证券日报网讯飞凯材料（300398）8月29日发布公告，在公司回答调研者提问时表示，公司在先进封装 领域的产品布局主要围绕功能型湿电子化学品、锡球、EMC环氧塑封料等关键材料展开。目前，公司 已在先进封装材料产品研发方面取得一定成果，例如公司自主研发的半导体先进封装用厚膜负性光刻胶 实现了重大技术突破，该产品可良好适配2.5D/3D先进封装工艺，具备高解析度等优异性能；同时，公 司生产的临时键合材料也已形成以热解键与机械解键为主、激光解键为辅的产品体系。当前，相关产品 已实现小批量销售，未来公司将根据客户验证进展逐步推进放量工作，并持续拓展先进封装相关业务， 进一步加强产品研发与技术升级，紧密配合客户需求进行定制化开发，加速推动产品导入进程，以实现 该业务板块的稳定营收。 ...

Financial Performance - The company achieved a revenue of approximately 1.462 billion RMB in the first half of 2025, representing a year-on-year growth of 3.80% [2] - Net profit attributable to shareholders was about 217 million RMB, an increase of 80.45% compared to the same period last year [3] - The net profit excluding non-recurring gains and losses was approximately 176 million RMB, reflecting a growth of 40.47% year-on-year [3] Business Segments Performance - Semiconductor materials revenue grew by 1.14% year-on-year; excluding the impact of the divestiture of a subsidiary, the actual growth was about 11% [3] - Screen display materials revenue increased by 4.56% year-on-year, with liquid crystal business remaining stable and OLED protective films generating approximately 10 million RMB in revenue [3] - UV curing materials revenue rose by 6.89% year-on-year, with significant growth in optical fiber coatings [3] - Organic synthesis materials segment saw an overall revenue growth of approximately 9.90% year-on-year [3] Strategic Acquisitions - The company completed the acquisition of JNC Corporation's subsidiaries, contributing to revenue growth by including their income in the consolidated financial statements [2] Future Outlook - The company aims to deepen its focus on niche markets within the materials industry and enhance collaboration with industry partners for sustainable growth [4] - The semiconductor sector is expected to benefit from ongoing demand driven by artificial intelligence and consumer electronics [17] Cost Management and Profitability - The net profit excluding non-recurring items increased by 27.68% quarter-on-quarter, attributed to lower raw material prices and effective cost control measures [5][6] - The impact of recent price increases in photoinitiators on gross margins is expected to be minimal due to effective supply chain management [7] Product Development and Market Expansion - The company is actively pursuing new product registrations for TMO products in multiple regions, with strong sales performance anticipated for the year [8] - In advanced packaging, the company has made significant progress in developing key materials and plans to expand its product offerings [9][10] - The company is also working on automotive exterior coatings, with ongoing testing and certification processes [12] Market Dynamics - The global liquid crystal market has an annual demand of approximately 900 tons, with small and medium-sized liquid crystal demand accounting for about 200 tons, offering higher value and profitability [11] - The company is strategically positioning itself to capture market share in the high-value small-sized liquid crystal segment following the acquisition of JNC's liquid crystal business [11]

长江商报记者注意到，飞凯材料资产规模稳步扩张，截至2025年6月末，飞凯材料总资产达69.92亿元， 较上年同期增长8.71%，创历史新高。 长江商报消息 ●长江商报记者 张璐 飞凯材料（300398.SZ）交出了一份令人瞩目的优异成绩单。 8月27日，飞凯材料发布2025年半年度报告，上半年实现营收14.62亿元，同比增长3.80%；实现净利润 2.17亿元，同比增长80.45%；净利润率提升至14.83%，较上年同期提高6.30个百分点。 飞凯材料自2002年成立以来，便以紫外固化光纤涂覆材料为起点，打破了国外垄断，并在该领域确立领 先地位。2014年，飞凯材料在深交所上市，通过并购与研发的双轮驱动策略，强化了在半导体、屏幕显 示及医药中间体等多个领域的布局。 这一系列资本运作和并购整合举措，增强了公司在屏幕显示材料和半导体材料领域的技术实力和市场竞 争力。 2025年以来，公司股价呈现稳步上升态势。截至8月28日收盘，飞凯材料报收于24.07元/股，2025年以 来公司股价涨幅达53.31%。 上半年营收、净利双增长 飞凯材料发布的2025年半年报显示，公司上半年营收14.62亿元，同比增长3.80%； ...

Group 1 - The company reported a total revenue of 1.462 billion yuan for the first half of 2025, representing a year-on-year increase of 3.8% [2][4] - The net profit attributable to shareholders reached 216.82 million yuan, a significant increase of 80.45% compared to the same period last year [2][4] - The net profit after deducting non-recurring gains and losses was 176.49 million yuan, up 40.47% year-on-year [2][4] Group 2 - The growth in performance was driven by steady sales growth in screen display materials, semiconductor materials, and UV curing materials [1][3] - The company sold 100% of its stake in Dairui Technology, realizing an investment income of approximately 55.68 million yuan [1][3] - The company has optimized resource allocation and focused on strategic layouts in semiconductor and screen display materials, improving operational cost structure through cost reduction and efficiency enhancement measures [1][3] Group 3 - The company achieved a major breakthrough in self-developed advanced packaging negative photoresist for semiconductors, which has passed strict verification by domestic mainstream chip packaging manufacturers [3][4] - A new project for producing 30,000 tons of semiconductor-specific materials and 13,500 tons of supporting materials was initiated, which will become the largest semiconductor materials production base for the company [4] - The project will utilize modern intelligent production lines and adhere to international standards, enhancing product quality and competitiveness [4]