Yangjie Technology(SZ:300373) Zheng Quan Shi Bao Wang·2025-10-13 09:53Core Viewpoint - Yangjie Technology (300373) has seen a significant stock price increase of over 80% this year, attributed to strong performance forecasts and growth in the power semiconductor market driven by AI, new energy, and automotive electronics [1][2]. Financial Performance - The company expects a net profit of 937 million to 1.004 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 40% to 50% [1]. - For Q3 2025, the projected net profit is between 335 million to 402 million yuan, indicating a growth of 37.31% to 64.71% compared to the same period last year [1]. - The company's gross margin has shown a positive trend, improving quarter by quarter, which supports profit growth [1]. Market Position and Recognition - Yangjie Technology ranks among the top three in the "Top Ten Chinese Semiconductor Power Device Enterprises" for 2025 and is eighth in the OMDIA global discrete power semiconductor ranking [2]. - The company has received certifications from several international tier 1 clients, enhancing its recognition in the semiconductor industry [2]. - Yangjie Technology's product matrix overlaps significantly with that of Anshi Semiconductor, which has seen substantial growth in global rankings [2]. Strategic Initiatives - The company announced a plan to acquire 100% of Dongguan Better Electronics Technology Co., Ltd. for 2.218 billion yuan, which is recognized as a "little giant" enterprise in the manufacturing sector [3]. - A strategic cooperation agreement was signed with Xingyu Co., Ltd. to enhance collaboration in the automotive semiconductor sector, focusing on the entire supply chain [3]. - Yangjie Technology's first SiC chip production line has achieved mass production, and its overseas packaging base in Vietnam has also reached full production capacity [3].