神工股份(688233.SH)发预增，预计2025年度归母净利润同比增长118.71%到167.31%

Core Viewpoint - The company, ShenGong Co., Ltd. (688233.SH), forecasts a net profit attributable to shareholders of 90 million to 110 million yuan for the year 2025, representing an increase of 48.8493 million to 68.8493 million yuan compared to the previous year, with a year-on-year growth of 118.71% to 167.31% [1] Group 1: Company Performance - The company expects a significant increase in net profit for 2025, driven by favorable market conditions [1] - The anticipated profit growth is attributed to the recovery of the global semiconductor market [1] - The demand for artificial intelligence is boosting the operational rates of high-end logic and memory chip manufacturers, leading to increased capital expenditures [1] Group 2: Market Dynamics - The overseas market is experiencing growth due to the demand for artificial intelligence, which is positively impacting the company's large-diameter silicon material business [1] - In the domestic market, the acceleration of domestic substitution is driving continuous growth in capital expenditures [1] - Memory chip manufacturers in China are advancing in both technology and capacity, increasing the demand for key consumables, which is benefiting the company's silicon component business [1]