ACMSH(SH:688082) Zheng Quan Shi Bao Wang·2025-10-30 02:48Core Insights - The company, Shengmei Shanghai, reported strong financial performance for the first three quarters of 2025, with revenue reaching 5.146 billion yuan, a year-on-year increase of 29.42%, and net profit attributable to shareholders of 1.266 billion yuan, up 66.99% [1] - The company continues to implement its development strategy focused on "technological differentiation, product platformization, and global customer base," which has led to improved product technology and market recognition [1][5] Financial Performance - For the first three quarters of 2025, Shengmei Shanghai achieved a revenue of 5.146 billion yuan, representing a 29.42% year-on-year growth [1] - The net profit attributable to shareholders was 1.266 billion yuan, reflecting a 66.99% increase compared to the previous year [1] - The non-recurring net profit was 1.107 billion yuan, showing a growth of 49.48% year-on-year [1] Product Development and Innovation - The company has launched several innovative products, including the upgraded Ultra C wb wet cleaning equipment and the first Ultra Lith KrF and Ultra ECDP electrochemical plating equipment, enhancing its market offerings [2] - Shengmei Shanghai's cleaning equipment covers 95% of process applications, and its plating equipment achieves full technical coverage, showcasing its competitive edge in the semiconductor equipment market [2] Research and Development - Research and development investment for the first nine months of 2025 reached 868 million yuan, a 41.89% increase year-on-year, accounting for 16.87% of revenue [4] - The company holds 494 patents, with 489 being invention patents, which supports its continuous innovation and provides legal protection for its technologies [4] - The company was awarded the "Integrated Circuit Innovation Achievement Award" at the 2025 China International Industry Fair for its Ultra C Tahoe cleaning equipment, highlighting its technological advancements [4] Market Strategy - The chairman of Shengmei Shanghai indicated that the company aims to capture 50% to 60% of the market share for its main products, cleaning and plating equipment, while also expanding its platform products [3] - The company plans to maintain its strategic focus on "technological differentiation, product platformization, and global customer base" to drive high-quality growth and support industry development [5]