格隆汇12月4日丨八亿时空(688181.SH)在互动平台表示，半导体光刻胶树脂作为光刻胶的核心原料，基 本被国外垄断，技术壁垒非常高。公司依据多年在化学合成、材料纯化、精益管理等方面的系统性优势 及经验，自主培养了一支专业的光刻胶树脂研发团队，基于在液晶材料领域相关经验的积累及光刻胶核 心工艺的摸索，聚焦KrF光刻胶关键原料PHS树脂及其衍生物的研发和量产。目前公司已具备了高端半 导体光刻胶（KrF）树脂全系列的研发生产能力，并与多家头部光刻胶厂家合作，开发多款高性能树 脂，为光刻胶材料国产替代贡献力量。 ...

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： | 回购方案首次披露日 | 2025/5/17 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 月 16 5 | 5 | 日~2026 | 年 | 月 | 15 日 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 477,000股 | | | | | | | 累计已回购股数占总股本比例 | 0.35% | | | | | | | 累计已回购金额 | 13,367,414.68元 | | | | | | | 实际回购价格区间 | 27.69元/股~28.20元/股 | | | | | | 一、回购股份的基本情况 2025 年 5 月 16 ...

Core Viewpoint - Japan has reportedly stopped exporting photoresists to China since mid-December, which is seen as a significant move in the semiconductor supply chain, particularly affecting companies like Canon, Nikon, and Mitsubishi Chemical [1] Group 1: Market Dynamics - The global semiconductor photoresist market is dominated by Japanese companies such as JSR, Shin-Etsu Chemical, Tokyo Ohka, and Sumitomo Chemical, which collectively hold a 95% market share [1] - The market response to the news has been positive, with photoresist-related stocks rising over 2%, indicating strong expectations for domestic alternatives in semiconductor photoresists [2] Group 2: Domestic Industry Response - Companies like Rongda Photoresist have reported that they have achieved performance benchmarks that allow them to replace some Japanese products, with their KrF (248nm) photoresist project nearing completion [3] - Other companies, such as Hengkang New Materials and Bayi Space, have also made strides in developing and selling photoresist products, indicating a shift towards local production capabilities [3] Group 3: Supply Chain Dependencies - Despite advancements, there remains a dependency on Japanese raw materials for photoresist production, as many companies rely on different sources for their materials [3] - Notably, Japan's semiconductor materials, including photoresist resins and photoinitiators, are heavily reliant on rare earth elements imported from China, which constitutes 90% of their supply [3] Group 4: Market Share Breakdown - The market shares for various types of photoresists are as follows: - I-line/G-line photoresists: 88% by Tokyo Ohka, DuPont, JSR, Sumitomo Chemical, and Dongjin Semichem [4] - KrF photoresists: 95% by Tokyo Ohka, Shin-Etsu Chemical, DuPont, JSR, and Fuji Film [4] - ArF photoresists: 94% by Shin-Etsu Chemical, JSR, Tokyo Ohka, DuPont, and Sumitomo Chemical [4] - EUV photoresists: monopolized by JSR, Shin-Etsu Chemical, and Tokyo Ohka [4]

Core Viewpoint - The domestic high-end photoresist resin materials are entering a significant development period, with the successful establishment of the first domestic 100-ton semiconductor KrF photoresist resin production line, breaking the market monopoly of international giants [2][19]. Industry Background - The photoresist industry is categorized into three main types: new display photoresists, integrated circuit photoresists, and PCB photoresists, with integrated circuit photoresists having the highest technical barriers and market potential [3]. - The global market for integrated circuit photoresists is expected to exceed $40 billion by 2025, reflecting a year-on-year growth of 9% [3]. Market Dynamics - The global photoresist market is dominated by a few companies from Japan and the US, with a market concentration of about 90% in the integrated circuit sector [7]. - As of 2024, China's self-sufficiency rate for KrF/ArF photoresists is less than 5% [8]. - Japanese companies, including TOK, JSR, and Shin-Etsu Chemical, hold approximately 70%-80% of the global market share in high-end integrated circuit photoresists [9]. Domestic Production Capacity - China's production capacity for photoresists is primarily focused on PCB and new display products, with a low proportion of integrated circuit photoresists [5]. - The domestic market share for KrF photoresists is about 5%, while ArF photoresists account for approximately 2% [10]. Technological Challenges - The production of photoresists requires high purity and stability of raw materials, which include resins, photoinitiators, solvents, and monomers [11]. - The domestic industry is lagging in the industrialization capabilities of monomers, which are crucial for resin synthesis [13]. Market Growth Potential - The market size for KrF and ArF photoresists has grown from 1.47 billion yuan in 2019 to 3.67 billion yuan in 2023, with projections to reach 10.69 billion yuan by 2028 [17]. - The domestic company, Eight Billion Space, has successfully entered the "100-ton" supplier tier, providing critical support for domestic semiconductor materials [19].

Core Insights - Beijing Baiyiyun Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on artificial intelligence application software development, IoT technology services, data processing services, and cloud computing equipment sales [1][2]. Company Information - The legal representative of the company is Zhao Lei, and it is fully owned by Bayi Shikong (688181) [1]. - The company is registered in Shijingshan District, Beijing, with a business scope that includes technology services, software development, and cloud platform-based services [2]. Business Scope - The operational range includes general projects such as technical services, software sales, AI application software development, and cloud computing equipment sales [2]. - The company is also involved in various technology-related services, including technical consulting, information system integration services, and enterprise management consulting [2].

Core Insights - Beijing Bayi Cloud Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Zhao Lei [1] - The company's business scope includes artificial intelligence application software development, IoT technology services, data processing services, conference and exhibition services, and cloud computing equipment sales [1] - The company is wholly owned by Bayi Space [1]

Meeting Overview - The second extraordinary general meeting of shareholders was held on November 13, 2025, at the company's conference room in Beijing [2] - The total number of shares with voting rights at the meeting was 129,350,272, after excluding shares held in the company's repurchase account and employee stock ownership plan [2] Voting and Resolutions - All proposed resolutions were approved without any being rejected [2] - Key resolutions included the cancellation of the supervisory board and amendments to the company's articles of association, which were passed with more than two-thirds of the voting rights present [5][6] - The meeting was conducted in accordance with relevant laws and regulations, with a combination of on-site and online voting [3][7] Board and Management Attendance - All nine current directors and three supervisors attended the meeting, with the board secretary also present [4] Director Resignation and Election - Non-independent director Liu Jun submitted his resignation due to governance structure optimization but will continue as the company's deputy general manager [9] - Liu Jun was elected as the employee representative director during the employee representative assembly held on November 13, 2025, with his term lasting until the end of the current board's term [9][11] Legal Compliance - The meeting and resolutions were witnessed by legal representatives from a law firm, confirming compliance with legal and regulatory requirements [7]

证券日报网讯 11月13日晚间，八亿时空发布公告称，公司于2025年11月13日召开职工代表大会，选举 刘俊先生为公司第五届董事会职工代表董事。 ...

证券代码：688181 证券简称：八亿时空 公告编号：2025-046 北京八亿时空液晶科技股份有限公司 关于公司非独立董事离任暨 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： 北京八亿时空液晶科技股份有限公司（以下简称"公司"）董事会于近日 收到非独立董事刘俊先生递交的书面辞职报告。刘俊先生因公司治理结构优化调 整，申请辞去公司非独立董事职务，辞职后，刘俊先生仍然担任公司副总经理、 综合运营中心总监职务。 公司于 2025 年 11 月 13 日召开股东大会审议通过了《关于取消监事会、 修订<公司章程>并办理工商变更登记的议案》，根据《公司章程》，公司设职工 代表董事 1 名，由公司职工通过职工代表大会民主选举产生。公司于 2025 年 11 月 13 日召开职工代表大会，选举刘俊先生为公司第五届董事会职工代表董事， 任期自本次职工代表大会审议通过之日起至公司第五届董事会任期届满之日止。 一、董事离任情况 | 姓名 | 离任职务 | 离任时间 | 是否存 在未履 行完毕 | | | | | | 离任原因 | ...

北京市建国门北大街 8 号华润大厦 20 层 邮编：100005 电话：(86-10) 8519-1300 传真：(86-10) 8519-1350 junhebj@junhe.com 北京市君合律师事务所 关于北京八亿时空液晶科技股份有限公司 2025年第二次临时股东大会的法律意见书 致：北京八亿时空液晶科技股份有限公司 北京市君合律师事务所受北京八亿时空液晶科技股份有限公司（以下简称 "公司"）的委托，根据《中华人民共和国公司法》（以下简称《公司法》）、《上 市公司股东会规则》（以下简称《股东会规则》）等法律、法规、规章及《北京八 亿时空液晶科技股份有限公司章程》（以下简称《公司章程》）的有关规定，就公 司2025年第二次临时股东大会（以下简称"本次股东大会"）有关事宜出具本法 律意见书。 本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则》等规定及本法律意见书 出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和 诚实信用原则，进行了充分的核查验证，保证本法律意见所认定的事实真实、准 确、完整，所发表的结论性意见合法、准 ...