Core Viewpoint - The company, Aisen Co., is actively addressing market competition in the semiconductor materials sector, which includes products like electroplating solutions and photoresists, by focusing on technological innovation, product optimization, market expansion, and deepening customer cooperation [1] Group 1 - The variety of semiconductor materials is extensive, and the domestic production rate is currently low [1] - The company aims to maintain stable business growth and a leading market position through various strategic initiatives [1]

证券日报网讯12月4日，艾森股份在互动平台回答投资者提问时表示，市场估值受到多方面内外部因素 影响。一直以来公司专注于主营业务，通过产品技术突破、提升经营效率和盈利能力，努力为股东创造 更大的价值。 ...

Core Viewpoint - The company is focused on enhancing profitability and strategically positioning itself in the market by developing cutting-edge "bottleneck" products, achieving significant domestic breakthroughs in various product lines [1] Group 1: Company Strategy - The company is steadily improving its profitability while actively developing advanced "bottleneck" products [1] - The company has achieved domestic breakthroughs in multiple products, particularly in semiconductor electroplating and lithography processes [1] - The company has established solid strategic partnerships with clients, which supports its market position [1] Group 2: Future Outlook - The company plans to continuously optimize its product structure and performance to meet industry demands for higher precision and more stable processes [1] - The company aims to expand its market share among clients in the future [1]

证券日报网讯12月4日，艾森股份在互动平台回答投资者提问时表示，公司TSV工艺高速镀铜添加剂目 前正处于客户端的baseline验证阶段，验证进度符合预期。 ...

证券日报网讯 12月4日，艾森股份在互动平台回答投资者提问时表示，公司并购的资产应当符合科创板 定位，并与公司主营业务具有协同效应。公司在寻找并购标的时，主要关注半导体材料产业链的垂直整 合与横向拓展，围绕公司"一主两翼"战略及全球化布局需求。 （文章来源：证券日报） ...

Group 1 - The company adheres to a "one main and two wings" development strategy for steady operations [2] - The company focuses on differentiated layouts in niche markets with low localization rates [2] - The company continuously achieves technological and product breakthroughs to enhance profitability [2]

证券日报网讯 12月4日，艾森股份在互动平台回答投资者提问时表示，公司产品主要服务于半导体电子 化学品的国产替代，并辐射东南亚市场，近两年无直接将产品出口至欧盟国家。 （文章来源：证券日报） ...

Core Viewpoint - The semiconductor industry has become a strategic high ground in global power competition, with a focus on achieving breakthroughs in key core technologies during the 14th Five-Year Plan period in China [1] Group 1: Company Overview - Aisen Co., Ltd. has developed into a core supplier of electronic chemicals in the advanced packaging and wafer manufacturing sectors over 15 years since its establishment in 2010 [2] - The company has achieved full domestic substitution of traditional packaging electroplating solutions and has developed a complete product matrix for advanced packaging [2][3] Group 2: Product Development and Market Position - Aisen's products cover the entire semiconductor industry chain, achieving significant breakthroughs in applications such as integrated circuits and OLED displays [3] - The company has successfully broken the long-standing monopoly of American and Japanese firms in the PSPI photoresist market, with small-scale production currently underway [3][4] - Aisen has established a strong market presence in advanced packaging photoresists, becoming the only domestic supplier and filling a significant gap in the market [4] Group 3: Research and Development - The company has significantly increased its R&D investment, with R&D expenses reaching 45.9 million yuan in 2024, a 40.42% increase from 2023, accounting for 10.62% of revenue [5][6] - Aisen's R&D team consists of highly qualified professionals, with 38.66% of employees dedicated to R&D as of mid-2025 [5] - The company has filed 49 invention patents related to photoresists, with 21 granted, indicating a strong focus on innovation and technology [4][5] Group 4: Financial Performance - In the first half of 2025, Aisen's revenue reached 280 million yuan, a year-on-year increase of 50.64%, driven by core technology breakthroughs and product optimization [6] - The company anticipates continued revenue growth as it focuses on high-end applications in electroplating and photoresist materials for processes at 28nm and below [6][7] Group 5: Market Trends and Future Outlook - The advanced packaging market in China is projected to reach 69.8 billion yuan in 2024, with a penetration rate of 40%, indicating strong growth potential [6] - Aisen's strategic acquisition of a stake in Malaysian chemical company INOFINE positions it well for future growth in the Southeast Asian market [7]

艾森股份（688720.SH）12月4日在投资者互动平台表示，公司先进制程超高纯电镀液及配套试剂产品 的研发、测试及量产均在有序推进中。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：先进制程产品进展：公司在2025年第三季度业绩说明 会中提到，28nm大马士革工艺镀铜添加剂已通过客户认证并进入量产阶段1。请问在更先进的制程（如 14nm及以下）方面，电镀液及添加剂产品目前处于哪个阶段？预计何时能获得首个量产订单？ ...

Core Viewpoint - The company has successfully entered the small-scale production phase of its positive PSPI photoresist and is progressing well in testing and validation with multiple wafer customers [1] Group 1: Production and Validation - The positive PSPI photoresist has passed validation with some customers [1] - The company is expanding production capacity based on market demand [1]