上海新阳：预计2025年全年公司营收不低于17亿元

Core Insights - The company Shanghai Xinyang expects its semiconductor industry revenue to reach no less than 1.3 billion yuan in 2025, with consolidated revenue projected to exceed 1.7 billion yuan [2] - The company has established a comprehensive research and production platform for various types of photoresists, including I-line, KrF, ArF dry, and ArF immersion photoresists, leveraging its technological advantages and continuous R&D investment [2] - Shanghai Xinyang has become a key player in the domestic photoresist supply chain, with its KrF photoresists already achieving mass sales and ArF immersion photoresists receiving sales orders [2] Financial Performance - In the first half of the year, Shanghai Xinyang achieved a revenue of 899 million yuan, representing a year-on-year growth of 35.67% [2] - The net profit attributable to shareholders reached 133 million yuan, a significant increase of 126.31% compared to the same period last year [2] - After excluding non-recurring gains and losses, the net profit was 127 million yuan, reflecting a year-on-year growth of 58.07% [2] Market Position - As of the first half of 2025, Shanghai Xinyang has become the baseline material for 56 12-inch integrated circuit production lines and 23 8-inch integrated circuit production lines in China, accounting for over 70% and 60% of the respective markets [2]