每经AI快讯，瑞联新材1月19日晚间发布公告称，公司近日接到股东、董事长刘晓春先生的通知，获悉 其所持有的本公司部分股份办理了解除质押及再质押登记手续。 （记者 王晓波） 每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 西安瑞联新材料股份有限公司股东、董事长刘晓春先生直接持有公司股份约1108万股，占公司总股本的 6.37%。本次部分股份解除质押及再质押后，刘晓春先生累计质押公司股份743万股，占其直接所持股 份的67.09%，占公司总股本的4.27%。 ...

再质押的公告 证券代码：688550 证券简称：瑞联新材 公告编号：2026-002 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。 西安瑞联新材料股份有限公司 关于持股 5%以上股东部分股份解除质押及 1 西安瑞联新材料股份有限公司（以下简称"公司"）股东、董事长刘晓春先 生直接持有公司股份 11,075,309 股，占公司总股本的 6.37%。 本次部分股份解除质押及再质押后，刘晓春先生累计质押公司股份 7,430,000 股，占其直接所持股份的 67.09%，占公司总股本的 4.27%。 | 合计 | 4,240,000 | 38.28 | 2.44 | | | | 4,990,00 | 45.06 | 2.87 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | / | 11,075,30 9 | 6.37 | 0 | | | 注：1、上述数据比例为截至本公告披露日股东持股数计算所得； 2、上述"剩余被质押股份数量"、" ...

证券日报网讯 1月14日，瑞联新材在互动平台回答投资者提问时表示，截至2026年1月10日，公司股东 人数为11353户。 ...

Core Viewpoint - On January 14, a total of 5 companies had their restricted shares unlocked, with a total unlock volume of 7.2278 million shares, amounting to a market value of 151 million yuan based on the latest closing price [1] Summary by Category Unlock Volume - The companies with the highest unlock volumes are Xinhua Pharmaceutical, Huace Navigation, and Ruile New Materials, with unlock shares of 6.3748 million, 454,500, and 269,100 respectively [1] Unlock Market Value - In terms of unlock market value, Xinhua Pharmaceutical, Huace Navigation, and Ruile New Materials lead with values of 10.8 million yuan, 1.84892 million yuan, and 1.26923 million yuan respectively [1] Unlock Ratio - Regarding the proportion of unlock shares to total share capital, Xinhua Pharmaceutical, Ruile New Materials, and Huace Navigation have the highest ratios, at 0.92%, 0.15%, and 0.06% respectively [1]

Core Viewpoint - On January 14, a total of 5 companies had their restricted shares unlocked, with a combined unlock volume of 7.2278 million shares, amounting to a market value of 151 million yuan based on the latest closing price [1] Summary by Category Unlock Volume - The companies with the highest unlock volumes were Xinhua Pharmaceutical, Huace Navigation, and Ruile New Materials, with unlock shares of 6.3748 million, 454,500, and 269,100 respectively [1] Unlock Market Value - In terms of unlock market value, Xinhua Pharmaceutical, Huace Navigation, and Ruile New Materials led with values of 10.8 million yuan, 1.84892 million yuan, and 1.26923 million yuan respectively [1] Unlock Ratio - Regarding the proportion of unlock shares to total share capital, Xinhua Pharmaceutical, Ruile New Materials, and Huace Navigation had the highest ratios at 0.92%, 0.15%, and 0.06% respectively [1]

Market News - China will release December import and export data on January 14, with exports expected to grow by 3.0% year-on-year, down from 5.9% in November, while imports are anticipated to decline by 2.9% [3] - The trade balance for December 2025 will also be published on January 14, with total goods trade from January to November 2025 reaching 41.21 trillion yuan, a year-on-year increase of 3.6% [3] Commodity Futures - The Shanghai Futures Exchange will adjust the price limit for platinum and palladium futures contracts to 16% starting from January 13, 2026, with the trading margin standard set at 18% [4] Energy Outlook - The U.S. Energy Information Administration (EIA) will release its Short-Term Energy Outlook report on January 13, maintaining the WTI crude oil price forecast for 2025 at slightly below $69 per barrel [5] U.S. Economic Data - The U.S. will release December CPI data on January 13, with core CPI expected to rebound significantly, predicted at 0.36% by Morgan Stanley and 0.38% by Bloomberg, both higher than the average of 0.08% in October and November [6] - Key economic indicators including October and November PPI and November retail sales will also be released, with expectations of moderate PPI growth and a 0.7% rebound in retail sales for November [6] Federal Reserve - The Federal Reserve will publish its latest Beige Book on January 14, indicating that government shutdowns and AI applications have weakened the job market, while rising tariffs and healthcare costs have increased business expenses [7] Earnings Season - The earnings season for Q4 2025 will commence this week, with major banks including JPMorgan, Citigroup, and Goldman Sachs set to report [8] Sector Events - The second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, focusing on the new commercial era of eVTOL [10] - The fourth Data Center Liquid Cooling & AI Chip Thermal Management Supply Chain Conference will be held on January 14-15, 2026, in Shenzhen [10] - China's first comprehensive law in the nuclear energy sector, the Atomic Energy Law, will take effect on January 15, 2026 [11] Individual Company News - Hangyu Technology announced on January 11 that it has repurchased 752,800 shares, with plans to sell them within six months [13] - Huadong Medicine's subsidiary has developed a breakthrough treatment for severe hypertriglyceridemia, which has been included in the list of breakthrough therapies by the National Medical Products Administration [13] - Jingfeng Mingyuan plans to acquire 100% of Sichuan Yichong Technology Co., with a key review meeting scheduled for January 16, 2026 [13] - TSMC has commenced research on its next-generation 1.4nm process, with risk trial production expected to start in 2027 [13] Lock-up Expiration - From January 12 to January 16, 2026, 23 companies will have lock-up shares released, totaling 2.434 billion shares with a market value of approximately 48.56 billion yuan [16] - The highest market value of lock-up shares released on January 12 is from Tianxin Pharmaceutical at 7.84 billion yuan [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total issuance of approximately 34 million shares and expected fundraising of 1.909 billion yuan [19] Market Outlook - The current market enthusiasm is driven by concentrated inflows from previously cautious funds, with expectations for continued momentum in thematic and small-cap stocks until after the Two Sessions [22] - Guojin Securities suggests that the spring market is likely to perform well, with a focus on AI investments and the recovery of domestic manufacturing [23] - Everbright Securities anticipates sustained market heat but warns of potential cooling as the Lunar New Year approaches, recommending attention to sectors like electronics and power equipment [24]

证券代码：688550 证券简称：瑞联新材 公告编号：2026-001 西安瑞联新材料股份有限公司 关于 2024 年限制性股票激励计划首次授予部分 第一个归属期第二批次归属结果暨股份上市的公告 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： 同日，公司召开第三届监事会 2024 年第二次临时会议，审议通过了《关于< 西安瑞联新材料股份有限公司 2024 年限制性股票激励计划（草案）>及其摘要的 议案》《关于<西安瑞联新材料股份有限公司 2024 年限制性股票激励计划实施考核 管理办法>的议案》以及《关于核实<西安瑞联新材料股份有限公司 2024 年限制性 股票激励计划激励对象名单>的议案》等议案，公司监事会对本次激励计划的相关 事项进行核实并出具了相关核查意见。 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 269,133股。 本次股票上市流通总数为269,133股。 本次股票上市流通日期为2026 年 1 月 14 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限 ...

证券日报网讯 1月6日，瑞联新材在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东 人数为10835户。 （文章来源：证券日报） ...

Core Insights - The report emphasizes the growth opportunities in the electronic materials sector driven by rapid downstream development, technological advancements, and domestic substitution [3][5] - The semiconductor materials market is projected to grow significantly, with a forecasted sales revenue of USD 67.5 billion in 2024, reflecting a year-on-year increase of 3.8% [7][34] - The report maintains a "stronger than market" rating for the industry, indicating a positive outlook for investments in electronic materials [3][5] Semiconductor Materials - The global semiconductor materials market is expected to exceed USD 87 billion by 2029, with a compound annual growth rate (CAGR) of 4.5% from 2024 to 2029 [7][34] - China's semiconductor materials domestic substitution rate is currently around 15%, with significant reliance on imports for high-end materials [38][42] - Key materials such as CMP polishing materials, photoresists, and electronic specialty gases are seeing increased domestic production efforts, which are expected to enhance the domestic substitution rate [38][42] PCB Materials - The PCB industry is evolving towards high-frequency and high-speed applications, with increasing demand for electronic resins and fabrics [7][34] - The global market for electronic resins and fabrics used in PCB production is estimated at approximately USD 33.02 billion and USD 24.13 billion, respectively, in 2023 [7][34] - The transition to high-frequency and high-speed PCBs is driven by advancements in 5G technology and the rapid growth of data centers and cloud computing [7][34] OLED Materials - The demand for OLED materials is expected to grow rapidly due to increasing terminal application needs and the acceleration of high-generation line capacity release [7][34] - The global OLED display materials market is projected to reach USD 2.44 billion in 2024, with a CAGR of 19.8% expected from 2025 to 2031 [7][34] - Domestic OLED organic materials currently have a low substitution rate of around 12%, indicating significant growth potential as local manufacturers expand their capabilities [7][34] Investment Recommendations - The report recommends investing in companies benefiting from the semiconductor market recovery, such as Anji Technology, Yake Technology, and Jiangfeng Electronics, among others [5][34] - For AI server demand, companies like Shengquan Group and Dongcai Technology are highlighted as key players in the electronic resin market [5][34] - In the OLED sector, companies like Lite-On Optoelectronics and Wanrun Co., Ltd. are recommended due to their strong market positions [5][34] Industry Performance - The semiconductor materials index has shown a cumulative increase of 37.87% in 2025, outperforming the CSI 300 index by 18.72 percentage points [26] - The electronic chemicals index has increased by 54.98% in the same period, surpassing the CSI 300 index by 35.83 percentage points [26] - Overall, the electronic materials industry is experiencing stable growth, with significant improvements in revenue and profitability metrics [16][26]

证券日报网讯 12月22日，瑞联新材在互动平台回答投资者提问时表示，截至2025年12月19日，公司股 东人数为10477户。 ...