半导体业务驱动 鼎龙股份2024年实现营收净利双增长

Group 1 - The core viewpoint of the articles highlights the significant growth in Dinglong Co., Ltd.'s revenue and net profit for the year 2024, driven primarily by its semiconductor materials business [1] - The company achieved an operating income of 3.338 billion yuan in 2024, representing a year-on-year increase of 25.14%, and a net profit attributable to shareholders of 521 million yuan, up 134.54% [1] - In Q4 2024, the company reported an operating income of 912 million yuan, with a year-on-year growth of 14.76%, and a net profit of 144 million yuan, reflecting a substantial increase of 215.57% [1] Group 2 - The semiconductor segment, including semiconductor materials and integrated circuit chip design and application, has become a key driver of the company's performance, generating 1.52 billion yuan in revenue, a year-on-year increase of 77.40% [1] - CMP polishing pad sales reached 716 million yuan in 2024, marking a growth of 71.51%, with record monthly sales of over 20,000 and 30,000 units achieved in May and September respectively [2] - The CMP polishing liquid and cleaning liquid business generated 215 million yuan in revenue, up 178.89%, while the semiconductor display materials segment achieved 402 million yuan, reflecting a growth of 131.12% [2] Group 3 - In the high-end wafer photoresist sector, the company secured orders from major domestic wafer manufacturers for its immersion ArF and KrF photoresist products, with 12 out of 20 developed products undergoing client validation [2] - The company has also entered the advanced packaging materials market, obtaining its first orders for semiconductor packaging PI and temporary bonding adhesive, generating sales of 544,000 yuan [3] - Recent changes in tariff policies and international trade dynamics may enhance domestic semiconductor industry self-sufficiency, potentially benefiting the company by expanding its customer base and market share [3]