内容概要：近年来，中国高纯铟行业得到快速发展，成为半导体材料、光伏产业以及电子器件制造等领 域的重要支撑。数据显示，2021-2022年中国高纯铟行业市场规模呈现上升趋势，但2023年半导体市场 进入深度去库存周期，叠加消费电子市场持续低迷，导致高纯铟需求下滑，市场规模同比下降25%；随 后2024年高纯铟行业市场需求逐渐恢复，市场规模达到20亿元，同比上涨6%。预计未来在高端制造和 新能源产业持续扩张的带动下，高纯铟行业市场规模将继续保持增长趋势。特别是在半导体材料领域， 随着5G通信、人工智能和数据中心建设的加速推进，对高纯铟的依赖程度进一步加深。 相关上市企业：锡业股份（000960）、豫光金铅（600531）、锌业股份（000751）、株冶集团 （600961）、华虹公司（688347）、捷捷微电（300623）、苏州固锝（002079）、华润微（688396）、 派瑞股份（300831）等。 相关企业：南京中锗科技有限责任公司、东方电气（乐山）峨半高纯材料有限公司、云南锡业集团(控 股)有限责任公司、广东先导稀材股份有限公司、广西铟泰科技有限公司、株洲科能新材料股份有限公 司等。 关键词：高纯铟行业 ...

Group 1: Industry Development - The organic pigment industry, particularly azo organic pigments, is evolving towards environmental protection, high performance, and functionality due to stricter environmental regulations, downstream industry upgrades, and growing demand in emerging markets [1] - The company has products that meet EU environmental regulations set for after 2028, positioning itself as a leader in compliance with high standards [1] - The company emphasizes R&D investment in green processes and high-value-added products, collaborating with downstream industries to innovate and maintain market share [1] Group 2: R&D Projects - The company has disclosed nearly 20 major R&D projects, including a new red pigment suitable for UV curing technology, which has completed validation and aims to penetrate the high-growth UV curing market [1] - A functional material that meets customer-specified spectral characteristics is currently in customer trials, achieving an absorption rate of ≥95% in target bands, enhancing the company's position in the specialty materials market [1] Group 3: New Ventures - The company has established a subsidiary, Qichen Semiconductor New Materials, to enter the photoresist field, focusing on the R&D and production of styrene-based photoresist monomers and resins, creating a new profit growth point [1] - The initial design capacity for this project is 200 tons per year, with plans to expand production based on market demand [1] Group 4: Investment Activities - In July, the company announced a 120 million yuan investment in Zhuoguangrui Technology, acquiring a 19.3548% stake to support the development of domestic projection exposure machines and related components [2] - The company has the option to invest an additional 120 million yuan within six months, potentially increasing its stake in Zhuoguangrui to 36.4977% [2] - Zhuoguangrui's subsidiary, Gangjing Optical Technology, has achieved significant sales growth this year, with advance payments exceeding 50 million yuan [2] Group 5: Financial Performance - In the first half of 2025, the company reported revenue of 269 million yuan, a year-on-year increase of 4.15%, and a net profit attributable to shareholders of 33.757 million yuan, up 21.62% year-on-year [4] - The report indicates that this marks the sixth consecutive quarter of year-on-year growth in both revenue and net profit [4]