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]

（记者 王晓波） 艾森股份（688720.SH）12月4日在投资者互动平台表示，公司Tenting快速填孔镀铜产品已成功导入头 部HDI和SLP供应链，并实现批量供货，目前自有产能满足稳定供货要求，随着业务规模持续增长，公 司将适时调整产能布局满足市场需求。 每经AI快讯，有投资者在投资者互动平台提问：公司Tenting快速填孔镀铜产品已导入头部HDI和SLP供 应链，该产品的产能利用率如何？是否有进一步扩产以满足市场需求的计划？ ...

每经AI快讯，有投资者在投资者互动平台提问：公司已将东南亚市场（如马来西亚）视为未来增长的 重要部分。请问目前海外市场的产能布局和客户开拓进展如何？海外业务对公司整体毛利的贡献是怎样 的？ （记者 王晓波） 艾森股份（688720.SH）12月4日在投资者互动平台表示，目前，公司东南亚制造中心建设与运营筹备 有序推进中。随着海外市场的不断拓展，预计将对公司整体毛利及业绩产生积极影响。 ...

2025 年 12 月 4 日，公司收到中国证券登记结算有限责任公司上海分公司出 具的《证券过户登记确认书》，确认公司回购专用证券账户（证券账户号码： B886913470）所持有的 300,000 股公司股票已于 2025 年 12 月 3 日非交易过户至 "江苏艾森半导体材料股份有限公司—2025 年员工持股计划"证券账户（证券 账户号码：B887746648），过户价格为 26.42 元/股。截至本公告披露日，本员 工持股计划证券账户持有公司股份数量为 300,000 股，占公司当前总股本 88,133,334 股的比例为 0.34%。 根据《江苏艾森半导体材料股份有限公司 2025 年员工持股计划》的相关规 定，本员工持股计划的存续期为 36 个月，自本员工持股计划经股东会审议通过 且公司公告最后一笔标的股票过户至本员工持股计划名下之日起计算。本员工持 股计划所获标的股票的锁定期为 12 个月，自公司公告最后一笔标的股票过户至 本员工持股计划名下之日起计算。锁定期满后，在满足相关考核条件的前提下， 一次性解锁本员工持股计划所获标的股票。 公司将持续关注本员工持股计划的实施进展情况，并按照相关法律法规的 ...

Group 1 - The core point of the news is that Aisen Co., Ltd. experienced a 5.06% drop in stock price, trading at 51.75 yuan per share, with a total market capitalization of 4.561 billion yuan as of December 2 [1] - Aisen Co., Ltd. specializes in the research, production, and sales of electronic chemicals, with its main revenue sources being electroplating solutions and related reagents (45.37%), electroplating materials (29.31%), photoresists and related reagents (21.91%), and other electronic chemicals (0.37%) [1] - The company was established on March 26, 2010, and is located in Kunshan, Jiangsu Province, with its listing date set for December 6, 2023 [1] Group 2 - Among the top ten circulating shareholders of Aisen Co., Ltd., a fund under Southern Fund, Southern Information Innovation Mixed A (007490), entered the list in the third quarter, holding 741,200 shares, which accounts for 1.34% of the circulating shares [2] - The fund has a total scale of 3.477 billion yuan and has achieved a return of 44.22% this year, ranking 1232 out of 8122 in its category [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 169 days, with the fund's total asset scale at 7.468 billion yuan [3]

Core Viewpoint - The announcement from Aisen Co., Ltd. regarding the postponement of the "Integrated Circuit Material Testing Center Project" indicates a revised expected operational date from December 2025 to December 2027, while other core project elements remain unchanged [2][3] Group 1: Project Details - The total amount raised from the initial public offering (IPO) in December 2023 was 617.59 million yuan, with a net amount of 544.5 million yuan allocated for the "Annual Production of 12,000 Tons of Semiconductor Materials Project," the "Integrated Circuit Material Testing Center Project," and to supplement working capital [2] - The "Integrated Circuit Material Testing Center Project" was originally planned with an investment of 450 million yuan, which was later adjusted to a final amount of 309.23 million yuan, primarily for the construction of the testing center building and the procurement of precision experimental testing equipment [2] - As of October 31, 2025, the project has utilized 191.8 million yuan of the raised funds, achieving a progress rate of 62.03% [2] Group 2: Project Implementation and Financial Status - The testing center building has been completed and is operational, with multiple product testing platforms successfully equipped and calibrated [2] - The decision to extend the project timeline is due to factors such as industry technological advancements, product development pace, and delays in the installation and debugging of precision equipment, influenced by international trade friction and tariff barriers [2] - The announcement clarifies that the project delay only affects the expected operational date, with no changes to the project entity, implementation method, investment purpose, or scale, ensuring no harm to shareholder interests or adverse effects on normal business operations [3] - As of October 31, 2025, the remaining balance of raised funds is 124.15 million yuan, with 90 million yuan allocated for idle funds in structured deposits and a special account balance of 34.15 million yuan [3]