Group 1 - Shanghai Zhiyuan Hengyue plans to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.16 billion yuan [1] - The acquisition period is set for 30 calendar days, from September 29, 2025, to October 28, 2025 [1] - Zhiyuan Hengyue and Zhiyuan Xinchuan intend to acquire at least 63.62% and up to 66.99% of Shangwei New Materials' shares [2] Group 2 - Heng Rui Pharmaceutical has signed a licensing agreement for the innovative drug SHRA1811, receiving an upfront payment of 18 million dollars and is eligible for up to 1.093 billion dollars in milestone payments [3] - The agreement aims to expand the overseas market for SHRA1811 and enhance the company's innovative brand and overseas performance [3] Group 3 - Tian Shili's subsidiary has received approval for clinical trials of TSL2109 capsules, a dual-target small molecule inhibitor for advanced solid tumors, with no similar drugs currently in clinical trials [4] - The cumulative R&D investment in TSL2109 capsules by Jiangsu Diyi has reached 24.6251 million yuan [4] Group 4 - Wanhui High-tech expects a net profit of 340 million to 420 million yuan for the first three quarters, representing a year-on-year growth of 69.81% to 109.77% [5]

Core Viewpoint - Huasoft Technology (002453.SZ) has announced that its existing photoinitiator products are being produced and sold in small batches based on customer orders, with revenue from these products expected to account for less than 2% of total revenue in 2024, indicating a limited impact on the company's overall performance in the near term [1] Company Overview - Huasoft Technology's main business focuses on the research, development, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] - The electronic chemicals segment is projected to contribute less than 6% to the company's total revenue in 2024 [1] Revenue Impact - The revenue from the existing photoinitiator products is anticipated to be minimal, with an estimated contribution of less than 2% to total revenue in 2024, reflecting a consistent trend over the past two years where the impact on operational performance has been minor [1] - Future sales of the photoinitiator products are subject to significant uncertainty due to various influencing factors [1]

Group 1 - The company, Huasoft Technology (002453.SZ), has announced unusual fluctuations in its stock trading, noting increased market attention on the "photoresist" concept [1] - The company's main business involves the research, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] - Electronic chemicals are projected to account for less than 6% of the company's total revenue in 2024 [1] Group 2 - Regarding the photoresist substrate business, the company currently produces photoinitiator products in small batches based on customer orders [1] - Revenue from these photoinitiator products is expected to represent about 2% of the company's total revenue in 2024, indicating a minimal impact on the company's operating performance over the past two years [1] - Future sales of these products are subject to significant uncertainty due to various influencing factors [1]

Core Viewpoint - The company, Huasoft Technology, has noted increased market attention on the "photoresist" concept, although its current revenue from related products is minimal and subject to uncertainty [1] Group 1: Company Overview - Huasoft Technology's main business involves the research, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/pesticide intermediates, fluorescent whitening agents, and electronic chemicals [1] - Electronic chemicals are projected to account for less than 6% of the company's total revenue in 2024 [1] Group 2: Photoresist Business - The company currently produces photo-initiator products for photoresist applications, which are sold in small batches based on customer orders [1] - Revenue from photoresist products is expected to contribute less than 2% to the company's total revenue in 2024, indicating a minimal impact on overall business performance for two consecutive years [1] - Future sales of photoresist products are subject to significant uncertainty due to various influencing factors [1]

Core Viewpoint - The stock price of Huasoft Technology (002453.SZ) experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on September 23 and 24, 2025, attributed to heightened market interest in the "photoresist" concept [1] Company Overview - Huasoft Technology focuses on the research, development, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] - Electronic chemicals accounted for less than 6% of the company's total revenue in 2024 [1] Product Specifics - The company currently produces photoresist materials on a small batch basis, with existing photoinitiator products. Revenue from these products is expected to contribute less than 2% to the total revenue in 2024 [1] - The impact of the photoresist business on the company's overall performance has been minimal over the past two years, and future sales are subject to significant uncertainty due to various influencing factors [1]

Core Viewpoint - The stock price of Huasoft Technology (002453.SZ) experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on September 23 and 24, 2025, attributed to heightened market interest in the "photoresist" concept [1] Company Overview - Huasoft Technology's main business involves the research, development, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] - Electronic chemicals accounted for less than 6% of the company's total revenue in 2024 [1] Photoresist Business - The company currently produces photo-initiator products for photoresist materials on a small batch basis according to customer orders, with revenue from this product line expected to contribute less than 2% to total revenue in 2024 [1] - The impact of the photoresist business on the company's operating performance has been minimal over the past two years, and future sales are subject to significant uncertainty due to various influencing factors [1]

Core Viewpoint - The company, Huasoft Technology (002453.SZ), has noted significant market attention on the "photoresist" concept, while its main business focuses on fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] Business Overview - The company's primary products include fine chemical products, with electronic chemicals accounting for less than 6% of total revenue in 2024 [1] - The company currently produces photoresist initiators in small batches based on customer orders, with revenue from this product expected to contribute less than 2% to total revenue in 2024 [1] Performance Impact - The impact of the photoresist substrate business on the company's operating performance has been minimal over the past two years, with future sales subject to significant uncertainty due to various influencing factors [1]

金陵华软科技股份有限公司（以下简称"公司"，证券简称：华 软科技，证券代码：002453)股票交易价格于 2025 年 9 月 23 日、9 月 24 日连续二个交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳 证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 证券代码：002453 证券简称：华软科技 公告编号：2025-040 金陵华软科技股份有限公司 股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司对相关事项进行了核查，相关 情况说明如下： 1、公司前期披露的信息不存在需要补充、更正之处； 2、近期公司未发现公共媒体报道了可能或已经对本公司股票交 易价格产生较大影响的未公开重大信息； 3、公司关注到近期"光刻胶"概念受市场关注度较高，目前公 司主营业务为精细化工产品的研发、生产与销售，主要产品为造纸化 学品、医药/农药中间体、荧光增白剂及电子化学品。其中电子化学 品在 2024 年的营业收入占公司总营收比例不到 6%。关于 ...

Group 1: Market Activity - 28 stocks had closing orders exceeding 100 million yuan, indicating strong market interest [2] - The top three stocks by closing order volume were 蓝丰生化 (51.82 million hands), 启迪环境 (36.68 million hands), and 华软科技 (33.88 million hands) [2] - The top three stocks by closing order amount were 北方华创 (874 million yuan), 通富微电 (603 million yuan), and 张江高科 (503 million yuan) [2] Group 2: Company Performance - 北方华创 reported a revenue of 16.142 billion yuan for the first half of 2025, a year-on-year increase of 29.51%, with a net profit of 3.208 billion yuan, up 14.97% [3] - 华软科技 is focusing on the light-sensitive resin business, currently producing light-initiators in small batches based on customer orders [7] - 张江高科 achieved a contract sales area of 36,300 square meters in the first half of 2025, with a contract sales amount of 1.129 billion yuan, reflecting a year-on-year increase of 55.43% [9] Group 3: Sector Trends - The semiconductor sector saw a surge in stock prices, with companies like 神工股份, 江丰电子, and 通富微电 experiencing significant gains [4] - The光刻胶 sector is also witnessing growth, with companies like 联合化学 and 华软科技 leading in the market [7] - The real estate sector is active, with stocks like 渝开发 and 张江高科 showing strong performance in sales and project development [9] Group 4: Investment Activity - Eight stocks on the龙虎榜 had net purchases exceeding 100 million yuan, with 通富微电 leading at 515 million yuan [11] - Institutional buying was notable in stocks like 汇成股份 and 北方华创, indicating strong interest from institutional investors [11]

Core Viewpoint - The company has noted increased market attention on the "photoresist" concept, while its main business focuses on fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] Group 1: Business Overview - The company's primary products include paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [1] - Electronic chemicals are projected to account for less than 6% of the company's total revenue in 2024 [1] Group 2: Photoresist Business - The company currently produces photo-initiator products for photoresist applications, manufacturing and selling in small batches based on customer orders [1] - Revenue from photo-initiator products is expected to represent about 2% of the company's total revenue in 2024, indicating a minimal impact on overall business performance for two consecutive years [1] - Future sales of photoresist-related products are subject to significant uncertainty due to various influencing factors [1]