ACMSH(SH:688082) Sou Hu Cai Jing·2025-08-09 18:12Core Points - The stock price of Shengmei Shanghai (688082) closed at 114.58 yuan on August 8, 2025, down 7.63% from the previous week [1] - The company reported a total market capitalization of 50.563 billion yuan, ranking 17th in the semiconductor sector and 287th among all A-shares [1] Shareholder Changes - As of June 30, 2025, the number of shareholders decreased to 11,700, a reduction of 921 or 7.31% from March 31, 2025 [2] - The average number of shares held per shareholder increased from 35,000 to 37,800, with an average holding value of 4.3074 million yuan [2] Performance Highlights - For the first half of 2025, Shengmei Shanghai reported a main revenue of 3.265 billion yuan, a year-on-year increase of 35.83% [3][5] - The net profit attributable to shareholders was 696 million yuan, up 56.99% year-on-year, while the net profit excluding non-recurring items was 674 million yuan, an increase of 55.17% [3][5] - The second quarter alone saw a main revenue of 1.959 billion yuan, a 32.17% increase year-on-year, and a net profit of 449 million yuan, up 23.81% [3] Share Buyback Summary - The company approved a share buyback plan on August 6, 2024, with a budget of 50 to 100 million yuan and a maximum buyback price of 119.35 yuan per share [4] - A total of 443,400 shares were repurchased, accounting for 0.10% of the total share capital, with an actual expenditure of 50.0123 million yuan [4] Financial Report Summary - Total assets reached approximately 13.29 billion yuan, a 9.56% increase from the previous year [5] - The net assets attributable to shareholders were about 8.24 billion yuan, up 7.49% year-on-year [5] - The gross profit margin stood at 50.73% [3][5] Fund Management Report - The company raised a total of approximately 3.685 billion yuan from its initial public offering, with a net amount of about 3.481 billion yuan after expenses [8] - As of June 30, 2025, the remaining balance of raised funds was approximately 484 million yuan, with some funds invested in high-security, liquid financial products [8] Action Plan Evaluation - In the first half of 2025, the company achieved a revenue of approximately 326.53 million yuan, a 35.83% increase year-on-year, and a net profit of approximately 69.58 million yuan, up 56.99% [9] - R&D investment reached approximately 54.44 million yuan, a 39.47% increase, with the number of R&D personnel rising to 1,080 [9]