证券代码：603928 证券简称：兴业股份 公告编号：2026-001 苏州兴业材料科技股份有限公司 关于使用自有资金购买理财产品的公告 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。 重要内容提示： 履行的审议程序：公司于 2025 年 4 月 28 日召开第五届董事会第八次会 议，审议通过了《关于公司使用自有资金进行现金管理的议案》，同意在确保不 影响公司日常经营的前提下，使用单日最高余额不超过人民币 5 亿元的自有资金 进行投资理财，期限自公司董事会审议通过之日起不超过 12 个月。在上述期限 内，该 5 亿元理财额度可滚动使用。并授权公司董事长行使该项投资决策权并签 署相关合同文件。公司监事会对此发表了同意意见。 特别风险提示：公司购买的理财产品为风险可控的短期现金管理产品， 但仍不排除因市场波动、宏观金融政策变化等原因引起的影响收益的情况。 投资种类：银行理财产品 投资金额：合计 16,350 万元 公司近期已累计使用人民币 16,350 万元自有资金购买理财产品，具体情况 如下： 一、投资情况概述 （一）委托理财目 ...

南财智讯1月6日电，兴业股份公告，公司使用合计1.64亿元闲置自有资金购买银行理财产品。投资金额 合计16350万元，资金来源为公司自有资金，投资品种为银行理财产品，投资期限在董事会审议通过之 日起12个月内。公司已于2025年4月28日召开第五届董事会第八次会议，审议通过《关于公司使用自有 资金进行现金管理的议案》，同意单日最高余额不超过5亿元的自有资金进行理财，额度可滚动使用， 并授权公司董事长行使投资决策权。监事会已发表同意意见。 ...

Group 1: Chemical Sector Performance - The chemical raw materials index increased by 1.62%, while the chemical machinery index decreased by 0.96%, the chemical pharmaceuticals index fell by 1.69%, and the pesticide and fertilizer index rose by 4.21% [1] - The top five rising petrochemical products included folic acid up by 20%, battery-grade lithium carbonate up by 11.08%, nitric acid up by 10.43%, sulfur up by 9.95%, and petroleum coke up by 7.23% [1] - The top five declining petrochemical products were liquid chlorine down by 34%, butadiene down by 7.69%, 2,4-D down by 6.09%, trichloroethylene down by 6.00%, and SBS down by 5.90% [1] Group 2: Oil Sector Performance - The oil processing index rose by 1.39%, while the oil extraction index fell by 0.22%, and the oil trading index increased by 3.44% [1] - International crude oil prices continued to decline, with West Texas Intermediate crude oil futures settling at $56.66 per barrel, down 1.36% from December 12, and Brent crude oil futures settling at $60.47 per barrel, down 1.06% from December 12 [1] Group 3: Capital Market Performance of Listed Chemical Companies - The top five rising listed chemical companies included Sulihua Co., Ltd. up by 30.69%, Xinri Hengli up by 27.48%, Reborn Technology up by 23.25%, Ruihua Tai up by 20.93%, and Shenjian Co., Ltd. up by 20.50% [2] - The top five declining listed chemical companies were Huarong Chemical down by 20.01%, Enjie Co., Ltd. down by 18.36%, Weike Technology down by 13.15%, Jinbantai down by 12.83%, and Xingye Co., Ltd. down by 12.63% [2]

证券之星消息，12月22日塑料板块较上一交易日上涨2.93%，神剑股份领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流入10.79亿元，游资资金净流出7.76亿元，散户资金净流 出3.03亿元。塑料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002361 | 神剑股份 | 66'8 | 10.04% | 255.09万 | | 22.25 亿 | | 603928 | 兴业股份 | 16.67 | 10.03% | 18.10万 | | 2.96/Z | | 601208 | 东材科技 | 24.21 | 9.95% | 117.18万 | | 27.69亿 | | 688585 | 上纬新材 | 106 ...

截至12月22日收盘，光刻胶概念上涨2.91%，位居概念板块涨幅第10，板块内，62股上涨，兴业股份涨 停，艾森股份、安达智能、上海新阳等涨幅居前，分别上涨18.65%、17.61%、15.88%。跌幅居前的有 航天智造、聚石化学、杭华股份等，分别下跌7.09%、1.12%、0.94%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 9.45 | 毛发医疗 | -0.70 | | 赛马概念 | 4.55 | 家庭医生 | -0.66 | | 自由贸易港 | 3.91 | 无人零售 | -0.60 | | 中芯国际概念 | 3.73 | IP经济(谷子经济) | -0.58 | | 铜缆高速连接 | 3.39 | 超级品牌 | -0.48 | | 国家大基金持股 | 3.28 | 电子竞技 | -0.45 | | F5G概念 | 3.15 | 短剧游戏 | -0.45 | | 共封装光学(CPO) | 3.14 | 租售同权 | -0.43 | | 存储芯片 | 3.02 | 草甘膦 | -0 ...

创业板指高开高走涨超2%、沪指涨0.69%收复3900点，海南自贸、算力硬件股集体走强。胜通能源7连板，一图看懂>> 海南本地股,主营水刺、热轧、浆点等无纺布卷材产品及其后加工产品,公司在海南老 城经济开发区拥有的近1000亩土地证载尚为工业用地 海南瑞泽 2天2板 海南本地股,主营商品混凝土、新型墙体材料与水泥的生产与销售以及园林绿化业务, 大股东所持部分股份将被司法拍卖 海南橡胶 中国天然橡胶产业龙头,拥有341万亩橡胶园(国内第一)、20家橡胶基地分公司 康芝药业 海南本地股,主营儿童用药,涵盖解热镇痛类、感冒类;全资子公司中山爰护专注于母 婴健康护理产品,产品涵盖驱蚊液、驱蚊花露等驱蚊产品 海德股份 海南本地股,A股唯一全资AMC标的,取得西藏AMC牌照 海南机场 公司采用参股投资形式的免税业务包括海口美兰机场免税店49%股权(离岛免税)、三 亚凤凰国际机场免税店49%股权 (离岛免税)、海南海航中免50%股权 (口岸免税) 海马汽车 公司主营业务为汽车及动力总成的研发、制造、销售及金融服务,主要产品包括海马 7X-E、海马7X和海马8S等 海南高速 海南本地股,主营高等级公路的建设及养护管理,海汽集 ...

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [5] Core Insights - The global semiconductor sales are expected to continue growing in 2025, driven by demand from AI computing, data centers, and smart driving applications. The global semiconductor sales for January to October 2025 are projected to be approximately $612.1 billion, a year-on-year increase of 21.9%, with China's semiconductor sales at about $169.4 billion, up 12.5% [1][22] - The global semiconductor market size is forecasted to reach $700.9 billion in 2025, reflecting an 11.2% year-on-year growth, with the Asia-Pacific region's market size expected to be around $370.6 billion, growing by 9.8% [1][22] - The expansion of wafer production capacity is accelerating, particularly in advanced processes, with a projected compound annual growth rate (CAGR) of 7% from 2024 to 2028 for global 12-inch wafer monthly capacity, expected to reach 11.1 million pieces by 2028 [2][26] - The demand for high-bandwidth memory (HBM) is increasing due to data centers and AI processors, with the global semiconductor materials market expected to reach approximately $70 billion in 2025, a 6% increase year-on-year [3][30] - The advanced process requires higher performance parameters for electronic chemicals, leading to a concentration of industry competition towards leading suppliers capable of meeting these demands [4][32] Summary by Sections Semiconductor Market - AI demand is driving global semiconductor sales growth, with projections for 2025 indicating a significant increase in both global and Chinese markets [1][22] - The semiconductor market is expected to grow to $700.9 billion in 2025, with a further increase to $760.7 billion in 2026 [1][22] Wafer Production Capacity - The global semiconductor wafer production capacity is set to expand significantly, particularly in advanced processes, with a CAGR of 14% for 7nm and below processes from 2024 to 2028 [2][26] Semiconductor Materials - The global semiconductor materials market is projected to grow to $70 billion in 2025, with a notable increase in China's market size to approximately 174.1 billion yuan, reflecting a 21.1% year-on-year growth [3][30] Electronic Chemicals - The advanced semiconductor processes require higher purity and stability in electronic chemicals, leading to a competitive landscape favoring top suppliers with technological and scale advantages [4][32] Investment Recommendations - The report suggests focusing on leading companies in semiconductor materials, particularly those with strong technological capabilities and deep ties to downstream wafer manufacturers [34]

中国经济网北京12月18日讯兴业股份（603928.SH）昨日晚间披露《股东减持股份计划公告》。 根据公告，股东曹连英拟自公告披露之日起15个交易日后的3个月内，通过集中竞价和/或大宗交易 方式减持所持公司股份，减持数量不超过2,620,800股，即不超过公司总股本的1%。减持价格按照减持 实施时的市场价格确定。 按上一交易日公司收盘价15.68元计算，曹连英拟减持套现合计约41,094,144元。 2024年4月26日，公司公告称，延长公司向不特定对象发行可转换公司债券股东大会决议有效期及 相关授权有效期，即延长至2025年7月18日。 (责任编辑：魏京婷) 本次减持不会对公司治理结构及持续经营情况产生重大影响。减持计划实施不会导致上市公司控制 权发生变更。 2025年7月1日，兴业股份披露《持股5%以上股东权益变动触及1%刻度暨股东减持股份结果公 告》。沈根珍通过集中竞价方式减持公司股份2,620,000股，占公司总股本的1.00%，本次减持计划实施 完毕。减持价格区间为11.40至18.28元/股，减持总金额为36,532,486.10元。 截至公告披露日，曹连英直接持有公司股份6,568,770股，并 ...

Core Viewpoint - The A-share market's photolithography machine sector experienced a significant rally, with multiple companies showing strong gains on December 18, indicating positive market sentiment and potential growth in this industry [1]. Group 1: Company Performance - XINLAI YINGCAI (300260) saw an increase of 11.63%, with a total market capitalization of 22.7 billion and a year-to-date increase of 105.59% [2]. - KEMET GAS (002549) achieved a 10% rise, bringing its market cap to 15.5 billion and a remarkable year-to-date increase of 262.64% [2]. - SAIWEI ELECTRONICS (300456) rose by 6.43%, with a market value of 47.4 billion and a year-to-date increase of 276.89% [2]. - JINGHUA LASER (603607) increased by 6.45%, with a market cap of 4.715 billion and a year-to-date increase of 65.31% [2]. - BLUEYING EQUIPMENT (300293) rose by 5.91%, with a market capitalization of 7.517 billion, but a year-to-date decrease of 2.24% [2]. - SUDA WEIGE (300331) increased by 5.07%, with a market cap of 8.179 billion and a year-to-date increase of 45.63% [2]. - LIUSHI CO., LTD (603928) saw a rise of 3.89%, with a market cap of 4.269 billion and a year-to-date increase of 98.99% [2]. - QICAI CHEMICAL (300758) increased by 3.82%, with a market cap of 5.185 billion and a year-to-date increase of 6.59% [2]. - GAOMENG NEW MATERIAL (300200) rose by 3.71%, with a market cap of 5.659 billion and a year-to-date increase of 60.67% [2]. - MAOCAI OPTICS (688502) increased by 3.33%, with a market cap of 21.6 billion and a year-to-date increase of 103.33% [2].

Core Viewpoint - On December 17, several A-share listed companies disclosed their shareholding changes, with some announcing share buybacks while others reported share reductions by major shareholders [1][2]. Group 1: Share Buybacks - Shijian Detection plans to increase its shareholding by 8 million to 12 million yuan [3]. - Huakai Yibai intends to repurchase shares worth 15 million to 30 million yuan [3]. - China Zhongzhi plans to buy back A-shares worth 1 billion to 2 billion yuan [3]. Group 2: Share Reductions - Huayi Brothers' shareholding by Alibaba's investment arm and its concerted parties has dropped below 5% [4]. - Aojie Technology completed a share reduction plan, reducing its total share capital by 3% [4]. - Shareholder Strai of Zhonglun New Materials plans to reduce its stake by no more than 2% [4]. - Shareholder Wang Xianggao of Dayang Biology intends to reduce his stake by no more than 0.68% [4]. - Shareholders of Sanwei Tiandi plan to collectively reduce their holdings by no more than 3.07% [4]. - Directors and executives of Changying Precision plan to reduce their holdings by no more than 0.0281% [4]. - The controlling shareholder of Zhaobiao Co. plans to reduce its stake by no more than 3% [4]. - Jin Feng Technology has completed its reduction plan for Harmony Health Insurance's universal products [4]. - Hubble Investment's stake in Tianyue Advanced has decreased to 5% [4]. - Shareholder Yagor Garment of Shengtai Group plans to reduce its stake by no more than 3% [4]. - Shareholder Cao Lianying of Xingye Co. intends to reduce his stake by no more than 1% [4].