证券日报网讯 新莱应材10月9日在互动平台回答投资者提问时表示，公司的半导体真空系统和气体系统 可以服务于相关的泛半导体设备供应商和终端制造商，设备端客户以直供的方式与客户合作，在厂务端 一般通过工程公司间接供给（最终用户指定）。公司的泛半导体真空产品的AdvanTorr品牌以及气体产 品的NanoPure品牌均可以应用到泛半导体产业链上下游中。 （编辑 王雪儿） ...

Core Viewpoint - The company reported strong revenue growth in Q2 2025, driven by new product launches and effective capacity expansion, exceeding market expectations [1] Group 1: Revenue Performance - In H1 2025, the company's revenue reached 1.72 billion yuan, with Q2 revenue at 960 million yuan, representing a year-on-year increase of 19.5% and a quarter-on-quarter increase of 26.2, surpassing market expectations [1] - The mechanical and electromechanical components remain the core revenue source, with significant growth in multi-model gas distribution plates, where orders from major clients increased by 74% and 236% [1] - The gas transportation system showed strong development, with revenue up 21% year-on-year and orders up 53%, indicating a promising growth trajectory [1] - Non-metallic components (Beijing Yisheng Precision) saw revenue and orders grow by over 50%, accelerating the platform layout [1] Group 2: Profitability Analysis - In H1 2025, the company's net profit attributable to shareholders was 12.27 million yuan, while the net profit excluding non-recurring items was -1.62 million yuan, with Q2 showing a turnaround to 34.43 million yuan and 26.81 million yuan respectively [2] - The net profit margin for H1 2025 was 0.21%, with Q2 at 3.90%, indicating a gradual recovery in profitability [2] - The gross profit margin for H1 2025 was 26.52%, with Q2 at 28.4%, reflecting improvements in production efficiency and capacity release [2] Group 3: Capital Expenditure and Growth Outlook - The company plans to invest approximately 3.5 billion yuan in capital expenditures from 2021 to 2024, laying a solid foundation for expansion [3] - By the end of 2024, fixed assets are expected to reach 3.3 billion yuan, a tenfold increase since 2018, with production capacity gradually being released [3] - The company has made strategic acquisitions to enhance its product offerings and technology capabilities, positioning itself as a leader in the semiconductor components market [3] Group 4: Revenue and Profit Forecast - Revenue forecasts for 2025-2027 have been adjusted to 3.923 billion, 5.117 billion, and 7.011 billion yuan, representing year-on-year growth rates of 29.1%, 32.0%, and 35.4% respectively [4] - The forecast for net profit attributable to shareholders is set at 205 million, 310 million, and 472 million yuan for the same period, with corresponding year-on-year growth rates of 1.3%, 51.1%, and 52.2% [4]

Core Viewpoint - The company Xinlai Yingcai (新莱应材) has confirmed that its semiconductor vacuum systems and gas systems serve relevant suppliers and end manufacturers in the semiconductor industry, indicating a strong position in the market [1] Group 1: Product Offerings - The company's semiconductor vacuum products are branded as AdvanTorr, while its gas products are branded as NanoPure, both of which can be applied throughout the semiconductor industry chain [1] - The equipment clients typically collaborate directly with the company, while the factory-side supply is generally provided indirectly through engineering companies as specified by the end users [1]