Investment Rating - The report does not explicitly state an investment rating for the optical and optoelectronic industry or the specific company being analyzed [1]. Core Insights - The company achieved a revenue of 876 million yuan in Q4 2024, representing a year-on-year growth of 30.21%, and a net profit of 192 million yuan, up 29.21% year-on-year [18]. - The company is optimistic about its growth in 2025, driven by strong downstream demand and the release of new production capacity [18][20]. - The company has maintained a compound annual growth rate (CAGR) of 32% in revenue and 56% in net profit from 2019 to 2024, indicating robust long-term growth potential [19][26]. - The company is actively pursuing capacity expansion and technological upgrades to enhance market share, particularly in high-generation TFT-LCD and semiconductor mask plate sectors [23]. Summary by Sections 1. Basic Research Information - The research focused on the company "Lu Wei Optoelectronics" within the optical and optoelectronic industry, conducted on February 25, 2025 [13]. 2. Detailed Research Institutions - Various investment institutions participated in the research, including Noan Fund, Huaxia Jiuying Fund, and CITIC Securities [14][15]. 3. Research Institution Proportion - The report does not provide specific data on the proportion of research institutions involved [16]. 4. Main Content Information - The company’s revenue for Q4 2024 was 273 million yuan, a 43% increase year-on-year and a 32% increase quarter-on-quarter [18]. - The company’s product demand is driven by the booming downstream market, with a focus on high-value products and cost reduction strategies [18][20]. - The company is positioned as a leader in advanced packaging mask plates, catering to various advanced packaging requirements [22]. - The company plans to continue expanding its production capacity and upgrading technology to maintain its competitive edge [23].

本次股票发行后拟在科创板市场上市，该市场具有较高的投资风险。科 科创板风险提示 创板公司具有研发投入大、经营风险高、业绩不稳定、退市风险高等特点， 投资者面临较大的市场风险。投资者应充分了解科创板市场的投资风险及本 公司所披露的风险因素，审慎作出投资决定。 江苏艾森半导体材料股份有限公司 (Jiangsu Aisen Semiconductor Material Co., LTD.) （江苏省昆山市千灯镇黄浦江路 1647 号） 首次公开发行股票并在科创板上市 招股说明书 （注册稿） 保荐机构（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 江苏艾森半导体材料股份有限公司 招股说明书（注册稿） 声明：本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程 序。本招股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资 者应当以正式公告的招股说明书作为投资决定的依据。 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作 ...