Group 1 - The core point of the news is that Xingfu Electronics experienced a decline of 5.01% in its stock price, reaching 46.79 yuan per share, with a trading volume of 270 million yuan and a turnover rate of 3.09%, resulting in a total market capitalization of 16.844 billion yuan [1] - Xingfu Electronics, established on November 14, 2008, and listed on January 22, 2025, is primarily engaged in the research, production, and sales of wet electronic chemicals, including electronic-grade phosphoric acid and sulfuric acid, as well as various functional wet electronic chemicals [1] - The revenue composition of Xingfu Electronics includes 75.12% from general wet electronic chemicals, 14.68% from functional wet electronic chemicals, 2.38% from wet electronic chemical recycling, and smaller contributions from food additives and OEM services [1] Group 2 - Among the top circulating shareholders of Xingfu Electronics, Dongzheng Asset Management has a fund that entered the top ten shareholders, holding 923,700 shares, which is 1.27% of the circulating shares, with an estimated floating loss of approximately 2.2816 million yuan [2] - The fund, Oriental Red Ruiyuan Mixed (000970), was established on January 21, 2015, with a latest scale of 1.729 billion yuan, achieving a year-to-date return of 7.42% and a one-year return of 58.28% [2] - The fund manager, Liu Rui, has a tenure of 6 years and 42 days, with a total asset scale of 3.326 billion yuan, achieving a best fund return of 113.77% and a worst return of -20.28% during his tenure [3]

Summary of Key Points Core Viewpoint - On January 22, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 300 million shares, amounting to a market value of 9.725 billion yuan based on the latest closing price [1]. Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes are ChaoYan Co., Ltd. (1.50 billion shares), XingFu Electronics (1.09 billion shares), and TaiKaiYing (15.28 million shares) [1]. - In terms of unlock market value, XingFu Electronics (5.308 billion yuan), ChaoYan Co., Ltd. (3.582 billion yuan), and ZhongTung High-Tech (345 million yuan) lead the list [1]. Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital are ChaoYan Co., Ltd. (35.05%), XingFu Electronics (30.38%), and TaiKaiYing (6.90%) [1].

Group 1 - The electronic chemicals sector increased by 1.65% on January 21, with Jianghuai Micro leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Jianghuai Micro's stock price rose by 10.02% to 25.92, with a trading volume of 16,900 lots and a transaction value of approximately 43.68 million yuan [1] Group 2 - The electronic chemicals sector saw a net inflow of 878 million yuan from institutional investors, while retail investors experienced a net outflow of 643 million yuan [2] - The trading data indicates that Zhongshi Technology and Jingrui Electric Materials had significant price increases of 8.64% and 7.07%, respectively [1][2] - The overall trading volume for the electronic chemicals sector was substantial, with notable transactions in stocks like Zhongshi Technology, which had a transaction value of 1.597 billion yuan [1][2] Group 3 - The main net inflow for Jingrui Electric Materials was 387 million yuan, while it faced a net outflow of 225 million yuan from retail investors [3] - Zhongshi Technology had a net inflow of 130 million yuan from institutional investors, with a net outflow of 81.98 million yuan from retail investors [3] - The data reflects a mixed sentiment in the electronic chemicals sector, with some stocks attracting institutional interest while others faced retail selling pressure [3]

Core Viewpoint - Hubei Xingfu Electronic Materials Co., Ltd. has completed the registration of changes in its business scope and the filing of its articles of association, following the approval of relevant resolutions by its board and shareholders [1][2]. Group 1: Business Registration and Changes - The company held its fourth meeting of the second board and the third extraordinary general meeting on December 9 and December 26, 2025, respectively, to approve the adjustments to its business scope and the revision of its articles of association [1]. - The company has obtained a new business license from the Yichang Market Supervision Administration, reflecting the updated business scope [1]. - The updated business license indicates that the company is a joint-stock company with a registered capital of 360 million RMB, established on November 14, 2008 [1]. Group 2: Business Scope - The company's licensed business activities include the production and operation of hazardous chemicals, production of food additives, and management of hazardous waste [1]. - General business activities include research and development, manufacturing, and sales of electronic special materials, as well as the production and sales of chemical products (excluding licensed chemical products) [1]. - The company is also involved in the import and export of goods, manufacturing of plastic packaging boxes and containers, and sales of plastic products [1]. Group 3: Articles of Association - The company has made adjustments to certain clauses in its articles of association as required by the Yichang Market Supervision Administration, with no substantial differences from the version approved by the third extraordinary general meeting [1]. - The revised articles of association will be disclosed on the Shanghai Stock Exchange website on the same day [1].

Group 1 - The company, Xingfu Electronics, has completed the registration procedures for adjusting its business scope and has obtained a new business license from the Yichang Market Supervision Administration [2] - The newly added business license includes the production of packaging materials and containers for hazardous chemicals [2]

湖北兴福电子材料股份有限公司 关于完成工商变更登记的公告 证券代码：688545 证券简称：兴福电子 公告编号：2026-002 注册资本：叁亿陆仟万圆人民币 成立日期：2008 年11 月14 日 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。 湖北兴福电子材料股份有限公司（以下简称"公司"）分别于2025 年12 月9 日、2025 年12 月26 日召开第二届董事会第四次会议、2025 年第三次临 时股东会，审议通过了《关于调整经营范围、修订<公司章程>并办理工商登记 的议案》。具体内容详见公司2025 年12 月10 日刊登于上海证券交易所网站 （www.sse.com.cn）的《湖北兴福电子材料股份有限公司关于调整经营范围、 修订<公司章程>并办理工商登记的公告》（公告编号：2025-045）、《湖北兴 福电子材料股份有限公司章程》（2025 年12 月修订）。 公司现已完成调整经营范围的工商变更登记手续及《公司章程》备案手续， 并于近期取得了由宜昌市市场监督管理局换发的营业执照，更新后的营业执照 如下： 名称： ...

湖北兴福电子材料股份有限公司章程 （2025 年 12 月修订） 第一章 总则 第一条 为维护湖北兴福电子材料股份有限公司（以下简称 "公司"）、股东、职工和债权人的合法权益，规范公司的组织 和行为，依据《中华人民共和国公司法》（以下简称《公司法》）、 《中华人民共和国证券法》（以下简称《证券法》）、《中国共 产党章程》（以下简称《党章》）及有关法律、法规的规定，制 定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份 有限公司。公司由湖北兴福电子材料有限公司依法变更设立，并 在宜昌市市场监督管理局注册登记，取得营业执照，统一社会信 用代码：91420500679782802W。 第三条 公司于 2024 年 10 月 15 日经中国证券监督管理委员 会（以下简称"中国证监会"）同意注册，首次向社会公众发行 人民币普通股 10,000 万股，于 2025 年 1 月 22 日在上海证券交 易所科创板上市。 第四条 公司注册名称如下： 中文全称：湖北兴福电子材料股份有限公司。 英文全称：Hubei Sinophorus Electronic Materials Co., Ltd - 1 - 第五条 ...

Core Viewpoint - The acquisition of proprietary technology for the preparation of photoinitiators used in photoresists by Hubei Xingfu Electronics for 46.2678 million yuan marks a significant advancement in domestic chip manufacturing capabilities, reducing reliance on imports and potentially lowering production costs by 30% [1][1][1] Group 1: Acquisition Details - Hubei Xingfu Electronics has acquired the proprietary technology and experimental equipment for photoinitiators used in G/I line photoresists from Hubei Three Gorges Laboratory for 46.2678 million yuan [1] - The technology is crucial for determining the sensitivity and resolution of photoresists, which are essential in the chip manufacturing process [1][1] Group 2: Industry Context - The domestic production of photoinitiators has faced challenges due to import restrictions and supply shortages, impacting several local photoresist manufacturers [1] - The project has been in development for three years and is now ready for industrialization, indicating a successful transition from research to practical application [1][1] Group 3: Future Implications - The technology is aimed at serving the domestic mature process, chip manufacturing, and panel manufacturing industries, particularly in the rapidly growing electric vehicle sector [1] - The highest localization rate of the product's formula in the domestic market is highlighted, which is expected to enhance competitiveness and reduce costs for local manufacturers [1][1]

数据显示，交银施罗德基金旗下1只基金重仓兴福电子。交银安享稳健养老一年A（006880）三季度持 有股数994股，占流通股的比例为0.0013%，位居第十大重仓股。根据测算，今日浮盈赚取约2316.02 元。 交银安享稳健养老一年A（006880）成立日期2019年5月30日，最新规模21.3亿。今年以来收益1.4%， 同类排名933/1313；近一年收益8.18%，同类排名781/1037；成立以来收益29.27%。 1月20日，兴福电子涨5.29%，截至发稿，报46.34元/股，成交1.46亿元，换手率4.44%，总市值166.82亿 元。 资料显示，湖北兴福电子材料股份有限公司位于湖北省宜昌市伍家岗区沿江大道188-9号2002室，成立 日期2008年11月14日，上市日期2025年1月22日，公司主营业务涉及公司目前主要从事湿电子化学品的 研发、生产和销售,主要产品包括电子级磷酸、电子级硫酸等通用湿电子化学品,以及蚀刻液、清洗剂、 显影液、剥膜液、再生剂等功能湿电子化学品。主营业务收入构成为：通用湿电子化学品75.12%，功 能湿电子化学品14.68%，其他5.32%，湿电子化学品回收综合利用业务2. ...

1月19日，兴福电子跌3.87%，成交额3.29亿元。两融数据显示，当日兴福电子获融资买入额4354.51万 元，融资偿还4064.37万元，融资净买入290.13万元。截至1月19日，兴福电子融资融券余额合计2.48亿 元。 融资方面，兴福电子当日融资买入4354.51万元。当前融资余额2.47亿元，占流通市值的7.71%。 融券方面，兴福电子1月19日融券偿还3300.00股，融券卖出500.00股，按当日收盘价计算，卖出金额 2.20万元；融券余量5000.00股，融券余额22.00万元。 资料显示，湖北兴福电子材料股份有限公司位于湖北省宜昌市伍家岗区沿江大道188-9号2002室，成立 日期2008年11月14日，上市日期2025年1月22日，公司主营业务涉及公司目前主要从事湿电子化学品的 研发、生产和销售,主要产品包括电子级磷酸、电子级硫酸等通用湿电子化学品,以及蚀刻液、清洗剂、 显影液、剥膜液、再生剂等功能湿电子化学品。主营业务收入构成为：通用湿电子化学品75.12%，功 能湿电子化学品14.68%，其他5.32%，湿电子化学品回收综合利用业务2.38%，食品添加剂磷酸1.41%， 代工业务1.0 ...