Core Viewpoint - On November 12, Huahai Qingke executed a block trade of 54,000 shares at a price of 93.23 yuan, representing a discount of 13% compared to the market closing price of 107.16 yuan, with a total transaction value of 5.0344 million yuan, accounting for 0.99% of the total trading volume for the day [1]. Summary by Category - **Transaction Details** - The block trade involved 54,000 shares of Huahai Qingke, with a transaction value of 5.0344 million yuan [1]. - The executed price of the shares was 93.23 yuan, which is 13% lower than the market closing price of 107.16 yuan [1]. - **Market Impact** - The transaction accounted for 0.99% of the total trading volume on that day, indicating a relatively small impact on the overall market activity [1].

关于 2024 年限制性股票激励计划首次授予部分 第一个归属期归属结果公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、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： 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，江苏华海诚科新材料股份有限公司（以下简称" 公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《过户登 记确认书》，公司完成了2024 年限制性股票激励计划首次授予部分第一个归 属期的股份归属登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 1 、2024年9月24日，公司召开的第三届董事会第十六次会议，审议通过了 《关于江苏华海诚科新材料股份有限公司2024年限制性股票激励计划（草案）及 其摘要的议案》、《关于<江苏华海诚科新材料股份有限公司2024年限制性股票 激励计划实施考核管理办法>的议案》以及《关于提请股东大会授权董事会办理 公司2024年限制性股票激励计划有关事宜的议案》。 证券代码：688535 证券简称：华海诚科 公告编号：2025- ...

Group 1 - The core viewpoint of the news is that Huahai Chengke's stock price increased by 5.75%, reaching 111.03 CNY per share, with a trading volume of 220 million CNY and a turnover rate of 3.98%, resulting in a total market capitalization of 8.96 billion CNY [1] - Huahai Chengke, established on December 17, 2010, and listed on April 4, 2023, is located in Lianyungang, Jiangsu Province. The company 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 business 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 - Among the top ten circulating shareholders of Huahai Chengke, a fund under Jiashi Fund ranks first. Jiashi Competitive Advantage Mixed A (010437) entered the top ten circulating shareholders in the third quarter, holding 813,900 shares, which accounts for 1.55% of the circulating shares. The estimated floating profit today is approximately 4.9163 million CNY [2] - Jiashi Competitive Advantage Mixed A (010437) was established on February 24, 2021, with a latest scale of 2.999 billion CNY. Year-to-date returns are 56.21%, ranking 619 out of 8147 in its category; the one-year return is 45.99%, ranking 621 out of 8056; and since inception, it has a loss of 24.74% [2] Group 3 - The fund manager of Jiashi Competitive Advantage Mixed A (010437) is Yang Huan, who has a cumulative tenure of 10 years and 150 days. The current total asset scale of the fund is 4.197 billion CNY, with the best fund return during the tenure being 189.6% and the worst being -40.97% [3]

证券代码：688535 证券简称：华海诚科 公告编号：2025-076 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | √其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 重要内容提示： 权益变动方向 比例增加□ 比例减少√ 权益变动前合计比例 6.68% 权益变动后合计比例 5.96% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否√ 是否触发强制要约收购义务 是□ 否√ 上述信息披露义务人无一致行动人 二、 权益变动触及 1%刻度的基本情况 江苏华海诚科新材料股份有限公司（以下简称"公司"）于近日收到公司股 东杨森茂先生出具的《股份减持情况告知函》，杨森茂于 2025 年 10 月 27 日至 2025 年 11 月 10 日期间通过集中竞价交易方式及大宗交易方式累计减持公司股 份 584,689 股，占公司总股本的 0.72%，其所持有的公司股份比例由 6.68%减少 至 5. ...

Group 1 - The core point of the article is that Huahai Chengke (688535.SH) announced a share reduction by its shareholder Yang Senmao, who reduced his holdings from 6.68% to 5.96% of the total shares [1] - Yang Senmao reduced a total of 584,700 shares, which accounts for 0.72% of the company's total share capital [1] - The share reduction occurred between October 27, 2025, and November 10, 2025, through centralized bidding and block trading methods [1]

Core Viewpoint - Shareholder Yang Senmao plans to reduce his stake in Huahai Chengke by selling 584,689 shares, which represents 0.72% of the total share capital, decreasing his ownership from 6.68% to 5.96% [1] Summary by Relevant Sections - **Shareholder Activity** - Yang Senmao will conduct the share reduction from October 27 to November 10, 2025, through centralized bidding and block trading [1] - The reduction is part of a previously disclosed plan and does not trigger a mandatory offer or violate any regulations or commitments [1] - **Compliance and Monitoring** - The company will ensure that Yang Senmao complies with the reduction plan and discloses information in a timely manner [1]

Market Overview - The Shanghai Composite Index closed at 4018.60 points, above the five-day moving average, with a gain of 0.53% [1] - The total trading volume of A-shares reached 2,194.371 billion yuan [1] Stocks Performance - A total of 1,028 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Jindike (金迪克) with a deviation rate of 13.94% and a daily increase of 20.01% [1] - Online and Offline (线上线下) with a deviation rate of 11.70% and a daily increase of 20.00% [1] - Taipeng Intelligent (泰鹏智能) with a deviation rate of 10.05% and a daily increase of 13.62% [1] Additional Stocks with Notable Performance - Other stocks with notable performance include: - Zhongfutong (中富通) with a daily increase of 12.67% and a deviation rate of 8.54% [1] - Peking University Pharmaceutical (北大医药) with a daily increase of 10.02% and a deviation rate of 7.89% [1] - Dike Co., Ltd. (帝科股份) with a daily increase of 10.95% and a deviation rate of 7.85% [1] Summary of Deviation Rates - The report includes a detailed ranking of stocks based on their deviation rates from the five-day moving average, highlighting both high and low performers [1][2]

Industry Rating - The industry investment rating is maintained at "Outperform the Market" [1] Core Viewpoints - The domestic substitution of semiconductor resins is accelerating, with significant developments in both packaging and photoresist fields. The demand for specialty resin materials is continuously increasing due to the rapid advancement of advanced packaging and high-end lithography technologies [2][3] - The epoxy molding compound (EMC) has shown significant results in domestic production, with Jiangsu Huahai Chengke New Materials Co., Ltd. leading the market. The advanced packaging market in China is expected to reach 85.2 billion yuan by 2025, providing ample opportunities for EMC companies [2][12] - The domestic production of photoresist resin is still in its early stages, with a vast potential for substitution. The photoresist resin accounts for over 50% of the cost of photoresists, and the domestic market for semiconductor photoresists is projected to reach 15.03 billion yuan by 2028, with a compound annual growth rate of 18.5% [2][33] Summary by Sections Semiconductor Resin - Epoxy molding compound (EMC) is the mainstream material in semiconductor chip packaging, with Jiangsu Huahai Chengke emerging as a leader in the domestic market. The company has achieved significant breakthroughs in high-end markets, with products meeting international standards [2][16] - The upstream supply chain for EMC includes epoxy resin, high-performance phenolic resin, and silica powder, with silica powder accounting for over 60% of the cost [14] - The global advanced packaging market is expected to grow from $51.9 billion in 2024 to $78.6 billion by 2028, with China's advanced packaging market projected to grow at a compound annual growth rate of 18.7% [14] Photoresist Resin - The photoresist resin is a critical component in photoresists, with its quality directly affecting lithography precision. The domestic market for semiconductor photoresists is expected to grow significantly, driven by increasing demand from the electronics industry [25][30] - The market for KrF and ArF photoresists is projected to grow substantially, with domestic companies like Saint Quan Group and Tongcheng New Materials making significant progress in developing these technologies [37][38] - The global high-end semiconductor photoresist market is dominated by Japanese and American companies, with domestic firms gradually entering the market and achieving notable advancements in KrF and ArF technologies [34][35]

Core Points - The company has announced the achievement of the first vesting conditions for the 2024 restricted stock incentive plan, allowing for the vesting of 329,600 shares [13][15][18] - The total number of restricted stocks to be granted under this plan is 923,000 shares, representing approximately 1.14% of the company's total share capital [1][5] - The grant price for the restricted stocks is set at 25.77 yuan per share [2][17] Group 1 - The number of shares to be vested is 329,600, with 61 individuals qualifying for this vesting [13][17] - The first vesting period for the granted restricted stocks is from November 5, 2025, to November 4, 2026 [12][16] - The company has established performance assessment requirements at both the company and individual levels for the incentive plan [4][6] Group 2 - The board of directors approved the vesting conditions on November 6, 2025, confirming that the conditions have been met [12][33] - The company will handle the registration of shares for those who meet the vesting conditions [6][18] - A total of 8,000 shares will be canceled due to the death of one of the grantees [25][26] Group 3 - The company has followed all necessary procedures and disclosures related to the incentive plan [21][30] - The board's compensation and assessment committee has reviewed and approved the vesting conditions and the cancellation of unvested shares [29][36] - The incentive plan is expected to have no significant impact on the company's financial status or operational results [28][19]

证券代码：688535 证券简称：华海诚科 公告编号：2025-074 江苏华海诚科新材料股份有限公司 关于作废公司2024年限制性股票激励计划部分已授 予尚未归属的限制性股票的公告 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。 江苏华海诚科新材料股份有限公司（以下简称"公司"）于 2025年11月6日召开 的第四届董事会第九次会议审议通过《关于作废部分已授予尚未归属的2024年限 制性股票的议案》，现将相关事项公告如下： 一、公司 2024 年限制性股票激励计划（以下简称"本次激励计划"）已履 行的决策程序和信息披露情况 （一）2024年9月24日，公司召开的第三届董事会第十六次会议，审议通 过了《关于江苏华海诚科新材料股份有限公司2024年限制性股票激励计划（草 案）及其摘要的议案》《关于<江苏华海诚科新材料股份有限公司2024年限制 性股票激励计划实施考核管理办法>的议案》 以及《关于提请股东大会授权 董事会办理公司2024年限制性股票激励计划有关事宜的议案》。 同日，公司召开第三届监事会第十四次会议，审议通过了《 ...