4连板华软科技回应“光刻胶概念” 相关产品收入占比较低

Core Viewpoint - Huasoft Technology (002453) has experienced a significant stock price increase, attributed to heightened market interest in its involvement with the "photoresist" concept, despite the company's limited revenue contribution from this segment [1][2]. Group 1: Company Overview - Huasoft Technology's main business focuses on the research, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1]. - The electronic chemicals segment is projected to contribute less than 6% to the company's total revenue in 2024 [1]. - The company's existing photoresist products, specifically photoinitiators, are produced in small batches based on customer orders, with revenue from this segment expected to be less than 2% of total revenue in 2024 [1]. Group 2: Market Performance - On September 24, Huasoft Technology's stock price rose by 10%, reaching a new high since January 2024, with over 330,000 shares traded by the end of the day [2]. - As of June 30, 2023, Huasoft Technology had approximately 44,600 shareholders [2]. Group 3: Product Details - Huasoft Technology's electronic chemicals include ML-8, which is a key raw material for coatings used in displays for mobile phones, computers, and televisions, enhancing performance while reducing energy consumption [2]. - The company's electronic chemicals generated revenue of 15.88 million yuan in the first half of 2025, accounting for 9.3% of total revenue, while the projected revenue for 2024 is 30.11 million yuan, representing 5.84% of total revenue [2].