人民财讯8月4日电，龙图光罩(688721)在互动平台表示，英诺赛科是公司的重要客户之一，双方建立了 紧密的合作关系。公司为英诺赛科的氮化镓产品提供配套的半导体掩模版，是其掩模版的主要供应商。 ...

Group 1 - The stock price of Longtu Mask reported at 44.18 yuan as of August 1, 2025, down 1.38% from the previous trading day [1] - The trading volume on that day was 13,297 hands, with a transaction amount of 0.59 billion yuan [1] - Longtu Mask is an independent third-party semiconductor mask manufacturer in China, focusing on the R&D, production, and sales of semiconductor masks [1] Group 2 - The Zhuhai base of the company successfully commenced production in the second quarter of 2025, with expected gradual ramp-up in the second half of the year [1] - The annual production capacity of the new base is planned to be 18,000 pieces, with an expected output value of 540 million yuan upon reaching full capacity [1] - The company has completed the production equipment layout for the 40nm process node, and samples for the 65nm products have begun validation [1] Group 3 - As of August 1, 2025, the net outflow of main funds for Longtu Mask was 217,800 yuan, with a net outflow of 16.71 million yuan over the past five days [2]

Core Viewpoint - Longtu Mask (688721) has made significant progress in technology and stable operations in its first year since listing on the Sci-Tech Innovation Board, contributing to the domestic semiconductor industry's self-sufficiency [1][6] Group 1: Market Position and Growth Potential - The domestic semiconductor mask market has a low localization rate of about 10%, with high-end masks at only 3%, indicating substantial room for domestic substitution [2] - Longtu Mask has achieved competitive technology levels for semiconductor masks at 130nm and above, with ongoing efforts to develop products for 130nm to 28nm nodes [2][4] Group 2: Production Capacity and Revenue Growth - The Zhuhai base, which began production in Q2 2025, is expected to reach an annual capacity of 18,000 pieces, generating an estimated output value of 540 million yuan [3] - The company anticipates significant year-on-year revenue growth in the second half of 2025, driven by the release of capacity at the Zhuhai base and a dual-engine strategy of high-end process breakthroughs and customer structure upgrades [3] Group 3: Technological Advancements and Competitive Edge - Longtu Mask has established a comprehensive independent technology system covering all production processes, creating a strong competitive moat [4] - The company has developed 14 core process technologies, enabling full control over the production of masks from layout data processing to final product inspection [4] Group 4: Product Structure Optimization - The company has optimized its product structure, focusing on power semiconductor masks while expanding into advanced packaging, MEMS sensors, optical components, and third-generation semiconductors [5] - Future product expansions are planned into RF chips, MCU chips, DSP chips, and CIS chips, reflecting a strategic diversification of applications [5]

Core Viewpoint - Longtu Photomask (688721) has officially achieved mass production of 90nm semiconductor photomask products at its high-end manufacturing base in Zhuhai, while 65nm products are undergoing sample validation, indicating an enhanced influence in high-end processes and broader coverage in downstream fields [1] Group 1: Company Overview - Longtu Photomask was established in 2010, focusing on the research, production, and sales of semiconductor photomasks, and is an independent third-party photomask manufacturer [2] - The company has evolved its technology from 130nm to 65nm and has completed the production equipment layout for the 40nm process node [2] - Longtu Photomask has established deep cooperative relationships with key domestic wafer fabs and design companies, positioning its technical strength and process capabilities among the top tier in the domestic industry [2] Group 2: Research and Development - The R&D team at Longtu Photomask has extensive experience in the semiconductor photomask field, with 43 R&D personnel accounting for 17.41% of the total workforce, including 8 master's degree holders [3] - The company has received multiple recognitions, including "Little Giant" enterprise certification from the Ministry of Industry and Information Technology, and has accumulated 25 invention patents and over 40 utility model patents [3] - In Q1 2025, the company reported revenue of 54.37 million yuan, with R&D investment of 5.65 million yuan, representing 10.4% of revenue, an increase of 2.14 percentage points year-on-year [3] Group 3: Market Opportunities - The semiconductor photomask market is expanding due to strong growth in emerging fields such as renewable energy, AI, autonomous driving, IoT, 5G communication, VR/AR, and the metaverse [4] - Currently, domestic manufacturers in China primarily produce semiconductor photomasks in the 350nm-130nm range, with a low participation rate in nodes below 130nm [4] - The domestic photomask market has a localization rate of about 10%, with high-end photomasks having a localization rate of only approximately 3% [4] - Longtu Photomask aims to increase R&D investment in high-end semiconductor photomasks, aspiring to become a leading benchmark enterprise in the domestic and international markets [4]

Core Viewpoint - Longtu Photomask, a leading player in the semiconductor photomask sector, successfully listed on the STAR Market, with its closing price on the first day rising by 121.6% from the issue price, marking it as a notable company in the semiconductor supply chain [1]. Company Performance - In 2024, Longtu Photomask achieved a revenue of 247 million yuan, a year-on-year increase of 12.92%, and a net profit attributable to shareholders of 91.83 million yuan, up 9.84%, indicating stable performance [6]. - The company has maintained a high level of R&D investment, with R&D expenses reaching 23.05 million yuan in 2024, a 14.25% increase year-on-year, and accounting for 10.40% of revenue [6]. - Longtu Photomask has established long-term stable partnerships with key clients such as SMIC, Silan Microelectronics, and BYD Semiconductor, enhancing its competitive edge through rich project experience and industry know-how [6]. Technological Advancements - Longtu Photomask has developed a comprehensive technical system covering CAM, lithography, and inspection, with 14 core process technologies, including industry-leading OPC compensation and PSM phase-shifting mask technologies [4]. - The company has made significant progress in its third-generation PSM products, with successful transitions from R&D to mass production for 90nm products and ongoing sample testing for 65nm products [8]. Market Outlook - The global semiconductor photomask market is projected to reach $6 billion by 2025, with China's market expected to approach 5 billion yuan, indicating a growing demand for photomasks [9]. - The shift of semiconductor chip production capacity to mainland China is becoming inevitable, with 15 out of 60 new 300mm wafer fabs being established in the region from 2020 to 2024, further driving the local semiconductor materials supply chain [9]. Industry Context - Currently, the domestic production rate of semiconductor photomasks in China is around 10%, with high-end photomasks at only 3%, highlighting the critical need for domestic production to address supply chain vulnerabilities [10]. - Government policies are increasingly supporting the semiconductor industry, with investments directed towards key materials like photomasks, which are essential for ensuring supply chain security [10]. - Longtu Photomask is positioned to benefit significantly from the domestic substitution trend, leveraging its technological and production capacity advantages to capture growth opportunities in the market [11].

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 ...