强一股份(688809.SH)发预增，预计2025年度归母净利润同比增加57.87%到71.17%

Core Viewpoint - The company expects a significant increase in net profit for the year 2025, driven by the semiconductor industry's growth and domestic substitution opportunities, with projected net profit ranging from 368 million to 399 million yuan, representing a year-on-year increase of 57.87% to 71.17% [1] Group 1: Financial Performance - The anticipated net profit for 2025 is between 368 million and 399 million yuan, an increase of 134.90 million to 165.90 million yuan compared to the previous year [1] - The company is expected to achieve rapid growth in net profit due to strong demand in the semiconductor sector and a solid competitive advantage from technological barriers [1] Group 2: Market Dynamics - The explosive growth in global AI computing power demand, along with the upgrade of the semiconductor supply chain and strong trends towards self-sufficiency, is driving rapid growth in demand for high-end chips in testing [1] - The company, as a leading supplier of probe cards in China, is well-positioned to meet the urgent demand for higher performance and advanced processes from major clients in the communication network and AI computing sectors [1] Group 3: Product Development - The mature 2D MEMS probe cards are increasing their market penetration, becoming a core engine for performance growth due to their high density and precision advantages [1] - The 2.5D MEMS probe cards have been validated by leading clients in the storage sector and are contributing to new revenue through small batch shipments [1] - The thin-film probe cards are steadily growing in revenue due to their technological scarcity and active expansion into overseas markets, creating a synergistic effect across multiple products [1] Group 4: Strategic Advantages - The company benefits from accelerated domestic substitution, breaking overseas monopolies, and efficiently allocating production capacity to ensure order fulfillment [2] - The focus on high-end and precise development has led to an increase in the revenue share of high-margin products, significantly boosting overall profitability [2]