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第三代半导体器件及模块
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中瓷电子(003031) - 003031中瓷电子投资者关系管理信息20250902
2025-09-02 12:08
Financial Performance - The company's revenue reached 1.398 billion CNY, a year-on-year increase of 14.37% [2] - The net profit attributable to shareholders was 278 million CNY, showing a year-on-year growth of 30.92% [2] - The growth in net profit outpaced revenue growth due to the increase in high-end product sales and effective cost reduction measures [6] Product Development and Market Strategy - The company is focusing on high-end products, particularly in the electronic ceramics and third-generation semiconductor sectors [3][4] - The upgrade of silicon carbide chip production from 6-inch to 8-inch wafers is expected to enhance market competitiveness [5] - The company aims to expand its market share in the semiconductor and electronic ceramics sectors by enhancing R&D capabilities and product quality [4][5] R&D Progress - Significant advancements in electronic ceramics include the development of ceramic shells for communication devices and precision ceramic components [4][8] - The company has established a comprehensive manufacturing process for precision ceramic components, achieving batch delivery for key semiconductor equipment [10] - The growth in AI computing demand is driving the expansion of the digital economy, benefiting the semiconductor and communication sectors [12] Market Position and Competition - The company holds the leading market share in domestic communication device sectors and has become a core supplier for major clients in the new energy vehicle market [6][12] - The company is actively exploring new market opportunities and expanding its product offerings to maintain competitive advantages [4][5] Future Outlook - The company anticipates continued growth in the semiconductor and electronic ceramics markets, driven by increasing demand in various industries [3][12] - The company is committed to enhancing its market presence and technological innovation to ensure sustainable development [3][4] Investor Relations and Corporate Governance - The company emphasizes high-quality development and efficient management to enhance investor value [17] - Ongoing projects are being adjusted to align with strategic goals, ensuring effective use of raised funds [7][12]
中瓷电子2025年半年报:业绩稳健增长 核心业务与技术优势持续巩固
河北中瓷电子(003031)科技股份有限公司(003031)(下称:中瓷电子)8月29日披露2025年半年度报告, 2025年上半年公司营收与净利润均实现两位数增长,归属于上市公司股东的净利润同比增幅超30%,第 三代半导体器件及模块与电子陶瓷材料及元件双轮驱动格局进一步巩固,展现出强劲的发展韧性。 财务表现稳健,营收利润双增长 电子陶瓷材料及元件业务方面,公司掌握系列化氧化铝、氮化铝陶瓷及匹配金属化体系知识产权,具备 1.6Tbps光通信器件外壳和基板设计开发能力,技术水平对标国外同类产品;当前产品涵盖通信器件/工 业激光器/消费电子用陶瓷外壳及基板、汽车电子件等,广泛应用于光通信、无线通信、工业激光、消 费电子、汽车电子等领域,市场覆盖持续拓宽。(燕云) 资产规模上,截至2025年6月末,公司总资产达77.15亿元,较上年度末增长1.63%;归属于上市公司股 东的净资产61.28亿元,较上年度末增长1.55%,资产结构持续稳健。 核心业务技术突破 报告期内,中瓷电子两大核心业务板块均取得关键进展。 在第三代半导体器件及模块领域,子公司北京国联万众作为国内较早布局SiC功率半导体的企业,已形 成650V、1 ...