深科技2025年上半年净利润同比增长25.39% 存储半导体与高端制造双轮驱动

Core Insights - Shenzhen Changcheng Development Technology Co., Ltd. (Deep Technology) reported a total revenue of 7.74 billion yuan for the first half of 2025, representing a year-on-year growth of 9.71% [2] - The net profit attributable to shareholders reached 452 million yuan, an increase of 25.39% year-on-year [2] - The net cash flow from operating activities was 1.456 billion yuan, up 7.58% compared to the previous year [2] Business Performance - The growth in performance is primarily attributed to the significant recovery in the storage semiconductor industry and the company's ongoing deepening in high-end manufacturing [2] - Emerging technologies such as generative artificial intelligence, high-performance computing, and new energy vehicles have driven strong demand for storage products, maintaining robust growth in the storage business [2] - Innovations in semiconductor packaging and testing technology have further supported steady growth in this sector [2] Strategic Focus - In the high-end manufacturing sector, the company focuses on industries such as medical health and automotive electronics, enhancing production efficiency and market competitiveness through digital transformation [2] - The integration of flexible manufacturing platforms with digital technologies has significantly improved the company's market responsiveness and lean management capabilities [2] - The metering intelligent terminal business benefits from the global energy system transformation, with stable growth in demand for smart meters and related products [2] Business Structure - The company's business structure is stable, focusing on three main areas: storage semiconductors, high-end manufacturing, and metering intelligent terminals [3] - This diversified business structure helps the company effectively withstand cyclical fluctuations in different industries and provides multiple growth points for performance [3] - Analysts believe that the company's performance in the first half of the year reflects its competitiveness in core business areas and the effectiveness of its strategic execution [3]