Core Insights - The company reported a revenue of 3.495 billion yuan for the first half of 2025, representing a year-on-year growth of 21.38% [1] - The main revenue reached 3.457 billion yuan, with a year-on-year increase of 24.93% [1] - The company achieved a net profit of 12 million yuan in the second quarter, marking its first positive quarterly profit [1] - The gross margin for the first half was 3.54%, an increase of 7.79 percentage points year-on-year [1] - Operating cash flow net amount was 981 million yuan, up 77.10% year-on-year [1] - EBITDA exceeded 1.1 billion yuan [1] Business Performance - The company’s operational efficiency improved, with significant growth in the new energy and AI sectors [2] - Revenue from the automotive sector grew by 23% year-on-year, while the industrial control sector saw a 35% increase [2] - R&D investment reached 964 million yuan, a growth of over 10% [2] - The company has established over 10 new projects for 6-inch SiC MOSFETs and has entered mass production with five new automotive clients [2] - The first domestic 8-inch SiC production line has achieved mass production, with key performance indicators leading the industry [2] AI Business Development - AI business contributed 6% to the company's revenue [4] - The company provides a comprehensive chip system foundry solution for AI infrastructure, covering power devices, driver ICs, and more [4] - The second-generation high-efficiency power management chip platform for data centers was launched, with key customer adoption [4] - The company has developed China's first 55nm BCD integrated DrMOS chip, which has completed customer validation [4] Product Innovations - The company has established a complete series of wind-solar-storage products and has formed close collaborations with leading industry clients [3] - The industrial frequency conversion module using self-developed micro-groove field cutoff technology has entered mass production [3] - The number of analog IC foundry products increased by 140%, with a 25% growth in customer numbers [3] Market Position - The company ranks third in the national installation volume of silicon carbide power modules and fourth in the installation volume of main drive power modules for new energy vehicles [2]

根据NE时代发布数据，芯联集成碳化硅功率模块装机量位居全国第三，新能源汽车主驱功率模块装机 量位居全国第四。 据介绍，目前公司汽车业务正从单器件扩展到芯片系统解决方案，为动力域、底盘域等五大领域提供一 站式芯片系统代工解决方案。上半年，公司已导入客户15家，覆盖多个产业头部企业。部分客户项目预 计2025年下半年实现量产。 模拟IC方面，公司持续优化180纳米BCD40V/60V/120V平台工艺，推进技术迭代升级，不断完善下一代 更先进BCD工艺平台开发，以满足客户在音频、数字电源和协议芯片等数模混合产品的需求。 中证报中证网讯(王珞)8月4日晚间，芯联集成发布2025年半年度业绩报告。报告显示，上半年公司经营 质量提升，首次实现单季度归母净利润转正，整体盈利进一步向好。报告期内，公司实现营收34.95亿 元，同比增长21.38%；归母净利润同比减亏63.82%，二季度实现归母净利润0.12亿元；经营活动产生的 现金流净额9.8亿元，同比增长77%。 报告指出，上半年，全球半导体市场呈现"分化复苏"态势，新能源汽车、AI服务器等领域的芯片需求逆 势增长。上半年，公司车载领域营收同比增长23%，工控领域同比增 ...