截至2026年2月5日 13点11分，上证科创板半导体材料设备主题指数下跌2.13%。成分股方面，华峰测控 领跌6.60%，拓荆科技下跌4.36%，华海诚科下跌4.30%，兴福电子下跌3.86%，有研硅下跌3.80%。科创 半导体ETF（588170）下跌2.06%，最新报价1.72元。 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418） 跟踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（60%）和半导体材料（25%）细 分领域的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代 天花板较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 半导体设备ETF华夏（562590）及其联接基金（A类：020356；C类：020357），指数中半导体设备 （63%）、半导体材料（24%）占比靠前，充分聚焦半导体上游。 截至2026年2月5日 13点14分，中证半导体材料设备主题指数下跌2.15%。成分股方面涨跌互现，天岳先 进领涨2.88%，珂玛科技上涨2.79%，金海通上涨1. ...

证券日报网讯1月29日，有研硅在互动平台回答投资者提问时表示，株式会社DGTechnologies主营业务 为刻蚀设备用部件(包括硅部件和石英部件)的研发、生产和销售，拥有成熟的部件精密加工技术和表面 处理技术。本次收购的完成，将有利于提升公司市场竞争力，主要体现在以下二个方面：一是延展产业 链，公司生产的刻蚀设备用硅材料是DGT制造刻蚀设备部件的主要原料，本次收购有助于公司延展产 业链，补齐材料加工环节，提高竞争能力，为客户提供终端产品，并提供一站式服务；同时，可以带动 公司在晶体材料方面的发展。二是获取更多全球终端客户，提升市场占有率。半导体设备行业对精密零 部件的认证门槛高、黏性强。公司将依托国内外产业技术协同，深耕国内市场，同时借助DGT在国际 市场积累的渠道优势，加速海外市场拓展。关于业绩预告事项，公司将严格遵照《上海证券交易所科创 板股票上市规则》及相关规定，审慎评估业绩情况。若触及披露标准，将及时履行信息披露义务。 ...

2025年3月，有研硅经董事会、监事会及临时股东会审议通过相关议案，以自有资金119138.82万日元 (折合人民币约5846.97万元)现金收购控股股东株式会社RS Technologies(简称"RST")所持DGT股权。 截至公告披露日，首笔对价款83397.17万日元(折合人民币3766.88万元)已支付完毕，股权交割先决条件 全部满足，DGT正式成为有研硅控股子公司并纳入合并财务报表范围。 中证报中证网讯(记者杨洁)近日，有研硅发布公告称，已顺利完成对株式会社DG Technologies(简 称"DGT")70%股权的收购交割，公司在半导体产业链下游延伸及全球市场拓展方面迈出关键一步。 作为国内半导体硅材料领域的标杆企业，有研硅前身为中国有研科技集团有限公司(原北京有色金属研 究总院)401室，自上世纪50年代起便投身半导体硅材料研究，历经半个多世纪的技术积淀与产业深耕， 公司在国内率先实现了6英寸、8英寸硅片的产业化,率先实现12英寸工艺的技术研发,有力支持了中国集 成电路产业的发展。 在业内人士看来，此次收购对于有研硅有着多重战略意义。一是实现产业链垂直整合，公司现有硅材料 产品为粗加工中间品 ...

本报讯 2026年1月27日，有研半导体硅材料股份公司（以下简称"有研硅"）发布公告宣布已完成对日本 株式会社RS Technologies持有的株式会社DG Technologies（以下简称"DGT"）70%股权的收购。 根据此前披露，DGT主营业务为刻蚀设备用部件（包括硅部件和石英部件）的研发、生产和销售。 DGT专有技术为刻蚀材料用高品质石英与硅部件精密加工技术，该技术通过先进的机械加工设备与工 艺，对石英和硅材料进行高精度的切割、研磨、MC加工、腐蚀、抛光、清洗、封装等操作，确保石英 与硅部件的尺寸精度和表面质量。 而有研硅则主要从事半导体硅材料的研发、生产和销售，其主要产品包括半导体硅抛光片、刻蚀设备用 硅材料、半导体区熔硅单晶、半导体洁净管阀门等。 当前有研硅正积极深化市场布局，并采取"国内深耕+海外拓展"的双轮驱动战略，进一步提升市场份 额。尽管目前有研硅刻蚀设备用硅材料成品部件的业务占比相对较低，但公司预计未来该业务将逐步提 升。 据悉，有研硅刻蚀设备用硅材料目前仍以海外市场为主，海外销售额约占70%，且主要出口市场主要为 日本、韩国。此次有研硅完成对DGT的收购，未来有望进一步提升公司该业 ...

证券日报网讯1月27日，有研硅在互动平台回答投资者提问时表示，公司控股股东及其一致行动人的减 持计划系股东运营资金需求的安排。公司股价表现受到宏观经济环境、行业周期、市场景气度以及公司 经营情况等多方面因素的共同作用。公司将以现有股东资源为依托，充分发挥股东海外市场优势，聚焦 半导体硅材料核心主业，通过技术创新、工艺迭代、市场拓展等措施，致力于提升公司内在价值，增强 核心竞争力。公司是国内最早从事半导体硅材料研制的单位之一，积累了丰富的半导体硅材料研发和制 造经验，在国内率先实现了6英寸、8英寸硅片的产业化，高品质8英寸硅片系列产品得到市场的高度认 可。凭借"高品质8英寸硅片制备技术及产业化"项目，公司及控股子公司山东有研半导体共同荣获2022 年"中国有色金属工业科学技术一等奖"。在集成电路刻蚀用硅材料领域，公司作为国内主要生产厂商， 拥有较强的技术优势和市场竞争力，控股子公司山东有研半导体凭借其在"集成电路用刻蚀设备用硅材 料"方面的突出表现，荣获2025年工业和信息化部第九批制造业单项冠军企业。 ...

证券代码：688432 证券简称：有研硅 公告编号：2026-003 有研半导体硅材料股份公司 （一）汇率变动风险 本次交易为境外收购，标的公司日常运营币种主要为日元，且业务分布在海 外市场，后续标的公司运营过程中，外汇汇率变化可能给公司带来汇兑损失风险。 1 关于收购株式会社 DG Technologies 股权进展暨 收购完成的公告 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。 一、交易概述 有研半导体硅材料股份公司（以下简称"公司"）于 2025 年 3 月 14 日分别 召开第二届董事会第七次会议、第二届监事会第七次会议，并于 2025 年 3 月 31 日召开 2025 年第一次临时股东会，审议通过了《关于现金收购株式会社 DG Technologies 股权暨关联交易的议案》，以自有资金通过现金支付的方式收购株 式会社 RS Technologies 持有的株式会社 DG Technologies（以下简称"DGT"、 "标的公司"）70%股权（以下简称"本次交易"），交易对价确定为 119,138.82 万 ...

Group 1 - The core point of the news is that the controlling shareholder RS Technologies and its action-in-concert party, Fujian Cangyuan Investment Co., plan to reduce their holdings in Youyan Silicon by a total of up to 37,500,000 shares, which is no more than 3% of the company's total share capital [1] - RS Technologies intends to reduce its holdings by up to 12,500,000 shares through block trading, accounting for no more than 1% of the total share capital, while Cangyuan Investment plans to reduce its holdings by up to 25,000,000 shares through centralized bidding and block trading, accounting for no more than 2% of the total share capital [1] - The reduction is due to the operational funding needs of the shareholders, and there are specific regulations regarding the maximum number of shares that can be sold within a 90-day period [1] Group 2 - Based on the closing price of 14.47 yuan on January 16, the total amount from the share reduction is approximately 543 million yuan [2] - Youyan Silicon was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on November 10, 2022, with an initial issuance of 187,143,158 shares at a price of 9.91 yuan per share, raising a total of 1.85 billion yuan [2] - The net amount raised after deducting issuance costs was approximately 1.66 billion yuan, which was 663.97 million yuan more than the original plan of 1 billion yuan [2] Group 3 - In 2023, Youyan Silicon reported operating revenue of 960.40 million yuan, a year-on-year decrease of 18.29%, and a net profit attributable to shareholders of 254.18 million yuan, down 27.65% [3] - For 2024, the company achieved total operating revenue of 995.95 million yuan, a year-on-year increase of 3.70%, but the net profit attributable to the parent company decreased by 8.37% to 232.90 million yuan [3] - The net profit excluding non-recurring gains and losses for 2024 was 163.02 million yuan, showing a slight decline of 1.20% [3]

Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]

Key Points - The core viewpoint of the articles highlights various company announcements, including project investments, performance forecasts, and share buybacks, indicating active corporate strategies and potential growth opportunities in different sectors [1][2]. Company Announcements - Bawei Storage's advanced packaging manufacturing project is still in the sample verification stage [1] - Aerospace Power's main business does not involve commercial aerospace and has no related asset investments [1] Project Investments - Guanghui Energy plans to invest 2.511 billion yuan in the "Xinjiang Guanghui Coal Clean Refining and High-Value Utilization Upgrade Project" [1] - Wanrun New Energy intends to invest 1.079 billion yuan in a "70,000 tons/year high-pressure dense lithium iron phosphate project" [1] - Hualgreen Bio plans to establish a factory for producing 50,000 tons of deer antler mushrooms annually [1] - Beihua Co. intends to invest in a nitrocellulose production line project [1] Contract Awards - *ST Jiaotou, in a joint venture, won the general contracting project for the Qiaojia County National Fitness Center [1] - Dayu Irrigation won a project worth 133 million yuan in a joint venture [1] Performance Forecasts - Shenghong Technology expects a net profit growth of 260.35% to 295% in 2025 [1] - Cambridge Technology anticipates a net profit increase of 51.19% to 66.79% for 2025 [1] - Haitai Technology forecasts a net profit growth of 226.86% to 323.97% in 2025 [1] Share Transfers - Shanghai Lugu plans to sell 40% of Nanchang Huhang Industrial Co., Ltd. for 28.9034 million yuan [1] - Newhan New Materials intends to acquire 51% of Hairete [1] Share Buybacks - Buchang Pharmaceutical plans to repurchase shares worth 60 to 120 million yuan [1] Shareholding Changes - Yuyuan Silicon and its investors plan to reduce their holdings by no more than 3% [1] - Brother Technology's controlling shareholder intends to reduce holdings by no more than 2% [1] - Lianchuang Optoelectronics' controlling shareholder, Electronic Group, plans to reduce holdings by no more than 2% [2] Other Developments - Chengtian Weiye plans to raise no more than 800 million yuan through a private placement for the industrialization of liquid cooling heat dissipation systems [1] - XGIMI Technology's wholly-owned subsidiary received a development notification from a client [2]

Shareholder Reductions - RS Technologies and Cangyuan Investment plan to reduce their holdings by no more than 3% in Youyan Silicon [1] - Yuexiu Capital intends to sell no more than 1% of the total share capital of CITIC Securities [1] - Multiple shareholders of Ruimaite plan to collectively reduce their holdings by no more than 4.98% [1] - The controlling shareholder of Brother Technology plans to reduce its holdings by no more than 2% [1] - Jinggangshan Chengxing intends to reduce its holdings in Guanggang Gas by no more than 0.9997% [1] - The controlling shareholder of Lianchuang Optoelectronics, Electronic Group, plans to reduce its holdings by no more than 2% [1] - Shenzhen Jun Tian, a shareholder of Chengdu Xian Dao, plans to reduce its holdings by no more than 2.51% [1] - Shareholder Fan Jun of Xidi Micro plans to reduce no more than 251,230 shares [1] - Shareholder Cheng Gao Century of Decai Co., Ltd. plans to reduce 4.1973 million shares [1] - Hangzhou Xintou and its concerted action party Hangzhou Haoyue have cumulatively reduced 1.29% of shares in Meinian Health [1] - Guotou Chuangye Fund has cumulatively reduced 1.06% of shares in Fuchuang Precision [1] - New Momentum Fund has cumulatively reduced 0.9926% of shares in Shannon Chip Creation [1] - Deputy General Manager Li Zuqing of Guangli Technology plans to reduce no more than 701,600 shares [1] Other Notable Events - Yuan Zhishuang of Dingxin Communications is under investigation by the Securities Regulatory Commission for suspected short-term trading of company shares [1] - Shimao Energy has terminated its plans for a change in control [1]