12月19日，"'十四五'广东成就"韶关专场新闻发布会召开。据发布会消息，"十四五"以来，韶关经济总 量先后跨越1500亿元、1600亿元两个台阶，高质量发展取得新进展新成效，区域影响力持续增强。 这一成绩的取得，离不开韶关对产业立市、工业强市的坚定推进。五年来，韶关牢固树立"无工不富"理 念，一手抓传统产业转型升级，一手抓新兴产业和未来产业培育壮大，推动产业结构不断向新向高攀 升。韶钢加快向高端板材转型，特钢年产量突破100万吨；镓、锗、铟等稀散金属精深加工链条持续延 伸，其中精铟年产量达750吨，约占全国50%，先进材料产业集聚效应日益显现。 在夯实产业"底盘"的同时，韶关加快培育发展新质生产力。"十四五"以来，全市高新技术企业数量净增 138家、增长44.8%，各类科技创新平台总量实现翻番，在半导体功能膜材料、高性能溅射靶材等领域 攻克了一批关键核心技术。2022年，全国一体化算力网络粤港澳大湾区国家枢纽节点数据中心集群落户 韶关，目前已建成华南地区最大的智能算力集聚区，为广东人工智能和数字经济发展提供重要"算力引 擎"。 绿色转型同步推进。韶关成功创建国家级绿色工厂11家、绿色园区1家，清洁能源装机容 ...

Core Viewpoint - The company has reported significant growth in revenue and profit, driven by its strategic focus on semiconductor equipment and materials, particularly in the bismuth sector, which has exceeded expectations [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 699 million yuan, marking a substantial year-on-year increase of 247.76% [1]. - The net profit attributable to shareholders reached 40.81 million yuan, indicating a turnaround from previous losses [1]. Group 2: Bismuth Business Development - The bismuth business, under Anhui Wandao, generated sales revenue of 525 million yuan, accounting for 75.14% of the company's total revenue, becoming the core driver of growth [2]. - The revenue from the bismuth sector saw a quarter-on-quarter surge of 449.82% in the second quarter, showcasing strong growth momentum [2]. - The price of refined bismuth has significantly increased from approximately 75,000 yuan per ton at the beginning of the year to a peak of 160,000 yuan per ton, stabilizing between 120,000 to 130,000 yuan per ton as of early July, reflecting a year-to-date increase of about 65% [2]. Group 3: Product and Capacity Expansion - The company has developed a diversified product matrix in the bismuth sector, including bismuth-related metal materials and compounds, which are applicable in various fields such as semiconductors, photovoltaics, and pharmaceuticals [3]. - Production bases in Wuhua, Guangdong, and other locations have commenced operations, with plans to complete new capacity expansions by the end of 2025, positioning the company to maintain a leading industry status [3]. Group 4: Semiconductor Equipment Business - The company’s subsidiary, KST, has made significant strides in the semiconductor equipment sector, delivering eight 12-inch ion implantation machines, including a low-energy, high-current model that fills a domestic gap [4]. - As of June 2025, KST has established a customer base exceeding 12 for low-energy ion implantation machines, indicating strong market penetration [4]. - The delivered machines have successfully produced over 5 million wafers, demonstrating reliability in large-scale production [4]. Group 5: Research and Development - KST has increased its R&D investment, focusing on advanced process requirements, and has made breakthroughs in key technologies [5]. - The company is enhancing its domestic supply chain capabilities, reducing reliance on overseas suppliers, which contributes to more stable product delivery and optimized cost control [5]. Group 6: Strategic Outlook - The company is advancing from a "device + material" integration model to an "industry chain ecosystem," indicating a strategic transformation [6]. - With the release of new bismuth production capacity and an increase in semiconductor equipment orders, the company is poised for significant breakthroughs in the domestic substitution process [6].