基于硅基氮化镓技术的400V/800V汽车逆变器方案
Search documents
苏州晶方半导体科技股份有限公司关于2025年半年度业绩说明会召开情况的公告
Shang Hai Zheng Quan Bao· 2025-09-05 21:43
Core Viewpoint - The company held a semi-annual performance briefing on September 5, 2025, to discuss its operational results, financial indicators, and development strategies with investors, addressing common concerns raised by shareholders [1][2]. Group 1: Company Performance - In the first half of 2025, the company achieved a sales revenue of 667 million yuan, representing a year-on-year growth of 24.68% [3]. - The net profit attributable to the listed company was 165 million yuan, an increase of 49.78% year-on-year, while the net profit after deducting non-recurring gains and losses was 151 million yuan, up 67.28% year-on-year [3]. Group 2: Business Expansion and Strategy - The company is actively developing its GaN (gallium nitride) business through its investment in the Israeli company VisIC, which is working on automotive inverter solutions [4]. - The Malaysian production base in Penang has completed land and factory purchases and is currently designing and constructing a cleanroom, with sample production expected to begin in the second half of 2026 [6][8]. Group 3: Market Position and Technology - The company is a leader in wafer-level TSV packaging technology and is focusing on the smart sensor chip market, which is projected to grow significantly due to advancements in AI and automotive technologies [10]. - The global image sensor (CIS) market is expected to grow to 28.6 billion USD by 2029, with a compound annual growth rate of 4.7% from 2023 to 2029 [10]. Group 4: Shareholder Concerns - The company clarified that the recent share reductions by major shareholders are based on personal financial needs and do not reflect a lack of confidence in the company's future [5][7]. - The company emphasized that it is committed to effective market value management to align its market capitalization with operational performance [7].