On November 5, Gelonhui reported that Hubei Dinglong (300054.SZ) stated on the investor interaction platform that the CMP polishing pad business of the company achieved a cumulative product sales revenue of 0.523 billion yuan in the first three quarters of this year, a year-on-year increase of 95%; among them, in the third quarter of this year, the product sales revenue reached 0.225 billion yuan, an increase of 38% from the previous quarter, and a 90% year-on-year increase, setting a new historical high for single-quarter revenue. In September of this year, the company achieved a historic high monthly sales volume of over 0.03 million pieces of polishing pads, and the penetration of products in the domestic market steadily deepened with the growth of orders. Please refer to the company's subsequent announcements disclosed on the Giant Tide News website for the operation of the CMP polishing pad business in the fourth quarter of this year.
The company has been actively monitoring and studying the relevant national policy trends, and will actively seize industry development opportunities to promote the company's sustained rapid and high-quality development. If the company has any merger or restructuring plans in the future, it will strictly comply with relevant regulations and promptly fulfill information disclosure obligations. The company's KrF/ArF wafer photoresist business is currently in the development and verification stage, with some products already in the gallon sample verification stage. The overall testing progress is smooth, and work on material localization, quality control system improvement, and production line construction is proceeding rapidly in parallel.
