证券日报网讯云南锗业（002428）8月25日在互动平台回答投资者提问时表示，截至2025年8月20日，公 司合并普通账户和融资融券信用账户股东总数为103148户。 ...

证券日报网讯云南锗业（002428）8月25日在互动平台回答投资者提问时表示，公司控股子公司云南鑫 耀半导体材料有限公司向下游客户送样6英寸磷化铟晶片(衬底)，但并未参与下游外延生长工艺的研 发。 ...

证券日报网讯 云南锗业8月25日在互动平台回答投资者提问时表示，在涉及出口管制公告相关类别的产 品时，公司已按照国家法律法规及相关规定申请办理相关出口许可，公司子公司鑫耀公司部分订单按规 定报批后获得许可。 （编辑 袁冠琳） ...

Group 1 - The core viewpoint of the article is that Yunnan Zheye's subsidiary, Yunnan Xinyao Semiconductor Materials Co., Ltd., produces semi-insulating gallium arsenide wafers that can be used in RF device manufacturing, with applications in various fields including mobile phones [1] - Currently, there is no customer feedback indicating the use of these wafers for mobile phone antenna production [1]

证券日报网讯云南锗业（002428）8月25日在互动平台回答投资者提问时表示，公司控股子公司云南鑫 耀半导体材料有限公司主营业务为磷化铟晶片(衬底)、砷化镓晶片(衬底)的生产、销售。与其他半导体 材料类似，包括砷化镓、磷化铟晶片在内的III-V族化合物半导体衬底也需不断向更大尺寸演进。但目 前全球范围内，下游客户实际使用的磷化铟晶片尺寸规格为2—4英寸，国内以2英寸、3英寸为主。未来 能否顺利向更大尺寸规格的产品演进，除全产业链各环节技术突破外，还受工艺可靠性、成本与产能、 政策与市场等因素影响，存在不确定性；公司控股子公司鑫耀公司在2—4英寸规格的磷化铟晶片量产 后，为应对未来的市场需求，对更大尺寸的产品开展了研究开发，但从研发到规模化生产尚存在较大不 确定性。公司及鑫耀公司目前并无6英寸磷化铟晶片规模化量产的具体计划，下一步在市场与需求风 险、技术风险等可控的前提下，公司方会考虑相关计划，如有相关计划，公司会按规定进行公开披露。 ...

Core Viewpoint - Yunnan Zhenye (002428) is currently focusing on research and development of larger-sized indium phosphide wafers after achieving mass production of 2-4 inch wafers, but there are significant uncertainties regarding the transition from R&D to large-scale production [1] Group 1 - The company has no specific plans for large-scale production of 6-inch indium phosphide wafers at this time [1] - Future plans for larger wafer production will be considered only under controllable market and technical risks [1] - Any related plans will be publicly disclosed in accordance with regulations if they materialize [1]

New Stock Issuance - New stock issuance for Huaxin Jingke at a price of 18.60 on August 25, 2025[1] - Shenkou Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] Market Alerts - Dongxin Co. (stock code: 688110) reported severe abnormal fluctuations on August 16, 2025[1] - ST Suwu (stock code: 600200) and ST Zhongdi (stock code: 000609) both have announcements dated August 25, 2025[1] - Multiple companies including Zhehai Deman (stock code: 688577) and Huaguang Huaneng (stock code: 600475) have announcements related to abnormal fluctuations on August 23, 2025[1] Additional Information - The report includes links to detailed announcements for various companies, providing transparency and access to further information[1] - The document highlights the importance of monitoring stock performance and market trends for informed investment decisions[1]

（编辑 袁冠琳） 证券日报网讯 8月25日有投资者在互动平台向云南锗业提问："请问贵公司对九峰山实验室本次技术突 破使用的6英寸磷化铟（InP）衬底合作方云南鑫耀的6英寸高品质磷化铟单晶片是不是目前国内只有贵 公司能提供？"公司回复："公司在研发过程中会有少量样片产出，但从研发到规模化生产尚存在较大不 确定性。公司目前暂不知悉其他企业是否能够提供该型号产品。" ...

Core Viewpoint - The company has no current plans for mass production of 6-inch indium phosphide wafers, despite ongoing research and development for larger sizes in response to potential market demand [2]. Group 1 - The company’s subsidiary, Xinyao, has successfully achieved mass production of 2-4 inch indium phosphide wafers [2]. - The company is exploring the development of larger-sized products to meet future market demands, but there are significant uncertainties from research and development to large-scale production [2]. - The company will consider plans for mass production of 6-inch indium phosphide wafers only if market demand and technological risks are manageable, and any such plans will be disclosed in accordance with regulations [2].

Core Viewpoint - Yunnan Germanium Co., Ltd. has reported a decrease in the number of shareholders and significant growth in revenue and net profit for the first half of the year [2] Group 1: Shareholder Information - As of August 20, the number of shareholders for Yunnan Germanium was 103,148, a decrease of 8,396 from the previous period, representing a decline of 7.53% [2] Group 2: Stock Performance - The latest stock price for Yunnan Germanium is 27.53 yuan, reflecting an increase of 2.42%. Since the concentration of shares began, the stock has risen by a cumulative 20.38% [2] - The stock experienced 6 days of increases and 5 days of decreases, including 2 instances of hitting the daily limit [2] Group 3: Financial Performance - For the first half of the year, the company achieved operating revenue of 529 million yuan, a year-on-year increase of 52.10% [2] - The net profit for the same period was 22.15 million yuan, showing a year-on-year growth of 339.60% [2] - The basic earnings per share were 0.0340 yuan, with a weighted average return on equity of 1.51% [2] Group 4: Analyst Ratings - In the past month, the stock received a buy rating from one institution. Huatai Securities set the highest target price at 28.84 yuan on August 23 [2]