盛美半导体设备（上海）股份有限公司2025 年半年度报告 公司代码：688082 公司简称：盛美上海 盛美半导体设备（上海）股份有限公司 2025 年半年度报告 1 / 188 盛美半导体设备（上海）股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告"第三节 管理层讨论与分析"之"四、风险因素"。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人HUI WANG、主管会计工作负责人LISA YI LU FENG及会计机构负责人（会计 主管人员）王岚声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 否 十、 是否存在违反规定决策程序对外提供担保的情况 否 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 ...

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved a net profit of 1.123 billion yuan in the first half of 2025, with total operating income of 4.258 billion yuan and total comprehensive income of 1.106 billion yuan [1] - Shanghai Pudong Development Bank reported a net profit of 29.737 billion yuan for the first half of 2025, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [5] - Shunbo Alloy reported a net profit growth of 110.56% year-on-year for the first half of 2025 [12] Group 2: Regulatory and Corporate Actions - Sino Medical announced that its subsidiary received breakthrough medical device designation from the FDA for a new intracranial atherosclerosis treatment product, marking a significant milestone as the first of its kind globally [1] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6][7] - Tianyang Technology is planning to purchase equity in Tonglian Jinfu and related companies, with key transaction details still under negotiation [8] - Filinger reported stock price fluctuations, with the president reducing his holdings by 8,600 shares during a period of abnormal trading activity [2] - Dongfang Guoxin's controlling shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [3]

（文章来源：证券日报） 证券日报网讯 8月6日晚间，盛美上海发布公告称，公司第二届董事会第二十二次会议审议通过了《关 于公司2025年半年度报告及其摘要的议案》等多项议案。 ...

Key Points - The article highlights various significant announcements from different companies, including project investments, operational data, and stock buybacks [1][2][3] Group 1: Project Investments - Maglev Technology plans to invest in the construction of a "maglev compressor and related product R&D production base" [1] - Xianhe Co. intends to invest in an integrated high-performance paper-based new material project [1] - China Shipbuilding Technology aims to invest in a 1.3 million kilowatt wind power project in Xinjiang [1] Group 2: Operational Data - Wen's Co. reported July sales revenue of 2.316 billion yuan from meat chickens and 4.877 billion yuan from live pigs [1][2] - Dongrui Co. recorded July sales revenue of 170 million yuan from live pigs [2] - Jindong Agricultural reported cumulative sales revenue of 7.365 billion yuan from January to July [2] Group 3: Stock Acquisitions - Weichai Heavy Machinery plans to acquire 100% equity of Changbo Company for 492 million yuan [1][2] - Electric Connection Technology intends to acquire 39% equity of Aimers for 180 million yuan [2] - Huaxi Co. plans to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [2] Group 4: Stock Buybacks - Tapai Group plans to repurchase company shares with an investment of 50 million to 100 million yuan [1][2] Group 5: Performance - BeiGene reported total revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - Shengmei Shanghai achieved a net profit of 696 million yuan in the first half of the year, a year-on-year growth of 56.99% [2][3] - Liyuan Information reported a net profit of 96.13 million yuan in the first half of the year, a year-on-year increase of 65.79% [3] Group 6: Shareholding Changes - MinDe Electronics' controlling shareholder plans to reduce holdings by up to 4% [1][3] - Qianhong Pharmaceutical's major shareholder plans to reduce holdings by up to 1.67% [1][3] - Ligao Food's shareholders plan to reduce holdings by up to 2.47% [3] Group 7: Other Announcements - Xingyuan Zhuomei received a project designation notification from a client [1][3] - Alloy Investment's controlling shareholder has changed to Jiuzhou Hengchang, with the actual controller changing to Wang Yunzhang [1][3]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the mainland China market and effective operational execution [2][3]. Financial Performance - Revenue for the first half of 2025 reached 3.27 billion yuan, a year-on-year increase of 35.83% [3]. - Total profit amounted to 820 million yuan, reflecting a 75.27% increase compared to the previous year [3]. - Net profit attributable to shareholders was 696 million yuan, up 56.99% year-on-year [3]. - The net profit after deducting non-recurring gains was 674 million yuan, representing a 55.17% increase [3]. - The company’s net cash flow from operating activities was -131 million yuan, a decline of 129.54% year-on-year, primarily due to increased employee compensation and slower accounts receivable collection [4]. Market Position and Product Performance - The company holds an 8% global market share in semiconductor cleaning equipment, ranking fourth worldwide [5]. - In the Chinese market, the company has over 30% market share in single-wafer cleaning equipment, ranking second among all suppliers [5]. - The company’s self-developed high-temperature SPM equipment successfully passed key customer validation, indicating its importance for next-generation semiconductor device manufacturing [5]. - The company also holds an 8.2% global market share in semiconductor plating equipment, ranking third globally [5].

（编辑 任世碧） 证券日报网讯 8月6日晚间，盛美上海发布公告称，2025年8月5日，公司召开第二届董事会第二十二次 会议，审议通过了《关于调整2023年限制性股票激励计划授予价格的议案》。根据公司《2023年限制性 股票激励计划（草案）》第十章第二条规定，激励计划公告日至激励对象获授限制性股票归属前，公司 有资本公积转增股本、派送股票红利、股份拆细、配股、缩股或派息等事项，应对限制性股票的授予价 格进行相应的调整，本激励计划调整后的授予价格为48.50元/股。 ...

证券日报网讯 8月6日晚间，盛美上海发布公告称，公司于2025年8月5日召开第二届董事会第二十二次 会议，审议通过了《关于继续使用闲置募集资金进行现金管理的议案》，同意公司在保证不影响募集资 金计划正常进行的前提下，使用最高不超过人民币1.00亿元的暂时闲置募集资金用于购买安全性高、流 动性好、有保本约定的投资产品，使用期限自公司董事会审议通过之日起12个月内有效。在前述额度及 期限范围内，公司可以循环滚动使用。 （编辑 任世碧） ...

Core Insights - The company reported a significant increase in revenue for the first half of 2025, reaching 1.5 billion, which represents a 20% growth compared to the same period in 2024 [1] - The net profit for the first half of 2025 was reported at 300 million, marking a 15% increase year-over-year [1] - The company has expanded its market share in the semiconductor industry, now holding a 25% share, up from 20% in the previous year [1] Financial Performance - Total revenue for the first half of 2025 was 1.5 billion, compared to 1.25 billion in the first half of 2024 [1] - Net profit increased to 300 million from 260 million in the same period last year [1] - Operating margin improved to 20% from 18% year-over-year [1] Market Position - The company has successfully increased its market share in the semiconductor sector to 25% [1] - The growth in market share is attributed to new product launches and strategic partnerships [1] - The company plans to invest an additional 200 million in R&D to further enhance its competitive position [1]

每经AI快讯，盛美上海（SH 688082，收盘价：122.29元）8月6日晚间发布公告称，公司第二届第二十 二次董事会会议于2025年8月5日在中国（上海）自由贸易试验区丹桂路999弄B2栋会议室召开。会议审 议了《关于公司2025年半年度报告及其摘要的议案》等文件。 每经头条（nbdtoutiao）——股权纠纷演变为刑案，68岁中国创新药顶尖科学家被刑拘，"他一辈子研发 救命药，却救不了自己" 截至发稿，盛美上海市值为540亿元。 （记者 张喜威） 2024年1至12月份，盛美上海的营业收入构成为：半导体设备占比96.84%，其他业务占比3.16%。 ...