作为微纳直写光刻解决方案提供商，洪镭光学的技术突破并非一蹴而就。截至目前，其已向市场交付覆 盖PCB HDI&FPC线路板、半导体玻璃基板、先进封装掩模版等多领域的直写光刻设备，产品矩阵正持 续完善。根据规划，洪镭光学后续将推出光学解析能力覆盖20μm至0.5μm的全系列设备，可全面满足IC 封装基板、先进封装等高端领域的光刻需求。 此次交付事件对洪田股份的战略意义尤为显著。在全球激光直写光刻设备市场以5.2%年复合增长率扩 张，中国市场增速更是高达18%的背景下，洪镭光学的产品化落地不仅响应了半导体装备国产替代的行 业趋势，更成为洪田股份高端装备制造业务的新增长极。（齐和宁） 11月17日，洪田股份（603800.SH）控股子公司洪瑞微电子在微信公众号表示，其控股子公司洪镭光学 自主研发的应用于半导体掩模版领域的直写光刻机（型号HL-P3）与TGV玻璃基板直写光刻机（型号 HL-P6）顺利下线，并于11月15日完成打包装运并发往订单需求客户。 此次交付的两款设备各有技术侧重。其中应用于半导体掩模版领域的HL-P3型直写光刻机，具备2.5μm 的最小线宽线距解析能力及±2μm的对位精度，可稳定满足客户L/S为 ...

Group 1 - The core viewpoint of the news is that Jing Sheng Machinery continues to implement its development strategy of "advanced materials and advanced equipment," achieving significant revenue and profit growth [1] - For the reporting period, Jing Sheng Machinery reported operating revenue of 1,757.66 million yuan and a net profit of 250.97 million yuan, indicating strong financial performance [1] - The company is accelerating the domestic substitution process in the semiconductor equipment market, successfully developing various 12-inch semiconductor equipment that meet international advanced standards [1] Group 2 - Jing Sheng Machinery is rapidly advancing its 8-inch silicon carbide substrate production capacity, with significant market expansion results [1] - The quartz crucible business has improved production efficiency by creating a fully automated production platform, positioning Jing Hong Precision as a core component supplier [1] - Major clients include well-known listed companies and large enterprises such as TCL Zhonghuan and Changdian Technology, with good payment performance on existing orders [1] Group 3 - The company aims to maintain its development strategy of "advanced materials and advanced equipment" while building a platform company that promotes diversified business collaboration [1]

Core Viewpoint - Jing Sheng Mechanical and Electrical has a strong order book primarily from leading downstream clients, with good payment performance and risk management practices in place [2][3] Group 1: Financial Performance - In 2024, the company achieved operating revenue of 17.577 billion yuan and a net profit attributable to shareholders of 2.51 billion yuan [2] - The company is accelerating the domestic substitution process for semiconductor equipment, successfully developing multiple 12-inch devices in the integrated circuit equipment sector [2] Group 2: Product Development and Market Position - The company has made technological breakthroughs and mass production in compound semiconductor equipment, including 8-inch silicon carbide epitaxy equipment and ion implanters [2] - In the photovoltaic equipment sector, innovative products aimed at improving efficiency and reducing costs have been launched, further strengthening market competitiveness [2] Group 3: Material Production and Market Expansion - The company is rapidly increasing the production capacity of 8-inch conductive silicon carbide substrates, achieving significant market expansion [2] - Sales of sapphire materials have seen rapid growth year-on-year due to the recovery in consumer electronics, with successful mass production of 1,000 kg oversized crystals [2] Group 4: Client Relationships and Strategic Direction - Major clients include well-known listed companies such as TCL Zhonghuan, Changdian Technology, and Silan Microelectronics, with long-term strategic cooperation maintained [3] - The company will adhere to the development strategy of "advanced materials, advanced equipment" and deepen the collaborative layout of the semiconductor industry chain, aiming to become a global leader in semiconductor equipment, materials, and services [3]