三温分选机9800系列

Search documents
【招商电子】金海通:25Q2利润同环比明显改善,三温分选机需求持续增长
招商电子· 2025-07-16 14:04
Core Viewpoint - The company is experiencing significant profit growth due to a recovery in the downstream testing and packaging industry, with strong demand for high-end temperature sorting machines [2][3]. Financial Performance - The company expects a net profit attributable to shareholders of 0.44-0.58 billion yuan for Q2 2025, representing a year-on-year increase of 79%-135.4% and a quarter-on-quarter increase of 72.8%-127.4% [2]. - For the first half of 2025, the expected net profit is 0.7-0.84 billion yuan, a year-on-year increase of 76.43%-111.7%, with a non-recurring net profit of 0.67-0.8 billion yuan, up 94%-131.7% [2]. - The company anticipates a significant improvement in profits for Q2 2025 compared to both year-on-year and quarter-on-quarter metrics [2]. Market Demand and Product Development - There is a strong demand for the company's EXCEED-9000 series temperature sorting machines, which are essential for high-end testing scenarios such as automotive chips [3]. - The company is expanding its product matrix in various fields, including IGBT and advanced packaging, and has made strategic investments in four equipment companies to ensure long-term growth [3]. Investment Outlook - The company is well-positioned for future growth due to the recovery in the testing and packaging industry and the increasing demand for high-end temperature sorting machines [3]. - The investment outlook remains positive, with expectations for revenue and net profit growth in the coming years [3].