登录新浪财经APP 搜索【信披】查看更多考评等级 苏州晶方半导体科技股份有限公司（以下简称"公司"）于2025年9月5日上午11:00-12:00通过价值在线路 演中心（网址：https://www.ir-online.cn/）以网络文字互动的方式召开了2025年半年度业绩说明会，针 对公司2025年半年度经营成果、财务指标、发展战略等具体情况与投资者进行互动交流和沟通，在遵循 信息披露规则的前提下，就投资者普遍关注的问题进行了回答交流。现将有关事项公告如下： 一、本次说明会召开情况 2025年8月29日，公司在《中国证券报》、《上海证券报》、《证券时报》和上海证券交易所网站 （www.sse.com.cn）披露了公司《关于召开2025年半年度业绩说明会的公告》（公告编号：临2025- 025），并向广大投资者征集大家所关心的问题。 公司于2025年9月5日上午11:00-12:00，通过价值在线路演中心（网址：https://www.ir-online.cn/）以网络 文字互动的方式召开了2025年半年度业绩说明会。公司董事长兼总经理王蔚先生、董事会秘书兼财务总 监段佳国先生、独立董事刘海燕女士出席了本次说 ...

Investment Rating - The report maintains a "Buy-A" investment rating for the company, with a target price of 33.54 CNY per share, based on a PE valuation of 55 times for 2025 [4][6]. Core Views - The company is positioned as a leader in advanced packaging for CIS technology, showing strong growth in Q2 2025 with a projected net profit increase of 39.14% to 80.24% year-on-year [1]. - The automotive sector is driving demand for automotive-grade CIS chips, with the market expected to grow from 2.3 billion USD in 2024 to 3.2 billion USD by 2029, benefiting the company's CIS business [2]. - The smartphone market is showing signs of recovery, with a projected 1.4% year-on-year increase in shipments in the first half of 2025, providing growth opportunities for the company [3]. Financial Projections - Revenue projections for the company are 1.54 billion CNY in 2025, 2.03 billion CNY in 2026, and 2.57 billion CNY in 2027, with corresponding net profits of 398 million CNY, 518 million CNY, and 662 million CNY respectively [4][11]. - The company is expected to achieve a net profit margin of 25.9% in 2025, increasing slightly to 25.7% by 2027 [13]. - The company's earnings per share (EPS) is projected to be 0.61 CNY in 2025, rising to 1.01 CNY by 2027 [11].

Group 1 - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 150 million and 175 million yuan, representing a year-on-year growth of 36.28% to 58.99% [1][2] - The net profit, excluding non-recurring gains and losses, is estimated to be approximately 135 million to 155 million yuan, with a year-on-year increase of 49.54% to 71.69% [1][2] - The previous year's net profit attributable to shareholders for the first half of 2024 was 110.07 million yuan, with a net profit of 90.28 million yuan after excluding non-recurring gains and losses [1] Group 2 - The significant increase in profit is primarily driven by the rapid development of automotive intelligence, leading to a notable growth in demand for automotive-grade CIS chips, where the company has a leading position in packaging business and technology [1] - The company continues to innovate and develop advanced packaging technologies to meet the technical needs of new business and products from customers, while also optimizing production processes and management models to enhance operational efficiency [1]

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of 150 million to 175 million yuan for the first half of 2025, representing a year-on-year growth of 36.28% to 58.99% [1] - After excluding non-recurring gains and losses, the expected net profit is approximately 135 million to 155 million yuan, with a year-on-year increase of 49.54% to 71.69% [1] Company Performance - The company is experiencing significant growth in the automotive intelligent sector, particularly in the automotive CIS chip market [1] - The scale and technological advantages of the company's packaging business in the automotive CIS field are continuously improving [1]