CFMEE(SH:688630) Zheng Quan Ri Bao Wang·2026-01-20 13:09Group 1 - The company, Hefei Chip Quasar Microelectronics Equipment Co., Ltd. (Chip Quasar), forecasts a net profit attributable to shareholders of 275 million to 295 million yuan for 2025, representing a year-on-year increase of 71.13% to 83.58% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 264 million and 284 million yuan, an increase of 115 million to 135 million yuan compared to the previous year, reflecting a growth of 77.70% to 91.16% [1] - The growth in performance is driven by the explosive growth of global AI computing power and the wave of automotive electronics, which accelerates the PCB industry towards high-layer and high-density technology iterations, leading to sustained demand for high-end lithography equipment [1] Group 2 - The company has achieved multiple monthly deliveries of over 100 units of high-end LDI (Laser Direct Imaging) equipment in the first half of 2025, maintaining a high capacity utilization rate [1] - The expansion of the semiconductor business has become a second growth curve for the company, focusing on advanced packaging, with its WLP2000 wafer-level direct writing lithography equipment and PLP3000 board-level direct writing lithography equipment entering leading packaging and testing companies [1] - The company plans to list on the Hong Kong Stock Exchange to raise funds primarily for R&D upgrades, capacity expansion, overseas sales network construction, and strategic investments, aiming to strengthen R&D and capacity, optimize key component localization, and promote digital upgrades and AI technology integration [2]