2025 年 08 月 24 日 万润股份 (002643) —— Q2 业绩超预期，新材料平台未来可期 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 08 月 22 日 | | --- | --- | | 收盘价（元） | 13.99 | | 一年内最高/最低（元） | 14.99/7.70 | | 市净率 | 1.8 | | 股息率%（分红/股价） | 0.71 | | 流通 A 股市值（百万元） | 12,721 | | 上证指数/深证成指 | 3,825.76/12,166.06 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 7.70 | | 资产负债率% | 25.79 | | 总股本/流通 A 股（百万） | 923/909 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-22 09-22 10-22 11-22 12-22 01-22 02-22 03-22 04-22 05-22 06-22 07-22 ...

Core Viewpoint - The article discusses the upcoming 2025 TrendBank Lithography Industry Conference, focusing on advancements in lithography technology, materials, and equipment, while addressing challenges in the domestic semiconductor industry [78][90]. Group 1: Conference Overview - The 2025 TrendBank Lithography Industry Conference will be held on July 9-10, 2025, in Hefei, Anhui, at the Hefei New Station Li Gang Sheraton Hotel [77][78]. - The conference aims to gather experts, scholars, and industry representatives to discuss the latest developments in advanced lithography technologies, materials, and equipment [90][91]. - The event will feature over 20 guest speakers and three main sessions covering advanced lithography technology, photoresists and wet electronic chemicals, and lithography equipment [79][80]. Group 2: Key Topics and Challenges - The conference will address the low self-sufficiency rate of high-end photoresists in China, highlighting the gap between domestic production capabilities and international standards [89]. - Discussions will include the challenges faced in the production of high-purity electronic chemicals and the reliance on imports for certain specialized products [89]. - The need for domestic innovation in lithography equipment, particularly in high-end machines like EUV lithography systems, will be a focal point due to current monopolies by foreign companies [89]. Group 3: Company Profile - Zhejiang Huaxian Optoelectronics Co., Ltd. is a national high-tech enterprise with a focus on research and development in photoresists and OLED materials, boasting a team of over 70 researchers [13]. - The company has established partnerships with several universities for long-term collaborative research and development [13]. - The mission of the company is to leverage technological innovation to enhance quality of life and promote social progress, aiming to be a respected leader in the materials field [14].