DHKJ(SH:600288) Ju Chao Zi Xun·2025-09-14 14:35Core Viewpoint - Dahan Technology is establishing a wholly-owned subsidiary in Shanghai with an investment of 600 million yuan to expand its business in the semiconductor and emerging industries, marking a strategic shift towards new growth opportunities [1][2] Group 1: Company Actions - The new subsidiary, Shanghai Xinhengxinrui Technology Co., Ltd., will focus on semiconductor-related auxiliary equipment [1] - This move is seen as a key initiative for Dahan Technology to enhance its strategic layout in the semiconductor sector and achieve multi-dimensional business breakthroughs [1] Group 2: Financial Performance - In the first half of 2025, Dahan Technology reported revenue of 844 million yuan, a year-on-year increase of 6.89%, but still faced a net loss of 2.74 million yuan, despite a 72.27% reduction in losses compared to the previous year [1] Group 3: Industry Context - The semiconductor equipment sector, particularly in core modules like lithography and etching, has a low domestic production rate and high technical barriers, with foreign leaders dominating the market [2] - Dahan Technology's entry into this field reflects its determination to transition strategically, but it faces challenges in integrating technical resources and overcoming key technological bottlenecks [2] Group 4: Future Outlook - The establishment of the new subsidiary may lead to a "second curve" growth for the company, but the long nurturing period for new businesses, high R&D investments, and intense market competition pose potential risks [2]