珂瑪科技(301611.SZ):半年度淨利潤預增18.59%-25.77%
格隆匯7月15日丨珂瑪科技(301611.SZ)公佈2025年半年度業績預告,1-6月公司實現營業收入5.15億元-5.25億元,比上年同期增長33.93%-36.53%;歸屬於上市公司股東的淨利潤盈利1.65億元-1.75億元,比上年同期增長18.59%-25.77%;扣除非經常性損益後的淨利潤盈利1.635億元-1.745億元,比上年同期增長19.88%-27.94%。
公司核心產品“功能-結構”一體模塊化產品大規模量產,隨着陶瓷加熱器產線從原有廠房逐漸搬遷至先進材料生產基地新廠房,相關設備持續補充配置,現有產能正在逐步提升,量產的陶瓷加熱器銷往國內半導體晶圓廠商和半導體主流設備廠商,裝配於SACVD、PECVD、LPCVD、ALD、PVD和激光退火設備,部分陶瓷加熱器產品已量產並應用於晶圓的薄膜沉積生產工藝流程。
2025年上半年公司來自於國內主要半導體設備廠商以及國際頭部半導體設備廠商的產品銷售收入較2024年同期繼續保持大幅增長。
公司淨利潤增長率低於收入增長率,主要系公司持續保證大量的研發投入。在完善現有材料體系的基礎上,公司持續佈局新材料體系開發,積極拓展材料應用關聯技術,以支持公司現有產品保持技術領先地位。2025年,公司研發工作繼續圍繞“結構-功能”一體模塊化產品加大投入,持續推進產品在客戶端與終端用戶的驗證和量產進程。目前,公司的靜電卡盤與超高純碳化硅套件也逐步量產,並已形成了一定的收入。
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