杰华特微电子股份有限公司2025年年度业绩预告

Core Viewpoint - The company, Jiehuate Microelectronics Co., Ltd., has released its preliminary performance forecast for the year 2025, indicating significant revenue growth but also expected losses in net profit [2][5]. Group 1: Performance Forecast - The company anticipates achieving an operating revenue between 260,000.00 million and 275,000.00 million yuan for the year 2025 [2]. - The forecasted net profit attributable to the parent company is expected to be a loss ranging from -73,000.00 million to -63,000.00 million yuan [2]. - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is projected to be between -82,000.00 million and -72,000.00 million yuan [2]. Group 2: Previous Year Performance - In 2024, the company reported an operating revenue of 167,875.07 million yuan, with a total profit of -61,287.04 million yuan and a net profit attributable to the parent company of -60,337.29 million yuan [4]. - The net profit after deducting non-recurring gains and losses for 2024 was -64,375.47 million yuan, with a basic earnings per share of -1.35 yuan [4]. Group 3: Reasons for Performance Changes - The company expects a year-on-year revenue growth of 54.88% to 63.81% for 2025, driven by technological advantages in computing, storage, automotive electronics, and communications [5]. - The company has expanded its market share and revenue through acquisitions of other companies, including Xiamen Jiebert Semiconductor Co., Ltd., Nanjing Tianyi Hexin Electronics Co., Ltd., and Hangzhou Lingxin Microelectronics Co., Ltd. [5]. - Increased investments in R&D, market expansion, and management improvements have led to a significant rise in R&D, sales, and management expenses [5]. - Intense market competition has pressured product prices and resulted in a slower-than-expected recovery in gross margins, contributing to the anticipated losses [5]. - The company has made provisions for asset impairment on inventories showing signs of impairment, which has also impacted the net profit [5]. - Government subsidies recognized in the current period have increased compared to the previous year, affecting non-recurring gains and losses [5].