DING LONG(SZ:300054)2025-05-23 11:09Financial Performance - In Q1 2025, the company achieved revenue of 824 million CNY, a year-on-year increase of 16.37% [1] - Net profit attributable to shareholders reached 141 million CNY, up 72.84% year-on-year; net profit excluding non-recurring gains was 135 million CNY, an increase of 104.84% [1] CMP Polishing Pad Business - CMP polishing pad sales revenue in Q1 2025 was 220 million CNY, reflecting a year-on-year growth of 63.14% and a quarter-on-quarter increase of 13.83% [2] - The company is the only domestic supplier mastering the entire core R&D and production process for CMP polishing pads, establishing a leading position in the domestic market [2] - Future expansion includes penetrating foreign wafer manufacturers and diversifying product offerings in silicon wafer and silicon carbide markets [2] Semiconductor Display Materials - Sales revenue for semiconductor display materials in Q1 2025 was 130 million CNY, with a year-on-year growth of 85.61% and a quarter-on-quarter increase of 8.48% [3] - The company has become a leading domestic supplier for YPI and PSPI products, with ongoing development of new OLED display materials [3] High-end Wafer Photoresist Business - The company has made significant progress in high-end wafer photoresist, achieving product development and order acquisition within three years [4] - The production line for KrF/ArF photoresist has been established, with a capacity of 30 tons per year for the first phase and 300 tons for the second phase [4] Semiconductor Packaging Materials - In Q1 2025, the company generated sales revenue of 6.29 million CNY from packaging photoresist and temporary bonding adhesives, marking a breakthrough in this business segment [5]