菲利华2025年预盈4.12亿元-4.72亿，同比预增超31%

Core Viewpoint - The company, Feiliwa, forecasts a significant increase in net profit for the fiscal year 2025, driven by recovery in the aerospace sector and growth in the semiconductor industry [2] Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between 412 million and 472 million yuan, representing a year-on-year growth of 31.12% to 50.22% from 314.21 million yuan in the previous year [2] - The net profit excluding non-recurring gains and losses is expected to be between 370 million and 430 million yuan, reflecting a year-on-year increase of 40.04% to 62.75% from 264.21 million yuan in the prior year [2] Growth Drivers - The company attributes its strong performance to two main factors: 1. A recovery in demand within the aerospace sector, leading to a continuous restoration of orders 2. Steady growth in the semiconductor segment, driven by improved industry conditions and domestic substitution [2] Non-Recurring Gains - The company anticipates that non-recurring gains will impact net profit by approximately 42 million yuan, primarily from government subsidies and investment income, compared to 50 million yuan in the same period last year [2]