证券代码：300236 证券简称：上海新阳 公告编号：2025-068 上海新阳半导体材料股份有限公司 关于持股 5%以上股东部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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"或"上海新阳"）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，具体事项如下： 一、 股东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。 2、股东股份累计质押情况 截至公告披露日，上海新科及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 占公 | 情况 | | 情况 | | | 股东名 | 持股数量 | 持股比 | 本次质押 前质押股 | 本次质押 后质押股 | ...

证券之星消息，9月25日电子化学品板块较上一交易日下跌0.46%，凯华材料领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688268 | 华特气体 | 67.65 | 4.43% | 10.47万 | | 6.95亿 | | 300236 | 上海新阳 | 65.90 | 3.24% | 27.77万 | | 17.83亿 | | 300398 | 飞凯材料 | 27.04 | 1.31% | 78.20万 | | 20.55 Z | | 300655 | 晶瑞电材 | 15.34 | 1.19% | 150.29万 | | 22.98亿 | | 301319 | 唯特偶 | 47.01 | 1.10% | 11.74万 | | 5.52亿 | | 301630 | 同宇新材 | 207.70 | 1.02% | 1.40万 | | 2.91亿 ...

Core Viewpoint - Shanghai Xinyang's stock price has seen a significant increase, with a 5.11% rise on September 25, reaching 67.09 CNY per share, and a total market capitalization of 21.025 billion CNY. The stock has risen for four consecutive days, accumulating an 18.25% increase during this period [1]. Company Overview - Shanghai Xinyang Semiconductor Materials Co., Ltd. was established on May 12, 2004, and listed on June 29, 2011. The company specializes in the research, production, sales, and service of key process materials and supporting equipment for integrated circuit manufacturing and advanced packaging. It also develops and provides services for environmentally friendly and functional coatings [1]. - The revenue composition of Shanghai Xinyang includes: 74.93% from integrated circuit materials, 20.86% from coatings, 2.76% from supporting equipment and accessories for integrated circuits, 1.34% from integrated circuit electroplating processing, and 0.11% from other sources [1]. Shareholder Information - Among the top ten circulating shareholders of Shanghai Xinyang, a fund under Guolian An Fund has entered the list. The Guolian An CSI All-Index Semiconductor Products and Equipment ETF Link A (007300) acquired 2.3267 million shares, representing 0.83% of the circulating shares. The estimated floating profit today is approximately 7.5849 million CNY, with a total floating profit of 22.9177 million CNY during the four-day increase [2]. - The Guolian An CSI All-Index Semiconductor Products and Equipment ETF Link A (007300) was established on June 26, 2019, with a current scale of 1.669 billion CNY. Year-to-date returns are 48.97%, ranking 705 out of 4220 in its category; the one-year return is 127.04%, ranking 143 out of 3820; and since inception, the return is 200.75% [2].

Market Performance - The electronic chemicals sector increased by 5.44% on September 24, with Xingfu Electronics leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Highlights - Xingfu Electronics (688545) closed at 39.32, up 19.99% with a trading volume of 249,900 shares and a transaction value of 929 million [1] - Nanda Optoelectronics (300346) closed at 42.94, up 12.50% with a trading volume of 1,514,700 shares [1] - Anji Technology (610889) closed at 218.50, up 11.88% with a transaction value of 1.977 billion [1] - Other notable stocks include Grinda (603931) up 9.99% and Shanghai Xinyang (300236) up 9.71% [1] Capital Flow - The electronic chemicals sector saw a net inflow of 1.278 billion from institutional investors, while retail investors experienced a net outflow of 561 million [2][3] - The main stocks with significant net inflows include Nanda Optoelectronics with 190 million and Xingfu Electronics with 143 million [3] Individual Stock Performance - Nanda Optoelectronics had a net inflow of 1.90 billion from institutional investors, while retail investors had a net outflow of 1.21 billion [3] - Xingfu Electronics experienced a net inflow of 1.43 billion from institutional investors, with retail investors seeing a net outflow of 557 million [3] - Other stocks like Zhongjuxin (688549) and Rongda Photosensitive (300576) also reported significant net inflows from institutional investors [3]

Core Viewpoint - The A-share market is experiencing a strong performance in the photolithography machine concept stocks, indicating a positive trend in this sector [1] Group 1: Stock Performance - Shanghai Xinyang has increased by over 13% [1] - Huasoft Technology and Zhangjiang Hi-Tech have both reached the daily limit of 10% increase [1] - Chipsource Microelectronics has risen nearly 10% [1] - Other companies such as United Chemical, Anji Technology, Tongcheng New Materials, Nanda Optoelectronics, Zhongrun Optics, Fuchuang Precision, and Yake Technology have all seen increases of over 5% [1]

申万菱信中证1000指数增强A（017067）基金经理为刘敦、夏祥全。 9月24日，上海新阳涨5.1%，截至发稿，报61.15元/股，成交5.77亿元，换手率3.47%，总市值191.63亿 元。上海新阳股价已经连续3天上涨，区间累计涨幅7.78%。 截至发稿，刘敦累计任职时间7年352天，现任基金资产总规模34.57亿元，任职期间最佳基金回报 65.93%， 任职期间最差基金回报-70.72%。 资料显示，上海新阳半导体材料股份有限公司位于上海市松江区思贤路3600号，成立日期2004年5月12 日，上市日期2011年6月29日，公司主营业务涉及一类为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,并为客户提供整体化解决方案。另一类为环保型、功能性涂料的研 发、生产及相关服务业务,并为客户提供专业的整体涂装业务解决方案。主营业务收入构成为：集成电 路材料74.93%，涂料品20.86%，集成电路材料配套设备及配件2.76%，集成电路电镀加工1.34%，其他 0.11%。 从基金十大重仓股角度 数据显示，申万菱信基金旗下1只基金重仓上海新阳。申万菱信中证1000指数增强A（01706 ...

证券日报网讯上海新阳（300236）9月23日在互动平台回答投资者提问时表示，截至9月10日公司股东 39497户。 ...

Investment Rating - The report maintains an "Outperform" rating for the oil and petrochemical sector [1]. Core Viewpoints - Geopolitical risks in the Middle East and Ukraine are supporting oil prices, which are expected to remain volatile in the short term. The report notes that WTI crude futures saw a slight increase of 0.03%, while Brent crude futures decreased by 0.33% during the specified period [6]. - OPEC+ is pushing for increased production despite low international oil prices, aiming to regain market share, which may lead to further pressure on global oil supply [6]. - The demand side shows significant crude oil inventory reductions in the U.S., with gasoline also experiencing a drawdown, providing some support for oil prices. However, as the summer travel season ends, refined oil consumption is expected to shift from peak to off-peak [6]. - In the fluorochemical sector, popular refrigerants like R32 and R134a continue to see price increases due to tight supply and steady demand from downstream industries such as automotive and air conditioning [6]. - The report highlights the strong growth in China's automotive production and sales, which increased by 13.0% and 16.4% year-on-year, respectively, in August 2025, boosting demand for refrigerants [6]. Summary by Sections Oil and Petrochemical - Geopolitical tensions are providing short-term support for oil prices, with WTI and Brent prices showing mixed trends [6]. - OPEC+ discussions on production capacity are ongoing, with a focus on regaining market share despite low prices [6]. - U.S. crude oil inventory reductions and seasonal shifts in refined oil consumption are influencing market dynamics [6]. Fluorochemical - The market for refrigerants remains tight, with prices for R32 and R134a continuing to rise [6]. - Demand from the automotive and air conditioning sectors is supported by government policies promoting consumption [6]. - The reduction in production quotas for second-generation refrigerants is expected to tighten supply further [6]. Investment Recommendations - The report suggests focusing on the oil and petrochemical sector, fluorochemical sector, and semiconductor materials. It highlights the resilience of major domestic oil companies in the face of price volatility and recommends monitoring companies like China National Petroleum, Sinopec, and CNOOC [7]. - In the fluorochemical sector, companies leading in third-generation refrigerant production and upstream fluorite resources are recommended for investment [7]. - The semiconductor materials sector is also highlighted for its positive trends in inventory reduction and domestic substitution [7].

Market Overview - The electronic chemicals sector increased by 2.04% on September 19, with Tongyu New Materials leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Key stocks in the electronic chemicals sector showed significant price increases, with Tongyu New Materials rising by 12.14% to a closing price of 212.40 [1] - Other notable performers included Tiantong Co., which increased by 10.03%, and Xilong Science, which rose by 10.02% [1] Capital Flow - The electronic chemicals sector saw a net inflow of 1.073 billion yuan from institutional investors, while retail investors experienced a net outflow of 579 million yuan [2] - Tiantong Co. attracted the highest net inflow from institutional investors at 732 million yuan, while retail investors had a net outflow of 387 million yuan [2] - Xilong Science also saw significant institutional support with a net inflow of approximately 297 million yuan [2]

Core Viewpoint - The advancement of semiconductor localization has led to the emergence of several strong companies in the photoresist sector, providing high-quality products that empower the rapid development of the semiconductor industry [1] Company Summaries - **Jiu Ri New Materials (Stock Code: 688199)**: Jiu Ri New Materials has established a full industry chain layout, becoming the world's largest supplier of photoinitiators and a potential dark horse in the photoresist field. With over 20 years of experience in chemical synthesis and process optimization, the company has developed more than 30 semiconductor photoresist formulations, achieving bulk supply after successful testing by downstream customers. The order volume has reached a ton-level scale, with photoinitiators achieving large-scale sales across various sectors including display panels and semiconductor chip production [3] - **Rongda Photosensitive (Stock Code: 300576)**: Rongda Photosensitive focuses on the research, production, and sales of photoresist products, primarily G-line and I-line photoresists. The company plans to launch its semiconductor photoresist production line in 2025, targeting the packaging market [4] - **Tongcheng New Materials (Stock Code: 603650)**: Tongcheng New Materials operates as a platform enterprise for new materials, covering photoresists (semiconductor/display), specialty rubber additives, and biodegradable materials. Its subsidiary, Beijing Kehua, focuses on semiconductor photoresists, achieving a high domestic market share for KrF photoresists, while ArF photoresists have passed customer validation and are in continuous mass production. EUV packaging photoresists are currently in the research and development stage [5] - **Nanda Optoelectronics (Stock Code: 300346)**: Nanda Optoelectronics' main business includes advanced precursor materials, electronic special gases, photoresists, and supporting materials. Its semiconductor materials cover ArF photoresists and electronic special gases, applicable in the manufacturing of chips with a process node of 28nm and above [6] - **Shanghai Xinyang (Stock Code: 300236)**: Shanghai Xinyang is dedicated to providing integrated solutions for key process materials, supporting equipment, application processes, and on-site services for integrated circuits. Its product offerings include KrF photoresists, wafer-level packaging photoresists, electroplating solutions, and cleaning agents, serving the manufacturing of storage and logic chips [7]