BOCIC(SH:601696) Ge Long Hui A P P·2025-09-08 08:00Core Viewpoint - The report from Zhongyin Securities highlights that Jiejia Weichuang achieved a net profit attributable to shareholders of 1.83 billion yuan in the first half of 2025, representing a year-on-year increase of 49.26% [1] Financial Performance - In Q2 2024, the company reported a net profit attributable to shareholders of 1.12 billion yuan, showing a year-on-year growth of 73.22% and a quarter-on-quarter increase of 58.47% [1] Company Positioning - The company is currently the only equipment supplier capable of providing comprehensive solutions across multiple technology routes, offering one-stop solutions to meet the expansion needs of overseas clients [1] - Jiejia Weichuang has established a strong presence in over ten countries and regions globally, leveraging its mature production capabilities and extensive sales experience in overseas markets [1] Product Development - The subsidiary, Chuangwei Microelectronics, has achieved full-process independent development of wet process equipment in the semiconductor field, covering 6-12 inch wafer manufacturing, third-generation semiconductors (SiC/GaN), and advanced packaging [1] - At the SEMICON China 2025 exhibition, Chuangwei Microelectronics launched a 12-inch non-basket wet process equipment that meets the process requirements for 45-90nm, with all software developed in-house and a localization rate of over 95% for key components [1] Investment Rating - The report maintains an "Overweight" rating for the company [1]