Group 1: Financial Performance - The semiconductor and related businesses achieved revenue of 55.4 million yuan in the first three quarters of 2025, representing an 85% year-on-year increase [2] - Revenue from semiconductor photolithography and testing services reached 17.7 million yuan, with a growth of over 110% [2] - PCB business revenue exceeded 30 million yuan, showing a growth of over 200% [2] Group 2: Business Growth Drivers - The growth in revenue is primarily driven by increased product delivery volumes from existing customers [3] - The company is focusing on high-precision optical processing and testing equipment to meet market demands in the semiconductor sector [3] - The company has initiated the installation of new high-precision equipment, with some expected to be operational by mid-2026 [3] Group 3: Future Business Prospects - The semiconductor and related businesses are strategic priorities, with plans for continued resource investment to maintain growth [4] - The laser business, while growing at a slower pace, is expected to remain stable and contribute to the company's overall performance [4] - The infrared optics business has shown recovery, driven by market demand for smaller, lighter products in various applications [5] Group 4: International Expansion - The company maintains a "domestic + international" dual-drive strategy, with a wholly-owned subsidiary in Singapore and plans for a new subsidiary in Malaysia [6] - The international business has faced revenue declines due to fluctuations in the global trade environment [6] - The Malaysian subsidiary is expected to enhance the company's international operations and create new growth opportunities [6]
波长光电(301421) - 投资者关系活动记录表