Core Viewpoint - Jianghua Microelectronics has successfully obtained the "Investment Project Filing Certificate" for its "Annual Production of 37,000 Tons of Ultra-Pure Wet Electronic Chemicals Project," marking the official commencement of the project implementation phase [3][4]. Group 1: Project Overview - The project is being developed by Jianghua Microelectronics (Zhenjiang) Electronic Materials Co., Ltd., with a total investment of 288.83 million yuan [4]. - The project aims to expand the existing production capacity of ultra-pure wet electronic chemicals, building upon the first phase of the project [3][4]. Group 2: Project Details - The project will involve technical upgrades and expansions of the existing hydrochloric acid production line, as well as the construction of new production lines for hydrochloric acid, ammonia water, nitric acid, diluents, and NMP [4]. - Upon completion, the project will add an annual production capacity of 37,000 tons of ultra-pure wet electronic chemicals, bringing the total capacity to 70,000 tons per year for ultra-pure wet electronic chemicals and 38,000 tons per year for low-concentration chemicals [4]. Group 3: Timeline and Funding - The construction period is set for 16 months, starting from November 2025 to February 2027 [4]. - The fixed asset investment for the project is 256.79 million yuan, with all funding sourced from self-raised capital [4].

Project Overview - Jiangyin Jianghua Microelectronics Materials Co., Ltd. (referred to as "Jianghua Micro") has approved the investment in a project to produce 37,000 tons of ultra-pure wet electronic chemicals annually during the 18th meeting of its fifth board of directors on August 22, 2025 [2] Project Progress - Jianghua Micro's subsidiary, Jianghua Micro (Zhenjiang) Electronic Materials Co., Ltd., has completed the filing for the "37,000 tons ultra-pure wet electronic chemicals project" with the Jiangsu Provincial Investment Project Filing Certificate [3] - Project details include: - Project name: 37,000 tons ultra-pure wet electronic chemicals project - Project legal entity: Jianghua Micro (Zhenjiang) Electronic Materials Co., Ltd. - Total investment: 288.83 million yuan - Construction nature: Expansion - Planned start date: 2025 - Construction scale: The project will upgrade the existing hydrochloric acid production line and establish new production lines for hydrochloric acid, ammonia water, nitric acid, diluents, and NMP, adding 37,000 tons/year of ultra-pure wet electronic chemicals [3] - The fixed asset investment for the project is 256.79 million yuan, fully self-funded, with a construction period from November 2025 to February 2027, lasting 16 months [3]

Core Viewpoint - Jianghua Microelectronics (603078) announced the completion of the "Annual Production of 37,000 Tons of Ultra-Pure Wet Electronic Chemicals Project" investment project filing in Jiangsu Province, indicating a significant expansion in production capacity and investment in electronic materials [2][3] Group 1: Project Details - The project was approved by the board on August 22 and involves upgrading and expanding the existing hydrochloric acid production line within the original plant [2] - New production lines for hydrochloric acid, ammonia water, nitric acid, diluents, and NMP will be established, adding a total of 37,000 tons/year of ultra-pure wet electronic chemicals, including nitric acid and hydrochloric acid [2] - The total investment for the project is 289 million yuan, with fixed asset investment amounting to 257 million yuan, all funded through self-raised capital [2] Group 2: Equipment and Timeline - The project will involve the purchase of 136 new sets of equipment, including filters, magnetic pumps, and testing equipment, based on existing facilities [2] - The construction period is set from November 2025 to February 2027, lasting 16 months, with the first phase of production capacity ultimately reaching 70,000 tons/year of ultra-pure wet electronic chemicals and 38,000 tons/year of low-concentration chemicals [2] - The project will also cancel the hazardous waste utilization lines for NMP and diluents in phases one and two, and will upgrade the diluent blending production line [2]

Core Viewpoint - Jianghua Microelectronics announced the approval of a project to construct a facility with an annual production capacity of 37,000 tons of ultra-pure wet electronic chemicals, aimed at better meeting customer demands [1] Group 1 - Jianghua Microelectronics held its 18th meeting of the 5th Board of Directors on August 22, 2025, where the investment proposal for the new project was approved [1] - The project will be developed by Jianghua Microelectronics (Zhenjiang) Electronic Materials Co., Ltd., a wholly-owned subsidiary of Jianghua Microelectronics [1] - The company has completed the registration for the investment project with the Jiangsu Provincial Investment Project Filing Certificate [1]

证券代码：603078 证券简称：江化微 公告编号：2025-043 江阴江化微电子材料股份有限公司 关于投资建设"年产3.7万吨超高纯湿电子化学品项目"的进展 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。 3、项目代码：2511-321171-89-02-174507； 4、建设地点：江苏省镇江市镇江经济开发区青龙山路 18 号； 5、项目总投资：28,883 万元； 6、建设性质：扩建； 在原有设备基础上新购置过滤器、磁力泵、检测设备等 136 台（套），建设期自 2025 年 11 月至 2027 年 2 月，为期 16 个月，一期产能最终为 7 万吨/年超高纯湿 电子化学品和 3.8 万吨/年低浓化学品。同时取消一期、二期 NMP 和稀释剂危废 利用产线，并对稀释剂混配产线进行技改。 江阴江化微电子材料股份有限公司（以下简称"江化微"、"公司"）于 2025 年 8 月 22 日召开第五届董事会第十八次会议，审议通过了《关于投资建设"年 产 3.7 万吨超高纯湿电子化学品项目"的议案》。为更好的满足客户需求，公 ...

Core Points - Jianghua Micro announced plans to invest in a project for the annual production of 37,000 tons of ultra-pure wet electronic chemicals by its wholly-owned subsidiary, Zhenjiang Jianghua Micro [1] - The project has completed the filing for investment projects in Jiangsu Province and is set to begin construction in 2025 [1] - The total investment for the project is 288.83 million yuan, and it will involve the expansion of existing facilities [1] Summary by Categories Investment Details - The total investment for the project is 288.83 million yuan [1] - The project aims to expand existing production capacity by adding 37,000 tons per year of ultra-pure wet electronic chemicals [1] Project Timeline - Construction is planned to start in 2025, with a construction period of 16 months [1] - The first phase of production capacity is expected to reach 70,000 tons per year of ultra-pure wet electronic chemicals and 38,000 tons per year of low-concentration chemicals, with completion scheduled from November 2025 to February 2027 [1]

Core Viewpoint - Jianghua Micro's stock price has experienced fluctuations, with a recent decline of 2.02% and a total market value of 6.938 billion yuan, indicating potential investor concerns and market volatility [1]. Financial Performance - For the period from January to September 2025, Jianghua Micro achieved operating revenue of 910 million yuan, representing a year-on-year growth of 10.92%. However, the net profit attributable to shareholders decreased by 8.66% to 78.783 million yuan [2]. - Cumulatively, Jianghua Micro has distributed a total of 177 million yuan in dividends since its A-share listing, with 99.82 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Jianghua Micro was 50,400, a decrease of 2.18% from the previous period. The average number of circulating shares per person increased by 2.23% to 7,650 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest with 3.3345 million shares, marking its entry as a new shareholder. The Guotai Zhongzheng Semiconductor Materials Equipment Theme ETF ranks eighth with 2.4637 million shares, an increase of 1.4057 million shares from the previous period [3]. Stock Performance - Year-to-date, Jianghua Micro's stock price has increased by 8.05%. However, it has seen a decline of 11.81% over the last five trading days, 14.33% over the last twenty days, and 2.44% over the last sixty days [1].

Core Insights - The electronic chemicals sector experienced a decline of 2.36% on October 30, with Jianghua Micro leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Jianghua Micro's stock price fell by 8.51% to 18.60, with a trading volume of 312,300 shares and a transaction value of approximately 59.57 million [2] - Other notable declines included Shanghai Xinyang (-6.50%), Huate Gas (-5.54%), and Jingrui Electric Materials (-4.50%) [2] - Conversely, stocks like Kaihua Materials and Siquan New Materials saw slight increases of 1.00% and 0.80%, respectively [1] Capital Flow - The electronic chemicals sector saw a net outflow of 1.281 billion yuan from major funds, while retail investors contributed a net inflow of 928 million yuan [2] - Major funds showed a negative net flow in several stocks, including Zhongshi Technology and Wanrun Shares, while retail investors had a positive net flow in stocks like Wanrun Shares and Guangxin Materials [3]

Summary of Key Points Core Viewpoint - On October 29, Hangzhou Oxygen Plant Co., Ltd. disclosed an increase in shareholding, while 11 A-share listed companies announced plans for share reductions [1][2]. Group 1: Shareholding Increases - Hangzhou Oxygen Plant received a stake increase from CITIC Financial Assets, raising its holding to 5% [2]. Group 2: Shareholding Reductions - Greenfield Machinery: Shareholder Shao Yutian plans to reduce holdings by no more than 3% [2]. - Jianghua Micro: Shareholder Yin Fuhua intends to reduce holdings by no more than 3% [2]. - Jiuzhou Group: Shareholders plan to collectively reduce holdings by no more than 1.88% [2]. - Guorui Technology: Shareholder Gong Ruiliang plans to reduce holdings by no more than 3% [2]. - Kairun Co., Ltd.: Shareholder Li Zhongren plans to reduce holdings by no more than 1.70% [2]. - Yingjixin: Shareholder plans to transfer 2.9% of company shares through inquiry [2]. - Mindong Electric: Shareholder Provincial Investment Group intends to reduce holdings by no more than 1% [2]. - WuXi AppTec: Shareholders controlled by the actual controller plan to reduce holdings by no more than 2% [2]. - Zhongwei Company: A dedicated repurchase account plans to reduce holdings by no more than 0.33% [2]. - Jinhua Co., Ltd.: Plans to reduce no more than 746.54 million shares that have been repurchased [2]. - Hechuan Technology: Bosch China intends to reduce holdings by no more than 3% [2].

证券代码：603078 证券简称：江化微 公告编号：2025-042 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减持股份计 一、减持主体的基本情况 1 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： 持股 5%以上的股东、董事兼高级管理人员持股的基本情况 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"） 持股 5%以上股东、董事长、总经理殷福华先生持有本公司无限售条件流通股 64,137,281 股，占公司总股本的 16.63%。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 因个人资金需求，公司持股 5%以上股东、董事长、总经理殷福华先生拟于 2025 年 11 月 21 日至 2026 年 2 月 20 日期间通过集中竞价和大宗交易方式减持 所持有的公司股票，减持数量不超过 11,569,117 股，即不超过公司总股本的 3%。 减持价格将根据减持实施时的市场价格确定。若在减持计划实施 ...