菲利华(300395.SZ)发预增，预计2025年度归母净利润4.12亿元至4.72亿元，同比增长31.12%至50.22%

Core Viewpoint - Company expects a significant increase in net profit for the fiscal year 2025, driven by recovery in the aerospace sector and growth in the semiconductor industry [1] Financial Performance - The projected net profit attributable to shareholders is between 412 million yuan and 472 million yuan, representing a year-on-year growth of 31.12% to 50.22% [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 370 million yuan and 430 million yuan, indicating a year-on-year increase of 40.04% to 62.75% [1] Industry Trends - The aerospace sector is experiencing a demand recovery, contributing to the company's positive performance [1] - The semiconductor sector is benefiting from ongoing improvements in market conditions and domestic substitution trends, leading to steady growth in the company's semiconductor segment [1]