证券代码：688727 证券简称：恒坤新材 公告编号：2026-002 厦门恒坤新材料科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司董事会及全体董事保证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。 厦门恒坤新材料科技股份有限公司（以下简称"公司"）于 2025 年 12 月 11 日召开第四届董事会第二十七次会议和第四届监事会第二十一次会议、2025 年 12 月 30 日召开 2025 年第三次临时股东会，审议通过了《关于修订<公司章程> 并相应调整公司组织架构的议案》，具体内容详见公司于 2025 年 12 月 13 日在 上海证券交易所网站（www.sse.com.cn）披露的《关于变更公司注册资本及公司 类型、取消监事会、修订<公司章程>并办理工商变更登记、修订并新订部分公 司治理制度的公告》（公告编号：2025-004）。 近日，公司上述事项相关工商变更登记手续已办理完成，并取得了厦门市市 场监督管理局换发的《营业执照》，变更后的工商登记信息如下： 名称：厦门恒坤新材料科技股份有限公司 厦门恒坤新材料科技股份有限公司董 ...

证券代码：688727 证券简称：恒坤新材 公告编号：2026-001 厦门恒坤新材料科技股份有限公司 关于开立募集资金现金管理产品专用结算账户的 公告 厦门恒坤新材料科技股份有限公司（以下简称"公司"）于 2025 年 12 月 11 日召开第四届董事会第二十七次会议及第四届监事会第二十一次会议、2025 年 12 月 30 日召开 2025 年第三次临时股东会，审议通过了《关于使用暂时闲置 募集资金进行现金管理和自有资金进行委托理财的议案》，同意公司在保证不影 响募集资金投资项目进度、不影响公司正常生产经营及确保资金安全的前提下， 使用额度不超过人民币 8 亿元（含本数）的暂时闲置募集资金进行现金管理，用 于购买流动性好、安全性高、满足保本要求的理财产品（包括但不限于：结构性 存款、协定存款、通知存款、定期存款、大额存单、国债逆回购、收益凭证等）。 使用期限自股东会审议通过之日起不超过 12 个月，在前述额度及期限范围内， 公司可以循环滚动使用。 具 体 内 容 详 见 公 司 于 2025 年 12 月 13 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于使用暂 ...

1月16日恒坤新材（688727）收盘价66.79元，收盘上涨4.36%，全天换手率34.78%，振幅11.30%，成交 额11.74亿元。科创板交易公开信息显示，当日该股因日换手率达30%等上榜。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 3796.73 | | 中国国际金融股份有限公司上海分公司 | 3273.91 | | 中信证券股份有限公司上海分公司 | 2927.87 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2826.63 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 2583.59 | | 卖出营业部名称 | 卖出金额(万元) | | 中信证券股份有限公司上海分公司 | 3663.93 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 2753.33 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2211.91 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2153.03 | | 国金证券股份有限公司深圳分公司 | 2058.13 | （文章来源：证券时报网） ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.35%, closing at 1514.07 points, with a total trading volume of 6.346 billion shares and a turnover of 345.756 billion yuan, resulting in a weighted average turnover rate of 3.23% [1][4]. - Among the tradable stocks on the STAR Market, 379 stocks closed higher, with 16 stocks increasing by over 10%, including Meier Technology, Tianyue Advanced, and Yongxi Electronics, which hit the daily limit [5][6]. - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 37 stocks had rates between 10% and 20%, and 130 stocks had rates between 5% and 10% [6]. Stock Highlights - The stock with the highest turnover rate was Hengkang New Materials, which closed up by 4.36% with a turnover rate of 34.78% and a transaction amount of 1.174 billion yuan [6][8]. - Other notable stocks included Haohan Depth, which rose by 3.22% with a turnover rate of 23.79%, and Xigao Institute, which increased by 19.50% with a turnover rate of 19.99% [6][8]. Sector Analysis - In terms of sector performance, the electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 62 stocks, followed by the computer and machinery equipment sectors with 30 and 20 stocks, respectively [2][6]. Fund Flow - Among high turnover stocks, 92 stocks experienced net inflows of main funds, with the highest net inflows seen in Lanke Technology, Huahong Company, and Bawei Storage, amounting to 552 million yuan, 544 million yuan, and 386 million yuan, respectively [7]. - Conversely, the stocks with the largest net outflows included Chengdu Xiandao, Zhongke Xingtai, and Zhuoyi Information, with net outflows of 260 million yuan, 190 million yuan, and 179 million yuan, respectively [7]. Leverage Fund Movements - A total of 108 high turnover stocks received net purchases of leveraged funds, with significant increases in financing balances for Bawei Storage, Western Superconducting, and Shijia Photon, which increased by 500 million yuan, 391 million yuan, and 357 million yuan, respectively [7].

Core Viewpoint - A new venture capital partnership named Wuxi Gao Yi Kunteng Venture Capital Partnership (Limited Partnership) has been established with a total investment of 105 million yuan, focusing on investments in unlisted companies and equity investments [1] Company Summary - The partnership is co-owned by Jiang Linhua, Li Tong, and Hengkun New Materials, indicating a collaborative effort among these stakeholders in the venture capital space [1]

Group 1 - TSMC's strong Q4 earnings report exceeded expectations, leading to a historic high in its stock price, which positively influenced semiconductor stocks in the A-share market [1] - TSMC's CEO and CFO announced a capital expenditure plan for 2026 that could reach $56 billion, a significant increase of 37% from the actual spending of $40.9 billion in 2025, marking the highest in the company's history [1] Group 2 - Notable stock performances in the semiconductor sector included Tianyue Advanced rising over 12%, Hengkun New Materials and Xingchen Technology both increasing over 8%, and several other companies like Shanghai Hejing and Yitang shares rising over 6% [2] - The year-to-date performance of these stocks shows significant gains, with Hengkun New Materials up 45.28% and Tianyue Advanced up 17.32% [2]

另据统计，近半年该股累计上榜龙虎榜9次，上榜次日股价平均跌2.49%，上榜后5日平均跌4.27%。 （数据宝） 恒坤新材1月15日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 3629.47 | | 中信证券股份有限公司上海分公司 | 3561.88 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 2421.82 | | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 2083.81 | | 华泰证券股份有限公司苏州竹园路证券营业部 | 2019.18 | | 卖出营业部名称 | 卖出金额(万元) | | 华泰证券股份有限公司北京东三环北路证券营业部 | 2493.17 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2368.42 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 1782.35 | | 中信证券股份有限公司上海分公司 | 1678.14 | | 国信证券股份有限公司湖南分公司 | 1511.16 | （文章来源：证券时报网） 1月15日恒坤新材(688727)收盘价64.00元，收盘上涨1 ...

Core Viewpoint - The photoresist concept sector has seen a significant increase, with a rise of 2.83% as of the market close on January 15, leading among concept sectors [1] Group 1: Market Performance - Within the photoresist sector, 62 stocks experienced gains, with Qicai Chemical reaching a 20% limit up, while Tongcheng New Materials and Dongcai Technology also hit the limit up [1] - Notable gainers included Shanghai Xinyang, Chipsource Micro, and Hengkun New Materials, which rose by 16.60%, 10.63%, and 10.23% respectively [1] - Conversely, the biggest losers were Tianlong Group, Aerospace Intelligence, and Aolaide, which fell by 20.02%, 4.39%, and 3.10% respectively [1][6] Group 2: Capital Flow - The photoresist sector attracted a net inflow of 3.292 billion yuan, with 51 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [1] - The top stock for net inflow was Nanda Optoelectronics, with a net inflow of 631 million yuan, followed by Dongcai Technology, Tongcheng New Materials, and Jingrui Electric Materials with net inflows of 417 million yuan, 379 million yuan, and 346 million yuan respectively [1][2] Group 3: Capital Inflow Ratios - Stocks with the highest net inflow ratios included Tongcheng New Materials, Jiuri New Materials, and Hengkun New Materials, with ratios of 16.85%, 13.92%, and 13.37% respectively [2] - The photoresist concept capital inflow leaderboard featured Nanda Optoelectronics, Dongcai Technology, and Tongcheng New Materials, with respective net inflow ratios of 6.71%, 10.33%, and 16.85% [2][3]

Group 1 - The core viewpoint of the news is that 恒坤新材 (Hengkun New Materials) has shown significant stock performance with a year-to-date increase of 21.85%, despite a recent decline of 6.20% over the last five trading days [1] - As of January 14, the stock price reached 58.21 yuan per share, with a total market capitalization of 26.155 billion yuan [1] - The company has seen a net inflow of main funds amounting to 4.6 million yuan, with large orders contributing significantly to the trading volume [1] Group 2 - 恒坤新材 is located in Xiamen, Fujian Province, and was established on December 10, 2004, with its main business involving the research, production, and sales of photoresist materials and precursor materials [2] - The revenue composition of the company includes 74.50% from self-produced photoresist materials, 10.36% from self-produced precursor materials, and various other sources [2] - For the period from January to September 2025, the company achieved a revenue of 486 million yuan, reflecting a year-on-year growth of 24.11%, and a net profit attributable to shareholders of 73.91 million yuan, with a growth of 5.50% [2]

Group 1 - The closing price of Hengkun New Materials (688727) on January 9 was 60.64 yuan, down 5.25%, with a turnover rate of 30.73% and an amplitude of 5.52%, resulting in a transaction volume of 949.8 million yuan [2] - The stock was listed on the daily trading list due to its turnover rate exceeding 30%, with the top five trading departments accounting for a total transaction of 410 million yuan, where the net selling amounted to 74.49 million yuan [2] - Among the top five buying departments, one institutional special seat was present, with a buying amount of 64.47 million yuan, while the leading selling department was Aijian Securities with a selling amount of 89.87 million yuan [2] Group 2 - The stock experienced a net outflow of 37.58 million yuan in main funds on the same day [3] - Over the past six months, the stock has been listed on the trading list eight times, with an average price drop of 2.63% the day after being listed and an average drop of 5.83% in the following five days [3] - The detailed buying and selling amounts of the top trading departments were provided, with the highest buying amount from the institutional special seat at 64.49 million yuan and the highest selling amount from Aijian Securities at 89.87 million yuan [3]