Core Viewpoint - Longtu Photomask's stock price is currently at 45.78 yuan, reflecting a decrease of 0.76% from the previous trading day, with a transaction volume of 0.65 billion yuan [1] Company Overview - Longtu Photomask specializes in the research and manufacturing of semiconductor photomasks, with applications in power semiconductors and MEMS sensors [1] - The company's Zhuhai factory has successfully commenced production, achieving mass production of 90nm node products, while 65nm products are in the sample verification stage [1] Production Capacity - The Zhuhai factory is a key project for the company, aimed at producing chip photomasks for process nodes ranging from 65nm to 130nm [1] Intellectual Property and R&D Investment - Longtu Photomask has accumulated 25 invention patents and 36 software copyrights, with R&D investment accounting for 9.35% of total revenue in 2024 [1]

Core Viewpoint - Longtu Guangzhao has achieved significant milestones in the semiconductor mask manufacturing sector, particularly with its Zhuhai factory, which has commenced production and is advancing in high-end semiconductor mask technology [1][2][3]. Company Overview - Longtu Guangzhao, established in 2010, is an independent third-party semiconductor mask manufacturer with proprietary intellectual property [2][5]. - The company’s products are widely used in power semiconductors, MEMS sensors, IC packaging, and analog ICs, with applications in renewable energy, photovoltaic power generation, and automotive electronics [2]. Production and Technological Advancements - The Zhuhai factory, covering approximately 20,000 square meters, is designed to produce semiconductor masks for process nodes ranging from 65nm to 130nm [3]. - As of the first half of 2025, the Zhuhai factory has successfully commenced production, with 90nm products transitioning from R&D to mass production and 65nm products entering sample verification [1][3]. - The company has developed a core technology system that supports high-end production, including multiple proprietary technologies such as Optical Proximity Correction (OPC) and precise alignment marking technology [4]. Market Context and Policy Support - The global semiconductor market is projected to exceed $600 billion in 2024, reflecting a nearly 20% year-on-year growth, highlighting the urgent need for self-sufficiency in China's semiconductor supply chain [2]. - The Chinese government has introduced various policies to support the development of the semiconductor mask industry, emphasizing the acceleration of key technology breakthroughs in integrated circuits [2]. Research and Development - By the end of 2024, Longtu Guangzhao had accumulated 25 invention patents and 36 software copyrights, with R&D investment reaching 23.05 million yuan, a 14.25% increase year-on-year, accounting for 9.35% of revenue [5]. - The company aims to transition from "technology following" to "technology parallel" in the high-end semiconductor mask sector, contributing to the self-sufficiency of the semiconductor industry chain [5].

证券代码：688721 证券简称：龙图光罩 公告编号：2025-018 登录新浪财经APP 搜索【信披】查看更多考评等级 深圳市龙图光罩股份有限公司 首次公开发行部分限售股及部分战略配售限售股 上市流通公告 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。 重要内容提示： ● 本次股票上市类型为首发战略配售股份（限售期12月）；股票认购方式为网下，上市股数为5,006,250 股。本公司确认，上市流通数量等于该限售期的全部战略配售股份数量。 ● 除首发战略配售股份外，本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 3,298,234股。 本次股票上市流通总数为8,304,484股。 ● 本次股票上市流通日期为2025年8月6日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会出具的《关于同意深圳市龙图光罩股份有限公司首次公开发行股票注册的 批复》（证监许可[2023]2929号），并经上海证券交易所同意，深圳市龙图光罩股份有限公司（以下简 称"公司"或"龙图光罩"）首次向社会公开发行人民币普通股（A ...

证券日报网讯 7月29日晚间，龙图光罩发布首次公开发行部分限售股及部分战略配售限售股上市流通公 告称，公司本次股票上市类型为首发战略配售股份（限售期12个月）；股票认购方式为网下，上市股数 为5，006，250股。除首发战略配售股份外，本次股票上市类型为首发限售股份；股票认购方式为网 下，上市股数为3，298，234股。综合来看，本次股票上市流通总数为8，304，484股。本次股票上市流 通日期为2025年8月6日。 ...

证券代码：688721 证券简称：龙图光罩 公告编号：2025-018 深圳市龙图光罩股份有限公司 首次公开发行部分限售股及部分战略配售限售股 上市流通公告 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。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于首次公开发行部分限售股及部分战略配售限售股， 自公司首次公开发行股票限售股形成至今，公司未发生因利润分配、公积金转增 等导致股本数量变化的情况。 重要内容提示： 本次股票上市类型为首发战略配售股份（限售期 12 月）；股票认购方式 为网下，上市股数为5,006,250股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 除首发战略配售股份外，本次股票上市类型为首发限售股份；股票认购方 式为网下，上市股数为3,298,234股。 本次股票上市流通总数为8,304,484股。 本次股票上市流通日期为2025 年 8 月 6 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会出具的《关于同意深圳市龙图光罩股份有限公 司首次 ...

国泰海通证券股份有限公司 上海证券交易所： 经中国证券监督管理委员会《关于同意深圳市龙图光罩股份有限公司首次 公开发行股票注册的批复》（证监许可〔2023〕2929 号）批复，深圳市龙图光 罩股份有限公司（以下简称"龙图光罩"、"公司"或"发行人"）首次公开发 行股票 33,375,000 股，每股面值人民币 1 元，每股发行价格人民币 18.50 元，募 集资金总额为人民币 61,743.75 万元，扣除发行费用后，实际募集资金净额为人 民币 55,346.25 万元。本次发行证券已于 2024 年 8 月 6 日在上海证券交易所上市。 国泰海通证券股份有限公司（以下简称"保荐机构"或"国泰海通证券"）担任 其持续督导保荐机构，持续督导期间为 2024 年 8 月 6 日至 2027 年 12 月 31 日。 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票 上市规则》等有关法律、法规要求，国泰海通证券作为持续督导保荐机构， 对公司首次公开发行部分限售股及部分战略配售股上市流通的事项进行了专 项核查，现将本次核查的情况报告如下： 一、本次上市流动的限售股类型 关于深圳市龙图光罩股份有限公司 首 ...

每经头条（nbdtoutiao）——直击首例基孔肯雅热报告社区：下水井盖都加装纱网和胶带，已很难见到 一只蚊子！千人投入"防蚊战" （记者 曾健辉） 每经AI快讯，龙图光罩（SH 688721，收盘价：46.13元）7月29日晚间发布公告称，本次股票上市类型 为首发战略配售股份（限售期12 月）；股票认购方式为网下，上市股数为5,006,250股。本公司确认， 上市流通数量等于该限售期的全部战略配售股份数量。除首发战略配售股份外，本次股票上市类型为首 发限售股份；股票认购方式为网下，上市股数为3,298,234股。本次股票上市流通总数为8,304,484股。本 次股票上市流通日期为2025年8月6日。 2024年1至12月份，龙图光罩的营业收入构成为：掩模版占比100.0%。 截至发稿，龙图光罩市值为62亿元。 ...

Summary of the Conference Call for Longtu Photomask Industry Overview - The semiconductor photomask market in mainland China is approximately $1.8 billion, with an annual growth rate of about 10% [2][5] - The domestic production rate is currently below 5%, indicating significant growth potential driven by the demand for self-sufficiency [2][5] Company Performance and Financials - Longtu Photomask is expected to achieve a compound annual growth rate (CAGR) of 47% in revenue from 2020 to 2024, with projected revenue nearing 250 million yuan and net profit of 92 million yuan in 2024 [2][6] - The company maintains a stable gross margin between 55% and 60%, with net profit margins ranging from 37% to 39% [6][19] - The current valuation is relatively low, with a potential market capitalization of 8 to 9 billion yuan [6][20] Market Position and Product Offering - Over 90% of Longtu's revenue comes from semiconductor photomasks, primarily in the 130nm and above process nodes [4] - The company is expanding its capabilities to include 90nm and 65nm photomasks, with a new factory in Zhuhai expected to triple current revenues upon reaching full capacity [4][11] Shareholder Structure and Client Relationships - The ownership structure is concentrated, with the chairman, general manager, and key executives holding 57% of the shares [7] - Major clients, including Shilan Holdings, have equity stakes in the company, reflecting strong recognition of Longtu's technological capabilities [7] Importance of Photomasks - Photomasks are critical materials in the photolithography process, accounting for about 12% of the value in semiconductor materials, making them the third-largest category after wafers and specialty gases [8] Trends in Wafer and IDM Manufacturing - In recent years, wafer fabs and IDM manufacturers have outsourced some photomask production to third-party suppliers to reduce costs, although they still rely on in-house production for advanced processes below 28nm [9][10] Future Capacity and Revenue Projections - Longtu's new equipment, including eight electron beam lithography machines, is expected to significantly enhance production capacity, with revenue projections of 600 million yuan from new products and a total revenue increase to 800-900 million yuan by 2028 [3][16][18] - The company anticipates achieving full production capacity by the second half of 2027, with a gradual ramp-up starting in 2025 [17] Profitability and Market Valuation - The net profit margin is expected to remain above 30% in the coming years, with a projected net profit of approximately 320 million yuan at 900 million yuan in revenue [19] - A target market capitalization of 8 billion yuan is estimated based on a 25x PE ratio, with potential for growth to 9.6 billion yuan at a 30x PE ratio [20]

Group 1 - The company announced the resignation of its board secretary, Fan Qiang, who will continue to serve as the financial director [1][2] - The board expressed gratitude for Fan Qiang's contributions during his tenure as board secretary [1] - The company appointed Deng Shaohua as the new board secretary, effective from the date of the board's approval [1][2] Group 2 - Deng Shaohua holds the necessary qualifications and experience to fulfill the role of board secretary, including a certificate from the Shanghai Stock Exchange [2][4] - His professional background includes significant positions in investment banking and he currently holds a minor stake in the company [4] - Deng Shaohua does not have any conflicts of interest with major shareholders or other executives [4]

深圳市龙图光罩股份有限公司 证券代码：688721 证券简称：龙图光罩 公告编号：2025-017 董事会秘书联系方式： 关于变更董事会秘书的公告 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。 一、关于董事会秘书辞职情况 深圳市龙图光罩股份有限公司（以下简称"公司"）董事会于近日收到公司财 务总监、董事会秘书范强先生辞任董事会秘书的书面报告，基于公司长远发展规 划及范强先生工作重心调整，范强先生申请辞任董事会秘书职务，在辞任董事会 秘书职务后，范强先生仍继续担任公司财务总监，在公司的发展中继续发挥重要 作用。 根据《中华人民共和国公司法》（以下简称"《公司法》"）《深圳市龙图 光罩股份有限公司章程》（以下简称"《公司章程》"）及《上海证券交易所科 创板上市公司自律监管指引第 1 号——规范运作》等相关规定，范强先生提交 的辞职报告自送达董事会之日起生效。范强先生在担任公司董事会秘书期间勤勉 尽责，恪尽职守，为公司规范运作和高质量发展发挥了积极作用。公司董事会对 其在任职期间所做的贡献表示衷心感谢！ 二、关于董事会秘书聘任 ...