DING LONG(SZ:300054) Xin Lang Zheng Quan·2025-09-03 12:01Core Viewpoint - The company is actively engaging with investors regarding its semiconductor and printing consumables businesses, showcasing significant revenue growth and R&D investments in these sectors [1] Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 1.732 billion yuan, representing a year-on-year growth of 14% [1] - The semiconductor segment generated a main business revenue of 943 million yuan, with a remarkable year-on-year increase of 48.64%, accounting for 54.75% of total revenue [1] - The printing consumables business reported a revenue of 779 million yuan [1] Group 2: Research and Development - The company invested 462 million yuan in R&D in 2024, with 250 million yuan allocated in the first half of 2025, marking a year-on-year increase of 13.92%, which is 14.41% of total revenue [1] - The company has developed a range of CMP polishing pads, including hard and soft pads, with strong supply chain management and production process improvements [1][2] Group 3: Product Development and Sales - In the first half of 2025, sales revenue from semiconductor display materials reached 271 million yuan, showing a year-on-year growth of 61.90% [3] - The company is advancing its high-end wafer photoresist business with nearly 30 products in development, over 15 samples sent, and more than 10 products in gallon sample testing [3] - The semiconductor advanced packaging materials segment is seeing accelerated order growth for semiconductor packaging PI and stable shipments of temporary bonding adhesives [3] Group 4: Intellectual Property - As of June 30, 2025, the company holds a total of 1,301 patents, including 1,052 granted patents, and continues to enhance its patent database [4]