精测电子签订4.33亿重大合同 加码半导体在手订单近18亿

Core Viewpoint - Jingce Electronics continues to achieve breakthroughs in the high-end semiconductor testing equipment market, securing multiple sales contracts totaling 433 million yuan over the past 12 months, indicating strong demand and market recognition for its products [1][2]. Group 1: Financial Performance - For the first three quarters of 2025, the company reported revenue of 2.271 billion yuan, a year-on-year increase of 24.04%, and a net profit attributable to shareholders of 100 million yuan, up 21.7% [1][4]. - In Q3 2025, the company achieved revenue of 890 million yuan, representing a year-on-year growth of 25.37%, with a net profit of approximately 72.42 million yuan, a significant increase of 123.44% [4][5]. Group 2: Order Backlog and Market Position - As of the end of October, Jingce Electronics had a total order backlog of approximately 3.446 billion yuan, with 1.791 billion yuan from the semiconductor sector, 1.241 billion yuan from the display sector, and 414 million yuan from the new energy sector [1][2]. - The company has established itself as a leading player in the domestic semiconductor testing equipment market, with a comprehensive product lineup covering both front-end and back-end testing equipment [2][4]. Group 3: Product Development and R&D Investment - The company has focused its R&D efforts on semiconductor testing, with R&D investment reaching approximately 200 million yuan in Q3 2025, a year-on-year increase of 15.49%, and 117 million yuan specifically for semiconductor testing, up 43.38% [5]. - Key products in the semiconductor field, such as film thickness measurement systems and optical critical dimension (OCD) equipment, are positioned as industry leaders, contributing significantly to the company's competitive advantage [5].