Goke Microelectronics projects a net loss in the Net profit attributable to shareholders (consolidated net profit attributable to shareholders of the parent company) for 2025, ranging from 180 million to 250 million yuan. This anticipated loss is primarily attributed to the company's failure to adjust product prices in tandem with the soaring costs of raw materials, which has subsequently exerted pressure on gross margins and overall performance. Recently, Goke Microelectronics unveiled a sweeping price hike for its product lineup, with certain increases soaring up to 80%. The company also indicated that the price adjustments scheduled for the second quarter of 2026 would fluctuate in accordance with KGD market prices. Meanwhile, China Micro Semiconductor has also issued a notice regarding price increases, raising the prices of products such as MCUs and Norflash by 15% to 50%. China Micro Semiconductor anticipates a net profit of approximately 284 million yuan for 2025, marking a year-on-year surge of 107.55%. This growth is driven by the launch of innovative products that have bolstered product competitiveness and boosted shipment volumes. Currently, influenced by a confluence of demand and cost factors, the impact of price hikes has permeated multiple segments within the semiconductor industry. This trend has not only fortified the semiconductor equipment sector but also spurred capital inflows into related ETFs. Kaiyuan Securities opines that the ongoing upward cycle in the passive component industry is poised to be both longer and more sustainable.