本公司董事会、全体董事及相关股东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。 ■ 上述减持主体无一致行动人。 披露的减持时间区间届满 特此公告。 重要内容提示： ● 股东持股的基本情况 本次减持计划实施前，深圳远致富海十一号投资企业（有限合伙）（以下简称"远致富海"）持有中巨芯 科技股份有限公司（以下简称"中巨芯"或"公司"）51,724,874股，占公司总股本的3.50%。以上股份均来 源于公司首次公开发行前取得的股份，已于2024年9月9日解除限售并上市流通。 ● 减持计划的实施结果情况 公司于2025年9月11日在上海证券交易所网站（www.sse.com.cn）披露了《中巨芯科技股份有限公司股 东减持股份计划公告》（公告编号：2025-035）。远致富海因自身资金需求，计划于上述公告披露之日 起3个交易日后的三个月内通过集中竞价、大宗交易方式减持公司股份不超过36,931,900股，即减持比例 不超过公司股份总数的2.50%。 近日，公司收到远致富海出具的《关于减持中巨芯股份结果的告知函》，远致富海在减持计划期间内通 过集中竞价及大宗 ...

Investment Strategy Overview - The report emphasizes two main investment themes for the chemical industry: anti-involution policies and domestic substitution, which are expected to drive recovery and growth in the sector [4][5][6] Anti-Involution and Cycle Recovery - The report suggests that the chemical industry is at a turning point, with anti-involution measures leading to a recovery in the cycle. Key areas include the peak of new capacity in organic silicon, the end of PTA capacity expansion, and a rebound in prices for certain chemicals due to supply chain disruptions [4][5] - The China Chemical Product Price Index (CCPI) has decreased significantly, dropping to 3865 points by November 30, 2025, down 16.37% from early 2024 and 10.71% from the beginning of 2025 [4][20] Domestic Substitution as a Growth Driver - Domestic substitution is highlighted as a key growth driver, with significant support from national policies for bio-based materials and advancements in technology leading to a more robust domestic supply chain [4][6] - The report identifies several companies positioned to benefit from these trends, including KaiSai Bio and RuiFeng New Materials, which are making strides in bio-based materials and lubricant additives, respectively [5][6] Market Dynamics and Price Recovery - The report notes that while the chemical market is experiencing a downturn, certain segments are expected to see price recovery due to improved supply-demand dynamics and reduced capacity expansion [4][22] - Specific chemical products have shown varied price movements, with some experiencing significant declines while others are stabilizing or recovering [22] Manufacturing Sector Recovery - The manufacturing sector is showing signs of recovery, which is anticipated to support the chemical industry. The report mentions that the real estate market is stabilizing, and automotive production has increased, indicating a potential uptick in demand for chemical products [25][33] Capital Expenditure Trends - Capital expenditure growth in the chemical industry is slowing, with a notable decline in new projects. The report indicates that the total construction in progress for the chemical sector was 327.57 billion yuan in Q3 2025, down 17.64% year-on-year [34][39] Inventory and Consumption Trends - High inventory levels in the chemical sector are being addressed as consumer demand begins to recover. The report suggests that the inventory-to-revenue ratio for the basic chemical industry was 0.62 in Q3 2025, indicating a slight increase from the previous year [41][42] Profitability and Financial Performance - The report highlights a recovery in profitability for the chemical industry, with gross margins and return on equity (ROE) showing improvement in Q3 2025 compared to previous periods [56][60] - Specific sub-sectors, such as agrochemicals and fluorochemicals, have demonstrated significant profit growth, with some exceeding 100% year-on-year increases [55][56]

Group 1 - The core point of the article is that Zhongjuxin has completed a share reduction plan, with a total of approximately 9.03 million shares sold, representing 0.61% of the company's total share capital [1] - The revenue composition for Zhongjuxin in 2024 is as follows: integrated circuits account for 73.66%, other sectors for 11.79%, display panels for 9.01%, and photovoltaics for 5.53% [1] - As of the report, Zhongjuxin's market capitalization stands at 13 billion yuan [1]

中巨芯科技股份有限公司 2025 年第三次临时股东会会议资料 证券代码：688549 证券简称：中巨芯 中巨芯科技股份有限公司 2025 年第三次临时股东会会议资料 2025 年 12 月 中巨芯科技股份有限公司 2025 年第三次临时股东会会议资料 目 录 | 2025 | 年第三次临时股东会会议须知 | 1 | | --- | --- | --- | | 2025 | 年第三次临时股东会会议议程 | 3 | | 2025 | 年第三次临时股东会会议议案 | 5 | | 议案 | 1：关于使用部分超募资金永久补充流动资金的议案 | 5 | | 议案 | 2：关于与关联方续签日常生产经营合同书的议案 | 6 | | 议案 | 3：关于 2026 年度日常关联交易预计的议案 | 17 | | 议案 | 4：关于修订《董事和高级管理人员薪酬管理制度》的议案 | 20 | 中巨芯科技股份有限公司 2025 年第三次临时股东会会议资料 中巨芯科技股份有限公司 2025 年第三次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会 议的顺利进行，根据《中华人民共和国公司法》《中华人民共 ...

格隆汇12月16日丨中巨芯(688549.SH)公布，近日，公司收到远致富海出具的《关于减持中巨芯股份结 果的告知函》，远致富海在减持计划期间内通过集中竞价及大宗交易方式合计减持所持公司股份902.75 万股，占公司目前总股本的0.61%。本次减持计划时间区间已届满，本次减持计划已实施完毕。 ...

格隆汇12月16日丨中巨芯(688549.SH)公布，近日，公司收到远致富海出具的《关于减持中巨芯股份结 果的告知函》，远致富海在减持计划期间内通过集中竞价及大宗交易方式合计减持所持公司股份902.75 万股，占公司目前总股本的0.61%。本次减持计划时间区间已届满，本次减持计划已实施完毕。 ...

证券代码：688549 证券简称：中巨芯 公告编号：2025-048 中巨芯科技股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次减持计划实施前，深圳远致富海十一号投资企业（有限合伙）（以下简 称"远致富海"）持有中巨芯科技股份有限公司（以下简称"中巨芯"或"公司"） 51,724,874 股，占公司总股本的 3.50%。以上股份均来源于公司首次公开发行前 取得的股份，已于 2024 年 9 月 9 日解除限售并上市流通。 减持计划的实施结果情况 近日，公司收到远致富海出具的《关于减持中巨芯股份结果的告知函》，远 致富海在减持计划期间内通过集中竞价及大宗交易方式合计减持所持公司股份 9,027,470 股，占公司目前总股本的 0.61%。本次减持计划时间区间已届满，本次 减持计划已实施完毕。 | 股东名称 | 远致富海 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 ...

南财智讯12月16日电，中巨芯公告，深圳远致富海十一号投资企业（有限合伙）（简称"远致富海"）在 减持计划期间内通过集中竞价方式合计减持公司股份9,027,470股，占公司目前总股本的0.61%。本次减 持计划时间区间已届满，减持后远致富海持股比例由3.50%降至2.89%。减持价格区间为9.06～11.57元/ 股，减持总金额为9279.93万元。本次减持未违反相关承诺，实际减持情况与此前披露的计划一致。 ...

Core Viewpoint - Zhongjuxin (688549.SH) announced the renewal of daily operational contracts with its major shareholder, Zhejiang Juhua Co., Ltd., aiming to standardize related transactions and ensure stable operations [1][3]. Group 1: Contract Details - The renewed daily operational contract will be effective for three years, from January 1, 2026, to December 31, 2028 [3]. - The contract encompasses arrangements for raw material and energy supply, public engineering maintenance services, transportation services, and environmental testing [3]. - The renewal is expected to reduce redundant investments and resource waste while safeguarding the legal rights of all parties involved [3]. Group 2: Company Background - Zhongjuxin was established in 2017 and focuses on electronic chemical materials, including electronic wet chemicals, specialty gases, and precursor materials [3]. - The company's products are widely used in manufacturing sectors such as integrated circuits, display panels, and photovoltaics [3]. - Since its listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2023, Zhongjuxin has been expanding its semiconductor manufacturing support business [3]. Group 3: Strategic Implications - The renewal of the contract is expected to enhance collaboration in raw material and energy assurance, as well as environmental and safety management [3]. - By leveraging Juhua's capacity and advantages in fluorochemical and gas sectors, Zhongjuxin aims to optimize its cost structure and supply chain flexibility [3]. - This strategic move is anticipated to support the expansion and technological upgrades of its electronic wet chemicals and specialty gases businesses [3]. Group 4: Financial Performance - In the first three quarters of 2025, Zhongjuxin achieved a revenue of 881 million yuan, representing a year-on-year growth of 17.56% [4]. - In the third quarter alone, the company reported a revenue of 314 million yuan and a net profit attributable to shareholders of 17.07 million yuan, reflecting year-on-year increases of 12.76% and 152.24%, respectively [4]. - The company plans to continue optimizing its production lines and product structure based on its existing business [4].

Core Viewpoint - Zhongjuxin announced the renewal of daily operational contracts with its largest shareholder, Zhejiang Juhua Co., Ltd., and its controlling shareholder, Juhua Group Co., Ltd., to regulate daily related transactions and protect the interests of all shareholders, particularly minority shareholders [2] Group 1 - The company will sign the "Daily Operational Contract" with Juhua Group and Zhejiang Juhua to ensure compliance in daily related transactions [2] - The contract aims to prevent harm to the company's independence and avoid significant reliance on related parties, thereby reducing redundant investments and resource waste [2] - The effective period of the contract is three years, starting from January 1, 2026, to December 31, 2028 [2]