证券代码：688549 证券简称：中巨芯 公告编号：2025-023 中巨芯科技股份有限公司 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。 重要内容提示： ? 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为11,583,011股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为11,583,011股。 ? 本次股票上市流通日期为2025 年 9 月 8 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 13 日出具的《关于同意中巨芯 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1278 号）， 同意公司首次公开发行股票的注册申请，并经上海证券交易所同意，公司首次向 社会公开发行人民币普通股（A 股）股票 369,319,000 股，并于 2023 年 9 月 8 日 在上海证券交易所科创板上市，发行后公司总股本为 1,477,276,000 股，其中有限 售条件流通股 1,215,6 ...

（编辑 楚丽君） 证券日报网讯 8月22日晚间，中巨芯发布公告称，本次股票上市类型为首发战略配售股份（限售期24 月）；股票认购方式为网下，上市股数为11，583，011股。本公司确认，上市流通数量等于该限售期的 全部战略配售股份数量。本次股票上市流通总数为11，583，011股。本次股票上市流通日期为2025年9 月8日。 ...

Core Viewpoint - The electronic chemicals sector experienced a significant increase of 2.94% on August 22, with Siquan New Materials leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up 2.07% [1] Group 2: Individual Stock Performance - Siquan New Materials (301489) closed at 193.08, with a rise of 14.52% and a trading volume of 102,700 shares, totaling a transaction value of 186.6 million [1] - Guangxin Materials (300537) closed at 28.70, increasing by 10.22% with a trading volume of 466,200 shares, amounting to 136.5 million [1] - Wanrun Co., Ltd. (002643) closed at 13.99, up 5.03% with a trading volume of 387,800 shares, totaling 537 million [1] - Shanghai Xinyang (300236) closed at 57.31, increasing by 4.96% with a trading volume of 253,200 shares, totaling 1.428 billion [1] - Zhongjuxin (688549) closed at 9.14, up 4.94% with a trading volume of 557,000 shares, totaling 503 million [1] - Nanda Optoelectronics (300346) closed at 35.88, increasing by 4.61% with a trading volume of 616,000 shares, totaling 2.181 billion [1] - Anji Technology (1088899) closed at 162.48, up 4.46% with a trading volume of 69,600 shares, totaling 1.11 billion [1] - Jingrui Electric Materials (300655) closed at 11.84, increasing by 4.13% with a trading volume of 854,800 shares, totaling 26.66 million [1] - Xingfu Electronics (688545) closed at 34.76, up 4.10% with a trading volume of 102,400 shares, totaling 353 million [1] - Dinglong Co., Ltd. (300054) closed at 32.51, increasing by 4.07% with a trading volume of 426,500 shares, totaling 1.364 billion [1] Group 3: Capital Flow - The electronic chemicals sector saw a net inflow of 714 million from main funds, while retail funds experienced a net outflow of 318 million [1] - Speculative funds had a net outflow of 396 million [1]

证券代码：688549 证券简称：中巨芯 公告编号：2025-023 中巨芯科技股份有限公司 首次公开发行部分战略配售限售股上市流通公告 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。 重要内容提示： 本次股票上市流通总数为11,583,011股。 本次股票上市流通日期为2025 年 9 月 8 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 13 日出具的《关于同意中巨芯 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1278 号）， 同意公司首次公开发行股票的注册申请，并经上海证券交易所同意，公司首次向 社会公开发行人民币普通股（A 股）股票 369,319,000 股，并于 2023 年 9 月 8 日 在上海证券交易所科创板上市，发行后公司总股本为 1,477,276,000 股，其中有限 售条件流通股 1,215,698,419 股，占本公司发行后总股本的 82.29%，无限售条件流 通股 261,577,581 股，占本公司发行后总股本的 17.71% ...

国泰海通证券股份有限公司 关于中巨芯科技股份有限公司 首次公开发行部分战略配售限售股上市流通的核查意见 三、本次上市流通的限售股的有关承诺 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 中巨芯科技股份有限公司（以下简称"中巨芯"或"公司"）首次公开发行股票 并在科创板上市及持续督导的保荐机构，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》《上海证券交易所科创板上市公司自律 监管指引第 1 号——规范运作》等法律法规的相关规定，对中巨芯首次公开发行 部分战略配售限售股上市流通事项进行了核查，核查情况及核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 13 日出具的《关于同意中巨芯 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1278 号）， 同意公司首次公开发行股票的注册申请，并经上海证券交易所同意，公司首次向 社会公开发行人民币普通股（A 股）股票 369,319,000 股，并于 2023 年 9 月 8 日 在上海证券交易所科创板上市，发行后公司总股本为 1,477,276,000 股， ...

Core Points - Zhongjuxin announced that approximately 11.583 million restricted shares will be unlocked and listed for trading on September 8, 2025, representing 0.78% of the company's total share capital [2] Summary by Category - **Company Announcement** - The company disclosed the upcoming unlock date for restricted shares, which is set for September 8, 2025 [2] - The total number of shares to be unlocked is approximately 11.583 million [2] - The unlocked shares will account for 0.78% of the company's total equity [2]

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

Group 1 - The core point of the article highlights the recent performance and financial metrics of Zhongjuxin Technology Co., Ltd. as of August 8, 2025, including a stock price of 7.98 yuan, a decline of 2.21%, and a trading volume of 1.28 billion yuan [1] - The company reported total revenue of 271 million yuan for the first quarter of 2025, reflecting a year-on-year growth of 15.79%, while the net profit attributable to shareholders decreased to 1.18 million yuan, a decline of 115.61% [1] - The company has a current ratio of 3.069, a quick ratio of 2.731, and a debt-to-asset ratio of 21.90%, indicating a strong liquidity position [1] Group 2 - Zhongjuxin Technology has made investments in 6 companies and participated in 26 bidding projects, showcasing its active engagement in the market [2] - The company holds 64 trademark registrations and 4 patents, indicating a focus on intellectual property development [2] - Additionally, Zhongjuxin has obtained 5 administrative licenses, further establishing its operational credentials [2]

Group 1 - The stock price of Zhongjuxin (688549) closed at 7.77 yuan on August 1, 2025, down 0.64%, with a turnover rate of 1.82% and a trading volume of 105,300 hands, resulting in a transaction amount of 81.93 million yuan [1] - On August 1, the net outflow of main funds was 12.82 million yuan, accounting for 15.64% of the total transaction amount, while retail investors had a net inflow of 10.68 million yuan, representing 13.03% of the total transaction amount [2][4] Group 2 - Zhongjuxin's wholly-owned subsidiary, Zhejiang Kaisen Fluorochemical Co., Ltd., and its associated companies received government subsidies totaling 1.1331 million yuan, which accounts for 11.31% of the company's audited net profit attributable to shareholders of 10.0152 million yuan for the most recent fiscal year [3][4]

Group 1 - The stock price of Zhongjuxin (688549) closed at 7.77 yuan on August 1, 2025, down 3.36% from 8.04 yuan the previous week [1] - The highest intraday price on July 28 was 8.05 yuan, while the lowest intraday price on August 1 was 7.72 yuan [1] - The current total market capitalization of Zhongjuxin is 11.478 billion yuan, ranking 9th out of 34 in the electronic chemicals sector and 1525th out of 5149 in the A-share market [1] Group 2 - Zhongjuxin's wholly-owned subsidiaries and controlling subsidiaries received a total of 1.1331 million yuan in government subsidies [1] - The government subsidies represent 11.31% of the company's audited net profit attributable to shareholders of 10.0152 million yuan for the most recent fiscal year [1] - The company confirms that the received government subsidies are related to income, and the final accounting treatment and impact on the company's profit and loss will be determined after the annual audit [1]