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联合化学前三季度净利润同比增长7.56% 参投半导体设备公司完成工商变更

Core Viewpoint - Longkou United Chemical Co., Ltd. reported a stable performance in the first three quarters of 2025, with revenue of 388 million yuan and a net profit of 47.42 million yuan, reflecting a year-on-year growth of 7.56% [1] Financial Performance - The company achieved a total asset value of 968 million yuan, an increase of 10.92% compared to the end of the previous year [1] - The net cash flow from operating activities reached 50.41 million yuan, showing a year-on-year increase of 49.24% [1] Industry Trends - The organic pigment sector, particularly azo organic pigments, is experiencing a shift towards environmental protection, high performance, and functionality due to stricter environmental regulations and upgrading of downstream industries [1] Strategic Initiatives - The company is expanding into the semiconductor field, marking a significant transition from traditional manufacturing to technology-driven operations by 2025 [1] - United Chemical established a subsidiary, Qichen Semiconductor New Materials (Panjin) Co., Ltd., to focus on the R&D, production, and sales of various semiconductor materials [2] - The company has also invested in a semiconductor equipment company, now named Shanghai Milei Chip Semiconductor Co., Ltd., enhancing its capabilities in both semiconductor materials and equipment [2] Management Perspective - The management acknowledges the challenges of transitioning into the semiconductor sector and emphasizes a commitment to high-end development strategies through risk control and technological research [2]