ACMSH(SH:688082) Zheng Quan Zhi Xing·2025-08-18 00:13Group 1 - The core viewpoint of the article highlights that Shanghai Semei is focusing on expanding its overseas market presence and is confident in increasing its sales share in this segment [1] - Shanghai Semei has raised its addressable market in China to $7 billion, based on the assumption of a $40 billion semiconductor equipment market by 2030 [1] - The company reported nearly 40% revenue growth in the second quarter, driven by strong equipment sales and demand [1] - Shanghai Semei maintains its full-year performance guidance, with contract liabilities defined as prepayments after product debugging acceptance [1] - The discrepancy in financial reports is attributed to different accounting standards, and the existing capacity at the Lingang plant is sufficient to support the annual performance guidance, with plans for additional capacity next year [1] Group 2 - Guangzhou Ruimin Investment Management Co., Ltd. is a private equity fund management company focused on secondary market investments [2] - The company has a rigorous investment research decision-making process, operational mechanism, and risk control system [2] - The team consists of professionals with strong backgrounds in brokerage and public funds, having experienced multiple market cycles [2] - The company aims to discover undervalued listed companies based on a value investment philosophy and provides customized investment management services for high-net-worth clients [2] - The corporate culture emphasizes integrity, professionalism, rigor, and win-win outcomes [2]