（文章来源：证券日报） 证券日报网讯 8月22日晚间，奥来德发布公告称，2025年半年度公司实现营业收入280，950，288.27 元，同比下降17.87%；归属于上市公司股东的净利润为27，004，851.88元，同比下降70.59%。 ...

奥来德公告，2025年上半年营业收入2.81亿元，同比下降17.87%。净利润2700.49万元，同比下降 70.59%。 ...

Core Viewpoint - The company anticipates a significant decline in revenue and net profit for the first half of 2025 compared to the same period last year, primarily due to a sharp drop in equipment sales despite growth in material sales [2][3]. Revenue Summary - The company expects to achieve revenue between 270 million to 290 million yuan, representing a decrease of 52.0964 million to 72.0964 million yuan, or a year-on-year decline of 15.23% to 21.07% [2]. - The materials segment is projected to generate revenue of 250 million to 260 million yuan, reflecting a year-on-year growth of 18.67% to 23.41% [2]. - Conversely, the equipment segment is expected to see revenue between 23 million to 24 million yuan, indicating a substantial decline of 81.70% to 82.46% year-on-year [2]. Profit Summary - The company forecasts a net profit attributable to shareholders of 25 million to 29 million yuan, which represents a decrease of 68.41% to 72.77% year-on-year [2]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 4 million to 4.8 million yuan, reflecting a significant decline of 92.46% to 93.71% year-on-year [2]. Performance Drivers - The primary reason for the revenue decline is the significant drop in evaporative source equipment sales, which decreased by 81.70% to 82.46%, despite a 20% increase in material sales revenue [3]. - In the previous year, the company realized an investment gain of 12.71% of total profit from the disposal of part of its stake in Changchun Xianguang Chip Industrial Software Co., Ltd., which did not occur in the current reporting period [3].

Group 1: Advanced Packaging Materials Development - The company is developing photosensitive polyimide (PSPI) for advanced semiconductor packaging, with high-temperature and low-temperature curing variants [1][4] - PSPI products are currently in the customer sample verification stage, while advanced plating materials are in the customer certification phase [2][5] - The company aims to expedite customer certification processes to generate actual benefits [2][4] Group 2: Financial Performance and Challenges - In 2024, the company achieved revenue of 924.09 million yuan, a 15.93% increase year-on-year [3] - The company reported losses due to low market prices and increased financial costs, including a total of 123.57 million yuan in impairment provisions [3] - The company plans to optimize financial management and reduce costs through various measures [3] Group 3: Cost Reduction and Profitability Improvement - Cost reduction strategies include bulk purchasing, optimizing production technology, and improving personnel structure [2][3] - The company will enhance cash flow management by optimizing accounts receivable and improving inventory turnover [2][3] Group 4: Future Business Strategies - The company will focus on core business areas while exploring new markets and products [3][4] - Plans include strengthening marketing efforts, enhancing R&D investment, and improving production safety and efficiency [3][4] - The company is transitioning from a single supplier of photoresist to a comprehensive service provider in the photoresist sector [4]