证券日报网讯 2月6日，中巨芯在互动平台回答投资者提问时表示，公司主营产品价格受到市场供需关 系、市场竞争、行业发展趋势等多方面因素影响，当前原材料价格普遍上涨的情况对公司经营带来一定 压力。公司将持续根据实际市场供需情况采取适当的价格策略，在巩固产品市占率的同时不断提升行业 地位。 （文章来源：证券日报） ...

内容概况：中国氯气行业正经历结构性转变，呈现出"大宗稳定、高端崛起"的鲜明特征，整体处于由传 统化工需求驱动向高附加值战略性新兴产业驱动转型的关键阶段。2024年，中国氯气行业市场规模约为 633亿元，同比增长3.94%。同时，在"双碳"目标下，氯碱工业作为高耗能产业，其绿色低碳转型压力巨 大，这将倒逼整个产业链优化升级。 相关上市企业：氯碱化工（600618）、滨化股份（601678）、华塑股份（600935）、中巨芯 （688549）、中泰化学（002092） 相关企业：中盐内蒙古化工股份有限公司、中盐金坛盐化有限责任公司、山东海化集团有限公司、国电 电力发展股份有限公司、中国华能集团有限公司、中国长江三峡集团有限公司、浙江九洲药业股份有限 公司、中国铝业集团有限公司、特变电工股份有限公司、浙江正泰电器股份有限公司、新疆中泰化学股 份有限公司、新疆天业股份有限公司 关键词：氯气、氯气市场规模、氯气行业现状、氯气发展趋势 一、行业概述 氯气，化学式为Cl₂，在常温常压下是一种呈黄绿色、具有强烈刺激性气味的剧毒气体。它是元素周期 表中卤族元素的代表，化学性质非常活泼，是一种强氧化剂，能与大多数金属、非金属以及 ...

证券之星消息，2月2日电子化学品板块较上一交易日下跌4.11%，中巨芯领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600330 | 天通股份 | 14.00 | 3.24% | 223.82万 | 31.68亿 | | 603002 | 宏昌电子 | 9.11 | -1.73% | 66.07万 | 6.15亿 | | 688150 | 莱特光电 | 27.21 | -2.23% | 6.62万 | 1.83亿 | | 300684 | 中石科技 | 55.05 | -2.27% | 9.44万 | 5.30亿 | | 301630 | 同宇新材 | 175.10 | -2.39% | 3435.0 | 6082.08万 | | 002584 | 西陇科学 | 8.75 | -2.78% | 25.53万 | 2.26亿 | | 688545 | 兴福电子 ...

格隆汇1月30日丨中巨芯(688549.SH)公布，预计2025年年度（简称"报告期"）实现归属于母公司所有者 的净利润与上年同期（法定披露数据）相比，将出现亏损，实现归属于母公司所有者的净利润 为-2,000.00万元至-1,400.00万元。预计2025年年度归属于母公司所有者的扣除非经常性损益后的净利润 为-3,800.00万元至-2,800.00万元。 公司于2018年4月收购浙江凯圣氟化学有限公司（称"凯圣氟化学"）和浙江博瑞电子科技有限公司100% 股权，产生的商誉分别为5,710.66万元和735.42万元。报告期内，受市场环境、行业竞争加剧等因素影 响，公司全资子公司凯圣氟化学经营业绩不及预期，公司结合未来经营情况的判断，对凯圣氟化学的商 誉计提部分减值损失。 ...

证券代码：688549 证券简称：中巨芯 公告编号：2026-001 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 经中巨芯科技股份有限公司（以下简称"公司"）财务部门初步测算： （1）预计 2025 年年度（以下简称"报告期"）实现归属于母公司所有者的 净利润与上年同期（法定披露数据）相比，将出现亏损，实现归属于母公司所有 者的净利润为-2,000.00 万元至-1,400.00 万元。 中巨芯科技股份有限公司 2025 年年度业绩预告 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。 （2）预计 2025 年年度归属于母公司所有者的扣除非经常性损益后的净利 润为-3,800.00 万元至-2,800.00 万元。 （三）本次业绩预告相关财务数据未经注册会计师审计。 的商誉计提部分减值损失。 四、风险提示 本次业绩预告是公司财务部门基于自身专业判断进行的初步核算，相关财务 数据未经注册会计师审计。截至本公告披露日，公司不存在影响本次业绩预告 ...

Core Insights - The global semiconductor materials market is experiencing a strong recovery, with a market size of $66.7 billion in 2023 and expected to exceed $73 billion by 2025, driven by demand from AI and wafer fab expansions [1] - China is becoming a key growth engine in the semiconductor materials market, with a sales figure of $13.1 billion in 2023, marking a year-on-year growth of 3.8% and increasing its global market share to 20% [1] Market Structure - Semiconductor materials are divided into wafer manufacturing materials and packaging materials, with wafer manufacturing materials dominating the market at 62.2% share ($41.5 billion) in 2023 [2] - Silicon wafers hold the largest share in wafer manufacturing materials at 33%, followed by electronic specialty gases (14%) and photomasks (13%) [2] - The market is highly concentrated, with major players in silicon wafers and photolithography materials predominantly from Japan and the U.S. [2] Core Material Breakthroughs - Domestic companies are making significant progress in wafer manufacturing materials, with local firms achieving breakthroughs in 12-inch silicon wafers and photolithography materials [3][4] - The domestic market for electronic specialty gases is also advancing, with companies like Huate Gas entering the TSMC supply chain [4] Packaging Materials - The global packaging materials market saw a decline of 10.1% to $25.2 billion in 2023, but advanced packaging is driving growth, with a projected increase of 19.62% [5] - Domestic companies are rapidly iterating technology in advanced packaging materials, with significant market shares in lead frames and packaging substrates [5] Import Dependency and Policy Support - China still faces significant import dependency in key categories like photolithography materials and electronic specialty gases, with over 90% reliance on imports for high-end materials below 14nm [6][8] - The government is focusing on critical areas through initiatives like the National Big Fund, aiming for 70% self-sufficiency in core materials by 2030 [6][8] Challenges and Future Outlook - Despite notable advancements, the industry faces challenges such as reliance on foreign technology for EUV-grade silicon wafers and high-end photolithography materials [7] - The advanced packaging materials market is expected to reach $39.3 billion by 2025, indicating a significant growth opportunity for domestic companies [7]

（文章来源：证券日报） 证券日报网讯 1月19日，中巨芯在互动平台回答投资者提问时表示，公司目前与日本东海特殊钢金属株 式会社没有业务合作。 ...

Group 1 - The company currently does not produce any products containing dichlorodihydrosilane (DCS) [2]

Group 1 - The electronic chemicals sector increased by 1.2% on January 14, with Tiancheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Key stocks in the electronic chemicals sector showed significant price movements, with Tiancheng Technology rising by 14.28% to a closing price of 93.37 [1] Group 2 - The electronic chemicals sector experienced a net outflow of 607 million yuan from institutional investors, while retail investors saw a net inflow of 674 million yuan [2] - Notable stocks with significant net inflows from retail investors include Wanrun Co., which had a net inflow of 100 million yuan [3] - The overall trading volume and turnover for various stocks in the electronic chemicals sector varied, with Wanrun Co. achieving a turnover of 1.08 billion yuan [1][3]

Core Viewpoint - Zhongjuxin's stock performance shows a slight increase of 0.30% on January 9, with a trading volume of 297 million yuan, indicating active market interest in the company [1]. Financing and Trading Data - On January 9, Zhongjuxin had a financing buy amount of 27.39 million yuan and a financing repayment of 33.52 million yuan, resulting in a net financing outflow of 6.13 million yuan [1]. - As of January 9, the total margin trading balance for Zhongjuxin was 328 million yuan, with the financing balance accounting for 5.54% of the circulating market value, which is above the 70th percentile of the past year [1]. - In terms of securities lending, Zhongjuxin had 8,300 shares sold short and 7,800 shares repaid on January 9, with a short selling amount of 83,100 yuan [1]. Company Overview - Zhongjuxin Technology Co., Ltd. was established on December 25, 2017, and went public on September 8, 2023. The company specializes in the research, production, and sales of electronic wet chemicals, electronic specialty gases, and precursor materials [1]. - The revenue composition of Zhongjuxin includes 76.63% from electronic wet chemicals, 21.25% from electronic specialty gases and precursors, and 2.12% from other sources [1]. Financial Performance - For the period from January to September 2025, Zhongjuxin reported a revenue of 881 million yuan, reflecting a year-on-year growth of 17.56%. However, the net profit attributable to shareholders decreased by 15.22% to 25.21 million yuan [2]. Shareholder Information - As of September 30, 2025, Zhongjuxin had 38,200 shareholders, an increase of 13.97% from the previous period, with an average of 15,407 circulating shares per shareholder, down by 10.50% [2]. - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as a decrease of 652,300 shares for the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF and new entries from other ETFs [3].