Core Viewpoint - The demand for electroplating solutions in China is continuously growing, driven by rapid developments in downstream applications such as electronics, automotive, and aerospace, particularly in high-end sectors like semiconductor packaging and PCB manufacturing [1][12]. Industry Overview - Electroplating solutions are composed of metal ions, electrolytes, and additives, essential for the electroplating process, directly affecting the quality and properties of the plated layer [3][4]. Industry Development History - The Chinese electroplating solution industry has evolved through four stages: initial establishment in the 1950s-1970s, rapid development from the 1980s-2000s, maturity and transformation in the 2000s-2010s, and modernization and upgrading from the 2010s to present [4][5]. Market Size - The market size for electroplating solutions in China is projected to reach 3.779 billion yuan in 2024, with a year-on-year growth of 9.16%, and is expected to grow to 4.611 billion yuan by 2026, with a growth rate of 10.79% [12]. Key Enterprises - The competitive landscape of the electroplating solution industry is characterized by both diversification and concentration, with leading companies like Shanghai Xinyang and Jiangsu Aisen dominating the high-end market through strong R&D capabilities and technological advancements [14][16]. Industry Development Trends 1. **Sustained Market Demand Growth**: The demand for high-performance electroplating solutions is expected to increase significantly, particularly in advanced fields such as semiconductor manufacturing and new energy vehicles [20]. 2. **Accelerated Technological Progress and Domestic Substitution**: Domestic companies are making significant advancements in high-end electroplating solutions, reducing reliance on imports and enhancing competitiveness in the global market [21]. 3. **Stricter Environmental Policies**: The industry is moving towards greener and more sustainable practices due to increasing environmental regulations, with a focus on developing eco-friendly electroplating solutions and waste treatment technologies [22].

证券代码：300236 证券简称：上海新阳 公告编号：2025-045 上海新阳半导体材料股份有限公司 关于对外投资股权投资基金进展暨完成备案登记的公告 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。 一、对外投资基本情况 为充分把握市场机遇，拓宽公司投资渠道，上海新阳半导体材料股份有限 公司（以下简称"公司"）以自有资金参与由中芯聚源私募基金管理（上海） 有限公司（以下简称"中芯聚源"）发起设立的股权投资基金。该股权基金名 称为聚源启新股权投资基金（无锡）合伙企业（有限合伙）（以下简称"启新 基金"）。启新基金认缴出资总额为人民币80,000万元，其中公司作为有限合伙 人认缴出资人民币3,000万元，占认缴出资总额的3.75%。具体内容详见公司于 2025年05月19日发布在巨潮资讯网（www.cninfo.com.cn）上的《关于公司拟 对外投资股权投资基金的公告》。 管理人名称：中芯聚源私募基金管理（上海）有限公司 托管人名称：中国农业银行股份有限公司 备案编码：SAZY22 备案日期：2025年06月24日 公司将根据基金的后续进展情况，按照有关法律法 ...

Core Viewpoint - The article highlights the significant growth and advancements in the semiconductor photoresist industry, showcasing various companies' performance and R&D capabilities in this sector. Group 1: Business Performance - Tongcheng New Materials achieved a 50.43% year-on-year increase in semiconductor photoresist revenue for 2024, with ArF photoresist passing customer validation and generating revenue [1] - Aisen Semiconductor reported a 37.68% year-on-year growth in photoresist and supporting reagent revenue for 2024, with significant market penetration in advanced packaging negative photoresist [2] - Shanghai Xinyang's photoresist products saw an overall revenue increase of over 100% year-on-year, with multiple KrF photoresists achieving bulk sales [4] - Nanda Optoelectronics experienced a breakthrough of over 80% year-on-year growth in photoresist business, with several ArF products validated by customers [6] - Jingrui Electric Materials reported a nearly 30% year-on-year growth in photoresist business for 2024, maintaining a strong market position with its UV wide-spectrum photoresists [5] Group 2: R&D Capabilities - Tongcheng New Materials has nearly 50 semiconductor photoresist R&D projects, with half validated by users and some entering small-scale production [2] - Aisen Semiconductor is advancing its PSPI photoresist product certifications and has formed an expert team for KrF photoresist development [3] - Shanghai Xinyang is enhancing its R&D and industrialization of high-end photoresists for integrated circuit manufacturing, focusing on 3D NAND, DRAM, and logic advanced processes [5] - Nanda Optoelectronics is developing high-resolution photoresists for 300mm wafers below 90nm and aims to establish a proprietary patent system [6] - Jingrui Electric Materials is collaborating with Sinopec Group on ArF high-end photoresists and has multiple R&D projects underway for various photoresist applications [7] Group 3: Industry Events - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts, scholars, and industry representatives to discuss advancements and challenges in lithography technology and materials [9]

证券代码：300236 证券简称：上海新阳 公告编号：2025-044 分配预案公布后至实施前，公司总股本（即：扣除公司股票回购专用证券 账户持股数后的股本数）发生变动的，将按照"现金分红总额不变"的原则， 按照公司新的总股本计算的分配比例实施。 及调整原则一致。 二、本次实施的权益分派方案 本公司2024年年度权益分派方案为：以公司现有总股本剔除已回购股份 币现金（含税；扣税后，通过深股通持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券投资基金每10股派2.340000元；持有首发 后限售股、股权激励限售股及无限售流通股的个人股息红利税实行差别化税率 征收，本公司暂不扣缴个人所得税，待个人转让股票时，根据其持股期限计算 应纳税额【注】；持有首发后限售股、股权激励限售股及无限售流通股的证券投 资基金所涉红利税，对香港投资者持有基金份额部分按10%征收，对内地投资者 持有基金份额部分实行差别化税率征收）。 本次权益分派后除权除息参考价公式为：除权除息日的前一收盘价-每股现 金红利=除权除息日的前一收盘价-0.2584362。 一、股东大会审议通过权益分派方案的情况 回购专用证券账 ...

证券代码：300236 证券简称：上海新阳 公告编号：2025-044 上海新阳半导体材料股份有限公司 2024年度权益分派实施公告 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。 特别提醒 截至本公告日，上海新阳半导体材料股份有限公司（以下简称"公司"）总 股本为313,381,402股，公司回购专用证券账户中的股份数为1,884,844股。根 据《公司法》的规定，公司回购专用证券账户中的股份不参与2024年度权益分 派，本次实际参与权益分派的股份数为311,496,558股。 本次权益分派实施后，按公司总股本折算每10股现金分红比例计算如下： 按总股本折算每10股现金分红比例=本次实际现金分红总额/(公司总股本/10)= 311,496,558×0.26/(313,381,402/10)=2.584362（实际现金分红总额及按总股 本折算每股现金分红比例时保留小数点后六位数，最后一位直接截取，不四舍 五入）。 本次权益分派后除权除息参考价公式为：除权除息日的前一收盘价-每股现 金红利=除权除息日的前一收盘价-0.2584362。 一、股东大会审议通过权益分 ...

证券代码：300236 证券简称：上海新阳 公告编号：2025-043 上海新阳半导体材料股份有限公司 关于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。 近日，上海新阳半导体材料股份有限公司（以下简称"公司"）接到江苏考 普乐新材料有限公司（以下简称"考普乐"）的通知，因日常经营需要，考普乐 已完成经营范围变更的工商登记手续，并取得常州市高新技术产业开发区（新北 区）政务服务管理办公室换发的《营业执照》，相关登记信息如下： 统一社会信用代码：91320400768252379G 名 称：江苏考普乐新材料有限公司 请广大投资者理性投资，注意风险。 特此公告。 上海新阳半导体材料股份有限公司 董事会 类 型：有限责任公司 住 所：常州市新北区滨江经济开发区滨江二路 1 号 法定代表人：蒋莉丽 注册资本：5896 万元整 成立日期：2004 年 11 月 03 日 经营范围：许可项目：危险化学品生产(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，具体经营项目以审批结果为准)一般项目：涂料制造 (不含危险化学品)；涂料销售(不 ...

北京市隆安律师事务所上海分所 关于上海新阳半导体材料股份有限公司 2024 年度股东大会的 法律意见书 北京市隆安律师事务所上海分所 www.longanlaw.com 二〇二五年五月 关于上海新阳半导体材料股份有限公司 2024 年度股东大会的法律意见书 北京市隆安律师事务所上海分所 关于上海新阳半导体材料股份有限公司 2024 年度股东大会的 致：上海新阳半导体材料股份有限公司 北京市隆安律师事务所上海分所（以下简称"本所"）接受上海新阳半导体 材料股份有限公司（以下简称"公司"）委托，就公司召开 2024 年度股东大会 （以下简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《上市公司股东大会规则》（以下简称"《股东大会规 则》"）等法律、法规、规章和其他规范性文件以及《上海新阳半导体材料股份 有限公司章程》（以下简称"《公司章程》"）的有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业 务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履 行了法定职责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所 ...

证券代码：300236 证券简称：上海新阳 公告编号：2025-042 上海新阳半导体材料股份有限公司 2024年度股东大会决议公告 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。 现场会议召开日期和时间：2025年5月29日（星期四）14:00； 特别提示： 1．本次股东大会未涉及变更前次股东大会决议； 2、本次股东大会以现场投票和网络投票相结合的方式召开，中小投资者单 独计票。 一、会议召开和出席情况 1、会议届次：2024年度股东大会 2、会议召集人：上海新阳半导体材料股份有限公司董事会 3、会议召开的合法、合规性：经公司第六届董事会第四次会议审议通过，决 定召开2024年度股东大会，召集程序符合有关法律、行政法规、部门规章、规范 性文件和公司章程的规定。 4、会议召开日期和时间： 网络投票日期和时间：2025年5月29日。其中，通过深圳证券交易所交易系统 进行网络投票的时间为2025年5月29日9:15-9:25，9:30-11:30和 13:00-15:00；通过 深圳证券交易所互联网系统投票的具体时间为2025年5月29日9:15-15:00。 5 ...

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors on recent corporate actions and developments. Group 1: Corporate Announcements - Kweichow Moutai's shareholders approved a profit distribution plan for 2024, proposing a cash dividend of 276.24 yuan per 10 shares, totaling 34.672 billion yuan [3] - Weir Shares plans to change its name to "Haowei Group" and its stock abbreviation to "Haowei Group," pending shareholder approval [4] - Weili intends to transfer 100% equity of its subsidiary Dunhua Zhongneng to Chengfa Environment for a total consideration of approximately 323 million yuan [6] - Wanrun New Energy signed a business cooperation agreement with CATL to supply lithium iron phosphate products, with an estimated total supply of about 1.3231 million tons from 2025 to 2030 [7] - Shouhua Gas plans to purchase bauxite resources through market means, with a financing application of up to 2 billion yuan [8] Group 2: Regulatory and Compliance - Gao Neng Environment received an administrative regulatory decision from the Beijing Securities Regulatory Bureau due to insufficient impairment testing and inaccurate disclosures [9] - ST Shilong applied to revoke its other risk warning status, indicating compliance with relevant regulations [14] Group 3: Mergers and Acquisitions - Huixin Electronics plans to acquire 67.91% of Baode Computer through a combination of cash and stock issuance, enhancing its position in the IT infrastructure sector [19] - Kangping Technology intends to acquire 100% of Sulu Electronics for 198 million yuan to expand its electric tools business [23] - Xinjiang Haoyuan plans to change its name to "Wanqing Energy" to better reflect its business structure [26] Group 4: Financing and Investments - Shanghai Xinyang plans to invest 30 million yuan in the establishment of the Qixin Fund, focusing on high-tech sectors [12] - Taihe Co. intends to invest up to 150 million USD (approximately 1.082 billion yuan) in a pesticide and functional chemicals project in Egypt [28] Group 5: Strategic Partnerships and Contracts - Dongzhu Ecology signed a 3.5 billion yuan EPC contract for land consolidation in Laos [30] - Youa Co. signed a strategic cooperation framework agreement with Changsha Guokong Capital and Tsinghua Electronics Institute to promote the semiconductor industry [32] Group 6: Shareholder Actions - Wanfeng Co. plans to reduce its stake by up to 1.75% through block trading [35] - Tuoershi's controlling shareholder intends to reduce its stake by up to 2% [36]

Group 1 - Company Weili plans to transfer 100% equity of its wholly-owned subsidiary Dunhua Zhongneng Environmental Power Co., Ltd. to Chengfa Environment for a total consideration of approximately 323 million yuan, which includes a transfer price of 100 million yuan and shareholder loans of about 223 million yuan [3] - Company Wanrun New Energy has signed a business cooperation agreement with CATL to supply lithium iron phosphate products, with an estimated total supply of approximately 1.32 million tons from May 2025 to 2030, and a commitment for monthly procurement of at least 80% of the agreed supply [4] - Company Shouhua Gas intends to purchase bauxite resources through market-based methods, with a purchase amount not exceeding 30% of the latest audited total assets or 100% of net assets within 12 months [5] Group 2 - Company Gaon Environment received an administrative regulatory decision from the Beijing Securities Regulatory Bureau due to insufficient basis for goodwill impairment and inaccurate disclosure of related party transactions, resulting in a warning letter issued to the company and its key personnel [6] - Company Hongxin Electronics' subsidiary signed two contracts for computing power services and hardware procurement, with total contract amounts of 177 million yuan and 385 million yuan respectively, enhancing the company's market share in the AI business [7] - Company Shanghai Xinyang plans to invest 30 million yuan in the establishment of the Qixin Fund, focusing on investments in semiconductor, integrated circuits, AI, new materials, and advanced manufacturing sectors [8] Group 3 - Company Baiyunshan's subsidiary Guangzhou Pharmaceutical will be listed on the New Third Board starting May 20, 2025 [9] - Company Jincheng signed a service agreement for underground mining operations at the Komakau Copper Mine, with a total contract value of approximately 805 million USD over a five-year period [11] - Company Dongzhu Ecology signed an EPC general contracting agreement worth approximately 3.5 billion yuan for a land consolidation project in Laos, with a contract duration of three years [12] Group 4 - Company Youa signed a strategic cooperation framework agreement with Changsha Guokong Capital and Tsinghua Electronics Institute to promote the semiconductor industry upgrade in Changsha [13] Group 5 - Company Wanfeng plans to reduce its shareholding by up to 1.75% through block trading [15] - Company Hexing Packaging intends to repurchase shares worth between 50 million to 100 million yuan for employee stock ownership plans, with a maximum repurchase price of 4.67 yuan per share [17] - Company Zhaoxun Media plans to repurchase shares worth between 100 million to 200 million yuan for employee stock ownership plans, with a maximum repurchase price of 14.8 yuan per share [18]