KINGLAI MATERIALS(SZ:300260)2025-05-16 10:04Financial Performance - The company achieved a main business revenue of ¥2,849,010,699.66, an increase of 5.08% compared to the previous year [2] - Operating costs amounted to ¥2,116,342,273.15, rising by 4.49% year-on-year [2] - Total expenses were ¥458,067,089.90, up 11.76% from the previous year [2] - Operating profit reached ¥269,379,299.40, a 2.71% increase year-on-year [2] - Total profit was ¥261,385,900.65, showing a slight decrease of 0.30% compared to the previous year [2] - Net profit attributable to shareholders was ¥226,343,097.57, down 4.05% year-on-year [3] Future Growth Drivers - Accelerated domestic substitution in the semiconductor business, benefiting from recovering market demand and the trend of localizing key components [4] - Increased market share and cost optimization in the food sector, despite reduced downstream demand [4] - Enhanced R&D investment and product upgrades, focusing on high-end semiconductor components to improve competitiveness and profitability [4] Industry Outlook - The semiconductor sector is expected to see continued demand growth, particularly in high-barrier areas such as vacuum systems and specialty gas pipelines [6][7] - The biopharmaceutical field is driven by global innovation in drug development, leading to steady demand for high-end sterile pipelines and consumables [7] - Despite reduced demand from downstream customers in the food sector, the company is increasing its market share among domestic clients [7] - The trend towards smart and green upgrades in the industry will favor companies with technological synergies and scale advantages [7]