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闻泰科技高层巨震:董事会大换血 半导体背景新团队上任
Nan Fang Du Shi Bao· 2025-07-16 02:27
Core Viewpoint - Wentech Technology Co., Ltd. is undergoing significant management changes and strategic shifts, focusing on its semiconductor business after divesting its struggling ODM operations, with a projected net profit increase driven by semiconductor growth [2][3][6]. Group 1: Management Changes - The resignation of key executives, including Chairman Zhang Qiuhong, is aimed at aligning the management team with the company's new semiconductor-focused strategy [4][5]. - New board members with strong backgrounds in the semiconductor industry have been nominated to provide targeted strategic guidance [4][5]. Group 2: Financial Performance - Wentech expects a net profit of 390 million to 585 million yuan for the first half of 2025, a significant increase from 140 million yuan in the same period last year [6]. - The company anticipates a turnaround in profitability, with a projected net profit of 260 million to 390 million yuan after excluding non-recurring losses, compared to a loss of 128 million yuan in the previous year [6][7]. Group 3: Business Focus - The semiconductor business is showing strong performance, benefiting from market demand recovery and cost reduction efforts, while the product integration business is in decline due to external pressures [7]. - The divestment of the product integration business is a strategic move to concentrate resources on the semiconductor sector, which is seen as a high-potential area for growth [3][7].