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三连板兴业股份紧急澄清:光刻胶相关业务暂未形成收入

Core Viewpoint - The company, Xingye Co., Ltd. (603928.SH), has clarified its business progress regarding semiconductor photoresist phenolic resin and the resin used for the C919 aircraft brake pads, indicating that both projects are in early stages with limited revenue impact [2] Group 1: Business Progress - The semiconductor photoresist phenolic resin is currently in the sample testing phase, with no supply contracts signed and no sales revenue generated, indicating uncertainty in future progress [2] - The sales scale for the resin used in the C919 aircraft brake pads is small, with revenue of 22,900 yuan in 2024 and 32,900 yuan from January to May 2025 [2] - The market for the brake pad resin is limited, primarily serving the C919 aircraft, with other customers still under development [2] Group 2: Stock Performance - Since June, Xingye Co., Ltd. has seen a strong stock performance, with a cumulative increase of 51.77% from the beginning of the month, while the Shanghai Composite Index only increased by 1.01% during the same period [3] Group 3: Shareholder Actions and Financial Performance - Prior to the recent stock price increase, the controlling shareholder, Shen Genzhen, disclosed a plan to reduce holdings by up to 2.6208 million shares (1% of total shares) starting May 23, which is currently in implementation [5] - Financial data indicates significant pressure on the company's performance, with 2024 revenue projected at 1.484 billion yuan, a year-on-year decline of 1.09%, and a net profit of 41 million yuan, down 46.65% year-on-year [5] - In Q1 2025, the company continued to face pressure, reporting revenue of 364 million yuan, an 8.63% year-on-year increase, but a net profit of 13 million yuan, down 17.47% year-on-year, reflecting a "revenue increase without profit increase" trend [5]