强一股份2025年净利同比预增58%—71% 头部客户订单强劲增长

Core Viewpoint - The company Strong One Co., Ltd. (688809) anticipates a significant increase in net profit for 2025, projecting a range of 368 million to 399 million yuan, representing a growth of 57.87% to 71.17% compared to the previous year [1] Group 1: Financial Performance - The expected net profit growth is attributed to the company's ability to accurately grasp the semiconductor industry's cyclical trends and domestic substitution opportunities, along with solid technical barriers that enhance competitive advantages [1] - The company is experiencing a robust increase in orders and profitability, driven by the explosive growth in global AI computing power demand and the upgrading of the semiconductor supply chain [1] Group 2: Product Development - Strong One Co., Ltd. is recognized as a leading domestic supplier of probe cards, with products that meet the urgent demand for higher performance and advanced processes in the downstream market [1] - The company's mature 2D MEMS probe cards are gaining market penetration, becoming a core engine for revenue 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 streams through small batch shipments [1] - The thin-film probe cards are steadily increasing revenue through overseas market expansion, benefiting from their technological scarcity and creating a synergistic effect across multiple products [1] Group 3: Market Position - The company has successfully broken the overseas monopoly in the probe card industry, enhancing its ability to ensure order delivery through efficient capacity allocation [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] - Strong One Co., Ltd. ranks ninth and sixth globally in the semiconductor probe card industry for 2023 and 2024, respectively, being the only domestic company to enter the top ten in recent years [2]