Group 1 - The core viewpoint of the article highlights that Nanda Optoelectronics achieved a net profit attributable to shareholders of 208 million yuan in the first half of 2025, representing a year-on-year increase of 16.30% [1] - The company plans to distribute a cash dividend of 1.80 yuan per 10 shares (including tax) [1] - In the fluorine specialty gas segment, the company is advancing its core fluorine gas projects, such as large-scale trifluorine nitrogen in Ulanqab, which will further expand the specialty gas business [1] Group 2 - In the hydrogen specialty gas segment, new products like ARC and boron trifluoride are capitalizing on opportunities in the integrated circuit (IC) market, leading to significant revenue growth [1] - The semiconductor precursor materials segment has achieved stable mass production of multiple products, continuously integrating into the mass production processes of integrated circuits, indicating strong growth potential [1] - In the photoresist and supporting reagents segment, the company has mastered the technology for self-producing full-process materials, with several products progressing well in testing with key customers [1] Group 3 - The overall industry outlook is improving, with the semiconductor and panel sectors experiencing better fundamentals, increasing sales scale, and enhanced prosperity, which is expected to benefit the company's specialty gas and precursor business revenues [1] - The semiconductor industry is currently in an upward cycle, with the company continuously advancing various projects and achieving mass sales of high-end, high-barrier semiconductor materials, suggesting a sustained positive growth trend in performance [1] - The company maintains a "recommended" rating based on the positive outlook and ongoing project advancements [1]

【DT新材料】 获悉，4月27日， 雅克科技 发布了 2024年度报告 ，公司实现全年营业收入68.62亿元，同比上升44.84%；实现归母净利润8.72亿元， 同比上升50.41%；实现扣非归母净利润9.01亿元，同比上升61.36%。 华飞电子 的半 导体封装填充料及电子粉体材料 业务随着 半导体整体市场行情逐步复苏 ，销售收入较 2023 年有明显上涨。报告期内， CCL 及 球形 氧化铝 已实现突破，并向客户稳定供货； 亚微米球形二氧化硅 开发完成，设备稳定投产；华飞电子下属子公司 湖州雅克华飞电子材料有限公司 " 年 产 3.9 万吨半导体核心材料项目 "一期建设已经基本完成，并开始批量生产产品向华飞电子供应优质稳定的半成品。 报告期内，收益于国内 半导体晶圆产线新增 ，公司 半导体前驱体材料输送设备（LDS） 业务发展迅速。 公司通过收购 韩国SKC 集团 下 SKC-ENF Electronic Materials Limited 的 75.1% 股权，从而控制其下的南通子公司。 子公司雅克（南通） 主要从 事 半导体湿化学品显影液、蚀刻液和稀释剂 的生产和销售，产品质量在行业内处于领先水平。 ...