Core Viewpoint - Shanghai Xinyang (300236.SZ) expects a significant increase in net profit attributable to shareholders for 2025, driven by growth in the domestic semiconductor industry and the company's focus on technology-led development strategies [1] Group 1: Financial Performance - The company anticipates a net profit of 265 million to 320 million yuan for 2025, representing a year-on-year growth of 50.82% to 82.12% [1] - The expected net profit, excluding non-recurring gains and losses, is projected to be between 230 million and 290 million yuan, indicating a growth of 43.07% to 80.39% compared to the previous year [1] Group 2: Industry Context - The rapid growth in the semiconductor industry is attributed to multiple factors, including market demand, technological advancements, and policy support [1] - The company has been increasing its research and development investments in five core technologies: electronic plating, electronic cleaning, electronic lithography, electronic grinding, and electronic etching [1] Group 3: Business Strategy - The company has focused on converting research outcomes into marketable products while intensifying market development efforts [1] - The increase in customer orders has contributed to rising operating revenue and profit growth [1]

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。 ...

上海新阳(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。 ...

| 项 | 目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东 | | 26,500-32,000 | | 17,570.85 | | 的净利润 | | 比上年同期增长 | 50.82%-82.12% | | | 扣除非经常性损益后 | | 23,000-29,000 | | 16,076.54 | | 的净利润 | | 比上年同期增长 | 43.07%-80.39% | | 二、与会计师事务所沟通情况 证券代码：300236 证券简称：上海新阳 公告编号：2026-002 上海新阳半导体材料股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告 单位：万元 上海新阳半导体材料股份有限公司董事会 本业绩预告未经过注册会计师预审计。公司就 2025 年度业绩预 ...

证券日报网讯1月22日，上海新阳（300236）在互动平台回答投资者提问时表示，公司持有芯栋微股份 约13.37%，属于参股企业。 ...

（原标题：上海新阳(300236.SZ)：公司上海化学工业区项目目前还未动工） 格隆汇1月19日丨上海新阳(300236.SZ)在投资者互动平台表示，公司上海化学工业区项目目前还未动 工，具体情况可关注公司定期报告！ ...

格隆汇1月19日丨上海新阳(300236.SZ)在投资者互动平台表示，公司上海化学工业区项目目前还未动 工，具体情况可关注公司定期报告！ ...

Investment Rating - The report maintains a "Strong Buy" rating for the oil and petrochemical sector [1]. Core Viewpoints - The uncertainty in the Middle East has increased, leading to a short-term strong fluctuation in oil prices. WTI crude futures closed up by 1.02% and Brent oil futures by 1.87% during the week of January 9 to January 16, 2026 [6]. - Geopolitical tensions, particularly involving Iran and the U.S., are significant factors affecting oil prices. Iran's oil inventory has reached record levels, equivalent to about 50 days of production, due to Western sanctions [6]. - The fluorochemical sector is expected to maintain high prosperity due to supply quota constraints and favorable demand driven by policy support. The production quota for HFCs in 2026 has increased by 5,963 tons year-on-year [6]. Summary by Sections Oil and Petrochemical - The report highlights the increased uncertainty in the Middle East, which is likely to impact oil prices in the short term. The geopolitical situation, including U.S. sanctions and military movements, is a critical factor [6][7]. - The report notes that domestic oil companies are diversifying their oil sources and integrating upstream and downstream operations to mitigate the impact of volatile international oil prices [7]. Fluorochemical - The fluorochemical sector is experiencing a favorable environment due to supply constraints and policy-driven demand. The production quotas for HFCs have been adjusted, with significant increases in specific categories [6][7]. - The report indicates that the demand for refrigerants is expected to grow, supported by national subsidy policies, with production of household air conditioners projected to increase by 11% year-on-year in January 2026 [6]. Semiconductor Materials - The semiconductor materials sector is on an upward cycle, with improving fundamentals and domestic substitution trends. The report suggests that there is potential for further price increases in this sector [7].

证券代码：300236 证券简称：上海新阳 公告编号：2026-001 上海新阳半导体材料股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回的公告 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"）于 2025 年 4 月 16 日召开的第六届董事会第四次会议审议通过了《关于使用闲置募集资金进行现金 管理的议案》，同意公司使用不超过 2 亿元的闲置募集资金进行现金管理，包括 购买短期（投资期限不超过一年）、低风险的保本型理财产品和转存结构性存款、 定期存款等方式。以上资金额度在自董事会审议通过之日起 12 个月内有效，可 以 滚 动 使 用 。 具 体 内 容 见 公 司 于 2025 年 4 月 18 日 刊 登 在 巨 潮 资 讯 网 （www.cninfo.com.cn）上的相关公告。 一、 公司使用部分闲置募集资金购买理财产品到期赎回的情况 2025 年 7 月 17 日，公司使用部分闲置募集资金 4,000 万元购买了宁波银行 股份有限公司 2025 年单位结构性存款 7202503261 号， ...

Market Overview - A-shares exhibited mixed performance with the Shanghai Composite Index declining by 0.33% to close at 4112.6 points, barely holding above the 4100 mark, while the Shenzhen Component Index rose by 0.41% and the ChiNext Index increased by 0.56% [1] - The total trading volume in the A-share market fell below 3 trillion yuan, decreasing by approximately 1 trillion yuan compared to the previous day [1] Semiconductor Sector - The semiconductor sector showed strong performance in the afternoon, with notable gains in lithography machines and memory chips, leading to stocks like Blue Arrow Electronics and Silicon Power reaching a 20% limit up [2] - The U.S. semiconductor equipment stocks also surged, with companies like ASML and TSMC rising over 4% [3] - Blue Arrow Electronics announced plans to acquire at least 51% of Chengdu Xinyi Technology, a move aimed at expanding its capabilities in the semiconductor design industry [3] - The semiconductor industry is experiencing price increases across various segments due to heightened demand from AI applications, with expectations of improved profitability [4] Non-Ferrous Metals Sector - The non-ferrous metals sector was notably active, with stocks like Sichuan Gold and Xianglu Tungsten hitting the daily limit up [5] - Silver prices surged over 7%, reaching historical highs, while gold also hit record levels at $4643 per ounce [5] - Geopolitical tensions are expected to drive demand and price appreciation for strategic metals such as copper, tungsten, and cobalt [6] Energy Storage Sector - The energy storage sector saw active performance, particularly in battery stocks, with lithium carbonate prices reaching a two-year high [8] - A meeting on the new energy vehicle industry emphasized the need for fair competition and innovation, projecting that by 2025, China's automobile production and sales will exceed 34 million units, with new energy vehicles accounting for over 50% of domestic sales [8]