Group 1 - The core point of the article highlights a significant block trade involving JinHua New Materials (920015) on January 20, with a transaction volume of 200,000 shares and a transaction value of 11.124 million yuan, executed at a price of 55.62 yuan, which represents a discount of 3.50% compared to the closing price of the day [2] - Over the past month, JinHua New Materials has recorded a total of three block trades, accumulating a total transaction value of 37.612 million yuan [2] - On the same day, the closing price of JinHua New Materials was 57.64 yuan, reflecting an increase of 0.84%, with a turnover rate of 10.42% and a total transaction amount of 226 million yuan [2] Group 2 - The buyer of the block trade was Huabao Securities Co., Ltd., specifically the Xiamen Luling Road Securities Business Department, while the seller was Huafu Securities Co., Ltd., from the Changle Wuhang Road Securities Business Department [2] - The stock has seen a cumulative increase of 7.02% over the past five days [2]

（原标题：锦华新材1月19日大宗交易成交1103.20万元） | 成交量 | 成交金额 | 成交价格 | 相对当日 收盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 20.00 | 1103.20 | 55.16 | -3.50 | 华宝证券股份有限公司厦 | 华福证券有限责任公司长 | | | | | | 门吕岭路证券营业部 | 乐吴航路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 锦华新材（920015）1月19日大宗交易平台出现一笔成交，成交量20.00万股，成交金额1103.20万元，大 宗交易成交价为55.16元，相对今日收盘价折价3.50%。该笔交易的买方营业部为华宝证券股份有限公司 厦门吕岭路证券营业部，卖方营业部为华福证券有限责任公司长乐吴航路证券营业部。 证券时报•数据宝统计显示，锦华新材今日收盘价为57.16元，上涨0.49%，日换手率为14.88%，成交额 为3.35亿元，近5日该股累计 ...

证券代码：920015 证券简称：锦华新材 公告编号：2026-004 浙江锦华新材料股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权委托理财情况 （一） 审议情况 浙江锦华新材料股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召 开第六届董事会第十三次会议、第六届董事会审计委员会第十一次会议审议通过 《关于使用闲置自有资金进行现金管理的公告》，并将该议案提交至股东会审议。 2025 年 11 月 13 日，公司召开 2025 年第四次临时股东会同意公司拟使用额度（按 理财产品存续余额计）不超过人民币 8 亿元（包含本数）的闲置自有资金购买安 全性高、流动性好的理财产品。使用期限自公司股东会审议通过《关于使用部分 闲置自有资金进行现金管理的议案》之日起 12 个月内，在上述额度和期限内， 资金可以滚动使用，如单笔产品存续期超过前述有效期，则决议的有效期自动顺 延至该笔交易期满之日。具体内容详见公司于 2025 年 ...

每经讯，2026年1月19日，北交所上市公司锦华新材（920015，收盘价：57.16元）发生一笔大宗交易，成交价55.16元/股，成交 数量20万股，成交金额1103.2万元，折价3.5%。买入营业部是华宝证券股份有限公司厦门吕岭路证券营业部，卖出营业部是华 福证券有限责任公司长乐吴航路证券营业部。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 ...

Group 1 - The report highlights the initiation of anti-dumping investigations against imported dichlorodihydrosilane from Japan, which is expected to accelerate the domestic production process of electronic specialty gases [1][10][11] - The domestic market for dichlorodihydrosilane is projected to reach 2.58 billion yuan in 2024, with an expected compound annual growth rate of 12.3% from 2025 to 2030, potentially exceeding 5 billion yuan by 2030 [11][12] - The report emphasizes the low domestic production rate of electronic specialty gases, which poses challenges to the supply chain security of high-end industries such as integrated circuits [12][20] Group 2 - The chemical new materials sector on the North Exchange experienced a weekly increase of 6.66%, with all sub-sectors showing positive growth [3][30][31] - Key stocks in the chemical new materials sector saw significant weekly gains, including Tianli Composite (+35.97%), Huitong New Materials (+23.77%), and Jinhua New Materials (+20.25%) [3][37] - The report notes that the North Exchange 50 index closed at 1524.26 points, reflecting a weekly increase of 5.82% [30][33] Group 3 - Jinhua New Materials has successfully delivered cleaning agent products to end-chip customers and has developed electronic-grade hydroxylamine aqueous solution, which has been validated by several chip manufacturers [4][71] - The company has signed a framework procurement agreement for photolithography monomers, with production progressing as planned [4][71] - The report mentions that the production base of Bingyang Technology has gradually resumed operations after a safety incident [4][74] Group 4 - The report outlines the application fields of electronic specialty gases, including semiconductors, display panels, and photovoltaic cells, with semiconductors being the largest market segment [14][18] - The electronic specialty gas market in China is expected to grow steadily, with a projected market size of 24.9 billion yuan in 2023 and 26.25 billion yuan in 2024 [16][23] - Despite improvements in domestic production rates, the industry still faces structural challenges, particularly in high-end gas categories that remain heavily reliant on imports [20][21]

（文章来源：证券日报） 证券日报网讯 1月9日，锦华新材发布公告称，公司2026年第一次临时股东会审议通过《关于变更注册 资本和修订的议案》等多项议案。 ...

（一）会议召开情况 1.会议召开时间：2026 年 1 月 8 日 证券代码：920015 证券简称：锦华新材 公告编号：2026-002 2.会议召开地点：公司会议室 浙江锦华新材料股份有限公司 3.会议召开方式：现场投票和网络投票相结合方式 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、会议召开和出席情况 4.会议召集人：董事会 5.会议主持人：雷俊 6.召开情况合法合规的说明： 本次股东会的召集、召开符合《中华人民共和国公司法》等有关法律、行 政法规及《浙江锦华新材料股份有限公司章程》的规定。 （二）会议出席情况 出席和授权出席本次股东会的股东共 13 人，持有表决权的股份总数 97,191,139 股，占公司有表决权股份总数的 71.6925%。 其中通过网络投票参与本次股东会的股东共 9 人，持有表决权的股份总数 2,687,393 股，占公司有表决权股份总数的 1.9823%。 （三）公司董事、高级管理人员出席或列席股东会情况 1. 公司在任董事 ...

上海市锦天城律师事务所 关于浙江锦华新材料股份有限公司 2026 年第一次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 关于浙江锦华新材料股份有限公司 2026 年第一次临时股东会的 法律意见书 致：浙江锦华新材料股份有限公司 浙江锦华新材料股份有限公司（以下简称"公司"）2026 年第一次临时股 东会于 2026 年 1 月 8 日（星期四）14 点 00 分在浙江省衢州市高新技术园区中 俄科技合作园 A-25-5 号公司会议室如期召开。上海市锦天城律师事务所（以下 简称"本所"）经公司聘请委派邓颖律师、程雨露律师（以下简称"本所律师"） 列席，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公 司股东会规则》（以下简称"《股东会规则》"）等法律法规、其他规范性文件 以及《浙江锦华新材料股份有限公司章程》（以下简称"《公司章程》"）、《浙 江锦华新材料股份有限公司股东会议事规则》（以下简称"《议事规则》"）的 规定，就本次股东会的召集 ...

Core Insights - On January 8, 2023, brokerage firms provided target prices for listed companies, with notable increases for GCL-Poly Energy, Haiguang Information, and China Pacific Insurance, showing target price increases of 49.60%, 40.27%, and 29.61% respectively, across the photovoltaic equipment, semiconductor, and insurance industries [1][2]. Group 1: Target Price Increases - GCL-Poly Energy (688390) received a target price of 111.00 yuan, reflecting a 49.60% increase from the latest closing price [2]. - Haiguang Information (688041) has a target price of 339.00 yuan, indicating a 40.27% increase [2]. - China Pacific Insurance (601601) has a target price of 60.85 yuan, showing a 29.61% increase [2]. Group 2: Brokerage Recommendations - On January 8, 30 listed companies received brokerage recommendations, with Jinggong Steel Structure, Helen Zhe, and China Chemical each receiving one recommendation [2]. - One company, Allwinner Technology (300458), had its rating upgraded from "Hold" to "Buy" by Zhongyou Securities [3]. Group 3: Rating Downgrades - Two companies experienced rating downgrades: Haixia Co. (002320) was downgraded from "Buy" to "Hold" by Tianfeng Securities, and Sanhua Intelligent Control (002050) was downgraded from "Buy" to "Hold" by Northeast Securities [4]. Group 4: First-Time Coverage - Seven companies received first-time coverage on January 8, including Jieli Rigging (002342) rated "Hold" by Northeast Securities, and Shenchi Electromechanical (603109) rated "Buy" by CITIC Securities [5]. - Other companies receiving first-time ratings include Chenguang Co. (603899) with a "Recommended" rating, and Jinhua New Materials (920015) with a "Hold" rating [5].

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for investment [5][8]. Core Insights - The company, Jinhua New Materials, is positioned as a leading player in the fine chemical sector, focusing on oxime series products, with significant growth potential in the semiconductor market through its hydroxylamine solution [5][11]. - The company has established a robust production chain for oxime-based products, including silane crosslinking agents and hydroxylamine salts, which are expected to drive revenue growth [7][11]. - The report highlights the company's strong financial performance, with projected revenues and net profits showing significant growth from 2023 to 2027 [6][8]. Summary by Sections 1. Company Overview - Jinhua New Materials has been dedicated to the research, production, and sales of oxime series fine chemicals since its establishment in 2007, achieving a compound annual growth rate (CAGR) of 28% in revenue from 2018 to 2024 [16][22]. - The company has received multiple accolades, including recognition as a national-level specialized and innovative "little giant" enterprise [16]. 2. Business Operations - The company focuses on silane crosslinking agents and hydroxylamine salts, which are expected to see steady sales growth due to increasing market demand [22][29]. - The production capacity for silane crosslinking agents is projected to reach 58,300 tons per year by 2024, with a market share of 38.16% in China [7][11]. 3. Financial Analysis - The company anticipates revenues of approximately 1.24 billion RMB and a net profit exceeding 210 million RMB in 2024, reflecting a strong financial outlook [6][8]. - The report forecasts a net profit of 357 million RMB by 2027, with a corresponding price-to-earnings (P/E) ratio decreasing from 39 in 2025 to 22 in 2027 [6][8]. 4. Market Potential - The hydroxylamine solution is identified as a key product for entering the semiconductor chemicals market, with a projected global market growth from 206 million USD in 2023 to 378 million USD by 2030 [7][11]. - The company is also expanding its production capabilities for high-end coupling agents, which are expected to enhance its market position in functional silanes [7][11]. 5. Competitive Landscape - The company has established strong partnerships with major clients, including Bayer and Brenntag, which enhances its market competitiveness [46][47]. - The report notes that the company has overcome technical barriers in the hydroxylamine solution production, positioning it well against competitors like BASF [7][11].