是说芯语·2025-09-01 23:32Core Viewpoint - The semiconductor industry in A-shares has shown significant growth in revenue and profit for the first half of 2025, indicating a positive trend in the sector. Group 1: Revenue Growth - In the first half of 2025, 131 out of 163 semiconductor listed companies reported revenue growth, with total revenue reaching 320.63 billion yuan, an increase of 15.61% compared to the same period last year [1][2]. - Notable companies with significant revenue growth include: - North Huachuang: 161.42 billion yuan, up 30.86% [2] - Long Electric Technology: 188.05 billion yuan, up 20.14% [2] - SMIC: 323.48 billion yuan, up 23.14% [2] Group 2: Profit Growth - In the first half of 2025, 87 out of 163 semiconductor listed companies achieved profit growth, with total net profit amounting to 24.43 billion yuan, a year-on-year increase of 33.38% [4][5]. - Key companies with notable profit increases include: - North Huachuang: 3.21 billion yuan, up 15.37% [5] - SMIC: 2.30 billion yuan, up 39.76% [5] - Taiwei Group: 2.03 billion yuan, up 48.34% [5] Group 3: Return on Equity (ROE) - In the first half of 2025, 79 out of 163 semiconductor listed companies reported a return on equity (ROE) greater than 2% [7]. Group 4: Market Performance - As of August 31, 2025, 148 out of 163 semiconductor listed companies experienced stock price increases, with a total market capitalization of 5.88 trillion yuan, reflecting an overall increase of 43.77% [8].