新莱应材半导体业务快速增长，25Q1业绩环比改善

国投证券2025-04-30

一、公司业绩表现新莱应材在2024年实现营业收入28.49亿元，同比增长5.08%，归母净利润为2.26亿元，同比下降4.05%。2025年第一季度，公司收入环比下降2.14%，但归母净利润环比大幅增长80.09%。尽管整体盈利能力短期承压，但半导体业务的快速增长成为亮点。二、多领域布局深化公司在研发创新方面投入显著，2024年研发投入达1.23亿元，同比增长11.61%。重点聚焦于现有产品迭代...

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