SQM(SH:688138) Zheng Quan Zhi Xing·2025-08-25 17:05Core Viewpoint - Shenzhen QY Optoelectronics Co., Ltd. has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational efficiency, market competitiveness, and investor rights protection, aiming for high-quality development [1] Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 622.03 million yuan, a year-on-year increase of 10.90% [1] - The net profit attributable to shareholders of the parent company was 92.04 million yuan, up 3.52% year-on-year, while the net profit after deducting non-recurring gains and losses was 82.90 million yuan, reflecting a 2.66% increase [1] - The company's net assets reached 2.71 billion yuan, with basic earnings per share of 0.29 yuan [1] Group 2: Production Capacity and Technology - The company has enhanced its production capacity for AMOLED, LTPS, and Micro LED high-precision mask plates, with significant improvements in customer promotion effectiveness [2] - The Hefei factory plans to increase production lines for AMOLED and HTM mask plates, aiming to fill the demand gap for high-end mask plates in the flat panel display industry [2] - The Foshan production base's high-precision mask plate production project has been capped, with the first batch of equipment already moved in, targeting trial production in the second half of 2025 [2] Group 3: Investor Returns - On June 25, 2025, the company distributed a cash dividend of 1.70 yuan per 10 shares for the 2024 fiscal year, totaling approximately 53.22 million yuan, which accounts for 30.94% of the net profit attributable to shareholders [3][4] - The company plans to distribute a cash dividend of 0.90 yuan per 10 shares for the first half of 2025, maintaining a commitment to investor returns [3][4] Group 4: Technological Innovation - The company has increased its core technology projects to 95, with significant advancements in high-precision mask plate technology for AMOLED, LTPS, and semiconductor chips [5] - Ongoing R&D projects include the development of a 130nm PSM process and various high-precision mask plate technologies [5] Group 5: Investor Communication - The company emphasizes investor relations management, utilizing various channels such as performance briefings and investor hotlines to enhance communication and transparency [6] - The establishment of an interactive platform ensures timely and accurate information dissemination to investors [6] Group 6: Corporate Governance - The company has organized training for its board members to enhance compliance awareness and governance capabilities [7] - Regular board meetings and compliance training sessions have been conducted to ensure adherence to regulations and improve decision-making processes [7] Group 7: Financing and Expansion - The company has completed a private placement of shares to raise funds, which will be used to enhance production capacity and develop high-end semiconductor mask plates [8] - The raised funds will strengthen the company's capital position and competitive advantage in the industry [8]