Core Viewpoint - Nanya New Materials has shown significant stock price growth this year, with a year-to-date increase of 222.99%, despite a slight decline in the last five trading days [1][2]. Group 1: Stock Performance - As of September 3, Nanya New Materials' stock price reached 68.36 CNY per share, with a market capitalization of 16.049 billion CNY [1]. - The stock has experienced a 0.47% decline over the last five trading days, a 43.89% increase over the last 20 days, and a 73.66% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading volume) four times this year, with the most recent appearance on August 18, where it recorded a net buy of -34.7559 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Nanya New Materials reported a revenue of 2.305 billion CNY, representing a year-on-year growth of 43.06%, and a net profit attributable to shareholders of 87.1902 million CNY, up 57.69% year-on-year [2]. - The company has distributed a total of 205 million CNY in dividends since its A-share listing, with 101 million CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 10.07% to 6,378, while the average number of circulating shares per person increased by 11.19% to 36,421 shares [2]. - New institutional shareholders include Guotai Asset Management and Huashan Media Internet Fund, while E Fund Supply-side Reform Mixed Fund has exited the top ten circulating shareholders list [3].

Core Viewpoint - The company has successfully completed the non-trading transfer of its 2025 employee stock ownership plan, with a total of 72 employees participating and a final subscription amount of 669,000 shares at a price of 21.19 yuan per share [1][2]. Group 1: Employee Stock Ownership Plan Details - The 2025 employee stock ownership plan was approved during the board and supervisory meetings held on June 25, 2025, and the relevant announcements were disclosed on June 26 and July 15, 2025 [1]. - A total of 72 employees participated in the plan, with 669,000 shares being subscribed from the company's repurchased A-shares [1][2]. - The plan has a duration of 24 months, with a minimum holding period of 12 months, and the shares will be locked for 12 months from the date of transfer [2]. Group 2: Implementation and Monitoring - The company will continue to monitor the implementation of the employee stock ownership plan and fulfill its information disclosure obligations as required by relevant laws and regulations [2].

证券代码：688519 证券简称：南亚新材 公告编号：2025-069 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》及《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》的要求，现将 本次持股计划的实施进展情况公告如下： 在认购缴款阶段，2 名参与对象由于个人原因离职放弃认购其拟获授的全部 份额；1 名参与对象被取消资格。根据参与对象实际认购情况及最终缴款审验结 果，公司 2025 年员工持股计划实际参与认购的员工共计 72 人，最终认购份额为 14,176,110 万份，缴纳认购资金总额为 14,176,110 万元，认购份额对应股份数 量为 66.90 万股，股票来源为公司回购专用证券账户持有的公司 A 股普通股股 票。 2025 年 9 月 2 日，公司收到中国证券登记结算有限责任公司出具的《证券 过户登记确认书》，公司回购专用证券账户中所持有的 66.90 万股公司股票已于 2025 年 9 月 1 日以非交易过户的方式过户至公司 2025 年员工持股计划证券账户 中，过户价格为 21.19 元/股。 截至本公告披露日，公司 2025 年员工持股计划证券账户持有公司股份 ...

Market Overview - On September 2, the component sector experienced a decline of 5.86%, with Nanya Technology leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Notable declines included: - Nanya Technology: closed at 66.99, down 10.09% with a trading volume of 86,400 and a turnover of 601 million [2] - Xinsen Technology: closed at 19.60, down 10.01% with a trading volume of 2,024,900 and a turnover of 4.121 billion [2] - Deep South Circuit: closed at 179.89, down 10.00% with a trading volume of 198,600 and a turnover of 3.754 billion [2] - Other significant declines included Jianghai Co., Ltd. at 32.98, down 9.99%, and Shengyi Technology at 49.50, down 9.79% [2] Capital Flow Analysis - The component sector saw a net outflow of 6.377 billion from institutional investors, while retail investors contributed a net inflow of 5.872 billion [2][3] - The table of capital flow indicates that: - Mingyang Circuit had a net outflow of 32.6271 million from institutional investors [3] - Xinjie Technology saw a net inflow of 10.4327 million from retail investors [3] - ST Dongjing experienced a net outflow of 2.6864 million from institutional investors but a net inflow of 2.1320 million from retail investors [3]

Group 1 - The company, Nanya New Materials (688519.SH), announced the sale of 127,599 shares that were repurchased on August 11, 2025, at an average price of 45.272 CNY per share, representing 0.05% of the total share capital [1] - As of August 31, 2025, the company has reduced its holdings by 2,315,470 shares through centralized bidding, with an average selling price of 51.14 CNY per share, accounting for 0.99% of the total share capital [1] - The total number of shares reduced by the company through the repurchase account amounts to 2,315,470 shares at an average price of 51.14 CNY per share, which also represents 0.99% of the total share capital [1]

证券代码：688519 证券简称：南亚新材 公告编号：2025-068 回购股份的基本情况 南亚新材料科技股份有限公司（以下简称"公司"）于 2024 年 2 月 21 日至 2024 年 4 月 16 日期间累计回购公司股份 7,866,401 股。前述股份将于回购完成 公告披露十二个月后采用集中竞价交易方式出售，并在回购完成公告披露后三年 内完成出售，若公司未能在上述期限内完成出售，未实施出售部分股份将履行相 关程序予以注销。 减持计划的进展情况 2025 年 7 月 14 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《关于回购股份集中竞价减持计划的公告》，公司计划自本公告之日起 15 个交 易日后的三个月内，通过集中竞价交易方式，按市场价格减持不超过 2,347,710 股的已回购股份，占公司总股本不超过 1%。若此期间公司有送股、资本公积金 转增股本等导致公司股本数量变动的情形，公司将对减持数量进行相应调整。 2025 年 8 月 11 日，公司首次出售已回购股份 127,599 股，减持均价为 45.272 元/股，减持股份数量占公司总股本 0.05%。截至 2025 年 8 ...

Core Points - Company Nanya New Materials (688519.SH) announced the sale of 127,599 repurchased shares on August 11, 2025, at an average price of 45.272 CNY per share, representing 0.05% of the total share capital [1] - As of August 31, 2025, the company has reduced its holdings by 2,315,470 shares through centralized bidding, with an average selling price of 51.14 CNY per share, accounting for 0.99% of the total share capital [1] - The total number of shares sold by the company's repurchase account through centralized bidding is 2,315,470 shares at an average price of 51.14 CNY per share, which also represents 0.99% of the total share capital [1]

Market Overview - In 2024, the overall packaging market is expected to grow by 16% year-on-year to reach $105.5 billion, with the advanced packaging market growing by 20.6% to $51.3 billion, accounting for nearly 50% of the total [2][14]. - By 2030, the overall packaging market is projected to reach $160.9 billion, with advanced packaging expected to grow to $91.1 billion, resulting in a compound annual growth rate (CAGR) of 10% from 2024 to 2039 [2][14]. - The high-end market share is anticipated to increase from 8% in 2023 to 33% by 2029, driven by the demand from generative AI, edge computing, and intelligent driving ADAS [2][16]. Need for Advanced Packaging - The end of Moore's Law for advanced processes marks the beginning of the packaging Moore's Law, focusing on achieving higher performance at lower costs through system-level packaging techniques [3][30]. - The increasing demand for diverse functionalities leads to more frequent interactions between functional devices, necessitating efficient high-speed interconnections between chips to enhance overall system performance [3][30]. Need for Panel-Level Packaging (PLP) - PLP technology offers higher cost-effectiveness, greater design flexibility, and superior thermal and electrical performance, with significant potential to replace traditional packaging methods [4][42]. - The traditional packaging market is projected to reach $54.2 billion in 2024 and $69.8 billion by 2030, indicating a broad space for PLP to replace existing solutions [4][42]. - The wafer-level packaging market is expected to be $2.1 billion in 2024, with the FO/2.5D organic interposer market at $1.8 billion, potentially reaching $8.4 billion by 2030 [4][42]. Importance of Substrates in High-End Markets - Packaging substrates play a crucial role in signal transmission, heat dissipation, protection, and functional integration, with low-loss transmission being a key property [5][36]. - The increasing I/O density requirements driven by trends in mobile devices, 5G, data centers, and high-performance computing necessitate advancements in substrate technology to meet higher resolution demands [5][36]. COWOP and Substrate-Less Concepts - The Chip on Wafer on PCB (COWOP) concept blurs the definitions between PCB and substrate, focusing on transferring substrate functions to PCB while maintaining compatibility with existing technologies [6][36]. - Current PCB wiring density and I/O density are insufficient to match interposer requirements, necessitating the development of materials that can achieve high-density I/O [6][36]. Related Companies - Key players in the packaging substrate and materials sector include companies like Unimicron, BOE, and Corning, which are diversifying their businesses to capture opportunities in PLP and glass substrate applications [45].

Group 1 - On August 27, Nanya New Materials executed a block trade of 52,000 shares, with a transaction value of 3.5714 million yuan, accounting for 0.39% of the total transaction value for the day [1] - The transaction price was 68.68 yuan, which remained unchanged compared to the market closing price of 68.68 yuan [1] - The buying brokerage was Guotai Junan Securities Co., Ltd., while the selling brokerage was Dongfang Securities Co., Ltd. [2]

Group 1 - Nanya Technology (688519) experienced a decline of 6.34% on August 27, closing at 68.68 yuan, with a turnover rate of 5.56% and a trading volume of 130,600 shares, amounting to a transaction value of 916 million yuan [1] - On August 27, the net outflow of main funds was 105 million yuan, accounting for 11.41% of the total transaction value, while retail investors saw a net inflow of approximately 79 million yuan, representing 8.65% of the total transaction value [1] - Over the past five days, the net inflow of margin financing was 79.88 million yuan, indicating an increase in financing balance, while the net inflow of securities lending was 0.0, with an increase in securities lending balance [1] Group 2 - The top ten public funds holding Nanya Technology include Guoshou Anbao Smart Life Stock A, which holds 2.0508 million shares, remaining unchanged, and several funds that have newly entered the top ten holdings [1] - Guoshou Anbao Smart Life Stock A has a scale of 1.828 billion yuan, with a latest net value of 1.825, which increased by 0.83% on August 26, and has risen by 87.95% over the past year [2] - The top ten holdings of Guoshou Anbao Smart Life Stock A include Nanya Technology, which accounts for 4.23% of the fund's net value, with a holding of 205.08 million shares valued at 91.88 million yuan [3]