Group 1 - The company announced adjustments to the performance assessment targets for the third exercise period of the 2020 and 2022 stock option incentive plans due to external factors affecting the semiconductor industry [2][13][18] - The global semiconductor silicon wafer shipment volume reached 1.2266 billion square inches in 2024, a year-on-year decline of 2.7%, with total sales of $11.5 billion, down 6.5%, marking a four-year low [13] - The company aims to increase the sales and processing volume of 12-inch epitaxial wafers by 20% as part of the adjusted performance targets, despite a 32.02% decline in sales from 2023 to 2024 [14][17] Group 2 - The company reported an expected revenue of approximately 280 million yuan for the first quarter of 2025, representing a year-on-year increase of about 12.45% and a quarter-on-quarter increase of approximately 6.06% [24][25] - The company is focusing on diversifying its customer base to mitigate risks from international trade tensions and is accelerating the expansion of its 12-inch production capacity [25] - The company has implemented a differentiated strategy for its 8-inch products, which has contributed to improved sales and customer demand for 12-inch products [25]
上海合晶硅材料股份有限公司关于调整 2020年股票期权激励计划和2022年股票期权激励 计划第三个行权期公司层面业绩考核目标的公告