Group 1 - The stock of Yunnan Zhiye (002428.SZ) experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% in two consecutive trading days (August 19 and August 20, 2025) [1] - A domestic research institution announced a technological breakthrough in the 6-inch indium phosphide epitaxial growth process, which has drawn attention to the company's operations [1] - Yunnan Xinyao Semiconductor Materials Co., Ltd., a subsidiary of the company, specializes in the production and sales of indium phosphide and gallium arsenide wafers, which are part of the III-V compound semiconductor substrate market [1] Group 2 - The company is conducting research and development for larger-sized indium phosphide wafers to meet future market demand, but there is significant uncertainty from R&D to mass production [2] - Currently, there are no specific plans for mass production of 6-inch indium phosphide wafers, and any future plans will be disclosed publicly if they arise [2] - The transition to larger wafer sizes is influenced by various factors, including technological breakthroughs, process reliability, cost, capacity, and market policies [1][2]

Core Viewpoint - Yunnan Zheye (002428) has confirmed that its subsidiary, Yunnan Xinyao Semiconductor Materials Co., Ltd., produces compound semiconductor products including gallium arsenide (GaAs) wafers and indium phosphide (InP) wafers, which are essential for various high-tech applications [1] Group 1: Product Applications - Indium phosphide wafers are primarily used in the production of laser modules and detector chips, with downstream applications in 5G communication, data centers, and wearable devices [1] - Gallium arsenide wafers are utilized in radio frequency devices, laser devices, and sensors, commonly found in high-brightness light-emitting diode (HBLED) products, with downstream applications in smartphones, computers, communication base stations, autonomous driving, next-generation displays (Mini LED, Micro LED), industrial lasers, and facial recognition technologies [1]

Core Viewpoint - Yunnan Ge Industry announced that its subsidiary, Yunnan Xinyao Semiconductor Materials Co., Ltd., focuses on the production and sales of indium phosphide (InP) wafers and gallium arsenide (GaAs) wafers, highlighting the need for larger wafer sizes in the semiconductor materials industry [1] Group 1 - The main business of Yunnan Xinyao includes the production and sales of InP and GaAs wafers, which are part of the III-V compound semiconductor substrates [1] - Currently, the actual size specifications for InP wafers used by downstream customers globally range from 2 to 4 inches, with a focus on 2-inch and 3-inch wafers domestically [1] - The transition to larger wafer sizes faces uncertainties due to technological breakthroughs across the entire industry chain, as well as factors such as process reliability, cost, capacity, and market policies [1] Group 2 - Yunnan Xinyao has conducted research and development for larger wafer sizes after achieving mass production of 2-4 inch InP wafers, but there remains significant uncertainty from R&D to large-scale production [1] - Currently, there are no specific plans for the mass production of 6-inch InP wafers, and any future plans will be considered under controllable market and technical risks, with public disclosure required if such plans arise [1]

云南锗业发布异动公告称，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。 ...

证券代码：002428 证券简称：云南锗业 公告编号：2025-042 股票交易异常波动公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 云南临沧鑫圆锗业股份有限公司（以下简称"公司"或"本公司"）（证券简 称：云南锗业，证券代码：002428）股票连续两个交易日内（2025 年 8 月 19 日、 2025 年 8 月 20 日）收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的 相关规定，属于股票交易异常波动情况。 二、公司关注并核实的相关情况 公司董事会对公司有关情况进行了核查并对公司控股股东及实际控制人就 公司股票发生异常波动的情况进行了询问、核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司了解到，近期有国内研发机构发布了其在 6 英寸磷化铟外延生长工 艺领域实现了技术突破相关事宜。根据公司了解，特提示如下风险： （1）公司控股子公司云南鑫耀半导体材料有限公司（以下简称"鑫耀公司"） 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 ...

人民财讯8月20日电，云南锗业(002428)8月20日晚间发布股票交易异常波动公告，公司了解到，近期有 国内研发机构发布了其在6英寸磷化铟外延生长工艺领域实现了技术突破相关事宜。就公司控股子公司 鑫耀公司而言，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。 转自：证券时报 ...

一、注销子公司事项的前期公告情况 2025 年 3 月 26 日, 云南临沧鑫圆锗业股份有限公司（以下简称"公司"） 第八届董事会第二十五次会议审议通过《关于注销子公司的议案》，同意对全资 子公司云南东润进出口有限公司（以下简称"东润公司"）法人主体资格依法予 以注销。 详细内容请见公司于 2025 年 3 月 28 日在《证券时报》《中国证券报》《上 海证券报》《证券日报》及巨潮资讯网（www.cninfo.com.cn）上刊登的《云南 临沧鑫圆锗业股份有限公司关于注销子公司的公告》。 二、注销子公司事项的进展情况 证券代码：002428 证券简称：云南锗业 公告编号：2025-041 云南临沧鑫圆锗业股份有限公司 关于注销子公司的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 2025 年 8 月 19 日，东润公司收到昆明市市场监督管理局出具的《登记通知 书》，准予东润公司进行注销登记。至此，东润公司工商注销登记手续已办理完 毕。本次注销完成后，东润公司不再纳入公司合并财务报表范围。本次注销不会 对公司整体业务发展和盈利水平产生不利影响，不会对公司合 ...

证券时报·数据宝统计，截至8月20日收盘，深沪北共71只个股连续5日或5日以上主力资金净流入。苏州 银行连续11日主力资金净流入，排名第一；东阿阿胶连续10日主力资金净流入，位列第二。从主力资金 净流入总规模来看，福耀玻璃主力资金净流入金额最大，连续6天累计净流入9.67亿元，云南锗业紧随 其后，6天累计净流入9.46亿元。从主力资金净流入占成交额的比例来看，仁和药业占比排名居首，该 股近5日上涨9.62%。（数据宝） 连续5日或以上主力资金净流入个股排名 | 证券代 | 证券简 | 主力资金净流入 | 主力资金净流入金额 | 主力资金净流入比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 600660 | 福耀玻 璃 | 6 | 9.67 | 10.57 | 10.52 | | | 云南锗 | | | | | | 002428 | 业 | 6 | 9.46 | 10.37 | 27.35 | | 688183 | 生益电 子 | 6 | 4.26 | 4.84 | 4.72 | | 6 ...

受此提振，资本市场闻风而动。 航天装备、卫星导航、军工股等盘中短线拉升，不过冲高后又回落。 截止发稿，中天火箭3天2板，云南锗业、泰豪科技2连板，金百泽、成飞集成、苏州龙杰等涨停。 | 代码 | 名称 | 最新价 | 涨跌额 | 流跌幅 > | 总市值 | | --- | --- | --- | --- | --- | --- | | 301041 | 我目落 | 34.04 | +5.67 | 19.99% | 36.31 Z | | 688709 | 成都华微 | 39.97 | +4.16 | 11.62% | 254.55亿 | | 688456 | 有研粉材 | 52.44 | +5.14 | 10.87% | 54.36 Z | | 300278 | 华昌达 | 6.62 | +0.64 | 10.70% | 94.1亿 | | 002190 | 成飞集成 | 40.32 | +3.67 | 10.01% | 144.647 | | 002167 | 东方错业 | 14.62 | +1.33 | 10.01% | 113.26 Z | | 603332 | 苏州龙杰 | 15.83 | +1.44 ...

Group 1 - Recent breakthrough in indium phosphide (InP) technology by Jiufengshan Laboratory, achieving significant advancements in 6-inch InP-based PIN structure detectors and FP structure lasers, marking a first in large-scale InP material production in China [1] - InP is recognized as the second most mature semiconductor material after silicon, widely used in RF devices, optical modules, LEDs, lasers, detectors, and sensors due to its excellent electronic mobility and radiation resistance [2] - The InP photonics market is projected to reach $5.6 billion by 2027, with a compound annual growth rate (CAGR) of 14%, driven by advancements in 6-inch InP technology that could reduce domestic optical chip costs to 60%-70% of 3-inch processes [2] Group 2 - Companies involved in InP semiconductor materials include: - Hitec High-New (002023), providing key InP materials for optical communication through its subsidiary Huaxin Technology [3] - Yunnan Zinc Industry (002428), producing InP substrates for laser and detector applications [3] - Sanan Optoelectronics (600703), focusing on compound semiconductor materials including InP [3] - Yuanjie Technology, developing high-speed InP laser chips for various communication networks [3] - Kaide Quartz, supplying InP substrates for optical module production and collaborating with US-based companies [3] - Yueling Co., Ltd. (002725), engaging in InP-based semiconductor laser chip development through its subsidiary [3] - Bojie Co., participating in InP-related research and production through its subsidiary [3]