沪硅产业扣非亏2年半 2020上市2募资74亿正拟关联收购

Core Viewpoint - The financial performance of Hu Silicon Industry (688126.SH) shows a slight improvement in revenue but continues to report significant net losses in the first half of 2025 compared to the same period last year [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 169,743.27 million yuan, representing a year-on-year increase of 8.16% [1] - The net profit attributable to shareholders was -36,653.82 million yuan, an improvement from -38,855.33 million yuan in the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -48,103.43 million yuan, compared to -42,896.27 million yuan in the previous year [1] - The net cash flow from operating activities was -46,184.96 million yuan, slightly worse than -44,456.12 million yuan in the same period last year [1] Historical Financial Data - The operating revenues for the years 2022 to 2024 were 3.6 billion yuan, 3.19 billion yuan, and 3.388 billion yuan, respectively [1] - The net profits attributable to shareholders for the same years were 325 million yuan, 187 million yuan, and -971 million yuan, respectively [1] - The net profits after deducting non-recurring gains and losses for the same years were 115 million yuan, -166 million yuan, and -1.243 billion yuan, respectively [1] Fundraising Activities - Hu Silicon Industry raised a total of 24.12 billion yuan, with a net amount of 22.84 billion yuan after deducting issuance costs, which was 2.16 billion yuan less than the original plan of 25 billion yuan [2] - The total fundraising expenses amounted to 1.28 billion yuan, including 1.05 billion yuan for underwriting and advisory fees [2] Share Issuance and Asset Acquisition - The company plans to issue shares and pay cash to acquire stakes in various semiconductor-related entities, with a total transaction price of approximately 7.04 billion yuan [4] - The share issuance price for this transaction is set at 15.01 yuan per share, which is not less than 80% of the average trading price over the previous 20 trading days [4] - The company intends to raise up to 2.105 billion yuan through this share issuance to supplement working capital and cover transaction costs [5]