兴业股份再度涨停，8个交易日内录得6个涨停，累计涨幅为74.36%，累计换手率为123.35%。截至 9:45，该股今日成交量3679.68万股，成交金额7.06亿元，换手率14.04%。最新A股总市值达51.87亿元。 （文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.27 | 5.45 | 23.98 | -8095.61 | | 2025.06.26 | -6.67 | 23.62 | 1378.62 | | 2025.06.25 | 9.99 | 22.07 | -3567.88 | | 2025.06.24 | 9.99 | 2.64 | -170.86 | | 2025.06.23 | 9.97 | 10.80 | 3890.75 | | 2025.06.20 | 10.01 | 15.09 | -226.49 | | 2025.06.19 | 10.04 | 11.10 | 6893.84 | | 2025.06.18 | -1.30 | 7.45 | ...

Group 1 - The core viewpoint of the articles emphasizes the importance of lithography machines in the semiconductor industry, highlighting recent stock price surges of related companies due to government support for technological self-reliance and innovation [1][2] - The State Council's meeting on June 27 stressed the need for enhancing responsibility and urgency in advancing high-level technological self-reliance, focusing on breaking through key core technologies and integrating technological innovation with industrial innovation [1] - Lithography is identified as the most critical and complex process in integrated circuit manufacturing, accounting for approximately one-third of manufacturing costs and 40%-50% of the time spent in the process [2] Group 2 - The lithography machine market is dominated by ASML, Nikon, and Canon, with a growing demand for high-end EUV and DUV lithography machines, while there remains significant demand for i-line lithography machines [2] - There is a vast market potential for domestic breakthroughs in certain categories of lithography machines, which could lead to substantial growth opportunities for companies involved in the lithography supply chain [2] - Companies such as Blue Ying Equipment, Wavelength Optoelectronics, and others have seen significant stock price increases, indicating strong market interest and potential investment opportunities in the lithography equipment sector [1]

Core Viewpoint - The stock of Suzhou Xingye Materials Technology Co., Ltd. has experienced significant volatility and growth since mid-June, with a notable increase in price and trading activity, attributed to market interest in its phenolic resin products for semiconductor applications and solid-state batteries [2][3][4]. Group 1: Stock Performance - Since June 13, the stock price of Xingye has surged from 10.78 yuan to a peak of 20 yuan, before settling at 17.99 yuan, marking a 66.88% increase in two weeks and a market capitalization nearing 5 billion yuan [2]. - The company has issued multiple announcements regarding abnormal stock trading fluctuations, indicating that its main business remains unchanged and production operations are normal [3]. Group 2: Business Operations and Revenue - Xingye's primary business involves the research, production, and sales of organic synthetic resins, with phenolic resin being a key product used in various applications, including semiconductor photoresists and solid-state battery materials [2][3][6]. - Despite the recent stock price surge, the company reported a decline in revenue over the past three years, with revenues of 1.787 billion yuan in 2022, 1.5 billion yuan in 2023, and projected 1.484 billion yuan in 2024 [5]. - The company's gross margin for synthetic resins is low at 10.49%, down 3.12 percentage points from the previous year, indicating pressure from rising raw material costs and competitive pricing [6]. Group 3: Market Context and Future Prospects - The market has linked Xingye's products to the solid-state battery sector, highlighting the advancements in phenolic resin applications for battery anodes, which are seen as critical for future energy storage technologies [4]. - The company has acknowledged that its phenolic resin for semiconductor applications is still in the sample testing phase and has not yet generated significant revenue [3]. Group 4: Shareholder Dynamics - The company is controlled by a family group, with significant shareholding concentrated among a few individuals, including the largest shareholder holding 28.17% [7][8]. - The actual controller, Shen Genzhen, plans to reduce her shareholding, citing personal asset allocation needs, which coincides with a favorable market price for her shares [8].

Core Viewpoint - The stock price of Xingye Co., Ltd. has surged due to market interest in its semiconductor photoresist phenolic resin, although the product is still in the sample testing phase and has not yet generated sales revenue [1][3][5]. Group 1: Stock Performance - Xingye Co., Ltd. experienced a significant stock price increase, with a cumulative rise of 70% since the beginning of June, reaching a peak of 17.06 yuan per share from a low of 7.46 yuan per share earlier this year [6][3]. - The stock has seen two rounds of price increases this year, with the first round occurring from January 17 to 24, and the second round starting on June 13, culminating in five consecutive trading days of price increases [3][6]. - On June 25, the stock reached a trading volume of 10.32 billion yuan, marking a new high with a turnover rate of 22.07% [2]. Group 2: Financial Performance - Despite the stock price surge, the company's financial performance has been under pressure, with a continuous decline in both revenue and net profit over the past three years [9][10]. - From 2022 to 2024, the company's revenue is projected to decline from 17.87 billion yuan to 14.84 billion yuan, with corresponding net profits decreasing from 1.16 billion yuan to 0.41 billion yuan [9][10]. - In the first quarter of this year, the net profit was reported at 0.13 billion yuan, reflecting a year-on-year decline of 17.47% [11]. Group 3: Research and Development - The company's research and development investment has decreased, with 2024's R&D expenditure at 0.48 billion yuan, down from 0.62 billion yuan in 2021 [12]. - The company has acknowledged the market's interest in its photoresist business, but the actual impact on performance remains uncertain as the product is still in the testing phase [4][13]. Group 4: Ownership Structure - Xingye Co., Ltd. is characterized as a family-owned enterprise, with significant control held by the founding families [8]. - The top nine shareholders are all related parties, collectively controlling 68.97% of the company's shares [8]. Group 5: Market Outlook - The market is closely watching whether Xingye Co., Ltd. can successfully advance its photoresist business and improve its financial standing [13].

Group 1 - The stock of Xingye Co., Ltd. (603928) experienced a decline of 6.67% today, with a turnover rate of 23.62% and a trading volume of 1.182 billion yuan, showing a fluctuation of 18.36% [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its daily fluctuation value reaching 18.36%, with a net buying amount of 42.6025 million yuan from brokerage seats [2] - The top five brokerage seats on the list had a total transaction amount of 175 million yuan, with a buying transaction amount of 109 million yuan and a selling transaction amount of 66.1381 million yuan, resulting in a net buying of 42.6025 million yuan [2] Group 2 - In the past six months, the stock has appeared on the "Dragon and Tiger List" 10 times, with an average price increase of 2.58% the day after being listed and an average increase of 7.48% over the following five days [3] - The stock saw a net inflow of 13.7862 million yuan in main funds today, with a significant single net inflow of 58.645 million yuan, while large single funds experienced a net outflow of 44.8588 million yuan [3] - The company's Q1 report indicated a total revenue of 364 million yuan, representing a year-on-year growth of 8.63%, while net profit was 13.0151 million yuan, reflecting a year-on-year decline of 17.47% [3]

Group 1 - Nord Shares' copper foil business for solid-state batteries contributes less than 1% to total revenue, indicating limited impact on overall performance [1] - Xiangtan Electric's subsidiary is collaborating with solid-state battery companies but has not yet generated revenue from this effort [2] - Xingye's phenolic resin for semiconductor photoresist is still in sample testing and has not yet signed supply contracts, thus not affecting company performance [3] Group 2 - Guoxuan High-Tech's solid-state battery technologies are in trial production and testing phases, with no commercial application yet, not significantly impacting overall performance [4] - Tianji's subsidiary has obtained a patent for lithium sulfide and is advancing towards industrialization, though risks remain regarding commercialization [5] - Longpan Technology's subsidiary is developing solid-state battery precursors, currently in testing stages, with no revenue generated yet [6] Group 3 - Sitiwei's major shareholder has reduced holdings by 261.2 million shares, representing 0.65% of total shares [7] - *ST Huamei's controlling shareholder is transferring shares to raise funds, changing the controlling entity to Jilin Provincial State-owned Assets Supervision and Administration Commission [8] - Zhina Compass confirms normal operations with no undisclosed significant matters affecting stock performance [9] Group 4 - Anlu Technology's major shareholder has reduced holdings to 5.94% after selling 3.29 million shares [10] - *ST Yazhen warns of potential stock trading anomalies and may apply for a trading suspension if necessary [11] - Hailian Jinhui is in the process of transferring ownership of a third-party payment business [12] Group 5 - Changchuan Technology expects a net profit increase of 67.54% to 95.46% for the first half of 2025, driven by strong demand in the integrated circuit industry [13]

证券代码：603928 证券简称：兴业股份 公告编号：2025-027 苏州兴业材料科技股份有限公司 股票交易异常波动公告 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： ●苏州兴业材料科技股份有限公司（以下简称"公司"）股票于 2025 年 6 月 23 日、6 月 24 日、6 月 25 日连续三个交易日收盘价格涨幅偏离值累计达 20%，根据《上海证券交易所股票交易规则》的有关规定，属于股票交易异常波 动情形。 ●公司股票自 2025 年 6 月 19 日至 2025 年 6 月 25 日，已连续 5 个交易日 涨停。截止 2025 年 6 月 25 日收盘，公司 6 月份股价累计涨幅为 82.44%。根据 证监会行业分类，公司所属"化学原料和化学制品制造业"，公司在中证指数 有限公司查询的最新（数据统计至 2025 年 6 月 24 日）行业静态市盈率为 23.98 倍，公司当前（数据统计至 2025 年 6 月 24 日）的最新市盈率为 107.50 倍，公司市盈率已严重偏离行业平均水平。公司股价短期涨 ...

苏州兴业材料科技股份有限公司： 关于对苏州兴业材料科技股份有限公司 股票交易异常波动询问函的回复 王进兴 王泉兴 本人已于 2025 年 6 月 25 日收到贵司发来的《苏州兴业材料科技股份有限公 司股票交易异常波动询问函》，经认真核实，现回复如下： 本人作为苏州兴业材料科技股份有限公司实际控制人之一，截至本询问函签 署之日，本人不存在影响公司股票交易异常波动的重大事项，不存在筹划涉及上 市公司的重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 特此回复！ （以下无正文） （本页无正文，为《关于对苏州兴业材料科技股份有限公司股票交易异常波动询 问函的回复》的签字页) 实际控制人签字: 曹连英 头几相比 沈根珍 2025年 6月25日 ...

Group 1 - The core point of the article is that Xingye Co., Ltd. is currently in the sample testing phase for its phenolic resin business used in semiconductor photoresists, and has not yet signed any supply contracts [1] - The company's stock has experienced a significant price fluctuation, with a cumulative increase of 20% over three consecutive trading days, which is classified as an abnormal trading situation [1] - The company confirms that its production and operations are normal and that there are no major events affecting the abnormal stock price fluctuations [1] Group 2 - The phenolic resin business related to semiconductor photoresists has not generated any sales revenue yet, and its future progress remains uncertain [1] - The company has stated that it does not have any undisclosed major information that should be disclosed [1]

Core Viewpoint - The company, Xingye Co., Ltd. (603928.SH), has clarified its business progress regarding semiconductor photoresist phenolic resin and the resin used for the C919 aircraft brake pads, indicating that both projects are in early stages with limited revenue impact [2] Group 1: Business Progress - The semiconductor photoresist phenolic resin is currently in the sample testing phase, with no supply contracts signed and no sales revenue generated, indicating uncertainty in future progress [2] - The sales scale for the resin used in the C919 aircraft brake pads is small, with revenue of 22,900 yuan in 2024 and 32,900 yuan from January to May 2025 [2] - The market for the brake pad resin is limited, primarily serving the C919 aircraft, with other customers still under development [2] Group 2: Stock Performance - Since June, Xingye Co., Ltd. has seen a strong stock performance, with a cumulative increase of 51.77% from the beginning of the month, while the Shanghai Composite Index only increased by 1.01% during the same period [3] Group 3: Shareholder Actions and Financial Performance - Prior to the recent stock price increase, the controlling shareholder, Shen Genzhen, disclosed a plan to reduce holdings by up to 2.6208 million shares (1% of total shares) starting May 23, which is currently in implementation [5] - Financial data indicates significant pressure on the company's performance, with 2024 revenue projected at 1.484 billion yuan, a year-on-year decline of 1.09%, and a net profit of 41 million yuan, down 46.65% year-on-year [5] - In Q1 2025, the company continued to face pressure, reporting revenue of 364 million yuan, an 8.63% year-on-year increase, but a net profit of 13 million yuan, down 17.47% year-on-year, reflecting a "revenue increase without profit increase" trend [5]