国产大飞机C919刹车片用浸渍树脂

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三连板兴业股份紧急澄清:光刻胶相关业务暂未形成收入
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-23 12:46
Core Viewpoint - The company, Xingye Co., Ltd. (603928.SH), has clarified its business progress regarding semiconductor photoresist phenolic resin and the resin used for the C919 aircraft brake pads, indicating that both projects are in early stages with limited revenue impact [2] Group 1: Business Progress - The semiconductor photoresist phenolic resin is currently in the sample testing phase, with no supply contracts signed and no sales revenue generated, indicating uncertainty in future progress [2] - The sales scale for the resin used in the C919 aircraft brake pads is small, with revenue of 22,900 yuan in 2024 and 32,900 yuan from January to May 2025 [2] - The market for the brake pad resin is limited, primarily serving the C919 aircraft, with other customers still under development [2] Group 2: Stock Performance - Since June, Xingye Co., Ltd. has seen a strong stock performance, with a cumulative increase of 51.77% from the beginning of the month, while the Shanghai Composite Index only increased by 1.01% during the same period [3] Group 3: Shareholder Actions and Financial Performance - Prior to the recent stock price increase, the controlling shareholder, Shen Genzhen, disclosed a plan to reduce holdings by up to 2.6208 million shares (1% of total shares) starting May 23, which is currently in implementation [5] - Financial data indicates significant pressure on the company's performance, with 2024 revenue projected at 1.484 billion yuan, a year-on-year decline of 1.09%, and a net profit of 41 million yuan, down 46.65% year-on-year [5] - In Q1 2025, the company continued to face pressure, reporting revenue of 364 million yuan, an 8.63% year-on-year increase, but a net profit of 13 million yuan, down 17.47% year-on-year, reflecting a "revenue increase without profit increase" trend [5]
兴业股份:半导体光刻胶用酚醛树脂目前仅处于送样测试阶段,暂未形成销售收入
news flash· 2025-06-23 07:39
Core Viewpoint - The company has issued a risk warning regarding its semiconductor photoresist phenolic resin and the impregnated resin used in the domestic C919 aircraft brake pads, indicating that these products are still in the testing phase and have not yet generated revenue [1] Group 1: Semiconductor Photoresist Phenolic Resin - The semiconductor photoresist phenolic resin is currently in the sample testing stage [1] - No supply contracts have been signed, and there is no sales revenue generated from this product yet [1] - The future progress of this product remains uncertain [1] Group 2: C919 Aircraft Brake Pad Impregnated Resin - The sales scale of the impregnated resin for the C919 aircraft brake pads is relatively small [1] - Revenue for the year 2024 is projected to be 229,000 yuan [1] - Revenue for the period from January to May 2025 is projected to be 329,000 yuan [1]