Group 1: Financial Performance - In Q1 2025, the company reported a revenue of 36.47 billion CNY, a decrease of 7.56% compared to the same period last year [3] - The net profit attributable to shareholders was -46.623 million CNY, a decline of 123.57% year-on-year [3] - The gross margin for Q1 2025 was 31.01%, impacted by increased depreciation costs and a competitive environment [3] Group 2: Product Development and Innovation - The L-PAMiD product series is the first fully domestically supplied product in the industry, currently undergoing validation with brand clients [4] - The second-generation SOI process is progressing well, expected to enhance product competitiveness and achieve international leading performance [4] - The company is focusing on the development of WiFi7 modules, which have begun large-scale shipments in smartphone terminals [5] Group 3: Strategic Outlook and Market Position - The company is enhancing its core capabilities and focusing on technology as a key competitive barrier [3] - The semiconductor industry is characterized by a "no progress means regression" competition, necessitating continuous R&D investment [4] - The company aims to strengthen its patent portfolio to mitigate risks and support differentiated market demands [5] Group 4: Market Trends and Challenges - The emergence of new communication demands (6G, satellite communications) is driving the need for advanced RF front-end chip capabilities [4] - The domestic market is experiencing intensified competition in low-end RF front-end products, while high-end products are seeing increased demand for differentiation and integration [4] - The company is prepared to address challenges posed by tariffs and geopolitical factors, focusing on supply chain security and controllability [3]
卓胜微(300782) - 2025年4月28日投资者关系活动记录表