Core Viewpoint - Xi'an Yichai (688783.SH) is expected to report a net loss of 738 million yuan attributable to shareholders for the year 2025, which is roughly in line with the previous year's performance [1] Industry Summary - The global semiconductor industry is entering a structural recovery phase, driven by increased demand in computing power and storage from applications such as artificial intelligence and data centers [1] - According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market size is projected to grow by 22.5% year-on-year in 2025 [1] - The semiconductor wafer market is also showing positive trends, with the Semiconductor Equipment and Materials International (SEMI) forecasting a 5.4% year-on-year increase in global semiconductor wafer shipment area for 2025 [1] Company Summary - The company is actively pursuing market expansion and capacity construction during the industry's recovery window, leading to a continuous increase in operational scale [1] - For 2025, the company's product sales and operating revenue are expected to grow compared to the same period in 2024, with operating revenue projected to increase by approximately 24.91% year-on-year [1]
西安奕材发预亏，预计2025年度归母净亏损7.38亿元