证券之星消息，8月13日光学光电子板块较上一交易日上涨0.33%，八亿时空领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688181 | 八亿时空 | 35.90 | 7.74% | 16.32万 | | 5.73亿 | | 002222 | 福晶科技 | 42.32 | 5.14% | 22.72万 | | 9.42 G | | 300889 | 爰克股份 | 16.16 | 4.80% | 10.45万 | | 1.68 Z | | 301183 | 东田微 | 68.21 | 4.12% | ﺎ 11.85万 | | 8.06亿 | | 002992 | 宝明科技 | 65.02 | 2.99% | 4.18万 | | 2.68亿 | | 300582 | 英飞特 | 14.42 | 2.41% | 15.18万 | | 2.19亿 | ...

Core Viewpoint - The company, Eight Billion Space, announced that it did not conduct any share buybacks as of July 2025 [2] Group 1 - The announcement was made on the evening of August 1 [2] - The company is under scrutiny regarding its share buyback activities [2]

证券代码：688181 证券简称：八亿时空 公告编号：2025-032 关于以集中竞价交易方式回购公司股份的进展公告 北京八亿时空液晶科技股份有限公司 2025 年 5 月 16 日，公司召开第五届董事会第十二次会议，审议通过了《关于 以集中竞价交易方式回购公司股份方案的议案》，同意公司以自有资金及上海浦 东发展银行股份有限公司北京分行提供的股票回购专项贷款，其中专项贷款金额 不超过 7,000 万元，通过上海证券交易所交易系统以集中竞价交易方式回购公司已 发行的部分人民币普通股（A 股）股票。回购股份将在未来适宜时机用于员工持 股计划或股权激励，回购价格不超过 40 元/股（含），回购资金总额不低于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）；回购期限自董事会审议通过 本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 5 月 23 日在上海证 券交易所网站（www.sse.com.cn）披露的《关于以集中竞价交易方式回购股份的回 购报告书》（公告编号：2025-025）。 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 ...

格隆汇8月1日丨八亿时空(688181.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购公司股份47.7万股，占公司总股本的比例为0.35%，回购成交的最高价为 28.20元/股，最低价为27.69元/股，支付的资金总额为人民币1336.74万元（不含印花税、交易佣金等交 易费用）。 ...

天眼查商业履历信息显示，北京八亿时空液晶科技股份有限公司，成立于2004年，位于北京市，是一家 以从事化学原料和化学制品制造业为主的企业。企业注册资本13448.1546万人民币，实缴资本 13448.1546万人民币。公司法定代表人为赵雷。 通过天眼查大数据分析，北京八亿时空液晶科技股份有限公司共对外投资了11家企业，参与招投标项目 24次，知识产权方面有商标信息3条，专利信息496条，此外企业还拥有行政许可336个。 来源：金融界 金融界消息 截至2025年7月30日收盘，八亿时空（688181）报收于31.03元，下跌3.09%，换手率 3.48%，成交量4.68万手，成交金额1.46亿元。 资金流向方面，今日主力资金净流出4659.35万元，占比成交额31.81%。其中，超大单净流出1652.41万 元、占成交额11.28%，大单净流出3006.94万元、占成交额20.53%，中单净流出流入1668.04万元、占成 交额11.39%，小单净流入2991.31万元、占成交额20.42%。 八亿时空最新一期业绩显示，截至2025一季报，公司营业总收入2.14亿元、同比增长19.21%，归属净利 润2404 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [1][2]. Core Insights - The establishment of the first 100-ton KrF photoresist resin production line in China is a significant milestone, expected to generate over 100 million yuan in revenue upon reaching full capacity [1]. - The first domestic industrialization unit for amino alcohol has been successfully launched, marking a breakthrough in the production of high-performance additives, with market prices ranging from 60 to 150 yuan per kilogram [1]. - The report highlights the challenges in the domestic semiconductor materials market, particularly the low localization rates for various types of photoresists, indicating a substantial opportunity for growth [2]. Summary by Sections Industry Development Dynamics - The first 100-ton KrF photoresist resin production line has been completed by Bayi Shikong, with plans to expand capacity to 200-300 tons annually over the next five years, aiming for a revenue scale in the tens of millions by 2025 [1]. - Xuyang Group has launched the first domestic amino alcohol production unit, capable of producing 5,000 tons per year, filling a gap in the domestic market and becoming the second company globally to industrialize this product [1]. Investment and Financing Dynamics - Hengkun New Materials' IPO has been postponed, with plans to raise approximately 1.007 billion yuan for projects related to semiconductor precursor materials and advanced materials [2]. - The report notes that Hengkun New Materials is a key player in the integrated circuit materials sector, with significant market share in domestic sales of SOC and BARC products [2].

Core Insights - The launch of the high-end photoresist resin project by Beijing 8Y Space Liquid Crystal Technology Co., Ltd. marks the first domestic production line with a capacity of hundreds of tons for semiconductor KrF photoresist resin, featuring high automation and flexibility [1][2] - The global semiconductor market is experiencing increased demand due to the rise of AI chips and 5G chips, with the photoresist market expected to exceed $3 billion by 2025, growing at 8% year-on-year [1] - The company has designed two fully autonomous production lines to address the dual challenges of "R&D material shortages and production supply interruptions" in the domestic market [1] Production Lines - The high-flexibility R&D pilot line is tailored for domestic photoresist manufacturers and research institutions, focusing on small-batch, multi-variety R&D iterations and pilot validations [1] - The high-capacity mass production line is aimed at resin needs for photoresist products that have passed validation and entered stable mass production, emphasizing efficiency and stability [1] - The production process is highly integrated and automated, ensuring high consistency between product batches [1] Future Plans - The chairman of the company, Zhao Lei, stated that the project is expected to generate revenue exceeding 100 million yuan after reaching full production [2] - The company plans to gradually expand production capacity based on market conditions, with a goal of achieving an annual production capacity of 200-300 tons of photoresist resin within the next five years [2]

Core Viewpoint - The company, Eight Billion Space (688181.SH), focuses on the production of mixed liquid crystal materials and maintains close cooperation with major domestic panel manufacturers, although it does not directly control the specific application of its liquid crystal materials in display terminal customers [1] Group 1 - The main business product of the company is mixed liquid crystal materials [1] - The company collaborates closely with large domestic panel manufacturers [1] - The liquid crystal materials produced by the company have a wide range of applications, including monochrome and color electrochromic AI glasses [1]

Core Viewpoint - The establishment of the first domestic 100-ton semiconductor KrF photoresist resin production line by Eight Billion Space is expected to generate over 100 million yuan in revenue upon reaching full capacity [1][3]. Group 1: Company Overview - Eight Billion Space, a wholly-owned subsidiary of Beijing Eight Billion Space Liquid Crystal Technology Co., Ltd., focuses on semiconductor materials and display panel materials, particularly in photoresist raw materials and photo-sensitive polyimide [5]. - The company has established a comprehensive quality management system covering product development to production control, ensuring the provision of high-quality products and services in the domestic semiconductor materials industry [7]. Group 2: Production Capacity and Plans - Eight Billion Space plans to gradually expand its production capacity based on market conditions, aiming for an annual production capacity of 200-300 tons of high-end photoresist resin within the next five years [2]. - The company has designed two fully autonomous production lines to meet the differentiated needs of the entire industry lifecycle, with expectations of achieving tens of millions in revenue by the second half of 2025 as production capacity is gradually released [3]. Group 3: Production Lines and Technology - The high-flexibility R&D pilot line is designed to meet the "small batch, multiple varieties" R&D iteration and pilot verification needs of domestic photoresist manufacturers and research institutions, enabling rapid switching of different formulations and processes [4]. - The high-capacity mass production line focuses on efficiency and stability, ensuring high consistency between product batches and providing strong material support for the large-scale application of domestic high-end photoresists [4]. Group 4: Product Development and Capabilities - Eight Billion Space has developed multiple technologies for the development of photoresist resins, capable of independently developing KrF and ArF series resins, and has conducted resin procurement verification with several leading companies in the photoresist sector [7]. - The company is also engaged in the synthesis and mass production of electronic-grade monomers and PAG photo acids for KrF, ArF, and PSPI photoresist resins, with capabilities for custom synthesis [10].

Group 1 - The first domestic 100-ton level semiconductor KrF photoresist resin high-automation flexible/mass production dual production line has been completed by the company [1] - The project is expected to generate revenue exceeding 100 million yuan after reaching full production [1] - The company plans to gradually expand production capacity based on market conditions, aiming to achieve an annual production capacity of 200-300 tons of high-end photoresist resin within the next five years [1]