电镀液及配套试剂

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艾森股份9月30日获融资买入2075.50万元,融资余额2.10亿元
Xin Lang Cai Jing· 2025-10-09 01:31
融券方面,艾森股份9月30日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 责任编辑:小浪快报 9月30日,艾森股份涨2.82%,成交额2.03亿元。两融数据显示,当日艾森股份获融资买入额2075.50万 元,融资偿还4247.97万元,融资净买入-2172.47万元。截至9月30日,艾森股份融资融券余额合计2.10 亿元。 截至6月30日,艾森股份股东户数6397.00,较上期增加6.32%;人均流通股8641股,较上期减少5.94%。 2025年1月-6月,艾森股份实现营业收入2.80亿元,同比增长50.64%;归母净利润1678.20万元,同比增 长22.14%。 融资方面,艾森股份当日融资买入2075.50万元。当前融资余额2.10亿元,占流通市值的7.23%,融资余 额超过近一年90%分位水平,处于高位。 分红方面,艾森股份A股上市后累计派现1712.92万元。 资料显示,江苏艾森半导体材料股份有限公司位于江苏省昆山市千灯镇中庄路299号,成立日期2010年3 月26日,上市日期2023年1 ...
艾森股份9月29日获融资买入2819.56万元,融资余额2.31亿元
Xin Lang Cai Jing· 2025-09-30 01:35
截至6月30日,艾森股份股东户数6397.00,较上期增加6.32%;人均流通股8641股,较上期减少5.94%。 2025年1月-6月,艾森股份实现营业收入2.80亿元,同比增长50.64%;归母净利润1678.20万元,同比增 长22.14%。 分红方面,艾森股份A股上市后累计派现1712.92万元。 责任编辑:小浪快报 融资方面,艾森股份当日融资买入2819.56万元。当前融资余额2.31亿元,占流通市值的8.21%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,艾森股份9月29日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,江苏艾森半导体材料股份有限公司位于江苏省昆山市千灯镇中庄路299号,成立日期2010年3 月26日,上市日期2023年12月6日,公司主营业务涉及电子化学品的研发、生产和销售业务。主营业务 收入构成为:电镀液及配套试剂45.37%,电镀配套材料29.31%,光刻胶及配套试剂21.91%,其他(补 充)3.04%,其他电子化学品0.37%。 9月29日 ...
艾森股份9月23日获融资买入3737.17万元,融资余额2.50亿元
Xin Lang Zheng Quan· 2025-09-24 01:30
9月23日,艾森股份涨0.04%,成交额1.94亿元。两融数据显示,当日艾森股份获融资买入额3737.17万 元,融资偿还2975.65万元,融资净买入761.53万元。截至9月23日,艾森股份融资融券余额合计2.50亿 元。 融资方面,艾森股份当日融资买入3737.17万元。当前融资余额2.50亿元,占流通市值的9.04%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,艾森股份9月23日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,江苏艾森半导体材料股份有限公司位于江苏省昆山市千灯镇中庄路299号,成立日期2010年3 月26日,上市日期2023年12月6日,公司主营业务涉及电子化学品的研发、生产和销售业务。主营业务 收入构成为:电镀液及配套试剂45.37%,电镀配套材料29.31%,光刻胶及配套试剂21.91%,其他(补 充)3.04%,其他电子化学品0.37%。 截至6月30日,艾森股份股东户数6397.00,较上期增加6.32%;人均流通股8641股,较上期减少5.94 ...
艾森股份: 华泰联合证券有限责任公司关于江苏艾森半导体材料股份有限公司2025年半年度持续督导跟踪报告
Zheng Quan Zhi Xing· 2025-09-02 11:25
Core Viewpoint - The report highlights the continuous supervision of Jiangsu Aisen Semiconductor Materials Co., Ltd. by Huatai United Securities during its initial public offering and listing on the Sci-Tech Innovation Board, emphasizing the company's competitive position and financial performance amidst industry challenges [1]. Group 1: Company Overview - Jiangsu Aisen focuses on the research, production, and sales of electronic chemicals, particularly in the semiconductor materials sector, and has established itself as a leading domestic supplier [5][6]. - The company has transitioned from a follower to a leader in the electroplating liquid and supporting reagents market, achieving competitive product performance that meets international standards [6]. Group 2: Competitive Risks - The company faces core competitiveness risks due to increasing competition from domestic manufacturers in advanced packaging technology, necessitating continuous technological updates and product development to maintain market share [1][2]. - The reliance on high-performance products and the lengthy certification process for new products pose challenges for large-scale industrialization, potentially impacting future revenue [2][3]. Group 3: Financial Performance - For the first half of 2025, the company reported a significant increase in revenue, with operating income reaching 279.89 million yuan, a 50.64% increase compared to the same period in 2024 [4]. - The net profit attributable to shareholders was 13.74 million yuan, reflecting a growth of 22.14% year-on-year, while the net cash flow from operating activities improved significantly [4][5]. Group 4: Research and Development - The company maintains a high level of R&D investment, accounting for 10.87% of operating income in the first half of 2025, to ensure technological leadership and innovation [4][8]. - Several R&D projects are progressing well, with the company applying for 10 new invention patents in the first half of 2025 [8]. Group 5: Market Position and Future Outlook - The company aims to expand its market share in advanced packaging and wafer manufacturing, with plans to enhance its product offerings and solidify its position as a key supplier in these sectors [7]. - The semiconductor industry is experiencing rapid growth driven by demand from consumer electronics and other sectors, providing a favorable environment for the company's expansion [3][4].
艾森股份H1实现营收2.8亿元,同比增长50.64%
Ju Chao Zi Xun· 2025-08-22 08:58
Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by a focus on the semiconductor business and strategic international expansion [2][3]. Financial Performance - The company achieved operating revenue of 279.89 million yuan, a year-on-year increase of 50.64% [1]. - The net profit attributable to shareholders was 16.78 million yuan, reflecting a 22.14% increase compared to the previous year [1][3]. - The net profit after deducting non-recurring gains and losses was 14.44 million yuan, showing a substantial growth of 76.14% [1][3]. - The net cash flow from operating activities was 22.85 million yuan, a significant recovery from a negative cash flow of 34.07 million yuan in the previous year [1]. Business Strategy and Market Expansion - The company emphasizes a "differentiated competition and global layout" strategy, focusing on advanced packaging and wafer sectors [2]. - The company is enhancing its international strategy through localized operations and meticulous market cultivation, leading to growth in international business [2]. - The subsidiary INOFINE has successfully expanded into the Southeast Asian market, with ongoing integration and optimization efforts [2]. - The construction and operational preparation of the Southeast Asia manufacturing center are progressing well, establishing a secure global supply chain [2]. Product Development - The company is strategically increasing the proportion of high-value products like photoresists, enhancing its technological barriers and market competitiveness [2]. - Continuous optimization of product structure and expansion of customer base and project capabilities are key focuses for increasing market share [2].
艾森股份: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-21 16:59
Core Viewpoint - Jiangsu Aisen Semiconductor Material Co., Ltd. reported a steady growth in revenue and profit for the first half of 2025, driven by optimized product structure and increased efficiency in production and management [3][4][5]. Company Overview and Financial Indicators - The company achieved a revenue of approximately 279.89 million yuan, representing a 50.64% increase compared to the same period last year [3]. - The total profit reached approximately 17.27 million yuan, up by 29.64% year-on-year [3]. - The net profit attributable to shareholders was approximately 16.78 million yuan, reflecting a 22.14% increase compared to the previous year [3]. - The company's total assets increased by 7.09% to approximately 1.33 billion yuan [3]. Industry and Main Business Situation - The company operates in the semiconductor materials industry, focusing on electronic chemical products used in integrated circuits, semiconductor displays, and new electronic components [4][6]. - The company has established a comprehensive intellectual property system and a diverse product range, gradually replacing foreign material companies in the semiconductor packaging sector [4][5]. - According to the China Electronic Materials Industry Association, the company held over 20% market share in the electroplating solution and supporting reagent market for integrated circuit packaging from 2020 to 2022 [4][6]. Product Development and Market Position - The company has made technological breakthroughs in key products such as electroplating solutions and photoresists, positioning itself among the top domestic suppliers [5][6]. - The domestic semiconductor materials industry is expected to grow significantly, with the market for wet electronic chemicals projected to reach approximately 8.6 billion yuan by 2025 [8]. - The company is focusing on advanced packaging and wafer manufacturing, with a complete product solution covering traditional and advanced packaging fields [10][11]. Research and Development - The company emphasizes R&D investment, with R&D expenses growing at a slower rate than revenue, indicating improved internal management efficiency [4][5]. - The company has developed a complete R&D system for photoresists, covering various applications in the semiconductor industry, and aims to fill domestic gaps in high-end products [15][16]. Market Trends and Future Outlook - The semiconductor industry is entering a critical phase driven by technological innovation, market demand, and policy support, with significant growth opportunities in AI, IoT, and 5G technologies [6][7]. - The global semiconductor materials market is expected to reach approximately 71.13 billion USD by 2025, with a growth rate of 5.4% [7].
艾森股份(688720.SH):上半年净利润1678.2万元,同比增长22.14%
Ge Long Hui A P P· 2025-08-21 12:13
Core Insights - The company reported a revenue of 280 million yuan for the first half of 2025, representing a year-on-year growth of 50.64% [1] - Net profit attributable to shareholders reached 16.78 million yuan, an increase of 22.14% year-on-year [1] - The net profit excluding non-recurring gains and losses was 14.44 million yuan, showing a significant growth of 76.14% year-on-year [1] - Basic earnings per share stood at 0.19 yuan [1] Revenue Breakdown - Revenue from electroplating solutions and related reagents grew by 64.32% year-on-year [1] - Revenue from photoresists and related reagents increased by 53.49% year-on-year [1] - The overall revenue growth is attributed to the company's focus on the semiconductor business and its strategic development approach of "differentiated competition and global layout" [1] Strategic Focus - The company emphasizes a dual-driven development strategy of "one main and two wings," focusing on both internal growth and external expansion [1] - Continuous investment in research and development in advanced packaging and wafer sectors is a key driver for sustained revenue growth [1]
艾森股份(688720):营收快速增长,研发加码构筑长期优势
Great Wall Securities· 2025-05-19 07:13
Investment Rating - The report maintains a rating of "Accumulate" for the company [4] Core Viewpoints - The company achieved a revenue growth of 20.04% in 2024, primarily driven by strong performance in the advanced packaging sector, with specific product categories such as plating solutions and photoresists showing significant growth [2][3] - Despite the revenue growth, net profit growth was lower due to increased R&D investments, which rose by 40.42% and accounted for 10.62% of total revenue [2][3] - The company has made significant technological advancements in semiconductor packaging and wafer manufacturing, successfully launching multiple products and breaking into the domestic market for photoresists [3][8] Financial Summary - Revenue is projected to grow from 360 million yuan in 2023 to 883 million yuan by 2027, with a compound annual growth rate (CAGR) of approximately 25% [1] - Net profit is expected to increase from 33 million yuan in 2023 to 101 million yuan in 2027, reflecting a strong growth trajectory [1] - The company's gross margin for 2024 is reported at 26.42%, with a slight decrease from the previous year, while the net margin is at 7.75% [2][3] Market Position and Opportunities - The company is positioned as a leading player in the domestic semiconductor materials market, with a comprehensive product range covering semiconductor packaging, wafer manufacturing, and display materials [3][8] - The semiconductor industry is expected to recover gradually, providing a favorable environment for the company's products to gain market share [3][8] - The report highlights the growing demand for high-end PCB applications driven by AI technology, which the company is strategically targeting [8]
艾森股份: 华泰联合证券有限责任公司关于江苏艾森半导体材料股份有限公司2024年度持续督导跟踪报告
Zheng Quan Zhi Xing· 2025-05-14 13:31
Group 1 - The company is involved in the research, production, and sales of electronic chemicals, with a focus on electroplating solutions and photoresists, which are critical in semiconductor manufacturing and packaging processes [5][9][10] - The company has launched several advanced packaging photoresists and supporting reagent products, indicating a strong market opportunity in the advanced packaging sector [2][3] - The company has achieved significant growth in its advanced packaging segment, with revenue from this area increasing, although the growth rate is lower than the overall revenue growth due to increased R&D investments [7][8] Group 2 - The company faces core competitiveness risks as it competes with domestic and international firms in the high-end market, necessitating continuous technological updates and product development to maintain market share [2][3] - The company has experienced negative operating cash flow, primarily due to the reliance on bill settlements from downstream customers, which may pressure operational management if this trend continues [4][8] - The company’s financial performance shows a 20.04% increase in revenue to approximately 432.19 million yuan, while net profit attributable to shareholders increased by 2.51% to approximately 33.48 million yuan [6][7] Group 3 - The company has a strong market presence in the electronic chemicals sector, particularly in traditional packaging, but faces risks from limited growth potential in niche markets [5][9] - The company has successfully developed and certified several self-researched photoresist products, although full replacement of existing products in downstream clients has not yet been achieved [3][10] - The company’s R&D expenditure has increased significantly, accounting for 10.62% of revenue, reflecting its commitment to innovation and product development [7][11] Group 4 - The company has effectively managed its fundraising, with a total of approximately 617.59 million yuan raised from its IPO, and has utilized a portion of the funds for cash management and investments in structured deposits [12][13] - The company has maintained compliance with regulations regarding the use of raised funds, ensuring that there are no violations or misuses of the funds [13][14] - The company’s core competitiveness remains stable, with ongoing advancements in technology and product offerings in the semiconductor materials sector [11]
艾森股份(688720):先进封装相关产品需求增加,公司业绩稳健增长
Ping An Securities· 2025-04-29 12:07
Investment Rating - The report maintains a "Recommended" investment rating for the company [1][5][13] Core Views - The demand for advanced packaging-related products is increasing, leading to stable growth in the company's performance. In 2024, the company achieved a revenue of 432 million yuan, a year-on-year increase of 20.04%, and a net profit attributable to shareholders of 33.48 million yuan, up 2.51% year-on-year [4][5] - The company's revenue growth is supported by the overall recovery in industry demand, particularly for advanced packaging products, and the company's technological advantages in core products such as electroplating solutions and photoresists [5][8] - The company is expanding its market share in the advanced packaging sector and has made significant investments in R&D, with R&D expenses increasing by 40.42% year-on-year, which has impacted profit margins [5][8] Financial Performance Summary - In 2024, the company reported a revenue of 432 million yuan, with a gross margin of 26.42% and a net margin of 7.75%. The revenue for Q1 2025 was 126 million yuan, reflecting a year-on-year growth of 54.13% [4][5][6] - The company's revenue structure shows that sales of electroplating solutions and related reagents reached 196 million yuan in 2024, a 9.67% increase year-on-year, while photoresists saw a 37.68% increase in sales to 95 million yuan [8] - The company is positioned as a leading supplier in the domestic traditional packaging sector and is expanding into other application areas, including passive components, PCBs, advanced packaging, and wafer manufacturing [8] Future Projections - The company is projected to achieve revenues of 573 million yuan in 2025, 735 million yuan in 2026, and 926 million yuan in 2027, with corresponding net profits of 47 million yuan, 72 million yuan, and 106 million yuan respectively [6][11] - The expected EPS for 2025, 2026, and 2027 are 0.53 yuan, 0.82 yuan, and 1.20 yuan, respectively, indicating a positive growth trajectory [6][11] Market Position and Strategy - The company is focusing on expanding its product line in the advanced packaging sector and has successfully launched several products for mass production, which are widely used in various processes [8] - The company aims to enhance its market share in the advanced packaging and wet electronic chemicals market, driven by the expansion wave among domestic manufacturers [8][11]