Dinglong Co., Ltd.: Over 12 types of photoresist mass-produced, more than 3 types verified; CMP polishing pads with a monthly output of 50k pieces

Gelonghui April 2｜Dinglong Co., Ltd. (300054.SZ) released an announcement of an investor relations activity record, disclosed during the earnings presentation. The company’s Phase II 300-ton-per-year KrF/ArF advanced wafer photoresist mass production line has been built; three products have entered the stage of stable bulk supply, and more than 12 products have entered the barrel sample testing stage. The CMP polishing hard pad manufacturing capacity at the company’s Wuhan headquarters reaches 50k wafers per month (approximately 600k wafers per year). Capacity at the Qianjiang park for soft pads and cushion pads is in the ramp-up stage. The project for the optoelectronic semiconductor materials R&D and manufacturing center is being advanced, which will add supporting capacities such as 400k large silicon wafer polishing pads per year and 4,000 tons of prepolymer. In Q1 2026, attributable net profit is expected to be RMB 240 million–260 million; the full-year net profit performance target is approximately RMB 1 billion. Haofei New Materials has been included in the consolidated scope of operations since March and will make a positive contribution to second-quarter profits. The company is currently planning an overseas share issuance and a listing on the Hong Kong Stock Exchange Limited.