中微公司(688012.SH)：預計半年度淨利潤同比增加31.61%到41.28%
格隆匯7月17日丨中微公司(688012.SH)公佈，1．經財務部門初步測算，公司預計2025年半年度實現歸屬於母公司所有者的淨利潤爲68,000萬元到73,000萬元，同比增加31.61%到41.28%。2．經財務部門初步測算，公司預計2025年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤爲51,000萬元到56,000萬元，同比增加5.54%到15.89%。
2025年上半年，公司營業收入約49.61億元，同比增長約43.88%。其中刻蝕設備收入增長約40.12%，達37.81億元；LPCVD薄膜設備收入增長約608.19%，達1.99億元。公司針對先進邏輯和存儲器件製造中關鍵刻蝕工藝的高端產品新增付運量顯著提升，在先進邏輯器件和先進存儲器件中多種關鍵刻蝕工藝實現大規模量產。公司站在先進製程工藝發展的最前沿，堅持技術的創新、產品的差異化和知識產權保護的基本原則。堅持原創的設計，和國際領先的半導體客戶公司同步前行。公司目前在研項目涵蓋六類設備，超二十款新設備的開發。公司研發新產品的速度顯著加快，過去通常需要三到五年開發一款新設備，現在只需兩年或更短時間就能開發出有競爭力的新設備，並順利進入市場，公司有望在未來幾年更大規模地推出新產品。
2025年上半年，公司歸母淨利潤爲68,000萬元到73,000萬元，同比增加16,330.60萬元至21,330.60萬元（增長約31.61%至41.28%）的主要原因：（1）2025年上半年營業收入增長43.88%下，毛利較去年增長約5.52億元；（2）2025年上半年公司研發投入約14.92億元，同比增加5.21億元（增長約53.70%），2025年上半年研發投入佔公司營業收入比例約爲30.07%，遠高於科創板上市公司的平均研發投入水平（10%~15%）。2025年上半年研發費用11.16億元，較去年增長約5.49億元（增長約96.65%）；（3）經評估師評估初步結果，公司以公允價值計量且其變動計入當期損益的對外股權投資於2025年上半年產生公允價值變動收益和投資收益合計約1.72億元，較2024年上半年虧損的0.08億元增加約1.80億元。
2025年上半年，公司扣非後歸母淨利潤爲51,000萬元到56,000萬元，同比增加2,676.98萬元至7,676.98萬元（增長約5.54%到15.89%）的主要原因：2025年上半年營業收入增長43.88%，毛利較去年增長約5.52億元，以及2025年上半年研發費用較去年增長約5.49億元。
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