证券代码：300260 证券简称：新莱应材 公告编号：2025-025 昆山新莱洁净应用材料股份有限公司 关于全资子公司与昆山市陆家镇人民政府签订项 目投资框架协议的公告 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. 本协议为框架协议，所涉具体投资项目的实施内容、项目进度和实施周 期可能存在不确定性。公司将按照相关规定，对具体投资项目履行相应决策和审 批程序，并按照监管规定履行信息披露义务。请广大投资者注意投资风险。 2. 本协议的签署对公司 2025 年度的财务状况和经营成果不构成重大影响。 3. 公司最近三年不存在披露其他框架性协议或意向性协议的情况。 一、协议签署概况 昆山新莱洁净应用材料股份有限公司（以下简称"公司"）全资子公司昆山 方新精密科技有限公司（以下简称"方新精密"）通过实地考察，对昆山的地理 位置、基础设施、交通运输、配套服务等投资环境均感满意，为此，方新精密决 定在昆山市陆家镇进一步增资扩产，投资设立方新精密半导体核心零部件项目。 2025 年 10 月 23 日，方新精密与昆山市陆家镇人民政府本着平等互利、合作共 赢的原则 ...

Market Overview - The Shanghai Composite Index fell by 1.47% this week, with only four industries showing gains, led by the banking and coal sectors, which rose by 4.89% and 4.17% respectively [1][2] - The electronic and media sectors experienced the largest declines, with drops of 7.14% and 6.27% respectively [1][2] - The machinery equipment industry saw a decline of 5.84% this week [1][2] Fund Flow Analysis - Total net outflow of main funds from both markets reached 301.749 billion yuan this week, with only two sectors receiving net inflows: banking (24.19 billion yuan) and coal (2.67 billion yuan) [1][2] - The electronic industry had the highest net outflow, totaling 70.079 billion yuan, followed by the electric equipment sector with 41.692 billion yuan [1][2] Industry Performance - In the machinery equipment sector, there were 531 stocks, with 63 stocks rising and 465 stocks falling this week [2][3] - The top gainers in the machinery equipment sector included *ST Xinyuan (up 17.85%), Hetaimechanical (up 16.53%), and Shantui (up 11.55%) [2][3] - The top decliners included Lvdiaofeng (down 20.57%), Weichuang Electric (down 17.89%), and Xinyi Chang (down 17.82%) [2][3] Individual Stock Performance - In the machinery equipment sector, 141 stocks experienced net inflows, with five stocks seeing inflows exceeding 100 million yuan, led by Shandong Molong (2.06 billion yuan) [3] - The stocks with the highest net outflows included Xinlai Materials (17.16 billion yuan), Huagong Technology (12.56 billion yuan), and Liou Shares (12.25 billion yuan) [3][4]

Core Viewpoint - The Shanghai Composite Index fell by 1.95% on October 17, with the power equipment and electronics sectors experiencing the largest declines of 4.99% and 4.17%, respectively. The machinery equipment sector also saw a significant drop of 3.69% [1]. Industry Summary - The machinery equipment sector experienced a net outflow of 8.847 billion yuan in capital, with 531 stocks in the sector. Only 28 stocks rose, with 3 hitting the daily limit, while 500 stocks fell, including 5 that hit the lower limit [1]. - Among the stocks in the machinery equipment sector, 110 saw net capital inflows, with 5 stocks receiving over 50 million yuan in net inflows. Shandong Molong led with a net inflow of 247 million yuan, followed by Pioneer Electronics and Baoding Technology with net inflows of 74.2 million yuan and 73.6 million yuan, respectively [1]. - The top stocks with capital outflows included Yingweike, Huagong Technology, and Xinlai Materials, with net outflows of 1.186 billion yuan, 617.5 million yuan, and 331.9 million yuan, respectively [2]. Capital Flow Summary - **Top Gainers in Machinery Equipment Sector:** - Shandong Molong: +10.06%, turnover rate 19.35%, net capital flow 246.9 million yuan - Pioneer Electronics: +10.00%, turnover rate 5.89%, net capital flow 74.2 million yuan - Baoding Technology: +10.00%, turnover rate 4.99%, net capital flow 73.6 million yuan [1]. - **Top Losers in Machinery Equipment Sector:** - Yingweike: -10.00%, turnover rate 7.72%, net capital flow -1.186 billion yuan - Huagong Technology: -4.27%, turnover rate 4.89%, net capital flow -617.5 million yuan - Xinlai Materials: -6.18%, turnover rate 18.97%, net capital flow -331.9 million yuan [2].

Group 1 - The core point of the news is that Xinlai Clean Application Materials Co., Ltd. experienced a stock price drop of 5.01%, with a current share price of 60.06 yuan and a total market capitalization of 24.493 billion yuan [1] - The company, established in July 2000 and listed in September 2011, specializes in the production and sale of self-developed key components for clean stainless steel integrated systems [1] - The revenue composition of the company 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 - From the perspective of major fund holdings, one fund under Huiquan Fund has a significant position in Xinlai Clean Application Materials, with 53,100 shares held, unchanged from the previous period, accounting for 3.27% of the fund's net value [2] - The fund, Huiquan Xingzhi Future One-Year Holding Mixed A (014825), was established on April 6, 2022, with a latest scale of 43.2663 million yuan and has achieved a year-to-date return of 48.47% [2] - The fund's performance ranks 926 out of 8160 in its category this year, with a one-year return of 41.43%, ranking 1850 out of 8021 [2] Group 3 - The fund managers of Huiquan Xingzhi Future One-Year Holding Mixed A are Liang Yongqiang and Liu Yuan, with Liang having a cumulative tenure of 17 years and 29 days, managing assets totaling 990 million yuan [3] - During his tenure, Liang achieved the best fund return of 104.95% and the worst return of -48.54% [3] - Liu Yuan has a cumulative tenure of 5 years and 47 days, managing assets of 194 million yuan, with the best return of 48.27% and the worst return of -35.46% during his tenure [3]

Core Viewpoint - The 19th Taiwan Business Forum held in Huai'an aims to enhance cross-strait economic cooperation and position Huai'an as a prime destination for Taiwanese investment, focusing on high-quality development and resource aggregation [1] Investment and Economic Development - Huai'an has approved over 1,500 Taiwanese investment projects with a total investment of nearly $26 billion and actual received investment of about $8 billion [1] - The city is actively attracting new Taiwanese projects, with a focus on enhancing the scale and quality of existing Taiwanese enterprises [3] - In the first half of the year, Huai'an signed 22 new Taiwanese investment projects totaling $1.296 billion, with 15 projects exceeding $10 million, ranking first in northern Jiangsu [3] Industry and Technology - The introduction of the microcrystalline wood project by Taiwan's Evergreen Materials Technology Co., with an investment of $500 million, marks a significant step in Huai'an's green materials sector [2] - Huai'an is promoting the transformation and upgrading of Taiwanese enterprises, with initiatives like the "Smart Transformation and Digital Networking" action plan to support high-end, intelligent, and green development [4] Services and Support for Taiwanese Businesses - The city has developed a comprehensive service guide for Taiwanese residents, covering 29 service items to facilitate their daily lives [5] - Huai'an has established a "one-stop" service center for Taiwanese businesses, enhancing the living and working environment for Taiwanese investors [6] - Initiatives such as the "Taiwanese Women's Care Service Brand" and regular cultural exchanges aim to create a welcoming atmosphere for Taiwanese businesses and residents [6]

Core Viewpoint - The company, New Lai Ying Material, is currently participating in the Bay Area Semiconductor Industry Ecosystem Expo at the Shenzhen Convention and Exhibition Center, with booth number 1Q15 [2] Company Information - New Lai Ying Material is actively engaging with investors and the public through its participation in industry events, indicating a focus on visibility and networking within the semiconductor sector [2] Industry Context - The Bay Area Semiconductor Industry Ecosystem Expo serves as a platform for companies in the semiconductor industry to showcase their products and innovations, highlighting the importance of such events for industry growth and collaboration [2]

Market Overview - As of October 16, the photoresist concept sector declined by 2.31%, ranking among the top declines in concept sectors, with major declines seen in companies like United Chemical (down 20% limit), Hubei Yihua, and Maolai Optics [1] - The sector experienced a net outflow of 1.83 billion yuan from main funds, with 54 stocks seeing net outflows, and 8 stocks exceeding 100 million yuan in outflows [1] Key Performers - Among the stocks in the photoresist sector, 9 stocks saw price increases, with notable gains from Zhongjuxin (up 5.05%), Glinda (up 3.91%), and Qicai Chemical (up 3.50%) [1][3] - The top net outflow stocks included Xinlai Materials (net outflow of 222.94 million yuan), United Chemical (170.14 million yuan), and Kaimeite Gas (162.40 million yuan) [1][2] Sector Comparison - The top performing concept sectors for the day included Hainan Free Trade Zone (up 2.58%) and Military Equipment Restructuring Concept (up 1.98%), while the photoresist sector was among the laggards [1] - Other sectors with significant declines included special steel concept (down 2.68%) and optical lithography (down 2.47%) [1] Fund Flow Analysis - The main funds showed significant outflows from the photoresist sector, with the largest outflow from Xinlai Materials, followed by United Chemical and Hubei Yihua [1][2] - Conversely, stocks with net inflows included Sidi Ke (net inflow of 46.28 million yuan), Qicai Chemical (31.93 million yuan), and Yake Technology (30.69 million yuan) [1][3]

Market Performance - The photolithography concept sector declined by 2.47%, ranking among the top losers in the market, with major declines from companies like United Chemical (down 20%), Maolai Optical, and Nanjing Chemical Fiber [1] - Among the concept stocks, only five saw price increases, with Zhongrun Optical, Zhongguang Lightning Protection, and Juguang Technology rising by 5.32%, 4.25%, and 0.87% respectively [1][3] Capital Flow - The photolithography concept sector experienced a net outflow of 1.239 billion yuan, with 37 stocks seeing net outflows, and five stocks exceeding 100 million yuan in outflows [1] - The stock with the highest net outflow was Xinlai Material, with a net outflow of 222.94 million yuan, followed by United Chemical, Kaimete Gas, and Zhangjiang Hi-Tech with net outflows of 170.13 million yuan, 162.39 million yuan, and 150.41 million yuan respectively [1][2] Top Gainers and Losers - The top gainers in the photolithography concept included Zhongrun Optical (up 5.32%), Zhongguang Lightning Protection (up 4.25%), and Juguang Technology (up 0.87%) [1][3] - The top losers included United Chemical (down 20%), Maolai Optical (down 6.38%), and Nanjing Chemical Fiber (down 6.19%) [1][2]

Group 1 - Main capital inflow observed in the electronic, power equipment, and communication sectors, while significant outflows were noted in the computer, basic chemicals, and machinery equipment sectors [1] - Notable individual stock inflows included ZTE Corporation with a net inflow of 2.079 billion, Sungrow Power Supply with 1.836 billion, and Shannon Microelectronics with 1.588 billion [1] - Major outflows were recorded for Northern Rare Earth with 0.591 billion, New Laiying Materials with 0.416 billion, and Shenghe Resources with 0.361 billion [1]

Core Viewpoint - New Lai Ying Material experienced a significant drop in stock price by 12.16% on October 15, with a trading volume of 5.79 billion yuan, indicating potential market volatility and investor sentiment concerns [1]. Financing Summary - On October 15, New Lai Ying Material had a financing buy-in of 595 million yuan and a repayment of 487 million yuan, resulting in a net financing buy-in of 108 million yuan. The total financing and securities balance reached 1.018 billion yuan [1]. - The current financing balance of 1.015 billion yuan accounts for 3.79% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, 400 shares were repaid while 4,200 shares were sold, with a selling amount of 275,900 yuan. The remaining securities lending balance is 49,000 shares, with a total balance of 3.2188 million yuan, also above the 90th percentile level over the past year [1]. Company Performance - As of June 30, the number of shareholders for New Lai Ying Material was 54,100, a decrease of 20.14% from the previous period. The average circulating shares per person increased by 25.22% to 5,315 shares [2]. - For the first half of 2025, the company reported a revenue of 1.409 billion yuan, a year-on-year decrease of 0.62%, and a net profit attributable to shareholders of 108 million yuan, down 23.06% year-on-year [2]. Dividend and Shareholding Structure - Since its A-share listing, New Lai Ying Material has distributed a total of 185 million yuan in dividends, with 85.065 million yuan distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders included new entrants such as the Southern CSI 1000 ETF, holding 1.8736 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 3.919 million shares [3].