Core Viewpoint - The company is focused on expanding its production capacity through several key projects, while also adapting its pricing strategy based on market conditions and industry trends [2] Group 1: Production Capacity - The company plans to enhance its production capacity primarily through fundraising projects, which include a 100,700 tons/year electronic wet chemical expansion project, a wet etching and cleaning solution project for integrated circuits, and a 150,000 tons/year high-purity sulfuric acid project at its Hubei base [2] - These construction projects are currently progressing as planned [2] Group 2: Pricing Strategy - The pricing of the company's products is influenced by multiple factors, including market supply and demand dynamics and industry development trends [2] - The company will adopt appropriate pricing strategies based on actual market supply and demand conditions, aiming to consolidate its market share while continuously enhancing its industry position [2] - Specific details regarding production capacity and sales prices will be disclosed in future company announcements [2]

Investment Rating - The industry rating is "Overweight" (first-time) [6] Core Insights - The report highlights the acquisition of 100% equity of Henan High Purity Minerals by AnCai High Technology, which occurred in September 2025. This acquisition aims to enhance the production and sales of high-purity quartz materials essential for semiconductor, photovoltaic, and optical fiber communication industries [6] - Quartz Co. has successfully mass-produced and sold various high-end quartz material products, including semiconductor-grade quartz tubes, rods, and ingots, as of November 27, 2025. These products are crucial for key processes in semiconductor manufacturing [6] - The establishment of high-purity quartz as the 174th new mineral type in China, announced in April 2025, signifies a breakthrough in domestic mineral resources, with purity levels not lower than 99.995%. This development is expected to strengthen the resilience and security of the domestic supply chain [6] Summary by Sections - **Recent Industry Performance**: The industry has shown a relative return of 6.65% over the past 12 months, with an absolute return of 23.5% [3] - **Investment Highlights**: The acquisition by AnCai High Technology and the production capabilities of Quartz Co. are pivotal developments, indicating a growing market for high-purity quartz materials [6] - **Market Demand**: High-purity quartz is characterized by its high-temperature resistance, corrosion resistance, low thermal expansion, high insulation, and transparency, making it indispensable for semiconductor and photovoltaic industries [6] - **New Mineral Classification**: The recognition of high-purity quartz as a new mineral type is expected to foster the development of new production capabilities and enhance the domestic supply chain [6]

Market Overview - The electronic chemicals sector experienced a decline of 1.99% on December 29, with Tian Tong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Puyang Huicheng (300481) with a closing price of 15.82, up 1.22% [1] - Lier Technology (688683) with a closing price of 31.82, up 1.21% [1] - Hongchang Electronics (603002) with a closing price of 7.62, up 0.53% [1] - Major decliners included: - Tian Tong Co., Ltd. (600330) with a closing price of 13.17, down 4.22% [2] - Qiangli New Materials (300429) with a closing price of 13.60, down 4.09% [2] - Jingrui Electric Materials (300655) with a closing price of 16.40, down 3.87% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 2.213 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.846 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Weiteou (61310E) saw a net inflow of 2.3267 million yuan from institutional investors [3] - Tian Tong Co., Ltd. (600330) experienced a significant net outflow of 34.02 billion yuan [2] - Puyang Huicheng (300481) had a net inflow of 707,000 yuan from institutional investors [3]

证券日报网讯 12月26日，中巨芯发布公告称，公司2025年12月26日召开2025年第三次临时股东会，审 议通过《关于使用部分超募资金永久补充流动资金的议案》《关于与关联方续签日常生产经营合同书的 议案》《关于2026年度日常关联交易预计的议案》等多项议案。 （编辑 楚丽君） ...

中巨芯科技股份有限公司 2025 年第三次临时股东会之 见证意见 德恒上海律师事务所 关于中巨芯科技股份有限公司 2025 年第三次临时股东会之见证意见 德恒上海律师事务所 关于 德恒上海律师事务所 关于中巨芯科技股份有限公司 2025 年第三次临时股东会之 见证意见 02F20210661-00025 号 致：中巨芯科技股份有限公司 德恒上海律师事务所（以下简称"本所"）接受中巨芯科技股份有限公司（以 下简称"公司"）的委托，指派本所见证律师列席公司于 2025 年 12 月 26 日 14 点 00 分在浙江省衢州市柯城区中央大道 247 号 2 幢公司一楼会议室召开的 2025 年第三次临时股东会（以下简称"本次股东会"），就召开本次股东会进行见证 并出具本见证意见。 本所见证律师依据本见证意见出具日前已经发生或存在的事实和《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》"）、《上市公司股东会规则》（以下简称"《股东会规则》"） 等现行有效的法律法规和规范性文件以及《中巨芯科技股份有限公司章程》（以 下简称"《公司章程》"）、《中巨芯科技股份有限公司 ...

证券代码：688549 证券简称：中巨芯 公告编号：2025-049 中巨芯科技股份有限公司 2025年第三次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 12 月 26 日 （二） 股东会召开的地点：浙江省衢州市柯城区中央大道 247 号 2 幢公司一楼 会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 259 | | --- | --- | | 普通股股东人数 | 259 | | 2、出席会议的股东所持有的表决权数量 | 1,017,084,314 | | 普通股股东所持有表决权数量 | 1,017,084,314 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 68.8486 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 68.8 ...

Group 1 - The core viewpoint of the news is that Zhongjuxin's stock has been on a continuous rise, with a 6-day increase of 6.12%, and the current stock price is 9.37 CNY per share, with a market capitalization of 13.842 billion CNY [1] - 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 main revenue composition of Zhongjuxin includes electronic wet chemicals at 76.63%, electronic specialty gases and precursors at 21.25%, and others at 2.12% [1] Group 2 - From the perspective of major circulating shareholders, Guolianan Fund holds a position in Zhongjuxin, having reduced its holdings by 2.2231 million shares in the third quarter, now holding 4.0363 million shares, which is 0.68% of the circulating shares [2] - The Guolianan CSI Semiconductor Products and Equipment ETF has achieved a year-to-date return of 41.13%, ranking 936 out of 4197 in its category, and a one-year return of 37.88%, ranking 1020 out of 4157 [2] - The fund managers, Huang Xin and Zhang Zhenyuan, have significant experience, with Huang having a tenure of 15 years and Zhang 12 years, managing assets of 42.587 billion CNY and 41.491 billion CNY respectively [2]

Group 1 - The core viewpoint of the news is that Zhongjuxin's stock has been performing well, with a 6-day consecutive increase and a total market value of 13.842 billion yuan [1] - Zhongjuxin Technology Co., Ltd. was established on December 25, 2017, and went public on September 8, 2023, focusing on the research, production, and sales of electronic wet chemicals, electronic specialty gases, and precursor materials [1] - The main revenue composition of Zhongjuxin includes electronic wet chemicals at 76.63%, electronic specialty gases and precursors at 21.25%, and others at 2.12% [1] Group 2 - Among the top ten circulating shareholders of Zhongjuxin, a fund under Huaxia Fund has entered the list, holding 4.4619 million shares, which is 0.76% of the circulating shares [2] - The Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170) has a latest scale of 2.79 billion yuan and has achieved a return of 53.12% since its establishment on March 24, 2025 [2] - The fund manager of the Huaxia ETF, Yang Siqi, has a total asset scale of 11.248 billion yuan, with the best fund return during his tenure being 51.66% and the worst being -5.12% [2]

证券日报网讯12月23日，中巨芯在互动平台回答投资者提问时表示，截至2025年9月30日，公司股东总 数为38248户。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问近两年是否出口欧盟国家？ 中巨芯（688549.SH）12月23日在投资者互动平台表示，目前公司仅有很少量的产品直接出口欧盟。 （文章来源：每日经济新闻） ...