江化微公告称，持股5%以上股东、董事长兼高级管理人员殷福华，因个人资金需求，于2025年11月25 - 27日通过大宗交易方式减持公司股票153.33万股，占公司股份总数的0.40%，持股比例由15.40%降至 15.00%，触及5%刻度。此前其于11月24日已减持475.84万股，占比1.23%。本次减持计划尚未实施完 毕，不会导致控股股东、实际控制人变化，也不影响公司治理结构及持续经营。 ...

Summary of Key Points Core Viewpoint - Jianghuai Microelectronics conducted a block trade of 250,000 shares on November 26, with a transaction value of 4.015 million yuan, representing 3.32% of the total trading volume for the day. The transaction price was 16.06 yuan, reflecting an 8.33% discount compared to the market closing price of 17.52 yuan [1][2]. Group 1 - The block trade involved 250,000 shares of Jianghuai Microelectronics [1]. - The total transaction amount for the block trade was 4.015 million yuan [1]. - The transaction price of 16.06 yuan was 8.33% lower than the market closing price of 17.52 yuan [1]. Group 2 - The block trade accounted for 3.32% of the total trading volume on that day [1]. - The trade was executed through Huatai Securities, with specific details on the buying and selling departments [2].

Core Insights - CMP cleaning solution is a critical material in semiconductor manufacturing, ensuring nanometer-level cleanliness and enhancing chip yield and reliability [1][2] - The global semiconductor wet electronic chemicals market is projected to reach $5.5 billion in 2024 and exceed $6.6 billion by 2028, with China's CMP cleaning solution market expected to grow from approximately 1.3 billion yuan in 2024 to 1.91 billion yuan by 2028 [1][8] CMP Cleaning Solution Industry Overview - CMP cleaning solution is essential for removing impurities from wafer surfaces, directly impacting subsequent processes like lithography and etching [2][4] - The cleaning process accounts for over 30% of the total steps in chip manufacturing, making it the largest single operation [4] Industry Chain of CMP Cleaning Solution in China - The upstream materials include organic solvents, acid/base solutions, surfactants, and chelating agents, with increasing domestic production reducing reliance on imports [4] - Midstream companies like Anji Technology and Jianghua Micro are breaking international monopolies and achieving domestic substitution [4] - The downstream market is driven by strong demand in integrated circuit manufacturing and advanced packaging, creating a positive feedback loop of "demand-research-application" [4] Market Demand and Growth - The integrated circuit manufacturing sector is the largest consumer of CMP cleaning solutions, with significant growth driven by advancements in technology and production capacity [6] - The advanced packaging market is expected to exceed 110 billion yuan by 2025, with a compound annual growth rate of 25.6%, significantly boosting the demand for specialized CMP cleaning solutions [7] Competitive Landscape - The CMP cleaning solution industry in China is characterized by intense competition between international giants and domestic companies [8] - International leaders like Entegris and Fujifilm dominate the high-end market, while domestic firms like Anji Technology are rapidly catching up through technological advancements and market expansion [8][10] Future Development Trends - The industry will focus on technological upgrades, domestic substitution, and green intelligent transformation [12] - There will be a shift towards high-precision, customized formulations to meet the complex cleaning requirements of advanced semiconductor processes [12] - Domestic companies are expected to enhance their supply chain autonomy by developing core raw materials locally, reducing dependency on foreign brands [13] - The trend towards environmentally friendly and intelligent production processes will drive the industry towards high-quality and high-value development [14]

Group 1 - The core point of the news is the reduction of shareholding by the major shareholder and chairman, Yin Fuhua, who sold 4,758,400 shares, representing 1.23% of the total shares, reducing his ownership from 16.63% to 15.40% [1][2] - The shareholding change was executed through a block trade on November 24, 2025, and it does not lead to a change in the controlling shareholder or actual controller of the company [1] - This reduction is part of a previously disclosed plan by Yin Fuhua, which was announced on October 30, 2025, and is still in the process of being implemented [2]

Group 1 - The core point of the announcement is that Yin Fuhua, a major shareholder and chairman of Jiangyin Jianghua Microelectronics Materials Co., Ltd., has reduced his shareholding by 4,758,400 shares, representing 1.23% of the company's total shares, bringing his ownership down from 16.63% to 15.40% [2][3] - The reduction in shareholding was executed through a block trade on November 24, 2025, and is part of a previously disclosed plan [2] - This change in shareholding does not result in a change of the controlling shareholder or actual controller of the company [2] Group 2 - The announcement confirms that there are no associated parties with the information discloser [2] - The reduction plan was initially disclosed on October 30, 2025, and has not yet been fully implemented as of the date of this announcement [2]

江化微11月24日大宗交易平台共发生22笔成交，合计成交量475.84万股，成交金额7532.54万元。成交价 格均为15.83元，相对今日收盘价折价11.17%。从参与大宗交易营业部来看，机构专用席位共出现在6笔 成交的买方或卖方营业部中，合计成交金额为1200.54万元，净买入1200.54万元。 两融数据显示，该股最新融资余额为3.67亿元，近5日减少75.11万元，降幅为0.20%。 据天眼查APP显示，江阴江化微电子材料股份有限公司成立于2001年08月17日，注册资本38563.7248万 人民币。（数据宝） 11月24日江化微大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 36.00 | 569.88 | 15.83 | -11.17 | 国都证券股份有限公司江苏 | 华泰证券股份有限公司 | | | | | | 分公司 | 江阴福泰路证券营业部 | | 3 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on November 24, with a total transaction volume of 1.228 billion yuan, indicating active trading dynamics among various stocks [1]. Group 1: Block Trading Overview - A total of 76 stocks underwent block trading, with the highest transaction amounts recorded for Zhuoyi Information (91.95 million yuan), Ao Jie Technology-U (82.50 million yuan), and Jianghua Micro (75.32 million yuan) [1]. - Among the stocks traded, 11 were sold at par value, none at a premium, and 65 at a discount, highlighting a trend of discounted sales in the market [1]. - The stocks with the highest discount rates included Haitai New Energy (30.18%), Zhongchuang Co. (22.91%), and Juguang Technology (22.54%) [1]. Group 2: Institutional Buying Activity - The top stocks purchased by institutional special seats included Ao Jie Technology-U (60.09 million yuan), Shen Sanda A (47.85 million yuan), and Zhuoyi Information (46.65 million yuan) [2]. - Other notable purchases were made in Chenxin Pharmaceutical (29.98 million yuan), Zhongtian Rocket (26.52 million yuan), and Keli Er (23.66 million yuan) [2]. Group 3: Institutional Selling Activity - The leading stocks sold by institutional special seats were Zijin Mining (11.36 million yuan), Industrial Fulian (10.54 million yuan), and Sunshine Power (9.44 million yuan) [3]. - Additional significant sales included Xin Yisheng (8.94 million yuan) and Wanda Information (7.13 million yuan) [3].

Core Viewpoint - The company announced that its major shareholder, chairman, and senior executive Yin Fuhua reduced his stake in the company by 4.7584 million shares, representing 1.23% of the total shares outstanding, which decreased his ownership from 16.63% to 15.40% [1] Summary by Relevant Sections - **Shareholder Activity** - Yin Fuhua executed a block trade to reduce his holdings, which is part of a previously disclosed reduction plan [1] - The reduction does not violate any commitments and does not trigger mandatory tender offer obligations [1] - **Ownership Structure** - Following the transaction, the ownership percentage of Yin Fuhua is now at 15.40%, which is a significant decrease from the previous 16.63% [1] - The change in shareholding does not lead to any alterations in the controlling shareholder or actual controller of the company [1]

Core Viewpoint - Jianghuai Microelectronics (江化微) announced a significant share reduction by its major shareholder, which may impact investor sentiment and stock performance [1] Shareholder Activity - On November 24, 2025, the chairman and senior executive Yin Fuhua notified the company of a share reduction through block trading, totaling 4.7584 million shares, which represents 1.23% of the company's total shares [1] - Following this transaction, Yin Fuhua's shareholding decreased from 16.63% to 15.40%, crossing the 1% threshold [1]

江阴江化微电子材料股份有限公司 持股 5%以上股东、董事长兼高级管理人员权益变动触 及 1%刻度的提示性公告 持股 5%以上股东、董事长兼高级管理人员殷福华保证向本公司提供的信息真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：603078 证券简称：江化微 公告编号：2025-044 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者及其一致 | ☑其他 5%以上大股东及其一致行动人 | | 行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用于无控股股 | | | 东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 信息披露义务人名称 投资者身份 统一社会信用代码 殷福华 □ 控股股东/实控人 □ 控股股东/实控人的一致 行动人 ☑ 其他直接持股股东 ☑ 不适用 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 16.63% 权益变动后合计比 ...