每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘，您好！请问公司与北京大学、清华大学 等在光刻胶等领域有什么直接或间接合作吗？谢谢！ （记者 张明双） 彤程新材（603650.SH）11月28日在投资者互动平台表示，我司与北京大学在学科建设、人才培养、教 育支持、科技创新等方面有稳定长期的合作；我司与清华大学集成电路学院等有项目合作。 ...

Core Viewpoint - Tongcheng New Materials has shown a mixed performance in stock price and financial results, with a notable increase in revenue and profit year-on-year, while facing recent stock price declines [1][2]. Financial Performance - As of September 30, 2025, Tongcheng New Materials achieved a revenue of 2.523 billion yuan, representing a year-on-year growth of 4.06% [2]. - The net profit attributable to shareholders for the same period was 494 million yuan, reflecting a year-on-year increase of 12.65% [2]. - Cumulatively, the company has distributed 1.493 billion yuan in dividends since its A-share listing, with 847 million yuan distributed over the past three years [3]. Stock Market Activity - On November 28, the stock price of Tongcheng New Materials rose by 2.28%, reaching 40.36 yuan per share, with a trading volume of 300 million yuan and a turnover rate of 1.25% [1]. - The total market capitalization of the company is approximately 24.867 billion yuan [1]. - Year-to-date, the stock price has increased by 17.08%, but it has seen a decline of 5.85% over the last five trading days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 60,200, a rise of 27.61% from the previous period [2]. - The average number of circulating shares per shareholder is 9,914, which is a decrease of 21.42% [2]. - Notable institutional shareholders include Penghua Zhongzheng Fine Chemical Industry Theme ETF and Guotai Zhongzheng Semiconductor Materials Equipment Theme ETF, with new entries and changes in holdings among the top ten circulating shareholders [3]. Business Overview - Tongcheng New Materials specializes in the research, production, sales, and trade of fine chemical materials, with its main revenue sources being rubber additives (70.06%), electronic materials (26.69%), and fully biodegradable materials (3.25%) [1]. - The company is classified under the basic chemical industry, specifically in rubber additives, and is involved in sectors such as photolithography, semiconductors, and OLEDs [1].

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。 重要内容提示： ● 回购注销原因：彤程新材料集团股份有限公司（以下简称"公司"）于2025年8月26日召开第三届董事 会第二十四次会议，会议审议通过了《关于回购注销2023年限制性股票激励计划部分限制性股票及调整 回购价格的议案》，鉴于《公司2023年限制性股票激励计划》（以下简称"《限制性股票激励计 划》"或"本次激励计划"）首次授予部分2名激励对象因个人原因离职不再符合激励对象资格，根据本次 激励计划的相关规定及公司2023年第二次临时股东大会的授权，公司对前述激励对象已获授予但尚未解 除限售的限制性股票共33,334股进行回购注销。 ● 本次注销股份的有关情况 ■ 一、本次限制性股票回购注销的决策与信息披露 1、2025年8月26日，公司召开了第三届董事会第二十四次会议及第三届监事会第二十一次会议，审议通 过《关于回购注销2023年限制性股票激励计划部分限制性股票及调整回购价格的议案》，鉴于本次激励 计划首次授予部分2名激励对象因个人原因离职不再符合激励对象资格，根据本次激 ...

2023 年限制性股票激励计划部分限制性股票回购注销 实施公告 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。 重要内容提示： 股票代码：603650 股票简称：彤程新材 编号：2025-093 彤程新材料集团股份有限公司 回购注销原因：彤程新材料集团股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第三届董事会第二十四次会议，会议审议通过了《关于回 购注销 2023 年限制性股票激励计划部分限制性股票及调整回购价格的议 案》，鉴于《公司 2023 年限制性股票激励计划》（以下简称"《限制性股 票激励计划》"或"本次激励计划"）首次授予部分 2 名激励对象因个人原 因离职不再符合激励对象资格，根据本次激励计划的相关规定及公司 2023 年第二次临时股东大会的授权，公司对前述激励对象已获授予但尚未解除限 售的限制性股票共 33,334 股进行回购注销。 本次注销股份的有关情况 | 回购股份数量 | 注销股份数量 | | | 注销日期 | | | | --- | --- | --- | --- | --- | ...

上海市锦天城律师事务所 关于彤程新材料集团股份有限公司 2023年限制性股票激励计划部分限制性股票回购注销 地址：上海市浦东新区银城中路501号上海中心大厦11/12层 电话: 021-20511000 传真: 021-20511999 邮编: 200120 上海市锦天城律师事务所 法律意见书 锦 天 城 律 师事务 所 ALLBRIGHT LAW OFFICES 实施的 法律意见书 上海市锦天城律师事务所 关于彤程新材料集团股份有限公司 2023年限制性股票激励计划部分限制性股票回购 注销实施的 法律意见书 致:彤程新材料集团股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》(以下简称"《证券法》")、中国证券监督管理委员会(以下简称"中国 证监会")发布的《上市公司股权激励管理办法》(以下简称"《管理办法》")等法 律、法规和规范性文件和《彤程新材料集团股份有限公司章程》(以下简称"《公司 章程》")、公司《彤程新材料集团股份有限公司2023年限制性股票激励计划(草 案)》(以下简称"《激励计划》")等有关规定,上海市锦天城律师事务所(以下 简称"本所"）接受 ...

Market Overview - The rubber sector experienced a decline of 3.31% on November 21, with Li Tong Technology leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Notable gainers included Tongcheng New Materials, which rose by 2.81% to a closing price of 42.87, with a trading volume of 470,200 shares and a transaction value of 2.027 billion [1] - Li Tong Technology saw a significant drop of 13.94%, closing at 35.20, with a trading volume of 65,600 shares and a transaction value of 239 million [2] - Other stocks like Yuandong Co. and Kexin New Materials also faced declines of 11.41% and 9.95% respectively [2] Capital Flow Analysis - The rubber sector experienced a net outflow of 14.92 million from institutional investors, while retail investors saw a net outflow of 151 million [2] - Conversely, speculative funds recorded a net inflow of 166 million into the sector [2] Detailed Capital Flow for Selected Stocks - Kexin New Materials had a net inflow of 41.57 million from institutional investors, while retail investors faced a net outflow of 12.7 million [3] - Tongcheng New Materials saw a net inflow of 37.06 million from institutional investors, but speculative funds had a net outflow of 51.98 million [3] - Longxing Technology experienced a net inflow of 31.53 million from institutional investors, with a significant net outflow of 34.81 million from retail investors [3]

Core Insights - The A-share market's photoresist concept stocks are experiencing a counter-trend rise, with notable increases in stock prices for several companies ahead of a key industry conference [1] Group 1: Stock Performance - Gao Meng New Materials saw a rise of over 13%, while Sai Microelectronics increased by over 11% [1] - Other companies such as Guofeng New Materials and Kaimete Gas reached the daily limit increase of 10%, with Huasoft Technology rising over 7% [1] - Shanghai Xinyang, Huate Gas, Jiaxian Co., Tongcheng New Materials, and Nanda Optoelectronics all experienced increases of over 4% [1] Group 2: Market Context - The "2025 Photoresist and Integrated Circuit Materials Advanced Technology and Industry Application Seminar" is scheduled to take place on November 20-21, with the theme "Photoresist Breakthrough, Material Gathering in Shaoxing" [1]

Core Viewpoint - Tongcheng New Materials has experienced a significant stock price increase, with a 9.53% rise over three consecutive days, indicating strong market interest and potential investor confidence [1][2]. Company Overview - Tongcheng New Materials Group Co., Ltd. is located in the Shanghai Free Trade Zone and was established on June 4, 2008, with its listing date on June 27, 2018. The company specializes in the research, production, sales, and related trading of fine chemical materials [1]. - The revenue composition of the company includes rubber additives and other products at 70.06%, electronic materials at 26.69%, and fully biodegradable materials at 3.25% [1]. Fund Holdings - Taikang Fund has a significant holding in Tongcheng New Materials, with Taikang Yixiang Mixed A (005823) holding 30,900 shares, representing 1.06% of the fund's net value, ranking as the tenth largest holding [2]. - The fund has realized a floating profit of approximately 63,300 yuan today and a total of 110,000 yuan during the three-day price increase [2]. Fund Performance - Taikang Yixiang Mixed A (005823) was established on June 13, 2018, with a current scale of 74.1899 million yuan. Year-to-date returns are 11.04%, ranking 5,522 out of 8,136 in its category, while the one-year return is 12.53%, ranking 5,099 out of 8,055 [2]. - The fund has achieved a cumulative return of 51.11% since its inception [2]. Fund Management - The fund is managed by Huang Zhong and Jin Hongwei, with Huang having a tenure of 6 years and 61 days and a best return of 55.69% during his management period [3]. - Jin has a tenure of 8 years and 87 days, with a best return of 40.3% during his management period [3].

Core Viewpoint - The chemical sector is experiencing significant gains, with the Chemical ETF (516020) showing a notable increase in value, driven by strong performances in lithium battery materials, phosphate chemicals, rubber additives, and potassium fertilizers [1][3]. Group 1: Market Performance - The Chemical ETF (516020) opened with a rapid rise, reaching a maximum intraday increase of 1.83%, and is currently up by 1.1% [1]. - Key stocks in the sector include Hongda Co., which surged over 9%, Tongcheng New Materials with a rise exceeding 6%, and Salt Lake Co. increasing by over 5% [1]. - The basic chemical sector has attracted significant capital inflow, with a net inflow of 72.2 billion yuan, leading among 30 sectors tracked by Citic [3]. Group 2: Price Trends - The price of battery-grade lithium carbonate has risen by 3,500 yuan per ton, reaching an average of 97,550 yuan per ton, marking a new high for the year [3]. - The continuous increase in lithium carbonate prices is expected to benefit the salt lake lithium extraction industry, enhancing its value [3]. Group 3: Valuation Insights - As of November 19, the Chemical ETF (516020) has a price-to-book ratio of 2.41, which is relatively low compared to the past decade, indicating a favorable long-term investment opportunity [4]. Group 4: Future Outlook - The chemical industry is undergoing a transformation with the implementation of "anti-involution" measures, which may provide a model for other sub-industries [5]. - The supply-side reform is anticipated to optimize the supply-demand dynamics in the chemical sector, benefiting leading companies with better management and energy control [5]. - The chemical sector has been in a long-term bottoming phase, and with the economic outlook improving, profitability in the sector is expected to rise [6].

Group 1 - The chemical sector showed a strong rebound on November 19, with the Chemical ETF (516020) experiencing fluctuations, reaching a maximum intraday increase of 1.6% and closing up by 1.23% [1][2] - Key stocks in the sector included rubber additives, soda ash, lithium batteries, and potash fertilizers, with notable gains from Tongcheng New Materials (up 6.62%), Boyuan Chemical, and Salt Lake Co. (both up over 5%) [1][2] - The basic chemical sector attracted significant capital inflow, with a net inflow of 8.675 billion yuan for the day and a total of 24.828 billion yuan over the past five trading days, leading among 30 sectors [1][3] Group 2 - The Chemical ETF (516020) has seen substantial net subscriptions, with over 370 million yuan in net inflows across three of the last five trading days [3][4] - The price of lithium hexafluorophosphate, a key raw material for electrolytes, has surged to 160,000 yuan per ton, more than tripling since the price bottomed out in July 2025 [3][4] - The supply of lithium hexafluorophosphate is expected to remain tight until 2026 due to production constraints among smaller firms, despite leading companies operating at full capacity [4] Group 3 - The chemical sector is anticipated to benefit from a rebound as the industry moves away from a prolonged bottoming phase, with signs of economic improvement reflected in rising PPI and CPI [5] - The chemical expansion cycle is nearing its end, with various industries, including glyphosate and PTA, beginning to experience upward profitability trends [5] - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry index, with nearly 50% of its holdings in large-cap stocks, providing investors with exposure to leading companies in the sector [5]