Shenzhen Qingyi Photomask Ltd

After market close on September 28, Qingyi Photomask issued a voluntary disclosure announcement stating that its 55nm PSM phase-shift mask products have had confidentiality agreements signed with customers and product specifications confirmed, received customer purchase orders, and the products have now been delivered, entering the customer qualification stage. The company also cautioned that qualification is an important part of customer validation, and the certification cycle and results are uncertain, so it cannot yet determine when volume supply can be achieved. Qingyi Photomask is one of the earliest established and largest photomask manufacturers in China, with a dual-business structure spanning flat panel display masks and semiconductor chip masks. The 55nm PSM announced this time is an important product for its semiconductor mask business to break through to more advanced process nodes. This year's interim report showed that the company's semiconductor chip mask business has achieved customer validation for the 55nm Binary process node, is steadily advancing research and development of PSM and OPC process masks from 130nm to 40nm nodes, and has started planning for 28nm node mask process development. The Foshan Qingyi Micro production base has entered trial production and plans to achieve mass production of PSM technology masks by the end of 2026. During the reporting period, the company achieved operating revenue of 654 million yuan, up 5.08 percent year on year, and net profit attributable to the parent company of 118 million yuan, up 28.16 percent year on year. Of this, flat panel display mask sales revenue was 528 million yuan, up 7.42 percent year on year, and semiconductor chip mask operating revenue was about 101 million yuan, up 0.95 percent year on year.

Qingyi Photomask released its 2026 interim report, with total operating revenue of 654 million yuan, net profit attributable to the parent company of 118 million yuan, and net cash inflow from operating activities of 267 million yuan. The company's asset-liability ratio was 32.77%, gross margin was 32.64%, return on equity was 4.11%, and diluted earnings per share was 0.38 yuan. Total asset turnover was 0.16 times, and inventory turnover was 1.82 times. The number of shareholders was 19,700, and the top ten shareholders held 65.77% of the total share capital.

Qingyi Optoelectronics announced plans to distribute a cash dividend of 1.2 yuan, tax included, for every 10 shares to all shareholders, with an estimated total payout of 37.57 million yuan, accounting for 31.85% of net profit attributable to the parent company. In the first half of 2026, Qingyi Optoelectronics achieved revenue of 654 million yuan and net profit attributable to the parent company of 118 million yuan.

Qingyi Photomask released its 2026 interim report, showing first-half net profit attributable to the parent company grew 28.2% year on year to 118 million yuan. Operating revenue was 654 million yuan, up 5.1% from a year earlier. Net profit attributable to the parent after deducting non-recurring items was 108 million yuan, up 30.4% year on year. Net operating cash flow was 267 million yuan, an increase of 75.8% from the same period last year. Second-quarter net profit attributable to the parent was 62.26 million yuan, up 54.5% year on year. The company focuses on the research, development, design, production and sale of photomasks, with products mainly used in flat panel displays, semiconductor chips, touch panels and circuit boards.