Core Viewpoint - Company Grinda (603931.SH) aims to strengthen its strategic partnership with Muxi Co., enhancing its competitive capabilities by participating as a strategic investor in Muxi's initial public offering (IPO) [1] Summary by Sections Strategic Investment - Grinda will invest its own funds to subscribe for shares in Muxi's IPO, indicating a commitment to the partnership [1] - The total number of shares offered in Muxi's IPO is 40.1 million shares, priced at 104.66 yuan per share [1] Subscription Details - Grinda subscribed for 764,379 shares, amounting to a total investment of 79.9999 million yuan [1] - The shares acquired by Grinda represent 1.91% of the total shares offered in Muxi's IPO and 0.19% of Muxi's total share capital post-IPO [1]

格林达（603931）(603931.SH)发布公告，为加强公司与沐曦股份的战略合作关系，进一步提升公司的 持续竞争能力，公司将作为战略投资者以自有资金参与认购沐曦股份首次公开发行战略配售的股票。沐 曦股份首次公开发行股票数量为4010万股，发行价格为104.66元/股。公司参与认购764,379股，认购金 额为7999.99万元，本次认购获配股份数占沐曦股份首次公开发行股份总量的1.91%，占沐曦股份首次公 开发行后总股本的0.19%。 ...

(本文来自第一财经) 格林达公告，为加强公司与沐曦股份的战略合作关系，进一步提升公司的持续竞争能力，公司将作为战 略投资者以自有资金参与认购沐曦股份首次公开发行战略配售的股票。沐曦股份首次公开发行股票数量 为4010万股，发行价格为104.66元/股。公司参与认购764379股，认购金额为79999906.14元人民币，本 次认购获配股份数占沐曦股份首次公开发行股份总量的1.91%，占沐曦股份首次公开发行后总股本 40010万股的0.19%。 ...

Group 1 - The core viewpoint of the article is that the company, Glinda (603931.SH), is strengthening its strategic partnership with Muxi Co., Ltd. by participating as a strategic investor in Muxi's initial public offering (IPO) [1] - Glinda will invest 80 million RMB to subscribe for 764,379 shares in Muxi's IPO, which represents 1.91% of the total shares issued in the IPO [1] - The total number of shares issued by Muxi in the IPO is 40.1 million, with an issue price of 104.66 RMB per share [1] Group 2 - The shares Glinda is acquiring will account for 0.19% of Muxi's total share capital after the IPO [1] - This strategic investment is aimed at enhancing Glinda's competitive capabilities in the market [1]

证券代码：603931 证券简称：格林达 公告编号：2025-054 杭州格林达电子材料股份有限公司 关于对外投资的公告 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个别及连带责任。 鉴于本次投资事项是参与认购沐曦股份首次公开发行战略配售，属于临时 性商业秘密，根据《上海证券交易所股票上市规则》、《上海证券交易所上市 公司自律监管指引第 2号——信息披露事务管理》以及《杭州格林达电子材料股 份有限公司信息披露暂缓与豁免管理制度》等有关规定，并经董事会秘书、董事 长签字确认，公司已就本次对外投资事项暂缓披露，与沐曦股份首次公开发行事 项于 2025 年 12 月 4 日同步公开披露，暂缓披露期间公司股票的交易亦未发生异 常波动的情形。 重要内容提示： 投资标的名称：沐曦集成电路（上海）股份有限公司（以下简称"沐曦 股份"） 投资金额：以自有资金出资，投资金额为 79,999,906.14 元 交易实施履行的审批程序：本次对外投资事项在公司董事会决策权限 内，无需提交股东会审议 其它需要提醒投资者重点关注的风险事项：沐曦股份面临复杂的市场 ...

格林达公告，公司作为战略投资者以自有资金7999.99万元参与认购沐曦集成电路（上海）股份有限公 司首次公开发行战略配售的股票，获配股份数占首次公开发行股份总量的1.91%，占首次公开发行后总 股本4亿股的0.19%。本次认购获配股份数为76.44万股，发行价格为104.66元/股。 ...

Core Insights - The electronic chemicals sector experienced a 2.55% increase on December 1, with Rongda Photoelectric 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] Stock Performance - Rongda Photoelectric (300576) closed at 40.99, up 17.86%, with a trading volume of 671,900 shares and a transaction value of 2.677 billion [1] - Nanda Optoelectronics (300346) closed at 41.50, up 8.84%, with a trading volume of 857,200 shares and a transaction value of 3.463 billion [1] - Jingrui Electric Materials (300655) closed at 16.47, up 7.02%, with a trading volume of 1,377,700 shares and a transaction value of 2.198 billion [1] - Other notable performers include Grinda (603931) up 6.34% and Lier Technology (688683) up 5.16% [1] Capital Flow - The electronic chemicals sector saw a net inflow of 1.209 billion from institutional investors, while retail investors experienced a net outflow of 755 million [2][3] - Major stocks like Rongda Photoelectric and Nanda Optoelectronics attracted significant institutional investment, with net inflows of 465 million and 255 million respectively [3]

格林达股价创出历史新高，截至13:56，该股上涨6.31%，股价报36.38元，成交量1506.04万股，成交金 额5.26亿元，换手率7.55%，该股最新A股总市值达72.60亿元，该股A股流通市值72.60亿元。 证券时报·数据宝统计显示，格林达所属的电子行业，目前整体涨幅为1.00%，行业内，目前股价上涨的 有364只，涨停的有容大感光、科翔股份等11只。股价下跌的有118只，跌幅居前的有三孚新科、百邦科 技、东芯股份等，跌幅分别为9.63%、7.57%、7.35%。 公司发布的三季报数据显示，前三季度公司共实现营业收入4.81亿元，同比下降5.92%，实现净利润 9229.24万元，同比下降16.81%，基本每股收益为0.4600元，加权平均净资产收益率5.78%。 ...

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 Viewpoint - The article emphasizes the critical role of developing solutions in the semiconductor manufacturing process, particularly focusing on the domestic production of developer solutions in China, represented by the company Grinda (603931.SH) [3]. Group 1: Importance of Developer Solutions - Developer solutions are essential auxiliary materials in the photolithography process, responsible for dissolving unwanted photoresist to achieve precise lithographic patterns [3]. - The purity level of developer solutions directly impacts the quality of the photolithography process, highlighting their significance in semiconductor manufacturing [3]. Group 2: Domestic Market Context - The article notes that the domestic replacement process for developer solutions in the context of semiconductor localization has received little attention, despite the ongoing trend towards domestic production in the industry [3]. - Grinda is identified as the only G5-level developer solution manufacturer in China, indicating its unique position in the market [1].