Core Viewpoint - The company has initiated an expansion project for 8-inch silicon wafer production to meet market demand and improve product delivery rates [2] Group 1: Production Capacity - The company plans to add a capacity of 50,000 pieces per month for 8-inch silicon wafers [2] - By the end of 2025, the company's 8-inch silicon wafer capacity is expected to reach 250,000 pieces per month [2] Group 2: Sales Growth - In the first three quarters of 2025, the company's sales of 8-inch silicon wafers increased by 19% year-on-year [2] Group 3: Subsidiary Performance - The subsidiary Shandong Youyan Aisi currently has a monthly production capacity of 150,000 pieces for 12-inch silicon wafers [2] - The subsidiary has achieved mass supply of heavily doped 12-inch silicon wafers and MCZ low-oxygen silicon wafers, while lightly doped wafers are in small batch supply [2] - Some products from the subsidiary are still in the research and sample verification stages [2]

Core Viewpoint - The company has reported a 5% year-on-year increase in silicon wafer sales for the first three quarters of 2025, with 8-inch silicon wafer sales growing by 19% [1] Group 1: Sales and Production - The company's capacity utilization rate remains above 95% [1] - The sales volume of zone-melt single crystal products has increased year-on-year, with 8-inch zone-melt products contributing significantly to the growth [1] Group 2: Revenue and Product Development - Revenue from etching equipment silicon materials and components remained stable compared to the previous year, with silicon component finished products and new polycrystalline products contributing to incremental revenue [1] - The company has maintained a high operating rate and stable profitability despite declining product prices by advancing new product research and development, applying new technologies, and continuously improving management levels [1]

Core Viewpoint - The company has established a multi-dimensional layout in the storage chip sector, indicating a strategic expansion in this industry [1] Group 1: Supply Chain Developments - The company's etching equipment components have entered the supply chain of certain storage clients, with certification for Yangtze Memory Technologies (YMTC) actively progressing [1] - The company's subsidiary, Shandong Youyan Aisi, has achieved bulk supply of 12-inch silicon wafers to Yangtze Memory Technologies [1] - The company also supplies component products to TSMC through its controlling shareholder's subsidiary [1]

Core Viewpoint - The company has established a multi-dimensional layout in the storage chip sector, indicating a strategic expansion in this market [1] Group 1: Supply Chain Developments - The company's etching equipment components have entered the supply chain of certain storage clients, with certification for Yangtze Memory Technologies (YMTC) actively being pursued [1] - The company's subsidiary, Shandong Youyan Aisi, has achieved bulk supply of 12-inch silicon wafers to Yangtze Memory Technologies [1] - The company also supplies component products to TSMC through its controlling shareholder's subsidiary [1]

Group 1 - Semiconductor foundries are set to initiate a new round of price increases, with SMIC notifying downstream customers of a price hike of approximately 10% focused on the 8-inch BCD process platform [1][3] - The storage price surge is spreading, with major suppliers like Samsung and SK Hynix raising HBM3E prices by nearly 20% for the upcoming year [1] - The semiconductor equipment ETF (561980) has recorded four consecutive days of gains, although it experienced mixed performance among constituent stocks, with some companies like Kema Technology and Yiyuan Silicon rising over 2% [1] Group 2 - Open Source Securities highlights that the supply-side capacity gap, combined with growing demand from AI and other sectors, signals an upward price cycle for semiconductors, with foundry prices and storage chips beginning to rise [3] - The high capacity utilization rates of foundries like SMIC and Hua Hong are driven by strong demand from industries such as 5G, AI, and new energy [3] - According to Galaxy Securities, the contract prices for Server DRAM are expected to rise by 18-23% in Q4 2025, driven by global cloud service providers expanding data center capacities [5] Group 3 - The semiconductor equipment ETF (561980) tracks the China Securities Semiconductor Index, with over 54% of its components related to equipment, and more than 72% focused on semiconductor equipment, materials, and integrated circuit design [4] - The top ten companies in the index, including key players like Zhongwei Company and North Huachuang, account for nearly 80% of the index's concentration [4] - The semiconductor equipment sector is considered the cornerstone of the semiconductor industry, with significant growth opportunities anticipated due to the expansion of storage and domestic production capabilities [5]

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、准确性和完整性依法承担法律责任。 有研半导体硅材料股份公司（以下简称"公司"）于 2025 年 10 月 27 日召 开第二届董事会第十一次会议，审议通过了《关于注销 2024 年股票期权激励计 划首次部分已授予但未获准行权的股票期权的议案》，前述董事会审议的注销事 项具体情况如下： 根据《有研半导体硅材料股份公司 2024 年股票期权激励计划(草案)》相关 规定，本激励计划首次授予第一个行权期公司层面 2024 年业绩考核达到触发值 但未达到目标值，公司层面可行权比例为 80%，部分激励对象因个人考核条件未 达成 A 导致不能完全行权，公司及个人考核不达标部分的股票期权合计 75.42 万 份。综上所述，公司将注销该部分已授予但考核不达标的股票期权合计 75.42 万 份。 证券代码：688432 证券简称：有研硅 公告编号：2025-045 有研半导体硅材料股份公司 关于 2024 年股票期权激励计划 首次授予部分股票期权注销完成的公告 本次股票期权注销事宜不会影响公司的股本结构，不会对公司的财务状况和 ...

证券代码：688432 证券简称：有研硅 公告编号：2025-045 有研半导体硅材料股份公司 关于 2024 年股票期权激励计划 首 次授予部分股票期权注销完成的公告 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、准确性和完整性依法承担法律责任。 有研半导体硅材料股份公司（以下简称"公司"）于 2025 年 10 月 27 日召 开第二届董事会第十一次会议，审议通过了《关于注销 2024 年股票期权激励计 划首次部分已授予但未获准行权的股票期权的议案》，前述董事会审议的注销事 项具体情况如下： 根据《有研半导体硅材料股份公司 2024 年股票期权激励计划(草案)》相关 规定，本激励计划首次授予第一个行权期公司层面 2024 年业绩考核达到触发值 但未达到目标值，公司层面可行权比例为 80%，部分激励对象因个人考核条件未 达成 A 导致不能完全行权，公司及个人考核不达标部分的股票期权合计 75.42 万份。综上所述，公司将注销该部分已授予但考核不达标的股票期权合计 75.42 万份。 具 体 内 容 详 见 公 司 于 2025 年 10 月 28 日 ...

Core Viewpoint - The stock of Youyan Silicon has shown fluctuations with a recent increase of 2.07%, reflecting a market capitalization of 15.416 billion yuan and a trading volume of 64.6242 million yuan, indicating active investor interest in the semiconductor materials sector [1] Group 1: Stock Performance - As of December 22, Youyan Silicon's stock price is 12.33 yuan per share, with a year-to-date increase of 9.70% [1] - Over the past five trading days, the stock has decreased by 1.28%, while it has seen a slight increase of 0.08% over the last 20 days and 0.98% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Youyan Silicon reported a revenue of 747 million yuan, representing a year-on-year decrease of 3.43% [2] - The net profit attributable to shareholders for the same period was 156 million yuan, down 19.81% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Youyan Silicon increased by 7.44% to 22,000, while the average number of tradable shares per person decreased by 6.93% to 23,057 shares [2] - The company has distributed a total of 162 million yuan in dividends since its A-share listing [3] Group 4: Institutional Holdings - Among the top ten circulating shareholders, the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF holds 8.4725 million shares, a decrease of 381,800 shares from the previous period [3] - New institutional shareholders include Hong Kong Central Clearing Limited with 7.3279 million shares and Guotai Junan's ETF with 3.9176 million shares [3]

有投资者在互动平台向有研硅提问："请问近两年是否出口欧盟国家？" 作者：公告君 针对上述提问，有研硅回应称："尊敬的投资者，您好。公司产品近两年并未出口至欧盟国家，目前海 外市场主要分布于日本、韩国等地区。感谢您对公司的关注！" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问近两年是否出口欧盟国家？ 有研硅（688432.SH）12月17日在投资者互动平台表示，公司产品近两年并未出口至欧盟国家，目前海 外市场主要分布于日本、韩国等地区。 ...