艾森股份公告，公司第三届董事会第二十一次会议审议通过了《关于部分募集资金投资项目延期的议 案》，同意在募集资金投资项目实施主体、实施方式、投资用途及投资规模不发生变更的情况下， 对"集成电路材料测试中心项目"达到预定可使用状态的时间进行调整，调整后预定可使用状态日期延长 至2027年12月。截至2025年10月31日，该项目已使用募集资金1.92亿元，募集资金使用进度为62.03%。 ...

Core Points - On November 21, Aisen Co., Ltd. experienced a decline of 5.16%, with a stock price of 51.83 CNY per share, a trading volume of 247 million CNY, a turnover rate of 8.40%, and a total market capitalization of 4.568 billion CNY [1] - Aisen Semiconductor Materials Co., Ltd. was established on March 26, 2010, and went public on December 6, 2023. The company specializes in the research, production, and sales of electronic chemicals [1] - The main revenue composition of Aisen includes: electroplating solutions and supporting reagents (45.37%), electroplating supporting materials (29.31%), photoresists and supporting reagents (21.91%), other (supplementary) (3.04%), and other electronic chemicals (0.37%) [1] Shareholder Information - Among the top ten circulating shareholders of Aisen, a fund under Southern Fund ranks first. The Southern Information Innovation Mixed A Fund (007490) entered the top ten shareholders in the third quarter, holding 741,200 shares, which accounts for 1.34% of the circulating shares [2] - The Southern Information Innovation Mixed A Fund was established on June 19, 2019, with a latest scale of 3.477 billion CNY. Year-to-date returns are 43.46%, ranking 1145 out of 8136 in its category; the one-year return is 29.37%, ranking 2144 out of 8056; and since inception, the return is 143.07% [2] Fund Manager Information - The fund manager of the Southern Information Innovation Mixed A Fund is Zheng Xiaoxi, who has been in the position for 6 years and 158 days. The total asset scale of the fund is 7.468 billion CNY, with the best fund return during his tenure being 146.29% and the worst being -33.69% [3]

Market Overview - The semiconductor sector experienced a decline of 1.24% on November 20, with Aisen Co. leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Top Gainers in Semiconductor Sector - Dawi Co. (002213) saw a significant increase of 10.00%, closing at 36.64 with a trading volume of 556,200 shares and a transaction value of 1.96 billion [1] - Tianyue Advanced (688234) rose by 5.77%, closing at 79.98 with a trading volume of 154,400 shares and a transaction value of 1.24 billion [1] - Hongwei Technology (688711) increased by 5.12%, closing at 23.59 with a trading volume of 125,700 shares [1] Top Decliners in Semiconductor Sector - Vincent Co. (688720) fell by 6.29%, closing at 54.65 with a trading volume of 65,400 shares and a transaction value of 368 million [2] - Demingli (001309) decreased by 6.16%, closing at 247.46 with a trading volume of 173,700 shares and a transaction value of 4.37 billion [2] - Kewai (300672) dropped by 6.12%, closing at 103.75 with a trading volume of 134,300 shares and a transaction value of 1.41 billion [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 5.54 billion from major funds, while retail investors saw a net inflow of 3.53 billion [2] - Major funds showed a net inflow in stocks like Dagang Co. (002077) with 93.35 million, while retail investors had a net outflow of 44.89 million [3] - Tianyue Advanced (688234) had a net inflow of 68.41 million from major funds, but a net outflow of 23.02 million from retail investors [3]

Core Viewpoint - The company announced the completion of its share repurchase plan, having repurchased a total of 1,152,959 shares, which represents 1.31% of its total share capital of 88,133,334 shares [2] Summary by Sections - **Share Repurchase Details** - The company has completed its share repurchase plan as of the announcement date [2] - A total of 1,152,959 shares were repurchased [2] - This repurchase accounts for 1.31% of the company's total share capital [2]

Core Viewpoint - The company, Aisen Co., Ltd. (688720.SH), has completed its share repurchase plan, having repurchased a total of 1.153 million shares, which represents 1.31% of its total share capital of 88,133,334 shares [1] Summary by Relevant Sections - **Share Repurchase Details** - The repurchase was conducted at a maximum price of 45.50 CNY per share and a minimum price of 36.74 CNY per share, with an average repurchase price of 43.54 CNY per share [1] - The total funds used for the repurchase amounted to 50.2051 million CNY, excluding transaction fees such as stamp duty and commission [1] - All repurchased shares are currently held in a dedicated securities account for share repurchase [1]

证券代码：688720 证券简称：艾森股份 公告编号：2025-071 江苏艾森半导体材料股份有限公司 关于股份回购实施结果暨股份变动的公告 | 回购方案首次披露日 | 2024/11/20 | | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 11 月 日~2025 年 月 | 年 | 19 | 11 18 日 | | 预计回购金额 | 4,000万元~6,000万元 | | | | | 回购价格上限 | 70.58元/股 | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | □用于转换公司可转债 | | | | | | □为维护公司价值及股东权益 | | | | | 实际回购股数 | 1,152,959股 | | | | | 实际回购股数占总股本比例 | 1.31% | | | | | 实际回购金额 | 50,205,055.88元 | | | | | 实际回购价格区间 | 36.74元/股~45.50元/股 | | | | 一、 回购审批情况和回购方案内容 2024 年 11 月 19 日，公 ...

Group 1 - The company has repurchased a total of 1.153 million shares, accounting for 1.31% of the total share capital [1] - The total amount spent on the repurchase is approximately 50.2051 million yuan [1] - The repurchase price range is between 36.74 yuan per share and 45.5 yuan per share [1] Group 2 - All repurchased shares will be used for the employee stock ownership plan or equity incentive [1]

Core Viewpoint - Aisen Semiconductor Materials Co., Ltd. has shown a significant increase in stock price, indicating positive market sentiment towards the company and its operations in the electronic chemicals sector [1]. Company Overview - Aisen Semiconductor Materials Co., Ltd. was established on March 26, 2010, and is located in Kunshan, Jiangsu Province. The company specializes in the research, production, and sales of electronic chemicals [1]. - The company's main business revenue composition includes: - Electroplating solutions and supporting reagents: 45.37% - Electroplating supporting materials: 29.31% - Photoresists and supporting reagents: 21.91% - Other (supplementary): 3.04% - Other electronic chemicals: 0.37% [1]. Shareholder Information - Southern Fund's Southern Information Innovation Mixed A (007490) has entered the top ten circulating shareholders of Aisen, holding 741,200 shares, which accounts for 1.34% of the circulating shares. The estimated floating profit today is approximately 2.17 million yuan [2]. - Southern Information Innovation Mixed A was established on June 19, 2019, with a latest scale of 3.477 billion yuan. The fund has achieved a return of 48.29% this year, ranking 903 out of 8,138 in its category; a one-year return of 37.72%, ranking 1,703 out of 8,055; and a cumulative return of 151.25% since inception [2]. Fund Manager Profile - The fund manager of Southern Information Innovation Mixed A is Zheng Xiaoxi, who has been in the position for 6 years and 156 days. The total asset scale of the fund is 7.468 billion yuan, with the best fund return during his tenure being 146.29% and the worst being -33.69% [3].

Core Viewpoint - The company, Aisen Co., Ltd. (688720), has reported a significant revenue growth of 40.70% in the first three quarters of 2025, driven by the semiconductor industry's recovery and technological advancements in its products [2][3]. Group 1: Financial Performance - In the first three quarters of 2025, the company's main revenue reached 439 million yuan, an increase of 40.71% year-on-year [3]. - The net profit attributable to shareholders for the same period was approximately 34.48 million yuan, up 44.67% year-on-year [3]. - The company's net profit excluding non-recurring items was about 31.70 million yuan, reflecting an increase of 86.8% year-on-year [3]. - In Q3 2025 alone, the company reported a single-quarter main revenue of 160 million yuan, a year-on-year increase of 26.12% [3]. - The single-quarter net profit attributable to shareholders was approximately 17.69 million yuan, up 75.35% year-on-year [3]. - The company's debt ratio stood at 24.96%, with a gross profit margin of 28.57% [3]. Group 2: Market and Product Insights - The revenue growth is primarily attributed to increased demand from leading wafer manufacturers and advanced packaging plants, as well as contributions from overseas operations [2]. - The company's Malaysian subsidiary, INOFINE, contributed approximately 7% to the overall revenue [2]. - The company has made significant advancements in its KrF photoresist technology, achieving a deep-to-width ratio (R) greater than 13, which is applicable in high aspect ratio structures such as CIS isolation [2]. Group 3: Analyst Ratings and Predictions - Recently, one institution has given a buy rating for the stock within the last 90 days [4]. - Profit forecasts for the next three years indicate a projected net profit of 49 million yuan for 2025, 73 million yuan for 2026, and 108 million yuan for 2027 [4]. - The stock has seen a net inflow of 141 million yuan in financing over the past three months, indicating increased investor interest [4].

Core Viewpoint - The company Eisen Co., Ltd. (688720.SH) has released an investor relations activity record indicating that its KrF photoresist AR has a high aspect ratio (>13), primarily used in high aspect ratio structures such as CIS isolation and corresponding structures in memory chips. The next step involves testing at leading wafer fabs [1]. Group 1 - The KrF photoresist AR has an aspect ratio greater than 13 [1] - The primary applications include CIS isolation and structures in memory chips [1] - Upcoming tests will be conducted at leading wafer fabs [1]