芯碁微装2025年预盈2.75亿元至2.95亿元，同比预增71.13%至83.58%

Core Viewpoint - The company, Chipbond Technology, forecasts significant growth in its 2025 annual performance, with net profit expected to reach between 275 million to 295 million yuan, representing a year-on-year increase of 71.13% to 83.58% [2] Group 1: Performance Forecast - The company's net profit attributable to shareholders is projected to be between 275 million to 295 million yuan, indicating a substantial year-on-year growth [2] - The forecasted net profit after deducting non-recurring items is expected to be between 264 million to 284 million yuan, reflecting a year-on-year increase of 77.7% to 91.16% [2] Group 2: Business Focus and Drivers - Chipbond Technology focuses on high-end PCB and semiconductor-related equipment research, production, and sales, with core products including high-end LDI equipment and high-precision CO₂ laser drilling equipment [2] - The growth in performance is attributed to the global explosion of AI computing power and the electronicization of automobiles, which are driving the iteration of the PCB industry [2] - The company has seen strong orders for high-end equipment and high capacity utilization, while the semiconductor equipment segment has received repeat orders and is gradually ramping up business [2] - The commissioning of the second-phase production base further enhances delivery capabilities, and the product matrix and market space continue to expand [2]