证券代码：600237 证券简称：铜峰电子 公告编号：2025-048 | 剩余被质押股份数量（万股） | 2,293 | | --- | --- | | 剩余被质押股份数量占其所持股份比例(%) | 15.49 | | 剩余被质押股份数量占公司总股本比例(%) | 3.64 | 安徽铜峰电子股份有限公司 关于控股股东部分股份解质及再质押的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 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法律责任。 重要内容提示： 安徽铜峰电子股份有限公司（以下简称"公司"）控股股东铜陵中旭产 业投资有限公司（以下简称"中旭产投"）目前持有公司148,012,357股,占公司 总股本的23.47%。中旭产投本次解除质押7,070,000股、延期购回22,930,000股， 并再质押20,070,000股后，累计质押股份数为43,000,000 股，占其持有公司股 份总数的29.05%，占公司总股本的6.82%。 公司于近日获悉控股股东中旭产投将所持公司的部分股份办理了解除质押、 质押延期购回及再质押登记手续，具体情况如下： 一、上市公司股份 ...

每经头条（nbdtoutiao）——海南封关首日直击：为中国探路，全球最大自贸港如何重塑开放边界？ （记者 曾健辉） 2025年1至6月份，铜峰电子的营业收入构成为：电子元件制造业占比97.7%，其他业务占比2.3%。 截至发稿，铜峰电子市值为56亿元。 每经AI快讯，铜峰电子（SH 600237，收盘价：8.93元）12月19日晚间发布公告称，截至本公告日，中 旭产投累计质押股数为4300万股，占其所持股份比例为29.05%。 ...

铜峰电子公告，控股股东铜陵中旭产业投资有限公司解除质押707万股、延期购回2293万股，并再质押 2007万股后，累计质押股份数为4300万股，占其持有公司股份总数的29.05%，占公司总股本的6.82%。 ...

Market Performance - The main board saw significant gains with notable stocks such as Copper Peak Electronics (+10.04%), Xilong Science (+10.00%), and Dongfang Communication (+9.98%) leading the charge [1] - The ChiNext board experienced a surge, highlighted by Guoci Materials (+20.02%) and LianTe Technology (+15.87%) [1] - The Sci-Tech Innovation board also performed well, with Jingfeng Mingyuan (+20.00%) and Yandong Micro (+16.84%) among the top gainers [1] - Active sub-industries included SW Electronic Chemicals III (+4.36%) and SW Semiconductor Equipment (+3.55%) [1] Domestic News - Taiwan's Industrial Technology Research Institute announced the development of the region's first full-color high-resolution Micro LED AI smart glasses, featuring a 0.49-inch display with 1920x1080 FULL HD resolution and over 3000 nits brightness [1] - Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to establish China's first space computing joint laboratory, focusing on autonomous space computing chip development and related technologies [1] - Goer Group and Haier Group signed a strategic cooperation agreement to collaborate on smart home, health, and digital economy sectors, leveraging Goer's expertise in precision components and smart manufacturing [1] - According to BCI's report, Huawei's smartphone market share is projected to reach 27.81% by the 48th week of 2025, significantly ahead of Apple's 17.12% [1] Company Announcements - Electric Science and Technology Network announced a significant decrease in expected daily related transactions for 2026, with actual transactions for 2025 being 283.25 million yuan compared to an expected 1.17385 billion yuan [3] - Chip Origin announced progress in acquiring Zhudian Semiconductor, with a capital increase of 350 million yuan for the acquisition [3] - Yunding Technology projected daily related transactions for 2026 to be approximately 1.355 billion yuan, with actual transactions expected to be around 1.484 billion yuan [3] - Aisino Security reported receiving a government subsidy of 1 million yuan, classified as a revenue-related government grant [3] International News - Dell plans to increase prices for its commercial product line by approximately 10%-30% starting December 17, depending on computer configuration [1] - STMicroelectronics secured a new credit line of 1 billion euros from the European Investment Bank, with 60% allocated for enhancing manufacturing capabilities [1] - SK Hynix ordered seven sets of thermal compression bonding machines from ASMPT for HBM4 production, a critical technology for ensuring product yield and performance [1] - Kioxia plans to start producing next-generation NAND flash memory chips in Iwate Prefecture in 2026, increasing storage capacity by 59% and data transfer speed by 33% [1]

Core Viewpoint - The capacitor base film market is experiencing growth driven by increasing demand from the electric vehicle and renewable energy sectors, with significant market size projections for 2024 and 2025 in both global and Chinese contexts [1][5][7]. Market Size and Projections - The global capacitor base film market is projected to reach 7 billion yuan in 2024, with specific contributions from the electric vehicle sector (2 billion yuan), renewable energy systems (1.6 billion yuan), and industrial equipment and home appliances (3.4 billion yuan) [1][5]. - By 2025, the global market size is expected to grow to approximately 8.1 billion yuan, with the electric vehicle sector contributing around 2.5 billion yuan, renewable energy systems about 2.1 billion yuan, and industrial equipment and home appliances around 3.5 billion yuan [1][5]. - In China, the capacitor base film market is anticipated to reach 4 billion yuan in 2024, with the electric vehicle and renewable energy sectors each contributing 1.4 billion yuan, and industrial equipment and home appliances contributing 1.2 billion yuan [7]. - The Chinese market is projected to grow to approximately 4.6 billion yuan by 2025, with similar contributions from the electric vehicle and renewable energy sectors [7]. Industry Definition and Role - Capacitor base film is a high-stability electronic material made from biaxially oriented polypropylene, characterized by high insulation, uniform thickness, and low dielectric loss [2][5]. - It serves as the core dielectric material in film capacitors, playing a crucial role in energy storage and maintaining stable insulation under high voltage conditions [2][5]. Industry Development Environment - The capacitor base film industry is supported by various government policies aimed at promoting the development of electronic components, renewable energy, and information industries [11]. Competitive Landscape - The international market for film capacitor base film is dominated by manufacturers from Japan and Europe, with companies like Toray, Wacker Chemie, and Mitsubishi leading in technology and market share [14]. - In China, the market has developed a stable competitive landscape with key players including Tongfeng Electronics, Dazhong Southeast, Longchen Technology, and Haiwei Electronics, among others [14][15]. Industry Trends - The capacitor base film industry is facing opportunities from rapid growth in sectors like renewable energy and AI, but also challenges such as high technical barriers and intensified competition in medium-thick films [4]. - The demand for thinner, higher voltage, and higher temperature-resistant capacitor base films is increasing due to the evolving requirements of downstream applications, particularly in electric vehicles and renewable energy systems [17][19].

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.31亿元，其中，买入成交额为1.34亿 元，卖出成交额为9754.91万元，合计净买入3617.75万元。 铜峰电子(600237)今日涨停，全天换手率14.24%，成交额7.61亿元，振幅11.68%。龙虎榜数据显示，营 业部席位合计净买入3617.75万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.62%上榜，营业部席位合计净买入3617.75万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.62%上榜，营业部席位合计净买入3617.75万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.31亿元，其中，买入成交额为1.34亿 元，卖出成交额为9754.91万元，合计净买入3617.75万元。 具体来看，今日上榜营业部中，第一大买入营业部为东亚前海证券有限责任公司苏州分公司，买入金额 为4479.64万元，第一大卖出营业部为瑞银证券有限责任公司上海花园石桥路证券营业部，卖出金额为 2441.96万元。 具体来看，今日上榜营业部中，第一大买入营业部为东亚前海证券有限责任公司苏州分公司，买入金额 为4479.64万元，第 ...

Market Overview - The component sector increased by 0.59% on December 12, with Tongfeng Electronics leading the gains [1] - The Shanghai Composite Index closed at 3889.35, up 0.41%, while the Shenzhen Component Index closed at 13258.33, up 0.84% [1] Top Gainers in the Component Sector - Tongfeng Electronics (600237) closed at 66.8, up 10.04%, with a trading volume of 885,500 shares and a transaction value of 761 million [1] - Tianjin Pulin (002134) closed at 23.91, up 8.29%, with a trading volume of 253,400 shares [1] - Dongshan Precision (002384) closed at 84.86, up 7.75%, with a trading volume of 1,456,300 shares and a transaction value of 12.144 billion [1] - Other notable gainers include Gaohua Technology (688539) up 5.51% and Shiyun Circuit (603920) up 4.55% [1] Top Losers in the Component Sector - ChaoSheng Electronics (000823) closed at 13.94, down 10.01%, with a trading volume of 578,800 shares and a transaction value of 811 million [2] - Junya Technology (603386) closed at 16.45, down 7.58%, with a trading volume of 537,900 shares [2] - ST Huilun (300460) closed at 8.44, down 6.84%, with a trading volume of 493,400 shares [2] Capital Flow Analysis - The component sector saw a net inflow of 208 million from institutional investors, while retail investors contributed a net inflow of 743 million [2] - Speculative funds experienced a net outflow of 951 million [2] Individual Stock Capital Flow - Dongshan Precision (002384) had a net inflow of 1.107 billion from institutional investors, while it faced a net outflow of 563 million from speculative funds [3] - Tongfeng Electronics (600237) saw a net inflow of 219 million from institutional investors but a significant net outflow of 102 million from speculative funds [3] - Zhongjing Electronics (002579) had a net inflow of 88.7112 million from institutional investors, with a net outflow of 10.4 million from retail investors [3]

Core Insights - The domestic market for high-end quartz crystal resonators is experiencing strong demand, prompting local manufacturers to expand production capacity and increase R&D investment to enhance their supply capabilities in the high-end market [1][10] - The quartz crystal resonator industry in China has grown from 5.496 billion yuan in 2015 to 8.288 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.67% [1][10] - Emerging applications in 5G communication, wearable electronics, automotive electronics, and the Internet of Things (IoT) are driving significant market opportunities for the quartz crystal resonator industry [1][10] Industry Overview - Quartz crystal components, known as crystal oscillators, are frequency control devices made from quartz crystals utilizing the piezoelectric effect [2][4] - The industry is categorized into quartz crystal resonators and oscillators, with further classifications based on frequency and packaging methods [2][4] Industry Policies - The Chinese government has increased policy support for the quartz crystal resonator industry, promoting new electronic components and smart manufacturing [7] - Key policies include the inclusion of new electronic components in the encouraged category of the 2024 Industrial Structure Adjustment Guidance Catalog and the 2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry [7] Industry Chain - The quartz crystal resonator industry chain consists of upstream raw materials (quartz sand, packaging materials), midstream manufacturing, and downstream applications (communication devices, consumer electronics) [6][8] Current Industry Development - Since 2018, Japanese companies have reduced capital expenditures, creating opportunities for Chinese manufacturers to expand in the quartz crystal resonator market [10] - From 2015 to 2024, China's production of quartz crystal resonators increased from 11.94 billion units to 23.298 billion units, with a CAGR of 7.71% [10] Competitive Landscape - The industry features a tiered competitive structure, with international giants leading the high-end market and domestic companies like Unisoc, Dongjing Electronics, and others gaining ground in mid to high-end segments [10][11] - Domestic companies are increasing R&D investments to enhance product consistency and reliability, narrowing the gap with international competitors [10] Development Trends - The industry is moving towards miniaturization, high frequency, low phase noise, and low aging rates to meet the demands of advanced applications [13][14][17] - Manufacturers are focusing on advanced packaging technologies and optimizing design processes to achieve these goals [13][14][17]

Core Points - Anhui Tongfeng Electronics Co., Ltd.'s wholly-owned subsidiary, Tongai Electronics, has been re-certified as a high-tech enterprise, allowing it to continue benefiting from tax incentives for three years [1][2][3] Group 1 - The announcement confirms that Tongai Electronics is included in the second batch of high-tech enterprises recognized by the Anhui Provincial Certification Authority for 2025, with a certificate number GR202534003976, issued on October 28, 2025 [1] - The re-certification follows the expiration of the previous high-tech enterprise certificate, ensuring continued eligibility for a reduced corporate income tax rate of 15% [1]

Focus 1: Jianlong Micro-Nano (688357) - The company has terminated the planning of a major asset restructuring, which was intended to acquire at least 51% of Shanghai Hanxing Energy Technology Co., Ltd. through cash payment for equity [1] Focus 2: Industrial Fulian - The company has adjusted the maximum repurchase price for its shares from 19.36 yuan per share to 75.00 yuan per share, reflecting confidence in its future development and market conditions [2] Focus 3: *ST Dongtong - The company received a prior notice from the Shenzhen Stock Exchange regarding the proposed termination of its stock listing [3] Focus 4: Fundraising & Restructuring - Aolaide plans to raise up to 299.71 million yuan through a simplified procedure for issuing shares to specific targets, with proceeds allocated for OLED display core material production and working capital [4] - Maigemi has received approval from the Shenzhen Stock Exchange for its application to issue shares to specific targets, meeting all necessary conditions [4] - Su Yan Jingshen has also received approval for its share issuance application, pending final registration with the China Securities Regulatory Commission [4] Focus 5: Important Matters - Baiao Chemical's major shareholders are transferring a total of 10% of the company's shares to Liu Hongjun, resulting in him holding 10% of the total share capital post-transfer [5][6] - Zhejiang Pharmaceutical is planning to spin off its subsidiary for a listing on the Hong Kong Stock Exchange, which will not affect its control over the subsidiary [6] - Huafeng Aluminum is acquiring 100% of Shanghai Huafeng Puen Polyurethane Co., Ltd. for 100.06 million yuan, which will enhance its operational efficiency and market competitiveness [7] Focus 6: New Investments - Fuda Co. is establishing a wholly-owned subsidiary with an investment of 30 million yuan to enhance its forging business and related manufacturing capabilities [8] - Jianghai Co. is forming a joint venture to establish an innovation research institute with a registered capital of 50 million yuan, focusing on strategic technology research [9][10] Focus 7: Capital Market Activities - Zhongshan Bank has issued 60 billion yuan of subordinated debt with a fixed interest rate of 2.16% for a term of 10 years [17] - China Iron and Steel Group plans to increase its stake in China Iron and Steel Co. by investing between 65 million and 130 million yuan over the next six months [18]