证券日报网1月29日讯，盛美上海在接受调研者提问时表示，目前，公司重点推出的面板级先进封装的 新设备包括UltraECPap-p面板级电镀设备、UltraCvac-p面板级负压清洗设备和UltraCbev-p面板级边缘刻 蚀设备等三款新产品。其中，UltraECPap-p面板级电镀设备创新性地采用了专利申请保护的水平(平面) 电镀方式，让方形电场与面板实现同步旋转，能够更好地控制电镀均匀性；同时能够实现面板传输过程 中引起的槽体间污染控制，大大降低了不同种金属电镀槽之间化学交叉污染的风险；UltraCvac-p面板级 负压清洗设备利用负压技术去除芯片结构中的助焊剂残留物，可使清洗液到达狭窄的缝隙，显著提高了 清洗效率，目前该设备已经在客户端实现量产；UltraCbev-p面板级边缘刻蚀设备采用专为边缘刻蚀和铜 残留清除而设计的湿法刻蚀工艺，在扇出型面板级封装技术中起到至关重要的作用。公司将积极推进上 述三类产品在中国台湾市场的应用及拓展，后续相关产品的具体动态信息敬请关注公司披露的公开信 息。公司将积极把握面板级设备市场发展趋势，做全湿法工艺的面板设备类型。此外，晶圆级封装设备 今年也有信心在中国台湾打开市场 ...

Core Viewpoint - The company anticipates that by 2025, revenue from advanced packaging (excluding electroplating) equipment will account for nearly 10% of total revenue, while electroplating equipment will exceed 20% of total revenue, indicating a strong growth potential in the advanced packaging market [1] Group 1 - The advanced packaging equipment market has significant growth prospects, with an overall positive industry development trend [1] - The company sees substantial growth potential in the Chinese market for advanced packaging equipment [1] - Advanced packaging equipment is expected to become a key business segment for revenue growth in 2026 [1]

Core Viewpoint - The company emphasizes the importance of technological differentiation and continuous product innovation to maintain its competitive edge in the cleaning equipment market [1] Group 1 - The market for cleaning equipment is characterized by ongoing competition [1] - The company is committed to long-term and stable R&D investment, which provides strong support for technological innovation [1] - The company's core technologies are protected by patents, making them non-replicable [1]

Core Viewpoint - The company emphasizes the importance of expanding into overseas markets and adheres to a development strategy focused on "technological differentiation, product platformization, and global customer base" [1] Group 1: Market Expansion Strategy - The product matrix includes cleaning equipment, electroplating equipment, advanced packaging wet process equipment, vertical furnace tube series equipment, coating and developing equipment, PECVD equipment, and panel-level equipment, all possessing global independent intellectual property rights [1] - The company has gained attention and recognition from several international clients for its self-developed differentiated core equipment, with products already entering the Singapore market this year and four units sold to the U.S. market last year [1] Group 2: Future Outlook - The company is actively pursuing expansion into overseas markets such as Taiwan and South Korea, with an expectation that the pace of overseas market development will accelerate in 2026 compared to 2025 [1] - The ongoing global customer strategy aims to increase overseas market sales share and support overall revenue growth while contributing to the development of the global semiconductor industry [1]

证券日报网1月29日讯，盛美上海在接受调研者提问时表示，2025年，公司立式炉管、Track以及 PECVD设备等平台化产品已陆续投放市场，有望为2026年及今后的整体营收贡献力量，成为重要的业 绩增长点。Track设备方面，2025年第三季度公司推出首款自主研发的高产出(300WPH)KrF工艺前道涂 胶显影(Track)设备UltraLITHKrF，并已顺利交付中国头部逻辑晶圆厂客户，该产品具有高产能、先进温 控技术以及实时工艺控制和监测功能，进一步拓展了光刻相关的应用领域，展现了公司在新产品品类中 的持续扩展能力。在PECVD设备方面，公司对该类设备的差异化技术构架及未来市场前景非常有信 心，后续也将持续加大研发投入，将PECVD设备推向更广阔的国内外市场。LPCVD、ALD炉管系列设 备持续推进技术研发，均取得了创新突破。公司自主研发的UltraFn立式炉管设备采用公司独有的立式 炉管结构设计，具备最高1250°C的处理能力，能够聚焦高端IGBT应用，市场整体反响良好，下一代产 品目标做到具备1350°C的处理能力，对IGBT是重大利好；在ALD设备方面，近年来公司持续强化对 ALD设备的研发投入，积 ...

证券日报网1月29日讯，盛美上海在接受调研者提问时表示，公司从2017年就开始进行相关布局，在海 外已设有韩国研发与生产基地，可实现多元化海外供货，更好满足客户的多样化需求。未来，公司将在 海外市场持续推进本地化布局，降低关税等外部因素冲击，提升盈利能力。 ...

证券日报网1月29日讯，盛美上海在接受调研者提问时表示，整体来看，存储客户占比略高于逻辑客 户，整体差异不大，逻辑客户增长也很强劲。具体客户的采购份额会有所差异，部分客户采购公司产品 的比例达到了50%以上。2026年，公司期待实现清洗设备的种类全覆盖、工艺全覆盖，积极推进成熟工 艺继续扩大市场，在先进工艺上也将持续提升市场占有率。 ...

Core Viewpoint - The discrepancy in financial reporting between Shengmei Shanghai and its parent company ACMR is attributed to differences in accounting standards [1] Group 1: Revenue Recognition - Shengmei Shanghai recognizes revenue after testing and acceptance, typically after equipment is delivered and commissioned [1] - ACMR, under US accounting standards, recognizes revenue for the first equipment order after testing and acceptance, while for repeat orders, revenue can be recognized upon shipment [1]

Core Viewpoint - The impact of the U.S. tariff increase on the company is manageable, and it will continue to promote supply chain diversification and localization [1] Group 1: Supply Chain Management - The company has established a comprehensive procurement system and maintains stable partnerships with major global suppliers [1] - It has set up a research and production base in South Korea to achieve diversified overseas supply [1] - In mainland China, the company actively collaborates with local raw material and component suppliers to enhance the diversification of key component procurement channels [1] Group 2: Cost Management - The company aims to shorten the procurement cycle for raw materials and components, thereby reducing procurement costs [1]

格隆汇1月29日｜有投资者在互动平台向盛美上海提问：请问美国白宫宣布，从1月15日起对部分进口半 导体、半导体制造设备和衍生品加征25%的进口从价关税，该政策对贵公司影响大吗？ 盛美上海回复称，美国加征关税对公司的影响整体可控，公司将持续推进供应链的多元化布局和本土化 替代。公司建立了完善的采购体系，与全球主要供应商建立了稳定的合作关系，在海外已设有韩国研发 与生产基地，可实现多元化海外供货。同时，公司在中国大陆积极与本地原材料和零部件供应商合作， 在逐步提升关键零部件采购渠道多元化的同时，缩短原材料和零部件的采购周期，降低采购成本。 ...