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。 ...

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。 ...

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。" ...

云南锗业（002428.SZ）8月25日在投资者互动平台表示，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。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司之前披露6英寸磷化铟目前没有量产计划，因为新 技术刚突破，目前没有量产可以理解，我的问题是如果市场有需求，那么公司会量产吗？ ...

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]

Group 1 - The company, Yunnan Germanium (002428.SZ), has initiated the construction of a new project for germanium wafers used in space solar cells, approved by the board of directors [1] - The new production capacity is being built on top of the existing capacity, with machinery and equipment gradually being put in place, leading to a gradual increase in production capacity [1] - An investor inquired about the company's photovoltaic germanium production capacity, which was reported to be 490,000 wafers per year, and questioned how the company could produce the same amount in just the first half of the year when it was already operating at full capacity last year [3]