截至2025年11月3日 10点04分，上证科创板半导体材料设备主题指数下跌3.27%。成分股方面涨跌互 现，新益昌领涨6.00%，艾森股份上涨1.00%，金宏气体上涨0.59%；神工股份领跌7.01%，华峰测控下 跌6.36%，京仪装备下跌5.86%。科创半导体ETF（588170）下跌3.47%，最新报价1.36元。 流动性方面，科创半导体ETF（588170）盘中换手5.78%，成交2.21亿元。拉长时间看，截至10月31 日，科创半导体ETF（588170）近1月日均成交6.40亿元，领先同类。规模方面，科创半导体ETF （588170）近2周规模增长3.70亿元，实现显著增长。 闻泰科技近期发布2025年三季报，报告期内公司实现营业收入297.69 亿元，同比减少44%，归母净利润 15.13 亿元，同比增长265.09%。其半导体业务稳健增长，中国市场收入创单季度历史新高。 银河证券指出，高层强调供应链安全与自主可控，驱动国产材料验证导入进程加速。KrF/ArF光刻胶、 CMP抛光液等高端产品成为突破重点。HBM和先进逻辑芯片的产能扩张，直接拉动高端半导体前驱 体、特种气体等材料的市场需求，为技术 ...

Group 1: Financial Performance - The company achieved a revenue of 70,505.32 million yuan in the first half of 2025, representing a year-on-year growth of 14.08% [1] - The net profit attributable to shareholders reached 6,370.41 million yuan, with a year-on-year increase of 35.31% [1] Group 2: Business Strategy and Development - The company has established a "three-in-one + industrial investment" development strategy, aligning its business with national goals in aviation and technological independence [2] - Significant advancements in product development include the successful evaluation and delivery of various systems such as drone engine electronic control systems and commercial aircraft oxygen systems [2] Group 3: Logistics and Market Position - The company is the first third-party modification company globally for the Airbus EFW A321 passenger-to-freighter project and the only one in China capable of modifying both B737NG and A321 aircraft [2] - An estimated 2,991 new freighters and passenger-to-freighter conversions are expected to be delivered over the next 20 years, with 2,041 passenger aircraft projected to enter the cargo market by 2041 [2] Group 4: Investment and Innovation in Low-altitude Economy - The company completed a strategic investment in "Aosi Technology," focusing on the future of the low-altitude economy and leveraging its technological advantages [3] - The company has developed the first domestic eVTOL simulator and is involved in multiple low-altitude industry standard formulations [3] - Successful development of the first 600 kW turboshaft drone engine control system, with initial deliveries to customers underway [3]