9月12日，天承科技（688603）发布公告，公司拟以自有或自筹资金不超过5000万元参与认购上海君华孚 创电子材料产业发展私募投资基金合伙企业（有限合伙）的基金份额，出资比例为7.4738%。 公司参与本次认购后，基金认缴出资情况如下： | 合伙人 | 合伙人名称 | 出资 | 认缴出资额 | 出资比例 | | --- | --- | --- | --- | --- | | 类型 | | 方式 | (万元) | (%) | | 普通合 | 国泰君安创新投资有限公司 | 赏币 | 100 | 0.1495 | | 伙人 | 上海孚腾私募基金管理有限公司 | 篇书 | 100 | 0.1495 | | 有限合 | 国泰君安君本(上海)私募基金管理有限 公司 | 農币 | 19.900 | 29.7459 | | | 上海国孚领航投资合伙企业(有限合伙) | 货币 | 19.900 | 29.7459 | | 伙人 | 上海华谊控股集团有限公司 | 農莊 | 2,000 | 2.9895 | | | 上海国投先导集成电路私募投资基金合 | 農莊 | 19.900 | 29.7459 | | | 伙企业(有限合伙) ...

Core Viewpoint - The company is strategically relocating its registered address to enhance its integration into the semiconductor industry in Shanghai and improve its overall competitiveness [1] Group 1: Company Strategy - The company will change its registered address to Zhangjiang Road, Shanghai Free Trade Zone on July 16, 2025, to align with the development opportunities in the integrated circuit industry [1] - The company has signed a partnership agreement with other partners of the electronic materials fund to invest up to 50 million yuan in the Shanghai Junhua Fuchuang Electronic Materials Industry Development Private Investment Fund [1] Group 2: Investment Focus - The primary investment direction of the fund is high-end electronic chemicals and supporting materials, which aligns with the company's industry and strategic planning [1] - The company aims to leverage the resources and investment management experience of professional institutions to identify high-quality projects that are synergistic with its business direction [1] Group 3: Industry Contribution - The company will actively support the development and planning of high-end electronic chemicals in Shanghai's integrated circuit industry, enhancing the resilience and autonomy of the industrial chain [1] - The company intends to contribute to the "strong chain and supplement chain" initiative of the integrated circuit "Shanghai Plan" by utilizing the advantages of its listed platform [1]

证券代码：688603 证券简称：天承科技 公告编号：2025-063 上海天承科技股份有限公司 关于认购产业基金份额的自愿性披露公告 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： 上海天承科技股份有限公司（以下简称"公司"）拟以自有或自筹资金 不超过人民币 5,000 万元参与认购上海君华孚创电子材料产业发展私募投资基金 合伙企业（有限合伙）（以下简称"电子材料基金"）基金份额。 公司将根据相关法律法规配合基金管理人推进基金备案等事宜。总经理 授权相关人员办理有关本次投资所涉及的具体事项，包括但不限于签署相关协议， 以及配合办理备案等相关工作。 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 相关风险提示：由于产业基金具有投资周期长，流动性较低的特点，本 次投资将面临较长的投资回收期，且产业基金运行过程中将受宏观政策、经济环 境、行业周期、被投资企业经营管理情况等多种因素影响，可能面临投资效益不 达预期等风险。 一、对外投资概述 公司于 2025 年 7 月 16 ...

Core Viewpoint - Tiancheng Technology (688603.SH) is relocating its registered address to Zhangjiang Road, Shanghai Free Trade Zone on July 16, 2025, to enhance its strategic implementation and competitiveness in the integrated circuit industry [1] Group 1: Company Strategy - The company aims to seize opportunities in the integrated circuit industry and enhance its overall competitiveness by relocating its registered address [1] - The relocation is part of a broader strategy to integrate into Shanghai's integrated circuit industry [1] Group 2: Investment Activities - The company has signed a partnership agreement with other partners of the electronic materials fund to participate in the Shanghai Junhua Fu Chuang Electronic Materials Industry Development Private Investment Fund [1] - The company plans to invest up to RMB 50 million in the electronic materials fund using its own or raised funds [1]

Group 1 - The company Tiancheng Technology (688603.SH) plans to invest up to 50 million RMB using its own or raised funds to subscribe for shares in an electronic materials fund [1] - The fund primarily targets high-end electronic chemicals and supporting materials, focusing on high value-added segments in the semiconductor and broader semiconductor fields [1] - The investment strategy emphasizes areas with low domestic production rates and significant market potential in advanced electronic chemicals, aiming for diversified collaboration with listed companies [1]

证券代码：688603 证券简称：天承科技 公告编号：2025-62 上海天承科技股份有限公司 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归属结果的公告 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、准确性和完整性承担法律责任。 重要内容提示： 本次归属股票数量：31.9754 万股 本次归属股票来源：上海天承科技股份有限公司（以下简称"公司"）回 购的公司 A 股普通股股票 一、本次限制性股票归属的决策程序及相关信息披露 （一）2024 年 7 月 22 日，公司召开第二届董事会第十一次会议，审议通过 了《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于 公司<2024 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东 大会授权董事会办理公司 2024 年限制性股票激励计划相关事宜的议案》。公司 董事会薪酬与考核委员会审议通过了相关议案。 同日，公司召开第二届监事会第七次会议，审议通过了《关于公司<2024 年 限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2024 年限制性股 票激励计 ...

Group 1 - The electronic chemicals sector increased by 3.17% on September 11, with Tongyu New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] - Key stocks in the electronic chemicals sector showed significant price increases, with Tongyu New Materials rising by 10.53% to a closing price of 200.06 [1] Group 2 - The electronic chemicals sector experienced a net inflow of 168 million yuan from institutional investors, while retail investors saw a net inflow of approximately 48.53 million yuan [2] - Major stocks like Tiantong Co. and Tongyu New Materials had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - The trading volume for Tongyu New Materials reached 26,000 hands, with a total transaction value of 504 million yuan [1]

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 ...