格隆汇12月1日丨华海诚科(688535.SH)公布，截至本公告披露日，公司本次股份回购计划实施完毕。公 司通过集中价交易方式实际回购公司股份60.64万股，占公司总股本的0.70%，回购成交的最高价为 101.78元/股，最低价为62.17元/股，回购均价76.62元/股，支付的资金总额为人民币4646.46万元（不含 印花税、交易佣金等交易费用）。 ...

格隆汇12月1日丨华海诚科(688535.SH)公布，截至本公告披露日，公司本次股份回购计划实施完毕。公 司通过集中价交易方式实际回购公司股份60.64万股，占公司总股本的0.70%，回购成交的最高价为 101.78元/股，最低价为62.17元/股，回购均价76.62元/股，支付的资金总额为人民币4646.46万元（不含 印花税、交易佣金等交易费用）。 ...

Core Viewpoint - The storage chip sector experienced a significant rally in the afternoon, with notable increases in stock prices for several companies [1] Company Performance - Beijing Junzheng saw its stock price rise by over 13% [1] - Zhaoyi Innovation's stock increased by more than 5% [1] - Other companies such as Baiwei Storage, Huahai Chengke, and Fudan Microelectronics also experienced stock price increases [1]

Core Insights - The stock of Huahai Chengke increased by 3.29% on November 27, with a trading volume of 355 million yuan [1] - The company reported a financing buy-in of 38.92 million yuan and a net financing buy of 816,700 yuan on the same day [1][2] - As of September 30, the company achieved a revenue of 279 million yuan, a year-on-year increase of 16.52%, but the net profit attributable to shareholders decreased by 42.58% to 20.05 million yuan [2] Financing and Margin Trading - On November 27, Huahai Chengke's financing balance reached 485 million yuan, accounting for 9.73% of its market capitalization, which is above the 80th percentile of the past year [1] - The company had no short selling on November 27, with a short selling balance of 20,900 yuan and a remaining short selling volume of 2,200 shares, also above the 70th percentile of the past year [1] Shareholder and Institutional Holdings - As of September 30, the number of shareholders increased by 31.48% to 12,900, while the average circulating shares per person decreased by 23.95% to 4,068 shares [2] - The company has distributed a total of 64.48 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, the Jiashi Competitive Advantage Selected Mixed Fund A is the eighth largest shareholder, holding 813,900 shares as a new investor [3]

Group 1 - The storage industry is currently experiencing a super cycle driven by AI, leading to an increase in storage chip prices [1] - Advanced packaging technology is positively impacting the packaging materials supply chain, resulting in both volume and price increases [1] - The overall business operations of the company are benefiting from these industry trends [1]

11月27日，华海诚科涨5.02%，截至发稿，报96.60元/股，成交1.76亿元，换手率3.55%，总市值83.46亿 元。华海诚科股价已经连续3天上涨，区间累计涨幅5.88%。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从华海诚科十大流通股东角度 数据显示，嘉实基金旗下1只基金位居华海诚科十大流通股东。嘉实竞争力优选混合A（010437）三季 度新进十大流通股东，持有股数81.39万股，占流通股的比例为1.55%。根据测算，今日浮盈赚取约 376.04万元。连续3天上涨期间浮盈赚取415.93万元。 嘉实竞争力优选混合A（010437）成立日期2021年2月24日，最新规模29.99亿。今年以来收益47.05%， 同类排名881/8130；近一年收益50.58%，同类排名796/8054；成立以来亏损2 ...

Group 1 - The core viewpoint of the article highlights a significant increase in merger and acquisition (M&A) activities in 2023, driven by regulatory policies, with the number of companies approved for M&A nearly doubling compared to the entire previous year [1][2] - The M&A cases this year predominantly focus on upstream and downstream integration within industries, particularly in "hard technology" sectors such as information technology, semiconductors, and biomedicine, indicating a shift towards quality enhancement in M&A activities [1][2] - The payment methods for M&A transactions have diversified, including options like private placements, convertible bonds, and cash, reflecting a more flexible approach in deal structuring [1] Group 2 - Notable M&A cases this year include classic strategies such as reverse mergers and absorption mergers, with many transactions occurring within the same industry or along the supply chain [2] - The majority of M&A targets are concentrated in "hard technology" sectors, with specific examples including acquisitions by companies like Hongchuang Holdings and Huahai Chengke, which are focused on enhancing technological capabilities [2] - The trend of acquiring unprofitable assets is evident, with several companies pursuing such acquisitions, indicating a growing acceptance of these types of investments in emerging industries [2]

分红方面，华海诚科A股上市后累计派现6448.11万元。 机构持仓方面，截止2025年9月30日，华海诚科十大流通股东中，嘉实竞争力优选混合A（010437）位 居第八大流通股东，持股81.39万股，为新进股东。 资金流向方面，主力资金净流入180.18万元，特大单买入0.00元，占比0.00%，卖出101.78万元，占比 1.84%；大单买入1075.70万元，占比19.41%，卖出793.74万元，占比14.32%。 华海诚科今年以来股价涨27.81%，近5个交易日跌11.56%，近20日跌8.80%，近60日涨3.10%。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 华海诚科所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：先进封装、并购重组、半导 体、专精特新、华为概念等。 截至9月30日， ...

Core Viewpoint - Jiangsu Huahai Chengke New Materials Co., Ltd. has completed the issuance of shares and convertible bonds to acquire assets, raising funds for the transaction, with a total of 5,699,018 shares issued at a price of 56.15 yuan per share, reflecting the company's strategic move to enhance its position in the semiconductor packaging materials industry [2][19]. Group 1: Issuance Overview - The company issued 5,699,018 shares at a price of 56.15 yuan per share [2][19]. - The new shares are expected to be listed on the Shanghai Stock Exchange after the lock-up period, which starts from the completion of the issuance [2][3]. - The issuance has completed all necessary decision-making and approval procedures [4]. Group 2: Asset Transfer and Registration - The transfer of the target assets has been completed, with the company now holding 100% equity of the target company [13][14]. - The new registered capital after the issuance is 86,395,471 yuan, following the verification by Zhonghui Accounting Firm [15][16]. Group 3: Impact on Company Structure - The issuance will not change the control of the company, as it remains without a controlling shareholder, with actual controllers being Han Jianglong, Cheng Xingming, and Tao Jun [21]. - The company is positioned as a leading player in the semiconductor packaging materials sector, with an expected annual production capacity of over 25,000 tons post-transaction [22]. Group 4: Strategic Positioning - The company aims to leverage the acquisition to enhance its R&D capabilities in advanced packaging materials, including high thermal conductivity encapsulants and liquid encapsulants, thereby addressing critical supply chain challenges [22]. - The expansion strategy includes extending production and sales bases to South Korea and Malaysia, aiming to establish a global presence in the semiconductor packaging materials market [22].

证券代码：688535 证券简称：华海诚科 公告编号：2025-078 江苏华海诚科新材料股份有限公司 关于发行股份、可转换公司债券及支付现金 购买资产并募集配套资金之发行结果 暨股本变动公告 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。 重要内容提示: 发行数量和价格 股票种类：人民币普通股（A 股） 发行股票数量：5,699,018 股 发行股票价格：56.15 元/股 预计上市时间 本次发行股份购买资产新增股份已于 2025 年 11 月 12 日在中国证券登记结 算有限责任公司上海分公司办理完成登记手续。 本次发行新增股份在其限售期满的次一交易日在上海证券交易所上市交易 （预计上市时间如遇法定节假日或休息日，则顺延至其后的第一个交易日），限 售期自股份发行完成之日起开始计算。 资产过户情况 本次交易标的资产的过户手续已办理完毕。 如无特别说明，本公告中涉及有关单位及术语的简称与上市公司同日在上海 证券交易所网站（http://www.sse.com.cn）披露的《江苏华海诚科新材料股份有 限公司关于发行股份、可转 ...