Newway Photomask(SH:688401) Jin Rong Jie·2025-08-07 03:22Core Viewpoint - The company, Shenzhen Luwei Optoelectronics Co., Ltd., has shown significant growth in revenue and profit, indicating a strong market position in the mask plate industry, which is crucial for microelectronics manufacturing [2] Company Overview - Shenzhen Luwei Optoelectronics specializes in the research, production, and sales of mask plates, serving industries such as flat panel displays, semiconductors, touch screens, and circuit boards [2] - The company is the only domestic manufacturer capable of producing mask plates for all generations from G2.5 to G11, supporting various panel production lines [2] - Luwei Optoelectronics has developed a dual core product line focusing on flat panel display mask plates and semiconductor mask plates, establishing a development strategy of "screen-driven chip" [2] Financial Performance - For the first quarter of 2025, Luwei Optoelectronics reported a revenue of 260.1 million yuan, a year-on-year increase of 47.09% [2] - The net profit attributable to shareholders was 49.15 million yuan, reflecting a year-on-year growth of 19.66% [2] - The company's net profit excluding non-recurring items was 44.83 million yuan, up 19.9% year-on-year [2] Shareholder Structure - As of March 2025, the concentration of shareholding is high, with the top ten shareholders holding a combined 57.53% of shares [2] - The top ten circulating shareholders account for 35.6% of the shares, indicating a concentrated ownership structure [2] - The number of shareholders is 8,257, with an average circulating shareholding of 14,010 shares per person and an average holding amount of 461,400 yuan [2]