人民财讯10月7日电，天承科技产品广泛应用于印制电路板、封装基板、半导体、显示面板等多个领 域。 在印制线路板、封装基板领域，公司与国际竞争对手并驾齐驱，产品与技术服务在行业中广受好评。尤 其在聚酰亚胺、PET树脂、ABF材料表面的金属化技术方面，公司产品性能稳定，获得了主流封装载板 厂和顶级OEM的认可。公司在半导体封装及先进制程领域的再布线层RDL、凸点Bumping、硅通孔 TSV、大马士革电镀系列产品也得到了知名封装厂的肯定，性能达到国际先进水平。顺应高性能计算和 人工智能的发展趋势，公司迅速投入玻璃基板通孔TGV金属化技术的研发，并已获得产业链的广泛认 可。同时与顶级OEM企业建立了深入合作关系，共同推动产业化进程。 公司于2023年成功研发出应用于半导体先进封装领域RDL、bumping、TSV、TGV电镀添加剂及晶圆制 造领域大马士革电镀添加剂并实现下游推广验证，2024年组建了半导体事业部并完成了集成电路专用湿 电子化学品项目建设，助力半导体领域电镀添加剂国产化进程。 未来，天承科技将始终以自主研发为根本，不断探索前沿工艺的融合发展，解决关键技术"卡脖子"问 题，努力成为高端专用功能性湿电子化 ...

据天眼查APP显示，上海天承科技股份有限公司成立于2010年11月19日。注册资本12472.4524万人民 币。（数据宝） 9月25日天承科技大宗交易一览 天承科技9月25日大宗交易平台共发生3笔成交，合计成交量20.70万股，成交金额1604.26万元。成交价 格均为77.50元。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为4900.42万元。 证券时报·数据宝统计显示，天承科技今日收盘价为77.50元，下跌1.87%，日换手率为4.54%，成交额为 1.68亿元，全天主力资金净流出1442.08万元，近5日该股累计下跌2.15%，近5日资金合计净流出880.36 万元。 两融数据显示，该股最新融资余额为4.16亿元，近5日增加3550.29万元，增幅为9.34%。 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日收盘折 溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 9.27 | 718.43 | 77.50 | 0.00 | 华泰证券股份有 | 华泰证券股份有限公司深圳 ...

Summary of Key Points Group 1: Market Activity - A total of 21 stocks on the Sci-Tech Innovation Board experienced block trading on September 25, with a cumulative transaction amount of 352 million yuan [1] - The highest transaction amount was for Dameng Data, with a volume of 200,000 shares and a transaction value of 43 million yuan [1] - The average price of block trades for the stocks involved showed significant discounts compared to their closing prices, with Dameng Data at a discount rate of 20.37% [1][2] Group 2: Institutional Participation - Among the block trades, 16 transactions involved institutional buyers or sellers, with the highest buying amounts for Haiguang Information, Artis, and Rongzhi Rixin, totaling 39.26 million yuan, 11.39 million yuan, and 10.04 million yuan respectively [2] - Ten stocks saw net inflows of funds, with the highest net inflows for Artis, Haiguang Information, and Haitan Ruisheng, amounting to 225 million yuan, 211 million yuan, and 43.69 million yuan respectively [2] Group 3: Stock Performance - The Sci-Tech 50 Index rose by 1.24% on the same day, with 237 stocks (40.24%) on the Sci-Tech Innovation Board experiencing price increases [1] - Among the stocks involved in block trading, the average increase was 0.43%, with the highest gains seen in Fuzhi Environmental, Yaxin Security, and Haitan Ruisheng, with increases of 5.20%, 4.50%, and 3.65% respectively [1][2]

9月23日，天承科技跌2.61%，成交额2.47亿元。两融数据显示，当日天承科技获融资买入额6043.75万 元，融资偿还2206.88万元，融资净买入3836.87万元。截至9月23日，天承科技融资融券余额合计4.17亿 元。 资料显示，上海天承科技股份有限公司位于上海市金山区金山卫镇春华路299号，成立日期2010年11月 19日，上市日期2023年7月10日，公司主营业务涉及PCB所需要的专用电子化学品的研发、生产和销 售。主营业务收入构成为：沉铜电镀专用化学品99.98%，其他(补充)0.02%。 截至6月30日，天承科技股东户数3273.00，较上期增加16.31%；人均流通股14009股，较上期增加 27.07%。2025年1月-6月，天承科技实现营业收入2.13亿元，同比增长23.37%；归母净利润3673.36万 元，同比增长0.22%。 分红方面，天承科技A股上市后累计派现4446.82万元。 责任编辑：小浪快报 融资方面，天承科技当日融资买入6043.75万元。当前融资余额4.16亿元，占流通市值的11.20%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，天承科技9月23日融 ...

#显示材料 "珠海经开区发布"消息显示，9月17日上午，总投资2.5亿元的广东天承化学高端湿电子化学品项 目在珠海经济技术开发区启动建设。 图片来源：珠海经开区发布 该项目位于经开区精细化工区化联三路东南侧，占地面积约2.55万平方米，规划建设年产3万吨高 端电子化学品生产线，产品包括电镀添加剂、水平沉铜、ABF载板除胶沉铜、铜面处理剂等，应用 于集成电路、显示面板、新能源、玻璃基板和PCB等领域。 天承科技成立于2010年，专注功能性湿电子化学品研发与生产，2023年在科创板上市。公司聚焦 化学沉积、电化学沉积及界面处理技术，产品已应用于电子电路、半导体封装、显示屏和新能源等 领域。 其半导体部门研发的新产品已在TGV、Micro LED微显示等方向完成中试并实现批量交付。 根据最新半年报，公司上半年实现营业收入2.13亿元，同比增长23.4%；归母净利润3673万元， 同比增长0.2%；扣非归母净利润3174万元，同比增长3.5%。 天承科技表示，受算力、高速通信、新能源汽车和ADAS等下游需求带动，PCB产业相关产品保持 较高增长，行业库存周期回补也在推动高端PCB和封装基板需求逐步恢复。 在国内，公司 ...

Group 1: Company Performance - Brothers Technology (002562) expects a net profit increase of 207%-253% for the first three quarters of 2025, with projected profits between 100 million to 115 million yuan, driven by rising prices of certain vitamin products and improved production capacity utilization [2] Group 2: Financing Activities - Vanke A has secured a loan of up to 2.064 billion yuan from its largest shareholder, Shenzhen Metro Group, to repay bond principal and interest, with the loan interest rate being lower than current market rates [3] - Hengwei Technology is planning to acquire 75% of Shanghai Shuhang Information Technology Co., with shares to be issued and cash payments involved, leading to a temporary suspension of trading starting September 17, 2025 [5] Group 3: Important Contracts - Jingzhida's subsidiary Hefei Integrated Circuit has signed a semiconductor testing equipment procurement agreement worth 323 million yuan, expected to positively impact the company's performance in 2025-2026 [7] - China Shipbuilding Technology has entered into a green methanol sales contract worth approximately 40 million USD per year, with potential increases based on customer demand, starting supply after the wind power methanol project is operational [7] Group 4: Shareholder Activities - Tianyu Co., Ltd. has seen its major shareholder release a pledge on 12.5 million shares, while still having 15.3 million shares pledged, representing 26.79% of the shareholder's total holdings [7] - Guotou Venture Capital plans to reduce its holdings by up to 9.186 million shares, representing 3% of the total share capital, citing personal funding needs [13]

Mergers and Acquisitions - Suzhou Planning intends to acquire 80% equity of Kunshan Architectural Design Institute for a valuation of 8.3172 million yuan as of April 30, 2025 [1] - Hengwei Technology plans to purchase 75% of Shanghai Shuhang Information Technology Co., Ltd. through a combination of issuing shares and cash, without causing a change in control [2] - Anhuai High-Tech aims to acquire 100% equity of Henan High Purity Minerals for 15.0112 million yuan through a private agreement, classified as a related party transaction [3] - Aikodi proposes to acquire 71% equity of Zhaolibo Precision Electromechanical Co., Ltd. for 1.118 billion yuan, while also raising up to 520 million yuan from specific investors [4] Performance Disclosure - Brothers Technology forecasts a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42%, driven by rising prices of certain vitamin products and improved capacity utilization [5] Shareholding Changes - Fuchuang Precision's shareholder, Guotou Venture Capital Fund, plans to reduce its stake by up to 3%, equating to a maximum of 9.1863 million shares [6] - Tiancheng Technology's shareholder, Ruixing Phase II, intends to reduce its holdings by up to 1.68%, totaling a maximum of 209.58 million shares [7] - Zhongyou Technology's shareholder, Guohua Satellite, plans to reduce its stake by up to 3%, amounting to a maximum of 4.08 million shares [8]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen stock markets announced significant developments, including financing arrangements, asset sales, and strategic partnerships, which may present investment opportunities and risks for investors [4][5][6][8][9][10]. Financing and Borrowing - Vanke A announced that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years and a floating interest rate based on the LPR minus 66 basis points [4]. - Jianfeng Group obtained a loan commitment of up to 36 million yuan from China Merchants Bank for stock repurchase, with a loan term of no more than 36 months at an interest rate of 1.8% [11]. Asset Sales and Acquisitions - Angli Education plans to sell 100% of Kensington Park School Limited for 80,000 pounds (approximately 760,100 yuan) to alleviate financial pressure [5]. - Guang'an Aizhong intends to acquire 90% of Qitai Hengtai at a price of 0 yuan, with plans for further investment in renewable energy projects [12][13]. - Suzhou Planning aims to acquire 80% of Kunshan Development Zone Architectural Design Institute for 831,720 yuan [18]. Regulatory and Compliance Issues - Haohai Biotechnology's controlling shareholder received an administrative penalty notice from the CSRC for suspected insider trading, although it is stated that this will not significantly impact the company's operations [7]. - Yunding Technology received a warning letter from the Shandong Securities Regulatory Bureau for inaccurate financial disclosures in its 2015 annual report [8]. Performance and Forecasts - Brothers Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42%, driven by rising prices of certain vitamin products and improved production efficiency [21]. Strategic Partnerships and Contracts - Jiuzhou Yiqu signed a strategic cooperation agreement with China Electric Power Construction Group Chengdu Survey and Design Institute to enhance collaboration in the rail transit sector [22]. - Luxiao Technology's subsidiary signed a strategic cooperation agreement to develop AI service robots for the US and European markets, aiming to sell at least 1 million units by 2026-2028 [23]. - China Shipbuilding Technology signed a green methanol sales contract worth approximately 40 million USD per year, with potential increases based on customer demand [24]. Stock Transactions and Shareholder Actions - Several companies, including Maidi Technology and Xin Hua Co., announced plans for shareholders to reduce their stakes, with reductions ranging from 1.7% to 3% of total shares [29][30][31][34][35].

Group 1 - On September 16, 26 A-share listed companies disclosed share reduction plans, including companies like XinHua Co., MaiDi Technology, and ChengBang Co. [1] - Suzhou Bank's 12 directors and senior management completed a share buyback plan, with a total investment of nearly 5 million yuan [2] - LiXun Precision's vice chairman completed a share buyback of 200 million yuan, accumulating a total of 5 to 7 million yuan in 2022 [2] Group 2 - XinHua Co. plans to reduce holdings by no more than 75,200 shares [3] - MaiDi Technology's shareholders plan to collectively reduce 1.71% of the company's shares [3] - ChengBang Co. shareholders plan to reduce no more than 0.5% of the company's shares [3] - Other companies with planned reductions include Aters (2.04%), ZhongYou Technology (3%), and DeYe Co. (158,050 shares) [3]

Summary of Key Points Core Viewpoint - On September 16, several companies disclosed their shareholding changes, with notable increases in holdings by some executives and significant reductions by others, indicating varied market sentiments and potential investment opportunities. Group 1: Increased Holdings - Suzhou Bank's 12 executives completed their share buyback plan, with a total investment of nearly 5 million yuan [3] - Luxshare Precision's Vice Chairman Wang Laisheng completed a 200 million yuan share buyback, bringing the total for 2022 to 500 million yuan [3] Group 2: Decreased Holdings - Newhua Co. plans to reduce holdings by up to 75,200 shares [3] - MediTech shareholders plan to collectively reduce 1.71% of the company's shares [3] - Chengbang Co. shareholders plan to reduce up to 0.5% of the company's shares [3] - Chahua Co.'s Director and Deputy General Manager Chen Zhihai plans to reduce up to 40,000 shares [3] - Artis shareholders plan to reduce up to 2.04% of the total share capital [3] - Zhongyou Technology shareholders plan to reduce up to 3% of the company's shares [3] - Deyang Co. plans to reduce up to 1.5805 million shares [3] - Changhua Group plans to reduce up to 5.3806 million repurchased shares [3] - Tiancheng Technology shareholders plan to reduce up to 1.68% of the company's shares [3] - Anzheng Fashion plans to reduce up to 1.87004 million repurchased shares [3] - Sichuan Gold shareholders plan to reduce a total of 1.5938% of the company's shares [3] - Zhongyan Co. plans to reduce up to 30,000 shares [3] - Fuchuang Precision shareholders plan to reduce up to 3% of the company's shares [3] - Beifang Huachuang plans to reduce 2.5919 million shares through centralized bidding [3] - Xiamen Tungsten plans to reduce up to 1% of Tengyuan Mining's shares [3] - Changgao Electric plans to reduce 3.465 million shares of its associate company [3] - Xinghua New Materials' specific shareholder plans to reduce 1.17% of the company's shares [3] - Tonghe Technology shareholders plan to reduce up to 3% of the company's shares [3] - Anlian Ruishi's Director Shen Lei plans to reduce up to 100,000 shares [3] - Yidong Electronics' controlling shareholder plans to reduce up to 2.96% of the total share capital [3] - Saiwei Times shareholders plan to reduce up to 3% of the company's shares [3] - Tiandi Digital shareholders plan to reduce up to 2.96% of the total share capital [3] - Wanjie Technology's Director and Deputy General Manager Liu Huaiqi plans to reduce up to 386,000 shares [3] - Haitai New Light's actual controller's concerted action plans to reduce up to 0.2102% of the shares [3] - Tengyuan Mining's Xiamen Tungsten and Changjiang Chen Dao plan to reduce up to 2% of the total share capital [3] - Yayi International's Director and senior management plan to reduce up to 540,000 shares [3]