6英寸碳化硅基氮化镓产品
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立昂微:立昂东芯6英寸碳化硅基氮化镓产品正在持续推进中
Zheng Quan Ri Bao· 2025-11-20 13:44
(文章来源:证券日报) 证券日报网讯立昂微11月20日在互动平台回答投资者提问时表示,立昂东芯6英寸碳化硅基氮化镓产品 正在持续推进中,预计今年四季度将取得订单。 ...
立昂微(605358.SH):立昂东芯6英寸碳化硅基氮化镓产品正在持续推进中,预计今年四季度将取得订单
Ge Long Hui· 2025-11-20 09:45
格隆汇11月20日丨立昂微(605358.SH)在投资者互动平台表示,立昂东芯6英寸碳化硅基氮化镓产品正在 持续推进中,预计今年四季度将取得订单。 ...
立昂微:立昂东芯6英寸碳化硅基氮化镓产品正在持续推进中,预计今年四季度将取得订单
Ge Long Hui· 2025-11-20 09:44
格隆汇11月20日丨立昂微(605358.SH)在投资者互动平台表示,立昂东芯6英寸碳化硅基氮化镓产品正在 持续推进中,预计今年四季度将取得订单。 ...
立昂微:华夏基金投资者于8月29日调研我司
Zheng Quan Zhi Xing· 2025-09-01 11:40
Core Viewpoint - Lian Micro (立昂微) has reported strong demand for its epitaxial wafers, leading to increased prices and a focus on high-value orders, despite a significant decline in net profit for the first half of 2025 [2][4]. Group 1: Company Performance - Lian Micro's main revenue for the first half of 2025 reached 1.666 billion yuan, a year-on-year increase of 14.18% [4]. - The net profit attributable to shareholders was -127 million yuan, a 90% decline year-on-year [4]. - The second quarter of 2025 saw a single-quarter revenue of 845 million yuan, up 8.41% year-on-year, but the net profit was -45.99 million yuan, a decline of 1141.26% [4]. Group 2: Product and Market Focus - The company is prioritizing the development of 8-12 inch heavily doped epitaxial wafers and is ramping up production capacity for 12-inch lightly doped silicon wafers [4]. - Lian Micro is expanding its product range in power device chips and focusing on high-value products such as automotive-grade products and FRD products [4]. - The company is also concentrating on enhancing production capacity for its compound semiconductor RF and optoelectronic chips, particularly in VCSEL chip processes and 6-inch silicon carbide-based gallium nitride products [4]. Group 3: Market Sentiment and Analyst Ratings - In the last 90 days, four institutions have rated the stock, with three giving a buy rating and one a neutral rating [5]. - The average target price set by institutions over the past 90 days is 31.0 yuan [5]. - Recent financing data indicates a net inflow of 118 million yuan in financing over the past three months, with an increase in financing balance [8].