华海诚科1月8日大宗交易平台出现一笔成交，成交量1.94万股，成交金额200.44万元，大宗交易成交价 为103.32元，相对今日收盘价折价15.94%。该笔交易的买方营业部为华鑫证券有限责任公司深圳分公 司，卖方营业部为中信建投证券股份有限公司常州分公司。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 1.94 | 200.44 | 103.32 | -15.94 | 华鑫证券有限责任公 | 中信建投证券股份有限 | | | | | | 司深圳分公司 | 公司常州分公司 | （文章来源：证券时报网） 证券时报·数据宝统计显示，华海诚科今日收盘价为122.91元，上涨1.12%，日换手率为13.42%，成交额 为8.79亿元，全天主力资金净流出384.85万元，近5日该股累计上涨8.36%，近5日资金合计净流入 7533.77万元。 1月8日华海诚科大宗交易一览 进一步统计，近3个月内该股累计发生41笔大宗交易，合 ...

Group 1 - The core transaction involved Huahai Chengke, with a total of 19,400 shares traded, amounting to 2.0044 million yuan, which represents 0.23% of the total trading volume for the day [1] - The transaction price was 103.32 yuan, reflecting a discount of 15.94% compared to the market closing price of 122.91 yuan [1] - The buying brokerage was Huaxin Securities Co., Ltd. Shenzhen Branch, while the selling brokerage was CITIC Construction Investment Securities Co., Ltd. Changzhou Branch [2]

Group 1 - The semiconductor sector showed strong performance at the beginning of trading, with notable increases in stock prices [1] - Companies such as Zhongke Lanyun and Haiguang Information surged over 10% [1] - Other companies including Huahai Chengke, Xinyuan Micro, and Purun Shares also experienced upward movements in their stock prices [1]

Core Viewpoint - Huahai Chengke experienced significant trading activity on January 7, with a total of 135,000 shares traded through block transactions, amounting to 13.65 million yuan, at a price of 101.15 yuan, which represents a discount of 16.78% compared to the closing price of the day [2] Trading Activity Summary - A total of 6 block trades occurred on January 7, with an aggregate trading volume of 135,000 shares and a total transaction value of 13.65 million yuan [2] - The average transaction price was 101.15 yuan, reflecting a discount of 16.78% relative to the closing price of 121.55 yuan [2] - Institutional participation was noted in one of the trades, with a net purchase amounting to 2.02 million yuan [2] Recent Performance Metrics - Over the past three months, Huahai Chengke has recorded 40 block trades, with a cumulative transaction value of 114 million yuan [2] - The stock closed at 121.55 yuan on January 7, marking a 2.14% increase, with a daily turnover rate of 13.42% and a total trading volume of 863 million yuan [2] - The stock has seen a net inflow of 28.09 million yuan in principal funds throughout the day, and a total increase of 5.55% over the last five days, with a cumulative net inflow of 84.66 million yuan [2] Margin Financing Data - The latest margin financing balance for Huahai Chengke stands at 743 million yuan, having increased by 46.13 million yuan over the past five days, representing a growth rate of 6.62% [2]

Group 1 - On January 7, Huahai Chengke executed a block trade of 135,000 shares, with a transaction amount of 13.6553 million yuan, accounting for 1.56% of the total transaction volume for the day [1] - The transaction price was 101.15 yuan, which represents a discount of 16.78% compared to the market closing price of 121.55 yuan [1]

证券代码：688535 证券简称：华海诚科 江苏华海诚科新材料股份有限公司 江苏华海诚科新材料股份有限公司 2026 年第一次临时股东会会议资料 2026 年 1 月 江苏华海诚科新材料股份有限公司 2026 年第一次临时股东会会议资料 江苏华海诚科新材料股份有限公司 2026 年第一次临时股东会 会议资料 | | | | 2026 | 年第一次临时股东会会议须知 1 | | | --- | --- | --- | | | 江苏华海诚科新材料股份有限公司 3 | | | 2026 | 年第一次临时股东会会议议程 3 | | | | 江苏华海诚科新材料股份有限公司 5 | | | 2026 | 年第一次临时股东会会议议案 5 | | | | 议案一 | 5 | | | 关于 2026 年度日常关联交易预计的议案 | 5 | 2026 年第一次临时股东会会议须知 为维护广大投资者的合法权益，保障股东在本次股东会期间依法行使权利， 根据《中华人民共和国公司法》、中国证监会《上市公司股东会规则》和公司《股 东会议事规则》等有关规定，特制定本会议须知： 一、公司负责本次股东会的议程安排和会务工作,确认出席大会的股东或其 ...

Core Viewpoint - The acquisition of 70% stake in Hengsuo Huawai by Huahai Chengke marks a significant step in enhancing the domestic semiconductor packaging materials industry, aiming to improve international competitiveness and technological capabilities in the sector [1][5]. Company Overview - Huahai Chengke, established in December 2010, is a national-level specialized and innovative "little giant" enterprise focused on the R&D and industrialization of semiconductor chip packaging materials, with a complete R&D and production system and independent intellectual property rights [1]. - Hengsuo Huawai is recognized as a national-level specialized and innovative "little giant" enterprise, with a strong global sales network and a product range that includes over a hundred models under the Hysol brand [2]. Financial Performance - As of December 31, 2024, Huahai Chengke reported total assets of 53.53 billion, total liabilities of 13.21 billion, and total equity of 40.33 billion, indicating growth from the previous year [4]. - The company's revenue for 2024 was 46.78 billion, with a net profit of 4.57 billion, reflecting an increase from 2023 [4]. Market Context - The semiconductor packaging materials market is projected to grow significantly, with epoxy molding compounds being critical for the semiconductor industry, as over 90% of semiconductor chips utilize these materials [4][5]. - The domestic demand for semiconductor supply chain security is urgent, given the low localization rate of high-performance packaging materials in China, which is only 10%-20% [4]. Acquisition Details - The acquisition of Hengsuo Huawai was valued at 1.12 billion, with payment structured through cash, shares, and convertible bonds, allowing for a balanced approach to meet various shareholder needs [6][7]. - The cash payment of 320 million was aimed at addressing short-term liquidity needs of certain shareholders, while share issuance and convertible bonds were designed to bind long-term value supporters [7][9][10]. Strategic Implications - The acquisition is expected to extend Huahai Chengke's production and sales base to international markets such as South Korea and Malaysia, enhancing its global market share and competitiveness [5]. - The multi-faceted payment structure of cash, shares, and convertible bonds is seen as a strategic move to mitigate risks associated with valuation discrepancies and to ensure a smooth integration post-acquisition [10][12]. Industry Outlook - The global semiconductor materials market is anticipated to grow by 3.8% in 2024, reaching approximately 67.5 billion, with packaging materials revenue expected to increase by 4.7% to 24.6 billion [5]. - The Chinese packaging materials market is projected to reach 7.86 billion by 2025, growing at a rate of 7.23% [5].

华海诚科1月6日大宗交易平台共发生17笔成交，合计成交量42.42万股，成交金额4203.41万元。成交价 格均为99.09元，相对今日收盘价折价16.73%。从参与大宗交易营业部来看，机构专用席位共出现在8笔 成交的买方或卖方营业部中，合计成交金额为1914.41万元，净买入1914.41万元。 进一步统计，近3个月内该股累计发生34笔大宗交易，合计成交金额为1.00亿元。 证券时报·数据宝统计显示，华海诚科今日收盘价为119.00元，上涨2.08%，日换手率为12.02%，成交额 为7.53亿元，全天主力资金净流入3706.74万元，近5日该股累计上涨3.66%，近5日资金合计净流入 5713.28万元。 两融数据显示，该股最新融资余额为7.21亿元，近5日增加9742.65万元，增幅为15.63%。（数据宝） 1月6日华海诚科大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | ...

大宗交易信息 股票基金信息 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出露业园 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-06 | 华温泉片 | 688535 | 99.09 | 208.09 | 2.1 | | 12 11 11 1 | 播 | | 2026-01-06 | 华洲诚科 | 688535 | 99.09 | 208.09 | 2.1 | 公司主要分数量 | 有限公司需用分级 | KA | | 2026-01-06 | 华海道科 | 688235 | 99.09 | 208.09 | 2.1 | 机构专用 | 看魔公司需用分公 | 로 | | 2026-01-06 | 李遣泉州 | 688535 | 99.09 | 208.09 | 2.1 | 图片 - 12 - 2017 | 若能人 | 器 | | 2026-01-06 | 去流原材 | 688535 | 60'66 | 208.09 | 2.1 | 委員 ...

Core Viewpoint - Huahai Chengke (688535.SH) announced the completion of its epoxy resin project for high-density integrated circuits and system-level module packaging, with surplus funds to be used for working capital [1] Group 1: Project Completion - The epoxy resin project has reached the predetermined usable state and is set for completion [1] - A total of 82.21 million yuan has been invested in the project, which is 44.67% of the planned total investment of 184.02 million yuan [1] Group 2: Financial Implications - Surplus funds amounting to 101.85 million yuan will be permanently allocated to supplement the company's daily operational working capital [1]