以下文章来源于芯东西 ，作者ZeR0 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 作者 | ZeR0 来源 | 芯东西（ID：aichip001） 芯东西2月11日报道，2月10日，甘肃天水半导体封测巨头 华天科技 发公告披露，拟以发行股份 及支付现金的方式购买陕西高性能半导体功率器件龙头 华羿微电 100%股份，交易价格为 29.96 亿元 。 | 交易标的 | 基准日 | 評估 | 评估结果 | 增值率 | 本次拟交易 | 交易价格 | 其他 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 方法 | | | 的权益比例 | | 说明 | | 华舜微电 | 2025年9 | 市场法 | 299,600.00 | 166.17% | 100% | 299,600.00 | 元 | | 100%股份 | 月 30 日 | | | | | | | 芯东西 . 芯东西专注报道芯片、半导体产业创新，尤其是以芯片设计创新引领的计算新 ...

2月10日晚间，天水华天科技股份有限公司（以下简称"华天科技"，002185）正式披露重大资产重组公告，宣布 拟以发行股份及支付现金相结合的方式，收购华天电子集团等27名交易对方合计持有的华羿微电子股份有限公 司（以下简称"华羿微电"）100%股份，交易总价达29.96亿元，这家国内封测龙头企业正式启动对功率半导体领 域的全方位布局，全力打造综合性半导体封测集团。 | 项目 | 标的公司 (2024 年末 | 上市公司 (2024 年末 | 交易作价 | 计算指标 | 财务指标占比 | | --- | --- | --- | --- | --- | --- | | | /2024 年度) | /2024 年度) | | | | | 资产总额 | 221,977.40 | 3,823,594.86 | 299,600.00 | 299,600.00 | 7.84% | | 资产净额 | 107,130.93 | 2,031,437.24 | | 299,600.00 | 14.75% | | 营业收入 | 138,284.82 | 1,446,161.71 | | 138,284.82 | 9.56% | 作为 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company reported a revenue of 930 million yuan for the first half of 2025, representing a year-over-year increase of 6.44%, and a net profit attributable to shareholders of 235 million yuan, up 8.03% year-over-year [6] - The SGT MOS product revenue share increased to 45.21%, indicating strong market competitiveness and a broad application in strategic fields such as automotive electronics and AI [6] - Emerging markets such as automotive electronics, AI servers, and robotics are showing robust growth, contributing to a positive revenue outlook [6][7] Summary by Sections Financial Performance - In Q2 2025, the company achieved a revenue of 481 million yuan, down 4.21% year-over-year but up 7.04% quarter-over-quarter, with a net profit of 127 million yuan, reflecting a year-over-year increase of 7.88% and a quarter-over-quarter increase of 17.16% [6] - The comprehensive gross margin for the first half of 2025 was 35.80%, a slight increase of 0.02 percentage points year-over-year [6] Product Development - The SGT MOS product platform, which has the highest sales base and customer diversity, has successfully launched its third-generation products across various applications [6] - The company is expanding its product offerings in automotive electronics, AI computing, and robotics, with significant sales growth in these sectors [6] Market Outlook - The company expects continued revenue growth, with projected revenues of 2.19 billion yuan, 2.60 billion yuan, and 3.08 billion yuan for 2025, 2026, and 2027 respectively [7] - The projected net profits for the same years are 557 million yuan, 673 million yuan, and 804 million yuan, indicating a strong growth trajectory [7]