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，公司主营产品为真空腔体、管道、 管件、泵阀、法兰等，属于高洁净流体管路系统、超高真空系统和超高洁净气体管路系统的关键组件。 公司全资子公司山东碧海包装材料有限公司及公司全资孙公司山东碧海机械科技有限公司，主营产品为 用于牛奶及果汁等液态食品的纸铝塑复合无菌包装材料、液态食品无菌灌装机械及相关配套设备。公司 一直专注于超高洁净应用材料的研究、制造与销售，是国内为数不多覆盖泛半导体、生物医药、食品安 全三大领域的高洁净应用材料制造商。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。公司的具体客户信息属于商业机密。 （编辑 王雪儿） ...

Group 1: Financial Performance - In the first half of 2025, the company's revenue was CNY 1.409 billion, a year-on-year decrease of 0.62% [4] - The net profit attributable to shareholders was CNY 108 million, down 23.06% year-on-year [5] - The gross margin was 24.46%, a decline of 1.11 percentage points compared to the previous year [5] - The net profit margin was 7.63%, down 2.26 percentage points year-on-year [5] - Revenue composition: 48.71% from sterile packaging, 30.21% from high-purity materials, 14.87% from clean application materials, and 6.22% from food equipment [5] Group 2: Business Stability and Market Position - The company's performance remained stable due to the domestic dairy and beverage industries' steady development, despite a decline in overseas business due to geopolitical tensions [6] - The "equipment + packaging" business model has increased customer stickiness, leading to a gradual increase in market share [6] Group 3: Core Competencies in Semiconductor Industry - The company has established a strong reputation in the semiconductor industry, particularly in vacuum applications and ultra-high purity (UHP) products [7] - Products include high and ultra-high vacuum flanges, fittings, valves, and custom pipeline systems, meeting stringent industry standards [9][10] Group 4: Future Strategic Focus - The company aims to leverage the domestic semiconductor industry's localization trend to expand its market presence in semiconductor equipment and components [11] - In the food safety sector, the focus will remain on the "equipment + packaging" model to enhance market share [11] - Increased R&D investment in high-value pharmaceutical-grade pumps and valves to mitigate future market risks [12] Group 5: Impact of International Economic Environment - The company has benefited from the domestic semiconductor industry's localization trend, which has supported continuous growth despite adverse international economic conditions [13] - Strategies include shortening delivery times and enhancing collaboration with domestic wafer fabs and equipment manufacturers [13]