中微公司：2025年全年净利润同比预增28.74%—34.93%

Core Viewpoint - The company expects significant growth in net profit for 2025, driven by advancements in its core semiconductor equipment and new product developments. Group 1: Financial Performance - The company forecasts a net profit attributable to shareholders of 2.08 billion to 2.18 billion yuan for 2025, representing a year-on-year increase of 28.74% to 34.93% [1] - The expected net profit excluding non-recurring gains and losses is projected to be 1.5 billion to 1.6 billion yuan, with a year-on-year growth of 8.06% to 15.26% [1] Group 2: Product Development and Market Position - The company's plasma etching equipment, a core device in semiconductor manufacturing, has gained recognition from more clients, leading to a significant increase in shipments of high-end products for advanced logic and memory devices [1] - Over the past two years, the company has developed more than ten new types of conductor and dielectric film equipment, with several products already in the market and some receiving repeat orders [2] - The company maintains a leading position in the international GaN-based MOCVD equipment market and is actively expanding into markets for SiC and GaN-based power devices [2] Group 3: Production and R&D Capabilities - The company has operational production and R&D bases in Nanchang (140,000 square meters) and Shanghai (180,000 square meters), which support rapid sales growth [2] - The company emphasizes innovation and differentiation, maintaining high levels of R&D investment while improving operational management and cost control [2]