芯成科技中期报告2025

2 35789182228293132 251101 & 1112 132-1341208-18 2811 Conyers Corporate Services (Bermuda) LimitedClarendon House2 Church StreetHamilton HM 11Bermuda 1617 Clarendon House2 Church StreetHamilton HM 11Bermuda 1. Clarendon House, 2 Church Street, Hamilton HM 11, Bermuda251101 & 1112 (i)SMT(ii)10 2. 34 3. 161202017721 4. 5. 6. 10 6. 7. 8. 10. 11. 12. 13. 14. 15. 102,127,0001,062,0003,245,000 2.3%2.4%65%2015-2019660,5365.3%6.4% SMT SMT177,334,00024.4%67,408,0003.8%SMT85.0%SMT150,706,00014.4%74,610,00024.7%6,180,000SMT 5001,00096.0724,926,000 SMT (SMT) 10.2%9.5%CINNO ResearchMini LED20%AIAIPCBPCB9684,333.212.862.91 1.221.2864.555.9%5.2%158.3 (IDC)20251,658.669.4%2,515.111.5% SMTSMT (2025)9,4912.2229%570100 (2025-2027) (2024-2027) SMT SMT 177,334,00024.4%SMT85.0%6,180,0006,660,000 2025PMI SMT SMT150,706,00014.4%74,610,00024.7%23,384,00038.4% 2025(InnoElectro)(ExpoElectronica)(NEPCON China) SMT SMT SMTLEDMini LEDCOB LEDOmdia2.087Mini LEDOmdiaMini LED3,8303.2% SMT1,2576902,822158.345.1%SMT SMT8.7%20.6%11.5%SMTMini LED 24,926,0008,904,00019,133,000 2025(V15.0) (AGC)(PFR)K3 1,384,000 26,563,0005,950,000 34,570,00024,954,000 10,767,0001,730,000 6,180,000 12.26% 194,864,000176.39% 171,945,000205,301,00033,356,00018095156728044 70,873,000 232,786,000226,126,0006,660,000 28524 XV352 336XV23 1.50.1%28%21.9% 2.87,783,168(a)81,562,368(b)Sun East GroupLimited50%3,796,000(c) Sum Win ManagementCrop.2,424,800 3.100% 336 C1 C3 (www.hkex.com.hk)(www.sino-ict.com)