Industry Overview - The semiconductor materials sector is becoming a core focus in the capital market, with electronic chemicals playing a crucial role in the semiconductor manufacturing process, accounting for 10%-20% of total chip costs but directly influencing chip performance and yield [1] - The Chinese semiconductor market showed significant growth, reaching a scale of $113.5 billion from January to July 2025, representing an 11.1% year-on-year increase, indicating an expansion phase for upstream materials [1][2] - The global semiconductor materials market is projected to reach $70 billion by 2025, with China's key electronic materials market expected to reach 174.08 billion yuan, a 21.1% year-on-year growth [2] Core Logic - The investment value in the electronic chemicals industry is driven by its unique consumable nature and vast domestic substitution potential, ensuring stable demand as long as wafer fabs are in operation [3] - Major companies in the electronic chemicals sector, such as Anji Technology and Shanghai Xinyang, reported significant revenue growth of 43.17% and 35.67% respectively in the first half of 2025, with net profit growth rates of 60.53% and 126.31% [3] - The domestic substitution potential varies across different segments, with the photolithography sector having the largest substitution space due to long-standing foreign monopolies [3][4] Key Company Analysis - Anji Technology (688019) is a leading player in the CMP polishing liquid market, increasing its market share from 5% in 2021 to 8% in 2023, and holding a 30.8% share in the domestic market [5] - Jianghua Micro (603078) specializes in wet electronic chemicals, with a market share of approximately 4.58% and a total revenue starting at 1.03 billion yuan in 2023, indicating significant growth potential [6] - Nanda Optoelectronics (300346) is a pioneer in the photolithography sector, with over 40% market share in MO source supply and ongoing development of ArF photolithography products [7] - Huate Gas (688268) leads the electronic specialty gases market, achieving over 60% market share in domestic photolithography gases and successfully replacing imports with its products [8] - Yake Technology (002409) has a comprehensive layout in semiconductor materials, particularly in advanced precursor materials, enhancing customer stickiness through a complete product line [9][10]

证券之星消息，9月26日电子化学品板块较上一交易日下跌2.42%，思泉新材领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6108889 | 安集科技 | 223.12 | 2.19% | 6.43万 | | 14.49 乙 | | 301319 | 唯特偶 | 47.58 | 1.21% | 10.08万 | 4.84亿 | | | 603078 | 江化微 | 20.86 | 0.92% | 29.33万 | | 6.16亿 | | 301630 | 同宇新材 | 209.16 | 0.70% | 1.57万 | | 3.33亿 | | 300285 | 圖瓷材料 | 22.48 | 0.49% | 24.01万 | | 5.46 Z | | 300481 | 濮阳惠成 | 14.81 | 0.14% | 4.99万 | 7419.00万 | ...

资料显示，江阴江化微电子材料股份有限公司位于江苏省江阴市周庄镇长寿云顾路581号，成立日期 2001年8月17日，上市日期2017年4月10日，公司主营业务涉及超净高纯试剂、光刻胶配套试剂等湿电子 化学品的研发、生产和销售。主营业务收入构成为：超净高纯试剂62.62%，光刻胶配套试剂34.69%， 其他(补充)2.70%。 江化微所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：电子化学品、光刻 胶、OLED、增持回购、专精特新等。 9月26日，江化微盘中上涨2.42%，截至10:44，报21.17元/股，成交2.01亿元，换手率2.51%，总市值 81.64亿元。 资金流向方面，主力资金净流入553.78万元，特大单买入947.90万元，占比4.72%，卖出586.29万元，占 比2.92%；大单买入4342.21万元，占比21.64%，卖出4150.04万元，占比20.68%。 江化微今年以来股价涨27.15%，近5个交易日涨6.97%，近20日涨9.46%，近60日涨16.64%。 分红方面，江化微A股上市后累计派现1.77亿元。近三年，累计派现9982.07万元。 机构持仓方面，截止 ...

证券代码：603078 证券简称：江化微 公告编号：2025-039 江阴江化微电子材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事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： 会议召开时间：2025 年 10 月 16 日（星期四）13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 09 日（星期四）至 10 月 15 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 dmb@jianghuamem.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 江阴江化微电子材料股份有限公司（以下简称"公司"）已于 2025 年 08 月 23 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务 ...

Company Overview - Jianghua Microelectronics Materials Co., Ltd. is located in Jiangyin City, Jiangsu Province, and was established on August 17, 2001. The company was listed on April 10, 2017. Its main business involves the research, production, and sales of ultra-pure reagents and photolithography supporting reagents among other wet electronic chemicals [2]. Stock Performance - As of September 17, Jianghua's stock price increased by 2.12%, reaching 20.27 CNY per share, with a total market capitalization of 7.817 billion CNY. The stock has risen by 21.74% year-to-date, with a 2.89% increase over the last five trading days, 2.68% over the last 20 days, and 11.87% over the last 60 days [1][2]. Financial Performance - For the first half of 2025, Jianghua reported a revenue of 580 million CNY, representing a year-on-year growth of 11.30%. However, the net profit attributable to shareholders decreased by 15.51% to approximately 48.07 million CNY [2]. Revenue Composition - The revenue composition of Jianghua is as follows: ultra-pure reagents account for 62.62%, photolithography supporting reagents for 34.69%, and other products for 2.70% [2]. Shareholder Information - As of June 30, 2025, Jianghua had 51,500 shareholders, a decrease of 20.31% from the previous period. The average number of circulating shares per person increased by 25.48% to 7,483 shares [2]. Dividend Distribution - Since its A-share listing, Jianghua has distributed a total of 177 million CNY in dividends, with 99.82 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF, which holds 1.058 million shares as a new shareholder. Hong Kong Central Clearing Limited has exited the top ten circulating shareholders list [3].

Core Viewpoint - Jianghuai Microelectronics (603078.SH) announced that due to personal funding needs, Mr. Yao Wei, a director and senior executive of the company, plans to reduce his holdings of the company's shares between October 16, 2025, and January 15, 2026, by no more than 47,415 shares, which represents 0.0123% of the company's total share capital [1] Summary by Relevant Categories - **Share Reduction Plan** - Mr. Yao Wei intends to reduce his shareholding through centralized bidding or block trading methods [1] - The maximum number of shares to be reduced is 47,415 [1] - This reduction accounts for 0.0123% of the total share capital of Jianghuai Microelectronics [1]

Group 1 - Jianghua Micro (603078.SH) announced that due to personal funding needs, the company's director and senior executive Mr. Yao Wei plans to reduce his holdings of the company's shares [1] - The reduction will occur between October 16, 2025, and January 15, 2026, through centralized bidding or block trading [1] - The maximum number of shares to be reduced is 47,415 shares, which accounts for 0.0123% of the company's total share capital [1]

Core Viewpoint - Jianghuai Microelectronics (603078.SH) announced that due to personal funding needs, Mr. Yao Wei, a director and senior management personnel, plans to reduce his holdings in the company by up to 47,415 shares, representing 0.0123% of the total share capital, between October 16, 2025, and January 15, 2026 [1] Summary by Relevant Sections - **Share Reduction Plan**: Mr. Yao Wei intends to reduce his shareholding through centralized bidding or block trading, with the selling price determined by market conditions [1] - **Adjustment Clause**: If the company undergoes any capital changes such as dividend distribution or capital increase during the reduction period, the number of shares to be reduced will be adjusted accordingly [1]

证券代码：603078 证券简称：江化微 公告编号：2025-038 江阴江化微电子材料股份有限公司 大股东及董监高持股的基本情况 截至本公告披露日，江阴江化微电子材料股份有限公司（以下简称"公司"） 董事、副总经理姚玮先生持有本公司无限售条件流通股 189,662 股，占公司总股 本的 0.05%。股份来源为公司 IPO 前取得的股份及上市后以资本公积金转增股本 方式取得的股份。 减持计划的主要内容 董事、高级管理人员减持股份计划公告 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： 因个人资金需求，公司董事、高级管理人员姚玮先生拟于 2025 年 10 月 16 日至 2026 年 1 月 15 日期间以集中竞价或大宗交易方式减持所持有公司股份不超 过 47,415 股，占公司总股本比例的 0.0123%，减持价格按市场价格确定。若在减 持计划实施期间公司发生派发红利、转增股本等股本除权、除息事项的，将根据 股本变动对减持数量进行相应调整。 | 股东名称 | 姚玮 | | | | --- | --- ...

Core Viewpoint - The company Jianghua Micro announced that its Vice President Yao Wei plans to reduce his shareholding due to personal financial needs, indicating a potential shift in insider ownership dynamics [1] Summary by Relevant Sections - **Shareholding Details** - Yao Wei currently holds 189,700 shares, representing 0.05% of the company's total share capital [1] - **Reduction Plan** - Yao Wei intends to reduce his holdings by up to 47,415 shares, which accounts for 0.0123% of the total share capital, during the period from October 16, 2025, to January 15, 2026 [1] - **Method of Reduction** - The reduction will be executed through centralized bidding or block trading, with the selling price determined by market conditions [1] - **Source of Shares** - The shares to be sold were acquired prior to the IPO and through capital reserve conversion into share capital [1]