Core Points - The company, Dai Le New Materials, announced that it has recently received government subsidies totaling RMB 2,434,569.07 [2] Group 1 - The total amount of government subsidies received by the company is RMB 2,434,569.07 [2]

Group 1 - Company Dai Le New Materials announced on September 30 that it received government subsidies totaling approximately 2.43 million RMB [1] - The announcement highlights the company's ongoing relationship with government support, which may enhance its financial stability and growth prospects [1] Group 2 - The news reflects broader industry trends regarding government assistance for companies, which can be crucial for innovation and competitiveness [1] - The receipt of subsidies may indicate the government's commitment to supporting the new materials sector, potentially leading to increased investment and development in this area [1]

长沙岱勒新材料科技股份有限公司 关于收到政府补助的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、获取补助的基本情况 证券代码：300700 证券简称：岱勒新材 公告编号：2025-062 本次收到的政府补助预计对公司经营业绩产生正面影响，预计对公司 2025 年度净利润影响金额约为 2,434,569.07 元。具体的会计处理及其对公司相关财务 数据的影响仍须以会计师事务所审计确认后的结果为准。 4、风险提示和其他说明 公司将根据相关法律法规及相关政府部门要求，合理合规的使用政府补助资 金，实现政府补助资金的高效使用。 上述政府补助的具体会计处理以会计师事务所审计确认后的结果为准，请广 长沙岱勒新材料科技股份有限公司（以下简称"岱勒新材"或"公司"）于 近日收到政府补助共计人民币 2,434,569.07 元。公司本次获得的政府补助属于与 收益相关的政府补助，不具有可持续性。 二、补助的类型及其对公司的影响 1、补助的类型 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补助， 是指企业取得的、用于购建或以其他方式形成长期资产的政 ...

Core Insights - The light lithography machine concept sector has seen significant stock price increases, with 100 out of 105 stocks rising this year, averaging a 49.18% increase [1] - The light lithography machine is a critical device in wafer manufacturing, with low current domestic production rates, but notable progress has been made since the implementation of the "02 Special" project in 2009 [1][2] - The semiconductor industry's recovery and the demand for advanced process capacity driven by artificial intelligence are key factors contributing to the market's interest in light lithography machines [2] Company Performance - United Chemical has the highest stock price increase at 346.74% this year, with a net profit of 34 million yuan, up 21.62% year-on-year [3] - Kai Mei Teqi has seen a stock price increase of 207.83%, with a net profit of 55.84 million yuan, reflecting a significant year-on-year growth of 199.82% [3][4] - Tengjing Technology and Kent Catalysis also reported substantial stock price increases of 186.67% and 180.20%, respectively, with net profits of 37 million yuan and 39 million yuan [3] Industry Trends - The international semiconductor industry association predicts that capital expenditure for advanced process equipment will surge to over $50 billion by 2028, a 94% increase from $26 billion in 2024, with a compound annual growth rate of 18% [2] - The Ministry of Industry and Information Technology's 2024 guidance includes domestic KrF and ArF lithography machines, indicating progress in DUV lithography machine technology [1]

Core Viewpoint - The company held a performance briefing on September 19, 2025, to discuss its business layout, product applications, and performance, addressing investor inquiries through an online platform [1]. Group 1: Business Developments - The company has officially commenced production and sales in Huizhou, with ongoing capacity ramp-up [2]. - The subsidiary project in Liuyang is progressing, with updates to be announced [2]. - The company is involved in the establishment of the Shenzhen Tainuo Collaborative Venture Capital Fund with Shanghai Xinwei Technology Group, focusing on investments in humanoid robots [1]. Group 2: Product Applications - The company has invested in Saiwan Yushan, which has an annual production capacity of 36,000 sets of silicon carbide ceramic boats and is involved with new Huawei chip technologies [1]. - The company is validating and promoting UV-curable conductive materials and tungsten tendon ropes for humanoid robots, with samples being tested by several domestic manufacturers under confidentiality agreements [1]. - Electronic fluorinated liquids are primarily used as diluents for anti-fingerprint materials in electronic consumer products, while diamond wire is utilized for glass cutting, also targeting the electronic consumer goods sector [2]. Group 3: Financial Performance - Investors are concerned about the company's ability to turn a profit this year, with expectations of continued pressure on performance due to the photovoltaic industry [2]. - The company indicated that specific performance details will be disclosed in future announcements and periodic reports [2].

Group 1: Investment and Partnerships - The company has established the Shenzhen Tainuo Collaborative Venture Capital Fund in partnership with Shanghai Xinwei Technology Group, which holds significant stakes in various tech firms, including investment in humanoid robots [2] - The company is currently in discussions regarding potential control by Hunan State-owned Assets, with due diligence being conducted [3] Group 2: Product Development and Applications - The company is validating and promoting two products: UV-curable conductive materials for humanoid robot electronic skin and tungsten tendon ropes for dexterous hands [3] - The subsidiary Yishang New Energy has been absorbed by its wholly-owned subsidiary Gengchi New Energy, focusing on graphite composite bipolar plates for hydrogen fuel cells and flow battery electrodes [3] - The company’s diamond wire products are suitable for cutting third-generation semiconductors, including silicon carbide [4] Group 3: Financial Performance and Outlook - The company anticipates significant pressure on its performance this year due to the photovoltaic industry, with hopes of turning a profit remaining uncertain [5] - The company is currently ramping up production at its Huizhou facility, which has officially started production and sales [4]

Group 1 - The company DaiLe New Materials (300700.SZ) has stated that its subsidiary DaiHua primarily focuses on electronic specialty materials and functional materials [1] - The main products currently sold by the company include polishing liquids, cleaning agents, stripping liquids, and AF anti-fingerprint agents [1] Group 2 - An investor inquired about the company's photoresist products on the investor interaction platform [2]

Core Viewpoint - The company Dai Le New Materials (300700.SZ) has announced that its diamond wire products can be utilized for cutting third-generation semiconductors [1] Group 1 - The company is actively engaging with investors through an interactive platform [1] - The application of diamond wire products in the semiconductor industry highlights the company's innovative capabilities [1]

Group 1 - The core viewpoint of the article is that Daili New Materials (300700.SZ) is focusing on the application of high-purity quartz sand primarily in the photovoltaic sector while also actively developing its use in the semiconductor industry [1] Group 2 - The company is currently utilizing high-purity quartz sand mainly for photovoltaic applications [1] - Daili New Materials is exploring the potential applications of high-purity quartz sand in the semiconductor industry [1]

Core Viewpoint - Dai Le New Materials (300700.SZ) has indicated that its tungsten wire tendon ropes and UV-curable conductive materials can be utilized in the robotics sector [1] Company Summary - The company specializes in tungsten wire tendon ropes and UV-curable conductive materials [1] - These products are positioned for application in the growing robotics industry [1] Industry Summary - The robotics sector is increasingly integrating advanced materials, highlighting the potential for companies like Dai Le New Materials to capitalize on this trend [1]