证券代码：002428 证券简称：云南锗业 公告编号：2025-061 云南临沧鑫圆锗业股份有限公司 第八届董事会第三十一次会议决议公告 会议以 7 票同意，0 票反对，0 票弃权，通过《关于设立孙公司实施"高品 质砷化镓晶片建设项目"的议案》。 同意控股子公司云南鑫耀半导体材料有限公司（以下简称"云南鑫耀"）与 自然人刘广政共同出资 5,000 万元设立湖北鑫耀半导体材料科技有限公司（暂定 名，以下简称"湖北鑫耀"），其中：云南鑫耀以货币资金及实物（机器设备） 的形式认缴出资 4,500 万元，刘广政先生以货币资金形式认缴出资 500 万元。 同意以控股孙公司湖北鑫耀为主体实施"高品质砷化镓晶片建设项目"。 详细内容请见公司同日在《证券时报》《中国证券报》《上海证券报》《证 券日报》及巨潮资讯网（http://www.cninfo.com.cn）上刊登的《云南临沧鑫圆 锗业股份有限公司关于设立孙公司实施高品质砷化镓晶片建设项目的公告》。 特此公告。 云南临沧鑫圆锗业股份有限公司董事会 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。 云南临沧鑫圆锗业股份有限公司（以 ...

Core Viewpoint - Yunnan Zhenye (002428.SZ) has approved the establishment of a subsidiary to implement a high-quality gallium arsenide wafer production project, indicating a strategic move to enhance its semiconductor capabilities [1] Group 1: Company Developments - The board of Yunnan Zhenye has approved the proposal to set up Hubei Xinyao Semiconductor Materials Technology Co., Ltd. with an investment of 50 million yuan [1] - The new subsidiary will focus on the construction of a high-quality gallium arsenide wafer production line, with a planned annual capacity of 700,000 six-inch wafers [1] - The project will also include the establishment of a semiconductor-grade quartz tube production line with an annual capacity of 30,000 sets [1] Group 2: Project Details - The new facility will be located in the high-tech industrial park of Huanggang City, Hubei Province, and will involve the relocation of existing gallium arsenide wafer production lines [1] - The project will feature new main process equipment and auxiliary facilities, along with a product research and development center [1]

Core Viewpoint - Yunnan Zhenye (002428) announced the establishment of Hubei Xinyao in collaboration with individual Liu Guangzheng, with a total investment of 500 million yuan for a high-quality gallium arsenide chip construction project [1] Group 1: Company Developments - Yunnan Zhenye's subsidiary, Yunnan Xinyao, will jointly invest 50 million yuan with Liu Guangzheng to set up Hubei Xinyao [1] - The project aims to implement a high-quality gallium arsenide chip construction, with a total investment of 272 million yuan [1] - The construction period for the project is set at 18 months [1]

Company Overview - Yunnan Zhenye (SZ 002428) announced on November 6 that its 30th board meeting of the eighth session was held via telecommunication [1] - The meeting reviewed the proposal for establishing a subsidiary to implement the "High-Quality Gallium Arsenide Chip Construction Project" [1] - As of the announcement, Yunnan Zhenye has a market capitalization of 18.9 billion yuan [1]

Core Viewpoint - Yunnan Zhenye (002428.SZ) has approved the establishment of a subsidiary to implement a high-quality gallium arsenide wafer production project, indicating a strategic move to enhance its semiconductor capabilities [1] Group 1: Company Developments - The board of Yunnan Zhenye has approved the proposal to set up Hubei Xinyao Semiconductor Materials Technology Co., Ltd. with an investment of 50 million yuan, in collaboration with individual Liu Guangzheng [1] - The new facility will be located in the high-tech industrial park of Huanggang City, Hubei Province, and will include the construction of new factory buildings and the relocation of existing gallium arsenide wafer production lines [1] Group 2: Project Details - The project aims to establish an annual production line for 700,000 pieces of 6-inch high-quality gallium arsenide wafers and a supporting production line for 30,000 sets of semiconductor-grade quartz tubes [1] - The project will also include the construction of a product research and development center, leveraging the auxiliary facilities of the new project [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002378 | 章源钨业 | 13.21 | -2.80% | 54.97万 | 7.29亿 | | 002842 | 翔鹭钨业 | 11.77 | -1.75% | 14.49万 | · 1.71亿 | | 000962 | 东方银业 | 30.81 | -0.61% | 29.89万 | 9.26亿 | | 600549 | 厦门钨业 | 35.41 | -0.23% | 44.50万 | 15.78亿 | | 920068 | 天工股份 | 18.62 | -0.05% | 1.42万 | 2633.40万 | | 688750 | 金天钛业 | 20.38 | 0.15% | 1.48万 | 3020.13万 | | 000657 | 中钨高新 | 25.10 | 0.20% | 159.72万 | 39.85 Z | | 600392 | 盛和盗源 | 22.19 | 0.27% | 40.02万 | 8.87亿 | | 000831 ...

Core Viewpoint - The optical communication module sector experienced a significant upward trend on November 6, with multiple companies showing notable gains in their stock prices [1]. Group 1: Company Performance - Yuanjie Technology saw an increase of 8.03% in its stock price [1] - Tengjing Technology rose by 6.84% [1] - Yunnan Zhenye experienced a 6.58% increase [1] - Huylv Ecology, Dongtian Micro, and Zhongtian Technology all rose by over 4% [1]

（文章来源：证券日报） 证券日报网讯云南锗业11月5日在互动平台回答投资者提问时表示，截至2025年10月31日，公司合并普 通账户和融资融券信用账户股东总数为91349户。 ...

Group 1 - The core viewpoint of the article is that Yunnan Zhenye (002428.SZ) has successfully mass-produced indium phosphide wafers for over three years and has supplied them to various domestic and international clients [1] - The company plans to produce 83,000 indium phosphide wafers by 2025 [1]

Core Insights - The non-ferrous metal sector is experiencing an upward trend, with the National Index for Non-Ferrous Metals (399395) rising by 0.64% as of November 5, 2025, driven by strong performances from key stocks such as Vanadium Titanium Co. (000629) and Tianqi Lithium (002466) [1] Group 1: Market Performance - The non-ferrous metal sector is buoyed by the lithium battery segment, which has seen significant price increases in lithium carbonate due to robust demand from the new energy vehicle and energy storage markets [1] - The ETF for non-ferrous metals (159880) has also increased by 0.65%, reflecting the overall positive sentiment in the sector [1] Group 2: Supply and Demand Dynamics - A potential supply disruption in copper is expected to elevate price levels, with projections indicating a tight supply-demand situation for copper in 2026 [1] - The aluminum market is nearing the end of its peak season, with supply-side factors providing rigid support for price levels [1] - Tungsten prices are on the rise, with expectations of recovering export demand [1] Group 3: Lithium Market Insights - Lithium carbonate prices have shown a slight increase this week, attributed to better-than-expected demand in the downstream sector [1] - October's lithium carbonate production continued to grow, with a month-on-month increase of 6% and a year-on-year surge of 55%, indicating strong production enthusiasm within the industry [1] - Despite uncertainties in mining policies in Jiangxi, strong demand is expected to provide robust support for lithium prices, with forecasts suggesting continued price increases in November [1] Group 4: Index Composition - The National Index for Non-Ferrous Metals (399395) includes 50 prominent securities from the non-ferrous metal sector, reflecting the overall performance of listed companies in this industry [2] - The top ten weighted stocks in the index account for 52.91% of the total index, highlighting the concentration of performance among leading companies such as Zijin Mining (601899) and Ganfeng Lithium (002460) [2]