鼎龍股份(300054.SZ):公司行業類別變更調整為“C39計算機、通信和其他電子設備製造業——C398電子元件及電子專用材料製造”
格隆匯10月10日丨鼎龍股份(300054.SZ)公佈,公司近年來重點聚焦半導體創新材料領域,持續拓展半導體新材料產品佈局,着力打造進口替代類創新材料的平台型公司。公司自2012年開始向半導體材料業務領域轉型。經過十餘年的深耕佈局,依託材料領域較強的研發、產業化、體系及客户服務能力,公司在半導體創新材料領域構建了豐富的產品矩陣,實現了CMP拋光墊、CMP拋光液、清洗液,新型柔性顯示用YPI(黃色聚酰亞胺)、PSPI(光敏聚酰亞胺)、TFE-INK(薄膜封裝材料)等進口替代類電子專用材料及集成電路芯片的產業化和規模銷售,並已完成半導體先進封裝材料(半導體封裝PI、臨時鍵合膠)、高端KrF/ArF光刻膠、半導體顯示材料新品(PI取向液、無氟光敏聚酰亞胺〔PFASFreePSPI〕、黑色光敏聚酰亞胺〔BPDL〕、薄膜封裝低介電材料〔LowDkINK〕)的業務佈局。
目前,半導體材料及芯片業務已成為公司重要業績來源。2023年度,公司光電半導體材料及芯片業務:其營業收入佔公司總營業收入的比例為32.12%,其毛利潤佔公司總毛利潤的比例為53.44%。同時,該業務板塊的上述比重佔比,在2024年前三個季度持續同比、環比提升中。按照《中國上市公司協會上市公司行業統計分類指引》的相關規定,經公司申請,並由上市公司行業分類專家委員會確認,公司行業類別由原行業分類“C26化學原料和化學制品製造業”,變更調整為“C39計算機、通信和其他電子設備製造業——C398電子元件及電子專用材料製造”。
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