证券日报网讯 2月2日，新莱应材（300260）在互动平台回答投资者提问时表示，公司严格按照法律法 规履行信息披露义务。 ...

证券日报网讯 2月2日，新莱应材在互动平台回答投资者提问时表示，公司虽未直接从事洁净室的施工 建设业务，但核心产品与洁净室业务紧密相关，且在泛半导体、生物医药、食品安全三大领域均通过洁 净室施工类工程公司开展厂务端合作，而厂务端合作正是公司参与洁净室配套业务的核心载体。公司主 营产品为真空腔体、管道、管件、泵阀、法兰等，属于高洁净流体管路系统、超高真空系统和超高洁净 气体管路系统的关键组件，是洁净室配套建设的重要组成部分。公司全资子公司山东碧海包装材料有限 公司及公司全资孙公司山东碧海机械科技有限公司，主营产品为用于牛奶及果汁等液态食品的纸铝塑复 合无菌包装材料、液态食品无菌灌装机械及相关配套设备。公司一直专注于超高洁净应用材料的研究、 制造与销售，是国内为数不多覆盖泛半导体、生物医药、食品安全三大领域的高洁净应用材料制造商。 公司高洁净应用材料可以服务于泛半导体、生物医药、食品安全三大领域设备供应商和终端制造商，设 备端客户以直供的方式与客户合作；在厂务端，公司均可以通过各领域的洁净室施工方——工程公司间 接供给最终用户（多为最终用户指定），这也是公司参与各领域洁净室配套建设的重要模式。 （文章来源：证券日 ...

Core Viewpoint - The lithography machine sector experienced a decline of 0.79%, with significant losses in companies such as Meike Technology, Chipone Microelectronics, and Kema Technology, while some companies like Tengjing Technology, Su Da Weige, and Dazhu Laser saw gains of 20.00%, 3.54%, and 3.48% respectively [1][2]. Group 1: Market Performance - The lithography machine concept ranked among the top decliners in the market, with a drop of 0.79% [1][2]. - The sector saw a net outflow of 1.017 billion yuan, with 36 stocks experiencing net outflows, and 7 stocks exceeding 100 million yuan in outflows [2]. - Zhangjiang Hi-Tech led the outflows with a net outflow of 261 million yuan, followed by Xinlai Materials and Jingfang Technology with outflows of 235 million yuan and 207 million yuan respectively [2]. Group 2: Individual Stock Performance - Tengjing Technology led the gainers in the lithography machine sector with a rise of 20.00%, followed by Su Da Weige and Dazhu Laser with increases of 3.54% and 3.48% respectively [1][5]. - The top decliners included Kema Technology with a drop of 5.31%, Chipone Microelectronics down 5.45%, and Meike Technology down 7.16% [3][4]. - The trading volume for Zhangjiang Hi-Tech was 2.53%, while Kema Technology had a turnover rate of 8.20% [3][4].

光刻机概念股短线拉升，茂莱光学涨近10%，波长光电涨超8%，新莱应材、张江高科、蓝英装备纷纷 拉升。 ...

Group 1 - The lithography machine concept sector rose by 3.28%, ranking fifth among concept sectors, with 41 stocks increasing in value, including Meike Technology which hit the daily limit up of 20% [1] - Notable gainers in the sector included Huachen Equipment, Fuchuang Precision, and Zhongrun Optical, with increases of 9.63%, 9.39%, and 8.61% respectively [1] - The sector experienced a net inflow of 949 million yuan from main funds, with 30 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [1] Group 2 - The top stocks by net inflow included Dazhu Laser with a net inflow of 190 million yuan, followed by Jingfang Technology, Tengjing Technology, and Xinlai Materials with net inflows of 187 million yuan, 170 million yuan, and 158 million yuan respectively [1] - The highest net inflow ratio was seen in *ST and Ke, Meike Technology, and Hongtian Co., with net inflow ratios of 95.45%, 15.68%, and 11.16% respectively [2] - The trading volume and turnover rates for key stocks in the lithography machine sector showed significant activity, with Dazhu Laser at a turnover rate of 5.66% and Jingfang Technology at 11.26% [2][3]

Group 1 - Nanda Optoelectronics is a core enterprise in the semiconductor materials field, focusing on the R&D and mass production of ArF photoresists, having achieved breakthroughs that disrupt the monopoly of Japanese and American companies in the mid-to-high-end photoresist market [1][38][39] - The company has established deep cooperation with foundries in the Yangtze River Delta and has successfully validated its ArF photoresist for 28nm processes, leading to significant order growth and capacity expansion following the introduction of U.S. semiconductor tariffs in 2026 [1][39] - The National Big Fund has provided financial support for its photoresist projects, enhancing its first-mover advantage in the domestic photoresist market [1][39] Group 2 - Tongcheng New Materials, based in Shanghai, is a leading domestic rubber additive company that has entered the photoresist market through the acquisition of Beixu Electronics, focusing on the R&D and production of KrF photoresists [2][40] - The company has established stable partnerships with major domestic foundries, achieving large-scale production of KrF photoresists widely used in memory chips and power devices [2][40] - Plans for an H-share listing in 2026 aim to raise funds for high-end photoresist R&D and capacity expansion, further enhancing its competitive edge in the domestic market [2][40] Group 3 - Dinglong Co., headquartered in Wuhan, is a leader in printing and copying consumables, diversifying into semiconductor materials with a focus on polishing pads and supporting materials for photoresists [3][41] - The company has established close cooperation with major foundries like SMIC, achieving import substitution for its CMP polishing pads, which supports its photoresist business [3][41] - Following the U.S. semiconductor tariffs, there has been a surge in demand for localized supporting materials, leading to increased orders for its photoresist and related products [3][41] Group 4 - Yake Technology, located in Jiangsu, has entered the semiconductor photoresist market through the acquisition of South Korea's UP Chemical, focusing on KrF and ArF photoresists [4][42] - The company has integrated the technical advantages of the Korean team with domestic market resources, positioning itself as a core supplier of mid-to-high-end photoresists in the global semiconductor supply chain [4][42] - The electronic specialty gas business complements its photoresist offerings, providing a one-stop material solution for foundries [4][42] Group 5 - Dongcai Technology, based in Sichuan, specializes in high polymer resin materials for photoresists, leveraging its chemical industry foundation in the Southwest [5][43] - The company has achieved batch supply of resin products for various photoresist models, including G/I line and KrF, validated by multiple domestic photoresist manufacturers [5][43] - The demand for localized raw materials has surged following the U.S. semiconductor tariffs, leading to increased production capacity and a focus on high-end resin materials for ArF photoresists [5][43] Group 6 - Lianhong New Materials, located in Shandong, produces core raw materials such as monomers and solvents for photoresists, achieving low-cost production with quality meeting import standards [6][44] - The company has established long-term partnerships with downstream photoresist manufacturers, enhancing product adaptability and market share [6][44] - The acceleration of domestic substitution due to U.S. tariffs has led to a significant increase in orders for its photoresist raw materials [6][44] Group 7 - Shengquan Group, based in Shandong, focuses on developing phenolic and epoxy resins for photoresists, achieving breakthroughs in green and high-performance materials [7][45] - The company has become a core supplier for downstream photoresist manufacturers, benefiting from the growing demand for upstream resin materials following the U.S. semiconductor tariffs [7][45] - Increased R&D investment aims to develop high-end resin materials for KrF photoresists, further extending its position in the semiconductor materials industry [7][45] Group 8 - Shanghai Xinyang, a leader in semiconductor cleaning liquids, has diversified into the photoresist market, focusing on G/I line and electroplating photoresists [8][46] - The company has achieved large-scale production of G/I line photoresists, becoming a major supplier for domestic packaging applications [8][46] - The introduction of U.S. tariffs has accelerated the domestic adoption of photoresist materials, significantly increasing order volumes for its products [8][46] Group 9 - Jingrui Electric Materials, located in Jiangsu, is a leader in microelectronic materials, with its photoresist business covering multiple models including G/I line and KrF [9][48] - The company has accumulated extensive experience in photoresist R&D and production, with KrF photoresists entering the customer validation phase [9][48] - The U.S. semiconductor tariffs have led to a significant increase in domestic procurement of photoresists, resulting in notable revenue growth for the company [9][48] Group 10 - Huamao Technology, based in Fujian, has entered the photoresist market through the acquisition of XuZhou Bokan, focusing on ArF photoresist R&D [10][49] - The company aims to leverage its technical reserves to achieve breakthroughs in the production of mid-to-high-end photoresists, particularly in automotive semiconductor applications [10][49] - The acceleration of domestic substitution due to U.S. tariffs positions the company favorably in the ArF photoresist market [10][49] Group 11 - Jingfang Technology, headquartered in Jiangsu, specializes in semiconductor packaging and testing, relying on photoresists as a core consumable in its processes [11][50] - The company is enhancing cooperation with domestic photoresist manufacturers to optimize supply chain costs amid the push for domestic substitution [11][50] - The growth in demand from automotive electronics and AIoT sectors is driving the expansion of its packaging business, indirectly benefiting from the photoresist market [11][50] Group 12 - Xinlai Yingcai, based in Jiangsu, is a leader in ultra-pure fluid equipment, providing clean production equipment for photoresist manufacturing [12][51] - The company is expanding its product offerings to include ultra-clean equipment suitable for ArF and EUV photoresist production [12][51] - The demand for clean equipment has surged following the U.S. semiconductor tariffs, leading to significant order growth [12][51] Group 13 - Hubei Yihua, located in Hubei, is a leader in basic chemicals, producing raw materials for photoresists such as chlorobenzene and phosphorus trichloride [13][53] - The company has achieved large-scale production of photoresist raw materials, benefiting from the growing demand for localized supply following U.S. tariffs [13][53] - Its integrated chemical industry advantages help reduce production costs, enhancing its competitiveness in the photoresist supply chain [13][53]

Core Viewpoint - The lithography machine concept sector has shown a positive performance with a 2.05% increase, ranking 8th among concept sectors, indicating a growing interest and investment in this area [1]. Group 1: Market Performance - The lithography machine concept saw 33 stocks rise, with notable gainers including Baidao Chemical, *ST and Ke, which hit the daily limit, and Su Da Weige, Kema Technology, and Jiangfeng Electronics, which increased by 15.05%, 12.09%, and 6.89% respectively [1]. - The sector experienced a net inflow of 467 million yuan from main funds, with 27 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2]. - The top net inflow stock was Xinlai Yingcai, with a net inflow of 151 million yuan, followed by Kema Technology, Dazhu Laser, and Baidao Chemical, with net inflows of 146 million yuan, 107 million yuan, and 92.81 million yuan respectively [2]. Group 2: Fund Flow Ratios - Stocks such as *ST and Ke, Jiuri New Materials, and Blue Ying Equipment had the highest net inflow ratios, at 25.29%, 13.92%, and 13.26% respectively [3]. - The top stocks in the lithography machine concept by net inflow included Xinlai Yingcai with a 4.57% increase and a turnover rate of 10.32%, Kema Technology with a 12.09% increase and a turnover rate of 14.61%, and Dazhu Laser with a 4.15% increase and a turnover rate of 3.86% [3][4].

Market Overview - The general equipment sector experienced a decline of 0.47% on January 15, with Daye Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Top Gainers in General Equipment Sector - Jingce Electronics (300567) saw a closing price of 119.00, with an increase of 8.10% and a trading volume of 185,800 shares [1] - Xinlei Co., Ltd. (301317) closed at 37.25, up 7.60%, with a trading volume of 91,100 shares [1] - Yingliu Co., Ltd. (603308) closed at 48.44, increasing by 5.83% with a trading volume of 266,700 shares [1] - Other notable gainers include Youlide (688628) at 36.92 (+5.79%), Tongfei Co., Ltd. (300990) at 91.37 (+5.34%), and Baonanchangke (688433) at 80.68 (+5.05%) [1] Top Losers in General Equipment Sector - Daye Co., Ltd. (603278) reported a significant drop of 10.03%, closing at 12.92 with a trading volume of 437,400 shares [2] - Aerospace Power (600343) also fell by 10.00%, closing at 44.09 with a trading volume of 905,600 shares [2] - Other major decliners include Luxin Investment (600783) at 31.95 (-10.00%), JuLi Sockets (002342) at 12.60 (-10.00%), and Snowman Group (002639) at 24.23 (-9.99%) [2] Capital Flow Analysis - The general equipment sector saw a net outflow of 4.127 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.994 billion yuan [2] - The sector experienced a net inflow of 134 million yuan from speculative funds [2] Individual Stock Capital Flow - Jingce Electronics (300567) had a net inflow of 244 million yuan from institutional investors, accounting for 11.41% of its trading volume [3] - New Lai Materials (300260) reported a net inflow of 162 million yuan, with a net outflow of 52.41 million yuan from speculative funds [3] - Other stocks with notable capital flows include Zongshen Power (001696) with a net inflow of 96.49 million yuan and a net outflow of 99.06 million yuan from retail investors [3]

Core Viewpoint - New Lai Ying Material Co., Ltd. has shown fluctuations in stock performance and financial metrics, indicating potential investment opportunities and challenges in the clean application materials sector. Group 1: Stock Performance - On January 14, New Lai Ying's stock rose by 2.02%, reaching 57.68 CNY per share, with a trading volume of 268 million CNY and a turnover rate of 1.63%, resulting in a total market capitalization of 23.522 billion CNY [1] - Year-to-date, the stock price has increased by 1.39%, but it has decreased by 6.35% over the last five trading days, increased by 14.58% over the last 20 days, and decreased by 2.99% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, New Lai Ying achieved a revenue of 2.255 billion CNY, representing a year-on-year growth of 4.31%, while the net profit attributable to shareholders decreased by 26.66% to 145 million CNY [2] - Cumulative cash dividends since the A-share listing amount to 185 million CNY, with 85.065 million CNY distributed over the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 56,400, with an average of 5,098 circulating shares per person, a decrease of 4.09% from the previous period [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, holds 7.3725 million shares, an increase of 5.5328 million shares compared to the previous period [3] - New shareholders include Huashang Credit Enhanced Bond A and Huanan Balanced Preferred Mixed A, while Dongfang Artificial Intelligence Theme Mixed A has exited the top ten circulating shareholders list [3]

证券代码：300260 证券简称：新莱应材 公告编号：2026-001 昆山新莱洁净应用材料股份有限公司 关于公司董事离任公告 本公司及董事会全体成员保证本公告内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 昆山新莱洁净应用材料股份有限公司（以下简称"公司"）董事会近日收 到公司董事厉善君先生的辞职报告。厉善君先生因个人身体原因，申请辞去 公司董事职务。厉善君先生辞职后不再在公司及子公司担任任何职务。 厉善君先生原定的任职期间至公司第六届董事会任期届满之日止。根据 《公司法》《公司章程》等相关规定，厉善君先生的辞职不会导致公司董事 会成员低于法定人数，不会影响公司董事会正常运作和公司正常生产经营， 其辞职报告自送达董事会时生效。 截至本公告披露日，厉善君先生持有公司股票 973,620 股。辞去公司董事 后，厉善君先生将继续履行相关承诺并遵守《证券法》和《公司章程》等相 关法律的规定，对所持公司股份进行管理。 厉善君先生在担任公司董事期间勤勉尽责、恪尽职守，为促进公司规范 运作和健康发展发挥了积极的作用。公司及董事会对厉善君先生在任职期间 对公司发展所作出的贡献表示衷心的感谢！ 特此公告。 昆 ...