Group 1 - The company Xi'an Yicai (688783.SH) forecasts a net loss of 738 million yuan for the year 2025, which is roughly in line with the previous year's performance [1] - 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 is expected to grow by 22.5% year-on-year in 2025 [1] Group 2 - The semiconductor wafer market is showing positive trends, with the Semiconductor Equipment and Materials International (SEMI) predicting a 5.4% year-on-year increase in global semiconductor wafer shipment area for 2025 [1] - The company is actively pursuing market expansion and capacity construction during the industry's recovery period, leading to a continuous increase in operational scale [1] - The company's product sales and operating revenue are expected to grow compared to 2024, with operating revenue projected to increase by approximately 24.91% year-on-year [1]
西安奕材(688783.SH)发预亏，预计2025年度归母净亏损7.38亿元