万业企业前三季度营业收入同比增长247% 拟更名“先导基电”

Core Viewpoint - Wan Ye Enterprise (600641) reported significant revenue growth in Q3 2025, with a year-on-year increase of 246.8%, continuing its strong performance from the first half of the year [1] Financial Performance - The company achieved a total revenue of 1.069 billion yuan in the first three quarters, representing a year-on-year growth of 247.43% [1] - Net profit attributable to shareholders for the first three quarters was 18.67 million yuan, with fluctuations in Q3 net profit due to increased management and financial expenses related to rapid business expansion [1] Business Segmentation - The bismuth materials segment contributed 525 million yuan in revenue in the first half, accounting for 75.14% of total revenue, and continued to grow rapidly in Q3 [1] - The company has established a diverse product matrix from raw materials to high-end application materials, leveraging its competitive edge in bismuth and indium purification technologies [1] Capacity Expansion - Wan Ye Enterprise has built specialized production bases in four locations: Qingyuan, Wuhu, Jingzhou, and Quzhou, with a new company in Quzhou focusing on Micro TEC product development [2] - The subsidiary, Kaishitong, has successfully implemented around 50 ion implanters in over ten domestic 12-inch wafer fabs, covering mainstream semiconductor manufacturing fields [2] Corporate Development - The company has officially changed its name to "Shanghai Xian Dao Ji Dian Technology Co., Ltd." and will apply for a new stock abbreviation "Xian Dao Ji Dian" [2] - Wan Ye Enterprise aims to create an integrated industrial platform from materials to components and equipment, focusing on core technology breakthroughs and industrialization [2]