Core Viewpoint - The A-share market has seen a significant rally in photoresist concept stocks, driven by recent breakthroughs in the photoresist field in China [1][2]. Group 1: Stock Performance - Jingrui Electric Materials (300655) surged over 17%, with a market capitalization of 18.9 billion and a year-to-date increase of 89.04% [2]. - Jinhua New Materials (920015) rose more than 14%, with a market cap of 7.32 billion and a year-to-date increase of 43.67% [2]. - Other notable performers include Jiashan Co. (920489) and Wanyun Co. (002643), both increasing over 10% [1][2]. Group 2: Industry Breakthrough - A research team led by Professor Peng Hailin from Peking University has achieved a breakthrough in the photoresist field by using cryo-electron tomography to analyze the micro-3D structure of photoresist molecules in a liquid phase environment [2]. - This research guides the development of an industrialization plan that significantly reduces photoresist defects [2].

Core Viewpoint - The company has announced its third-quarter financial report for 2025, ensuring the accuracy and completeness of the information disclosed, and plans to hold an earnings briefing to address investor inquiries [7][9][56]. Financial Data - The third-quarter financial report is unaudited, covering the period from the beginning to the end of the quarter [3]. - The company reported that there were no significant changes in major accounting data and financial indicators during the reporting period [5]. Cash Management - The company plans to use up to RMB 150 million of temporarily idle raised funds for cash management, ensuring that this does not affect the normal operation of fundraising projects [13][58]. - The funds will be invested in safe, liquid principal-protected products, including but not limited to large time deposits and structured deposits, with a usage period of up to 12 months [14][58]. - The board of directors has authorized the chairman and financial officer to make investment decisions within the specified limits and duration [19][58]. Stock Incentive Plan - The company has approved a stock incentive plan, granting 550,000 restricted shares to 56 recipients at a price of RMB 26.42 per share, which represents approximately 0.62% of the company's total share capital on the grant date [29][30]. - The grant date for the restricted shares is set for October 24, 2025, and the plan is designed to motivate key personnel and align their interests with those of shareholders [29][39]. Board Meeting Decisions - The board of directors convened on October 24, 2025, to review and approve the third-quarter report and the cash management plan, with all members present voting in favor [55][60]. - The board confirmed that the third-quarter report accurately reflects the company's financial status and operational results, with no misleading statements or omissions [55][56].

Core Insights - The company reported a total operating revenue of 439 million yuan for the first three quarters of 2025, representing a year-on-year increase of 40.71% [1] - The net profit attributable to shareholders of the parent company reached 34.48 million yuan, marking a year-on-year growth of 44.67% [1] - The basic earnings per share stood at 0.39 yuan [1]

Group 1 - The company Aisen Co., Ltd. (SH 688720) announced that its third board meeting for the year 2025 was held on October 24, 2025, to review the proposal for the company's Q3 2025 report [1] - As of the report date, Aisen Co., Ltd. has a market capitalization of 4.3 billion yuan [2] Group 2 - The Chinese innovative drug sector has generated $80 billion in overseas licensing deals this year, indicating a robust performance in the biopharmaceutical secondary market [2] - Despite the strong performance in the secondary market, the primary market for fundraising in the biopharmaceutical sector is experiencing a cooling trend [2]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first three quarters of the year, indicating strong financial performance and operational efficiency [1] Financial Performance - The company's operating revenue for the first three quarters reached 439,419,644.77 yuan, representing a year-on-year increase of 40.71% [1] - The net profit attributable to shareholders of the listed company was 34,476,058.54 yuan, showing a year-on-year increase of 44.67% [1] Shareholder Changes - Among the top ten circulating shareholders, new entrants include Shanghai Chengfeng Equity Investment Co., Ltd., China Construction Bank Co., Ltd. - Southern Information Innovation Mixed Securities Investment Fund, and Fu Zhenghua [1]

Group 1 - Company Aisen Co., Ltd. reported a revenue of approximately 439 million yuan for the first three quarters of 2025, representing a year-on-year increase of 40.71% [1] - The net profit attributable to shareholders of the listed company was approximately 34.48 million yuan, reflecting a year-on-year increase of 44.67% [1] - Basic earnings per share were 0.39 yuan, which is a year-on-year increase of 44.44% [1] Group 2 - As of the report, Aisen Co., Ltd. has a market capitalization of 4.3 billion yuan [2] - The Chinese innovative drug sector has seen overseas licensing sales reach 80 billion US dollars this year [2] - The secondary market for biopharmaceuticals is thriving, while the primary market is experiencing a cooling in fundraising [2]

江苏艾森半导体材料股份有限公司 关于向 2025 年限制性股票激励计划激励对象授予限 制性股票的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 证券代码：688720 证券简称：艾森股份 公告编号：2025-066 《江苏艾森半导体材料股份有限公司 2025 年限制性股票激励计划（草案）》 （以下简称"《激励计划草案》"）规定的江苏艾森半导体材料股份有限公司（以 下简称"公司"）2025 年限制性股票激励计划（以下简称"本次激励计划"） 授予条件已经成就，根据公司 2025 年第二次临时股东会的授权，公司于 2025 年 10 月 24 日召开第三届董事会第二十次会议，审议通过了《关于向 2025 年限 制性股票激励计划激励对象授予限制性股票的议案》，确定以 2025 年 10 月 24 日作为授予日，以 26.42 元/股作为授予价格，向 56 名激励对象授予 55 万股第 二类限制性股票，现将本次授予的相关事项进行如下说明： 体材料股份有限公司董事会薪酬与考核委员会关于公司 2025 年限制性股票 ...

江苏艾森半导体材料股份有限公司 2025年限制性股票激励计划授予激励对象名单 （授予日） 江苏艾森半导体材料股份有限公司（以下简称"公司"）2025年限制性股票激励 计划（以下简称"本激励计划"）项下，授予日的授予激励对象名单及分配情况如下： | 序号 | 姓名 | 职务 | 国籍 | 获授的限 制性股票 | 占授予第二类 限制性股票总 | 占授予日当日 公司股本总额 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 数量 （万股） | 数的比例 | 的比例 | | 一、董事、高级管理人员、核心技术人员 | | | | | | | | 1 | 陈小华 | 董事、常务副总经 | 中国 | 0.60 | 1.09% | 0.01% | | 理、董事会秘书 | | | | | | | | 2 | 沈鑫 | 董事、制造总监 | 中国 | 1.50 | 2.73% | 0.02% | | 3 | 程瑛 | 副总经理 | 中国 | 2.00 | 3.64% | 0.02% | | 4 | 吕敏 | 财务总监 | 中国 | 2.00 | 3.64% | 0.02 ...

立信会计师事务所（特殊普通合伙）对本次公开发行股票的募集资金到位情 况进行了审验，并于 2023 年 12 月 1 日出具了《验资报告》（信会师报字[2023] 第 ZA15561 号）。公司已对募集资金采取了专户存储管理，并与保荐人、存放 募集资金的商业银行签订了募集资金三方监管协议。 华泰联合证券有限责任公司 关于江苏艾森半导体材料股份有限公司 使用部分暂时闲置募集资金进行现金管理及以通知存款、协定 存款方式存放募集资金的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为江苏艾森半导体材料股份有限公司（以下简称"艾森股份"或"公司"）首次 公开发行股票并在科创板上市的保荐人，根据《中华人民共和国公司法》《中华 人民共和国证券法》《上市公司募集资金监管规则》《上海证券交易所科创板股 票上市规则》《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》等有关法律、行政法规、部门规章及业务规则的要求，对艾森股份使用部分 暂时闲置募集资金进行现金管理及以通知存款、协定存款等方式存放募集资金的 事项进行了认真、审慎核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管 ...

重要内容提示： 关于召开2025年第三季度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 一、说明会类型 江苏艾森半导体材料股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日在上海证券交易所网站（www.sse.com.cn）披露了《2025 年第三季度报 告》。为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况， 公 司 定 于 2025 年 10 月 30 日 （ 星 期 四 ） 10:00-11:00 在 " 价 值 在 线 " （www.ir-online.cn）举办江苏艾森半导体材料股份有限公司 2025 年第三季度 业绩说明会，与投资者进行沟通和交流，广泛听取投资者的意见和建议。 会议召开时间：2025 年 10 月 30 日（星期四）10:00-11:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 10 月 30 日 前 访 问 网 址 https:// ...