长江商报消息 ●长江商报记者 潘瑞冬 半导体材料企业上海新阳（300236.SZ）业绩持续向好。 9月10日晚间，上海新阳发布了一份投资者活动关系活动表，公司称，预计2025年合并营收不低于17亿 元。若此预期实现，公司的营业收入将实现连续10年增长。 对于业绩增长，上海新阳表示，公司半导体业务板块的新产品技术优势逐步显现，产品类型亦日益丰 富，重点项目的市场开发进展顺利，客户订单数量持续攀升。2025年上半年，公司的半导体行业实现营 业收入7.09亿元，同比增长53.12%。报告期内，公司集成电路制造用关键工艺材料的销量实现了显著增 长，营业收入为6.84亿元，同比增长55.74%。此外，公司的晶圆制造用电镀液及添加剂系列产品的市场 份额持续扩张，集成电路制造用清洗、蚀刻系列产品在客户端的应用进展顺利，销售额持续攀升。 涂料板块业务则受建筑行业市场复苏缓慢，涂料产品售价下降等不利因素影响，2025年上半年实现营业 收入1.87亿元，同比下降5.29%。 随着半导体行业景气度上行，公司对未来的业绩预期充满信心。 在投资者活动中，上海新阳表示，目前，公司KrF光刻胶已实现多款产品批量化销售，ArF浸没式光刻 胶 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 896.65 million yuan, a 35.67% increase year-over-year, and net profit attributable to shareholders at 133.31 million yuan, a 126.31% increase [2][3]. Financial Performance - Revenue for the first half of 2025 was 896,649,671.91 yuan, compared to 660,897,505.06 yuan in the same period last year, marking a 35.67% increase [3]. - Net profit attributable to shareholders was 133,305,329.34 yuan, up from 58,904,090.14 yuan, reflecting a 126.31% growth [3]. - The net profit after excluding non-recurring gains and losses was 127,033,676.15 yuan, a 58.07% increase from 80,365,638.74 yuan [3]. - The net cash flow from operating activities was 112,793,253.82 yuan, a substantial increase of 241.03% from 33,074,091.65 yuan [3]. - Basic and diluted earnings per share were both 0.4280 yuan, up 125.86% from 0.1895 yuan [3]. - The weighted average return on equity was 2.97%, an increase of 1.51% from 1.46% [3]. Asset and Equity Position - Total assets at the end of the reporting period were 6,106,746,216.50 yuan, a 4.20% increase from 5,860,673,166.39 yuan at the end of the previous year [3]. - Net assets attributable to shareholders were 4,620,250,822.06 yuan, up 1.84% from 4,536,694,935.49 yuan [3]. Industry Performance - The semiconductor segment achieved revenue of 709 million yuan, representing a 53.12% year-over-year increase, with new product technology advantages becoming more apparent [4]. - The company is experiencing a steady increase in customer orders and market development for key projects in the semiconductor sector [4]. Capacity Expansion Plans - To strengthen its leading position in the domestic semiconductor materials industry, the company is optimizing its production capacity to 43,500 tons with an additional investment of 1.049 billion yuan [5]. - The company is also progressing with the construction of a project in the Shanghai Chemical Industry Zone and plans to invest 1.85 billion yuan in a new facility for producing 50,000 tons of key semiconductor materials, alongside a headquarters and R&D center [5]. - The ongoing capacity expansion is expected to meet future market demand and support the company's strategic development plans [5].

Core Viewpoint - Shanghai Xinyang (300236) reported significant growth in its half-year results, indicating strong performance in the integrated circuit manufacturing materials sector [1] Financial Performance - The company achieved operating revenue of 897 million yuan, representing a year-on-year increase of 35.67% [1] - Net profit attributable to shareholders reached 133 million yuan, marking a year-on-year growth of 126.31% [1] - Basic earnings per share stood at 0.428 yuan [1] Product Performance - Sales volume of key process materials for integrated circuit manufacturing saw significant growth during the reporting period [1] - The market share of electroplating solutions and additives for wafer manufacturing continued to expand [1] - The sales of cleaning and etching products for integrated circuit manufacturing progressed smoothly in client applications, leading to continuous revenue growth [1]

Group 1 - The company achieved operating revenue of 897 million, representing a year-on-year growth of 35.67% [1] - The net profit attributable to shareholders reached 133 million, with a year-on-year increase of 126.31% [1] - The semiconductor industry generated operating revenue of 709 million, showing a year-on-year growth of 53.12% [1] Group 2 - The sales volume of key process materials for integrated circuit manufacturing saw significant growth during the reporting period [1] - The market share of plating solutions and additives for wafer manufacturing continued to expand [1] - The application progress of cleaning and etching products for integrated circuit manufacturing at customer sites was smooth, with sales continuously rising [1]

Core Insights - The company Shanghai Xinyang (300236.SZ) reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 897 million yuan, a year-on-year growth of 35.67% [1] - The net profit attributable to shareholders was 133 million yuan, reflecting a substantial year-on-year increase of 126.31% [1] - The semiconductor industry segment achieved revenue of 709 million yuan, marking a year-on-year growth of 53.12% [1] Company Performance - The sales volume of key process materials for integrated circuit manufacturing saw significant growth during the reporting period [1] - The market share of the company's electroplating solutions and additives for wafer manufacturing continued to expand [1] - The application progress of cleaning and etching products for integrated circuit manufacturing at client sites was smooth, leading to a continuous increase in sales [1]