NSIG(SH:688126) Ge Long Hui A P P·2026-01-14 10:29Group 1 - The company expects a significant loss in net profit attributable to shareholders for the year 2025, with estimates ranging from -153 million to -128 million yuan, indicating an increase in losses compared to the previous year by approximately -55.95 million to -30.95 million yuan [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is also projected to be a loss of about -180 million to -150 million yuan, reflecting an increase in losses of -55.69 million to -25.69 million yuan compared to the previous year [1] Group 2 - The global semiconductor market continues to grow, with a projected market size of $772 billion, representing a year-on-year increase of 22.5%, driven primarily by AI applications and data center infrastructure demand, although consumer electronics and industrial electronics remain weak [2] - The semiconductor wafer market is expected to see a shipment area growth of approximately 5.4%, with 300mm wafers benefiting from advanced processes and AI chip demand, while 200mm and below wafers are experiencing a decline in shipment area by about 3% due to weak demand in some end markets [2] - The overall semiconductor wafer market size is projected to be $13.4 billion, with a slight year-on-year increase of 2.6%, but the SOI wafer market is expected to decline by 13.6% to $1.32 billion, indicating pressure on product prices and capacity digestion in certain segments [2] - The company's performance aligns with the overall market, with a more than 25% increase in sales of 300mm wafers compared to the same period in 2024, although revenue growth is limited to about 15% due to competitive pricing [2] - Sales of 200mm and below wafers have seen slight growth, but revenue levels remain stable, with significant impacts on gross margins due to market influences, particularly in the consumer electronics sector [2]