华海诚科(688535.SH)发布公告。公司于2025年9月19日收到中国证监会出具的《关于同意江苏华海诚科 新材料股份有限公司发行股份、可转换公司债券购买资产并募集配套资金注册的批复》，同意公司向绍 兴署辉贸易有限公司等多家公司发行股份及可转换公司债券购买相关资产，并发行股份募集配套资金不 超过8亿元。 ...

证券代码：688535 证券简称：华海诚科 公告编号：2025-062 江苏华海诚科新材料股份有限公司 关于发行股份及支付现金购买资产事项 获得中国证监会注册批复的公告 五、你公司应当按照有关规定办理本次发行股份、可转换公司债券的相关手续。 1 六、本批复自下发之日起 12个月内有效。 七、你公司在实施过程中，如发生法律、法规要求披露的重大事项或遇重大问 题，应当及时报告上海证券交易所并按有关规定处理。 公司董事会将根据上述批复文件和相关法律法规的要求及公司股东大会的授权， 在规定期限内办理本次发行股份购买资产的相关事宜，并及时履行信息披露义务。 敬请广大投资者关注公司后续相关公告，并注意投资风险。 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。 江苏华海诚科新材料股份有限公司（以下简称"公司"或"上市公司"）于 2025 年 9 月 19 日收到中国证券监督管理委员会（以下简称"中国证监会"）出具 的《关于同意江苏华海诚科新材料股份有限公司发行股份、可转换公司债券购买资 产并募集配套资金注册的批复》（证监许可〔2025〕 ...

Industry Overview - Epoxy molding compound (EMC) is essential for semiconductor packaging, widely used in integrated circuits, semiconductor devices, and LED chips [1][4] - The Chinese epoxy molding compound market is projected to reach approximately 10.023 billion yuan in 2024, with a year-on-year growth of 9.93% [1][10] - Growth is driven by the booming electronic information industry, continuous expansion in the semiconductor and new energy sectors, and increasing demand for domestic alternatives [1][10] Market Size - The demand for high-performance epoxy molding compounds is significantly increasing due to the rise of emerging industries such as 5G communication, new energy vehicles, and smart manufacturing [1][10] - Advanced packaging technology development is raising performance requirements for epoxy molding compounds, including high thermal conductivity, low expansion coefficients, and high reliability [1][10] Industry Chain - The upstream of the epoxy molding compound industry includes raw materials such as epoxy resin, high-performance phenolic resin, spherical silica powder, curing agents, and additives [4] - The midstream involves the production and manufacturing of epoxy molding compounds, while the downstream directly applies these materials in semiconductor packaging testing across various sectors, including consumer electronics, automotive electronics, industrial control, photovoltaics, LEDs, power modules, and sensors [4] Key Companies - Jiangsu Huahai Chengke New Materials Co., Ltd. is a leading domestic player in the epoxy molding compound market, with a projected revenue of 332 million yuan in 2024, reflecting a year-on-year growth of 26.63% [10] - Tianjin Kaihua Insulation Materials Co., Ltd. focuses on epoxy powder encapsulation and epoxy molding compounds, with a revenue of 2.0594 million yuan in the first half of 2025, showing a year-on-year increase of 116.85% [10] Industry Development Trends 1. Continuous technological innovation will drive performance improvements in the epoxy molding compound industry, focusing on higher insulation, better heat resistance, and stronger chemical resistance [11] 2. Stricter environmental regulations will push the industry towards green production, with an emphasis on low-VOC and solvent-free epoxy molding compounds [12] 3. The demand for high-performance epoxy molding compounds will continue to grow, particularly in automotive electronics and new energy sectors, with expectations for significant contributions from applications like vehicle-mounted chips and IGBT modules [13]

证监会同意华海诚科发行股份、可转换公司债券购买资产并募集配套资金注册。 ...

（原标题：华海诚科成交额创2023年11月21日以来新高） 数据宝统计，截至14:28，华海诚科成交额10.30亿元，创2023年11月21日以来新高。最新股价上涨 3.46%，换手率18.03%。上一交易日该股全天成交额为10.28亿元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 据天眼查APP显示，江苏华海诚科新材料股份有限公司成立于2010年12月17日。注册资本8069.6453万 人民币。（数据宝） ...

南方财经9月19日电，存储芯片板块短线拉升，华海诚科涨超10%，天山电子、汇成股份、普冉股份、 万润科技、德福科技等跟涨 ...

Group 1 - The index increased by 4.8% at midday closing [1] - The price-to-book ratio stands at 7.3 times [1] - The valuation has increased by 89.39 since the index began tracking [1]

Group 1 - The core point of the news is the significant increase in the stock price of Huahai Chengke, which rose by 5.77% to 100.60 CNY per share, with a trading volume of 256 million CNY and a turnover rate of 4.97%, resulting in a total market capitalization of 8.118 billion CNY [1] - Huahai Chengke, established on December 17, 2010, and listed on April 4, 2023, specializes in the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors, and LED brackets [1] - The main revenue composition of Huahai Chengke includes epoxy encapsulation materials at 92.80%, adhesives at 6.23%, and other products at 0.98% [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Huahai Chengke, with its Jin Xin Minchang Mixed A Fund (005412) holding 29,300 shares, accounting for 3.45% of the fund's net value, ranking as the tenth largest holding [2] - The Jin Xin Minchang Mixed A Fund has a total scale of 36.4716 million CNY and has achieved a year-to-date return of 32.98%, ranking 2552 out of 8172 in its category, with a one-year return of 29.05%, ranking 5391 out of 7980 [2] Group 3 - The fund managers of Jin Xin Minchang Mixed A Fund are Liu Shang and Tan Zhiming, with Liu Shang having a tenure of 27 days and a total fund asset size of 113 million CNY, while Tan Zhiming has a tenure of 162 days with a total fund asset size of 142 million CNY [3] - During their respective tenures, Liu Shang's best fund return was -2.47% and the worst was -4.16%, while Tan Zhiming achieved a best return of 48.6% and a worst return of 8.15% [3]

Group 1: Market Dynamics - As of September 15, 2025, there were 16 new private placement projects added, a decrease of 10 projects compared to the previous period[6] - The number of terminated projects was 6, down by 4 projects from the previous period[6] - The approval rate for projects was 100%, with 10 projects approved by the review committee, an increase of 2 projects[17] Group 2: Fundraising and Valuation - The total fundraising amount for the three listed projects in the last two weeks was 11.281 billion yuan, a decrease of 32.21%[32] - The average price discount rate for the successful project "Fulede" was 13.26%, with a market price discount rate of 16.25%[32] - Zhongke Xingtou plans to raise up to 2.488 billion yuan for various projects, with a projected revenue growth rate exceeding 20% for 2024 and H1 2025[23] Group 3: Performance Metrics - The average absolute return for newly unlocked competitive projects was 33.82%, a decrease of 74.78 percentage points[32] - The average absolute return for pricing projects was 52.71%, down by 32.70 percentage points[32] - The average market price discount rate for pricing projects was 54.35%, an increase of 31.31 percentage points[32] Group 4: Risks - Risks include slower-than-expected review progress, stock price volatility in the secondary market, and changes in the pricing environment for private placements[32]

光大证券股份有限公司关于江苏华海诚科新材料股份有限公司 2025年半年度持续督导跟踪报告 | 保荐机构名称：光大证券股份有限公司 | 被保荐公司名称：江苏华海诚科新材料股份有限公司 | | --- | --- | | 保荐代表人姓名：王如意 | 联系方式：021-22169999 | | | 联系地址：上海市静安区新闸路 1508 号 | | 保荐代表人姓名：岑圣锋 | 联系方式：021-22169999 | | | 联系地址：上海市静安区新闸路 1508 号 | 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》 等有关法律、法规的规定，光大证券股份有限公司（以下简称"光大证券"或"保 荐机构"）作为江苏华海诚科新材料股份有限公司（以下简称"华海诚科""公司"） 持续督导工作的保荐机构，负责华海诚科上市后的持续督导工作，并出具 2025 年半 年度持续督导跟踪报告。 一、持续督导工作的情况 | 序号 | 工作内容 | 持续督导工作情况 | | --- | --- | --- | | 1 | | 保荐机构已建立健全并有效执 | | | 建立健全并有效执行持续督导工作制度，并针对具 | 行 ...