Group 1: Semiconductor Equipment Manufacturers - Companies in the semiconductor equipment sector reported smooth progress in product research and market introduction, indicating a positive outlook for future developments [1] - MicroNano's ALD (Atomic Layer Deposition) equipment has achieved industrial application in high-k materials and metal compound films, with increasing production scale [1] - New Yichang has successfully validated multiple wire bonding and testing packaging equipment, receiving market recognition and bulk orders [1] Group 2: Semiconductor Testing Equipment - YaoMai Technology is advancing in semiconductor testing equipment across three levels: silicon photonic wafer testing, IC carrier board testing, and MEMS sensor testing [2] - The silicon photonic testing equipment has been continuously delivered to overseas wafer fabs, while IC carrier board testing is in the prototype system testing phase [2] - MEMS sensor testing equipment has gained recognition from leading domestic clients, with incremental orders being secured [2] Group 3: Semiconductor Materials Manufacturers - Domestic semiconductor manufacturers are rapidly enhancing competitiveness, breaking the original global industry pattern, with expansion becoming a key focus for semiconductor materials companies [3] - ShenGong Co. plans to steadily expand production capacity for silicon components, which will drive growth in large-diameter silicon materials [3] - The company anticipates that internal demand for silicon components will actively drive growth, rather than relying solely on overseas recovery [3] Group 4: Production Expansion Plans - TianCheng Technology is expanding production capacity to meet increasing orders, planning to increase the capacity of its Jinshan plant from 30,000 tons to 40,000 tons annually [4] - A new plant in Zhuhai with an annual capacity of 30,000 tons is set to begin construction soon, targeting the South China PCB market [4] - A fully-owned subsidiary in Thailand is expected to complete a 30,000-ton plant by 2026, enhancing supply capabilities in Southeast Asia [4] Group 5: Revenue Growth Expectations - Longtu Photoresist's new products from its Zhuhai plant are expected to gradually ramp up production in the second half of the year, leading to significant year-on-year revenue growth [5] - The company aims to leverage capacity release in Zhuhai as a turning point for performance recovery through high-end process breakthroughs and customer structure upgrades [5] - Fangbang Co., as an electronic materials platform enterprise, anticipates positive performance growth with the gradual ramp-up of new products such as peelable copper and flexible copper-clad laminates [5]

Group 1 - Dematech won a 900 million yuan overseas smart logistics project from a well-known e-commerce giant in Latin America, focusing on intelligent logistics cross-belt sorting systems and related services [1] - Kang En Bei received approval for the registration of short-term financing bonds and medium-term notes, with a total registration amount of 1 billion yuan, valid for two years [1][2] - Zhi Xiang Jin Tai's GR1803 injection for systemic lupus erythematosus clinical trial has been approved by the National Medical Products Administration [2] Group 2 - Jin Da Wei's subsidiary received approval for a veterinary drug product, pyridone, valid from September 3, 2025, to September 2, 2030 [4] - Fu Li Wang's subsidiary plans to invest 500 million yuan in a high-end wire material project, focusing on high-strength prestressed steel strands for various applications [5] - He Li Biological's subsidiary's Class III medical device registration application has been accepted, focusing on natural bone repair materials [12] Group 3 - Lin Yang Energy won a 244 million yuan metering equipment project from Southern Power Grid, expected to positively impact its 2025 and 2026 performance [20] - Sanxia Water plans to absorb its wholly-owned subsidiary, Chongqing Changdian United Energy, with all assets and liabilities to be inherited by Sanxia Water [13] - Tian Cheng Technology canceled the use of 91 million yuan of raised funds for permanent working capital, ensuring no impact on the normal operation of investment projects [24] Group 4 - Baosteel received approval to publicly issue bonds totaling 20 billion yuan to professional investors, valid for 24 months [52] - Tian Kang Biological reported a 10.15% year-on-year increase in pig sales in August, with a total of 263,800 pigs sold [53] - Xinjiang Construction won multiple major projects totaling 4.506 billion yuan, including a 2.4 billion yuan photovoltaic hydrogen synthesis project [18]

为规范公司募集资金管理，保护投资者权益，募集资金到账后，已全部存放 于募集资金专项账户内，公司及募投项目实施主体与保荐机构、募集资金专户开 户银行签署了募集资金专户存储三方及四方监管协议。 二、募集资金投资项目的基本情况 根据《广东天承科技股份有限公司首次公开发行股票并在科创板上市招股说 明书》《广东天承科技股份有限公司于使用部分超募资金向全资子公司增资暨投 资建设新项目的公告》（公告编号：2023-008）《广东天承科技股份有限公司关于 民生证券股份有限公司关于上海天承科技股份有限公司 取消使用部分超募资金永久补充流动资金事项的核查意见 民生证券股份有限公司（以下简称"民生证券"或"保荐机构"）作为上海 天承科技股份有限公司（以下简称"公司"或"天承科技"）首次公开发行股票 并在科创板上市的持续督导保荐机构，根据《证券发行上市保荐业务管理办法》、 《上海证券交易所科创板股票上市规则》、《上市公司募集资金监管规则》、《上 海证券交易所科创板上市公司自律监管指引第1号——规范运作》等相关法律法 规的规定,对天承科技取消使用部分超募资金永久补充流动资金事项进行了核查， 核查情况及核查意见具体如下： 一、募集资金基 ...

关于取消使用部分超募资金永久补充流动资金的 公告 证券代码：688603 证券简称：天承科技 公告编号：2025-059 上海天承科技股份有限公司 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、准确性和完整性承担法律责任。 公司募集资金净额为 70,737.90 万元，其中超募资金为 30,629.05 万元。公司 已使用部分暂时闲置募集资金（不超过 50,000 万元）进行现金管理，具体详见 公司于 2025 年 8 月 20 日在上海证券交易所网站（www.sse.com.cn）披露的《关 于使用部分暂时闲置募集资金进行现金管理的公告》（公告编号：2025-043）。 上海天承科技股份有限公司（以下简称"公司"）于 2025 年 9 月 9 日召开 第二届董事会第二十二次会议和第二届监事会第十五次会议，审议通过了《关于 取消使用部分超募资金永久补充流动资金的议案》，同意公司取消此前经第二届 董事会第二十次会议和第二届监事会第十四次会议审议通过的使用部分超募资 金永久补充流动资金事项，并同时终止公司此前作出的使用超募资金补充流动资 金后 12 个月内不 ...

一、监事会会议召开情况 上海天承科技股份有限公司 第二届监事会第十五次会议决议公告 证券代码：688603 证券简称：天承科技 公告编号：2025-061 上海天承科技股份有限公司（以下简称"公司"）第二届监事会第十五次会 议通知于 2025 年 9 月 4 日以邮件形式送达全体监事，本次会议于 2025 年 9 月 9 日以现场结合通讯的方式召开。本次会议由监事会主席章小平先生主持召开，会 议应出席监事 3 人，实际出席监事 3 人，董事会秘书列席会议。 本公司监事会及全体监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、准确性和完整性承担法律责任。 1 具体内容详见公司于同日在上海证券交易所网站（www.sse.com.cn）披露的 《关于取消使用部分超募资金永久补充流动资金的公告》（公告编号：2025-059）。 特此公告。 上海天承科技股份有限公司监事会 本次会议的召集和召开程序符合《中华人民共和国公司法》《中华人民共和 国证券法》及《上海天承科技股份有限公司章程》（以下简称"《公司章程》"） 等有关规定，会议决议合法、有效。 二、监事会会议审议情况 （一）审议通过《 ...

证券代码：688603 证券简称：天承科技 公告编号：2025-060 一、董事会会议召开情况 上海天承科技股份有限公司（以下简称"公司"）第二届董事会第二十二次 会议通知于 2025 年 9 月 4 日以邮件形式送达全体董事，本次会议于 2025 年 9 月 9 日以现场结合通讯的方式召开。本次会议由董事长童茂军先生召集并主持召开， 会议应出席董事 6 人，实际出席董事 6 人，公司监事、高级管理人员列席会议。 本次会议的召集和召开程序符合《中华人民共和国公司法》《中华人民共和 国证券法》及《上海天承科技股份有限公司章程》（以下简称"《公司章程》"） 等有关规定，会议决议合法、有效。 上海天承科技股份有限公司 第二届董事会第二十二次会议决议公告 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、准确性和完整性承担法律责任。 二、董事会会议审议情况 经与会董事投票表决，审议通过了如下议案： （一）审议通过《关于取消使用部分超募资金永久补充流动资金的议案》 董事会同意公司取消此前经第二届董事会第二十次会议和第二届监事会第 十四次会议审议通过的使用部分超募资金永 ...

Market Overview - On September 4, the electronic chemicals sector fell by 4.02%, with Siquan New Materials leading the decline [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the electronic chemicals sector showed varied performance, with Tian Tong Co. rising by 3.77% to a closing price of 11.00 [1] - Siquan New Materials experienced a significant drop of 15.29%, closing at 182.96, with a trading volume of 59,500 shares and a transaction value of 1.13 billion [2] - Other notable declines included Tian Cheng Technology down 7.78% and Xingfu Electronics down 6.42% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 985 million from institutional investors, while retail investors had a net inflow of 1.005 billion [2] - The capital flow data indicates that while institutional investors withdrew funds, retail investors were actively buying into the sector [2] Individual Stock Capital Flow - Tian Tong Co. had a net inflow of 371 million from institutional investors, while Siquan New Materials saw a net outflow of 51.32 million from retail investors [3] - Other stocks like Lai Er Technology and Wei Te Ou also experienced mixed capital flows, with varying levels of institutional and retail investor activity [3]

Core Viewpoint - The report outlines the ongoing supervision of Shanghai Tiancheng Technology Co., Ltd. by Minsheng Securities Co., Ltd. as the sponsor for its initial public offering on the Sci-Tech Innovation Board, detailing the supervisory activities and compliance with regulations during the period from July 10, 2023, to December 31, 2026 [1][2][3]. Supervision Activities - Minsheng Securities has established a comprehensive supervision system and executed a work plan for ongoing supervision [1][2]. - A continuous supervision agreement has been signed with the company, clarifying the rights and obligations of both parties during the supervision period [2]. - No significant violations or breaches of commitments have been reported during the supervision period [3][4]. Financial Performance - For the first half of 2025, the company reported operating income of CNY 213,149,895.20, a 23.37% increase compared to CNY 172,776,665.31 in the same period of 2024 [11]. - The net cash flow from operating activities for the first half of 2025 was CNY 28,837,869.82, a decrease of 65.11% compared to the previous year [12]. - The total assets as of June 30, 2025, were CNY 1,261,325,871.38, reflecting a 1.51% increase from CNY 1,242,601,122.09 a year earlier [12]. Research and Development - The company invested CNY 16,856,288.07 in research and development in the first half of 2025, representing a 51.01% increase from CNY 11,162,606.59 in the same period of 2024 [19]. - The company holds 52 invention patents and 19 utility model patents, indicating a strong focus on innovation [19]. Market Position and Risks - The company faces competition from international giants in the electronic circuit specialty chemical industry, which may impact its market position if it fails to innovate and respond to market demands [9][10]. - The company emphasizes the importance of its core technical personnel, who have over 30 years of experience in the industry, as a key factor for its development [8]. - The company has established strong relationships with numerous downstream enterprises, enhancing its market presence and customer base [16][17]. Compliance and Governance - The company has adhered to the relevant regulations regarding the use of raised funds, ensuring proper storage and usage in compliance with the rules set by the Shanghai Stock Exchange [21]. - There have been no reported issues regarding the compliance of the company's governance structure or internal controls during the supervision period [3][4].

民生证券股份有限公司 关于上海天承科技股份有限公司 2025年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》、《上海证券交易所上市公司自律 监管指引第 11 号——持续督导》、《上海证券交易所科创板股票上市规则》等 相关法律法规的规定，民生证券股份有限公司（以下简称"保荐机构"或"民生 证券"）作为上海天承科技股份有限公司（以下简称"公司"或"天承科技"） 首次公开发行股票并在科创板上市的保荐机构，负责天承科技的持续督导工作， 持续督导期间为 2023 年 7 月 10 日至 2026 年 12 月 31 日。 本持续督导期间，保荐机构及保荐代表人通过日常沟通、现场检查、尽职调 查等方式开展持续督导工作，现出具 2025 年半年度持续督导跟踪报告。 | 项目 | 工作内容 | | --- | --- | | 1、建立健全并有效执行持续督导工作制度，并针对 | 保荐机构已建立健全并有效执行持 | | 具体的持续督导工作制定相应的工作计划。 | 续督导工作制度，并针对具体的持续 | | | 督导工作制定相应的工作计划。 | | 2、根据中国证监会相关规定，在持续督导工作开始 | | | 前，与上市公 ...

Group 1 - The company has decided to terminate the "Zhuhai R&D Center Construction Project" and redirect the raised funds of 83.6017 million RMB to the "Jinshan Factory Upgrade Project" [2] - The total investment for the Jinshan Factory Upgrade Project is 124.0057 million RMB, which will be used for land acquisition and construction [2] - The company successfully acquired land use rights for 70.6259 million RMB through a public bidding process [2] Group 2 - The acquisition of land use rights will facilitate the implementation of the Jinshan Factory Upgrade Project, enhancing the efficiency of fund utilization and supporting the company's long-term development [3] - The contract signing will not affect the company's existing business operations and will not have a significant impact on its financial status or operating results [3] - The project is expected to bring returns to shareholders without harming the interests of the company and all shareholders [3]