甬矽电子(宁波)股份有限公司2025年年度业绩预告

Group 1 - The company forecasts an annual revenue of between 4.2 billion and 4.6 billion yuan for 2025, representing a year-on-year increase of 16.37% to 27.45% compared to the previous year [3] - The projected net profit attributable to the parent company for 2025 is expected to be between 75 million and 100 million yuan, indicating a year-on-year increase of 13.08% to 50.77% [3] - The company anticipates a net profit attributable to the parent company, after deducting non-recurring gains and losses, to be between -50 million and -30 million yuan [4] Group 2 - The global semiconductor industry continues to grow, driven by demand in artificial intelligence, high-performance computing, and data center infrastructure, positively impacting the company's revenue [7] - The company is enhancing its product line with a one-stop delivery capability, which is expected to improve delivery times and quality control, leading to an increase in the proportion of advanced packaging products [7] - The company is expanding its customer base, focusing on AIoT major clients and leading overseas design clients, which is expected to increase the revenue share from large clients and improve customer concentration [8] Group 3 - The company is experiencing initial scale effects, with increasing revenue leading to a reduction in unit manufacturing costs and operating expense ratios, which is positively influencing net profit levels [9]