左手IC、右手机器人，沃特股份2500万拿下密封件公司

Core Viewpoint - The company沃特股份 is expanding its production capacity and strategic positioning in the high-performance polymer materials and semiconductor sectors, particularly through the development of LCP materials and the acquisition of a sealing components company. Group 1: LCP Production and Market Position - The company has begun mass production of LCP materials at its new facility in Chongqing, which is expected to become the largest global supplier of LCP materials [1] - The company has invested 10 years in LCP development, acquiring technology from Samsung in 2014 and establishing its own production line in 2020, leading to its position as the top domestic supplier by 2021 [1] - Current LCP resin production capacity stands at 20,000 tons, with plans for further expansion based on market demand [1] Group 2: Acquisition of Sealing Components Company - The company plans to acquire 100% of the sealing components company for 25 million yuan, aiming to enhance its competitiveness in the semiconductor industry [1][2] - The sealing components company specializes in high-performance sealing products and has a significant presence in the semiconductor and nuclear energy sectors [2] - Financial projections for the sealing components company indicate challenges, with revenues of 211 million yuan in 2023 and expected losses in 2024 and 2025 [2][3] Group 3: Financial Performance - The company reported a revenue increase of 12.29% year-on-year, reaching 906.36 million yuan in the first half of 2025 [4][5] - Net profit attributable to shareholders grew by 23.94%, with a significant increase in R&D investment, which accounted for 6.18% of revenue [4][5] - The company’s product segments include special polymer materials, engineering plastic alloys, and modified general plastics, with respective revenue contributions of 48.93%, 27.55%, and 17.65% [6] Group 4: Semiconductor Sector Developments - The company has successfully integrated its semiconductor technology following the acquisition of Shanghai沃特华本, achieving breakthroughs in core semiconductor components [7] - The company’s PTFE precision components are now utilized by leading semiconductor equipment manufacturers, enhancing its market position [7] - As the semiconductor industry recovers, the company is poised to leverage its platform advantages to capture new growth opportunities [7]