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艾森股份:亘曦基金、汇添富基金等多家机构于11月12日调研我司
Sou Hu Cai Jing· 2025-11-14 03:36
Core Viewpoint - The company, Aisen Co., Ltd. (688720), has reported a significant revenue growth of 40.70% in the first three quarters of 2025, driven by the semiconductor industry's recovery and technological advancements in its products [2][3]. Group 1: Financial Performance - In the first three quarters of 2025, the company's main revenue reached 439 million yuan, an increase of 40.71% year-on-year [3]. - The net profit attributable to shareholders for the same period was approximately 34.48 million yuan, up 44.67% year-on-year [3]. - The company's net profit excluding non-recurring items was about 31.70 million yuan, reflecting an increase of 86.8% year-on-year [3]. - In Q3 2025 alone, the company reported a single-quarter main revenue of 160 million yuan, a year-on-year increase of 26.12% [3]. - The single-quarter net profit attributable to shareholders was approximately 17.69 million yuan, up 75.35% year-on-year [3]. - The company's debt ratio stood at 24.96%, with a gross profit margin of 28.57% [3]. Group 2: Market and Product Insights - The revenue growth is primarily attributed to increased demand from leading wafer manufacturers and advanced packaging plants, as well as contributions from overseas operations [2]. - The company's Malaysian subsidiary, INOFINE, contributed approximately 7% to the overall revenue [2]. - The company has made significant advancements in its KrF photoresist technology, achieving a deep-to-width ratio (R) greater than 13, which is applicable in high aspect ratio structures such as CIS isolation [2]. Group 3: Analyst Ratings and Predictions - Recently, one institution has given a buy rating for the stock within the last 90 days [4]. - Profit forecasts for the next three years indicate a projected net profit of 49 million yuan for 2025, 73 million yuan for 2026, and 108 million yuan for 2027 [4]. - The stock has seen a net inflow of 141 million yuan in financing over the past three months, indicating increased investor interest [4].