Core Viewpoint - The company expects to achieve a turnaround in net profit for the first half of 2025, projecting a net profit attributable to shareholders of between 235 million to 275 million yuan, compared to a loss in the same period last year [1]. Performance Forecast - The performance forecast period is from January 1, 2025, to June 30, 2025 [1]. - The estimated net profit attributable to shareholders is projected to be between 235 million to 275 million yuan, indicating a turnaround from a loss in the previous year [1]. - The estimated net profit after deducting non-recurring gains and losses is expected to be between 240 million to 280 million yuan, representing an increase of 113.81 million to 153.81 million yuan, or a year-on-year increase of 90.18% to 121.88% [1]. Previous Year Performance - In the same period last year, the net profit attributable to shareholders was -24.92 million yuan, and the net profit after deducting non-recurring gains and losses was 126.20 million yuan [1]. Reasons for Performance Change - The company has implemented an "integration" strategy, launching competitive products and expanding into high-barrier markets such as large home appliances, automotive, new energy, industrial, communications, and computing, leading to rapid revenue growth [3]. - The production lines of subsidiaries, including 5 and 6-inch chip production lines and 8-inch chip production lines, have maintained full production capacity, improving profitability [3].

Group 1 - The article highlights the recent collaborations among various companies in the SiC (Silicon Carbide) semiconductor industry, indicating a trend towards strategic partnerships to enhance technology and market presence [3][4][6][7]. - 中车时代半导体 and 赛米控丹佛斯 signed a memorandum of understanding to collaborate on power module SiC chip technology, aiming to improve performance and efficiency in power electronic systems [3]. - 杰平方半导体 and 深圳奥斯达克电气技术有限公司 established a SiC strategic cooperation center to leverage their strengths in power devices for applications in heavy trucks, engineering machinery, and new energy vehicles [4][6]. - 季丰电子, 林众电子, and 瞻芯电子 announced a strategic partnership to build a joint laboratory focused on power semiconductor technology, emphasizing reliability and failure analysis [7][9]. Group 2 - The collaboration between 中车时代半导体 and 赛米控丹佛斯 is expected to lead to new power module solutions that are more efficient and cost-effective for various applications [3]. - The strategic cooperation between 杰平方半导体 and 奥斯达克 aims to enhance safety and reliability in the operation of heavy-duty vehicles and engineering machinery through advanced SiC power devices [4][6]. - The newly established joint laboratory by 季丰电子, 林众电子, and 瞻芯电子 will focus on providing professional technical services for product development and testing in the power semiconductor sector [7][9].

在位于句容市经济开发区的一座占地约50亩的"芯"工厂正迸发出强劲脉动。日前，记者走进容泰半 导体（江苏）有限公司生产车间，98台全自动焊线机以微米级精度编织着金属"神经网络"，智能固晶机 如精密刺绣般将芯片嵌入框架，空气中跳跃着科技与智造交融的韵律。 这家成立仅5年的国家级高新技术企业，在功率半导体领域已实现"弯道超车"。随着二期项目投 产，7.8亿元打造的智能工厂新扩生产线TO252已实现月产1600万只半导体器件的产能飞跃。"今年的订 单排期已经饱满，比去年翻了一番。"容泰半导体江苏有限公司副总经理兼技术总监华文强难掩兴奋地 说。截至目前，企业订单总额已超去年全年，在手订单近4亿元，同比增长100%。 在TO252生产线上，年轻工程师正调试着行业领先的封测设备。"你看，每片厚度不足发丝直径的 晶圆，都是我们在半导体丛林开疆拓土的'勋章'。"透过显微镜，第7代IGBT芯片的纳米级电路如微雕艺 术品般延展，华文强指着高密度集成模块告诉记者，半导体高精密性、复杂性的特性要求生产过程无尘 化，但原材料的高密度设计是考验生产工艺的难点之一，通过微型化、集成化、高效散热设计等方法， 在保持或提高性能的同时，满足现代电 ...

Group 1 - The company, Suzhou Guder, focuses on the semiconductor and photovoltaic sectors, with products used in various fields including aerospace, automotive, and clean energy [1] - In 2024, the company plans to accelerate the iteration of automotive-grade products and develop specialized IGBTs for photovoltaic inverters, while establishing a dual-cycle production capacity system in Southeast Asia [1] - The company’s subsidiary, Suzhou Jingyin, is a leading supplier of photovoltaic cell conductive paste and has pioneered the domestic production of solar cell silver paste [1] Group 2 - In 2024, the company’s silver pastes for PERC, TOPCon, and HJT batteries are expected to maintain high performance and stability, with XBC battery paste sales doubling [2] - The company indicates that despite many photovoltaic companies facing losses due to significant price drops, Suzhou Jingyin is less affected by industry cycles due to fast inventory turnover and stable gross margins [2] - The subsidiary in Malaysia has commenced production in 2024 and achieved profitability, with the overseas capacity expansion aimed at capturing market opportunities despite domestic overcapacity [2] - The company is actively monitoring new technologies in the photovoltaic paste sector to ensure it can adapt to market trends [2]