Market Overview - The electronic chemicals sector increased by 0.96% on September 29, with Guangxin Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Performers - Guangxin Materials (300537) closed at 24.92, up 6.04% with a trading volume of 150,400 shares and a transaction value of 372 million yuan [1] - Guanggang Gas (688548) closed at 12.36, up 4.66% with a trading volume of 396,800 shares and a transaction value of 490 million yuan [1] - Anji Technology (610889) closed at 232.35, up 4.14% with a trading volume of 59,100 shares and a transaction value of 1.327 billion yuan [1] Underperformers - Tongyu New Materials (301630) closed at 203.43, down 2.74% with a trading volume of 13,600 shares and a transaction value of 280 million yuan [2] - Glinda (603931) closed at 29.05, down 2.19% with a trading volume of 56,900 shares and a transaction value of 166 million yuan [2] - Xilong Science (002584) closed at 9.11, down 2.15% with a trading volume of 531,500 shares and a transaction value of 488 million yuan [2] Capital Flow - The electronic chemicals sector experienced a net outflow of 635 million yuan from institutional investors, while retail investors saw a net inflow of 623 million yuan [2][3] - Speculative funds had a net inflow of 11.18 million yuan [2][3] Individual Stock Capital Flow - Anji Technology (61088888) had a net inflow of 75.64 million yuan from institutional investors, while it faced a net outflow of 69.91 million yuan from speculative funds [3] - Guangxin Materials (300537) saw a net inflow of 26.88 million yuan from institutional investors, with a net outflow of 17.48 million yuan from speculative funds [3] - Light Optoelectronics (688150) had a net inflow of 8.39 million yuan from institutional investors, with a net outflow of 5.21 million yuan from speculative funds [3]

Core Viewpoint - The company confirmed its lithium sulfide purity and production capacity in response to investor inquiries [2] Group 1 - The company's lithium sulfide purity is stated to be 99.999% [2] - The production cost per ton is approximately 200,000 [2] - Current production capacity is reported to be 300 tons [2]

Core Viewpoint - Guangdong Guanghua Chuangyuan New Materials Co., Ltd. has been established, focusing on rare earth functional materials and related services, fully owned by Guanghua Technology [1] Company Summary - The newly established company has a registered capital of 10 million yuan [1] - Its business scope includes sales of experimental analysis instruments, resource recycling service technology consulting, and sales of rare earth functional materials [1]

企查查APP显示，近日，广东光华创源新材料有限公司成立，注册资本1000万元，经营范围包含：实验 分析仪器销售；资源循环利用服务技术咨询；稀土功能材料销售等。企查查股权穿透显示，该公司由光 华科技全资持股。 ...

Group 1 - The A-share market saw a collective decline in PCB concept stocks, with notable drops including Dazhu CNC down 9%, Helitai down over 8%, and Aikou Optoelectronics and Chongda Technology down over 7% [1][2] - Specific stock performances included Dazhu CNC with a market cap of 44.3 billion and a year-to-date increase of 190.60%, while Helitai had a market cap of 24.9 billion and a year-to-date increase of 39.33% [2] - Other companies such as Huaguan Technology, Zhixin Precision, and Honghe Technology experienced declines of over 6%, with market caps ranging from 25.84 billion to 331 billion [2]

Group 1 - The A-share market saw a collective decline in PCB concept stocks, with notable drops in several companies [1] - Dazhu CNC experienced a decline of 9.09%, while Helitai fell by 8.77% [2] - Other companies such as Aikemi, Chongda Technology, and Guanghua Technology also reported significant decreases, with drops exceeding 7% [1][2] Group 2 - The total market capitalization of Dazhu CNC is 44.3 billion, and it has increased by 190.60% year-to-date [2] - Helitai's market capitalization stands at 24.9 billion, with a year-to-date increase of 39.33% [2] - Aikemi's market capitalization is approximately 48.13 billion, showing a year-to-date increase of 103.98% [2]

截至发稿，光华科技市值为105亿元。 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 王晓波） 每经AI快讯，光华科技（SZ 002741，收盘价：22.56元）9月19日晚间发布公告称，公司第六届第二次 董事会会议于2025年9月19日在公司会议室以现场和通讯相结合的方式召开。会议审议了《关于使用暂 时闲置募集资金继续进行现金管理的议案》等文件。 2025年1至6月份，光华科技的营业收入构成为：电子行业占比100.0%。 ...

东方证券股份有限公司 关于广东光华科技股份有限公司 使用暂时闲置募集资金继续进行现金管理的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐人"）作为广东光 华科技股份有限公司（以下简称"光华科技"或"公司"）向特定对象发行股票 的保荐人，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规 则》《深圳证券交易所股票上市规则》及《深圳证券交易所上市公司自律监管指引 第1号——主板上市公司规范运作》等相关法律、法规和规范性文件的规定，对 光华科技使用暂时闲置募集资金继续进行现金管理事项进行了审慎核查，具体情况 如下： 一、本次募集资金的基本情况 经中国证券监督管理委员会《关于同意广东光华科技股份有限公司向特定 对象发行股票注册的批复》（证监许可〔2023〕2502号）同意注册，公司向特 定对象发行人民币普通股（A 股）65,543,067股，发行价格为10.68元/股，本次发 行的募集资金总额为人民币699,999,955.56元，扣除各项发行费用（不含增值税） 人民币11,116,172.14 元，募集资金净额为人民币688,883,783.42元。上述募集资 金已全部到位，众华会计师事务所 ...

证券代码：002741 证券简称：光华科技 公告编号：2025-043 关于使用暂时闲置募集资金继续进行现金管理的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记 载、误导性陈述或重大遗漏。 广东光华科技股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召 开第六届董事会第二次会议，会议审议通过了《关于使用暂时闲置募集资金继续 进行现金管理的议案》，同意公司根据募投项目的建设进度及实际资金安排，在 确保不影响募集资金投资计划正常使用的情况下，用不超过 5 亿元人民币的闲 置募集资金继续进行现金管理，上述额度内资金可滚动使用。本事项不涉及关联 交易，投资期限自公司董事会审议通过之日起 12 个月内有效。 一、募集资金基本情况 广东光华科技股份有限公司 经中国证券监督管理委员会《关于同意广东光华科技股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2023〕2502 号）同意注册，公司向特定对 象发行人民币普通股（A 股）65,543,067 股，发行价格为每股人民币 10.68 元， 募集资金总额为 699,999,955.56 元，减除不含税发行费用 11,116, ...

经出席会议的董事审议及表决，审议通过如下决议： 一、审议通过《关于使用暂时闲置募集资金继续进行现金管理的议案》 为提高公司资金使用效率，合理利用闲置募集资金，在不影响公司主营业务 的正常开展，不影响募集资金投资项目建设，不损害公司及全体股东利益的前提 下，董事会同意公司使用不超过人民币 5 亿元的暂时闲置募集资金继续进行现金 管理。上述额度自公司董事会审议通过之日起 12 个月内有效，在前述额度和期 限范围内可循环滚动使用，且单个产品的投资期限不超过 12 个月。 详见刊登在巨潮资讯网（www.cninfo.com.cn）的《关于使用暂时闲置募集 资金继续进行现金管理的公告》。 表决结果：同意 9 票，反对 0 票，弃权 0 票 证券代码：002741 证券简称：光华科技 公告编号：2025-042 广东光华科技股份有限公司 第六届董事会第二次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记 载、误导性陈述或重大遗漏。 广东光华科技股份有限公司（以下简称"公司"）第六届董事会第二次会议 于 2025 年 9 月 19 日在公司会议室以现场和通讯相结合的方式召开，会议通知于 202 ...