资金流向方面，该股今日全天主力资金净流入2579.98万元。（数据宝） 瑞华泰12月24日龙虎榜 | 买入营业部名称 | 买入 | | --- | --- | | | 金额(万元) | | 机构专用 | 3966.78 | | 渤海证券股份有限公司山东分公司 | 2447.59 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2337.74 | | 国泰海通证券股份有限公司总部 | 1946.08 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 1452.20 | | 卖出营业部名称 | 卖出 | | | 金额(万元) | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 4002.70 | | 招商证券股份有限公司深圳南山南油大道证券营业部 | 1359.59 | | 国泰海通证券股份有限公司总部 | 994.03 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 860.04 | | 方正证券股份有限公司杭州下沙证券营业部 | 843.75 | （原标题：瑞华泰龙虎榜数据（12月24日）） 12月24日瑞华泰(688323)收盘价23.24 ...

（文章来源：21世纪经济报道） 消息面上，2025第三届商业航天发展大会暨第四届中关村商业航天大会于12月24日在北京召开。大会聚 焦三大核心：一是解读国家商业航天最新政策导向，二是研讨关键技术联合攻关与产业生态建设路径， 三是搭建"政产学研用"协同对接平台。 开源证券认为，对标猎鹰9号火箭的发射价格及发射频次，2030年中国有望实现年发射100次、单次成本 约1亿元水平，火箭发射及卫星制造年产值有望达到850亿元，看好在商业火箭、卫星载荷和下游应用三 方面的标的。 12月24日，A股三大指数今日集体上涨。板块上，商业航天掀起涨停潮，截至收盘共有29股涨停。其 中，新劲刚、有研粉材、新雷能、超捷股份、瑞华泰、谱尼测试6股20cm涨停，神剑股份5天5板。 ...

证券之星消息，12月24日塑料板块较上一交易日上涨2.34%，瑞华泰领涨。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流出9.38亿元，游资资金净流入6344.66万元，散户资金净 流入8.75亿元。塑料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002324 | 普利特 | 9554.45万 | 23.67% | -2576.43万 | -6.38% | -6978.02万 | -17.29% | | 002632 道明光学 | | 7983.76万 | 9.33% | 4389.49万 | 5.13% | -1.24亿 | -14.46% | | 605589 圣泉集团 | | 6337.40万 | 5.97% | -3903.42万 | -3.68% | -24 ...

12月24日，商业航天板块低开高走，午后持续爆发。截至发稿，板块内大面积涨停，新劲刚、有研粉 材、超捷股份、新雷能20%涨停；此外，瑞华泰、谱尼测试、 九鼎新材、天通股份、中超控股、创元 科技、神剑股份等近20股涨停。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 920068 | 天工股份 | +20.82% | 21.70 | | 300629 | 新劲刚 | +20.02% | 22.66 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300159 | *ST新研 | +18.40% | 3.41 | | 300136 | 信维通信 | +18.54% | 44.95 | | 300342 | 天银机电 | +13.02% | 29. ...

Core Viewpoint - The commercial aerospace sector experienced a significant rally on December 24, with many stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - New Jingang (新劲刚) and Youyan Powder Materials (有研粉材) both achieved a 20% increase, while Superjet Co. (超捷股份) and New Ray Energy (新雷能) also hit the 20% limit up [1]. - Other notable stocks that reached their limit up include Ruihua Tai (瑞华泰), Puni Testing (谱尼测试), Jiuding New Materials (九鼎新材), Tiantong Co. (天通股份), and Zhongchao Holdings (中超控股), among nearly 20 stocks [1]. - The top performers included: - Tiangong Co. (天工股份) with a +20.82% increase, priced at 21.70 [2] - New Jingang (新劲刚) with a +20.02% increase, priced at 22.66 [2] - Youyan Powder Materials (有研粉材) with a +20.00% increase, priced at 64.14 [2] - Superjet Co. (超捷股份) with a +20.00% increase, priced at 112.44 [2] - New Ray Energy (新雷能) with a +20.00% increase, priced at 30.24 [2] Group 2: Additional Stock Highlights - Other stocks with notable increases included: - Ruihua Tai (瑞华泰) at +19.98%, priced at 23.24 [2] - Puni Testing (谱尼测试) at +19.95%, priced at 9.32 [2] - ST Xinyan (新研) at +18.40%, priced at 3.41 [2] - Xinwei Communication (信维通信) at +18.54%, priced at 44.95 [2] - Tianyin Electromechanical (天银机电) at +13.02%, priced at 29.68 [2] - Additional stocks that saw increases included: - Feiwo Technology (飞沃科技) at +12.07%, priced at 119.70 [2] - Huo Laiwo (霍莱沃) at +10.40%, priced at 54.03 [3] - Tiantong Co. (天通股份) at +10.04%, priced at 13.04 [3] - Zhongchao Holdings (中超控股) at +10.02%, priced at 5.49 [3] - Chuangyuan Technology (创元科技) at +10.01%, priced at 15.16 [3]

12月24日盘中科创板股瑞华泰涨停，截至11:04，股价报23.24元，成交3.50亿元，换手率9.31%，振幅 21.01%。 融资融券数据显示，该股最新（12月23日）两融余额为1.39亿元，其中，融资余额为1.39亿元，较上一 个交易日减少910.41万元，降幅为6.15%；近10日两融余额合计增加3301.27万元，增幅为31.18%，其间 融资余额增长31.18%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的有478只，下跌的有116只，今日新上市的N健信上涨258.45%，其余科 创板个股中，涨幅居前的有瑞华泰、星环科技-U、有研粉材等，分别上涨19.98%、12.25%、11.38%， 跌幅居前的有禾信仪器、摩尔线程-U、沃尔德等，分别下跌7.27%、6.15%、5.03%。 资金面上，瑞华泰上一交易日主力资金净流出6440.84万元，近5日净流出726.26万元。 ...

Group 1: Chemical Sector Performance - The chemical raw materials index increased by 1.62%, while the chemical machinery index decreased by 0.96%, the chemical pharmaceuticals index fell by 1.69%, and the pesticide and fertilizer index rose by 4.21% [1] - The top five rising petrochemical products included folic acid up by 20%, battery-grade lithium carbonate up by 11.08%, nitric acid up by 10.43%, sulfur up by 9.95%, and petroleum coke up by 7.23% [1] - The top five declining petrochemical products were liquid chlorine down by 34%, butadiene down by 7.69%, 2,4-D down by 6.09%, trichloroethylene down by 6.00%, and SBS down by 5.90% [1] Group 2: Oil Sector Performance - The oil processing index rose by 1.39%, while the oil extraction index fell by 0.22%, and the oil trading index increased by 3.44% [1] - International crude oil prices continued to decline, with West Texas Intermediate crude oil futures settling at $56.66 per barrel, down 1.36% from December 12, and Brent crude oil futures settling at $60.47 per barrel, down 1.06% from December 12 [1] Group 3: Capital Market Performance of Listed Chemical Companies - The top five rising listed chemical companies included Sulihua Co., Ltd. up by 30.69%, Xinri Hengli up by 27.48%, Reborn Technology up by 23.25%, Ruihua Tai up by 20.93%, and Shenjian Co., Ltd. up by 20.50% [2] - The top five declining listed chemical companies were Huarong Chemical down by 20.01%, Enjie Co., Ltd. down by 18.36%, Weike Technology down by 13.15%, Jinbantai down by 12.83%, and Xingye Co., Ltd. down by 12.63% [2]

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [5] Core Insights - The global semiconductor sales are expected to continue growing in 2025, driven by demand from AI computing, data centers, and smart driving applications. The global semiconductor sales for January to October 2025 are projected to be approximately $612.1 billion, a year-on-year increase of 21.9%, with China's semiconductor sales at about $169.4 billion, up 12.5% [1][22] - The global semiconductor market size is forecasted to reach $700.9 billion in 2025, reflecting an 11.2% year-on-year growth, with the Asia-Pacific region's market size expected to be around $370.6 billion, growing by 9.8% [1][22] - The expansion of wafer production capacity is accelerating, particularly in advanced processes, with a projected compound annual growth rate (CAGR) of 7% from 2024 to 2028 for global 12-inch wafer monthly capacity, expected to reach 11.1 million pieces by 2028 [2][26] - The demand for high-bandwidth memory (HBM) is increasing due to data centers and AI processors, with the global semiconductor materials market expected to reach approximately $70 billion in 2025, a 6% increase year-on-year [3][30] - The advanced process requires higher performance parameters for electronic chemicals, leading to a concentration of industry competition towards leading suppliers capable of meeting these demands [4][32] Summary by Sections Semiconductor Market - AI demand is driving global semiconductor sales growth, with projections for 2025 indicating a significant increase in both global and Chinese markets [1][22] - The semiconductor market is expected to grow to $700.9 billion in 2025, with a further increase to $760.7 billion in 2026 [1][22] Wafer Production Capacity - The global semiconductor wafer production capacity is set to expand significantly, particularly in advanced processes, with a CAGR of 14% for 7nm and below processes from 2024 to 2028 [2][26] Semiconductor Materials - The global semiconductor materials market is projected to grow to $70 billion in 2025, with a notable increase in China's market size to approximately 174.1 billion yuan, reflecting a 21.1% year-on-year growth [3][30] Electronic Chemicals - The advanced semiconductor processes require higher purity and stability in electronic chemicals, leading to a competitive landscape favoring top suppliers with technological and scale advantages [4][32] Investment Recommendations - The report suggests focusing on leading companies in semiconductor materials, particularly those with strong technological capabilities and deep ties to downstream wafer manufacturers [34]

| 1、出席会议的股东和代理人人数 | 39 | | --- | --- | | 普通股股东人数 | 39 | | 2、出席会议的股东所持有的表决权数量 | 80,653,493 | | 普通股股东所持有表决权数量 | 80,653,493 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 44.8074 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 44.8074 | | 证券代码：688323 | 证券简称：瑞华泰 | 公告编号：2025-055 | | --- | --- | --- | | 转债代码：118018 | 转债简称：瑞科转债 | | 深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 12 月 19 日 （二） 股东会召开的地点：深圳市宝安区松岗街道办华美工业园深圳瑞华 ...

北京市中伦（深圳）律师事务所 关于深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会的 法律意见书 二〇二五年十二月 北京市中伦（深圳）律师事务所 关于深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会的 法律意见书 致：深圳瑞华泰薄膜科技股份有限公司 根据中国证监会发布的《上市公司股东会规则》（下称"《股东会规则》"）、 上海证券交易所发布的《上海证券交易所科创板上市公司自律监管指引第 1 号— —规范运作（2025 年 5 月修订）》（下称"《规范运作指引》"）等法律、法规 和规范性文件的有关规定，北京市中伦（深圳）律师事务所接受深圳瑞华泰薄膜 科技股份有限公司（下称"公司"）的委托，指派律师出席公司 2025 年第三次 临时股东会（下称"本次股东会"），并就本次股东会的召集和召开程序、召集 人资格、出席和列席会议人员资格、表决程序及表决结果等事宜发表法律意见。 一、本次股东会的召集和召开程序 为召开本次股东会，公司董事会于 2025 年 12 月 4 日在上海证券交易所网站 （www.sse.com.cn）上公告了会议通知，会议通知载明了会议的召开方式、召开 时间和召开地点，对会议议 ...