Group 1 - The core viewpoint of the articles emphasizes the importance of lithography machines in the semiconductor industry, highlighting recent stock price surges of related companies due to government support for technological self-reliance and innovation [1][2] - The State Council's meeting on June 27 stressed the need for enhancing responsibility and urgency in advancing high-level technological self-reliance, focusing on breaking through key core technologies and integrating technological innovation with industrial innovation [1] - Lithography is identified as the most critical and complex process in integrated circuit manufacturing, accounting for approximately one-third of manufacturing costs and 40%-50% of the time spent in the process [2] Group 2 - The lithography machine market is dominated by ASML, Nikon, and Canon, with a growing demand for high-end EUV and DUV lithography machines, while there remains significant demand for i-line lithography machines [2] - There is a vast market potential for domestic breakthroughs in certain categories of lithography machines, which could lead to substantial growth opportunities for companies involved in the lithography supply chain [2] - Companies such as Blue Ying Equipment, Wavelength Optoelectronics, and others have seen significant stock price increases, indicating strong market interest and potential investment opportunities in the lithography equipment sector [1]

Group 1 - Hengbang Co., Ltd. plans to establish a joint venture with Huasheng Development with a registered capital of 10 million yuan, where Hengbang will contribute 8 million yuan (80%) and Huasheng will contribute 2 million yuan (20%) [1] - Hunan Gold's subsidiary Anhua Zhazi Creek Smelting Plant will undergo temporary maintenance starting from the end of June 2025, expected to last no more than 30 days [2] - Defu Technology's subsidiary signed supply agreements for lithium battery copper foil products with two leading global companies, with contract durations of 3 years and 5 years respectively [3] Group 2 - Binjiang Group won the rights to two residential land parcels for a total price of 4.368 billion yuan [5] - Zhong'an Technology announced the resignation of its executive vice president and board secretary due to personal reasons [7] - Changqing Technology's project for special polymer materials and electronic materials has officially commenced production, adding a capacity of 120,500 tons per year [10] Group 3 - Gansu Energy received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 2 billion yuan [10] - Shuoshi Biology obtained a medical device registration certificate for an in vitro diagnostic reagent, valid until June 2030 [12] - Yawen Co., Ltd. plans to issue shares to specific investors, with the application accepted by the Shenzhen Stock Exchange [13] Group 4 - Guoyao Modern's subsidiary received approval for the listing of a raw material drug, which is a selective anticholinergic agent [16] - Inner Mongolia First Machinery's subsidiary signed a railway freight car procurement contract worth 130 million yuan [18] - Xining Special Steel plans to raise up to 1 billion yuan through a private placement to its controlling shareholder [39] Group 5 - Huadong Medicine's subsidiary received approval for a clinical trial of a new injectable drug targeting advanced solid tumors [29] - Warner Pharmaceutical's compound potassium hydrogen phosphate injection passed the consistency evaluation for generic drugs [30] - North Special Technology plans to raise up to 300 million yuan through a private placement for a production base project in Thailand [30] Group 6 - Xiangyang Technology is the first candidate for a 533 million yuan Airbus project [45] - Haishun New Materials intends to acquire 100% of Guangdong Zhengyi Packaging [46] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.73% due to personal financial needs [47]

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。 一、 项目进展情况 江苏常青树新材料科技股份有限公司（以下简称"公司"）首次公开发行股 票募集资金投资项目"特种聚合材料助剂及电子专用材料制造项目"（以下简称 "募投项目"）已于 2024 年 12 月进行了试生产，具体内容详见公司于 2024 年 12 月 7 日在上海证券交易所网站（www.sse.com.cn）披露的《江苏常青树新材 料科技股份有限公司关于特种聚合材料及电子专用材料制造项目试生产的公告》 （公告编号：2024-069）。截至本公告日，募投项目经过前期试生产，已完成对 生产工艺、机器设备的安装调试，相关生产线已于近日正式投产。 二、 对公司的影响 证券代码：603125 证券简称：常青科技 公告编号：2025-044 江苏常青树新材料科技股份有限公司 关于特种聚合材料助剂 及电子专用材料制造项目投产的公告 江苏常青树新材料科技股份有限公司 公司募投项目生产线的建成对公司实现发展战略具有重要意义，是公司坚持 创新、持续投入的成果。募投项目投产后，将新增特种单体及 ...

Group 1 - The core point of the article is that Changqing Technology (603125) has officially launched its fundraising project for the production of special polymer additives and electronic materials [1] - The project adds a total production capacity of 120,500 tons per year for special monomers and dedicated additives [1] - This initiative aims to enhance the company's product matrix, thereby improving its market competitiveness and sustainable development capabilities [1]

Industry Overview - The demand for environmentally friendly and high-performance additives in the coating industry is continuously increasing due to the advancement of environmental policies, leading to the upgrade of additive products [1][12] - The market size of China's coating additives industry is projected to reach 53.959 billion yuan in 2024, with a year-on-year growth of 5.27% [1][12] Industry Development History - The coating additives industry in China has gone through four main stages: the initial stage (early 20th century to 1949), the foundational stage (1950 to 2000), the environmental transformation stage (2001 to 2019), and the high-quality development stage (2020 to present) [4][5] - The environmental transformation stage was marked by the introduction of strict regulations on harmful substances, which drove the demand for water-based additives [4][5] Industry Chain - The upstream of the coating additives industry includes raw materials such as ethylene oxide, cyanuric acid, and various organic and inorganic compounds [8] - The downstream applications of coating additives span across construction, automotive, marine, furniture, and industrial sectors [8] Market Size - The growth in demand for green products like water-based and solvent-free additives has partially offset the decline in traditional additive markets, becoming a key support for market size growth [1][12] Key Enterprises' Performance - Domestic companies such as Fengguang Co., Jiexian Co., and Changqing Technology have made significant advancements in product structure, quality, and technology, establishing themselves as industry leaders [14][18] - Fengguang Co. reported a revenue of 288 million yuan in Q1 2025, with a year-on-year growth of 18.39% [16] Industry Development Trends 1. Environmental policies are driving a rapid green transformation, with a target for solvent-based additives to drop below 30% by 2025, pushing for water-based and powder additives to become mainstream [20] 2. Key technologies are evolving towards green and intelligent production, with companies like Meichao Group and Nippon Paint implementing advanced production systems to enhance efficiency and reduce energy consumption [21] 3. Leading enterprises are accelerating integration and globalization, optimizing cost control through mergers and acquisitions, and focusing on functional products for export, which is expected to grow by 27.72% in 2024 [22]

Group 1 - The company approved the profit distribution plan for the year 2024, which includes cash dividends and capital reserve conversion into share capital [1] - The company completed the business registration changes and the filing of the company’s articles of association with the market supervision administration [2] - The registered capital of the company is 404.836375 million yuan, and it operates in the production and research of various chemical products [2] Group 2 - The company’s legal representative is Sun Qiuxin, and it was established on June 30, 2010 [2] - The company is classified as a publicly listed joint-stock company [2] - The company’s business scope includes the production and sales of chemical products, as well as providing technical services related to chemical products [2]

证券代码：603125 证券简称：常青科技 公告编号：2025-043 江苏常青树新材料科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 江苏常青树新材料科技股份有限公司 江苏常青树新材料科技股份有限公司（以下简称"公司"）于 2025 年 4 月 11 日召开第二届董事会第十次会议、2025 年 5 月 8 日召开 2024 年年度股东大会， 审议通过《关于公司 2024 年度利润分配方案的议案》，同意公司进行现金分红 及以资本公积转增股本，并根据权益分派实施结果变更注册资本、修订《江苏常 青树新材料科技股份有限公司章程》相关条款并办理工商变更登记手续。具体内 容详见公司分别于 2025 年 4 月 12 日、2025 年 5 月 16 日在上海证券交易所网站 （www.sse.com.cn）及指定信息披露媒体披露的《关于公司 2024 年度利润分配 及公积金转增股本方案的公告》（公告编号：2025-014）及《常青科技 2024 年 年度权益分派实施公告》（公告编号 ...

Group 1 - Huapei Power received a project intention letter from a domestic new energy vehicle company for a thermal management system PTC water heater, with an estimated sales amount of approximately 9 million yuan over a 5-year lifecycle starting from 2026 [1] - Antu Biotech obtained medical device registration certificates for products including "Cytomegalovirus IgM Antibody Test Kit" [1][2] - Yihong Technology adjusted the upper limit of its share repurchase price to 65.04 yuan per share, with a total repurchase amount of 6.9583 million yuan for 198,000 shares [2] Group 2 - Aihui Long received a medical device registration certificate for the Hepatitis B virus core antibody detection kit, valid until May 28, 2030 [2][3] - Quanxin Co. plans to engage in commodity futures hedging to mitigate raw material price fluctuations, with a maximum guarantee amount of 8 million yuan [3] - Jiahua Intelligent plans to lease idle assets in Dongguan for a total rental amount of approximately 6.3193 million yuan over 6 years [3] Group 3 - Qianjiang Biochemical announced the resignation of its chairman and a director, with a new chairman to be elected [4][5] - Aerospace Morning Light was suspended from participating in military procurement activities due to violations, with internal investigations underway [6] - Guang'an Aizhong intends to establish a fund with a total scale of 70.7 million yuan, focusing on distributed wind and solar power generation [7] Group 4 - Zhejiang Medicine plans to use up to 1 billion yuan of idle funds for entrusted wealth management, with a maximum investment period of 12 months [10] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS9531 injection, aimed at treating type 2 diabetes patients [11] - Taiji Co. announced the purchase of 10 million yuan in wealth management products, with a minimum holding period of 6 months [12] Group 5 - Hong Kong-listed company Huichuang Pharmaceutical received approval for the clinical trial of a spray for treating primary premature ejaculation [26][27] - Haichuang Pharmaceutical's new drug application for a prostate cancer treatment was approved by the National Medical Products Administration [28] - Zhuhai Guanyu was selected as a designated supplier for low-voltage lithium batteries by SAIC Volkswagen [29] Group 6 - Huayi Technology opened a tax refund service for overseas travelers, enhancing its retail offerings [32] - Baobian Electric plans to transfer 90% of its subsidiary's shares for 137 million yuan [33] - Yiwei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary to enhance its strategic layout [34]

一、 项目进展情况 近日，江苏常青树新材料科技股份有限公司（以下简称"公司）以自有资金 投资建设的七期（特种高分子单体二期）项目（以下简称"七期项目"）已完成 主体工程建设及设备安装、调试工作，试生产方案及装置试生产条件已经专家评 审通过，具备试生产条件，后续公司将根据七期项目试生产的实际情况进行调整 改进。 江苏常青树新材料科技股份有限公司 证券代码：603125 证券简称：常青科技 公告编号：2025-042 江苏常青树新材料科技股份有限公司 关于七期（特种高分子单体二期）项目 试生产的公告 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。 江苏常青树新材料科技股份有限公司董事会 2025 年 5 月 31 日 二、 对公司的影响 公司七期项目生产线的建成将进一步扩大公司的产能，完善公司产品矩阵， 满足高分子特种单体产业的发展需求，提高公司产品的附加值及核心竞争力，进 一步保证公司的市场竞争优势。项目试生产期间可能会增加公司的运营成本，但 项目的实施对公司长远发展将会产生积极作用，符合公司战略发展需要和全体股 东的利益。 三 ...

证券代码：603125 证券简称：常青科技 公告编号：2025-041 江苏常青树新材料科技股份有限公司 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。 江苏常青树新材料科技股份有限公司（以下简称"公司"）于 2025 年 5 月 26 日召开 2025 年第一次临时股东会，审议通过了《关于选举董事的议案》，同 意任命严大景先生为公司第二届董事会非独立董事，任期自公司 2025 年第一次 临时股东会审议通过起至公司第二届董事会届满日止；此外，公司工会于 2025 年 5 月 7 日召开 2025 年第一次职工代表大会，选举吴玮娟女士为公司第二届董 事会职工代表董事，任期自今日起至公司第二届董事会届满日止。 江苏常青树新材料科技股份有限公司董事会 2025 年 5 月 27 日 严大景先生和吴玮娟女士与公司第二届董事会其余 7 名董事一并组成公司第 二届董事会。严大景先生和吴玮娟女士的简历详见公司 2025 年 5 月 9 日于上海 证券交易所网站（www.sse.com.cn）披露的《关于公司副总经理辞任暨提名公司 非独立董事 ...