中银证券研报指出，雅克科技上半年实现归母净利润5.23亿元，同比+0.63%。其中25Q2实现归母净利润2.63亿元，同比-4.06%，环比+0.86%。江苏先科逐渐放量，成都硅微粉产线投产。公司是国内显示光刻胶行业内领先供应商，拥有红绿蓝彩色光刻胶、TFT-PR光刻胶和OC/PS封装透明光刻胶等品类，并陆续开发出彩色光刻胶关键原材料色浆和树脂等，正积极推进验证测试，客户包括京东方、LG显示、华星光电、惠科和深天马等，此外公司研发的印刷OLED彩色打印墨水已开始在主流显示厂商小规模产线上验证测试。公司特高压、半导体等领域含氟电子特气需求持续增长，成都硅微粉产线投产。公司持续深耕电子材料和LNG保温绝热板材，看好公司电子材料业务持续开拓，维持“买入”评级。
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