（文章来源：证券日报） 证券日报网讯 8月25日晚间，上海新阳发布公告称，近日，上海新阳半导体材料股份有限公司接到全资 子公司合肥新阳半导体材料有限公司的通知，根据经营管理需要，合肥新阳将法定代表人由王福祥先生 变更为王溯先生。合肥新阳已完成工商变更登记手续，取得了合肥市市场监督管理局换发的《营业执 照》。 ...

合肥新阳已完成工商变更登记手续，取得了合肥市市场监督管理局换发的 《营业执照》，相关登记信息如下： 统一社会信用代码：91340100MA2UC9F622 证券代码：300236 证券简称：上海新阳 公告编号：2025-052 上海新阳半导体材料股份有限公司 关于全资子公司完成工商变更登记的公告 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。 近日，上海新阳半导体材料股份有限公司接到全资子公司合肥新阳半导体材 料有限公司（以下简称"合肥新阳"）的通知，根据经营管理需要，合肥新阳将 法定代表人由王福祥先生变更为王溯先生。 成立日期：2019 年 12 月 03 日 住 所：安徽省合肥市新站区高峰路 236 号 经营范围：从事半导体材料的制造、加工、销售及技术咨询服务；从事与电 子科技、信息科技相关的材料的制造、加工、销售及技术咨询服务；自营和代理 各类商品及技术的进出口业务（国家限定企业经营或禁止进出口的商品和技术除 外）。（依法须经批准的项目，经相关部门批准后方可开展经营活动） 特此公告。 上海新阳半导体材料股份有限公司 董事会 2025 年 8 月 25 日 ...

芯片股，再度爆发！ 今日午后，盛科通信、芯原股份、上海新阳、寒武纪等芯片股集体拉升，激活了市场人气。随后，A股主要指数探底回升， 沪指涨幅超1%，科创50指数更是大涨超3%。 | 代码 | 名称 | . | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688702 | 盛科通信-U | K | 20.00 | 111.00 | 18.50 | 111.00 | | | 873726 | 卓兆点胶 | R | 19.67 | 51.83 | 8.52 | 51.83 | 51.85 | | 688798 义为电子 | | K | 15.85 | 94.30 | 12.90 | 94.30 | 94.40 | | 688521 芯原股份 | | K | 15.52 | 147.04 | 19.76 | 147.04 | 147.05 | | 831526 凯华材料 | | R | 13.90 | 36.96 | 4.51 | 36.89 | 36.96 | | 688709 成都华微 | | K | 1 ...

上海新阳最新一期业绩显示，截至2025一季报，公司营业总收入4.34亿元、同比增长45.89%，归属净利 润5118.19万元，同比增长171.06%，扣非净利润4719.91万元，同比增长51.92%，流动比率2.355、速动 比率1.967、资产负债率23.49%。 天眼查商业履历信息显示，上海新阳半导体材料股份有限公司，成立于2004年，位于上海市，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31338.1402万人民币，实缴资本 31338.14万人民币。公司法定代表人为王溯。 金融界消息 截至2025年8月13日收盘，上海新阳（300236）报收于47.18元，上涨0.28%，换手率 8.64%，成交量24.07万手，成交金额11.49亿元。 资金流向方面，今日主力资金净流出3180.18万元，占比成交额2.77%。其中，超大单净流出5413.82万 元、占成交额4.71%，大单净流入2233.64万元、占成交额1.94%，中单净流出流入361.48万元、占成交 额0.31%，小单净流入2818.71万元、占成交额2.45%。 通过天眼查大数据分析，上海新阳半导体材料股份有 ...

天眼查商业履历信息显示，上海新阳半导体材料股份有限公司，成立于2004年，位于上海市，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31338.1402万人民币，实缴资本 31338.14万人民币。公司法定代表人为王溯。 通过天眼查大数据分析，上海新阳半导体材料股份有限公司共对外投资了28家企业，参与招投标项目70 次，知识产权方面有商标信息7条，专利信息414条，此外企业还拥有行政许可106个。 来源：金融界 金融界消息 截至2025年8月8日收盘，上海新阳（300236）报收于43.25元，下跌2.39%，换手率3.16%， 成交量8.80万手，成交金额3.84亿元。 资金流向方面，今日主力资金净流出3081.43万元，占比成交额8.03%。其中，超大单净流出2070.82万 元、占成交额5.4%，大单净流出1010.61万元、占成交额2.63%，中单净流出流入1155.58万元、占成交 额3.01%，小单净流入1925.85万元、占成交额5.02%。 上海新阳最新一期业绩显示，截至2025一季报，公司营业总收入4.34亿元、同比增长45.89%，归属净利 润5118.19万元，同 ...

证券日报网讯上海新阳（300236）8月8日在互动平台回答投资者提问时表示，截至7月31日公司股东 38561户。 ...

Group 1 - The core point of the article is that Shanghai Xinyang (300236) clarified the source of shares for its employee stock ownership plan, indicating that these shares were repurchased from the secondary market in previous years [1] - The shares used for the first phase of the employee stock ownership plan are subject to specific rules, which state that the unvested portion cannot yield any benefits [1]

Key Points Summary - The article emphasizes the critical role of packaging materials in the integrated circuit industry, accounting for 40%-60% of total packaging costs, and highlights the urgent need for domestic alternatives due to foreign monopolies in high-end materials [3][6]. Group 1: Importance of Materials - Packaging materials are a key bottleneck in the development of the integrated circuit industry, comprising 40%-60% of total packaging costs [3][6]. Group 2: Urgency for Domestic Alternatives - High-end materials are dominated by Japanese and American companies, with low domestic production rates: photoresists (<2%), PSPI (93% by four foreign companies), and silicon powder (70% by Japanese companies) [3]. - The "Made in China 2025" policy is driving local companies to achieve technological breakthroughs, such as Dinglong Co. and Shanghai Xinyang [3]. Group 3: High-Growth Segments - Photo-sensitive materials: The global PSPI market is expected to grow at a CAGR of 25.16%, reaching $2.032 billion by 2029; the Chinese market for photoresists is projected to reach $5.95 million by 2025 [3][18]. - Epoxy molding compounds (EMC): The global market is expected to reach $9.9 billion by 2027, with advanced packaging EMC growing even faster [3]. - Silicon powder: The Chinese market is projected to grow at a CAGR of 22.3%, reaching $5.5 billion by 2025 [3]. - Electroplating and polishing liquids: Global copper electroplating liquids are expected to grow at a CAGR of 10.79%, while CMP polishing liquids in China are expected to grow at 15% [3]. Group 4: Core Materials and Technical Barriers - Photo-sensitive materials: PSPI and BCB are mainstream media for wafer-level packaging, with PSPI being a trend [3]. - Temporary bonding adhesives and underfill materials are critical for 3D packaging, with a market CAGR of 8.2% [3]. - TSV materials are dominated by foreign companies, with the highest cost share (34% for temporary bonding and electroplating) [3]. Group 5: Key Domestic Enterprises - Key players in photo-sensitive materials include Dinglong Co. (mass production of PSPI) and Qiangli New Materials (in certification phase) [3]. - In epoxy molding compounds, Huahai Chengke and Hengsu Huawai are notable companies [3]. - For silicon powder, Lianrui New Materials is focusing on domestic alternatives [3]. - In photoresists and electroplating liquids, Shanghai Xinyang and Tongcheng New Materials are key players [3]. - The fields with low domestic production rates (under 10%) include photoresists, PSPI, spherical silicon powder, and TSV materials, indicating significant replacement potential [3]. Group 6: Investment Logic - Focus on high-growth areas (PSPI, silicon powder), high barriers (photoresists), and high domestic replacement potential (EMC, electroplating liquids) [3].

Market Overview - A-shares experienced narrow fluctuations on July 25, with the Shanghai Composite Index down 0.10%, the Shenzhen Component down 0.20%, and the ChiNext Index down 0.21% [1] - The market showed active sectors including photolithography materials, with stocks like ASMC hitting the daily limit, and a rebound in the banking sector led by Ningbo Bank [1] - Declining sectors included Hainan concept stocks, diversified finance, and engineering materials, with coal mining, steel, liquor, and electric grid showing significant declines [1] Sector Highlights - The photolithography sector was notably active, with ASMC hitting the daily limit and other companies like Kangpeng Technology and Shanghai Xinyang also rising [2] - A significant development in extreme ultraviolet (EUV) photolithography materials was reported by Tsinghua University, which could provide new design strategies for advanced semiconductor manufacturing [2] Institutional Insights - Shenwan Hongyuan indicated that the necessary conditions for a bull market are gradually accumulating, with a favorable outlook for Q4 2025 as the market transitions towards 2026 expectations [3] - The focus on low-valuation cyclical stocks is recommended in the short term, while mid-term strategies should target midstream manufacturing sectors that may benefit from improving economic conditions and supply-side reforms [3] - Industrial rotation is expected to continue, with a focus on structural main lines as macroeconomic conditions remain stable, according to Industrial Securities [4] - Dongguan Securities noted that since the end of June, the total market value of A-shares has remained above 100 trillion yuan, reflecting market expansion and confidence in China's capital market [5]

Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, particularly in the photolithography equipment sector, with companies like Dongfang Jiasheng reaching their daily limit increase in stock price [1] Group 1: Market Performance - The semiconductor supply chain saw a notable rise, with Dongfang Jiasheng hitting the daily limit increase and other companies such as Maolai Optics and Zhongying Electronics rising nearly 10% [1] - Other companies in the sector, including Huicheng Vacuum, Shanghai Xinyang, Huahong Company, Kaimeteqi, and SMIC, also experienced stock price increases [1] Group 2: Industry Forecast - SEMI (Semiconductor Equipment and Materials International) predicts that the total sales of semiconductor manufacturing equipment by original equipment manufacturers (OEMs) will reach a record high of $125.5 billion by 2025, representing a year-on-year growth of 7.4% [1]