9月12日，上海合晶涨0.46%，成交额1.71亿元。两融数据显示，当日上海合晶获融资买入额1295.89万 元，融资偿还1840.57万元，融资净买入-544.68万元。截至9月12日，上海合晶融资融券余额合计1.78亿 元。 机构持仓方面，截止2025年6月30日，上海合晶十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第六大流通股东，持股472.53万股，为新进股东。 责任编辑：小浪快报 资料显示，上海合晶硅材料股份有限公司位于上海市松江区石湖荡镇长塔路558号，成立日期1994年12 月1日，上市日期2024年2月8日，公司主营业务涉及公司致力于研发并应用行业领先工艺,为客户提供高 平整度、高均匀性、低缺陷度的优质半导体硅外延片。主营业务收入构成为：产品销售83.17%，受托 加工16.83%。 截至9月10日，上海合晶股东户数1.70万，较上期减少4.68%；人均流通股19937股，较上期增加4.91%。 2025年1月-6月，上海合晶实现营业收入6.25亿元，同比增长15.26%；归母净利润5971.12万元，同比增 长23.86%。 分红方面，上海合晶A股上市后累计派现3.32亿元 ...

Summary of Key Points Core Viewpoint - Shanghai Hejing reported a significant decrease in the number of shareholders, indicating a potential shift in investor sentiment and market dynamics [2]. Shareholder and Stock Performance - As of August 31, the number of shareholders for Shanghai Hejing was 17,880, a decrease of 2,994 from the previous period, representing a decline of 14.34% [2]. - The closing price of Shanghai Hejing on the reporting date was 23.73 yuan, reflecting an increase of 2.24%, although the stock has cumulatively decreased by 16.30% since the concentration of shares began [2]. - The stock experienced 4 days of price increases and 8 days of declines during the reporting period [2]. Financing and Margin Data - The latest margin trading data as of September 4 shows a total margin balance of 189 million yuan, with a financing balance of 188 million yuan [2]. - Since the concentration of shares began, the financing balance has decreased by 46.75 million yuan, a decline of 19.88% [2]. Financial Performance - In the first half of the year, Shanghai Hejing achieved a total revenue of 625 million yuan, representing a year-on-year growth of 15.26% [2]. - The net profit for the same period was 59.71 million yuan, reflecting a year-on-year increase of 23.86% [2]. - The basic earnings per share were reported at 0.0900 yuan, with a weighted average return on equity of 1.45% [2].

本报讯 （记者张文湘见习记者占健宇）日前，上海合晶硅材料股份有限公司（以下简称"上海合晶"）发布2025年半年报。 报告期内，公司实现营业收入6.25亿元，同比增长15.26%；实现归属于上市公司股东的净利润5971.12万元，同比增长23.86%； 实现扣非净利润5918.25万元，同比增长42.15%。 公开资料显示，公司主营业务为半导体硅外延片的研发、生产和销售。对于驱动2025年半年度业绩上升的主要因素，上海 合晶在半年报中指出，上半年公司加强市场拓展、落实差异化竞争策略，8寸和12寸产品销量同比实现增长，其中12英寸产品 销量增幅较大，比去年同期增长151.9%。 同时，报告期内，公司前期投放的产能得以释放，部分产品线持续扩产提量，产能利用率提升，8寸产品产能利用率同比 增长12.6%，12寸产品产能利用率同比增长27.9%。 分季度来看，公司2025年第二季度营业收入3.45亿元，环比增长23.13%；归属于上市公司股东的净利润为4050.36万元，环 比增长110.87%；扣非净利润为4366.44万元，环比增长181.38%，经营业绩大幅改善。 （编辑 张昕） ...

Core Viewpoint - Shanghai Hejing's stock price dropped by 4.24% on September 2, with a trading volume of 245 million yuan and a market capitalization of 16.37 billion yuan [1] Group 1: Company Overview - Shanghai Hejing Silicon Materials Co., Ltd. specializes in the research, production, and sales of semiconductor silicon epitaxial wafers, with its core products being 8-inch and smaller epitaxial wafers used for power devices and analog chips [2] - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2] - As of August 20, the number of shareholders in Shanghai Hejing increased by 26.43% to 20,900, with an average of 16,278 circulating shares per person, a decrease of 20.91% [7] Group 2: Financial Performance - For the first half of 2025, Shanghai Hejing achieved a revenue of 625 million yuan, representing a year-on-year growth of 15.26%, and a net profit attributable to shareholders of 59.71 million yuan, up 23.86% year-on-year [7] - The company has a significant overseas revenue share of 85.40%, benefiting from the depreciation of the RMB [3] Group 3: Market Activity - The stock experienced a net outflow of 39.04 million yuan today, with a total net outflow of 1.74 billion yuan over the past 20 days, indicating a lack of clear trend in major funds [4][5] - The average trading cost of the stock is 23.73 yuan, with the current price fluctuating between a resistance level of 28.35 yuan and a support level of 18.48 yuan, suggesting potential for range trading [6] Group 4: Shareholder and Dividend Information - Since its A-share listing, Shanghai Hejing has distributed a total of 332 million yuan in dividends [8] - As of June 30, 2025, the sixth largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 4.7253 million shares as a new shareholder [8]

Core Viewpoint - Shanghai Hejing (688584.SH) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance compared to the same period last year [1][3]. Financial Performance - The company's total revenue reached 625 million yuan, an increase of 82.78 million yuan, representing a year-on-year growth of 15.26% [1]. - The net profit attributable to shareholders was 59.71 million yuan, up by 11.50 million yuan, reflecting a year-on-year increase of 23.86% [1]. - Operating cash flow amounted to 196 million yuan, an increase of 26.33 million yuan, with a year-on-year growth of 15.53% [1]. Profitability Metrics - The latest asset-liability ratio stands at 10.18%, a decrease of 7.69 percentage points compared to the same period last year [3]. - The gross profit margin is reported at 28.32%, an increase of 4.79 percentage points from the previous quarter [3]. - The return on equity (ROE) is 1.47%, which is an increase of 0.27 percentage points year-on-year [3]. Earnings and Efficiency - The diluted earnings per share (EPS) is 0.09 yuan, an increase of 0.01 yuan, reflecting a year-on-year growth of 12.50% [4]. - The total asset turnover ratio is 0.14 times, an increase of 0.01 times, representing a year-on-year growth of 8.88% [4]. - The inventory turnover ratio is 1.45 times, an increase of 0.29 times, with a year-on-year growth of 25.16% [4]. Shareholder Structure - The number of shareholders is 15,900, with the top ten shareholders holding 568 million shares, accounting for 85.35% of the total share capital [4]. - The largest shareholder is SILICON TECHNOLOGY INVESTMENT (CAYMAN) CORP. with a holding of 48.03% [4].

Core Viewpoint - Shanghai Hejing (688584) reported a strong performance in its 2025 mid-year financial results, with significant increases in revenue and net profit compared to the previous year [1] Financial Performance - Total revenue for the first half of 2025 reached 625 million yuan, a year-on-year increase of 15.26% [1] - Net profit attributable to shareholders was 59.71 million yuan, up 23.86% year-on-year [1] - In Q2 2025, total revenue was 345 million yuan, reflecting a 17.64% increase year-on-year [1] - Q2 net profit attributable to shareholders was 40.50 million yuan, a 35.27% increase year-on-year [1] - Gross margin was 28.32%, a slight decrease of 0.14% year-on-year, while net margin improved to 9.55%, an increase of 7.46% [1] - Total operating expenses (sales, management, and financial expenses) amounted to 52.90 million yuan, accounting for 8.46% of revenue, down 5.24% year-on-year [1] Balance Sheet Highlights - Accounts receivable stood at 258 million yuan, representing a 5.83% increase year-on-year, with accounts receivable to net profit ratio at 213.65% [1][3] - Cash and cash equivalents decreased by 42.65% to 970 million yuan [1] - Interest-bearing debt was reduced by 51.90% to 202 million yuan [1] Earnings Per Share - Earnings per share (EPS) increased to 0.09 yuan, a 12.50% rise year-on-year [1] - Operating cash flow per share improved to 0.29 yuan, reflecting a 15.53% increase year-on-year [1] - Net asset value per share was 6.12 yuan, up 0.65% year-on-year [1] Business Model and Strategy - The company's performance is primarily driven by research and development, indicating a need for careful analysis of the underlying factors [2] - The company aims to optimize its 8-inch product structure and maximize output, targeting to become a benchmark in the domestic market [4] - The 12-inch production capacity is being developed in phases, with plans to expand capacity based on market demand [5]

Core Points - The company Shanghai Hejing Silicon Materials Co., Ltd. has reported on the status of its fundraising activities for the first half of 2025, confirming compliance with relevant regulations and the proper management of raised funds [1][12]. Fundraising Overview - The company issued 66,206,036 shares at a price of 22.66 RMB per share, raising a total of approximately 1.5 billion RMB, with a net amount of about 1.39 billion RMB after deducting issuance costs [1]. - As of June 30, 2025, the company has utilized approximately 868.68 million RMB of the raised funds, leaving a balance of about 537.75 million RMB [2]. Fund Management - The company has established a fundraising management system to ensure the safety and proper use of the raised funds, in accordance with the Shanghai Stock Exchange regulations [2]. - A tripartite supervision agreement has been signed with banks to oversee the management of the fundraising account, ensuring compliance with legal requirements [3]. Cash Management - The company has approved the use of up to 735 million RMB of temporarily idle funds for cash management, focusing on low-risk, high-liquidity financial products [5]. - As of June 30, 2025, the balance of idle funds under cash management was approximately 482.55 million RMB [6]. Fund Usage and Adjustments - There were no instances of using idle funds to temporarily supplement working capital during the reporting period [6]. - The company has not made any changes to the fundraising projects or reported any surplus funds as of June 30, 2025 [11][7]. Project Delays - The timeline for the "High-Quality Epitaxial Wafer R&D and Industrialization Project" has been extended to December 2026 due to market demand changes [10].

Group 1 - The company Shanghai Hejing (688584.SH) reported a revenue of 625 million yuan for the first half of 2025, representing a year-on-year increase of 15.26% [1] - The net profit attributable to shareholders reached 59.71 million yuan, showing a year-on-year growth of 23.86% [1] - The net profit excluding non-recurring items was 59.18 million yuan, which is a year-on-year increase of 42.15% [1] - The basic earnings per share stood at 0.09 yuan [1]

Group 1 - The company Shanghai Hejing reported a revenue of 625.08 million yuan for the first half of 2025, representing a year-on-year growth of 15.26% [1] - The net profit attributable to shareholders of the listed company was 59.71 million yuan, showing a year-on-year increase of 23.86% [1]

证券代码：688584 证券简称：上海合晶 公告编号：2025-037 上海合晶硅材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次业绩说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 09 月 09 日（星期二）15:00-16:00 （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开时间：2025 年 09 月 09 日（星期二）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演 ...