证券日报网讯 2月27日，敏芯股份发布业绩快报称，公司2025年实现营业总收入620511926.02元，同比 增长22.69%；归属于母公司所有者的净利润为37410078.67元。 （文章来源：证券日报） ...

格隆汇2月27日丨敏芯股份(688286.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入 62,051.19万元，同比增长22.69%；实现归属于母公司所有者的净利润3,741.01万元，同比增加7,264.57 万元；实现归属于母公司所有者的扣除非经常性损益的净利润3,012.33万元，同比增加6,521.24万元。报 告期内，公司在新产品领域持续多年的研发投入和市场推广取得成效，压力产品线收入和惯性传感器收 入均较去年同期实现大幅增长。 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2026-005 苏州敏芯微电子技术股份有限公司 2025 年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以苏州敏芯微电子技术股份有限公司（以下简称"公司"）2025 年 年度报告中披露的数据为准，提请投资者注意投资风险。 一、 2025 年度主要财务数据和指标 报告期末，公司总资产为 123,581.73 万元，较报告期初增长 2.06%，归属于 母公司的所有者权益为 107,295.89 万元，较报告期初增长 4.46%。 报告期内，公司在新产品领域持续多年的研发投入和市场推广取得成效，压 力产品线收入和惯性传感器收入均较去年同期实现大幅增长。 同时，报告期内，公司整体销售额增长以及公司产品综合毛利率提升，实现 扭亏为盈。公司产品综合毛利率提升的主要原因如下： | 项目 | 本报告期 | 上年同期 | 增减变动幅度 （％） | | --- | --- | --- ...

敏芯股份公告称，2025年实现营业总收入6.21亿元，同比增长22.69%；归属于母公司所有者的净利润 3741.01万元，同比增加7264.57万元，实现扭亏为盈。扣非净利润3012.33万元，同比增加6521.24万元。 报告期末，总资产12.36亿元，较期初增长2.06%；归属于母公司的所有者权益10.73亿元，较期初增长 4.46%。业绩增长得益于新产品研发和市场推广成效、整体销售额增长及产品综合毛利率提升。数据为 初步核算，未经审计，具体以年报为准。 ...

敏芯股份发布业绩快报，2025年营业收入6.21亿元，同比增长22.69%。净利润3741.01万元，同比增加 7264.57万元。报告期内，公司在新产品领域持续多年的研发投入和市场推广取得成效，压力产品线收 入和惯性传感器收入均较去年同期实现大幅增长。同时，报告期内，公司整体销售额增长以及公司产品 综合毛利率提升，实现扭亏为盈。 ...

Core Insights - The optical communication chip market in China is experiencing continuous growth driven by artificial intelligence, data center expansion, consumer electronics, and 5G deployment [1][20][27] - The production and demand for optical communication chips are projected to increase significantly, with production reaching 867 million units and demand reaching 1.198 billion units in 2024, resulting in a market size of 15.16 billion yuan [1][20][27] - The market is expected to maintain rapid growth, with production estimated at 904 million units and demand at 1.249 billion units in 2025, leading to a market size of approximately 16.02 billion yuan [1][20][27] Industry Definition and Classification - Optical communication chips are defined as chips that convert optical signals and are used for generating, modulating, amplifying, and detecting optical communication signals [2][21] - These chips can be classified into laser chips and detector chips, with laser chips further divided into surface-emitting and edge-emitting types [2][21] Current Industry Status Global Market - The global optical communication chip market is projected to reach $5.43 billion in 2024, with North America accounting for $1.317 billion, Europe for $829 million, and the Asia-Pacific region for $3.048 billion [5][24] - The demand for optical communication chips is driven by the rapid development of new information technologies such as mobile internet, 5G, and cloud computing [5][24] Chinese Market - The Chinese optical communication chip market is expected to see a demand increase to 1.198 billion units in 2024, with high-speed optical communication chips accounting for approximately 13.98% of the total demand [8][27] - The market size for optical communication chips in China is projected to reach 15.16 billion yuan in 2024, with high-speed chips contributing 50.6 billion yuan [8][27] Industry Supply and Competition - The number of companies entering the domestic optical communication chip industry is increasing, leading to improved production technology and a rising domestic production rate [11][30] - The production of optical communication chips in China is expected to grow from 517 million units in 2018 to 867 million units in 2024 [11][30] Industry Value Chain - The optical communication chip industry value chain consists of upstream materials and equipment, midstream chips and modules, and downstream application markets [13][32] - The current landscape shows a monopoly in high-end materials and equipment by overseas companies, while domestic companies dominate the lower-end applications [13][32]

Core Viewpoint - Suzhou Minxin Microelectronics Technology Co., Ltd. anticipates a significant improvement in its financial performance for the year 2025, projecting a turnaround from losses to profitability, driven by increased revenue and enhanced gross margins [2][4]. Financial Performance Forecast - The company expects to achieve an operating revenue of RMB 580 million to RMB 640 million for 2025, representing an increase of RMB 74.26 million to RMB 134.26 million, or a year-on-year growth of 14.68% to 26.55% [2][4]. - The projected net profit attributable to the parent company is expected to be between RMB 28 million and RMB 40 million, an increase of RMB 63.24 million to RMB 75.24 million compared to the previous year, marking a return to profitability [2][4]. - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is forecasted to be between RMB 23 million and RMB 34 million, reflecting an increase of RMB 58.09 million to RMB 69.09 million year-on-year, also indicating a return to profitability [2][4]. Previous Year Performance - In 2024, the company reported an operating revenue of RMB 505.74 million and a net loss attributable to the parent company of RMB 35.24 million [6]. Reasons for Performance Changes - The increase in operating revenue is attributed to the successful long-term investment in R&D and market promotion, leading to significant growth in revenue from pressure product lines and inertial sensors [7]. - The substantial increase in net profit is primarily due to the overall growth in sales and an improvement in the company's gross margin, driven by: 1. A higher sales proportion of high-margin new products, which boosted the overall product gross margin [9]. 2. Effective cost reduction and efficiency enhancement measures, along with economies of scale from increased production volume, leading to a gradual decrease in production costs [9].

（编辑 任世碧） 证券日报网讯 1月30日，敏芯股份发布2025年年度业绩预告称，公司预计2025年度归属于母公司所有者 的净利润为人民币2，800.00万元至4，000.00万元，与上年同期（法定披露数据）相比，将增加6， 323.57万元到7，523.57万元，实现扭亏为盈。 ...

Core Viewpoint - Minxin Co., Ltd. (688286.SH) expects to achieve a net profit attributable to shareholders of the parent company ranging from 28 million to 40 million yuan for the fiscal year 2025, marking a significant turnaround from a loss to profitability compared to the previous year [1] Financial Performance - The projected net profit represents an increase of 63.2357 million to 75.2357 million yuan compared to the same period last year [1]

Core Viewpoint - The company, Minxin Co., Ltd. (688286.SH), expects significant growth in revenue and net profit for the year 2025, driven by successful product development and market promotion efforts. Group 1: Revenue Expectations - The company anticipates achieving an operating revenue of RMB 580 million to RMB 640 million in 2025, representing an increase of RMB 74.2592 million to RMB 134 million compared to the previous year, which corresponds to a year-on-year growth of 14.68% to 26.55% [1] - The increase in revenue is attributed to substantial growth in the pressure product line and inertial sensor revenue, resulting from years of investment in new product research and market promotion [1] Group 2: Profit Expectations - The company projects a net profit attributable to shareholders of RMB 28 million to RMB 40 million for 2025, marking an increase of RMB 63.2357 million to RMB 75.2357 million compared to the previous year, thus achieving a turnaround from loss to profit [1] - The expected net profit, excluding non-recurring gains and losses, is estimated to be between RMB 23 million and RMB 34 million, reflecting an increase of RMB 58.0891 million to RMB 69.0891 million year-on-year, also indicating a turnaround from loss to profit [1] Group 3: Profit Margin Improvement - The company's net profit is expected to increase significantly due to overall sales growth and an improvement in the comprehensive gross profit margin of its products [2] - The increase in gross profit margin is primarily driven by a higher sales proportion of high-margin new products, as well as effective cost reduction and efficiency enhancement measures, which have led to a decrease in production costs due to economies of scale [2]