? 事件：10 月 24 日，鼎龍股份發布 2024 年三季(ji)報，公司前三季(ji)度實現(xian)營業 總收入 24.26 億元(yuan)，同比增(zeng)長(chang) 29.54%，實現(xian)歸母凈利潤 3.76 億元(yuan)，同比增(zeng)長(chang) 113.51%。 

       ? 三(san)季(ji)(ji)度(du)利(li)(li)潤(run)同(tong)(tong)比(bi)(bi)大幅增(zeng)(zeng)長(chang)，半(ban)導(dao)(dao)體(ti)業(ye)務(wu)占(zhan)比(bi)(bi)大幅提升(sheng)。公(gong)(gong)司第(di)三(san)季(ji)(ji)度(du)實現營 業(ye)收(shou)入 9.07 億元(yuan)，環比(bi)(bi)增(zeng)(zeng)長(chang) 12%，同(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang) 27%；實現歸(gui)屬于上市公(gong)(gong)司股東的(de)(de) 凈利(li)(li)潤(run) 1.58 億元(yuan)，環比(bi)(bi)增(zeng)(zeng)長(chang) 16%，同(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang) 97%。公(gong)(gong)司半(ban)導(dao)(dao)體(ti)業(ye)務(wu)收(shou)入體(ti)量持 續同(tong)(tong)比(bi)(bi)、環比(bi)(bi)增(zeng)(zeng)長(chang)，規(gui)模效(xiao)益及半(ban)導(dao)(dao)體(ti)材料產品高盈(ying)利(li)(li)貢獻的(de)(de)特點進一步凸顯(xian)。 半(ban)導(dao)(dao)體(ti)業(ye)務(wu)已成(cheng)(cheng)為(wei)驅動公(gong)(gong)司主營業(ye)務(wu)收(shou)入及利(li)(li)潤(run)雙增(zeng)(zeng)長(chang)的(de)(de)重要動力。2024 年(nian)前(qian) 三(san)季(ji)(ji)度(du)，公(gong)(gong)司半(ban)導(dao)(dao)體(ti)板塊業(ye)務(wu)（含半(ban)導(dao)(dao)體(ti)材料業(ye)務(wu)及集成(cheng)(cheng)電路芯(xin)片(pian)設計和應用業(ye) 務(wu)）實現主營業(ye)務(wu)收(shou)入 10.86 億元(yuan)（其中芯(xin)片(pian)業(ye)務(wu)收(shou)入已剔除內部抵消），同(tong)(tong)比(bi)(bi) 增(zeng)(zeng)長(chang) 93%，占(zhan)比(bi)(bi)從 2023 年(nian)全年(nian)的(de)(de) 32%持續提升(sheng)至 45%水平。 

       ? 拋光墊(dian)(dian)單月(yue)銷(xiao)量創歷史新(xin)(xin)高，拋光(guang)液(ye)(ye)、清洗液(ye)(ye)環比(bi)(bi)(bi)大幅增(zeng)(zeng)長(chang)(chang)。CMP 拋光(guang)墊(dian)(dian) 業務前(qian)三(san)季(ji)度(du)累(lei)計實(shi)現產(chan)(chan)(chan)(chan)(chan)(chan)品(pin)(pin)銷(xiao)售(shou)(shou)收入(ru) 5.23 億元(yuan)(yuan)，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang) 95%；其中(zhong)，第(di)三(san)季(ji) 度(du)實(shi)現產(chan)(chan)(chan)(chan)(chan)(chan)品(pin)(pin)銷(xiao)售(shou)(shou)收入(ru) 2.25 億元(yuan)(yuan)，環比(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang) 38%，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang) 90%，再創歷史單季(ji) 收入(ru)新(xin)(xin)高。同(tong)時，公司(si)已啟動武漢(han)硬(ying)墊(dian)(dian)產(chan)(chan)(chan)(chan)(chan)(chan)線(xian)的(de)產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)擴充計劃，預計將于 2025 年 第(di)一季(ji)度(du)完成月(yue)產(chan)(chan)(chan)(chan)(chan)(chan) 4 萬(wan)片(pian)(pian)（即年產(chan)(chan)(chan)(chan)(chan)(chan) 48 萬(wan)片(pian)(pian)）的(de)達產(chan)(chan)(chan)(chan)(chan)(chan)。2024 年 9 月(yue)，公司(si) CMP 拋光(guang)墊(dian)(dian)產(chan)(chan)(chan)(chan)(chan)(chan)品(pin)(pin)首次實(shi)現單月(yue)銷(xiao)量破 3 萬(wan)片(pian)(pian)的(de)歷史新(xin)(xin)高。目(mu)前(qian)，公司(si)具備武漢(han)年產(chan)(chan)(chan)(chan)(chan)(chan) 40 萬(wan)片(pian)(pian)硬(ying)墊(dian)(dian)及潛江年產(chan)(chan)(chan)(chan)(chan)(chan) 20 萬(wan)片(pian)(pian)軟墊(dian)(dian)及拋光(guang)墊(dian)(dian)配套緩沖墊(dian)(dian)的(de)現有(you)產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)條件。CMP 拋 光(guang)液(ye)(ye)、清洗液(ye)(ye)業務前(qian)三(san)季(ji)度(du)累(lei)計實(shi)現產(chan)(chan)(chan)(chan)(chan)(chan)品(pin)(pin)銷(xiao)售(shou)(shou)收入(ru) 1.4 億元(yuan)(yuan)，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang) 190%。 其中(zhong)，第(di)三(san)季(ji)度(du)實(shi)現產(chan)(chan)(chan)(chan)(chan)(chan)品(pin)(pin)銷(xiao)售(shou)(shou)收入(ru) 6,359 萬(wan)元(yuan)(yuan)，環比(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang) 57%，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang) 191%。 仙桃產(chan)(chan)(chan)(chan)(chan)(chan)業園 CMP 拋光(guang)液(ye)(ye)產(chan)(chan)(chan)(chan)(chan)(chan)品(pin)(pin)搭(da)載自產(chan)(chan)(chan)(chan)(chan)(chan)配套納米研磨粒子在(zai)客戶端持續規模放量 供應(ying)，CMP 拋光(guang)液(ye)(ye)產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)布局持續完善(shan)。

        ? 半導(dao)體(ti)先進(jin)(jin)(jin)顯示持續放量，光(guang)刻(ke)(ke)膠(jiao)業(ye)務進(jin)(jin)(jin)展積極(ji)。半導(dao)體(ti)顯示材料業(ye)務前三 季度累計(ji)實現產(chan)(chan)品銷售(shou)收入(ru) 2.82 億元，同(tong)(tong)比(bi)增長 168%。其中，第三季度實現產(chan)(chan) 品銷售(shou)收入(ru) 1.15 億元，環比(bi)增長 19%，同(tong)(tong)比(bi)增長 110%。目前，公司已(yi)有 YPI、 PSPI、TFE-INK 產(chan)(chan)品在國(guo)(guo)內主流面(mian)板廠客(ke)戶規模供應，且 YPI、PSPI 產(chan)(chan)品的國(guo)(guo)產(chan)(chan) 供應領先地(di)位持續穩固(gu)，市(shi)場占有率隨銷售(shou)增長不斷(duan)提(ti)升。半導(dao)體(ti)光(guang)刻(ke)(ke)膠(jiao)方面(mian)， 潛江(jiang)一期年產(chan)(chan) 30 噸高端晶圓光(guang)刻(ke)(ke)膠(jiao)量產(chan)(chan)線已(yi)進(jin)(jin)(jin)入(ru)試運行(xing)(xing)階段，目前整體(ti)運行(xing)(xing)狀 態良(liang)好。二(er)期年產(chan)(chan) 300 噸高端晶圓光(guang)刻(ke)(ke)膠(jiao)量產(chan)(chan)線建設按(an)計(ji)劃推進(jin)(jin)(jin)中。