甬矽電子(688362.SH):2025年上半年營收同比增長16.60%到28.88%
格隆匯6月17日丨甬矽電子(688362.SH)公佈,經公司財務部初步測算,預計2025年半年度實現營業收入19億元到21億元,較上年同期增長16.60%到28.88%。2025年上半年,公司營收規模同比增長。主要得益於以下幾個方面:
1、2025上半年,隨着全球終端消費市場出現回暖,集成電路行業景氣度明顯回升,在AI“創新驅動”的週期下,新應用場景滲透率提升,下游需求穩健增長。2、公司核心客户羣競爭力持續增強,市場份額逐步提升,公司伴隨客户一同成長;此外,公司客户結構持續優化,海外大客户拓展、部分原有客户的份額提升使得公司營收規模持續增長。3、公司晶圓級封裝、汽車電子等產品線持續豐富,“Bumping+CP+FC+FT”的一站式交付能力不斷提升;先進封裝產品線稼動率持續上升,成熟產品線稼動率飽滿,整體稼動率穩中向好。上述因素共同導致2025年上半年公司營業收入實現同比增長。
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