JHT(SH:603061) Chang Jiang Shang Bao·2026-02-13 00:16Core Viewpoint - The company plans to invest up to 400 million yuan in a new semiconductor equipment manufacturing center in Shanghai, aiming for significant capacity expansion and technological upgrades, with projected net profit growth of over 100% by 2025 [1][2][3] Group 1: Investment and Expansion Plans - The company announced a major investment plan to build the Shanghai Lanbo Semiconductor Equipment Manufacturing Center, with a total investment not exceeding 400 million yuan [2] - The new facility will cover an area of up to 55,000 square meters, including high-standard production workshops and R&D offices, aimed at enhancing manufacturing and testing capabilities [2] - The project is expected to optimize R&D, product testing, and production efficiency, addressing current limitations in leased factory space and logistics [2] Group 2: Financial Performance and Projections - The company reported a revenue of 307 million yuan for the first half of 2025, a year-on-year increase of 67.86%, with a net profit of 76.01 million yuan, up 91.56% [3] - For the full year 2025, the company anticipates a net profit of 160 million to 210 million yuan, representing a year-on-year growth of 103.87% to 167.58% [3] - The growth is driven by increased demand for high-end testing and sorting machines, particularly the EXCEED-9000 series, which saw its revenue share rise from 25.80% in 2024 to 51.37% [3] Group 3: Strategic Partnerships and Ecosystem Development - The company has made strategic investments in five industry chain enterprises, enhancing its technological layout through a "self-research + ecosystem" dual-drive approach [4] - In 2026, the company will focus on upgrading its core testing and sorting technologies while accelerating the production of its Tianjin Intelligent Manufacturing and R&D Center [4] - The establishment of the Shanghai manufacturing center and the launch of high-end products are expected to strengthen the company's competitiveness in the semiconductor testing equipment sector [4]