Semiconductor industry revenue and net profit accelerate growth; 16 high-quality stocks unfairly "killed" exposed

People’s Finance News, April 6—According to Securities Times·Data-Base statistics, as of now, the relevant data on 2025 net profit for A-share semiconductor companies (including forecasts; for forecasts, the lower bound is used, and the same applies below) has basically been fully disclosed (only a small number of companies have not yet disclosed their annual reports or performance forecasts). Overall, among 165 companies that disclosed net profit, 115 companies recorded profits in 2025; the proportion of profitable companies is close to 70%, slightly exceeding the level in 2024. Looking back at history, in 2024, semiconductor companies’ revenue year-on-year growth was 21.44%, which was more than 20 percentage points higher than the previous year; net profit year-on-year growth was 15.42%, which was close to 66 percentage points higher than the previous year. In 2025, revenue year-on-year growth (comparable basis) was nearly 24%, and net profit year-on-year growth was 29.09%; both revenue and net profit growth rates continued to move upward compared with the previous year. Judging by market performance, in 2025 the semiconductor sector performed strongly: the Shenwan Semiconductor Industry Index’s cumulative gain was close to 46%, placing it among the leaders in the industry. Since the beginning of this year, the sector has fallen into a pullback; as of April 3, the Shenwan Semiconductor Industry Index was down slightly by 0.85%. Many companies within the industry have pulled back significantly, including several strong-performing stocks. According to Data-Base statistics, since the beginning of this year, there are 16 semiconductor companies with a cumulative stock price decline of no less than 5%, that have lagged the semiconductor industry index for the full year of 2025, and that recorded profits in 2025 with net profit year-on-year growth of no less than 30%.