每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 王晓波） 每经AI快讯，百傲化学（SH 603360，收盘价：30.8元）11月21日晚间发布公告称，截至2025年11月21 日，公司通过集中竞价方式累计回购公司股份约624万股，已回购股份占公司总股本的比例为0.88%， 回购的最高价为人民币31.52元/股，回购的最低价为人民币19.58元/股，回购的资金总额为人民币约1.38 亿元。 截至发稿，百傲化学市值为218亿元。 ...

证券代码：603360 证券简称：百傲化学 公告编号：2025-086 大连百傲化学股份有限公司 关于以集中竞价方式回购股份的进展公告 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。 | 回购方案首次披露日 | 2025/4/25 | | --- | --- | | 回购方案实施期限 | 董事会审议通过后 12 个月 | | 预计回购金额 | 20,000万元~40,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 6,242,700股 | | 累计已回购股数占总股本比例 | 0.88% | | 累计已回购金额 | 137,862,380.72元 | | 实际回购价格区间 | 19.58元/股~31.52元/股 | 重要内容提示： 一、 回购股份的基本情况 大连百傲化学股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开的 第五届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购公司 ...

百傲化学公告称，公司于2025年4月24日通过回购股份议案，拟用2-4亿元自有或自筹资金回购股份用于 员工持股计划或股权激励，回购价不超31.67元/股，期限自董事会审议通过起12个月。截至11月21日， 公司累计回购624.27万股，占总股本0.88%，回购金额1.38亿元，回购价19.58-31.52元/股。 ...

截至发稿，尚烁徽累计任职时间8年243天，现任基金资产总规模10.06亿元，任职期间最佳基金回报 135.67%， 任职期间最差基金回报-38.16%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，华泰保兴基金旗下1只基金重仓百傲化学。华泰保兴产业升级混合发起A（021792）三季度 持有股数7万股，占基金净值比例为5.03%，位居第九大重仓股。根据测算，今日浮亏损失约11.9万元。 11月19日，百傲化学跌5%，截至发稿，报32.28元/股，成交4.40亿元，换手率1.89%，总市值227.97亿 元。 华泰保兴产业升级混合发起A（021792）成立日期2024年9月24日，最新规模1964.41万。今年以来收益 47.73%，同类排名940/8138；近一年收益45.09%，同类排名1126/8055；成立以来收益46.63%。 资料显示，大连百傲化学股份有限公司位于辽宁省大连市中山区港东街12号一方金融广场A座11楼，成 立日期2 ...

Core Viewpoint - Baidao Chemical announced a collaboration project to develop advanced etching equipment, aiming to enhance domestic production capabilities in the semiconductor industry [1] Group 1: Investment and Funding - The subsidiary Suzhou Xinhuilian Semiconductor Technology Co., Ltd. plans to invest 219 million yuan in the project [1] - The project will involve partnerships with well-known domestic universities and research institutions [1] Group 2: Project Objectives - The collaboration aims to leverage the company's strong technical foundation in large-generation etching equipment [1] - The project is expected to support the continuous output of diversified high-quality products and services [1] Group 3: Innovation and Development - The initiative will promote technological collaboration and innovation, enhancing the company's R&D capabilities [1] - It aims to improve the efficiency of the R&D system and foster a better innovation ecosystem [1] - The project is positioned to inject strong momentum into the company's long-term sustainable development [1]

Group 1: Company Announcements - Yaxing Chemical plans to acquire 100% equity of Tianyi Chemical through a combination of share issuance and cash payment, with the transaction expected to add bromine series fine chemical products to its portfolio [1] - Jierong Technology elected Zhao Xiaoqun as the new chairman following the resignation of Zhang Shouzhi due to work adjustments [2] - Huan Tai Liquor's controlling shareholder plans to increase its stake in the company by investing between 70 million to 140 million yuan within six months [5] - Unigroup plans to acquire 1.28 million USD worth of shares in H3C, increasing its ownership from 81% to 82.8% [7] - Daily Interactive intends to invest up to 10 million yuan in the Yuhang AI Fund, which has a total scale of up to 100 million yuan [11] - Daan Gene's indirect controlling shareholder is set to change to Guangzhou Pharmaceutical Group, which will control 26.63% of the company after the completion of share transfers [12] Group 2: Industry Insights - The basic chemical industry is represented by Yaxing Chemical, which focuses on chlorinated polyethylene and caustic soda production [1] - Jierong Technology operates in the electronic industry, specializing in precision molds and components [2] - Huan Tai Liquor is part of the food and beverage industry, specifically in the production and sale of alcoholic beverages [5] - Unigroup is involved in the IT services sector, providing comprehensive ICT infrastructure and services [7] - Daily Interactive operates in the software development industry, offering data intelligence products and solutions [11] - Daan Gene is in the medical biotechnology sector, focusing on molecular diagnostic technologies [12]

Core Viewpoint - The company Baiao Chemical (603360) announced a collaboration project with domestic universities and research institutions to develop advanced dry etching equipment, with an investment of 219 million yuan from its subsidiary Suzhou Xinhuilian Semiconductor Technology Co., Ltd. [1] Group 1: Company Overview - Xinhuilian focuses on the research, production, and sales of semiconductor equipment, providing technical support and after-sales services [1] - The company has established six major business segments, including photolithography equipment, wet cleaning equipment, automation equipment for semiconductor production lines, comprehensive services for semiconductor equipment, key components and consumables, and electroplating equipment [1] - Xinhuilian aims to provide high-precision and high-reliability semiconductor equipment and process solutions, serving various sectors such as integrated circuits, power semiconductors, compound semiconductors, new displays, power devices, and MEMS [1] Group 2: Research and Development - As of the first half of 2025, Xinhuilian has applied for and obtained 91 patents, demonstrating its core technology accumulation that meets market demands [2] - The company maintains high R&D investment and rapid iteration capabilities to stay ahead in technology, aiming to break foreign technology monopolies and enhance domestic production rates [2] - The collaboration project is expected to leverage the company's deep technical accumulation in the field of advanced etching equipment and promote the industrialization of domestic large-generation etching equipment [2][3] Group 3: Project Details - The project aligns with the company's semiconductor business development strategy and aims to provide diversified high-quality products and services [3] - The collaboration is expected to enhance the company's independent innovation capabilities and improve the efficiency of its R&D system [3] - The project involves significant investment and a long R&D cycle, with potential challenges in technology realization and market alignment [3]

Core Viewpoint - Baiao Chemical (603360.SH) announced that its subsidiary Suzhou Xinhuilian Semiconductor Technology Co., Ltd. will collaborate with well-known domestic universities and research institutions to develop large-generation dry etching equipment, with an investment of 218.6 million yuan [1] Group 1: Company Initiatives - The project will be led by Foshan Xinhuilian Semiconductor Technology Co., Ltd., a subsidiary of Xinhuilian, which aims to leverage the company's strong technical foundation in large-generation etching equipment [1] - The collaboration is intended to promote the industrialization of domestic large-generation etching equipment through deep cooperation with universities and research institutions [1]

Core Viewpoint - Baiao Chemical (603360.SH) announced that its subsidiary Suzhou Xinhuilian Semiconductor Technology Co., Ltd. will collaborate with well-known domestic universities and research institutions to develop advanced dry etching equipment for large wafers, with an investment of 218.6 million yuan [1] Group 1: Collaboration and Investment - The project aims to leverage the company's strong technical foundation in large wafer etching equipment through deep cooperation with academic and research institutions [1] - Xinhuilian (Foshan) Semiconductor Technology Co., Ltd. will act as the leading unit in this collaborative research and development project [1] - The total investment for this project is set at 218.6 million yuan [1]

格隆汇11月17日丨百傲化学(603360.SH)公布，公司于2025年11月17日召开第五届董事会第十八次会 议，审议通过了《关于子公司拟签订合作研发项目合同书的议案》。本次合作研发项目由佛山芯慧联作 为牵头单位，公司董事、联席总经理刘红军先生作为项目负责人，联合国内知名高校、研究机构等，共 同参与开发某科技攻关项目。 佛山芯慧联拟与国内知名高校、研究机构等共同签订合作研发项目合同书，共同参与开发大世代干法刻 蚀装备，佛山芯慧联作为牵头单位，拟投入自有资金21,860.00万元。 ...