国家知识产权局信息显示，湖北鼎龙控股股份有限公司取得一项名为"具有高折射率的油墨组合物及其 应用"的专利，授权公告号CN117924998B，申请日期为2024年1月。 天眼查资料显示，武汉柔显科技股份有限公司，成立于2017年，位于武汉市，是一家以从事化学原料和 化学制品制造业为主的企业。企业注册资本5956.7万人民币。通过天眼查大数据分析，武汉柔显科技股 份有限公司共对外投资了3家企业，参与招投标项目4次，财产线索方面有商标信息50条，专利信息51 条，此外企业还拥有行政许可39个。 来源：市场资讯 柔显（仙桃）光电半导体材料有限公司，成立于2022年，位于省直辖县级行政区划，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本16000万人民币。通过天眼查大数据分析， 柔显（仙桃）光电半导体材料有限公司共对外投资了1家企业，参与招投标项目11次，专利信息18条， 此外企业还拥有行政许可37个。 湖北鼎龙控股股份有限公司，成立于2000年，位于武汉市，是一家以从事资本市场服务为主的企业。企 业注册资本93828.2591万人民币。通过天眼查大数据分析，湖北鼎龙控股股份有限公司共对外投资 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-088 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于鼎龙转债恢复转股的提示性公告 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。 2025-076）。根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所 上市公司自律监管指引第 15 号——可转换公司债券》的相关规定以及《湖北鼎 龙控股股份有限公司向不特定对象发行可转换公司债券募集说明书》的约定， "鼎龙转债"的附加回售条款生效。"鼎龙转债"持有人享有一次回售的权利。 根据《深圳证券交易所上市公司自律监管指引第 15 号——可转换公司债券》 的相关规定，可转换公司债券实施回售的，应当暂停可转换公司债券转股。经 向深圳证券交易所申请，"鼎龙转债"在回售申报期间将暂停转股，即自 2025 年 12 月 1 日开始暂停转股，暂停转股期为五个交易日，至 2025 年 12 月 5 日止。 "鼎龙转债"将在本次回售申报期结束的次一交易日（即 2025 年 12 月 8 日）起恢复转股。敬请公司可转换公司债券持有人留意并注意 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-087 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于鼎龙转债回售的第三次提示性公告 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。 特别提示： 1、债券代码：123255 2、债券简称：鼎龙转债 3、回售价格：100.133 元/张（含息、税） 4、回售申报期：2025 年 12 月 1 日至 2025 年 12 月 5 日 5、发行人资金到账日：2025 年 12 月 10 日 6、回售款划拨日：2025 年 12 月 11 日 7、投资者回售款到账日：2025 年 12 月 12 日 8、回售申报期内"鼎龙转债"暂停转股 据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监 管指引第 15 号——可转换公司债券》的相关规定以及《湖北鼎龙控股股份有限 公司向不特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明 书》"）的约定，"鼎龙转债"的附加回售条款生效，现将有关事项公告如下： 一、回售条款概述 1、附加回售条款 根据公司《募集说明书》 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-086 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于新增募集资金专户并签署募集资金三方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 湖北鼎龙控股股份有限公司（以下简称"公司"）于 2025 年 10 月 31 日召 开第六届董事会第六次会议，并于 2025 年 11 月 21 日召开 2025 年第一次临时股 东会和"鼎龙转债"2025 年第一次债券持有人会议，审议通过了《关于变更部 分募集资金投资项目的议案》，同意将公司向不特定对象发行可转换公司债券的 部分募集资金投资项目——"光电半导体材料上游关键原材料国产化产业基地项 目"尚未使用的部分募集资金用于"光电半导体材料研发制造中心项目"。具体 内容详见公司于 2025 年 11 月 1 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于变更部分募集资金投资项目的公告》（公告编号：2025-076）。 为规范募集资金的管理和使用，近日公司新开立了募集资金专项账户，并与 相关方签署了《 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-085 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于鼎龙转债回售的第二次提示性公告 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。 特别提示： 1、债券代码：123255 2、债券简称：鼎龙转债 3、回售价格：100.133 元/张（含息、税） 4、回售申报期：2025 年 12 月 1 日至 2025 年 12 月 5 日 5、发行人资金到账日：2025 年 12 月 10 日 6、回售款划拨日：2025 年 12 月 11 日 7、投资者回售款到账日：2025 年 12 月 12 日 8、回售申报期内"鼎龙转债"暂停转股 9、本次回售不具有强制性，"鼎龙转债"持有人有权选择是否进行回售 10、风险提示：投资者选择回售等同于以人民币 100.133 元/张（含息、税） 卖出持有的"鼎龙转债"。截至本公告披露日的前一交易日，"鼎龙转债"的 收盘价格高于本次回售价格，投资者选择回售可能会带来损失，敬请投资者注 意风险。 湖北鼎龙控股股份有限公司（以下简称"公司"、"鼎 ...

中证鹏元关于关注湖北鼎龙控股股份有限公司变更可转债 部分募投项目事项的公告 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对湖 北鼎龙控股股份有限公司（以下简称"鼎龙股份"或"公司"，证券 代码：300054.SZ）及其发行的下述债券开展评级。除评级委托关系 外，中证鹏元及评级从业人员与公司不存在任何足以影响评级行为独 立、客观、公正的关联关系。 中证鹏元资信评估股份有限公司 中证鹏元公告【2025】559 号 2 | 债券简称 | 上一次评级时间 | 上一次评级结果 | | | | --- | --- | --- | --- | --- | | | | 主体等级 | 债项等级 | 评级展望 | | 鼎龙转债 | 2025-7-25 | AA | AA | 稳定 | 根据公司公开披露的相关公告1，公司拟将鼎龙转债募投项目之 一的"光电半导体材料上游关键原材料国产化产业基地项目"（以下 简称"原募投项目"）部分尚未使用的 1.55 亿元募集资金用于"光 电半导体材料研发制造中心项目"（以下简称"新募投项目"），该 募集资金变更事项已经公司于 2025 年 11 月 21 日召开的 2025 年第 一次临时 ...

Core Viewpoint - Dinglong Co., Ltd. has shown a significant increase in stock price and financial performance, indicating strong market interest and growth potential in the semiconductor and printing consumables sectors [1][2]. Financial Performance - For the period from January to September 2025, Dinglong Co., Ltd. achieved a revenue of 2.698 billion yuan, representing a year-on-year growth of 11.23% [2]. - The net profit attributable to shareholders reached 519 million yuan, marking a year-on-year increase of 38.02% [2]. Stock Performance - As of December 1, Dinglong's stock price increased by 2.03%, reaching 35.61 yuan per share, with a total market capitalization of 33.723 billion yuan [1]. - The stock has appreciated by 37.38% year-to-date, with a 4.89% increase over the last five trading days [1]. Shareholder Information - As of November 10, the number of shareholders decreased by 13.95% to 37,000, while the average number of tradable shares per person increased by 16.24% to 19,904 shares [2]. - The company has distributed a total of 476 million yuan in dividends since its A-share listing, with 141 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, major institutional shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, both of which have reduced their holdings compared to the previous period [3].

Core Insights - The central theme emphasizes the strong support from the national level for private enterprises, reinforcing the idea that they are considered "one of their own" by the government [1] - The transformation of macro-level confidence into visible urban vitality in Wuhan is highlighted, showcasing various events and initiatives that reflect economic activity and innovation [1][2] - The significant growth of private enterprises in Wuhan, with over 115 million private companies contributing to the city's economic landscape, is underscored [2] Economic Performance - Wuhan's GDP reached 15,537.82 billion yuan in the first three quarters of 2025, marking a 5.6% year-on-year increase [2] - The private economy's added value surpassed 1 trillion yuan in 2024, indicating a historic milestone [2] - In 2025, Wuhan saw the establishment of 182,000 new private enterprises, the highest growth rate among sub-provincial cities in China [2] Structural Changes - The data reflects not just economic recovery but also a profound structural transformation within Wuhan's economy [2] - Emerging industries such as industrial robots and optoelectronic information experienced growth rates exceeding 70% [2] Government Initiatives - The Wuhan government is shifting from a traditional management role to a more efficient service-oriented approach, facilitating business operations [5][6] - Reforms such as "certificate separation" and "one-stop service" have streamlined processes for business registration, significantly reducing time and costs [6] Business Environment - The establishment of fair rules and trust is crucial for a healthy business environment, with initiatives like "double random, one public" regulation minimizing human intervention [7] - The government adopts a flexible enforcement philosophy, encouraging innovation and allowing for trial and error in business operations [7] Private Sector Growth - By mid-2025, the total number of private enterprises in Wuhan exceeded 1.15 million, making it the fifth sub-provincial city in China to surpass one million [8] - A diverse ecosystem of private enterprises is emerging, ranging from traditional giants to innovative "hidden champions" and "unicorns" [8][9][10] Globalization of Enterprises - Wuhan's private enterprises are evolving from merely exporting products to integrating technology, models, and supply chains on a global scale [11] - Companies like Jianyi Technology and Jiachen Electronics are successfully entering international markets with innovative products and collaborative research [11][12] Urban and Enterprise Synergy - The relationship between the city and enterprises is characterized by mutual growth, with private enterprises contributing significantly to local tax revenue and employment [13][14] - The supportive environment provided by the city fosters innovation and risk-taking among businesses, leading to a vibrant economic landscape [14]

Core Viewpoint - Dinglong Co., Ltd. is positioned as a leading platform enterprise in key innovative materials within the semiconductor manufacturing sector, focusing on CMP process materials, wafer photoresists, semiconductor display materials, and advanced packaging materials, while not currently engaging in the development of PCB substrates and copper-clad laminates related to NVIDIA's M9 materials [2] Company Focus - The company emphasizes its commitment to its core business areas and will continue to monitor technological advancements and market opportunities in the semiconductor materials industry [2] - Dinglong Co., Ltd. plans to explore potential expansions into related fields in the future, leveraging its technological reserves and R&D capabilities [2] Long-term Value Creation - The company aims to create long-term value for its investors by aligning its strategic focus with industry developments and opportunities [2]

Core Insights - Dinglong Co., Ltd. has successfully validated two high-end wafer photoresists with major domestic wafer manufacturers and has received orders for them [1] - The first phase of the Qianjiang production line has a capacity of 30 tons for KrF/ArF high-end wafer photoresists and is capable of mass production to meet current client orders [1] - By the third quarter of 2025, the company plans to have nearly 30 high-end wafer photoresists, with over 15 samples validated and more than 10 entering gallon sample testing [1] Production Capacity - The Qianjiang photoresist production base's first phase is running smoothly with an annual production capacity of 30 tons for KrF/ArF high-end wafer photoresists [1] - The second phase, which will have an annual production capacity of 300 tons for KrF/ArF high-end wafer photoresists, is nearing completion with successful equipment debugging [1] Market Strategy - The company aims to continuously enhance the production capacity of photoresist lines and validate products to accelerate the commercialization process of high-end wafer photoresists [1] - The goal is to further increase the market share of the photoresist business [1]