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新股消息 | 彤程新材(603650.SH)递表港交所
智通财经网· 2026-02-08 12:24
[編纂]項下的[編纂]數目 : [編纂]股H股(視乎[編纂]行使與否而定) |编纂|數目 : [编纂]股H股(可予[编纂]) |编纂|數目 : [編纂]股H股(可予[編纂]及視乎[編纂]行使與 合向定) 最高[編纂] : 每股H股[編纂]港元,另加1.0%經紀佣金、 0.0027%證監會交易徵費、0.00565%聯交 所交易費及0.00015%會財局交易徵費(須 於申請時以港元繳足,多繳股款可予J編 纂I) 面值 : 每股H股人民幣1.00元 【编纂】: [编纂] l 繼續] 獨家保薦人、[編纂]、[編纂]及[編纂] 据港交所2月8日披露,彤程新材料集团股份有限公司(简称:彤程新材(603650.SH))向港交所主板递交上市申请书,国 泰海通/海通国际为独家保荐人。招股书显示,彤程新材是中国领先的综合性新材料服务供应商,专注于先进化工产 品。公司主要从事新型化工材料的研发、生产、营销、销售及分销。于往绩记录期间,公司的主要业务包括三个分 部,即(i)电子材料;(ii)轮胎用橡胶助剂及其他化工产品;及(iii)可完全生物降解材料。 Red Avenue New Materials Group Co., Ltd. ...
彤程新材料集团股份有限公司(H0400) - 申请版本(第一次呈交)
2026-02-07 16:00
香港聯合交易所有限公司及證券及期貨事務監察委員會對本申請版本的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本申請版本全部或任何部分內容而產生或依賴該 等內容而引致的任何損失承擔任何責任。 Red Avenue New Materials Group Co., Ltd. 彤 程 新 材 料 集 團 股 份 有 限 公 司 (於中華人民共和國註冊成立的股份有限公司) 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司(「聯交所」)及證券及期貨事務監察委員會(「證監會」)的 要求而刊發,僅用作向香港公眾人士提供資料。 本申請版本為草擬本,其內所載資料並不完整,亦可能會作出重大變動。閣下閱覽本文件,即代表閣 下知悉、接納並向彤程新材料集團股份有限公司(「本公司」)、其獨家保薦人、保薦人兼整體協調人、 顧問或包銷團成員表示同意: 於本公司招股章程根據香港法例第32章公司(清盤及雜項條文)條例送呈香港公司註冊處處長登記 前,不會向香港公眾人士提出要約或邀請。倘在適當時候向香港公眾人士提出要約或邀請,有意投資 者務請僅依據於香港公司註冊處處長登記的本公司招股章程作出投資決定。該文件的文本將於 ...
Red Avenue New Materials Group Co., Ltd.(H0400) - Application Proof (1st submission)
2026-02-07 16:00
The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Red Avenue New Materials Group Co., Ltd. 彤 程 新 材 料 集 團 股 份 有 限 公 司 (A joint stock company incorporated in the Peopl ...
彤程新材2月2日获融资买入5515.64万元,融资余额7.93亿元
Xin Lang Cai Jing· 2026-02-03 01:30
Group 1 - On February 2, Tongcheng New Materials experienced a decline of 4.81% with a trading volume of 843 million yuan. The margin trading data indicated a financing buy amount of 55.16 million yuan and a financing repayment of 79.24 million yuan, resulting in a net financing buy of -24.09 million yuan. As of February 2, the total margin trading balance was 799 million yuan [1] - The financing balance of Tongcheng New Materials was 793 million yuan, accounting for 2.38% of the circulating market value, which is above the 80th percentile level over the past year, indicating a high level [1] - In terms of securities lending, on February 2, the company repaid 47,900 shares and sold 13,900 shares, with a selling amount of 753,500 yuan. The remaining securities lending volume was 113,900 shares, with a balance of 6.18 million yuan, exceeding the 70th percentile level over the past year, also indicating a high level [1] Group 2 - As of September 30, the number of shareholders of Tongcheng New Materials reached 60,200, an increase of 27.61% compared to the previous period. The average circulating shares per person decreased by 21.42% to 9,914 shares [2] - For the period from January to September 2025, Tongcheng New Materials achieved an operating income of 2.523 billion yuan, representing a year-on-year growth of 4.06%. The net profit attributable to the parent company was 494 million yuan, with a year-on-year increase of 12.65% [2] - Since its A-share listing, Tongcheng New Materials has distributed a total of 1.493 billion yuan in dividends, with 847 million yuan distributed over the past three years [3]
彤程新材料集团股份有限公司2026年第一次临时股东会决议公告
Shang Hai Zheng Quan Bao· 2026-01-30 23:24
证券代码:603650 证券简称:彤程新材 公告编号:2026-009 彤程新材料集团股份有限公司2026年第一次临时股东会决议公告 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: ● 本次会议是否有否决议案:无 一、会议召开和出席情况 (一)股东会召开的时间:2026年1月30日 (二)股东会召开的地点:中国上海市浦东新区银城中路501号上海中心大厦25层2501室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: ■ (四)表决方式是否符合《公司法》及《公司章程》的规定,会议主持情况等。 会议采取现场投票与网络投票相结合的方式进行表决,由董事长Zhang Ning女士主持本次股东会。会议 召开及表决方式符合《公司法》和《公司章程》的规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事9人,列席9人; 2、董事会秘书徐重璞女士列席会议。 二、议案审议情况 (一)非累积投票议案 1、议案名称:关于公司发行H股股票并在香港联合交易所有限公司主板上市的议案 审议结果:通过 2.02、议 ...
彤程新材(603650) - 彤程新材2026年第一次临时股东会决议公告
2026-01-30 10:30
证券代码:603650 证券简称:彤程新材 公告编号:2026-009 彤程新材料集团股份有限公司 2026年第一次临时股东会决议公告 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: 本次会议是否有否决议案:无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 736 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 389,233,613 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例(%) | 63.4855 | (四) 表决方式是否符合《公司法》及《公司章程》的规定,会议主持情况等。 会议采取现场投票与网络投票相结合的方式进行表决,由董事长 Zhang Ning 女士主持本次股东会。会议召开及表决方式符合《公司法》和《公司章程》的规 (一) 股东会召开的时间:2026 年 1 月 30 日 (二) 股东会召开的地点:中国上海市浦东新区银城中路 501 号上海中心大厦 25 层 2501 室 (三) 出席会议的普通 ...
彤程新材(603650) - 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2026年第一次临时股东会的法律意见书
2026-01-30 10:30
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 2026 年第一次临时股东会的 法律意见书 锦 天 城 律 师事 务 所 ALLBRIGHT LAW OFFICES 地址:上海市浦东新区银城中路 501 号上海中心 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 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 2026年第一次临时股东会的法律意见书 致:彤程新材料集团股份有限公司 上海市锦天城律师事务所(以下简称"本所")接受彤程新材料集团股份有 限公司(以下简称"公司")委托,就公司召开 2026年第一次临时股东会〈以 下简称"本次股东会")的有关事宜,根据《中华人民共和国公司法》(以下简 称"《公司法》")《上市公司股东会规则》等法律、法规和其他规范性文件以 及《彤程新材料集团股份有限公司章程》(以下简称"《公司章程》")的有关 规定,出具本法律意见书。 为出具本法律意见书,本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则(试行)》等规定,严格履行 了法 ...
深度报告:2025光刻胶与未来趋势报告(附26页PPT)
材料汇· 2026-01-28 16:00
Market Overview - The global photoresist market exceeded $10 billion in 2022, with China's market nearing 10 billion RMB. It is projected to reach $12.6 billion globally and 15.2 billion RMB in China by 2026 [6][8]. - China's photoresist production capacity is primarily focused on lower-end products, particularly PCB photoresists [6]. Market Growth and Trends - The global photoresist market is expected to grow at a CAGR of approximately 12% from 2017 to 2026, while China's market is projected to grow at a CAGR of around 22% during the same period [7][8]. - The demand for photoresists is driven by the expansion of wafer fabs and the rise of AI technologies, which require advanced processing and higher precision in photoresist applications [11][12]. Industry Drivers - The push for domestic substitution in China is urgent due to geopolitical tensions and supply chain security concerns, particularly in high-end photoresist products [11][13]. - The rapid growth of AI and the expansion of wafer fabrication plants are significantly increasing the demand for photoresists, as they are critical materials in semiconductor manufacturing [11][12]. Industry Barriers - The photoresist industry faces high barriers to entry, including stringent customer validation processes, reliance on proprietary formulations, and dependence on imported raw materials and equipment [16][18]. - The production of high-end photoresists is limited by the monopolistic supply of advanced lithography machines, particularly EUV machines, which are primarily supplied by ASML [18][19]. Application Segmentation - The photoresist market is segmented into various applications, including PCB, LCD, and semiconductor photoresists, with each category having its specific subtypes [26][27]. - The demand for different types of photoresists varies based on their application, with semiconductor photoresists requiring the highest technical specifications and barriers [27][54]. Domestic Production and Substitution - The domestic production of photoresists in China is gradually increasing, with local companies capturing around 50% of the wet film photoresist and solder mask markets [36][34]. - Despite the high domestic production rate for PCB photoresists, the market for dry film photoresists remains heavily reliant on imports, dominated by Japanese companies [36][34]. Company Insights - Companies like Rongda Photoresist are leading in the PCB photoresist market, with a complete product range and strong customer relationships [41][42]. - Tongcheng New Materials has become the largest domestic supplier of display panel photoresists, achieving significant market share through strategic acquisitions and product innovations [59].