SICC CO.(688234) 证券时报网·2025-03-28 01:07Group 1 - The company reported a revenue of 1.768 billion yuan in 2024, an increase of 41.37% year-on-year, and a net profit of 179 million yuan, marking a return to profitability [1] - The company's stock price has increased nearly 30% year-to-date, reflecting strong market interest in its semiconductor materials [1] - The company specializes in high-quality silicon carbide substrates and has been a pioneer in the commercialization of 2-inch to 8-inch silicon carbide substrates, as well as the introduction of 12-inch substrates [1] Group 2 - In 2024, the company plans to enhance its core product capacity, with the Jinan factory steadily increasing production and the Shanghai factory achieving an annual capacity of 300,000 conductive substrates ahead of schedule [2] - The production of silicon carbide substrates is expected to reach 410,200 pieces in 2024, a growth of 56.56% compared to 2023, with gross margin improving to 32.92%, an increase of 15.39 percentage points year-on-year [2] - The company is preparing for an overseas public offering of H-shares and plans to use the funds for expanding production capacity and enhancing R&D capabilities [2] Group 3 - The company has established business relationships with over half of the top ten power semiconductor manufacturers globally, and its market share is projected to reach 22.8% in 2024, placing it among the international leaders [3] - The company aims to leverage its advantages in capacity layout, technological accumulation, and industry positioning to continuously improve product quality and scale, thereby enhancing overall profitability [3]