Group 1 - The core viewpoint of the news highlights the active performance of the photolithography machine sector, with significant stock price increases for several companies [1] - Companies such as Wangguang Optoelectronics and Yongxin Optics reached their daily limit increase, indicating strong market interest [1] - Other companies in the sector, including Sudavige, Maolai Optics, Lanying Equipment, Xinlai Materials, and Guolin Technology, saw stock price increases exceeding 5% [1]

Group 1 - The A-share market saw a strong performance in photolithography machine concept stocks, with significant gains reported [1] - Wavelength Optoelectronics surged nearly 18%, while Yongxin Optical reached a daily limit up [1] - Maolai Optics increased by over 7%, and Blue Eagle Equipment rose by 5% [1] - Other companies such as Kaimete Gas, New Lai Materials, and Su Da Weige all experienced gains exceeding 4% [1]

Group 1 - The semiconductor lithography machine concept stocks opened high, indicating positive market sentiment towards this sector [1] - Yongxin Optical Technology reached the daily limit increase, reflecting strong investor interest and confidence in the company [1] - Wavelength Optoelectronics approached a 20% limit increase, showcasing significant market movement and potential growth [1] Group 2 - Other companies such as Guolin Technology, Su Da Weige, Maolai Optics, Xinlai Materials, and Blue Eagle Equipment also experienced upward movement, indicating a broader trend in the lithography machine sector [1]

国浩律师（南京）事务所 关 于 昆山新莱洁净应用材料股份有限公司 2025 年第一次临时股东会 国浩律师(南京)事务所 法律意见书 国浩律师(南京)事务所 法律意见书 之 法律意见书 南京市汉中门大街 309 号 B 座 5/7/8 层 邮编：210036 5,7,8th Floor, Block B, 309 Hanzhongmen Street, Nanjing 210036, China 电话/Tel: +86 25 8966 0900 传真/Fax: +86 25 8966 0966 网址/Website: http://www.grandall.com.cn 2025 年 9 月 | | | 国浩律师（南京）事务所 关于昆山新莱洁净应用材料股份有限公司 2025年第一次临时股东会之法律意见书 致：昆山新莱洁净应用材料股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）和中国证券监督管理委员会《上市 公司股东会规则》（以下简称"《股东会规则》"）的规定，国浩律师（南京） 事务所（以下简称"本所"）接受昆山新莱洁净应用材料股份有限公司 ...

证券代码：300260 证券简称：新莱应材 公告编号：2025-022 昆山新莱洁净应用材料股份有限公司 2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1. 本次股东会无变更、否决议案； 2. 本次股东会未涉及变更前次股东会决议的情况； 3. 本次股东会以现场投票和网络投票相结合的方式。 一、会议召开和出席情况 1、昆山新莱洁净应用材料股份有限公司（以下简称"公司"）于2025年8月26 日以公告形式发布了《关于召开2025年第一次临时股东会的通知》。 （3）通过深圳证券交易所互联网系统（http://wltp.cninfo.com.cn）投票的具 体时间为2025年9月16日（星期二）9:15至15:00的任意时间。 4、现场会议召开地点：公司会议室。 5、股权登记日：2025年9月9日（星期二）。 6、会议召集人：公司董事会。 7、会议主持人：董事长李水波先生。 2、会议召开方式：本次股东会采取现场投票和网络投票相结合的方式召开。 3、会议召开时间： （1）现场会议召开时间2025年9月16日（星期二）下午2: ...

Core Viewpoint - New Lai Ying Material experienced a decline of 5.32% on September 9, with a trading volume of 1.09 billion yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On September 9, New Lai Ying Material had a financing buy-in amount of 133 million yuan and a financing repayment of 116 million yuan, resulting in a net financing buy of approximately 16.97 million yuan [1] - The total financing and securities lending balance reached 763 million yuan, with the financing balance accounting for 4.89% of the circulating market value, indicating a high level compared to the past year [1] - The securities lending aspect showed no shares were repaid, with 500 shares sold, amounting to approximately 19,100 yuan, and a securities lending balance of 1.75 million yuan, also at a high level compared to the past year [1] Company Performance - As of June 30, New Lai Ying Material reported a decrease in revenue to 1.41 billion yuan, down 0.62% year-on-year, and a net profit of 108 million yuan, down 23.06% year-on-year [2] - The company has distributed a total of 185 million yuan in dividends since its A-share listing, with 85.07 million yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 20.14% to 54,100, while the average circulating shares per person increased by 25.22% to 5,315 shares [2] - Notable changes in institutional holdings include the Southern CSI 1000 ETF entering as the fifth largest shareholder with 1.87 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 3.92 million shares [3]

Group 1 - The core viewpoint of the news is that Xinlai Applied Materials experienced a decline in stock price, with a drop of 5.05% to 38.35 CNY per share, and a trading volume of 748 million CNY, resulting in a total market capitalization of 15.639 billion CNY [1] - Xinlai Applied Materials, established on July 12, 2000, and listed on September 6, 2011, specializes in the production and sales of self-developed clean stainless steel integrated system key components [1] - The revenue composition of Xinlai Applied Materials includes: 48.63% from sterile packaging materials, 31.30% from high-purity and ultra-high-purity application materials, 13.83% from clean application materials, and 6.25% from food equipment [1] Group 2 - Among the top circulating shareholders of Xinlai Applied Materials, a fund under Southern Fund, the Southern CSI 1000 ETF (512100), entered the top ten circulating shareholders in the second quarter, holding 1.8736 million shares, which accounts for 0.65% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a return of 24% this year, ranking 1837 out of 4222 in its category [2] - The fund has a one-year return of 63.76%, ranking 1293 out of 3798 in its category, and a cumulative return of 9.74% since inception [2]

Company Overview - Xinlai Materials, established on July 12, 2000, and listed on September 6, 2011, is located in Kunshan, Jiangsu Province, China. The company specializes in the production and sales of self-developed clean stainless steel integrated system key components [1][2]. Financial Performance - For the first half of 2025, Xinlai Materials reported a revenue of 1.409 billion yuan, a year-on-year decrease of 0.62%. The net profit attributable to shareholders was 108 million yuan, down 23.06% compared to the previous year [2]. - The company has distributed a total of 185 million yuan in dividends since its A-share listing, with 85.07 million yuan distributed over the past three years [3]. Stock Performance - As of September 8, 2023, Xinlai Materials' stock price was 37.56 yuan per share, with a market capitalization of 15.317 billion yuan. The stock has increased by 38.96% year-to-date but has seen a decline of 4.33% over the last five trading days [1]. - The stock has appeared on the trading leaderboard twice this year, with the most recent instance on March 28, 2023, where it recorded a net buy of -14.41 million yuan [1]. Shareholder Structure - As of June 30, 2025, Xinlai Materials had 54,100 shareholders, a decrease of 20.14% from the previous period. The average number of circulating shares per shareholder increased by 25.22% to 5,315 shares [2]. - Notable shareholders include the Southern CSI 1000 ETF, which is the fifth-largest shareholder with 1.8736 million shares, and Hong Kong Central Clearing Limited, which is the sixth-largest shareholder with 1.8397 million shares, having decreased its holdings by 3.919 million shares [3].

Market Performance - The photolithography equipment sector experienced a decline of 5.37%, ranking among the top losers in the concept sector as of the market close on September 4 [1] - Key stocks within this sector, such as Yongxin Optical and Zhangjiang Hi-Tech, hit the daily limit down, while Juguang Technology, Xinlai Materials, and Sudavige saw significant declines [1] Capital Flow - The photolithography equipment sector saw a net outflow of 2.493 billion yuan, with 36 stocks experiencing net outflows, and 8 stocks having outflows exceeding 100 million yuan [2] - Zhangjiang Hi-Tech led the outflow with a net withdrawal of 496.19 million yuan, followed by Xinlai Materials and Haili Shares with outflows of 222.6 million yuan and 221.8 million yuan, respectively [2][3] Stock Performance - Notable declines in stock prices included: - Zhangjiang Hi-Tech: -10.00% with a turnover rate of 7.17% [2] - Xinlai Materials: -13.42% with a turnover rate of 17.43% [2] - Haili Shares: -6.20% with a turnover rate of 13.43% [2] - Other significant losers included Su Dawei Ge (-12.26%), Juguang Technology (-15.20%), and several others with declines ranging from 4.10% to 11.57% [3]

Market Overview - The general equipment sector experienced a decline of 2.54% on September 4, with Newray Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Top Performers - Tongrun Equipment (002150) saw a significant increase of 10.00%, closing at 15.84 with a trading volume of 90,000 shares and a turnover of 143 million yuan [1] - Meixin Mansen (873833) rose by 9.63%, closing at 26.30 with a trading volume of 108,000 shares and a turnover of 284 million yuan [1] - Other notable gainers include Qianjin Technology (873679) up 7.42%, Hongsheng Co. (603090) up 7.03%, and Duople (301528) up 6.71% [1] Major Decliners - Newray Materials (300260) experienced a sharp decline of 13.42%, closing at 36.71 with a trading volume of 501,500 shares and a turnover of 1.968 billion yuan [2] - Dingtai High-Tech (301377) fell by 13.40%, closing at 64.37 with a trading volume of 106,200 shares and a turnover of 722 million yuan [2] - Other significant losers include Rongyi Precision (873223) down 12.21% and Liou Co. (002131) down 10.00% [2] Capital Flow - The general equipment sector saw a net outflow of 4.183 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.935 billion yuan [2][3] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2][3] Individual Stock Capital Flow - Aywei Co. (002559) had a net inflow of 94.62 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Zhongnan Culture (002445) also experienced a net inflow of 45.34 million yuan from institutional investors, with outflows from other investor types [3] - Macro trends indicate that institutional investors are cautious, while retail investors are more optimistic about certain stocks [3]