종합 밸류에이션 구간 · 보수적 ¥190–¥230 / 적정 ¥230–¥280 / 낙관적 ¥280–¥340. ¥264.9 기준, 적정 내재가치 구간 내.
보고서 발행 시 ¥304.8（2026년 6월 29일）
The company disclosed its annual profit distribution plan, reflecting shareholder return policy and the board's view of financial capacity.
Possible impact:The distribution plan may affect expectations for cash-flow quality and shareholder return stability.
The company reported higher CMP share, overseas wet chemical testing, and progress in localized electroplating supply.
Possible impact:Validation and share gains may affect expectations for medium- to long-term growth potential.
The April 2025 convertible bond raised RMB 817mn net; RMB 436mn had been invested by year-end, a 53.38% progress rate.
Possible impact:May affect expectations for capacity expansion, R&D investment and capital structure.
The company disclosed that Anji convertible bonds were redeemed and delisted in March 2026, adding 6.43 million shares through conversion.
Possible impact:May affect expectations for dilution, capital structure and financing capacity for expansion.
Anji launched ceria slurry services and full-category tungsten slurry solutions, highlighting mass production and customer coverage.
Possible impact:Product and mass-production progress may affect expectations for portfolio expansion and advanced-node material opportunities.
Automatically summarized from public sources; for context only, not investment advice.
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Anji Microelectronics Technology (Shanghai) Co., Ltd., together with its subsidiaries, researches, develops, manufactures, and sells semiconductor materials in China and internationally. The company offers chemical mechanical polishing slurry, such as copper and copper barrier layers, tungsten slurries, dielectric polishing slurries, ceria-based dielectric polishing slurries, chemical mechanical polishing slurries for substrate, and polishing slurries for new materials and new processes. It also provides formulated wet electronic chemicals, including post etch and CMP cleaning solutions, photoresist strippers, etchants, and ECP (Electro-chemical Plating) solution and additives. Anji Microelectronics Technology (Shanghai) Co., Ltd. was founded in 2004 and is based in Shanghai, China.
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