ACMSH(SH:688082) Ju Chao Zi Xun·2025-08-06 14:09Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the mainland China market and effective operational execution [2][3]. Financial Performance - Revenue for the first half of 2025 reached 3.27 billion yuan, a year-on-year increase of 35.83% [3]. - Total profit amounted to 820 million yuan, reflecting a 75.27% increase compared to the previous year [3]. - Net profit attributable to shareholders was 696 million yuan, up 56.99% year-on-year [3]. - The net profit after deducting non-recurring gains was 674 million yuan, representing a 55.17% increase [3]. - The company’s net cash flow from operating activities was -131 million yuan, a decline of 129.54% year-on-year, primarily due to increased employee compensation and slower accounts receivable collection [4]. Market Position and Product Performance - The company holds an 8% global market share in semiconductor cleaning equipment, ranking fourth worldwide [5]. - In the Chinese market, the company has over 30% market share in single-wafer cleaning equipment, ranking second among all suppliers [5]. - The company’s self-developed high-temperature SPM equipment successfully passed key customer validation, indicating its importance for next-generation semiconductor device manufacturing [5]. - The company also holds an 8.2% global market share in semiconductor plating equipment, ranking third globally [5].