每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 曾健辉） 每经AI快讯，新莱应材12月3日晚间发布公告称，公司全资子公司山东碧海包装材料有限公司现有产能 已处于饱和状态，为突破产能瓶颈、把握市场机遇，公司全资子公司碧海包材于2025年12月3日与山东 安浦智能科技有限公司签署了《山东安浦智能科技有限公司增资协议》和《山东安浦智能科技有限公司 股东协议》，公司拟以全资子公司碧海包材使用自有资金人民币约1.57亿元认购安浦智能新增注册资本 人民币约1.56亿元，剩余款项约163.27万元计入资本公积金。本次增资完成后，安浦智能的注册资本由 人民币1.5亿元增加至人民币约3.06亿元，碧海包材将持有安浦智能51%的股权，安浦智能将成为碧海包 材的控股子公司，纳入公司合并报表范围。本次增资资金全部用于补充安浦智能流动资金、偿还借款等 方面。 ...

（一）对外投资基本情况 昆山新莱洁净应用材料股份有限公司（以下简称"公司"）全资子公司山东碧 海包装材料有限公司（以下简称"碧海包材"）现有产能已处于饱和状态，为突破 产能瓶颈、把握市场机遇，公司全资子公司碧海包材于2025年12月3日与山东安浦 智能科技有限公司（以下简称"安浦智能"）签署了《山东安浦智能科技有限公司 增资协议》和《山东安浦智能科技有限公司股东协议》（以下简称"《增资协议》" 和"《股东协议》"），公司拟以全资子公司碧海包材使用自有资金人民币 15,695.5102万元认购安浦智能新增注册资本人民币15,612.2449万元，剩余款项 163.2653万元计入资本公积金。本次增资完成后，安浦智能的注册资本由人民币 15,000万元增加至人民币30,612.2449万元，碧海包材将持有安浦智能51%的股权， 安浦智能将成为碧海包材的控股子公司，纳入公司合并报表范围。本次增资资金 全部用于补充安浦智能流动资金、偿还借款等方面。 （二）对外投资的审批程序 证券代码：300260 证券简称：新莱应材 公告编号：2025-031 昆山新莱洁净应用材料股份有限公司 关于全资子公司对外投资暨签署增资协议的 ...

证券代码：300260 证券简称：新莱应材 公告编号：2025-030 昆山新莱洁净应用材料股份有限公司 第六届董事会第十次会议决议公告 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。 一、董事会会议召开情况 1. 昆山新莱洁净应用材料股份有限公司（以下简称"公司"）第六届董事会 第十次会议的会议通知已于2025年11月21日通过电子邮件等方式送达至各位董 事，通知中包括会议相关资料，同时列明了会议的召开时间、地点和审议内容。 2. 本次会议于2025年12月3日下午2点在山东碧海包装材料有限公司会议室， 以通讯方式召开。 具体内容详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的《关于 全资子公司对外投资暨签署增资协议的公告》。 表决情况：9票赞成、0票反对、0票弃权。 表决结果：审议通过。 三、备查文件 3. 本次会议应出席董事9人，实际出席董事9人。 4. 本次会议由董事长李水波先生主持，公司高级管理人员列席了本次会议。 5. 本次会议的召集、召开和表决程序符合《公司法》等法律法规、规范性 文件和《公司章程》的有关规定。 二、董 ...

Core Viewpoint - The company intends to invest 157 million yuan in Anpu Intelligent to acquire a 51% stake, making it a subsidiary and addressing production capacity constraints in the sterile packaging materials industry [1] Group 1: Investment Details - The company’s wholly-owned subsidiary, Bihai Packaging, plans to use its own funds of 157 million yuan to subscribe to Anpu Intelligent's newly registered capital of 156 million yuan [1] - After the investment, Bihai Packaging will hold 51% of Anpu Intelligent's shares, which will become a controlled subsidiary [1] Group 2: Market Context - Bihai Packaging currently faces production capacity limitations that do not meet market order demands [1] - The company has a low overall market share in the sterile packaging materials sector and is optimistic about future industry growth trends [1] - The investment aims to overcome existing capacity bottlenecks and quickly seize market development opportunities [1]

Core Viewpoint - New Lai Ying Material (300260.SZ) experienced a significant drop of 7.7% in midday trading, with its stock price falling below 50 yuan, marking a two-month low and a total market value dropping below 20 billion yuan [1] Group 1: Shareholder Actions - Shareholders Li Shanjun, Zhang Yu, Li Hongqing, Weng Pengbin, and Huang Shihua plan to reduce their holdings by no more than 319,500 shares, which represents up to 0.08% of the company's total share capital [1] Group 2: Financial Performance - The semiconductor business of the company continues to grow rapidly, with total revenue for the first three quarters of 2025 reaching 2.255 billion yuan, reflecting a year-on-year increase of 4.31% [1] - In Q3, the company achieved revenue of 845 million yuan, which is a year-on-year increase of 13.72%, marking a record high for a single quarter [1] - The semiconductor sector has become the core growth driver for the company [1]

Core Points - The company Xinlai Materials (300260.SZ) announced that several directors plan to reduce their shareholdings within a specified period [1][2] Group 1: Shareholding Reduction Plans - Director Li Shanjun, holding 973,620 shares (0.2399% of total shares), plans to reduce holdings by up to 243,405 shares (0.0600%) from December 24, 2025, to March 23, 2026 [1] - Director Weng Pengbin, holding 44,591 shares (0.0110%), intends to reduce holdings by up to 11,148 shares (0.0027%) during the same period [1] - Director Li Hongqing, with 45,000 shares (0.0111%), plans to reduce holdings by up to 11,250 shares (0.0028%) in the specified timeframe [1] Group 2: Additional Management Reductions - CFO Huang Shihua, holding 156,801 shares (0.0386%), plans to reduce holdings by up to 39,200 shares (0.0097%) from December 24, 2025, to March 23, 2026 [2] - Vice President Zhang Yu, holding 32,273 shares (0.0143%), intends to reduce holdings by up to 8,068 shares (0.0036%) during the same period [2]

Core Viewpoint - The company announced that several executives plan to reduce their shareholdings through centralized bidding within three months, indicating potential changes in insider sentiment towards the company's stock [1] Group 1: Shareholding Reduction - The executives involved in the share reduction include directors Li Shanjun, Weng Pengbin, Li Hongqing, financial director Huang Shihua, and deputy general manager Zhang Yu [1] - The total number of shares to be reduced is up to 243,400 shares, which represents 0.0600% of the company's total share capital [1] - Specific reduction amounts for each executive are as follows: Li Shanjun up to 243,400 shares, Huang Shihua up to 39,200 shares, Zhang Yu up to 14,523 shares, Li Hongqing up to 11,250 shares, and Weng Pengbin up to 11,148 shares [1]

证券代码：300260 证券简称：新莱应材 公告编号：2025-029 昆山新莱洁净应用材料股份有限公司 关于公司部分董事、高级管理人员减持股份预披露公告 公司董事厉善君先生，董事翁鹏斌先生，董事李鸿庆先生，财务总监黄世华 先生，副总经理张雨先生保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有本公司股份 973,620 股（占本公司总股本比例 0.2399%）的董事厉善君 先生计划自本公告发布之日起十五个交易日后的三个月内（即 2025 年 12 月 24 日至 2026 年 3 月 23 日）以集中竞价交易方式合计减持本公司股份不超过 243,405 股（占本公司总股本比例 0.0600%）。 持有本公司股份 44,591 股（占本公司总股本比例 0.0110%）的董事翁鹏斌先 生计划自本公告发布之日起十五个交易日后的三个月内，以集中竞价交易方式分 别减持公司股份不超过 11,148 股（占本公司总股本比例 0.0027%）。 持有本公司股份 45,000 股（占本公司总股本比例 0.01 ...

Market Overview - The general equipment sector increased by 0.69% on December 1, with Youji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Top Gainers in General Equipment Sector - Youji Co., Ltd. (Code: 920943) closed at 24.11, up 11.98% with a trading volume of 44,100 shares and a turnover of 106 million yuan [1] - Iceberg Cold Chain (Code: 000530) closed at 6.77, up 10.08% with a trading volume of 673,600 shares and a turnover of 437 million yuan [1] - Zhongshu Co., Ltd. (Code: 300553) closed at 38.36, up 7.00% with a trading volume of 69,900 shares and a turnover of 263 million yuan [1] Top Losers in General Equipment Sector - Hexin Instruments (Code: 688622) closed at 109.50, down 6.03% with a trading volume of 20,800 shares and a turnover of 232 million yuan [2] - Yonghe Intelligent Control (Code: 002795) closed at 6.65, down 4.18% with a trading volume of 673,400 shares and a turnover of 448 million yuan [2] - Silin Jie (Code: 688115) closed at 65.42, down 4.05% with a trading volume of 15,800 shares and a turnover of 10.5 million yuan [2] Capital Flow Analysis - The general equipment sector experienced a net outflow of 337 million yuan from institutional investors, while retail investors saw a net inflow of 219 million yuan [2][3] - Iceberg Cold Chain had a net inflow of 122 million yuan from institutional investors, but a net outflow of 23 million yuan from retail investors [3] - New Lai Materials (Code: 300260) had a net inflow of 117 million yuan from institutional investors, with retail investors also experiencing a net outflow of 72 million yuan [3]

Core Viewpoint - The A-share market's photoresist sector experienced a significant surge due to related rumors, indicating heightened investor interest and potential market movements in this industry [1] Company Summaries - Rongda Photoelectric saw its stock price increase by over 16% [1] - Guofeng New Materials and Xingye Co. both hit the 10% daily limit up [1] - Nanda Optoelectronics' stock rose by more than 9% [1] - Other companies such as Tongcheng New Materials, Jiaxian Co., Glinda, Aerospace Zhiguang, Gaomeng New Materials, and Jingsai Technology all experienced stock increases of over 6% [1] - Wavelength Optoelectronics, New Lai Materials, and Woge Optoelectronics saw their stock prices rise by over 5% [1]