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Shanghai Xinyang: the semiconductor material business grew rapidly, and it plans to enter the field of chemical mechanical polishing fluid

the company achieved an operating revenue of 300 million yuan in the first half of the year, a year-on-year increase of +8.26%; The net profit attributable to the parent company was 26 million yuan, up -90.63% year-on-year; The net profit attributable to the parent company after non deduction was 25 million yuan, a year-on-year increase of +80.52%. In the second quarter alone, the operating income was 173 million yuan, with a year-on-year increase of +18.13% and a month on month increase of +36.47%; In order to better serve Chinese customers, the net profit attributable to the parent company is 16 million yuan, with a year-on-year increase of -94.14% and a month on month increase of +57.62%; The net profit attributable to the parent company after non deduction was 16 million yuan, with a year-on-year increase of +100.43% and a month on month increase of +66.08%

expansion of industry scale, transformation and upgrading of fluorocarbon coating business

in the first half of the year, the company achieved double growth in revenue and net profit after deduction, and the gross profit margin increased by 2.95pct to 34.55%. In terms of business segments, the operating revenue of semiconductor business was 140 million yuan, up +34.13% from the same period last year. It is worth noting that wafer ultra pure chemical materials products continue to be recognized by more and more customers. With the expansion of industry scale and the acceleration of localization substitution, the operating revenue achieved rapid growth, reaching 55 million yuan, up +97.55% from the same period last year. As the leader of domestic semiconductor materials, the company announced that the sales volume and market share of functional chemical materials in the traditional packaging field have remained the first in the country for many years; IC manufacturing is not accurate enough. The electroplating solution and additives for copper interconnection of key materials and chips, and the cleaning solution after etching have been industrialized on a large scale; At present, we are accelerating the development of the third core technology - lithography technology, and have made major breakthroughs in the field of high-end photoresists such as ARF dry process, KrF thick film adhesive and i-line for IC manufacturing. In terms of coating business, the company achieved an operating revenue of 148 million yuan in the first half of the year, a slight decrease of 9.62% compared with the same period last year. However, the company continued to accelerate the transformation and upgrading of fluorocarbon coating product structure, developed and improved energy-saving, environmental friendly, high-quality and efficient fluorocarbon powder coatings, and extended to the downstream. The net profit of the company after merger decreased significantly compared with the same period last year, mainly because the investment income generated by the company's asset replacement had an impact on the net profit of 262million yuan in the same period last year

it plans to enter the field of chemical mechanical polishing fluid to enrich the layout of key materials for IC manufacturing

China's IC industry is currently in a critical period of development, and the semiconductor material industry has also entered a time of rapid development. The market demand for chemical mechanical polishing fluid (cmpslurry) products for semiconductor chip production is huge, but it is mainly monopolized by Japanese and American enterprises from scratch, and there is a lack of domestic suppliers. According to the announcement, the company signed a strategic cooperation agreement with Shanghai Huiyan on how to significantly improve sensitivity while achieving high extensibility, and plans to cooperate on the development, production and sales of polishing fluid: Shanghai Huiyan has a polishing fluid product research and development team, and has proprietary technologies such as polishing fluid product research and development, production process technology and quality control, and customer technical service capabilities; The company has the basic conditions for the production of polishing liquid products and product sales channels. This cooperation will integrate the resources of both sides, give full play to their respective advantages, achieve mutual benefit and win-win results, accelerate the development and industrialization of polishing fluid, and help domestic substitution of key materials in China's semiconductor industry

under the same control, transfer the equity of core micro lithography, alleviate the financial pressure in the short term, and incubate ARF wet photoresist in the long term. According to the announcement, the registered capital of core micro, a subsidiary of the listed company, has increased from 100million yuan to 150million yuan. The newly increased registered capital is fully subscribed by Chaocheng technology under the same control, and the listed company will transfer 28.67% of the equity of core micro to Chaocheng technology at 0 yuan. After the completion of this capital increase and equity transfer, the equity structure of core micro is changed to 38% held by listed companies and 62% held by Chaocheng technology. ARF wet photoresist products for IC manufacturing have high technical requirements, long R & D cycle and large investment demand. Core micro lithography has not yet achieved profitability, and the current performance of listed companies is not enough to support the development of this product. Therefore, listed companies can increase investment in high-end photoresist products on the one hand, and alleviate financial pressure on the other hand by introducing joint investment from partners. In the future, coremicro will only carry out the research and development of ARF wet photoresist project, and all assets, personnel, contractual rights and obligations related to ARF dry photoresist will be transferred to listed companies. In addition, if the research and development of ARF wet photoresist is successful, the listed company will re hold the core micro, and the core micro will transfer relevant technologies and patents to the listed company and grant exclusive licenses, which will have a positive impact on the performance of the listed company