证券日报网讯 2月5日，上海新阳发布公告称，近日接到持股5%以上股东上海新科投资有限公司通知， 获悉上海新科持有的部分股份被质押及解除质押。本次质押3，300，000股，占其持股15.87%。本次解 除质押4，000，000股，占其持股19.24%。 （文章来源：证券日报） ...

证券代码：300236 证券简称：上海新阳 公告编号：2026-003 上海新阳半导体材料股份有限公司 1、本次股份质押的基本情况 注 1：上述股份的质押不存在负担重大资产重组等业绩补偿义务。 注 2：本公告中限售股不包含高管锁定股。 3、股东股份累计质押情况 2、本次股份解除质押的基本情况 股东名称 是否为控股 股东或第一 大股东及其 一致行动人 解除质押股数 （股） 占其所 持股份 比例 占公司 总股本 比例 质押起始 日 质押解除 日 质押人 上海新科 是 4,000,000 19.24% 1.28% 2025 年 04 月 10 日 2026 年 02 月 04 日 申万宏源证券 有限公司 合计 4,000,000 19.24% 1.28% 关于持股 5%以上股东部分股份质押及解除质押的公告 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。 上海新阳半导体材料股份有限公司（以下简称"公司"）近日接到持股 5% 以上股东上海新科投资有限公司（以下简称"上海新科"）通知，获悉上海新科 持有的部分股份被质押及解除质押，具体事项如下： 一、 股东股份质押及解除质 ...

证券日报网讯1月29日，上海新阳（300236）在互动平台回答投资者提问时表示，公司主要开展集成电 路制造及先进封装用关键工艺材料及配套设备的研发、生产、销售和服务，半导体封测用电镀材料也持 续销售中。 ...

Summary of Conference Call on the Electronic Industry and Photoresist Market Industry Overview - The conference focused on the electronic industry dynamics and updates on the photoresist sector, highlighting the current market's vibrancy and key areas of investor interest, including commercial aviation and domestic computing power [1][2]. Key Points and Arguments Domestic Computing Power and Replacement - The domestic computing power sector is gaining attention, particularly regarding major cloud service providers like ByteDance and Alibaba, and their bidding activities [1]. - The domestic replacement trend is significant, especially with upcoming IPOs of major storage manufacturers, raising questions about potential investment opportunities [1][2]. Photoresist Market Dynamics - The photoresist market is categorized into semiconductor-grade and display-grade, with the domestic market size estimated at around 10 billion RMB, with semiconductor-grade photoresists accounting for 70-80% of this market [6][7]. - The market is dominated by Japanese and Korean manufacturers, holding approximately 88% of the global market share, while domestic production is gradually increasing, with a current localization rate of 30-40% [8][9]. Supply Chain and Challenges - The supply chain for photoresists faces challenges, particularly in raw materials and production equipment, which are heavily reliant on imports [15][16]. - Key raw materials include solvents (50-90% of the composition) and resins (10-40%), with domestic production still lagging behind in quality compared to imports [15][16]. Impact of Japan's Export Controls - The recent escalation in technology competition between China and Japan has created investment opportunities in materials, components, and equipment [5]. - Concerns about potential supply disruptions due to Japan's export controls are noted, but it is believed that the impact will not be as severe as anticipated, given existing inventories and the willingness of some suppliers to maintain business relationships [14]. Company-Specific Insights Major Domestic Players - **HuaMao Technology**: Achieved 80-90% production capacity for I-line and G-line photoresists, with revenues exceeding 100 million RMB [17][18]. - **Tongcheng**: Expected to generate 300 million RMB in revenue in 2024, with a 30% growth forecast for 2025, focusing on mid-to-low-end photoresists [19]. - **Nanda**: One of the earliest companies in China to engage in photoresist R&D, currently developing its own resin capabilities [19]. - **Shanghai Xinyang**: Produces I-line, KRF, and ARF photoresists, with a focus on resin synthesis [20]. Additional Important Content - The conference highlighted the potential for accelerated domestic validation and replacement of photoresists due to the current geopolitical climate, with a shift in focus towards local production capabilities [12][13]. - The verification cycle for new photoresist products is expected to shorten from 3-5 years to approximately one year due to increased demand for supply chain security [13]. This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the electronic industry and the photoresist market dynamics.

Investment Rating - The industry rating is "Strongly Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [44]. Core Insights - The Wind New Materials Index closed at 6029.22 points, reflecting a week-on-week increase of 4.32%. The semiconductor materials index rose by 0.14%, while the organic silicon materials index increased by 4.15% [3][10]. - DRAM prices have surged by over 10% due to AI demand, with predictions of a 55-60% increase in contract prices for the first quarter. This trend is driven by strong contract price increases and the growing need for advanced memory products for AI servers [4][25][26]. - Newhan New Materials announced a cash acquisition of 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, enhancing its position in the PEEK resin market [4][29]. Market Overview - The semiconductor materials sector is experiencing rapid domestic production acceleration, with significant expansion in downstream wafer factories. Companies like Tongcheng New Materials are making strides in import substitution [4][25]. - The demand for high-performance materials is expected to grow as domestic manufacturing upgrades continue, positioning the new materials industry for rapid development [4][25]. - The photovoltaic and wind power sectors are thriving under the carbon neutrality initiative, with recommendations to focus on upstream raw material companies like Hosheng Silicon Industry and Lianhong New Technology [4][25].

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

智通财经APP讯，上海新阳(300236.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 2.65亿元至3.2亿元，同比增长50.82%-82.12%;扣除非经常性损益后的净利润2.3亿元至2.9亿元，同比增 长43.07%-80.39%。 ...

1、本报告期预计归属于上市公司股东的净利润较上年同期上升50.82%-82.12%。主要原因是国内半导体 行业在市场需求、技术迭代、政策支持的多重因素驱动下，呈现出快速增长的趋势，公司始终秉持着以 技术为主导的发展战略，围绕电子电镀、电子清洗、电子光刻、电子研磨、电子蚀刻五大核心技术持续 加大研发投入，并实现成果转化，同时不断加大市场开发力度，取得客户订单数量持续增加，带动营业 收入增加，利润增长。2、本报告期预计扣除非经常性损益后的净利润较上年同期增长43.07%-80.39%， 主要得益于公司半导体业务销售规模的增加，本期非经常性损益主要为投资收益，对公司利润影响不 大。 格隆汇1月23日丨上海新阳(300236.SZ)公布，预计2025年归属于上市公司股东的净利润26,500万 元-32,000万元，比上年同期增长50.82%-82.12%，扣除非经常性损益后的净利润23,000万元-29,000万 元，比上年同期增长43.07%-80.39%。 （原标题：上海新阳(300236.SZ)：预计2025年净利润同比增长50.82%-82.12%） ...

1、本报告期预计归属于上市公司股东的净利润较上年同期上升50.82%-82.12%。主要原因是国内半导体 行业在市场需求、技术迭代、政策支持的多重因素驱动下，呈现出快速增长的趋势，公司始终秉持着以 技术为主导的发展战略，围绕电子电镀、电子清洗、电子光刻、电子研磨、电子蚀刻五大核心技术持续 加大研发投入，并实现成果转化，同时不断加大市场开发力度，取得客户订单数量持续增加，带动营业 收入增加，利润增长。2、本报告期预计扣除非经常性损益后的净利润较上年同期增长43.07%-80.39%， 主要得益于公司半导体业务销售规模的增加，本期非经常性损益主要为投资收益，对公司利润影响不 大。 格隆汇1月23日丨上海新阳(300236.SZ)公布，预计2025年归属于上市公司股东的净利润26,500万 元-32,000万元，比上年同期增长50.82%-82.12%，扣除非经常性损益后的净利润23,000万元-29,000万 元，比上年同期增长43.07%-80.39%。 ...

每经AI快讯，1月23日，上海新阳（维权）(300236.SZ)发布2025年度业绩预告，预计归属于上市公司股 东的净利润为2.65亿元~3.2亿元，比上年同期增长50.82%~82.12%。报告期内，国内半导体行业在市场 需求、技术迭代和政策支持驱动下快速增长，公司坚持技术主导战略，持续加大研发投入并实现成果转 化，核心业务市场拓展顺利，客户订单增加，带动营业收入和利润上升。 ...