Group 1 - The core viewpoint of the article is that Tiantong Co., Ltd. (600330) is conducting technical validation of piezoelectric crystal materials for use in AR glasses, which shows significant technological advantages [1] - The application of piezoelectric crystal materials aims to address industry technical pain points, particularly the issue of rainbow patterns [1]

证券日报网1月8日讯 ，天通股份在接受调研者提问时表示，Bonding+SmartCut（离子注入法）是通过 高能离子轰击实现精准掺杂，主要工艺步骤涉及衬底埋氧层制备、离子注入、晶圆键合、退火分离、 CMP抛光等。该工艺路线优点在于均匀性较好，缺点则是由于异质材料的热膨胀系数不同，退火过程 中晶格损伤风险较高。Bonding+Grinding（直接键合法）则是通过分子间力实现晶圆无胶结合，主要工 艺步骤涉及Ar离子轰击、晶圆键合、研磨、化学机械抛光、离子束修复等。该工艺路线优点在于无热 应力晶格损伤的风险，但工艺难度相对较高，且均匀性一般。两种工艺公司根据不同的客户和产品需求 采用不同的技术方案。 （文章来源：证券日报） ...

Core Viewpoint - Tiantong Co., Ltd. (600330) is on a path to dominate international standards in piezoelectric crystal materials by 2025, having started its journey in 2016 with the development of its own production line in collaboration with Tsinghua University [1] Group 1: Development Timeline - In 2016, the company entered the piezoelectric materials sector, leveraging its sapphire crystal technology and partnering with Tsinghua University to establish a self-owned production line [1] - By 2023, the subsidiary Tiantong Kai achieved mass production of 6-inch lithium niobate wafers to meet the demand for high-speed optical modules [1] - In 2024, the company plans to conquer the 8-inch iron-doped tantalum crystal technology, filling a domestic gap and increasing the yield of single wafer chips [1] - By 2025, the company aims to lead the revision of the international standard for "Single Crystal Wafers for Surface Acoustic Wave Devices" and gain global recognition for its technological position [1]

Core Viewpoint - The electronic chemicals sector experienced a slight decline of 0.08% on January 8, with significant movements in individual stocks, particularly a notable drop in Siquan New Materials [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1]. - The electronic chemicals sector saw a net outflow of 3.22 billion yuan from major funds, while retail investors contributed a net inflow of 2.35 billion yuan [2][3]. Group 2: Individual Stock Movements - Jin Hong Gas (688106) led the gains with a closing price of 24.20, up 11.11%, and a trading volume of 587,600 shares, amounting to 1.479 billion yuan [1]. - Siquan New Materials (301489) experienced the largest decline, closing at 182.64, down 7.05%, with a trading volume of 62,400 shares [2]. - Other notable gainers included Guanggang Gas (688548) with a 4.86% increase and a closing price of 19.00, and Tiantong Co. (600330) with a 4.26% increase, closing at 14.19 [1][2]. Group 3: Fund Flow Analysis - Major funds showed a net inflow in stocks like Jin Hong Gas and Hua Te Gas, while significant outflows were observed in stocks like Jianghua Micro (603078) and Laier Technology (688683) [3]. - Retail investors showed a preference for stocks like Jin Hong Gas and Hua Te Gas, contributing positively to their net inflow [3].

Group 1 - Tian Tong Co., Ltd. experienced a stock price increase of 5.22% on January 8, reaching 14.32 CNY per share, with a trading volume of 2.121 billion CNY and a turnover rate of 12.32%, resulting in a total market capitalization of 17.663 billion CNY [1] - The company, established on February 10, 1999, and listed on January 18, 2001, is located in Haining Economic Development Zone, Zhejiang Province. Its main business involves the research, manufacturing, and sales of electronic materials (including magnetic materials, sapphire, and piezoelectric crystals) and high-end equipment (including specialized equipment for crystal materials, powder materials, and semiconductor displays) [1] - The revenue composition of Tian Tong Co., Ltd. is as follows: 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and other sources [1] Group 2 - Among the top ten circulating shareholders of Tian Tong Co., Ltd., one fund under Huaxia Fund holds a position. The Huaxia CSI 1000 ETF (159845) reduced its holdings by 14,500 shares in the third quarter, now holding 6.7039 million shares, which accounts for 0.54% of the circulating shares [2] - The Huaxia CSI 1000 ETF (159845) was established on March 18, 2021, with a current scale of 45.469 billion CNY. Year-to-date returns are 4.11%, ranking 2066 out of 5493 in its category; over the past year, returns are 40.64%, ranking 1777 out of 4197; and since inception, returns are 35.19% [2]

Group 1 - The core point of the article is that YN Technology announced that as of the disclosure date, its shareholder Tiantong High-tech Group holds approximately 21.5 million shares, accounting for 13.76% of the total share capital [1] - After the completion of the pledge, Tiantong High-tech has pledged a total of 10.48 million shares, which represents 48.74% of its total holdings and 6.71% of the total share capital [1] Group 2 - The article also highlights that the Shanghai Composite Index has stabilized at a key position for the first time in ten years, with Goldman Sachs recommending an overweight position in Chinese stocks [1] - Factors such as the appreciation of the Renminbi are accelerating the return of cross-border capital, according to brokerage analysts [1]

Core Viewpoint - The third-generation semiconductor sector has shown a positive performance, with a 2.10% increase, ranking it 10th among concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Sector Performance - The third-generation semiconductor concept saw 106 stocks rise, with notable performers including Guankang Technology, which hit a 20% limit up, and other companies like Zhongci Electronics and Youa Shares also reaching their limit up [1]. - The sector's performance was contrasted by declines in stocks such as Dongwei Semiconductor, Heertai, and Duofluor, which fell by 8.92%, 4.69%, and 4.01% respectively [1]. Group 2: Capital Inflow - The third-generation semiconductor sector experienced a net capital inflow of 1.156 billion yuan, with 72 stocks receiving net inflows, and 17 stocks attracting over 100 million yuan in net inflows [2]. - The leading stock in terms of net capital inflow was Beifang Huachuang, which saw an inflow of 1.385 billion yuan, followed by Tiantong Co. and Huagong Technology with inflows of 362 million yuan and 361 million yuan respectively [2]. Group 3: Stock Performance and Turnover - Stocks with the highest net inflow ratios included Youa Shares at 26.76%, Zhongci Electronics at 17.65%, and Beifang Huachuang at 15.28% [3]. - The top performers in the third-generation semiconductor sector based on daily turnover and net inflow included Beifang Huachuang, Tiantong Co., and Huagong Technology, with turnover rates of 2.44%, 18.10%, and 8.87% respectively [3][4].

Group 1 - The core viewpoint of the news is that Tiantong Co., Ltd. experienced a stock price increase of 5.38%, reaching 13.32 CNY per share, with a trading volume of 1.682 billion CNY and a turnover rate of 10.46%, resulting in a total market capitalization of 16.429 billion CNY [1] - Tiantong Co., Ltd. is located in Haining Economic Development Zone, Zhejiang Province, and was established on February 10, 1999, with its listing date on January 18, 2001. The company specializes in the research, manufacturing, and sales of electronic materials, including magnetic materials, sapphire, and piezoelectric crystals, as well as high-end equipment [1] - The main business revenue composition of Tiantong Co., Ltd. includes 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and others [1] Group 2 - From the perspective of Tiantong Co., Ltd.'s top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) reduced its holdings by 113,700 shares in the third quarter, holding a total of 11.2785 million shares, which accounts for 0.91% of the circulating shares. The estimated floating profit today is approximately 7.6694 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 3.56%, ranking 2808 out of 5488 in its category; the one-year return is 42.19%, ranking 1726 out of 4192; and the return since inception is 18.43% [2]

天通控股股份有限公司 2026 年第一次临时股东会 会 议 资 料 2026 年 1 月 15 日 天通控股股份有限公司 2026 年第一次临时股东会会议议程 现场会议时间：2026 年 1 月 15 日（星期四）上午 10：00 网络投票时间：2026 年 1 月 15 日（星期四）。采用上海证券交易所网络投 票系统，通过交易系统投票平台的投票时间为 9:15-9:25，9:30-11:30，13:00- 15:00；通过互联网投票平台的投票时间为 9:15-15:00。 会议地点：浙江省海宁市经济开发区双联路 129 号公司会议室 主持人：董事长郑晓彬先生 会议议程： 一、宣布现场到会股东和股东委托代理人及代表股份数 二、宣布本次股东会会议议程 三、审议会议议案 1、关于变更部分募投项目实施方式和实施期限并重新论证的议案 上述议案 4 为特别决议议案；议案 1、2、3 为对中小投资者单独计票的议 案，即对持股 5%以下（不含持股 5%）的中小投资者表决进行单独计票。公司将 根据计票结果进行公开披露。 四、股东代表发言及解答问题（每位股东发言不超过 3 分钟） 五、进行现场投票表决 1）指定唱票人、计票人、 ...

天通控股股份有限公司 2026 年第一次临时股东会 会 议 资 料 2026 年 1 月 15 日 天通控股股份有限公司 2026 年第一次临时股东会会议议程 现场会议时间：2026 年 1 月 15 日（星期四）上午 10：00 网络投票时间：2026 年 1 月 15 日（星期四）。采用上海证券交易所网络投 票系统，通过交易系统投票平台的投票时间为 9:15-9:25，9:30-11:30， 13:00-15:00；通过互联网投票平台的投票时间为 9:15-15:00。 会议地点：浙江省海宁市经济开发区双联路 129 号公司会议室 主持人：董事长郑晓彬先生 会议议程： 一、宣布现场到会股东和股东委托代理人及代表股份数 二、宣布本次股东会会议议程 3、关于 2026 年度对外担保额度预计的议案 4、关于修订《公司章程》的议案 5、关于修订《董事、高级管理人员薪酬管理制度》的议案 上述议案 4 为特别决议议案；议案 1、2、3 为对中小投资者单独计票的议案， 即对持股 5%以下（不含持股 5%）的中小投资者表决进行单独计票。公司将根据 计票结果进行公开披露。 四、股东代表发言及解答问题（每位股东发言不超过 3 ...