证券日报网讯1月12日，晨光新材（605399）在互动平台回答投资者提问时表示，截至2026年1月10日， 公司合并普通账户和融资融券信用账户后的股东总户数为25331户。 ...

Core Viewpoint - The Ministry of Commerce of China has initiated an anti-dumping investigation into imports of dichlorosilane from Japan, which is expected to impact the domestic market and local manufacturers significantly [6][3]. Group 1: Investigation Details - The anti-dumping investigation period is set from July 1, 2024, to June 30, 2025, with the damage investigation period from January 1, 2022, to June 30, 2025 [6][3]. - The investigation officially commenced on January 7, 2026, and is expected to conclude by January 7, 2027, with a possible extension of six months under special circumstances [6][3]. Group 2: Market Impact - The quantity of dichlorosilane imported from Japan has been increasing, while prices have dropped by 31% from 2022 to 2024, leading to a decline in domestic manufacturers' capacity utilization from 82% to 61% [3][7]. - If dumping is confirmed, it may lead to anti-dumping duties, increasing import costs and narrowing the price gap with domestic products, which would benefit local companies [9][4]. Group 3: Domestic Production Capacity - China's total production capacity for dichlorosilane is approximately 190,000 tons per year, with 150,000 tons for industrial grade and 40,000 tons for electronic grade [8][4]. - Major players in the market include: - Hoshine Silicon Industry: 125,000 tons total capacity [9] - Xin'an Chemical: 20,000 tons electronic grade capacity [9] - Yake Technology: 5,200 tons electronic grade capacity [9] - Sanfu Technology: 5,000 tons electronic grade capacity [9] - Dongyue Group: 15,000 tons combined capacity [9]. Group 4: Market Growth Projections - The market size for dichlorosilane in China is projected to reach 2.58 billion yuan in 2024, with an expected compound annual growth rate of 12.3% from 2025 to 2030, potentially exceeding 5 billion yuan by 2030 [9][4]. - The anti-dumping investigation is anticipated to accelerate the domestic production of electronic grade dichlorosilane, with the localization rate expected to rise from 32% in 2027 to over 45% [9][4].

（文章来源：证券日报） 证券日报网讯 1月6日，晨光新材在互动平台回答投资者提问时表示，截至2025年12月31日，公司合并 普通账户和融资融券信用账户后的股东总户数为24402户。 ...

Group 1 - The stock price of Chenguang New Materials increased by 2.05% on January 6, reaching 13.96 yuan per share, with a total market capitalization of 4.359 billion yuan [1] - The company has seen a year-to-date stock price increase of 3.25%, but a decline of 0.36% over the last five trading days and a 7.30% drop over the last 20 days [1] - Chenguang New Materials specializes in the research, production, and sales of functional silane raw materials, intermediates, and finished products, with functional silane accounting for 88.31% of its main business revenue [1] Group 2 - As of December 19, the number of shareholders for Chenguang New Materials decreased by 7.90% to 25,500, while the average circulating shares per person increased by 8.57% to 12,223 shares [2] - For the period from January to September 2025, the company reported an operating revenue of 793 million yuan, a year-on-year decrease of 9.06%, and a net profit attributable to shareholders of -33.79 million yuan, a decline of 173.67% [2] Group 3 - Chenguang New Materials has distributed a total of 290 million yuan in dividends since its A-share listing, with 159 million yuan distributed over the past three years [3]

（文章来源：证券日报） 证券日报网讯 12月24日，晨光新材在互动平台回答投资者提问时表示，截至2025年12月19日，公司合 并普通账户和融资融券信用账户后的股东总户数为25489户。 ...

Core Viewpoint - The silicon-based new materials industry is a crucial component of strategic emerging industries such as electronic information, new energy, and environmental protection, with significant government support driving its development [1][8]. Industry Overview - Silicon-based new materials are essential for various strategic emerging industries, including semiconductors, new energy, and aerospace, and include types such as organic silicon, silicon carbide, and microcrystalline silicon [4][10]. - The industry has seen substantial advancements in technology and capacity expansion, breaking foreign monopolies and enhancing overall competitiveness [1][8]. Market Size and Growth - The market size of China's silicon-based new materials industry is projected to reach 58.901 billion yuan in 2024, reflecting a year-on-year increase of 10.9% [1][9]. - The production volume of silicon-based new materials is expected to grow from 1.5265 million tons in 2019 to 5.4563 million tons by 2024, with a compound annual growth rate of 29.0% [9][10]. Industry Chain - The industry chain consists of upstream raw materials (metal silicon, silicon wafers), midstream manufacturers (producers of various silicon-based materials), and downstream applications (semiconductors, photovoltaic cells, and new energy vehicles) [5][6]. Competitive Landscape - The competitive landscape is characterized by a mix of leading enterprises and emerging market participants, with major players like Hoshine Silicon Industry, Jianghan New Materials, and Dongyue Silicon Materials dominating the market [11][12]. Future Trends - Market demand for silicon-based new materials is expected to expand further, driven by growth in sectors such as photovoltaics, semiconductors, and new energy vehicles [15]. - Technological innovation and industry upgrades will provide new momentum for the sector, with increasing requirements for material purity and performance in semiconductor applications [16]. - Continuous government support and policies aimed at promoting new material research and industrialization will create a favorable environment for the industry's growth [17].

（编辑 丛可心） 证券日报网讯 12月22日晚间，晨光新材发布公告称，因1名原激励对象已离职，董事会决定回购注销其 已获授但尚未解除限售的全部限制性股票6000股，注销日期为2025年12月25日，回购价格6.03元/股， 注销后公司总股本将由312241328股变更为312235328股。 ...

公告显示，本次回购注销涉及1名已离职激励对象。经第三届董事会第十四次会议审议通过，公司决定 对该名激励对象已获授但尚未解除限售的0.60万股限制性股票进行回购注销。 回购注销具体安排：数量、价格及时间表 登录新浪财经APP 搜索【信披】查看更多考评等级 江西晨光新材料股份有限公司（下称"晨光新材"）近期就2024年限制性股票激励计划披露回购注销事 项。因1名激励对象离职，公司拟对其已获授但尚未解除限售的限制性股票进行回购注销，涉及数量 0.60万股，回购价格6.03元/股，预计总金额约3.62万元，相关手续预计于2025年12月25日完成。 回购注销原因：激励对象离职触发条款 根据晨光新材2024年限制性股票激励计划（下称"《激励计划（草案）》"）相关规定，激励对象若因辞 职、被辞退、裁员或劳动合同到期不再续约等原因离职，其已获授但尚未解除限售的限制性股票不得解 除限售，需由公司按授予价格回购注销。 截至公告披露日，晨光新材已按规定公告了第三届董事会第十四次会议决议、《关于拟回购注销部分限 制性股票的公告》等文件，履行了现阶段信息披露义务。后续，公司将根据回购注销进展情况，继续履 行信息披露义务，并依照《公司 ...

证券代码：605399 证券简称：晨光新材 公告编号：2025-064 关于股权激励限制性股票回购注销实施公告 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： 回购注销原因：由于 1 名原激励对象因个人原因已离职，已不符合江西 晨光新材料股份有限公司（以下简称"公司"）2024 年限制性股票激励计划中 有关激励对象的规定，董事会审议决定取消上述激励对象资格并回购注销其已获 授但尚未解除限售条件的全部限制性股票 0.6 万股。 本次回购注销股份的有关情况： | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | | | --- | --- | --- | --- | --- | --- | | 6,000 | 6,000 | 2025 年 | 12 | 月 25 | 日 | 一、本次限制性股票回购注销的决策与信息披露 公司于 2025 年 10 月 29 日召开第三届董事会第十四次会议，审议通过了《关 于拟回购注销部分限制性股票的议案》，鉴于 1 名激励对象因个人原因离职，根 据《上市公司股权激 ...

北京金诚同达（上海）律师事务所 关于 江西晨光新材料股份有限公司 2024 年限制性股票激励计划 回购注销事项的 法律意见书 上海市浦东新区世纪大道88号金茂大厦35层 电话：86-21-3886 2288 传真：021-3886 2288*1018 北京金诚同达（上海）律师事务所 法律意见书 释 义 在本法律意见书内，除非文意另有所指，下列词语具有下述涵义： | 晨光新材、公司 | 指 | 江西晨光新材料股份有限公司 | | --- | --- | --- | | 本激励计划、2024 年激 | 指 | 江西晨光新材料股份有限公司 2024 年限制性股票激励计划 | | 励计划 | | | | 《激励计划（草案）》 | 指 | 《江西晨光新材料股份有限公司 2024 年限制性股票激励计 | | | | 划（草案）》 | | 限制性股票 | 指 | 公司根据本激励计划规定的条件和价格，授予激励对象一定 数量的公司股票，该等股票设置一定期限的限售期，在达到 | | | | 本激励计划规定的解除限售条件后，方可解除限售流通 | | 激励对象 | 指 | 按照本激励计划规定，获得限制性股票的公司董事、高级管 | | ...