华软科技连续拿下5个涨停板 公司称光刻胶基材业务未出现变化

Core Viewpoint - Huasoft Technology's stock price has surged significantly, attributed to its involvement in the "photoresist" concept, despite the company's limited impact from this business on overall performance [1][2]. Company Summary - Huasoft Technology's stock price rose from 6.05 CNY on September 19 to 9.76 CNY on September 25, marking a continuous five-day limit-up [1]. - The company has stated that its photoresist substrate business has not changed significantly and contributes less than 2% to total revenue, with minimal impact on operating performance [1][2]. - Huasoft has been in a loss position since 2021, reporting a revenue of 171 million CNY for the first half of 2025, a 31.63% decrease year-on-year, and a net loss of 91.59 million CNY [2]. Industry Summary - The global market for ArF and KrF photoresist resins is projected to reach 730 million USD by 2031, with a compound annual growth rate of 6.2% [3]. - The domestic semiconductor sector has seen rising stock prices, indicating a growing interest in the photoresist market, which has low domestic production rates and significant potential for domestic substitution [3]. - The market share of domestic photoresists is expected to increase from less than 5% in 2020 to 15% by 2024, with successful supply to major foundries like SMIC and Yangtze Memory Technologies [3].