南大光电公告，公司拟以现金方式收购苏州南晟叁号企业管理合伙企业（有限合伙）持有的南大光电 （乌兰察布）有限公司13.3333%股权，苏州南晟肆号企业管理合伙企业（有限合伙）持有的乌兰察布 南大2.8333%股权，合计交易对价为人民币7,760.00万元。本次交易完成后，公司持有乌兰察布南大的 股权比例将由74.8833%上升至91.0500%。 ...

证券代码：300346 证券简称：南大光电 公告编号：2026-003 江苏南大光电材料股份有限公司 关于收购控股子公司少数股东股权暨关联交易的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、江苏南大光电材料股份有限公司（以下简称"公司"、"南大光电"或"上市公 司"）拟以现金方式收购苏州南晟叁号企业管理合伙企业（有限合伙）（以下简称"南晟 叁号"）持有的南大光电（乌兰察布）有限公司（以下简称"乌兰察布南大"、"标的公 司"或"目标公司"）13.3333%股权，苏州南晟肆号企业管理合伙企业（有限合伙）（以 下简称"南晟肆号"）持有的乌兰察布南大 2.8333%股权，合计交易对价为人民币 7,760.00 万元。本次交易完成后，公司持有乌兰察布南大的股权比例将由 74.8833%上升至 91.0500%。 2、南晟叁号的有限合伙人中包含上市公司部分董事、高管，根据《深圳证券交易 所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 7 号——交易与关 联交易》及《公司章程》的有关规定，基于实质重于形式的原则，本次交易构成关联交 易， ...

证券代码：300346 证券简称：南大光电 公告编号：2026-002 江苏南大光电材料股份有限公司 关于使用自有资金购买理财产品的公告 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。 重要提示： 1、投资种类：投资于安全性高、流动性好的理财产品，不得参与高风险投资类业 务。 增值，保障股东利益。 2、投资额度及期限：拟使用不超过人民币170,000万元（含本数）的自有资金购 买理财产品，该额度有效期自股东会审议通过之日起12个月内有效，在上述额度及有效 期内，资金可循环滚动使用。如单笔交易的存续期超过了决议有效期，则决议有效期自 动顺延至该笔交易终止时止。 3、风险提示：公司在对闲置自有资金投资时将选择安全性高、流动性好的理财产 品，但金融市场受宏观经济、财政及货币政策的影响较大，不排除该项投资可能受到市 场波动的影响，从而导致实际收益未能达到预期水平的风险。 江苏南大光电材料股份有限公司（以下简称"公司"）于2026年1月5日召开第九届董 事会第十五次会议，审议通过了《关于使用自有资金购买理财产品的议案》。为提高公 司资金使用效率，增加资金收益和股东回报， ...

Group 1 - The electronic chemicals sector increased by 3.54% on January 5, with Shanghai Xinyang leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Key stocks in the electronic chemicals sector showed significant price increases, with Shanghai Xinyang rising by 11.70% to a closing price of 71.22 [1] Group 2 - The electronic chemicals sector saw a net inflow of 252 million yuan from institutional investors, while retail investors contributed a net inflow of 39.33 million yuan [2] - Major stocks like Nanda Optoelectronics experienced a net inflow of 142.16 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trading volume and turnover in the electronic chemicals sector indicated active market participation, with notable transactions in stocks like Shanghai Xinyang and Nanda Optoelectronics [1][2][3]

Group 1 - The semiconductor industry is expected to see significant growth, with chip design, semiconductor equipment, and materials projected to rise by 62.38%, 60.86%, and 37.31% respectively by 2025 [2] - The semiconductor theme index, focusing on the aforementioned three sectors, is anticipated to achieve a growth rate of 62.33% in 2025, with the semiconductor equipment ETF (561980) experiencing a net inflow of over 220 million yuan in the last five trading days [2] - The demand for semiconductor equipment is driven by advancements in AI and domestic substitution, particularly in the storage chip sector, which is reshaping the global pricing cycle [4][5] Group 2 - The storage chip segment accounts for approximately 30% of the integrated circuit market, making it a significant area for semiconductor equipment demand [5] - The global storage industry is entering a new upcycle, with DRAM and NAND prices rising since September 2024, and this trend is expected to continue through 2026 [5] - The shift towards 3D architecture in DRAM and NAND is projected to increase the service market for related equipment by approximately 1.7 times and 1.8 times respectively [6] Group 3 - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, which has a high concentration of leading companies in the semiconductor supply chain, with the top five companies accounting for over 50% of the index [6][8] - The CSI semiconductor index has shown a maximum increase of over 570% since the last upcycle, with a notable 63.92% increase in 2025, outperforming other semiconductor indices [7][8] - The high concentration of equipment, materials, and design sectors in the CSI semiconductor index indicates a strong potential for domestic substitution and ongoing market and policy support [8]

Core Viewpoint - The article discusses the strategic transformation of China's new materials industry by 2025, emphasizing a "three-dimensional war" approach that includes "fortress materials" for national security, "sovereign materials" for technological independence, and "fusion materials" for future industry definition [3]. Group 1: Fortress Materials - The development of safety dimension materials is closely tied to national core interests, focusing on absolute reliability and performance under extreme conditions rather than cost-effectiveness [5]. - A significant breakthrough in 2025 is the mass production of the fourth-generation single crystal high-temperature alloy turbine blades, which can withstand temperatures above 1200°C and have a lifespan increased by nearly 50% compared to previous generations [8][10]. - Continuous silicon carbide fibers have transitioned from laboratory preparation to stable engineering mass production, with a production capacity of hundreds of tons, marking a strategic leap in the aerospace sector [14][15]. Group 2: Sovereign Materials - Sovereign materials focus on achieving "self-control" and enhancing industrial competitiveness, particularly in strategic sectors like semiconductors and high-end manufacturing [40]. - In the semiconductor sector, the production of 12-inch silicon wafers has reached a milestone with over 500,000 monthly shipments, and significant advancements in low-oxygen high-resistivity silicon wafer technology have been made [44]. - The domestic supply ratio of 300mm semiconductor silicon wafers is expected to increase from 15% to 40% by the end of 2025, significantly reducing reliance on imports [45]. Group 3: Fusion Materials - The fusion materials dimension represents a shift towards creating new demands and defining new products, characterized by the integration of materials science with cutting-edge fields like artificial intelligence and synthetic biology [72]. - AI-driven platforms for materials research have emerged, enabling rapid property prediction and screening, significantly reducing development cycles for critical materials [74]. - The integration of intelligent materials in robotics is evolving, allowing materials to interact with their environment and make autonomous decisions, marking a shift from passive components to intelligent structures [77].

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Core Viewpoint - Nanda Optoelectronics (300346) is focusing on the research and industrialization of mid-to-high-end photoresists, specifically ArF and KrF photoresists, with an emphasis on product validation and process stability [1] Company Summary - The company's subsidiary, Ningbo Nanda Optoelectronics, is primarily engaged in the development and industrialization of mid-to-high-end photoresists [1] - The core raw materials for the products are developed independently by the company [1]

Core Viewpoint - Nanda Optoelectronics focuses on the research, production, and sales of three key semiconductor materials: advanced precursors, electronic specialty gases, and photoresists along with supporting materials [2] Group 1: Company Overview - The company primarily engages in the development and production of advanced precursors, electronic specialty gases, and photoresists [2] - The electronic specialty gas segment includes hydrogen-based electronic specialty gas products such as phosphine, arsine, and safety sources, as well as fluorine-containing electronic specialty gas products like nitrogen trifluoride and sulfur hexafluoride [2]

Group 1 - The company expects its ArF photoresist revenue to exceed 10 million in 2024, with stable supply continuing into 2025 [2] - Currently, the focus of the photoresist segment is on product validation and process stability, contributing minimally to the overall performance of the company [2]