Core Viewpoint - The company, Aisen Co., has announced the establishment of a wholly-owned subsidiary in Nantong Economic and Technological Development Zone to invest in a semiconductor materials manufacturing base, with a total investment of 2 billion yuan [1]. Group 1: Project Overview - The project will cover an area of approximately 159 acres and aims to build a production line with an annual output of 23,000 tons of semiconductor materials [1]. - The project will be implemented in two phases, with the first phase expected to commence production in 2028 and the second phase in 2030, reaching full production by 2035 [1][3]. - The planned products include key materials such as photoresists, plating solutions, and high-purity reagents, which will significantly enhance the company's production capacity and market position [1][4]. Group 2: Market Position and Financial Performance - Aisen Co. anticipates achieving an operating income of approximately 594 million yuan in 2025, representing a year-on-year growth of 37.54%, and a net profit attributable to shareholders of about 50.46 million yuan, up 50.74% year-on-year [4]. - The company is benefiting from the recovery of the semiconductor industry driven by emerging technologies such as 5G, AI, and IoT, leading to increased demand for chips [4]. - The company has established itself as a leader in the production of advanced packaging photoresists and plating solutions, entering the supply chains of major clients like Longji Technology and BOE [6]. Group 3: Strategic Advantages - The establishment of the Nantong manufacturing base will create synergies with the subsidiary's existing projects, enhancing the supply chain stability and reducing procurement costs [6]. - The integration of upstream and downstream operations will facilitate rapid technological iterations and improve customer attraction through one-stop material solutions [6].