证券代码：603690 证券简称：至纯科技 公告编号：2025-080 上海至纯洁净系统科技股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 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、准确性和完整性承担法律责任。 为进一步加强与投资者的互动交流，上海至纯洁净系统科技股份有限公司 （以下简称"公司"）将参加由中国证券监督管理委员会上海监管局指导、上海 上市公司协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公 司集体接待日暨中报业绩说明会活动"，现将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net/html/175611728073329.shtml）；或关注微信公众号（名称： 全景财经）；或下载全景路演 APP，参与本次互动交流。 1 活动时间为 2025 年 9 月 19 日（周五）15:00-17:00。届时公司高管将在线 就公司 2025 年半年度业绩、公司治理、发展战略、经营状况等投资者关心的问 题，与投资者进行 ...

Core Viewpoint - The company, Zhichun Technology, reported a revenue of 1.608 billion yuan for the first half of 2025, marking a year-on-year growth of 5.25%, with a net profit attributable to shareholders of 39.3187 million yuan. The significant growth in the electronic materials business, which saw a revenue increase of approximately 146%, highlights the company's commitment to the semiconductor manufacturing service sector and its role in enhancing China's semiconductor industry autonomy and stability [1][2]. Group 1: Financial Performance - In the first half of 2025, the company's revenue reached 1.608 billion yuan, reflecting a 5.25% increase year-on-year [1]. - The net profit attributable to shareholders was 39.3187 million yuan [1]. - The electronic materials business generated revenues of 0.54 billion yuan and 1.33 billion yuan in the first halves of 2024 and 2025, respectively, indicating a robust growth of approximately 146% [2]. Group 2: Strategic Developments - The company has made significant advancements in the electronic materials sector, particularly with the establishment of a fully domestic 12-inch wafer gas station that supports 28nm processes, breaking the long-standing monopoly of international suppliers [2]. - The company is expanding its core semiconductor component business, providing comprehensive service solutions to FAB plants through TGM and TCM services [3]. - The LAB2FAB® strategy has been a cornerstone of the company's approach since 2005, focusing on meeting user demands in innovation and equipment [5]. Group 3: Innovation and Technology - The company has invested a total of 1.848 billion yuan in R&D since its listing, with nine subsidiaries recognized as "high-tech enterprises" [4]. - As of June 30, 2025, the company has filed 865 patent applications, including 356 invention patents, and has been granted 615 patents [5]. - The company has received various accolades, including recognition as a "Shanghai Manufacturing Industry Champion Enterprise" and being listed among the top five in local integrated circuit equipment sales [6]. Group 4: Market Position and Orders - The company has achieved a market share of 48.8% in the specialty gas sector for 12-inch wafer fabs from 2016 to 2024 [5]. - As of the reporting period, the company has an order backlog of 13.414 billion yuan, with 94.72% of these orders in the semiconductor sector [8]. - The company has established a robust supply chain strategy, aiming for 90% of its equipment supply chain to be self-sufficient [8]. Group 5: Operational Efficiency - The management has implemented plans to enhance operational efficiency and cash flow, with a focus on improving accounts receivable recovery [9]. - The cash income ratio for the first half of 2025 was maintained at a healthy level of 0.95 [9]. - The company is positioned to leverage the historical opportunities presented by domestic substitution in the semiconductor industry [9].

Company Overview - Shanghai Zhichun Clean System Technology Co., Ltd. was established on November 13, 2000, and went public on January 13, 2017. The company specializes in the research, development, production, and sales of semiconductor process equipment and related services [2] - The main business revenue composition includes: system integration 78.51%, equipment business 16.80%, electronic materials 4.56%, and others 0.13% [2] - The company operates within the semiconductor equipment sector and is associated with concepts such as margin trading, mid-cap stocks, third-generation semiconductors, share buybacks, and Huawei concepts [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 5.25%. However, the net profit attributable to the parent company was 39.3187 million yuan, a decrease of 46.68% year-on-year [2] - Since its A-share listing, the company has distributed a total of 248 million yuan in dividends, with 136 million yuan distributed over the past three years [3] Stock Market Activity - On September 2, the company's stock price increased by 2.08%, reaching 28.98 yuan per share, with a trading volume of 310 million yuan and a turnover rate of 2.82%. The total market capitalization is 11.118 billion yuan [1] - Year-to-date, the company's stock price has risen by 15.64%, with a 6.62% increase over the last five trading days, a 15.00% increase over the last 20 days, and a 15.32% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on April 7, where it recorded a net purchase of 8.0238 million yuan [1]

Core Viewpoint - The company, Zhichun Technology, reported a revenue of 1.608 billion yuan for the first half of 2025, marking a year-on-year growth of 5.25%, with a net profit attributable to shareholders of 39.3187 million yuan. The company is focusing on the semiconductor manufacturing service cycle and has seen significant growth in its electronic materials business, which generated 133 million yuan, a substantial increase of 146% year-on-year [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 1.608 billion yuan, reflecting a year-on-year increase of 5.25% [1]. - The net profit attributable to shareholders for the same period was 39.3187 million yuan [1]. - The electronic materials business revenue reached 133 million yuan, showing a remarkable growth of 146% year-on-year [1]. Group 2: Strategic Developments - The company has established the first fully domestically produced 12-inch wafer gas factory supporting 28nm processes, which is now operating stably [1]. - A second similar gas station began operations in 2024, expected to contribute to revenue as customer capacity is released [1]. - The company is actively pursuing the acquisition of electronic materials supplier Weidun Crystal Phosphorus to strengthen its strategic layout in the electronic materials sector [1]. Group 3: Market Position and R&D - The company has invested over 1.8 billion yuan in R&D since its listing, achieving multiple breakthroughs in the semiconductor equipment and materials field [2]. - It holds a market share of 48.8% in the high-purity process system market and over 30% in chemical equipment and systems [2]. - As of June 30, 2025, the company has applied for 865 patents, including 356 invention patents, and has been granted 615 patents [2]. Group 4: Operational Efficiency - The management has implemented plans to reduce costs and increase efficiency, aiming to provide long-term returns for investors [3]. - As of the reporting period, the post-receivable ratio for the top ten customers reached 38.38% [3]. - The cash income ratio for the first half of 2025 maintained a healthy level of 0.95 [3].

Group 1 - The company reported a revenue of 1.608 billion yuan in the first half of 2025, representing a year-on-year growth of 5.25%, with a net profit attributable to shareholders of 39.3187 million yuan [1] - The electronic materials business achieved significant growth, with revenue reaching 133 million yuan, a substantial increase of approximately 146% year-on-year [1] - The company has established the first fully domestic 12-inch wafer gas factory supporting 28nm process, which has been operating stably, and a second similar facility is expected to contribute to revenue as customer capacity is released [1] Group 2 - The company has invested over 1.8 billion yuan in R&D since its listing, achieving multiple key breakthroughs in the semiconductor equipment and materials sector, and holds a market share of 48.8% in the high-purity gas system market [2] - As of June 30, 2025, the company has applied for a total of 865 patents, including 356 invention patents, and has been granted 615 patents, marking its entry into international patent layout with a U.S. patent authorization [2] - The company is focused on technological innovation and has built a comprehensive supply chain to support the domestic semiconductor industry, with a total order backlog of 13.414 billion yuan, 94.72% of which comes from the semiconductor sector [3]

据证券之星公开数据整理，近期至纯科技（603690）发布2025年中报。截至本报告期末，公司营业总收 入16.08亿元，同比上升5.25%，归母净利润3931.87万元，同比下降46.68%。按单季度数据看，第二季 度营业总收入8.8亿元，同比上升22.88%，第二季度归母净利润2030.26万元，同比上升99.87%。本报告 期至纯科技公司应收账款体量较大，当期应收账款占最新年报归母净利润比达12949%。 本次财报公布的各项数据指标表现一般。其中，毛利率30.03%，同比减12.4%，净利率0.65%，同比减 77.36%，销售费用、管理费用、财务费用总计3.44亿元，三费占营收比21.4%，同比减2.88%，每股净资 产13.07元，同比增1.87%，每股经营性现金流-1.47元，同比减11.62%，每股收益0.1元，同比减46.63% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15.28亿 | 16.08亿 | 5.25% | | 归母浄利润（元） | 7374.34万 | 3931.87万 | - ...

Group 1 - The company reported a revenue of 1.608 billion yuan for the first half of the year, representing a year-on-year growth of 5.25% [1] - The net profit attributable to shareholders of the listed company was 39.3187 million yuan, showing a year-on-year decline of 46.68% [1] - The basic earnings per share were 0.103 yuan [1]

Core Viewpoint - The company has decided to adjust the repurchase price of certain restricted stocks due to unmet performance targets in the fourth phase of its equity incentive plan, leading to the repurchase and cancellation of specific stock options and restricted stocks [2][9][10]. Summary by Relevant Sections Stock Repurchase and Cancellation - The company will repurchase and cancel a total of 680,400 shares of restricted stock due to the failure to meet performance targets set in the fourth phase of the equity incentive plan [9][10]. - The adjusted repurchase price for the third unlock period of the fourth phase restricted stock is set at approximately 19.03 yuan per share, while for the second unlock period, it is approximately 15.61 yuan per share [3][10]. Performance Targets and Adjustments - The board of directors has acknowledged that the company's 2024 financial performance did not meet the established targets for the fourth phase of the equity incentive plan, resulting in the decision to cancel the corresponding stock options and restricted stocks [2][9]. - The adjustments to the repurchase prices were made in accordance with the company's equity incentive plan and relevant regulations, reflecting the impact of the company's performance on the incentive structure [10][12]. Legal and Procedural Compliance - The company has followed necessary legal procedures for the stock repurchase and cancellation, including notifying creditors and obtaining required approvals from the supervisory board and independent directors [12][13]. - The legal opinion from Shanghai Bohang Law Firm confirms that the adjustments and cancellations comply with applicable laws and regulations, ensuring no significant impact on the company's normal operations [13].

智通财经APP讯，至纯科技(603690.SH)披露2025年半年度报告，报告期公司实现营收16.08亿元，同比 增长5.25%;归母净利润3932万元，同比下降46.68%;扣非净利润1952万元，同比下降71.34%;基本每股收 益0.103元。 ...

Core Viewpoint - The company reported a revenue of 1.608 billion yuan for the first half of 2025, reflecting a year-on-year growth of 5.25%, but faced a significant decline in net profit and adjusted net profit [1] Financial Performance - Revenue reached 1.608 billion yuan, representing a 5.25% increase compared to the previous year [1] - The net profit attributable to shareholders was 39.32 million yuan, showing a decline of 46.68% year-on-year [1] - The adjusted net profit was 19.52 million yuan, which is a decrease of 71.34% compared to the same period last year [1] - Basic earnings per share stood at 0.103 yuan [1]