此前，上峰水泥以台州上峰为出资主体，与苏州工业园区兰璞创业投资管理合伙企业(有限合伙)合作， 合资成立了私募股权投资基金——新存基金。该基金的投资范围聚焦于半导体、新能源及相关材料领域 等，此前已投资两个项目共计5000万元，分别为嘉兴轻蜓光电科技有限公司和安徽壹能汽车科技有限公 司。 上峰水泥（000672）在新经济领域又有新投资。8月7日，上峰水泥公告称，公司以控股子公司台州上峰 为出资主体，通过新存基金投资了第三个项目——广州新锐光掩模科技有限公司，投资金额为5000万 元。 公告显示，新锐光掩模是一家专注于半导体光掩模研发、生产和销售的高科技企业，主要服务于半导体 集成电路、平板显示、微机电系统等领域。上峰水泥表示，此次投资符合公司聚焦半导体、新能源、新 材料领域新经济股权投资的范围，不会对公司财务及经营状况产生不利影响。 基于前五年积累的成果，上峰水泥发布了新的五年战略规划，将原有的"一主两翼"战略调整为"主业建 材产业链"与"新经济投资链"双轮驱动的新格局。 4月24日，上峰水泥公告称，2025年第一季度实现营业收入9.51亿元，同比增长4.64%；归母净利润为 7993.43万元，同比增长447 ...

Investment Activities - The company has made a new investment in the semiconductor sector by investing 50 million yuan in Guangzhou New Wave Photomask Technology Co., Ltd. through its subsidiary Taizhou Shangfeng [1] - The company has established a private equity investment fund, New Storage Fund, focusing on semiconductor, new energy, and related materials, with previous investments totaling 50 million yuan in two projects [1] - The company has invested in 24 projects in recent years, with a cumulative investment exceeding 1.7 billion yuan, creating a complementary investment segment to its core building materials business [1] Financial Performance - In the 2024 fiscal year, the net profit contribution from equity investment business reached 22.6%, with cumulative profits from equity investments amounting to 530 million yuan over five years [2] - The Crystal Integrated Project has completed its investment, listing, and exit steps, yielding an investment return of 166 million yuan [2] IPO Progress - The company has several investment projects progressing towards IPO, including Shanghai Super Silicon, which has received acceptance for its IPO application on the Sci-Tech Innovation Board [3] - Other companies such as Angrui Micro and Zhongrun Guangneng have also had their IPO applications accepted, while several others are in the listing guidance phase [3] - The company has adjusted its five-year strategic plan to focus on a dual-driven model of "core building materials industry chain" and "new economic investment chain" [3] Recent Financial Results - In Q1 2025, the company reported revenue of 951 million yuan, a year-on-year increase of 4.64%, and a net profit of 79.93 million yuan, up 447.61% year-on-year [4] - The average selling price of cement products increased compared to the previous year, contributing to overall revenue growth [4] - The company achieved a reduction in manufacturing costs, with total operating costs decreasing by 2.16%, leading to an improvement in overall gross margin [4]