来源：资本秘闻 1月12日涨停收盘的江化微（603078），于当日晚间披露了筹划易主的公告。 当日晚间，江化微披露公告称，公司于当日收到了公司控股股东淄博星恒途松通知，其正在筹划重大事 项，该事项可能导致公司控制权发生变更。公司股票于1月13日起开始停牌，预计停牌时间不超过2个交 易日。 交易行情显示，1月12日，江化微涨停收盘，收于涨停价21.42元/股，总市值82.6亿元。 责任编辑：杨红卜 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月12日涨停收盘的江化微（603078），于当日晚间披露了筹划易主的公告。 当日晚间，江化微披露公告称，公司于当日收到了公司控股股东淄博星恒途松通知，其正在筹划重大事 项，该事项可能导致公司控制权发生变更。公司股票于1月13日起开始停牌，预计停牌时间不超过2个交 易日。 交易行情显示，1月12日，江化微涨停收盘，收于涨停价21.42元/股，总市值82.6亿元。 责任编辑：杨红卜 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：资本秘闻 ...

格隆汇1月12日丨江化微(603078.SH)公布，公司于2026年1月12日收到了公司控股股东淄博星恒途松通 知，其正在筹划重大事项，该事项可能导致公司控制权发生变更。鉴于本次交易事项目前尚存在不确定 性，为保证公平信息披露，维护投资者利益，避免造成公司股价异常波动，根据《上海证券交易所股票 上市规则》《上海证券交易所上市公司自律监管指引第4号——停复牌》等有关规定，经公司向上海证 券交易所申请，公司股票于2026年1月13日（星期二）开市起开始停牌，预计停牌时间不超过2个交易 日。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

北京商报讯(记者马换换王蔓蕾)1月12日涨停收盘的江化微（603078），于当日晚间披露了筹划易主的 公告。 1月12日晚间，江化微披露公告称，公司于当日收到了公司控股股东淄博星恒途松通知，其正在筹划重 大事项，该事项可能导致公司控制权发生变更。公司股票于1月13日起开始停牌，预计停牌时间不超过2 个交易日。 交易行情显示，1月12日，江化微涨停收盘，收于涨停价21.42元/股，总市值82.6亿元。 ...

证券代码：603078 证券简称：江化微 公告编号：2026-006 江阴江化微电子材料股份有限公司 关于控股股东筹划公司控制权变更的停牌公告 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。 准。 上述筹划的重大事项尚存在不确定性，敬请广大投资者关注公司后续公告， 并注意投资风险。 特此公告。 江阴江化微电子材料股份有限公司 重要内容提示： 证券停复牌情况：适用 因江阴江化微电子材料股份有限公司（以下简称"公司"）控股股东淄博星恒 途松控股有限公司（以下简称"淄博星恒途松"）正在筹划重大事项，该事项可能 导致公司控制权发生变更，本公司的相关证券停牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603078 | 江化微 | 股 A | 停牌 | 2026/1/13 | | | | 公司于 2026 年 1 月 12 日收到了公司控股股东淄博星恒途松通知 ...

Group 1 - The controlling shareholder, Zibo Xingheng Tusheng, is planning a significant matter that may lead to a change in the company's control [1] - The company has applied to the Shanghai Stock Exchange for a trading suspension of its stock (stock code: 603078) starting from January 13, 2026, with an expected suspension period not exceeding 5 trading days [1] - During the suspension period, the company will fulfill its information disclosure obligations and will announce and apply for resumption of trading once the matter is determined [1]

江化微公告，公司于2026年1月12日收到了公司控股股东淄博星恒途松通知，其正在筹划重大事项，该 事项可能导致公司控制权发生变更。鉴于本次交易事项目前尚存在不确定性，为保证公平信息披露，维 护投资者利益，避免造成公司股价异常波动，公司股票于2026年1月13日开市起开始停牌，预计停牌时 间不超过2个交易日。 ...

从资金流向上来看，当日电子化学品板块主力资金净流出1.43亿元，游资资金净流入8841.02万元，散户 资金净流入5486.88万元。电子化学品板块个股资金流向见下表： 证券之星消息，1月12日电子化学品板块较上一交易日上涨1.46%，江化微领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 603078 | 江化微 | 21.42 | 10.02% | 47.83万 | | 10.02 乙 | | 301319 | 唯特偶 | 59.40 | 7.49% | 8.79万 | | = 5.09亿 | | 300285 | 圖瓷材料 | 36.26 | 7.02% | 84.94万 | | 29.96亿 | | 688548 | 广钢气体 | 19.55 | 4.77% | - 39.90万 | | 7.61亿 | | 688389 | 三平新科 | ...

Core Viewpoint - The global semiconductor industry is expected to strengthen in 2026, driven by AI demand and domestic substitution, with a notable increase in semiconductor equipment and materials [1] Group 1: Semiconductor Equipment and ETF Performance - The semiconductor equipment ETF (561980) opened up 1.15% on January 12, with a net inflow of nearly 100 million yuan over the past two trading days [1] - The index tracked by the semiconductor equipment ETF has risen over 15% this year, outperforming mainstream semiconductor indices [2] - Key stocks such as Zhongwei Company and Cambrian have seen significant gains, with Zhongwei up nearly 4% and Jianghua Micro up over 5% [2] Group 2: Market Trends and Pricing - A significant increase in trading volume in A-shares indicates the start of a spring market, with semiconductor equipment leading the upward trend [4] - NVIDIA's new AI chip architecture, Vera Rubin, showcases a fivefold increase in inference performance compared to the previous generation, indicating a surge in storage demand [5] - Major international storage companies plan to raise server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025 [5] Group 3: Domestic Substitution and Material Demand - The domestic substitution process for semiconductor materials is advancing, with a recent anti-dumping investigation into dichlorodihydrosilane from Japan, a key material for chip manufacturing [5] - The demand for semiconductor materials and electronic chemicals is expected to rise due to the upgrade of storage driven by AI data centers [6] - The global semiconductor materials market is projected to reach approximately $70 billion by 2025, with a year-on-year growth of 6% [6] Group 4: Industry Outlook and Key Players - The trend of "supply security + domestic substitution" for key semiconductor materials is strengthening, driven by AI computing and data center demands [7] - Leading companies with technological accumulation and production capacity in high-end materials are expected to gain market share and profitability amid advanced process promotion and domestic substitution trends [7] - The semiconductor equipment ETF focuses on leading companies in the sector, with over 90% of its holdings in the upper and mid-stream areas of the semiconductor industry, which have the highest technical barriers and value concentration [7]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to experience an upward cycle due to the implementation of "anti-involution" policies in China and the accelerated exit of some European facilities [29] - The report highlights the potential for domestic substitution of semiconductor materials from Japan due to rising geopolitical tensions, which could benefit various companies in the sector [5] - The chromium salt industry is undergoing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with a projected supply-demand gap of 340,900 tons by 2028 [8] Summary by Sections Industry Performance - The chemical industry has shown strong relative performance with a 1-month increase of 10.7%, 3-month increase of 9.6%, and a 12-month increase of 45.1%, outperforming the CSI 300 index [3] Price Trends - Key products such as lithium carbonate and polysilicon have seen significant price increases, supported by policy guidance and industry self-discipline [12] - The price of chromium salts has remained stable, with metal chromium priced at 82,000 CNY/ton as of January 9, 2026 [15] Investment Opportunities - Focus on companies with low-cost expansion capabilities, such as Wanhu Chemical and Hualu Hengsheng, as well as those in sectors with improving market conditions like chromium salts and phosphates [6][9] - High dividend yield opportunities are identified in state-owned enterprises like China Petroleum and China National Chemical [10] Key Company Tracking - Companies such as Dongfang Shenghong and Huabei Yihua are highlighted for their earnings potential, with projected EPS growth for 2026 [30] - The report tracks specific price movements for various chemicals, including a notable increase in the price of ammonium phosphate and a stable price for urea [17][19]

江化微 2026 年第一次临时股东会 会议资料 江阴江化微电子材料股份有限公司 2026 年第一次临时股东会 会议资料 二〇二六年一月二十二日 1 | 会议议程 | | 3 | | --- | --- | --- | | 会议须知 | | 5 | | 议案一、 | 关于 年度为子公司提供担保额度预计的议案 6 2026 | | | 议案二、 | 关于选举第六届董事会非独立董事候选人的议案 | 7 | | 议案三、 | 关于选举第六届董事会独立董事候选人的议案 8 | | 江化微 2026 年第一次临时股东会 会议资料 会议议程 一、会议时间、地点及投票方式 （一）现场会议时间：2026 年 1 月 22 日 13 点 00 分 （二）现场会议地点：江苏省江阴市周庄镇长寿云顾路 581 号江阴江化微电子材料股份有 限公司行政楼四楼会议室 （三）会议召集人：公司董事会 （四）会议主持人：董事长殷福华先生 （五）会议投票方式：现场投票和网络投票相结合 （六）网络投票的系统、起止日期和投票时间：上海证券交易所股东会网络投票系统网络 投票起止时间：自 2026 年 1 月 22 日至 2026 年 1 月 22 日采用 ...