Group 1 - The State Council issued an implementation opinion focusing on the large-scale application of new scenarios, highlighting five key areas including new fields, industry transformation, and social governance [2] - The National Bureau of Statistics reported that the Consumer Price Index (CPI) rose by 0.2% year-on-year and month-on-month in October, while the core CPI increased by 1.2%, marking the sixth consecutive month of growth [3] - The Producer Price Index (PPI) decreased by 2.1% year-on-year in October, but the decline narrowed by 0.2 percentage points from the previous month, with a month-on-month increase of 0.1% [3] Group 2 - As of the end of October, China's foreign exchange reserves reached $3.343 trillion, an increase of $4.7 billion from September, marking the highest level since December 2015 [4] - The People's Bank of China has increased its gold reserves for 12 consecutive months, with the official gold reserves reaching 74.09 million ounces, up by 30,000 ounces from the previous month [4] Group 3 - The China Securities Regulatory Commission and the Ministry of Finance jointly released a revised management method for the securities settlement risk fund, effective from December 8, 2025, with differentiated adjustments to the contribution ratio [5] - The Ministry of Finance reported that since 2025, fiscal policy has become more proactive, focusing on stabilizing employment, enterprises, and market expectations [6] Group 4 - The Ministry of Commerce announced the suspension of certain export controls on dual-use items to the United States, effective immediately until November 27, 2026 [7] - Upcoming macroeconomic data for October, including industrial added value and fixed asset investment, is set to be released on November 14 [8] Group 5 - U.S. stock markets ended mixed, with the Nasdaq down 0.21% and the S&P 500 up 0.13%, marking the end of a three-week rally [9] - The China Securities Regulatory Commission approved IPO registrations for two companies, with new stock issuances scheduled for the week of November 10-14 [10] Group 6 - A total of 33 companies will have their restricted shares released this week, amounting to 1.407 billion shares with a total market value of approximately 24.715 billion yuan [12] - The companies with the highest market value of released shares include Youyan Silicon (9.991 billion yuan) and Xinnoway (4.948 billion yuan) [12]

Core Viewpoint - A total of 34 companies will have their restricted shares unlocked between November 10 and 14, with a combined market value exceeding 24.7 billion yuan based on the latest closing prices [2] Group 1: Unlocking Market Value - The peak unlocking date is November 10, with the highest market values for unlocked shares being: Youyan Silicon (688432.SH) at 9.991 billion yuan, Xinnowei (300765.SZ) at 4.948 billion yuan, and Juxing Technology (920111.BJ) at 3.297 billion yuan [2] Group 2: Unlocking Share Volume - The top three companies by the number of unlocked shares are: Youyan Silicon with 740 million shares, Xinnowei with 158 million shares, and Beibu Gulf Port (000582.SZ) with 156 million shares [2]

Economic Data Release - The National Bureau of Statistics will release October economic data on November 14, including industrial added value, fixed asset investment, and retail sales [2] - Financial data for October, such as M2, new loans, and social financing, is also expected to be released next week [3] Industry Conferences - A series of industry conferences will take place in November, including the 2025 China Robot Industry Development Conference from November 10 to 12, and the 12th China (Suzhou) Battery New Energy Industry International Summit Forum from November 11 to 13 [4] - Other notable events include the 2025 World Power Battery Conference, the 2025 Fourth China Nuclear Energy High-Quality Development Conference, and the 2025 6G Development Conference [4] Fuel Price Adjustment - A new round of domestic fuel price adjustments will begin on November 10 at 24:00, with an expected increase of 130 yuan per ton for gasoline and diesel based on the average crude oil price of 62.52 USD per barrel [5] Stock Unlocking - Over 24.7 billion yuan worth of restricted shares will be unlocked next week, with a peak unlocking date on November 10 [6] - The top three companies by unlocking market value are Youyan Silicon (99.91 million yuan), Xin Nuowei (49.48 million yuan), and Juxing Technology (32.97 million yuan) [6] New Stock Opportunities - Two new stocks will be issued next week: Nant Technology on November 11 and Hai'an Group on November 14 [9]

Group 1 - The core point of the article highlights the recent performance of Youyan Silicon, which saw a 5.94% increase in stock price, reaching 13.91 CNY per share, with a trading volume of 1.05 billion CNY and a turnover rate of 1.54%, resulting in a total market capitalization of 17.354 billion CNY [1] - Youyan Semiconductor Silicon Materials Co., Ltd. was established on June 21, 2001, and went public on November 10, 2022. The company specializes in the research, production, and sales of semiconductor materials [1] - The main revenue composition of Youyan Silicon includes 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, 6.80% from other sources, and 2.16% from supplementary sources [1] Group 2 - From the perspective of the top ten circulating shareholders of Youyan Silicon, a fund under Southern Fund is among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 39,200 shares in the third quarter, now holding 3.4202 million shares, which accounts for 0.67% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 28.25%, ranking 2030 out of 4216 in its category; the one-year return is 21.51%, ranking 2068 out of 3913; and since inception, the return is 13.49% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 2 days, managing total assets of 122.76 billion CNY, with the best fund return during the tenure being 167.82% and the worst being -15.93% [2]

有 研 半 导 体 硅 材 料 股 份 公 司 有研半导体硅材料股份公司 2025 年第三次临时股东会会议资料 2025 年第三次临时股东会会议资料 股票简称：有研硅 股票代码：688432 2025 年 11 月 有研半导体硅材料股份公司 2025 年第三次临时股东会会议资料 有研半导体硅材料股份公司 会议资料目录 三、会议议案 1、议案一：《关于调整部分募投项目实施方案暨部分募投项目延期及新增 募投项目的议案》 1 一、股东会须知 二、会议议程 有研半导体硅材料股份公司 2025 年第三次临时股东会会议资料 2025 年第三次临时股东会须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证大 会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司股东会规则》以及《有研半导体硅材料股份公司章程》《有研半导体硅材 料股份公司股东会议事规则》的相关规定，特制定 2025 年第三次临时股东会会 议须知： 一、为确认出席会议的股东或其代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、为保证本次会议的严肃性和正常秩序， ...

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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 740,055,400股。 本次股票上市流通总数为740,055,400股。 证券代码：688432 证券简称：有研硅 公告编号：2025-041 有研半导体硅材料股份公司 关于首次公开发行部分限售股上市流通公告 本次股票上市流通日期为2025 年 11 月 10 日。 一、本次上市流通的限售股类型 2022年9月6日，根据中国证券监督管理委员会《关于同意有研半导体硅材料 股份公司首次公开发行股票注册的批复》（证监许可〔2022〕2047号），同意有 研半导体硅材料股份公司（以下简称"公司"或"有研硅"）首次向社会公开发 行人民币普通股（A股）187,143,158股。公司于2022年11月10日在上海证券交易 所科创板上市。首次公开发行股票完成后，公司总股本为1,247,621,058股，其中 有限售条件流通股为1,108,389,314股，无限售条件流通股为139,231,744股。 本次上市 ...

中信证券股份有限公司 关于有研半导体硅材料股份公司 首次公开发行部分限售股解禁上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"）作为有研半导体硅材料股 份公司（以下简称"有研硅"或"公司"）首次公开发行股票并在科创板上市的 保荐机构和持续督导机构，根据《证券发行上市保荐业务管理办法》《上海证券 交易所科创板股票上市规则》等相关规定履行持续督导职责，对首次公开发行部 分限售股解禁上市流通事项进行了核查，核查情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2022 年 9 月 6 日出具的《关于同意有研半 导体硅材料股份公司首次公开发行股票注册的批复》（证监许可〔2022〕2047 号） 同意公司首次公开发行股票的注册申请。公司首次向社会公众公开发行人民币普 通股（A 股）股票 187,143,158 股，并于 2022 年 11 月 10 日在上海证券交易所科 创板上市，发行完成后股本总数为 1,247,621,058 股，其中有限售条件流通股 1,108,389,314 股，占公司发行完成后股本总数的 88.84%，无限售条件流通股 139,231,744 股，占公司发行 ...

Group 1 - The core viewpoint of the news is that Youyan Silicon has experienced a stock price increase of 5.15%, reaching 13.47 CNY per share, with a trading volume of 172 million CNY and a turnover rate of 2.61%, resulting in a total market capitalization of 16.805 billion CNY [1] - Youyan Semiconductor Silicon Materials Co., Ltd. is located in Xicheng District, Beijing, and was established on June 21, 2001, with its listing date on November 10, 2022. The company's main business involves the research, production, and sales of semiconductor materials [1] - The revenue composition of Youyan Silicon's main business includes 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, 6.80% from other sources, and 2.16% from supplementary sources [1] Group 2 - From the perspective of Youyan Silicon's top ten circulating shareholders, a fund under Southern Fund ranks among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 39,200 shares in the third quarter, now holding 3.4202 million shares, which accounts for 0.67% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 27.12%, ranking 2130 out of 4216 in its category; the one-year return is 25.9%, ranking 2007 out of 3889; and since inception, the return is 12.5% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 6 years and 360 days, managing total fund assets of 122.76 billion CNY, with the best fund return during the tenure being 182.39% and the worst being -15.93% [2]

Core Viewpoint - The company has established a multi-dimensional layout in the storage sector, with its etching equipment components entering the supply chain of storage clients, including Yangtze Memory Technologies, which is currently in the certification phase [2] Group 1 - The company has entered the supply chain of storage clients with its etching equipment components [2] - Yangtze Memory Technologies is in the certification phase for the company's products [2] - The company supplies components to TSMC through its controlling shareholder's subsidiary, indirectly entering the storage field [2] Group 2 - The company's affiliate, Shandong Youyan Aisi, has successfully supplied 12-inch silicon wafers to Yangtze Memory Technologies [2]

有研硅10月28日在接受机构调研时表示，公司在存储领域已形成多维布局。刻蚀设备用零部件产品已进 入存储类客户供应链，其中长江存储处于认证阶段；同时公司通过控股股东的子公司向台积电供应零部 件产品，从而间接进入存储领域。此外，参股公司山东有研艾斯的12英寸硅片已实现向长江存储供货。 ...