甬矽电子:2025年净利同比预增13.08%~50.77%

Core Viewpoint - Yongxi Electronics (688362.SH) expects a net profit attributable to shareholders of 75 million to 100 million yuan for 2025, representing a growth of 13.08% to 50.77% compared to the previous year [2] Group 1: Financial Performance - The basic earnings per share are projected to be 0.16 yuan [2] - The growth in net profit is driven by the expansion of revenue scale due to demand in the global semiconductor industry, particularly in artificial intelligence and high-performance computing [2] Group 2: Operational Factors - The company benefits from increased volume from overseas major clients and growth in its domestic core SoC customer base [2] - There is an improvement in the proportion of advanced packaging products, leading to an optimized product structure [2] - The realization of scale effects has resulted in a decrease in unit manufacturing costs and period expense ratios, further supporting net profit growth [2]