Group 1 - The plastic sector experienced a rise of 0.81% on December 1, with Cangzhou Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] - Key stocks in the plastic sector showed significant increases, with Cangzhou Mingzhu rising by 10.00% to a closing price of 5.17 [1] Group 2 - The plastic sector saw a net inflow of 306 million yuan from main funds, while retail investors experienced a net outflow of 349 million yuan [2] - The top stocks by main fund inflow included Guofeng New Materials with 286 million yuan and Cangzhou Mingzhu with 143 million yuan [3] - Retail investors showed significant outflows in several stocks, including Cangzhou Mingzhu and Guofeng New Materials, indicating a shift in investor sentiment [3]

证券代码：603928 证券简称：兴业股份 公告编号：2025-045 苏州兴业材料科技股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 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。 苏州兴业材料科技股份有限公司（以下简称"公司"）2025 年第三季度业 绩说明会于 2025 年 12 月 1 日 15:00-16:00 通过上海证券交易所上证路演中心 以网络互动方式召开。公司已于 2025 年 10 月 30 日在上海证券交易所网站 (www.sse.com.cn)及指定披露媒体披露了《兴业股份关于召开 2025 年第三季度 业绩说明会的公告》（公告编号：2025-043）。现将说明会召开情况公告如下： 一、本次业绩说明会召开情况 2025 年 12 月 1 日，公司董事长兼总经理王进兴先生、独立董事华永荦先 生、财务总监陆佳先生及董事会秘书蒋全志先生出席了本次业绩说明会。与投 资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题 进行了回答。 二、本次业绩说明会投资者提出的主要问题（包括会 ...

Market Performance - The A-share market rebounded, with the Shanghai Composite Index surpassing 3900 points, closing up 0.65%, while the Shenzhen Component and ChiNext Index rose by 1.25% and 1.31% respectively [3] - A total of 3398 stocks increased in value, with 76 stocks hitting the daily limit up, while 1872 stocks declined [4] Sector Highlights - The consumer electronics sector saw a collective surge, particularly in AI smartphone-related stocks, with companies like ZTE Corporation and Chaoyang Technology reaching their daily limit up [6] - The commercial aerospace concept stocks continued their strong performance, with companies such as Reco Defense and Tongyu Communication also hitting the daily limit up. The establishment of a dedicated regulatory body for commercial aerospace in China is seen as a significant milestone for the industry [9] - Stocks related to photolithography machines and photolithography materials experienced gains, with companies like Xingye Co. and Guofeng New Materials reaching their daily limit up [11] Company-Specific News - Emei Mountain A shares hit the daily limit up, driven by the announcement of a shareholder reward program. Shareholders holding over 500 shares will receive free entry to the Emei Mountain scenic area and discounts on various services [14][15]

Core Viewpoint - The company announced a significant increase in revenue and profit for the first three quarters of 2025, attributed to higher product sales and lower costs [1] Financial Performance - The company achieved an operating income of 1.175 billion yuan, representing a year-on-year increase of 8.15% [1] - The total profit reached 82.9917 million yuan, showing a year-on-year growth of 105.69% [1] - The net profit attributable to shareholders was 74.0566 million yuan, which is a year-on-year increase of 102.43% [1] Dividend Distribution - In September, the company implemented a semi-annual profit distribution, with a cash dividend of 0.08 yuan per share, totaling 20.9664 million yuan distributed [1] Upcoming Events - The company will hold a third-quarter performance briefing on December 1, 2025, from 15:00 to 16:00, with the chairman and general manager in attendance [1]

Core Points - The Shanghai Composite Index closed at 3914.01 points, above the six-month moving average, with an increase of 0.65% [1] - The total trading volume of A-shares reached 1,889.449 billion yuan [1] - A total of 209 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Guanghetong (300638) saw a price increase of 20.01% with a deviation rate of 15.61% from the six-month moving average [1] - Haosheng Electronics (920701) increased by 29.97%, with a deviation rate of 13.15% [1] - Rongda Photoelectric (300576) rose by 17.86%, with a deviation rate of 10.61% [1] Trading Metrics - The trading turnover rate for Guanghetong was 27.35% [1] - Haosheng Electronics had a turnover rate of 15.75% [1] - Rongda Photoelectric's turnover rate was 28.88% [1] Additional Notable Stocks - Chaoyang Technology (002981) increased by 10.00% with a deviation rate of 9.28% [1] - Xingye Stock (603928) rose by 9.99% with a deviation rate of 8.35% [1] - Tianjian Stock (301383) increased by 19.91% with a deviation rate of 8.08% [1]

Core Viewpoint - The domestic photolithography machine sector is experiencing significant growth potential, driven by increasing localization efforts and technological advancements in China [1]. Industry Summary - The photolithography machine concept stocks surged, with Huaron Chemical hitting a 20% limit up and other companies like Rongda Photosensitive and Xingye Shares also seeing substantial gains [1]. - According to research from Toubao Institute, the localization rate of photolithography machines in China was less than 1% in 2022, marking it as the segment with the lowest localization among semiconductor equipment [1]. - Under the support of the 02 Special Project and policy guidance, domestic companies in the photolithography machine and component sectors are making continuous progress [1]. Company Summary - In 2016, Shanghai Microelectronics shipped the 90nm ArF photolithography machine SSA600 series, marking a significant milestone in the commercialization of domestic photolithography machines [1]. - In 2020, Huazhuo Precision Technology achieved mass production of a dual-workpiece stage, breaking ASML's long-standing monopoly in this area [1]. - By 2025, Harbin Institute of Technology announced the successful development of a 13.5nm wavelength EUV light source, while the Shanghai Institute of Optics and Fine Mechanics of the Chinese Academy of Sciences achieved breakthroughs in all-solid-state deep ultraviolet light sources, advancing domestic chip process verification capabilities to the theoretical limit of 3nm [1].

Core Viewpoint - The stock prices of several companies in the optical materials sector have experienced significant increases, indicating a positive market sentiment towards these companies [1] Group 1: Company Performance - Rongda Photoelectric (容大感光) saw its stock price rise by over 15% [1] - Guofeng New Materials (国风新材) previously reached its daily limit increase [1] - Other companies such as Nanda Optoelectronics (南大光电), Jinhua New Materials (锦华新材), Gaomeng New Materials (高盟新材), Tongcheng New Materials (彤程新材), and Xingye Co. (兴业股份) also experienced rapid price increases [1]

Core Viewpoint - The A-share market's photoresist sector experienced a significant surge due to related rumors, indicating heightened investor interest and potential market movements in this industry [1] Company Summaries - Rongda Photoelectric saw its stock price increase by over 16% [1] - Guofeng New Materials and Xingye Co. both hit the 10% daily limit up [1] - Nanda Optoelectronics' stock rose by more than 9% [1] - Other companies such as Tongcheng New Materials, Jiaxian Co., Glinda, Aerospace Zhiguang, Gaomeng New Materials, and Jingsai Technology all experienced stock increases of over 6% [1] - Wavelength Optoelectronics, New Lai Materials, and Woge Optoelectronics saw their stock prices rise by over 5% [1]

Core Insights - The A-share market has seen a strong performance in the photoresist sector, with several stocks experiencing significant gains [1] Group 1: Stock Performance - Saiwei Electronics (300456) increased by 14.01%, with a total market capitalization of 22.3 billion and a year-to-date increase of 77.59% [2] - Tengjing Technology (688195) rose by 11.15%, with a market cap of 19.5 billion and a remarkable year-to-date increase of 275.25% [2] - Guofeng New Materials (000859) saw a gain of 9.97%, with a market cap of 6.424 billion and a year-to-date increase of 41.70% [2] - Tongcheng New Materials (603650) increased by 7.06%, with a market cap of 25.3 billion and a year-to-date increase of 19.30% [2] - Dongfang Jiasheng (002889) rose by 6.37%, with a market cap of 6.118 billion and a year-to-date increase of 13.31% [2] - Nanda Optoelectronics (300346) increased by 4.32%, with a market cap of 26.9 billion and a year-to-date increase of 21.84% [2] - Xinlai Materials (300260) rose by 3.64%, with a market cap of 22.6 billion and a year-to-date increase of 105.07% [2] - Xingye Co., Ltd. (603928) increased by 3.32%, with a market cap of 4.162 billion and a year-to-date increase of 93.98% [2] - United Chemical (301209) rose by 3.26%, with a market cap of 13 billion and a year-to-date increase of 500.15% [2] - Jiaxian Co., Ltd. (920489) increased by 3.14%, with a market cap of 2.78 billion and a year-to-date increase of 25.17% [2]

Group 1 - The core viewpoint of the news is that the A-share market for photoresist concept stocks has shown strong performance, with several companies experiencing significant stock price increases [1] Group 2 - Saiwei Electronics (300456) saw a stock price increase of 14.01%, with a total market capitalization of 22.3 billion and a year-to-date increase of 77.59% [2] - Tengjing Technology (688195) experienced an 11.15% rise, with a market cap of 19.5 billion and a year-to-date increase of 275.25% [2] - Guofeng New Materials (000859) increased by 9.97%, with a market cap of 6.424 billion and a year-to-date increase of 41.70% [2] - Tongcheng New Materials (603650) rose by 7.06%, with a market cap of 25.3 billion and a year-to-date increase of 19.30% [2] - Dongfang Jiasheng (002889) increased by 6.37%, with a market cap of 6.118 billion and a year-to-date increase of 13.31% [2] - Nanda Optoelectronics (300346) saw a 4.32% increase, with a market cap of 26.9 billion and a year-to-date increase of 21.84% [2] - New Lai Materials (300260) rose by 3.64%, with a market cap of 22.6 billion and a year-to-date increase of 105.07% [2] - Xingye Co., Ltd. (603928) increased by 3.32%, with a market cap of 4.162 billion and a year-to-date increase of 93.98% [2] - United Chemical (301209) saw a 3.26% increase, with a market cap of 13 billion and a year-to-date increase of 500.15% [2] - Jiaxian Co., Ltd. (920489) rose by 3.14%, with a market cap of 2.78 billion and a year-to-date increase of 25.17% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]