Group 1 - The core point of the news is that Longtu Photomask experienced a decline of 5.01% in its stock price, reaching 47.40 yuan per share, with a trading volume of 95.61 million yuan and a turnover rate of 3.68%, resulting in a total market capitalization of 6.328 billion yuan [1] - Longtu Photomask, established on April 19, 2010, is located in the Saint George Technology Industrial Park in Bao'an District, Shenzhen, Guangdong Province, and specializes in the research, production, and sales of semiconductor photomasks [1] - The company's main business revenue composition includes 82.00% from quartz photomasks and 18.00% from soda photomasks [1] Group 2 - Among the top ten circulating shareholders of Longtu Photomask, a fund under Huaxia Fund has entered the list, specifically the Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170), which holds 202,000 shares, accounting for 0.58% of the circulating shares [2] - The Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170) was established on March 24, 2025, with a latest scale of 3.677 billion yuan and a year-to-date return of 25.9%, ranking 77 out of 5,551 in its category [2] - The fund manager of the Huaxia ETF is Yang Siqi, who has been in the position for 1 year and 233 days, with a total asset scale of 25.974 billion yuan, achieving the best fund return of 81.19% and the worst return of -3.79% during the tenure [2]

Core Viewpoint - The company is closely monitoring its stock market performance and adheres to listing regulations, indicating that current stock price fluctuations do not meet the criteria for mandatory suspension and review [1] Group 1 - The company confirmed that its operations are normal and there are no undisclosed significant information that should be revealed [1] - The company stated that if any concrete evidence of illegal activities is discovered, it will initiate an internal investigation and report to regulatory authorities [1]

Core Viewpoint - Longtu Guangzhao's stock performance shows a slight increase, with significant financing activities indicating high investor interest and potential volatility in the market [1][2]. Financing Summary - On December 30, Longtu Guangzhao's financing buy amounted to 13.10 million yuan, while financing repayment was 9.01 million yuan, resulting in a net financing increase of 4.09 million yuan [1]. - The total financing and securities balance reached 177 million yuan, accounting for 7.01% of the circulating market value, which is above the 80th percentile of the past year [1]. - The company had no short selling activity on December 30, with a short selling balance of 30.92 thousand yuan, also above the 90th percentile of the past year [1]. Company Overview - Longtu Guangzhao, established on April 19, 2010, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of semiconductor mask plates [1]. - The company's main revenue sources are quartz mask plates (82%) and soda mask plates (18%) [1]. Financial Performance - As of September 30, 2025, Longtu Guangzhao reported a total revenue of 183 million yuan, a year-on-year decrease of 1.98%, and a net profit attributable to shareholders of 51.79 million yuan, down 27.64% year-on-year [2]. - The number of shareholders increased to 9,753, reflecting a 20.68% rise, with an average of 3,589 circulating shares per person, an increase of 8.64% [2]. - Cumulative cash dividends since the A-share listing amount to 53.40 million yuan [2].

证券日报网讯 12月29日，龙图光罩在互动平台回答投资者提问时表示，公司近期的股价波动受宏观经 济、行业周期、市场情绪等多重因素综合影响，截至目前公司生产经营正常，无应披露而未披露的重大 事项，后续亦将严格按照法规要求履行信息披露义务。2025年一季度以来公司业绩出现波动，主要源于 市场竞争格局的变化，公司为提升市场份额对部分客户采取了策略性降价，以及珠海新工厂投产后产能 尚在爬坡阶段，固定资产折旧增加所致，这些是公司产能扩张与市场开拓的阶段性现象。公司的募集资 金均严格按照披露用途投入于"高端半导体芯片掩模版制造基地"和"高端半导体芯片掩模版研发中心"项 目，珠海工厂已于2025年第二季度实现小规模量产，正稳步推进产能释放与客户验证。公司始终坚信， 坚实的技术底蕴、稳步推进的产能建设以及对国产替代趋势的准确把握是公司长期价值的坚实基础。公 司上市前后所有财务数据均经严格审计，真实、准确、完整。未来，管理层将继续专注于提升核心竞争 力，优化经营效率，力争以更好的业绩回报各位投资者的信任。 ...

Core Viewpoint - Longtu Photomask indicates that while multiple exposure technology theoretically supports advanced chip processes, the potential costs and technical difficulties for wafer fabs are significant [1] Group 1: Technology and Production - The company has completed the production equipment layout for the 40nm process node and is actively advancing the sampling of 65nm products and the mass production of 90nm node products [1] - The mask process node (e.g., "40nm mask") does not directly refer to the minimum physical linewidth of its graphics but indicates its capability to stably support downstream wafer fabs in chip manufacturing [1] Group 2: Capacity and Market Development - The Zhuhai fundraising project is set to begin small-scale production in the second quarter of 2025, currently in a critical phase of capacity ramp-up and market expansion [1] - The company is focused on accelerating capacity utilization and deepening collaboration with customers [1]

Core Viewpoint - Longtu Photomask (688721.SH) has confirmed that multi-exposure technology theoretically supports advanced chip manufacturing processes, but the associated costs and technical difficulties are significant [1] Group 1: Technology and Production - The company has completed the production equipment layout for the 40nm process node and is actively advancing the sampling of 65nm products and the mass production of 90nm node products [1] - The term "40nm photomask" refers to the stable support it provides for downstream wafer fabs rather than the minimum physical linewidth of its own patterns [1] Group 2: Capacity and Market Development - The Zhuhai fundraising project is set to begin small-scale production in the second quarter of 2025, currently in a critical phase of capacity ramp-up and market expansion [1] - The company is focused on accelerating capacity utilization and deepening collaboration with customers [1]

Group 1 - The core viewpoint of the news is that Longtu Photomask has experienced a significant stock price increase, with a 9.33% rise over three consecutive days, reaching a price of 49.33 yuan per share and a market capitalization of 6.586 billion yuan [1] - Longtu Photomask specializes in the research, production, and sales of semiconductor photomasks, with its main revenue sources being quartz photomasks (82.00%) and soda photomasks (18.00%) [1] - The company is located in the Saint George Technology Industrial Park in Bao'an District, Shenzhen, and was established on April 19, 2010, with its listing date set for August 6, 2024 [1] Group 2 - Among the top ten circulating shareholders of Longtu Photomask, Huaxia Fund's ETF (588170) has recently entered the list, holding 202,000 shares, which is 0.58% of the circulating shares [2] - The ETF has generated a floating profit of approximately 139,400 yuan today and a total of 850,300 yuan during the three-day price increase [2] - The Huaxia ETF was established on March 24, 2025, with a current scale of 2.79 billion yuan and a return of 53.12% since its inception [2] Group 3 - The fund manager of the Huaxia ETF is Yang Siqi, who has been in the position for 1 year and 197 days, managing assets totaling 11.248 billion yuan [3] - During Yang Siqi's tenure, the best fund return achieved was 51.66%, while the worst return was -5.12% [3]

Core Viewpoint - The company, Shenzhen Longtu Optical Mask Co., Ltd., is set to release 14,518,860 restricted shares for public trading on December 16, 2025, following its initial public offering (IPO) and listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 6, 2024 [2][3][8]. Group 1: Stock Listing Details - The type of stock being listed is restricted shares from the company's IPO, with a total of 14,518,860 shares available for trading [2][3]. - The total number of shares after the IPO will be 13,350 million, with restricted shares accounting for 10.8756% of the total share capital [3][8]. - The lock-up period for these restricted shares is set for 12 months from the IPO date or 36 months from the acquisition of shares, whichever is later [3][8]. Group 2: Shareholder Commitments - Major shareholders have committed to not transferring or managing their shares for 12 months post-listing, ensuring stability in the share price [4][5]. - The commitments include adherence to relevant laws and regulations regarding share reduction, with penalties for non-compliance [6][7]. Group 3: Regulatory Compliance - The underwriting institution has confirmed that the company has complied with all necessary regulations regarding the issuance and listing of restricted shares [6][10]. - The company has ensured that all disclosures related to the restricted shares are accurate and complete, meeting the requirements of the relevant laws [6][10].

证券代码：688721 证券简称：龙图光罩 公告编号：2025-035 深圳市龙图光罩股份有限公司 首次公开发行部分限售股上市流通公告 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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 14,518,860股。 本次股票上市流通总数为14,518,860股。 本次股票上市流通日期为2025 年 12 月 16 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会出具的《关于同意深圳市龙图光罩股份有限公 司首次公开发行股票注册的批复》（证监许可[2023]2929 号），并经上海证券交易 所同意，深圳市龙图光罩股份有限公司（以下简称"公司"或"龙图光罩"）首次向社 会公开发行人民币普通股（A 股）3,337.50 万股，并于 2024 年 8 月 6 日在上海证 券交易所科创板挂牌上市，发行后公司总股本为 13,350 万股，其中有限售条件流 通股 108,404,724 股，无限售条件流通股 25,095,276 股。具体详见公司 20 ...

国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 深圳市龙图光罩股份有限公司（以下简称"龙图光罩"或"公司"）首次公开发 行股票并在科创板上市及持续督导的保荐机构，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》等法律法规的相关规定，对龙图光罩首次 公开发行部分限售股上市流通事项进行了核查，核查情况及核查意见如下: 国泰海通证券股份有限公司 关于深圳市龙图光罩股份有限公司 首次公开发行部分限售股上市流通的核查意见 本次上市流通的限售股为公司首次公开发行部分限售股，限售股股东数量为 8 名，限售期为自公司公开发行股票并在科创板上市之日起十二个月内或自本企 业取得公司股份之日起三十六个月内（以孰晚为准）。该部分限售股股东对应的 股份数量为14,518,860股，占公司股本总数的 10.8756%。本次解除限售并申请上 市流通股份数量合计14,518,860股，现限售期即将届满，将于 2025 年 12 月 16 日起上市流通。 1 二、本次上市流通的限售股形成后至今公司股本数量变化情况 一、本次上市流通 ...