江化微盘中涨停，已连收3个涨停板，截至9:26，该股报28.51元，换手率0.13%，成交量51.66万股，成 交金额1472.88万元，涨停板封单金额为16.21亿元。连续涨停期间，该股累计上涨33.10%，累计换手率 为1.54%。最新A股总市值达109.95亿元。 江化微盘中涨停，已连收3个涨停板，截至9:26，该股报28.51元，换手率0.13%，成交量51.66万股，成 交金额1472.88万元，涨停板封单金额为16.21亿元。连续涨停期间，该股累计上涨33.10%，累计换手率 为1.54%。最新A股总市值达109.95亿元。 证券时报·数据宝统计，两融数据来看，该股最新（1月21日）两融余额为2.75亿元，其中，融资余额 2.75亿元，较前一个交易日增加740.58万元，环比增长2.77%，近3日累计增加1956.86万元，环比增长 7.66%。 证券时报·数据宝统计，两融数据来看，该股最新（1月21日）两融余额为2.75亿元，其中，融资余额 2.75亿元，较前一个交易日增加740.58万元，环比增长2.77%，近3日累计增加1956.86万元，环比增长 7.66%。 龙虎榜数据显示，该股因连续三 ...

江化微(603078)22日再度涨停，创历史新高。截至发稿，该股报28.51元/股，涨停板上封单近28万手。 至此，该股已连续4个交易日涨停。 公司21日晚间公告称，经自查，公司主营业务为超净高纯试剂、光刻胶配套试剂等湿电子化学品的研 发、生产和销售，目前生产经营活动正常，主营业务、生产经营情况以及经营环境未发生重大变化，生 产成本和销售等情况亦未出现大幅波动、内部生产经营秩序正常。 公司控股股东淄博星恒途松2026年1月19日与上海福迅科技有限公司签署了《关于江阴江化微电子材料 股份有限公司附条件生效的股份转让协议》，根据协议约定，淄博星恒途松拟将其持有的公司股票 92,382,329股转让给上海福迅科技，占公司总股本的23.96%。本次股份转让完成后，公司控股股东将由 淄博星恒途松变更为上海福迅科技，实际控制人将由淄博市财政局变更为上海市国有资产监督管理委员 会。截至本报告披露日，该事项正在推进中，能否最终完成实施以及上述事项的完成时间尚存在不确定 性。 （文章来源：证券时报网） ...

两融数据显示，该股最新（1月21日）两融余额为2.75亿元，其中，融资余额为2.75亿元，近10日减少 6213.50万元，环比下降18.42%。 公司发布的三季报数据显示，前三季度公司共实现营业收入9.10亿元，同比增长10.92%，实现净利润 7878.30万元，同比下降8.66%，基本每股收益为0.2043元，加权平均净资产收益率4.10%。（数据宝） 江化微股价创出历史新高，截至9:32，该股上涨9.99%，股价报28.51元，成交量93.98万股，成交金额 2679.30万元，换手率0.24%，该股最新A股总市值达109.95亿元，该股A股流通市值109.95亿元。 证券时报·数据宝统计显示，江化微所属的电子行业，目前整体涨幅为1.59%，行业内，目前股价上涨的 有370只，涨停的有盈方微、金安国纪等4只。股价下跌的有115只，跌幅居前的有晶瑞电材、格林达、 深纺织A等，跌幅分别为5.71%、3.80%、3.59%。 ...

Group 1 - The stock of Jianghua Microelectronics has experienced a continuous limit-up for four consecutive trading days, achieving a total of four limit-ups in four days [1] - On the latest trading day, the stock reached a limit-up at 9:25 AM with a transaction amount of 0.15 billion yuan, a limit order volume of 16.21 billion yuan, and a turnover rate of 0.13% [1] - The controlling shareholder of the company plans to transfer 23.96% of its shares, which will result in a change of the actual controller to the Shanghai State-owned Assets Supervision and Administration Commission [1] Group 2 - The semiconductor sector has seen an increase in overall activity, drawing market attention to related industry chain companies [1]

Core Viewpoint - The capital market is witnessing a strategic adjustment by Zibo State-owned Assets, involving the transfer of controlling stakes in two listed companies, totaling over 3 billion yuan, aimed at optimizing state capital allocation and focusing on core responsibilities [1][9]. Group 1: Equity Transfers - Zibo State-owned Assets is transferring a controlling stake in Dongjie Intelligent for 1.62 billion yuan and all shares in Jianghua Micro for 1.848 billion yuan, with a total transaction amount exceeding 3 billion yuan [1][9]. - Jianghua Micro's controlling shareholder, Zibo Xingheng, will transfer 92.38 million shares (23.96% of total shares) at a price of 20 yuan per share, totaling 1.848 billion yuan [1][2]. - The transfer of Jianghua Micro's shares will change its actual controller from Zibo Municipal Finance Bureau to Shanghai State-owned Assets Supervision and Administration Commission [2]. Group 2: Strategic Intent - The series of transactions is not merely a capital exit but a proactive arrangement to optimize state capital allocation and focus on core business areas [1][9]. - The transfer is expected to introduce new resources to both listed companies, facilitating their development [1][9]. - Jianghua Micro's founder is required to commit to not leaving the company or engaging in competition for five years, ensuring a stable transition [4]. Group 3: Financial Performance - During Zibo State-owned Assets' control, Jianghua Micro experienced revenue growth of 6.73% in 2024, reaching 1.099 billion yuan, but net profit declined by 6.29% to 99 million yuan [5]. - Dongjie Intelligent faced continuous revenue decline, with 2024 revenue at 807 million yuan, down 7.41%, and a net loss of 257 million yuan [8]. - However, in Q1 2025, Dongjie Intelligent reported a revenue increase of 22.65% to 260 million yuan, indicating a potential turnaround [8]. Group 4: Future Outlook - The transactions are seen as a means for Zibo State-owned Assets to realize investment returns while enabling the listed companies to access more suitable resources for overcoming development bottlenecks [9]. - The new controlling shareholders are expected to provide support in technology research and development, as well as market expansion, particularly for Jianghua Micro in the wet electronic chemicals sector and for Dongjie Intelligent in overseas markets [9].

Core Viewpoint - The rapid divestment of two listed companies by the Zibo Municipal Finance Bureau within six months raises questions about the changing investment logic and the pressures faced by local state-owned assets [1][2]. Group 1: Company Transactions - On January 19, Jianghuai Microelectronics (江化微) announced the transfer of 23.96% of its shares for 1.848 billion yuan to Shanghai Fuxun Technology, changing its controlling shareholder from Zibo Municipal Finance Bureau to Shanghai State-owned Assets Supervision and Administration Commission [1]. - In August 2022, Zibo Municipal Finance Bureau transferred control of Dongjie Intelligent (东杰智能) to individual investor Han Yongguang for 1.62 billion yuan [1]. - Zibo Municipal Finance Bureau initially acquired control of Jianghuai Microelectronics and Dongjie Intelligent in 2021 for 1.372 billion yuan and 1.472 billion yuan, respectively, achieving profits of 514 million yuan and 148 million yuan from these investments [1]. Group 2: Investment Strategy and Performance - The Zibo Municipal Finance Bureau's strategy shifted from a focus on controlling listed companies to divesting them due to stricter local debt management and underperformance of the companies [1][19]. - Over four years, Zibo Municipal Finance Bureau realized a total profit of 662 million yuan from the divestments, indicating a successful financial investment despite the lack of significant operational involvement in the companies [7][18]. - The initial goal of integrating local industries with the acquired companies was not met, as the operational management remained with the original teams, limiting the expected synergies [14][21]. Group 3: Market Context and Future Outlook - The divestment aligns with a broader trend among local state-owned enterprises to sell off control of listed companies, especially when the companies do not meet integration expectations [2][19]. - The financial performance of Dongjie Intelligent showed significant losses in 2023 and 2024, prompting the decision to exit at a favorable time [19]. - The management teams of the acquired companies, including Jianghuai Microelectronics, will remain in place post-divestment, ensuring continuity in operations [21].

Core Viewpoint - Jiangyin Jianghua Microelectronics Materials Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days, triggering an abnormal trading situation as per Shanghai Stock Exchange regulations [2][4]. Group 1: Stock Trading Abnormality - The company's stock (code: 603078) saw a price deviation of over 20% on January 20 and 21, 2026, indicating abnormal trading activity [4]. - The company conducted a self-examination and confirmed that there are no undisclosed significant matters apart from publicly disclosed information [2][8]. Group 2: Business Operations and Financial Performance - The company’s main business involves the research, production, and sales of ultra-pure reagents and photolithography supporting reagents, with normal production and operational activities reported [5]. - For the first three quarters of 2025, the company's net profit attributable to shareholders was 78.783 million yuan, representing a decrease of 8.66% compared to the same period last year [3][12]. Group 3: Share Transfer Agreement - On January 19, 2026, the controlling shareholder, Zibo Xingheng Tusheng Holdings Co., Ltd., signed a conditional share transfer agreement to transfer 92,382,329 shares (23.96% of total shares) to Shanghai Fuxun Technology Co., Ltd. [3][7]. - The completion of this share transfer is uncertain, and it will result in a change of the controlling shareholder from Zibo Xingheng Tusheng to Shanghai Fuxun Technology [7]. Group 4: Market Valuation - As of January 20, 2026, the company's price-to-earnings (P/E) ratio was 92.12, significantly higher than the industry average P/E ratio of 30.65, indicating potential overvaluation [3][11].

南财智讯1月21日电，江化微公告，公司股票于2026年1月20日、1月21日连续2个交易日内收盘价格涨幅 偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 经公司自查并向控股股东征询核实，截至本公告披露日，除已公开披露的信息外，不存在应披露而未披 露的重大事项。公司于2025年8月22日审议通过关于2025年度以简易程序向特定对象发行股票的相关议 案，目前正协同相关机构推进工作。此外，公司控股股东淄博星恒途松于2026年1月19日与上海福迅科 技签署股份转让协议，拟转让其持有的公司23.96%股份，本次转让完成后公司控股股东将变更为上海 福迅科技，实际控制人将变更为上海市国有资产监督管理委员会，该事项尚在推进中，存在不确定性。 截至本公告披露日，公司生产经营未发生重大变化。公司2025年前三季度归母净利润7,878.30万元，较 上年同期减少8.66%，提醒投资者注意经营业绩风险。公司所属行业为化学原料和化学制品制造业，截 至2026年1月20日市盈率为92.12倍，明显高于同行业滚动市盈率30.65倍，提醒投资者注意二级市场交易 风险，理性决策，审慎投资。 ...

Core Viewpoint - The semiconductor sector experienced a significant rally on January 21, with multiple companies showing substantial gains in their stock prices [1]. Group 1: Stock Performance - Jianghua Microelectronics (江化微) achieved a stock price of 25.92, with a rise of 10.02% [2] - Yingfang Microelectronics (盈方微) reached a price of 9.35, increasing by 10.00% [2] - Haiguang Information (海光信息) saw its stock rise to 277.50, marking a 9.16% increase [2] - Jiewate (杰华特) recorded a price of 50.41, up by 8.29% [2] - Guoxin Technology (国芯科技) reached 37.38, with a gain of 7.23% [2] - Zhongwei Microelectronics (中微未导) increased to 44.27, reflecting a 7.06% rise [2] - Juchen Co., Ltd. (聚辰股份) saw its stock at 171.72, up by 6.00% [2] - Jingdian Co., Ltd. (景电股份) reached 226.88, with a 5.20% increase [2] - Hualing Co., Ltd. (华岭股份) recorded a price of 24.45, up by 4.89% [2]

证券代码：603078 证券简称：江化微 公告编号：2026-010 江阴江化微电子材料股份有限公司 关于公司股票交易异常波动公告 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。 1、公司于 2025 年 8 月 22 日召开第五届董事会第十八次会议和第五届监 事会第十三次会议，审议通过了《关于公司 2025 年度以简易程序向特定对象发 行股票预案的议案》及其他相关议案，内容详见 2025 年 8 月 23 日在上海证券交 易所网站（www.sse.com.cn）披露的相关公告。截至本报告披露日，公司正在协 同相关机构，综合当前监管政策、资本市场环境等因素推进相关工作。 2、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"） 2026 年 1 月 19 日与上海福迅科技有限公司（以下简称"上海福迅科技"）签署 了《关于江阴江化微电子材料股份有限公司附条件生效的股份转让协议》，根据 协议约定，淄博星恒途松拟将其持有的公司股票 92,382,329 股转让给上海福迅科 技，占公司总股本的 23.96%。截至本报告披露 ...