精测电子预盈超8000万同比扭亏 发力半导体业务在手订单超44亿

Core Viewpoint - The semiconductor business of Jingce Electronic (300567.SZ) is accelerating, leading to a significant enhancement in profitability, with an expected net profit of 80 million to 90 million yuan in 2025, marking a year-on-year increase of 181.97% to 192.21% and a turnaround from losses [1][2][3] Group 1: Financial Performance - In 2025, the company anticipates a net profit attributable to shareholders of 80 million to 90 million yuan, representing a year-on-year growth of 181.97% to 192.21% [1][3] - The non-recurring net profit is projected to be between 21.66 million and 31.66 million yuan, reflecting a year-on-year increase of 113.66% to 119.97% [3] - The company reported a total order backlog of 44.46 billion yuan, including significant contracts worth over 1 billion yuan disclosed in December 2025 [1][2] Group 2: Business Development - The company has successfully transitioned into the semiconductor sector, achieving rapid progress and becoming a leading player in the domestic semiconductor testing equipment market [4][5] - The semiconductor testing field has seen the company’s core products cover advanced processes, with significant orders received for thickness measurement products, OCD equipment, and electron beam defect review equipment [4][5] - The company’s semiconductor revenue reached 267 million yuan in 2025, a year-on-year increase of 48.67%, with a substantial order backlog in the semiconductor sector [6] Group 3: Market Position and Strategy - The company has strategically positioned itself in the semiconductor field, focusing on domestic market penetration and enhancing its leading position in semiconductor measurement [4][5] - The company is increasing its R&D investment in advanced process nodes (14nm and below) to further solidify its market presence [5] - The growth in the semiconductor sector is supported by a robust order pipeline and improved operational efficiency, leading to enhanced profitability [1][5]