飞凯材料2025上半年净利润同比增长80.45% 研发费用达9082.76万元

Core Viewpoint - The company reported a significant increase in revenue and net profit for the first half of 2025, driven by strategic focus on high-value semiconductor and display materials, alongside effective cost management [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.462 billion yuan, a year-on-year increase of 3.80% [1]. - The net profit attributable to shareholders reached 217 million yuan, reflecting a substantial year-on-year growth of 80.45% [1]. - The net profit margin improved to 14.83%, up by 6.30 percentage points compared to the same period last year [2]. Group 2: Product Performance - Sales of semiconductor materials, particularly wet electronic chemicals, grew nearly 30% year-on-year, contributing significantly to revenue [1]. - The demand for UV curing materials, especially for fiber optic cable coating, showed a recovery trend with a revenue increase of approximately 20% compared to the previous year [1]. - The company is transitioning its EMC epoxy encapsulants from mid-to-low-end applications to high-margin advanced packaging sectors [1]. Group 3: R&D and Innovation - The company invested 90.83 million yuan in R&D, accounting for 6.21% of operating revenue [2]. - As of June 30, 2025, the company and its subsidiaries held 758 patent certificates, including 731 invention patents [2]. - A significant breakthrough was achieved with the development of a thick film negative photoresist for advanced semiconductor packaging, which has passed strict validation by major domestic chip packaging manufacturers [2]. Group 4: Strategic Focus - The company is strategically focusing on semiconductor materials and display materials, particularly in advanced packaging materials, chip manufacturing materials, and new display materials [2]. - Plans include enhancing independent innovation capabilities through industry-academia-research collaboration, attracting top international talent, and establishing national-level R&D platforms [2]. - The company has successfully built four core business segments: semiconductor materials, display materials, UV curing materials, and organic synthesis materials [3].