Group 1 - The photolithography (photoresist) sector leads the market with an increase of 2.34% [1] - Among the companies, Pritchard saw a rise of 10.03%, Tongcheng New Materials increased by 10.0%, and Guofeng New Materials rose by 9.99% [1] - Other companies such as Nanda Optoelectronics, Hengkong New Materials, and Anji Technology experienced gains exceeding 7% [1]

人民财讯1月7日电，沪指早间窄幅震荡，创业板指冲高回落。截至午间收盘，沪指涨0.29%，逼近4100 点；深证成指涨0.35%；创业板指涨0.41%。盘面上，半导体板块走强，芯源微、恒坤新材20%涨停；稀 土永磁概念活跃，中稀有色、彤程新材、格林美涨停。此外，小金属、煤炭、能源金属、旅游酒店、保 险、光刻机、存储芯片概念等板块涨幅居前；采掘、船舶制造、航天航空、美容护理、石油、钛白粉、 数字货币概念等板块跌幅居前。全市场超2500只个股上涨。 ...

Group 1 - The new materials sector showed strong performance, with the New Materials 50 ETF (516710) rising by 2.10%, and key stocks such as Tongcheng New Materials hitting the daily limit, while Nanda Optoelectronics and Anji Technology increased by over 13% [1] - The price of storage chips is expected to rise significantly by 2025, leading to capacity expansion among storage manufacturers and directly boosting demand for upstream materials [1] - Domestic storage leaders are raising funds through IPOs for expansion, and the increase in equipment localization rates is facilitating the entry of domestic materials into the supply chain validation and bulk procurement stages [1] Group 2 - The linkage between semiconductors and new materials is fundamentally a "manufacturing → equipment → materials" industry chain transmission, combined with the long-term logic of technological iteration and domestic substitution, making materials a core beneficiary during periods of semiconductor strength [1] - The New Materials 50 ETF (516710) closely tracks the CSI New Materials Theme Index, which selects 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and other key strategic materials to reflect the overall performance of new materials theme listed companies [1]

Group 1 - The A-share market saw a collective surge in photolithography machine concept stocks, with notable gains from companies such as Gaomeng New Materials approaching a 20% limit up, and Xinyuan Micro rising nearly 18% [1] - Other companies that experienced significant increases include Jiaxian Co. with over 15%, Anji Technology with over 12%, and Nanda Optoelectronics with over 11% [1] - The overnight performance of ASML, a leading company in the photolithography machine sector, reached a historical high in the US stock market, contributing to the positive sentiment in the A-share market [1] Group 2 - Specific stock performance data includes: - Gaomeng New Materials (19.79% increase, total market value of 62.62 billion) - Xinyuan Micro (17.91% increase, market value of 378 billion) - Jiaxian Co. (15.23% increase, market value of 26.02 billion) - Anji Technology (12.66% increase, market value of 445 billion) - Nanda Optoelectronics (11.61% increase, market value of 355 billion) - Dinglong Co. (10.33% increase, market value of 421 billion) [2] - Other notable stocks include: - Pulit (10.03% increase, market value of 237 billion) - Tongcheng New Materials (10% increase, market value of 318 billion) - Guofeng New Materials (9.99% increase, market value of 111 billion) - Changqing Technology (9.98% increase, market value of 75.87 billion) [2] - The MACD golden cross signal formation indicates a strong upward trend for these stocks [2]

Group 1 - The core viewpoint of the news is the optimistic outlook for the Chinese stock market in 2026, with a recommendation from Goldman Sachs to overweight Chinese stocks, particularly A-shares and Hong Kong stocks [1][2] - The A500 index, representing core assets in China, has shown a strong performance with a 0.38% increase, driven by significant gains in stocks such as Wei股份 (up 12.26%) and 南大光电 (up 11.26%) [1] - The number of new A-share accounts opened in 2025 reached 27.44 million, a 9.75% increase from 2024, indicating growing investor interest [1] Group 2 - The A500 index is noted for its balanced representation of both traditional and emerging industries, with a focus on valuation, profitability, and dividends, suggesting an increasing demand for capital allocation towards it [1] - The top ten weighted stocks in the A500 index as of December 31, 2025, include 宁德时代, 贵州茅台, and 中国平安, collectively accounting for 20.33% of the index [2] - The market is expected to continue its upward trend, supported by key sectors such as commercial aerospace, artificial intelligence, and robotics, alongside cyclical sectors like oil and non-ferrous metals [2]

Core Viewpoint - The A-share market saw a significant surge in photolithography machine concept stocks, driven by the record high of ASML, a leading company in the sector in the US stock market [1] Group 1: Stock Performance - Gaomeng New Materials approached a 20% limit up with a rise of 19.79%, reaching a market capitalization of 6.262 billion [2] - Xinyuan Microelectronics increased by nearly 18% with a market cap of 37.8 billion [2] - Jiaxian Co. rose over 15% with a market value of 2.602 billion [2] - Anji Technology saw an increase of over 12% with a market cap of 44.5 billion [2] - Nanda Optoelectronics rose by over 11% with a market capitalization of 35.5 billion [2] - Dinglong Co. increased by over 10% with a market cap of 42.1 billion [2] - Other notable stocks include Pulit, Tongcheng New Materials, Guofeng New Materials, and Changqing Technology, all hitting the 10% limit up [1] Group 2: Year-to-Date Performance - Gaomeng New Materials has a year-to-date increase of 24.08% [2] - Xinyuan Microelectronics has risen 26.23% year-to-date [2] - Jiaxian Co. has a year-to-date increase of 5.94% [2] - Anji Technology has seen a 21.09% increase year-to-date [2] - Nanda Optoelectronics has a year-to-date rise of 19.65% [2] - Dinglong Co. has increased by 18.22% year-to-date [2] - Pulit has a year-to-date increase of 33.15% [2] - Other companies like Tongcheng New Materials and Guofeng New Materials have also shown significant year-to-date performance [2]

Group 1 - The A-share market for storage chip stocks has shown strong performance, with companies like Puran Co. hitting a 20% limit up, and others such as Hengshuo Co. and Jucheng Co. rising over 13% [1] - Notably, companies like Puran Co., Zhaoyi Innovation, Anji Technology, and others have reached historical highs [1] - According to a TrendForce research report, NAND flash memory chip contract prices are expected to increase by 33%-38% in March, while traditional DRAM contract prices are projected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] Group 2 - The table lists various companies with their stock performance, including Puran Co. with a market cap of 29 billion and a year-to-date increase of 54.24% [2] - Hengshuo Co. has a market cap of 6.592 billion and a year-to-date increase of 44.06% [2] - Jucheng Co. has a market cap of 24.5 billion and a year-to-date increase of 23.43% [2]

Core Viewpoint - The photoresist sector is experiencing significant activity in the early trading session, with several companies seeing substantial stock price increases [1] Group 1: Company Performance - Tongcheng New Materials and Guofeng New Materials reached the daily limit increase in stock price [1] - Nanda Optoelectronics and Huarong Chemical saw stock price increases exceeding 10% [1] - Other companies such as Jingrui Electric Materials, Anji Technology, Glinda, and Rongda Photosensitive also experienced stock price increases [1]

Core Insights - The report emphasizes the growth opportunities in the electronic materials sector driven by rapid downstream development, technological advancements, and domestic substitution [3][5] - The semiconductor materials market is projected to grow significantly, with a forecasted sales revenue of USD 67.5 billion in 2024, reflecting a year-on-year increase of 3.8% [7][34] - The report maintains a "stronger than market" rating for the industry, indicating a positive outlook for investments in electronic materials [3][5] Semiconductor Materials - The global semiconductor materials market is expected to exceed USD 87 billion by 2029, with a compound annual growth rate (CAGR) of 4.5% from 2024 to 2029 [7][34] - China's semiconductor materials domestic substitution rate is currently around 15%, with significant reliance on imports for high-end materials [38][42] - Key materials such as CMP polishing materials, photoresists, and electronic specialty gases are seeing increased domestic production efforts, which are expected to enhance the domestic substitution rate [38][42] PCB Materials - The PCB industry is evolving towards high-frequency and high-speed applications, with increasing demand for electronic resins and fabrics [7][34] - The global market for electronic resins and fabrics used in PCB production is estimated at approximately USD 33.02 billion and USD 24.13 billion, respectively, in 2023 [7][34] - The transition to high-frequency and high-speed PCBs is driven by advancements in 5G technology and the rapid growth of data centers and cloud computing [7][34] OLED Materials - The demand for OLED materials is expected to grow rapidly due to increasing terminal application needs and the acceleration of high-generation line capacity release [7][34] - The global OLED display materials market is projected to reach USD 2.44 billion in 2024, with a CAGR of 19.8% expected from 2025 to 2031 [7][34] - Domestic OLED organic materials currently have a low substitution rate of around 12%, indicating significant growth potential as local manufacturers expand their capabilities [7][34] Investment Recommendations - The report recommends investing in companies benefiting from the semiconductor market recovery, such as Anji Technology, Yake Technology, and Jiangfeng Electronics, among others [5][34] - For AI server demand, companies like Shengquan Group and Dongcai Technology are highlighted as key players in the electronic resin market [5][34] - In the OLED sector, companies like Lite-On Optoelectronics and Wanrun Co., Ltd. are recommended due to their strong market positions [5][34] Industry Performance - The semiconductor materials index has shown a cumulative increase of 37.87% in 2025, outperforming the CSI 300 index by 18.72 percentage points [26] - The electronic chemicals index has increased by 54.98% in the same period, surpassing the CSI 300 index by 35.83 percentage points [26] - Overall, the electronic materials industry is experiencing stable growth, with significant improvements in revenue and profitability metrics [16][26]

证券代码：603650 证券简称：彤程新材 公告编号：2026-001 彤程新材料集团股份有限公司 2025年第三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：2025年12月31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，董事长Zhang Ning女士因公务未能参会，由副董 事长丁林先生主持本次股东会。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8人，董事长Zhang Ning女士因公务未能列席本次会议； 二、议案审议情况 (一)非累积投票议案 1、议案名称：关于预计2026年度日常关联交易额度 ...