金融界消息 截至2025年8月14日收盘，上海合晶（688584）报收于24.41元，下跌6.76%，换手率8.9%， 成交量30.25万手，成交金额7.44亿元。 资金流向方面，今日主力资金净流出2128.74万元，占比成交额2.86%。其中，超大单净流出3962.82万 元、占成交额5.33%，大单净流入1834.08万元、占成交额2.47%，中单净流出流入1034.89万元、占成交 额1.39%，小单净流入1093.85万元、占成交额1.47%。 上海合晶最新一期业绩显示，截至2025一季报，公司营业总收入2.80亿元、同比增长12.47%，归属净利 润1920.76万元，同比增长5.15%，扣非净利润1551.81万元，同比增长0.11%，流动比率8.987、速动比率 7.365、资产负债率8.00%。 天眼查商业履历信息显示，上海合晶硅材料股份有限公司，成立于1994年，位于上海市，是一家以从事 有色金属冶炼和压延加工业为主的企业。企业注册资本66545.8353万人民币，实缴资本56843.316万人民 币。公司法定代表人为毛瑞源。 通过天眼查大数据分析，上海合晶硅材料股份有限公司共对外投资了5家 ...

证券之星消息，8月14日半导体板块较上一交易日上涨1.06%，龙图光罩领涨。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。半导体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) | | | --- | --- | --- | --- | --- | --- | --- | | 688721 | 龙图光罩 | 53.72 | 12.98% | 12.93万 | | 7.12亿 | | 688256 | 寒武纪 | 949.00 | 10.35% | 15.07万 | | 140.35 Z | | 688041 | 海光信息 | 152.49 | 8.83% | 78.90万 | | 120.20亿 | | 688110 | 东芯股份 | 93.25 | 4.58% | 39.86万 | | 37.14亿 | | 688591 | 泰凌微 | 52.40 | 4.26% | 18.81万 | | 9.97亿 | | 688347 | 表可公司 | 70.50 | 3.62% | 28.94万 | | 20.3 ...

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]

Core Viewpoint - Shanghai Hojin Silicon Materials Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 30% over two consecutive trading days on August 12 and 13, 2025, indicating abnormal trading activity [2][3]. Group 1: Stock Trading Abnormality - The company's stock price deviation is classified as abnormal trading behavior according to the Shanghai Stock Exchange's regulations [2][3]. - The company confirmed that there are no undisclosed significant information affecting the stock price as of the announcement date [4]. Group 2: Company Operations and Major Events - The company reported that its production and operational activities are normal, with no significant changes in market conditions, industry policies, production costs, or sales [4]. - There are no major events or undisclosed information related to significant asset restructuring, share issuance, debt restructuring, or other major corporate actions that could impact stock trading [5]. Group 3: Media Reports and Market Rumors - The company found no media reports or market rumors that could significantly affect its stock price, emphasizing that all relevant information is based on official announcements [6]. Group 4: Board of Directors' Statement - The Board of Directors confirmed that there are no undisclosed matters that should be reported according to the relevant regulations, and they have not been made aware of any information that could significantly impact stock trading [9].

（编辑 任世碧） 证券日报网讯 8月13日晚间，上海合晶发布公告称，公司股票交易于2025年8月12日、8月13日连续两个 交易日内收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情形。经公司自查并向控股股东书 面发函查证，截至本公告披露日，不存在应披露而未披露的重大信息。 ...

证券代码：688584 证券简称：上海合晶 公告编号：2025-035 上海合晶硅材料股份有限公司 股票交易异常波动公告 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： 上海合晶硅材料股份有限公司（以下简称"公司"）股票交易于2025年 8月12日、8月13日连续两个交易日内收盘价格涨幅偏离值累计超过30%。根据 《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时监控 细则》的有关规定，属于股票交易异常波动情形。 经公司自查并向控股股东书面发函查证，截至本公告披露日，不存在 应披露而未披露的重大信息。 公司股价短期波动幅度较大，敬请广大投资者注意市场交易风险，理 性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于2025年8月12日、8月13日连续两个交易日内收盘价格涨幅 偏离值累计超过30%，根据《上海证券交易所交易规则》《上海证券交易所科 创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，经 ...

(本文来自第一财经) 上海合晶发布异动公告，公司股票交易连续两个交易日内收盘价格涨幅偏离值累计超过30%，属于股票 交易异常波动情形。经公司自查，公司目前生产经营活动一切正常，市场环境、行业政策没有发生重大 调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。截至本公告披露日，除公司 已披露事项外，公司及公司控股股东不存在影响公司股票交易价格异常波动的重大事宜；不存在其他涉 及公司应披露而未披露的重大信息，包括且不限于与公司相关的重大资产重组、股份发行、债务重组、 业务重组、重大资产剥离和重大资产注入等重大事项。 ...

Core Viewpoint - Shanghai Hojin Silicon Materials Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 30% over two consecutive trading days on August 12 and 13, 2025 [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price of Shanghai Hojin has shown abnormal volatility, with a cumulative increase of over 30% in closing prices during the specified trading days [1] - **Regulatory Compliance** - The company has adhered to the Shanghai Stock Exchange's trading rules and the real-time monitoring guidelines for abnormal trading on the Sci-Tech Innovation Board [1] - **Company Self-Verification** - Following self-examination and written inquiries to its controlling shareholder, the company confirmed that there are no undisclosed significant information as of the announcement date [1] - **Management Trading Activity** - The company verified that its controlling shareholder, directors, and senior management did not engage in buying or selling the company's stock during the period of abnormal trading [1]

Group 1 - The company Shanghai Hejing announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over two consecutive trading days on August 12 and August 13, 2025 [1] - The company conducted a self-examination and sent a written inquiry to its controlling shareholder, confirming that there is no significant information that should have been disclosed but was not [1] - The company cautioned investors about the significant short-term volatility in its stock price and advised them to be aware of market trading risks and to make rational investment decisions [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 20% compared to the benchmark index within the next six months [5][13]. Core Views - The company is expected to experience a recovery in demand and an increase in the domestic market share of 8-inch epitaxial wafers due to high barriers to entry and the ongoing trend of domestic substitution. The company aims to become a benchmark for 8-inch products, focusing on high-barrier specialty products [3][4]. - The company plans to expand its 12-inch product capacity significantly, with a phased approach to increase production from over 40,000 pieces per month to a total of 100,000 pieces per month by the end of 2026. This includes a focus on power devices and CIS (CMOS Image Sensors) [4]. - Revenue projections for the company are optimistic, with expected revenues of 1.33 billion, 1.66 billion, and 2.00 billion yuan for 2025, 2026, and 2027 respectively, alongside net profits of 151 million, 188 million, and 236 million yuan for the same years [5][9]. Summary by Sections Company Overview - The latest closing price is 22.86 yuan, with a total market capitalization of 15.2 billion yuan and a circulating market value of 7.8 billion yuan. The company has a total share capital of 6.65 billion shares, with a debt-to-asset ratio of 9.4% and a price-to-earnings ratio of 127.00 [2]. Financial Forecasts - The company is projected to achieve revenues of 1.11 billion yuan in 2024, with a year-on-year growth rate of -17.76%. This is expected to rebound to 20.21% in 2025, 24.63% in 2026, and 20.56% in 2027. The net profit is forecasted to decline to 120.78 million yuan in 2024, followed by increases to 150.69 million yuan in 2025, 188.42 million yuan in 2026, and 235.69 million yuan in 2027 [9][12].