FHEC(SH:688362) Xin Lang Cai Jing·2025-09-20 08:36Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by industry recovery and customer expansion [1] Group 1: Financial Performance - The company achieved operating revenue of 2,010.29 million yuan, a year-on-year increase of 23.37% [1] - The net profit attributable to shareholders reached 30.32 million yuan, reflecting a year-on-year growth of 150.45% [1] - The non-recurring net profit attributable to shareholders was -4.3 million yuan [1] Group 2: Industry and Market Trends - The semiconductor industry is experiencing a recovery, with global semiconductor sales reaching 179.7 billion USD in Q2 2025, a year-on-year increase of nearly 20% and a quarter-on-quarter increase of 7.8% [1] - The company has expanded its customer base, with 13 clients achieving sales over 50 million yuan, including 4 clients exceeding 100 million yuan [1] - Significant growth in orders from major clients in Taiwan and successful expansion into European and American markets [1] Group 3: Product Development and Innovation - The company is enhancing its one-stop delivery capability in advanced packaging, including Bumping, CP, FC, and FT, contributing to new revenue growth [2] - Revenue from wafer-level testing products reached 85.28 million yuan, a year-on-year increase of 150.80% [2] - The company is actively investing in R&D, with R&D expenditure reaching 142.18 million yuan, accounting for 7.07% of operating revenue, a year-on-year increase of 51.28% [3] Group 4: Operational Efficiency and Strategic Initiatives - The company is promoting smart manufacturing and digital transformation to enhance production efficiency and reduce operational costs [4] - The company has implemented a stock incentive plan, granting 1.21353 million shares to 244 eligible participants, representing 0.30% of the total share capital [4]