Core Viewpoint - The Yantai Economic and Technological Development Zone has announced the planning land public notice for the BOE High-end Display Materials Research Institute project, indicating a significant investment in electronic materials research and development in the region [1]. Group 1: Project Overview - The project is located in the Yantai Development Zone B-9 area, covering an area of 33,344 square meters (50 acres) with a building area of 54,544.21 square meters, constructed by Yantai BOE Materials Technology Co., Ltd [1]. Group 2: Company Background - Yantai BOE Materials focuses on the research and sales of electronic specialty materials, with existing products undergoing promotion and validation [3]. - The company is a joint investment by four enterprises, with a total investment of 800 million yuan. BOE Materials contributed 464 million yuan (58%), Wanrun Co., Ltd. contributed 160 million yuan (20%), Debang Technology contributed 144 million yuan (18%), and Yeda Economic Development contributed 32 million yuan (4%) [3]. - BOE Materials was established in August 2024 with a registered capital of 500 million yuan, focusing on new material technology research and sales [3]. Group 3: Partner Companies - Wanrun Co., Ltd. specializes in environmental materials, electronic information materials, new energy materials, and life sciences and pharmaceuticals, with products including liquid crystal materials, OLED materials, and polyimide materials [3]. - Debang Technology is dedicated to the research and industrialization of high-end electronic packaging materials, producing electronic-grade adhesives and functional film materials for various packaging processes [4].

证券代码：688035 证券简称：德邦科技 公告编号：2025-047 烟台德邦科技股份有限公司 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1、经财务部门初步测算，预计 2025 年半年度营业收入为 68,700 万元到 69,200 万元，与上年同期相比，将增加 22,402.46 万元到 22,902.46 万元，同 比增长 48.39%到 49.47%。 2025 年半年度业绩预增的自愿性披露公告 1 （一）营业收入： 46,297.54 万元。 2、预计 2025 年半年度实现归属于母公司所有者的净利润为 4,300 万元到 4,700 万元，与上年同期相比，将增加 928.93 万元到 1,328.93 万元，同比增长 27.56%到 39.42%。 3、预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利 润为 4,200 万元到 4,600 万元，与上年同期相 ...

Investment Rating - The report rates the chemical industry as "Outperform" [2] Core Views - The industry has been significantly impacted by tariff-related policies and fluctuations in crude oil prices this year. Key areas to focus on in July include safety regulations, supply changes in the pesticide and intermediate sectors, performance fluctuations due to "export rush," the importance of self-sufficiency in electronic materials, and stable dividend policies in energy companies [2][12] Summary by Sections Industry Dynamics - In the week of June 30 to July 6, among 100 tracked chemical products, 25 saw price increases, 56 saw declines, and 19 remained stable. The average price of TDI increased by 7.02% week-on-week, while the average price of acrylic acid rose by 3.65% [11][36] Investment Recommendations - The report suggests focusing on safety regulations and supply changes affecting the pesticide and intermediate sectors, performance fluctuations from the first half of the year, the growing importance of self-sufficiency in electronic materials, and stable dividend policies in energy companies. Long-term investment themes include sustained high crude oil prices benefiting the oil and gas extraction sector, rapid development in downstream industries, and policy support for demand recovery [12][19] Key Products and Price Changes - TDI prices increased to 12,013 CNY/ton, while acrylic acid prices reached 7,100 CNY/ton, reflecting a 14.52% year-on-year increase. The average price of crude oil also saw slight increases, with WTI at 66.50 USD/barrel and Brent at 68.30 USD/barrel [11][35][36] Company Highlights - Satellite Chemical and Anji Technology are highlighted as "gold stocks" for July, with both companies showing strong revenue and profit growth in 2024. Satellite Chemical reported a revenue of 45.648 billion CNY, a 10.03% increase year-on-year, while Anji Technology achieved a revenue of 1.835 billion CNY, a 48.24% increase year-on-year [13][19]

Core Viewpoint - Debon Technology (688035) has experienced a decline in stock price, closing at 39.35 yuan as of July 4, 2025, down 3.03% from the previous week [1] Company Performance - The highest intraday price for Debon Technology on June 30 was 41.08 yuan, while the lowest on July 4 was 39.1 yuan [1] - The current total market capitalization of Debon Technology is 5.597 billion yuan, ranking 24th out of 33 in the electronic chemical products sector and 2715th out of 5149 in the A-share market [1] Share Buyback Program - As of June 30, 2025, Debon Technology has repurchased a total of 804,951 shares, with a total expenditure of 30,873,577.16 yuan [1] - The buyback plan was first disclosed on April 4, 2025, with an implementation period from April 2, 2025, to April 1, 2026, and an expected buyback amount between 40 million and 80 million yuan [1] - The purpose of the buyback is for employee stock ownership plans or equity incentives [1] - The repurchased shares account for 0.5659% of the total share capital, with an average repurchase price ranging from 35.79 yuan to 40.45 yuan per share [1] - In June 2025, the company repurchased 303,708 shares at a maximum price of 39.99 yuan and a minimum price of 37.17 yuan, totaling 11,557,310.29 yuan [1]

Group 1 - The company has announced a share repurchase plan with a total expected amount between RMB 40 million and RMB 80 million [1] - The repurchase period is set from April 2, 2025, to April 1, 2026, with a maximum repurchase price of RMB 63.52 per share [1] - As of June 30, 2025, the company has repurchased a total of 804,951 shares, accounting for 0.5659% of the total share capital [2] Group 2 - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] - The total amount spent on repurchased shares so far is RMB 30,873,577.16, with a price range of RMB 37.17 to RMB 39.99 per share [2] - The company will continue to disclose the progress of the share repurchase in accordance with relevant regulations [3]

证券代码：688035 证券简称：德邦科技 公告编号：2025-046 烟台德邦科技股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展 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。 易所网站（www.sse.com.cn）披露的《烟台德邦科技股份有限公司关于第二期以 集中竞价交易方式回购公司股份方案的公告》（公告编号：2025-010）、《烟台德邦 科技股份有限公司关于第二期以集中竞价交易方式回购公司股份的回购报告书》 （公告编号：2025-012）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关法律法规规定，公司在回购期间应当在每个月的前 3 个 交易日内公告截至上月末的回购进展情况，现将公司回购股份进展情况公告如下： 2025 年 6 月，公司通过上海证券交易所交易系统集中竞价交易方式回购公司 股份 303,708 股，占公司总股本 142,240,000 股的比例为 0.2135%，回购成交的 最高价为 39.99 元/股，最低价 ...

Core Viewpoint - The announcement details the completion of the first vesting period for the 2024 Restricted Stock Incentive Plan, with a total of 642,138 shares being vested to 118 individuals, sourced from shares repurchased from the secondary market [1][6]. Group 1: Stock Vesting Details - The number of shares vested in this period is 642,138 shares, which were repurchased from the secondary market [1]. - The vesting decision followed a series of proposals and approvals from the board and supervisory committee, ensuring compliance with relevant regulations [2][3]. - The total number of individuals receiving shares in this vesting period is 118 [6]. Group 2: Source and Impact on Capital Structure - The shares for this vesting were sourced from the company's repurchased A-shares, meaning there will be no change in the total share capital of the company [7]. - The vesting does not lead to any changes in the controlling shareholder or actual controller of the company [7]. Group 3: Compliance and Verification - The company received a verification report from Yongtuo Accounting Firm confirming the contributions made by the incentive recipients, totaling RMB 15,379,205.10 [6]. - The company has completed the share registration procedures for the vested shares as of June 4, 2025 [6].

Group 1 - The major shareholder, National Integrated Circuit Industry Investment Fund, held 26,528,254 shares, accounting for 18.65% of the total share capital before the reduction plan [1][2] - The reduction plan involved a maximum of 4,267,200 shares, representing 3% of the total share capital, which was successfully executed [2][3] - The shares were reduced through centralized bidding and block trading, with a total reduction amounting to 165,245,032.21 yuan, and the share price ranged from 37.11 to 41.05 yuan per share [2]

证券代码：688035 证券简称：德邦科技 公告编号：2025-044 烟台德邦科技股份有限公司 持股 5%以上股东减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持股的基本情况 本次减持计划实施前，国家集成电路产业投资基金股份有限公司（以下简称 "国家集成电路基金"）持有烟台德邦科技股份有限公司（以下简称"公司"） 股份 26,528,254 股，占公司总股本的比例为 18.65%。上述股份来源于公司首次 公开发行前持有的股份，且已于 2023 年 9 月 19 日解除限售并上市流通。 减持计划的实施结果情况 2025 年 3 月 20 日，公司披露了《烟台德邦科技股份有限公司持股 5%以上股 东减持股份计划公告》（公告编号：2025-007），国家集成电路基金拟通过集中竞 价交易方式、大宗交易方式减持其所持有的公司股份数量合计不超过 4,267,200 股，即不超过公司总股本的 3%。 近日，公司收到了国家集成电路基金出具的《国家集成电路产业投资基金股 份有限公司减持 ...

2024 年限制性股票激励计划首次授予部分第一个归属期 归属结果公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次归属股票数量：642,138 股 证券代码：688035 证券简称：德邦科技 公告编号：2025-045 烟台德邦科技股份有限公司 激励计划实施考核管理办法>的议案》以及《关于核实公司<2024 年限制性股票 激励计划首次授予激励对象名单>的议案》等议案，公司监事会对本激励计划的 相关事项进行核实并出具了相关核查意见。 上 述 相 关 事 项 公 司 已 于 2024 年 4 月 2 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）进行了披露。 2、2024 年 4 月 2 日，公司于上海证券交易所网站（www.sse.com.cn）披露 了《烟台德邦科技股份有限公司关于独立董事公开征集委托投票权的公告》（公 告编号：2024-014）。根据公司其他独立董事的委托，独立董事唐云先生作为征 集人就公司 2024 年第一次临时股东大会审议的本激励计划相关议案向公司 ...