中微半导体设备（上海）股份有限公司2025年度业绩快报公告

Financial Performance - The company reported an operating revenue of approximately 12.385 billion yuan for 2025, an increase of about 3.319 billion yuan compared to 2024, representing a year-on-year growth of approximately 36.62% [2][6] - The net profit attributable to the parent company is estimated to be around 2.111 billion yuan, an increase of approximately 496 million yuan from the previous year, reflecting a year-on-year increase of about 30.69% [2][7] - The net profit attributable to the parent company after deducting non-recurring gains and losses is approximately 1.550 billion yuan, which is an increase of about 162 million yuan year-on-year, representing an increase of approximately 11.64% [2][7] Research and Development - The company increased its R&D investment to approximately 3.744 billion yuan in 2025, which is an increase of about 1.291 billion yuan from 2024, marking a growth of approximately 52.65% [2][7] - R&D expenses accounted for about 30.23% of the company's operating revenue, significantly higher than the average in the Sci-Tech Innovation Board [7] - The company has developed over ten new types of conductor and dielectric film equipment, with several products already entering the market and receiving repeat orders [9][10] Product Development and Market Position - The company has seen a significant increase in the shipment of high-end products for critical etching processes in advanced logic and memory device manufacturing [2][9] - The company maintains a leading position in the international GaN-based MOCVD equipment market and is actively developing specialized MOCVD equipment for Micro-LED and other display fields [9][10] - By the end of 2025, the company had over 7,800 reaction chambers in mass production across more than 170 customer chip and LED production lines globally, with over 6,800 etching equipment reaction chambers shipped worldwide [2][9]