Market Performance - The semiconductor industry index rose by 1.43% as of September 23, 2025, with notable gains from companies like Changchuan Technology (up 20.00%) and Huafeng Measurement Control (up 8.54%) [1] - The semiconductor industry ETF (159582) increased by 1.42%, reaching a price of 2.07 yuan, and has seen a cumulative increase of 9.79% over the past week [1] - The ChiNext chip index experienced a slight decline of 0.05%, with mixed performance among constituent stocks [3] - The new materials index on the ChiNext fell by 0.58%, with some stocks like Tonglian Precision gaining while others like Debang Technology declined [5] Investment Trends - Nvidia and OpenAI announced a partnership, with Nvidia planning to invest up to $100 billion in data centers, leading to a nearly 4% increase in Nvidia's stock price [6] - Domestic chip companies are making progress, with Moer Thread set to debut on the ChiNext and Muxi Co. entering the second round of inquiries for its IPO, focusing on high-performance GPU development [6] Technology Advancements - DeepSeek announced an upgrade to its model, enhancing language consistency and agent capabilities, while Yushu Technology showcased its humanoid robot's strong anti-interference abilities [7] - The continuous iteration of AI and robotics technology indicates ongoing optimization in AI application capabilities [8] ETF Insights - The semiconductor industry ETF has a recent scale of 255 million yuan, marking a six-month high, despite a net outflow of 602.22 million yuan recently [9] - The ChiNext chip ETF has seen a net outflow of 337.66 million yuan, with a total inflow of 334 million yuan over the past 21 trading days [10] - The new materials ETF has experienced a significant scale increase of 212 million yuan over the past year, ranking first among comparable funds [10]

Group 1 - The stock price of Youyan Powder Materials increased by 4.97%, reaching 55.5 yuan per share, marking a new high [1] - The total market capitalization of the company surpassed 5.753 billion yuan [1] - The trading volume amounted to 83.1976 million yuan [1]

Group 1 - The core viewpoint is that 有研粉材's metal powder materials have potential applications in consumer electronics, particularly in Apple's iPhone 17, which utilizes aluminum alloy and copper alloy VC thermal plates [1] - Aluminum alloy offers advantages in weight reduction and heat dissipation, while copper alloy excels in thermal management, highlighting the relevance of these materials in the industry [1]

从有研粉材十大流通股东角度 9月16日，有研粉材涨5.07%，截至发稿，报51.44元/股，成交5147.26万元，换手率0.98%，总市值53.32 亿元。 资料显示，有研粉末新材料股份有限公司位于北京市怀柔区雁栖经济开发区雁栖路3号1幢，成立日期 2004年3月4日，上市日期2021年3月17日，公司主营业务涉及有色金属粉体材料的研发、生产和销售。 主营业务收入构成为：铜基金属粉体材料59.04%，微电子锡基焊粉材料29.39%，其他6.78%，电子浆料 2.54%，3D打印粉体材料1.48%，其他(补充)0.77%。 数据显示，华商基金旗下1只基金位居有研粉材十大流通股东。华商乐享互联灵活配置混合A （001959）二季度减持29.81万股，持有股数62.16万股，占流通股的比例为0.6%。根据测算，今日浮盈 赚取约154.15万元。 华商乐享互联灵活配置混合A（001959）成立日期2015年12月18日，最新规模6.12亿。今年以来收益 33.13%，同类排名2261/8174；近一年收益92.22%，同类排名636/7982；成立以来收益173.04%。 风险提示：市场有风险，投资需谨慎。本文为A ...

Group 1 - The company held its third extraordinary general meeting of shareholders in 2025, with no resolutions being rejected [2] - The meeting was convened by the board of directors and chaired by Chairman He Huijun [3] - All current directors (7), supervisors (3), and key executives attended the meeting, ensuring full representation [4] Group 2 - Two non-cumulative voting proposals were approved: the addition of the 2025 financial budget and the performance salary for the chairman for 2024 [5] - The meeting was held on September 15, 2025, at the company's conference room in Beijing [5] - The voting process complied with the Company Law and the company's articles of association, with more than half of the voting rights present approving the resolutions [6]

证券代码：688456 证券简称：有研粉材 公告编号：2025-037 有研粉末新材料股份有限公司 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 45 | | --- | --- | | 普通股股东人数 | 45 | | 2、出席会议的股东所持有的表决权数量 | 41,310,241 | | 普通股股东所持有表决权数量 | 41,310,241 | | 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 | 39.8517 | | 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（%） | 39.8517 | 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） 股东大会召开的时间：2025 年 9 月 15 日 （二） 股东大会召开的地点：北京市怀柔区雁栖经济开发区雁栖路 3 号 1 幢有 研粉材二 ...

北京市金杜律师事务所 关于有研粉末新材料股份有限公司 2025 年第三次临时股东会的法律意见书 致：有研粉末新材料股份有限公司 北京市金杜律师事务所（以下简称本所）接受有研粉末新材料股份有限公司 （以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员会《上 市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国境内（以下简 称中国境内，为本法律意见书之目的，不包括中国香港特别行政区、中国澳门特 别行政区和中国台湾省）现行有效的法律、行政法规、规章和规范性文件和现行 有效的《有研粉末新材料股份有限公司章程》（以下简称《公司章程》）有关规定， 指派律师出席了公司于 2025 年 9 月 15 日召开的 2025 年第三次临时股东会（以下 简称本次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 公司 2023 年年度股东大会审议通过的《公司章程》； 2. 公司董事会于 2025 年 8 月 26 日作出的《有研粉末新材料股份有限公司第 三届董 ...

Group 1 - The company, Youyan Powder Materials (688456.SH), stated on an interactive platform that it currently does not have any products applied in Huawei's Kirin chips [1]

格隆汇9月9日丨有研粉材(688456.SH)在互动平台表示，公司未来产业针对微纳级铜粉、银粉、银包铜 粉、镍粉及其浆料等产品开展技术开发，增加互连材料的种类，可应用于PCB、MLCC等产品。 ...

Group 1 - The company has developed high fluidity low oxygen content printing copper powder [1] - This new product can be used for additive manufacturing of liquid cooling plates [1] - The development meets the demands of downstream customers [1]