证券日报网讯 12月15日，方邦股份在互动平台回答投资者提问时表示，目前，公司可剥铜已陆续通过 部分代表性载板厂商和相关头部芯片终端客户的量产验证，持续获得小批量量产订单。 （文章来源：证券日报） ...

证券日报网讯12月15日，方邦股份在互动平台回答投资者提问时表示，公司可剥铜主要用于IC载板、类 载板，属于先进封装体系的重要基础材料。 ...

证券日报网讯12月15日，方邦股份在互动平台回答投资者提问时表示，公司目前主要精力集中于可剥铜 的量产准备工作，将根据行业及市场情况，安排技术团队及调整现有铜箔产线，进行HVLP铜箔的开发 及送样测试工作。半年报已按规定披露。 ...

（编辑 丛可心） 证券日报网讯 12月15日，方邦股份在互动平台回答投资者提问时表示，在当前阶段，公司可剥铜是最 快通过了相关代表性载板厂及相关头部芯片终端批量认证的国内产品，目前持续获得小批量量产订单。 ...

格隆汇12月15日丨方邦股份(688020.SH)在投资者互动平台表示，在当前阶段，公司可剥铜是最快通过 了相关代表性载板厂及相关头部芯片终端批量认证的国内产品，目前持续获得小批量量产订单。 ...

方邦股份在互动平台表示，公司可剥铜已陆续通过部分代表性载板厂商和相关头部终端客户的批量验 证，持续获得小批量量产订单。 ...

方邦股份（688020.SH）12月12日在投资者互动平台表示，公司的电磁屏蔽膜产品在全球范围内具有良 好竞争力，三星、Google、Meta等知名海外终端的相关产品均有使用我司屏蔽膜。公司将持续推进海外 市场拓展，产品品类除屏蔽膜外，亦涵盖可剥铜、极薄FCCL、薄膜电阻等产品。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问公司海外业务情况如何，海外主要客户有哪些？ ...

方邦股份在互动平台表示，公司可剥铜已陆续通过部分代表性载板厂商和相关头部终端客户的批量验 证，持续获得小批量量产订单。订单起量取决于相关客户内部项目排产节奏，可剥铜技术壁垒高，且直 接承载芯片，客户对国产可剥铜的导入稳字当头、非常谨慎。 ...

Core Insights - The semiconductor equipment and materials industry in the Sci-Tech Innovation Board showcased strong performance in the first half of 2025, with multiple companies reporting significant revenue and profit growth driven by advancements in high-end products and market expansion [1][2]. Financial Performance Overview - Yuanjie Technology reported a high-speed growth in revenue and net profit in the first half of 2025, attributed to breakthroughs in high-end data communication products and large-scale shipments of CW lasers [2]. - Shenkong Co. highlighted three trends in its performance: stable gross margins in main business of large-diameter silicon materials, increasing revenue share and gross margins in growth business of silicon components, and the integration of silicon materials and components enhancing overall performance [2]. - Hehui Optoelectronics emphasized the dynamic nature of reaching breakeven, focusing on market expansion, product innovation, and improving production efficiency to enhance gross and net profit margins [2]. Key Project Developments - Longtu Photomask's Zhuhai project successfully commenced production in the first half of 2025, with significant progress in third-generation photomask products, including successful transitions from R&D to mass production for 90nm products [3]. - Fangbang Co. reported that its peelable copper technology has passed certifications from several PCB manufacturers, with expectations for gradual order increases as the technology gains acceptance [3]. - Xinyi Chang's new robotics subsidiary is on track to launch new robotic products by the end of September 2025, indicating ongoing advancements in the semiconductor equipment sector [3]. Future Development Plans - Deep Tech plans to enhance profitability by focusing on core equipment for smart glasses and other advanced technologies in the second half of 2025 [4]. - Hehui Optoelectronics aims to expand its market presence in the medium and large-sized AMOLED panel sector, leveraging its established technological advantages and supply chain [5]. - The company has maintained its leading position in domestic shipments of AMOLED displays for tablets and laptops from 2020 to the first half of 2025, with plans to increase export targets and localize raw material sourcing [5].

Core Insights - The 2025 semi-annual performance briefing for the semiconductor equipment and materials industry on the Sci-Tech Innovation Board was held online, featuring 20 listed companies presenting their operational performance and business developments [1] Financial Performance Overview - Yuanjie Technology reported a significant increase in revenue and net profit in the first half of 2025, attributed to breakthroughs in high-end data communication and large-scale shipments of CW lasers [2] - Shengkong Co. highlighted three trends in its performance: stable gross margins in its main business of large-diameter silicon materials, an increase in revenue share from silicon components, and the integration of silicon materials and components driving growth [2] - Hehui Optoelectronics emphasized the dynamic nature of reaching breakeven, focusing on market expansion, product innovation, and improving production efficiency to enhance gross and net profit margins [2] Key Project Developments - Longtu Photomask's Zhuhai project successfully commenced production in the first half of 2025, with significant progress in its third-generation photomask products, including successful transitions from R&D to mass production for 90nm products [3] - Fangbang Co. reported that its peelable copper technology has passed certifications from several PCB manufacturers, with expectations for gradual order increases as the technology gains acceptance [3] - Xinyi Chang's new robotics subsidiary is on track to launch new robotic products by the end of September 2025, with plans for humanoid robots in early 2026 [3] Future Development Plans - Deep Tech plans to enhance profitability by focusing on core equipment for smart glasses and other semiconductor-related products in the second half of 2025 [4] - Hehui Optoelectronics aims to expand its market presence in the medium and large-sized AMOLED panel sector, leveraging its established technology and supply chain advantages [5] - The company has maintained its leading position in domestic shipments of AMOLED displays for tablets and laptops from 2020 to mid-2025, with plans to increase the localization rate of raw materials to over 80% [5]