盛美上海上半年营收同比增长35.83% 市场认可度不断提高

Core Insights - The company, Shengmei Semiconductor Equipment (Shanghai) Co., Ltd., reported significant growth in its first half of 2025, with revenue reaching 3.265 billion yuan, a year-on-year increase of 35.83% [2] - The net profit attributable to shareholders was 696 million yuan, reflecting a 56.99% year-on-year growth, while the net profit excluding non-recurring items was 674 million yuan, up 55.17% [2] - The strong performance is attributed to robust demand in the mainland China market, effective order management, and continuous improvement in product technology and performance [2] Revenue and Profitability - The company's revenue growth is primarily driven by strong market demand and a differentiated technology advantage, leading to a substantial order backlog [2] - The increase in profitability is linked to the growth in main business revenue and a reduction in share-based payment expenses [2] Product and Market Position - Shengmei Shanghai specializes in the research, manufacturing, and sales of critical equipment for integrated circuit manufacturing and advanced wafer-level packaging, including single-wafer and槽式湿法清洗设备, electroplating equipment, and plasma-enhanced chemical vapor deposition equipment [3] - The company aims to provide customized, high-performance, and low-consumption process solutions to semiconductor manufacturers, enhancing production efficiency, product yield, and reducing production costs [3]