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]