2连板永新光学提示风险，近期光刻机概念活跃

Group 1 - Yongxin Optical (603297.SH) announced on September 18 that it did not find any media reports significantly impacting its stock price after an internal review [1] - The company noted that some media outlets have categorized it within the semiconductor and lithography machine sectors, which have recently become active [1] - On September 9, the Ministry of Industry and Information Technology published a document listing the first major technical equipment promotion application guidance catalog for 2024, which includes fluorinated krypton and fluorinated argon lithography machines under electronic special equipment [1] Group 2 - According to Yongxin Optical's 2025 semi-annual report, its semiconductor optical business has secured multiple projects for lithography and measurement equipment from leading companies due to its technological advantages [1] - The optical components and modules are expected to gradually convert starting from the second half of the year [1] - In the first half of 2025, the company achieved operating revenue of 441 million yuan, a year-on-year increase of 2.95%, and a net profit attributable to shareholders of 108 million yuan, a year-on-year increase of 8.75% [1]