强一股份预计去年净利润同比增超57.87%

Core Viewpoint - Qiangyi Semiconductor (Suzhou) Co., Ltd. forecasts a significant increase in net profit for 2025, projecting a range of CNY 368 million to CNY 399 million, representing a year-on-year growth of 57.87% to 71.17% [2] Group 1: Financial Performance - The company expects a net profit increase of CNY 135 million to CNY 166 million compared to the previous year [2] - The growth is attributed to the company's strategic alignment with the semiconductor industry's cyclical trends and domestic substitution opportunities [2] Group 2: Market Demand and Product Development - There is an explosive growth in global AI computing power demand, coupled with continuous upgrades in the semiconductor supply chain, driving rapid expansion in high-end chip testing demand [2] - Qiangyi Semiconductor, as a leading supplier in the probe card sector, is well-positioned to meet the urgent market demand for higher performance and advanced processes [2] Group 3: Product Portfolio and Revenue Growth - The mature 2D MEMS probe cards are expanding their penetration in the high-end logic chip testing market, serving as a core engine for revenue growth [3] - The 2.5D MEMS probe cards have successfully passed validation from leading storage clients and are contributing stable new revenue [3] - The thin-film probe cards are steadily growing in revenue due to their unique technological advantages, creating a synergistic development across multiple product lines [3] Group 4: Strategic Initiatives - The chairman emphasized that the funds raised from the IPO will support two core projects: enhancing production capacity at the Nantong base and focusing on core material and process R&D at the Suzhou center [3] - The company aims to break overseas monopolies by efficiently allocating production capacity and enhancing the proportion of high-margin products [3] Group 5: Future Outlook - In the short term, the company plans to leverage new capacity at the Nantong base to expand into AI computing and high-end storage sectors while advancing overseas market strategies [4] - Long-term goals include maintaining high R&D investment at the Suzhou center to achieve breakthroughs in 2.5D/3D MEMS technology and core material production, aiming to become a globally competitive leader in the probe card industry [4]