Core Viewpoint - The company, 雅克科技, announced a capital increase of 925 million RMB for its wholly-owned subsidiary, 成都科美特特种气体有限公司, to enhance its financial strength and support its strategic layout in the electronic specialty gas business [1] Group 1: Investment Details - The capital increase will be conducted through the introduction of two investors: 工融金投 and 兴银金投, who will contribute funds in cash [1] - The total amount of the capital increase is 925 million RMB [1] Group 2: Strategic Implications - The investment aims to strengthen the financial capabilities of 科美特, enabling it to meet the long-term funding needs for its subsidiary, 内蒙古科美特电子材料科技有限公司 [1] - This transaction is expected to lower the asset-liability ratio of 科美特, reduce long-term borrowings and financial costs, and contribute to the company's stable and sustainable development [1]

证券代码：002409 证券简称：雅克科技 公告编号：2025-039 本次增资价格为人民币62.4680元/1元注册资本，投资人拟认购科美特充分 稀释基础上22.85%的股权，对应科美特新增注册资本人民币14,807,581.00元（大 写：壹仟肆佰捌拾万柒仟伍佰捌拾壹元整），超出部分人民币910,192,419.00 元（大写：玖亿壹仟万零壹拾玖万贰仟肆佰壹拾玖元整）计入科美特资本公积。 各投资人本次增资金额对应科美特新增注册资本及计入资本公积金额如下： | 股东 | 增资金额 | 新增注册资本 | 计入资本公积 | | --- | --- | --- | --- | | | （人民币/元） | （人民币/元） | （人民币/元） | | 工融金投 | 725,000,000.00 | 11,605,942.00 | 713,394,058.00 | | 兴银金投 | 200,000,000.00 | 3,201,639.00 | 196,798,361.00 | | 合计 | 925,000,000.00 | 14,807,581.00 | 910,192,419.00 | 本次增资前后，科美特股权结构 ...

Core Viewpoint - The company, 雅克科技, aims to enhance the comprehensive strength of its wholly-owned subsidiary, 成都科美特特种气体有限公司, by introducing new investments to support its strategic layout in the electronic specialty gas business [1] Group 1: Investment Details - 成都科美特 plans to raise a total of RMB 92,500,000 through capital increase with the participation of two investors: 人工融金投二号 and 兴银金融资产投资有限公司 [1] - The capital increase price is set at RMB 62.4680 per 1 yuan of registered capital, with the investors intending to acquire 22.85% of the equity on a fully diluted basis [1] - The new registered capital for 科美特 will amount to RMB 14,807,581, while the excess amount of RMB 910,192,419 will be recorded in the capital reserve [1]

Core Viewpoint - Yake Technology (002409.SZ) aims to enhance the comprehensive strength of its wholly-owned subsidiary Chengdu Kemeite Special Gas Co., Ltd. (referred to as "Kemeite") by introducing investments from two financial entities to support its strategic layout in the electronic specialty gas business [1] Group 1: Investment Details - Kemeite plans to raise a total of RMB 92,500,000 through monetary contributions from two investors: Gongrong Jintou (Beijing) Emerging Industry Equity Investment Fund Partnership (Limited Partnership) and Xingyin Financial Asset Investment Co., Ltd. [1] - The investment price is set at RMB 62.4680 per 1 yuan of registered capital, with the investors intending to acquire 22.85% of Kemeite's equity on a fully diluted basis [1] - The new registered capital for Kemeite will amount to RMB 14,807,581, while the excess amount of RMB 910,192,419 will be recorded in Kemeite's capital reserve [1]

Core Viewpoint - The company aims to enhance the comprehensive strength of its wholly-owned subsidiary Chengdu Kemeite Special Gas Co., Ltd. by introducing new investments to support its strategic layout in the electronic specialty gas business [1] Group 1: Investment Details - Kemeite plans to raise a total of RMB 925 million through investments from Artificial Intelligence Investment Fund No. 2 (Beijing) Emerging Industry Equity Investment Partnership (Limited Partnership) and Xingyin Financial Asset Investment Co., Ltd. [1] - The investment price is set at RMB 62.47 per 1 RMB of registered capital, with investors intending to acquire 22.85% of Kemeite's equity on a fully diluted basis [1] - The new registered capital for Kemeite will be RMB 14.8076 million, with the excess amount of RMB 910 million being allocated to Kemeite's capital reserve [1]

一、会议召开及审议情况 江苏雅克科技股份有限公司（以下简称"公司"或"雅克科技"）第六届董 事会第十七次会议于 2025 年 12 月 26 日以邮件的方式发出通知，并通过电话进 行确认，于 2025 年 12 月 31 日以通讯方式召开。会议应出席董事 9 名，实际出 席董事 9 名。会议由董事长沈琦先生主持，公司高级管理人员列席了本次会议。 本次会议的召开符合《公司法》及《公司章程》的规定，合法有效。 证券代码:002409 证券简称:雅克科技 编号:2025-038 江苏雅克科技股份有限公司 第六届董事会第十七次会议决议公告 特别提示：本公司及董事会全体成员保证公告内容真实、准确和完整，不存 在虚假记载、误导性陈述或者重大遗漏。 指定信息披露媒体的公告。 二、备查文件 1、第六届董事会第十七次会议决议。 特此公告。 江苏雅克科技股份有限公司 经与会董事认真审议，通过如下决议： 1、以 9 票同意，0 票反对，0 票弃权，审议通过了《关于全资子公司增资扩 股并引入投资人的议案》。 为进一步提升公司全资子公司成都科美特特种气体有限公司（以下简称"科 美特"）的综合实力，助力公司电子特气业务的战略布局，根据公 ...

Group 1 - The A-share market shows strong performance in the Changxin Storage concept, with stocks like Jingce Electronics rising nearly 13%, Hefei Urban Construction hitting a 10% limit up, and Shenzhen Technology increasing by nearly 8% [1] - Changxin Technology, the first in China and the fourth globally in DRAM manufacturing, has submitted its IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan [1] - The prospectus reveals that the company's profits are expected to exceed expectations by the fourth quarter of 2025 [1]

Group 1 - The core viewpoint of the news is that Jiangsu Yake Technology Co., Ltd. has shown significant financial activity, with a notable increase in revenue and net profit year-on-year, indicating a strong business performance [2][3]. - On December 19, Yake Technology's stock price fell by 1.96%, with a trading volume of 958 million yuan. The financing buy-in amount for the day was 117 million yuan, while the net financing buy-in was 46.23 million yuan, indicating active trading [1]. - As of December 19, the total balance of margin trading for Yake Technology was 1.52 billion yuan, with the financing balance accounting for 4.55% of the circulating market value, which is above the 80th percentile of the past year, suggesting a high level of investor interest [1]. Group 2 - Yake Technology's main business includes the research, production, and sales of electronic materials, LNG insulation materials, and flame retardants, with semiconductor chemical materials and photoresists making up 49.23% of its revenue [2]. - For the period from January to September 2025, Yake Technology achieved an operating income of 6.467 billion yuan, representing a year-on-year growth of 29.36%, and a net profit attributable to shareholders of 796 million yuan, up 6.33% year-on-year [2]. - The company has distributed a total of 1.156 billion yuan in dividends since its A-share listing, with 752 million yuan distributed in the last three years, reflecting a commitment to returning value to shareholders [3].

Group 1 - The core viewpoint of the news is that 雅克科技 (Yake Technology) has experienced a stock price decline of 2.00% on December 19, with a trading volume of 7.20 billion yuan and a market capitalization of 33.277 billion yuan [1] - The company has seen a year-to-date stock price increase of 21.88%, but a recent decline of 2.81% over the last five trading days [2] - The main business revenue composition includes semiconductor chemical materials and photoresists at 49.23%, LNG insulation composite materials at 27.13%, and other segments contributing smaller percentages [2] Group 2 - As of November 28, the number of shareholders for 雅克科技 is 59,300, a decrease of 3.50% from the previous period, with an average of 5,367 circulating shares per person, an increase of 3.63% [2] - The company has distributed a total of 1.156 billion yuan in dividends since its A-share listing, with 752 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3]

Group 1: Market Overview - The global storage chip market is experiencing significant structural changes due to a shortage and price surge, leading major PC manufacturers to raise product prices, with Dell increasing prices across its commercial computer range [1] - The driving force behind this price increase is the shift in AI development from training to application, resulting in a surge in demand for storage chips as they become strategic components in AI infrastructure [1] - Omdia forecasts that semiconductor industry revenue will reach a record high of $216.3 billion by Q3 2025, with a quarter-over-quarter growth of 14.5%, driven by storage chips and AI accelerators [1] Group 2: Industry Insights - Northeast Securities reports that the storage industry has passed its cyclical bottom, benefiting from the real demand explosion driven by AI infrastructure, leading to continuous chip price increases [2] - The demand for materials is expected to rise due to the expansion of domestic storage chip manufacturers [2] - The report from Zhongyou Securities highlights the increasing demand for plating solutions and photoresists in the storage chip sector, driven by advancements in HBM and 3D NAND technologies [2] Group 3: Key Companies in Storage Chip Sector - Zhaoyi Innovation (兆易创新) is a leading storage chip designer with a market share of 18.5% in global NOR Flash and has begun mass production of DDR4 DRAM in collaboration with Hefei Changxin [2] - Lanke Technology (澜起科技) holds over 40% market share in DDR5 memory interface chips and benefits from the increasing penetration of AI servers [2] - Baiwei Storage (佰维存储) specializes in embedded storage and PCIe SSDs, with products suitable for AI PCs and cloud service providers [3] Group 4: Storage Modules and Controllers - Jiangbolong (江波龙) is a leading domestic storage module company with over 100 million self-developed controller chips deployed [4] - Shannon Chip (香农芯创) is a core agent for SK Hynix, entering the Alibaba Cloud supply chain with its enterprise SSDs [4] - Demingli (德明利) focuses on self-developed storage controller chips and has accelerated the domestic replacement of its products [4] Group 5: Packaging and Manufacturing - Changdian Technology (长电科技) is the third-largest packaging and testing company globally, with a 25% market share in storage packaging [6] - SMIC (中芯国际) is a key player in domestic storage chip manufacturing, providing foundry services for NOR Flash and embedded storage chips [6] - Huahong (华虹公司) specializes in unique process storage chip foundry services, supporting production for IoT and automotive electronics [6] Group 6: Upstream Equipment and Materials - Northern Huachuang (北方华创) supplies core equipment for storage chip manufacturing, with growing orders for etching and deposition equipment [7] - Tuojing Technology (拓荆科技) leads in PECVD equipment, facilitating the expansion of storage capacity for major manufacturers [7] - Yake Technology (雅克科技) is a leading supplier of storage chip materials, breaking overseas monopolies and entering the supply chains of major global storage manufacturers [7] Group 7: Supporting Chips and Ecosystem - Jucheng Co. (聚辰股份) holds over 30% market share in DDR5 SPD chips, supporting platforms like NVIDIA H100 [8] - Guoxin Technology (国芯科技) is a leader in RAID storage chips, enhancing data security and performance for enterprise storage systems [8]