证券代码：688249 证券简称：晶合集成 公告编号：2026-003 合肥晶合集成电路股份有限公司 2025年年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以合肥晶合集成 电路股份有限公司（以下简称"公司"）2025年年度报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：人民币万元 ■ （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内，公司实现营业总收入1,088,544.93万元，较上年同期增长17.69%；实现归属于母公司所有者 的净利润69,622.44万元，较上年同期增长30.66%；实现归属于母公司所有者的扣除非经常性损益的净 利润19,405.81万元，较上年同期下降50.79%。 报告期末，公司总资产5,329,826.12万元，较本报告期初增长5.75%；归属于母公司的所有者权益 2,176,050.66万元，较本报告期初增长4.27%；归属于母公司所有者的每股 ...

报告期内，影响经营业绩的主要因素：(1)半导体行业景气度回升带动CIS、PMIC及DDIC等主要产品的 市场需求进一步扩大，公司凭借优质可靠的代工方案持续获得客户认可，订单规模稳步增加;(2)公司整 体产能利用率维持在高位，规模效应持续显现，综合毛利率预计为25.52%;(3)公司结合市场动态、客户 需求及自身发展战略，持续进行产能扩充、拓展产品应用领域及开发高阶工艺平台，相关研发费用及固 定资产折旧不断增加，对当期经营业绩造成一定影响。与此同时，公司通过实现150nm至40nm主流技 术节点的规模化量产，并在巩固现有产品的情况下积极推动技术研发，进一步增强了公司产品竞争力和 业务多元化水平。 智通财经APP讯，晶合集成(688249.SH)发布2025年年度业绩快报，报告期内，公司实现营业总收入 108.85亿元，较上年同期增长17.69%;实现归属于母公司所有者的净利润6.96亿元，较上年同期增长 30.66%。 ...

报告期内，影响经营业绩的主要因素：（1）半导体行业景气度回升带动CIS、PMIC及DDIC等主要产品 的市场需求进一步扩大，公司凭借优质可靠的代工方案持续获得客户认可，订单规模稳步增加；（2） 公司整体产能利用率维持在高位，规模效应持续显现，综合毛利率预计为25.52%；（3）公司结合市场 动态、客户需求及自身发展战略，持续进行产能扩充、拓展产品应用领域及开发高阶工艺平台，相关研 发费用及固定资产折旧不断增加，对当期经营业绩造成一定影响。与此同时，公司通过实现150nm至 40nm主流技术节点的规模化量产，并在巩固现有产品的情况下积极推动技术研发，进一步增强了公司 产品竞争力和业务多元化水平。 格隆汇2月27日丨晶合集成(688249.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入 108.85亿元，较上年同期增长17.69%；实现归属于母公司所有者的净利润6.96亿元，较上年同期增长 30.66%；实现归属于母公司所有者的扣除非经常性损益的净利润1.94亿元，较上年同期下降50.79%。 ...

报告期内，影响经营业绩的主要因素：（1）半导体行业景气度回升带动CIS、PMIC及DDIC等主要产品 的市场需求进一步扩大，公司凭借优质可靠的代工方案持续获得客户认可，订单规模稳步增加；（2） 公司整体产能利用率维持在高位，规模效应持续显现，综合毛利率预计为25.52%；（3）公司结合市场 动态、客户需求及自身发展战略，持续进行产能扩充、拓展产品应用领域及开发高阶工艺平台，相关研 发费用及固定资产折旧不断增加，对当期经营业绩造成一定影响。与此同时，公司通过实现150nm至 40nm主流技术节点的规模化量产，并在巩固现有产品的情况下积极推动技术研发，进一步增强了公司 产品竞争力和业务多元化水平。 格隆汇2月27日丨晶合集成(688249.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入 108.85亿元，较上年同期增长17.69%；实现归属于母公司所有者的净利润6.96亿元，较上年同期增长 30.66%；实现归属于母公司所有者的扣除非经常性损益的净利润1.94亿元，较上年同期下降50.79%。 ...

江苏艾森公告称，2025年度实现营收5.94亿元，同比增长37.54%；营业利润4704.43万元，同比增长 61.08%；利润总额4920.57万元，同比增长48.90%；归属于母公司所有者的净利润5046.33万元，同比增 长50.74%。报告期末，总资产14.92亿元，较期初增长19.93%；归属于母公司的所有者权益10.30亿元， 较期初增长5.73%。业绩增长得益于半导体行业景气度回升、产品及全球化布局成效显著、产品结构优 化。数据为初步核算，未经审计，具体以年报为准。 ...

Group 1 - The company expects to achieve an operating revenue of approximately 594.42 million yuan for the year 2025, representing an increase of about 162.23 million yuan or a growth of approximately 37.54% compared to the previous year [3] - The projected net profit attributable to the parent company for 2025 is approximately 50.46 million yuan, an increase of about 16.99 million yuan or a growth of approximately 50.74% year-on-year [3] - The estimated net profit attributable to the parent company after deducting non-recurring gains and losses is approximately 46.08 million yuan, reflecting an increase of about 21.69 million yuan or a growth of approximately 88.93% compared to the previous year [3] Group 2 - The previous year's operating revenue was 432.19 million yuan [5] - The total profit for the previous year was 33.05 million yuan [6] - The net profit attributable to the parent company for the previous year was 33.48 million yuan [7] - The net profit attributable to the parent company after deducting non-recurring gains and losses for the previous year was 24.39 million yuan [8] - The earnings per share for the previous year was 0.38 yuan per share [9] Group 3 - The increase in performance is attributed to the overall recovery of the semiconductor industry, continuous demand from downstream advanced packaging customers, and the company's successful global layout [10] - The company has increased its R&D investment, focusing on high-end "bottleneck" products such as photoresists and advanced plating solutions, achieving breakthroughs in technology and gaining certifications and orders from major wafer and packaging customers [10] - The mass production of advanced plating products and photoresists has led to an optimized product structure and continuous improvement in gross margin and profitability [10]

Core Insights - Dongxin Semiconductor Co., Ltd. reported a significant recovery in the semiconductor industry, leading to a double-digit year-on-year revenue growth and a reduction in losses, indicating an improvement in operational fundamentals [1][2] Revenue Performance - In Q3 2025, the company achieved a revenue of 230 million yuan, representing a 27.03% increase compared to the same period last year and a 14.35% increase from the previous quarter [1] - The gross profit margin for Q3 was 26.64%, an increase of 10.57 percentage points year-on-year and a 4.62 percentage points increase quarter-on-quarter [1] Factors Driving Growth - The revenue growth was primarily attributed to the recovery in the semiconductor design industry and a rebound in downstream market demand, which boosted product sales [1] - The company is focusing on key applications such as network communication, surveillance security, consumer electronics, and industrial control, while also expanding into high-value areas like automotive electronics [1] Profitability and Losses - The total profit for the company was a loss of 37.45 million yuan, which is a reduction of 5.67 million yuan compared to the same period last year [2] - The net loss attributable to shareholders was 35.22 million yuan, a decrease of 4.00 million yuan year-on-year [2] - The net profit excluding non-recurring gains and losses was a loss of 39.98 million yuan, reduced by 13.59 million yuan compared to the previous year [2] Research and Development Investment - In Q3, the company invested 57.07 million yuan in R&D, marking a 9.31% increase from the same period last year, with a focus on upgrading storage chip processes and enhancing reliability [2]

Group 1 - The core point of the news is that Huada Technology is planning to acquire Huayi Microelectronics, a subsidiary of its controlling shareholder, to enhance its semiconductor power device capabilities [1][2]. - The acquisition involves issuing shares and cash payments, along with raising supporting funds, and is classified as a related party transaction [1][2]. - The trading of Huada Technology's shares will be suspended starting September 25, 2025, to protect investor interests due to uncertainties surrounding the transaction [2]. Group 2 - Huada Technology specializes in integrated circuit packaging and testing services, providing a wide range of products for various applications including consumer electronics and automotive electronics [3]. - In the first half of 2025, the semiconductor industry showed signs of recovery, leading to a steady increase in market demand for packaging and testing services, resulting in a 15.81% year-on-year revenue growth to 7.78 billion yuan [4]. - The company achieved a net profit of 226 million yuan in the first half of 2025, with a significant increase in orders from automotive electronics and memory sectors [4].

Group 1 - The core viewpoint of the article highlights the steady growth in the company's orders and operating performance due to the overall recovery in the semiconductor industry and the increasing market demand in the packaging and testing sector [2] - In the first half of 2025, the company achieved operating revenue of 7.78 billion yuan, representing a year-on-year increase of 15.81% [3] - The net profit attributable to shareholders of the listed company was 226 million yuan, showing a year-on-year growth of 1.68% [3] - The net profit after deducting non-recurring gains and losses was -8.13 million yuan, which is a significant improvement of 77.36% year-on-year [3] Group 2 - In Q2 2025, the company achieved operating revenue of 4.21 billion yuan, an increase of 6.43 billion yuan compared to Q1, marking a record high for a single quarter [2] - The net profit attributable to shareholders in Q2 was 2.45 billion yuan, which is an increase of 2.64 billion yuan from Q1 [2] - The company completed the development of ePoP/PoPt high-density memory and automotive-grade FCBGA packaging technology for smart cockpits and autonomous driving applications during the reporting period [4] - The company has obtained 11 authorized patents during the reporting period, including 10 invention patents [4] - The company is expanding its advanced packaging industry scale and optimizing its industrial layout through the gradual release of production capacity from its Jiangsu and Shanghai projects [4]

Group 1: Financial Performance - The net profit of Hubei Jingrui from January to October 2024 was -15.49 million CNY, but the annual report forecasts a year-on-year growth of 540% in net profit attributable to shareholders [3] - R&D expenses for 2024 are projected to reach 99.24 million CNY, reflecting a year-on-year increase of 39.74% [4] Group 2: Production Capacity and New Projects - The new production line for high-purity hydrogen peroxide is expected to be completed by the end of June 2025, with construction progress on track [3] - The company aims to enhance the shipment levels and market share of high-purity hydrogen peroxide post the new production line launch [4] Group 3: Market Strategy and Competition - The company plans to improve gross profit margins through various strategies, including increasing self-supply levels of raw materials and enhancing product sales [3] - The penetration rate of high-purity chemicals in advanced processes (14nm and below) is gradually increasing [3] Group 4: R&D Focus and Product Development - The company is intensifying R&D investments in high-end photoresists and high-purity chemicals, with a nearly 40% increase in R&D spending [3] - The company has no current plans to expand into the new energy materials sector [4]