证券日报网讯1月30日，联泓新科（003022）在互动平台回答投资者提问时表示，公司按照相关规定履 行信息披露义务，2025年业绩情况请关注后续相关公告。 ...

证券日报网讯1月23日，联泓新科（003022）在互动平台回答投资者提问时表示，目前公司主要生产装 置保持高负荷运行，产品销售顺畅。 ...

化工板块今日（1月23日）继续猛攻！反映化工板块整体走势的化工ETF（516020）全天震荡走高，盘 中场内价格最高涨幅达到1.44%，截至收盘，涨1.03%，日线五连阳，收盘价再创2022年7月以来新高。 成份股方面，石化、磷化工、氟化工等板块部分个股涨幅居前。截至收盘，东方盛虹、川发龙蟒双双大 涨超6%，宏达股份、联泓新科涨超5%，三美股份、卫星化学涨超4%。 | | | | 分时 多目 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | | 19 盘前盘新 盘加 九州 图纸 工具 6 (2 > | | 42 TETF (D) | | | | | 516020 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.0 | | | | 516020(R)工EIF] 1500 � 0.985 器源 0.011(L135) 购补 0.900 成交量 0 IOPV 0.9843 | | | | | 2026/01 ...

数据显示，南方基金旗下1只基金位居联泓新科十大流通股东。南方中证500ETF（510500）三季度减持 11.04万股，持有股数590.95万股，占流通股的比例为0.44%。根据测算，今日浮盈赚取约638.22万元。 从联泓新科十大流通股东角度 1月23日，联泓新科涨5.1%，截至发稿，报22.27元/股，成交3.63亿元，换手率1.24%，总市值297.43亿 元。 资料显示，联泓新材料科技股份有限公司位于山东省滕州市木石镇驻地(木石工业园区)，成立日期2009 年5月21日，上市日期2020年12月8日，公司主营业务涉及新材料产品和解决方案供应商,专注于新材料 产品的研发、生产与销售。主营业务收入构成为：聚丙烯专用料27.50%，乙烯-醋酸乙烯共聚物 26.28%，副产品及其他19.95%，环氧乙烷衍生物18.38%，环氧乙烷4.48%，醋酸乙烯2.65%，特种气体 0.49%，超高分子量聚乙烯0.27%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益12.39%，同类 排名764/5546；近一年收益52.22%，同类排名1214/4261；成立以 ...

1月23日，化工板块继续上攻！反映化工板块整体走势的化工ETF（516020）开盘后持续红盘震荡，截至发稿，场内价格涨0.31%。 成份股方面，石化、磷化工、氟化工等板块部分个股涨幅居前。截至发稿，东方盛虹、卫星化学、宏达股份大涨超4%，联泓新科、凯赛生物涨超3%，三美 股份、恒逸石化等多股涨超2%。 | | 分时 多日 1分 5分 15分 30分 | | ୧୦સે | 日 周 月 更多 | | | F9 盘前盤后 叠加 九转 | | 画线 丁旦 《 2 > | 4. ETF O | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.988 | | 516020[化工ETF] 11:16 价 | | | 0.978 涨跌 0.003(0.31%) 均价 0.979 成交量 1673 IOPV 0.9772 | | | | 2026/01/23 | (0) C. 7/2 | | +0 | | | | | | | | | | | | SSE CNY 11:16:26 交易中 | | | | ...

Group 1 - Nanda Optoelectronics is a core enterprise in the semiconductor materials field, focusing on the R&D and mass production of ArF photoresists, having achieved breakthroughs that disrupt the monopoly of Japanese and American companies in the mid-to-high-end photoresist market [1][38][39] - The company has established deep cooperation with foundries in the Yangtze River Delta and has successfully validated its ArF photoresist for 28nm processes, leading to significant order growth and capacity expansion following the introduction of U.S. semiconductor tariffs in 2026 [1][39] - The National Big Fund has provided financial support for its photoresist projects, enhancing its first-mover advantage in the domestic photoresist market [1][39] Group 2 - Tongcheng New Materials, based in Shanghai, is a leading domestic rubber additive company that has entered the photoresist market through the acquisition of Beixu Electronics, focusing on the R&D and production of KrF photoresists [2][40] - The company has established stable partnerships with major domestic foundries, achieving large-scale production of KrF photoresists widely used in memory chips and power devices [2][40] - Plans for an H-share listing in 2026 aim to raise funds for high-end photoresist R&D and capacity expansion, further enhancing its competitive edge in the domestic market [2][40] Group 3 - Dinglong Co., headquartered in Wuhan, is a leader in printing and copying consumables, diversifying into semiconductor materials with a focus on polishing pads and supporting materials for photoresists [3][41] - The company has established close cooperation with major foundries like SMIC, achieving import substitution for its CMP polishing pads, which supports its photoresist business [3][41] - Following the U.S. semiconductor tariffs, there has been a surge in demand for localized supporting materials, leading to increased orders for its photoresist and related products [3][41] Group 4 - Yake Technology, located in Jiangsu, has entered the semiconductor photoresist market through the acquisition of South Korea's UP Chemical, focusing on KrF and ArF photoresists [4][42] - The company has integrated the technical advantages of the Korean team with domestic market resources, positioning itself as a core supplier of mid-to-high-end photoresists in the global semiconductor supply chain [4][42] - The electronic specialty gas business complements its photoresist offerings, providing a one-stop material solution for foundries [4][42] Group 5 - Dongcai Technology, based in Sichuan, specializes in high polymer resin materials for photoresists, leveraging its chemical industry foundation in the Southwest [5][43] - The company has achieved batch supply of resin products for various photoresist models, including G/I line and KrF, validated by multiple domestic photoresist manufacturers [5][43] - The demand for localized raw materials has surged following the U.S. semiconductor tariffs, leading to increased production capacity and a focus on high-end resin materials for ArF photoresists [5][43] Group 6 - Lianhong New Materials, located in Shandong, produces core raw materials such as monomers and solvents for photoresists, achieving low-cost production with quality meeting import standards [6][44] - The company has established long-term partnerships with downstream photoresist manufacturers, enhancing product adaptability and market share [6][44] - The acceleration of domestic substitution due to U.S. tariffs has led to a significant increase in orders for its photoresist raw materials [6][44] Group 7 - Shengquan Group, based in Shandong, focuses on developing phenolic and epoxy resins for photoresists, achieving breakthroughs in green and high-performance materials [7][45] - The company has become a core supplier for downstream photoresist manufacturers, benefiting from the growing demand for upstream resin materials following the U.S. semiconductor tariffs [7][45] - Increased R&D investment aims to develop high-end resin materials for KrF photoresists, further extending its position in the semiconductor materials industry [7][45] Group 8 - Shanghai Xinyang, a leader in semiconductor cleaning liquids, has diversified into the photoresist market, focusing on G/I line and electroplating photoresists [8][46] - The company has achieved large-scale production of G/I line photoresists, becoming a major supplier for domestic packaging applications [8][46] - The introduction of U.S. tariffs has accelerated the domestic adoption of photoresist materials, significantly increasing order volumes for its products [8][46] Group 9 - Jingrui Electric Materials, located in Jiangsu, is a leader in microelectronic materials, with its photoresist business covering multiple models including G/I line and KrF [9][48] - The company has accumulated extensive experience in photoresist R&D and production, with KrF photoresists entering the customer validation phase [9][48] - The U.S. semiconductor tariffs have led to a significant increase in domestic procurement of photoresists, resulting in notable revenue growth for the company [9][48] Group 10 - Huamao Technology, based in Fujian, has entered the photoresist market through the acquisition of XuZhou Bokan, focusing on ArF photoresist R&D [10][49] - The company aims to leverage its technical reserves to achieve breakthroughs in the production of mid-to-high-end photoresists, particularly in automotive semiconductor applications [10][49] - The acceleration of domestic substitution due to U.S. tariffs positions the company favorably in the ArF photoresist market [10][49] Group 11 - Jingfang Technology, headquartered in Jiangsu, specializes in semiconductor packaging and testing, relying on photoresists as a core consumable in its processes [11][50] - The company is enhancing cooperation with domestic photoresist manufacturers to optimize supply chain costs amid the push for domestic substitution [11][50] - The growth in demand from automotive electronics and AIoT sectors is driving the expansion of its packaging business, indirectly benefiting from the photoresist market [11][50] Group 12 - Xinlai Yingcai, based in Jiangsu, is a leader in ultra-pure fluid equipment, providing clean production equipment for photoresist manufacturing [12][51] - The company is expanding its product offerings to include ultra-clean equipment suitable for ArF and EUV photoresist production [12][51] - The demand for clean equipment has surged following the U.S. semiconductor tariffs, leading to significant order growth [12][51] Group 13 - Hubei Yihua, located in Hubei, is a leader in basic chemicals, producing raw materials for photoresists such as chlorobenzene and phosphorus trichloride [13][53] - The company has achieved large-scale production of photoresist raw materials, benefiting from the growing demand for localized supply following U.S. tariffs [13][53] - Its integrated chemical industry advantages help reduce production costs, enhancing its competitiveness in the photoresist supply chain [13][53]

Core Viewpoint - The company has successfully launched the Lianhong Gerun integrated project, which is expected to positively impact profits due to an increase in EVA production capacity by 200,000 tons per year [1] Group 1 - The new production of ultra-high molecular weight polyethylene, carbonate series products, and VC for new energy battery materials is in high market demand [1] - The company maintains an optimistic outlook on its performance due to the diversification of its product structure [1]

Group 1 - The core viewpoint of the article indicates that despite the decline in EVA prices to historical lows in the fourth quarter, the company remains optimistic about its profitability due to increased production capacity and diverse product offerings [2] - The company has successfully launched the Lianhong Gelun integrated project, which has increased its EVA production capacity by 200,000 tons per year, positively impacting profits [2] - The company is also optimistic about the market demand for newly launched products such as ultra-high molecular weight polyethylene, carbonate series products, and VC for new energy battery materials [2]

联泓新科（003022.SZ）1月15日在投资者互动平台表示，公司已开发出固态电解质分散剂、硅碳负极粘 结剂等固态、半固态电池等新型电池关键功能材料，部分产品已形成批量销售，并积极开展其他固态电 解质关键材料研发。 （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：董秘您好，公司是否研发了有机-无机复合固态电解 质？ ...

Core Viewpoint - The company, Lianhong Xinke (003022.SZ), has confirmed that it does not produce dichlorodihydrosilane products [1] Company Information - Lianhong Xinke has clarified its product offerings on the investor interaction platform, specifically stating the absence of dichlorodihydrosilane in its product line [1]