Major Events - Guotai Junan Asset Management will absorb Haitong Asset Management as approved by Guotai Haitong [1] - Shikong Technology's actual controller is planning a change in control, leading to continued suspension of trading [1] - Fushun Special Steel's Jincheng Shazhou intends to acquire 5% of the company's shares at 5.6 CNY per share [1] - Xibu Materials' Wang Libo resigned from the position of vice chairman due to job changes [1] - Yitian Intelligent plans to establish a private equity fund with a professional institution [1] Performance - Tapa Group reported a net profit of 435 million CNY for the first half of the year, a year-on-year increase of 92.47% [2] - Qilu Bank's net profit for the first half of the year was 2.734 billion CNY, up 16.48% year-on-year [2] - Western Mining's net profit for the first half of the year reached 1.869 billion CNY, a 15% increase year-on-year [2] - Funiang Co.'s net profit for the first half of the year was 1.337 billion CNY, reflecting a year-on-year growth of 12.48% [2] - China Duty Free Group reported a net profit of 2.6 billion CNY for the first half of the year, a year-on-year decrease of 20.81% [2] Shareholding Changes - Softcom Power's shareholder plans to transfer 3% of the company's shares through inquiry [2] - Hu Lixia, a shareholder of Guoguang Co., plans to reduce holdings by no more than 3% [3] - Taiyuan Heavy Industry's controlling shareholder plans to increase holdings by 80 million to 160 million CNY [2]

Group 1 - Liu Pharmaceutical Group plans to repurchase shares worth between 100 million and 200 million yuan, with a maximum repurchase price of 25.70 yuan per share [1] - Dongshan Precision intends to invest up to 1 billion USD to build a high-end printed circuit board project to meet the long-term demand for high-end printed circuit boards in emerging scenarios such as AI [1] - Bomaike reported a net profit of 12.39 million yuan for the first half of the year, a year-on-year decline of 80.42% [2] Group 2 - Western Mining achieved a net profit of 1.869 billion yuan in the first half of the year, a year-on-year increase of 15% [2] - Fuliwang expects a net loss of approximately 17 million yuan for the first half of the year, a decrease of 137.12% compared to the same period last year [2] - Digital Certification anticipates a net loss of between 80 million and 96 million yuan for the first half of the year, compared to a loss of 29.25 million yuan in the same period last year [3] Group 3 - Shanghai Construction reported a net profit of 710 million yuan for the first half of the year, a year-on-year decrease of 14.04% [5] - Funneng Co. achieved a net profit of 1.337 billion yuan in the first half of the year, a year-on-year increase of 12.48% [6] - Tengda Construction's total contract amount for the first half of the year decreased by 17.55% year-on-year [7] Group 4 - Fudan Fuhua decided to terminate the public transfer of a 28% stake in a subsidiary due to the lack of a deposit from potential buyers [9] - Fulei Ant's subsidiary has decided to cease operations due to intense competition in the photovoltaic industry and ongoing losses [11] - Dongfang Ocean's subsidiary received a medical device registration certificate for a folic acid testing kit [14] Group 5 - Huayu Pharmaceutical's subsidiary received overseas listing approvals for several products [16] - Feima International received a performance commitment compensation of 437 million yuan from its controlling shareholder [16] - Guangshen Railway signed a cooperation agreement for the Guangzhou East Station renovation project with a total investment of approximately 16.66 billion yuan [16] Group 6 - Anhui Construction won the bid for the S68 Jingde to Jixi Expressway project with an estimated total investment of 5.7 billion yuan [18] - China Communications Construction Company signed new contracts worth 991.054 billion yuan in the first half of the year, a year-on-year increase of 3.14% [19] - Kehui Co. plans to use up to 70 million yuan of idle funds for cash management [22] Group 7 - Biological Shares' subsidiary received a clinical trial approval for a cat mRNA vaccine, the first of its kind in China [23] - Ruipu Biological received a clinical trial approval for a pig mRNA vaccine, which is the first economic animal mRNA vaccine in China [24] - Nanjing New Hundred's major assets were judicially frozen due to liquidity debt crisis faced by its controlling shareholder [27] Group 8 - Changshu Bank plans to merge three village banks and establish branches, pending shareholder approval [28] - Yong'an Pharmaceutical plans to reduce its holdings by up to 2.6323 million shares [29] - Zhujiang Co. received approval from the Shanghai Stock Exchange for a stock issuance to specific targets [31] Group 9 - Sanyangma's subsidiary signed a 120 million yuan procurement contract for sensor products [33] - Jintou City Development plans to purchase a villa property for approximately 7.1854 million yuan [35] - Yuanli Co. intends to acquire 100% of Tongsheng Co. through a combination of cash and stock issuance [36] Group 10 - Xin'an Century's controlling shareholder plans to reduce holdings by up to 2.22% of the company's shares [36] - Fute Technology plans to raise up to 528 million yuan through a private placement for various projects [36] - Helen Piano's actual controller is set to change, with stock resuming trading [37] Group 11 - Weiergao expects a net profit increase of 12.55% to 30.87% for the first half of the year [38] - Saiwei Microelectronics plans to transfer up to 18% of its shares through an agreement [40] - Yongli Co. intends to acquire a 22.75% stake in a subsidiary [42] Group 12 - ST Xiachuang plans to publicly transfer a 20% stake in Guangdong Yuweiji [43] - Dema Technology's shareholders plan to transfer 778.84 million shares through an inquiry [45] - Zhongshi Technology's shareholders plan to reduce holdings by up to 2.86% of the company's shares [46] Group 13 - Wufang Optoelectronics' controlling shareholder plans to reduce holdings by up to 0.93% of the company's shares [48] - Fusenmei's chairman has been detained, temporarily unable to fulfill his duties [49] - Reliable Co.'s shareholders plan to reduce holdings by a total of up to 2.63% of the company's shares [51] Group 14 - Gao Neng Environment plans to repurchase shares worth between 100 million and 150 million yuan [53]

证券代码：300346 证券简称：南大光电 公告编号：2025-040 江苏南大光电材料股份有限公司 关于公司副总裁辞职的公告 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。 江苏南大光电材料股份有限公司（以下简称"公司"）董事会近日收到公司副总裁陈 化冰先生提交的书面辞职报告，其因个人原因申请辞去公司副总裁职务，辞职后不再 担任公司任何职务。陈化冰先生的辞职不会对公司的正常经营产生影响，辞职报告自 送达公司董事会之日起生效。 陈化冰先生原定任期为 2024 年 5 月 15 日至第九届董事会届满之日止。截至本公 告披露日，陈化冰先生持有公司股票 2,143,690 股。辞职后，陈化冰先生将继续遵守《上 市公司董事和高级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所上市 公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份》等相关法律法规 有关离任高级管理人员减持股份的相关规定。 陈化冰先生在担任公司副总裁期间勤勉尽责、恪尽职守，公司及董事会对其任职 期间为公司发展所做出的贡献表示衷心的感谢！ 特此公告。 江苏南大光电材料股份有限公司 董 ...

证券代码：300346 证券简称：南大光电 公告编号：2025-039 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。 一、担保额度预计的情况概述 江苏南大光电材料股份有限公司（以下简称"公司"）于 2025 年 4 月 1 日召开 第九届董事会第十一次会议，2025 年 4 月 24 日召开 2024 年度股东大会，审议通过 了《关于向金融机构申请综合授信额度及对控股子公司担保额度预计的议案》，同意 公司及全资、控股子公司向银行等金融机构申请综合授信，总额不超过人民币 15 亿 元，公司及子公司为合并报表范围内的子公司提供总计不超过人民币 7 亿元的担保 额度。董事会提请股东大会授权公司管理层根据实际经营需要在子公司之间相互调 剂使用本次担保预计额度。 具体内容详见公司刊登在中国证监会指定创业板信息披露网站的《关于向金融 机构申请综合授信额度及对控股子公司担保额度预计的公告》（公告编号：2025-023）。 二、担保进展情况 2024 年 5 月 20 日，公司及子公司南大光电（乌兰察布）有限公司、南大光电 （淄博）有限公司、南大光电半导体材料有限公司、全椒 ...

证券时报·数据宝统计，截至今日上午10:29，上证综指3503.55点，收于五日均线之下，涨跌幅-0.46%， A股总成交额为8023.66亿元。到目前为止，今日有198只A股价格突破了五日均线，其中乖离率较大的 个股有新易盛、明阳电路、胜宏科技等，乖离率分别为14.20%、10.59%、8.05%；江淮汽车、南大光 电、新泉股份等个股乖离率较小，刚刚站上五日均线。 7月15日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300502 | 新易盛 | 20.00 | 5.34 | 137.55 | 157.08 | 14.20 | | 300739 | 明阳电 路 | 14.54 | 12.61 | 15.60 | 17.25 | 10.59 | | 300476 | 胜宏科 技 | 12.14 | 4.46 | 149.82 | 161.88 | 8.05 | ...

Core Viewpoint - The article emphasizes the critical role of photoresist in semiconductor manufacturing, highlighting the challenges faced by domestic companies in this field and exploring potential investment opportunities amidst these challenges [4]. Group 1: Challenges in Photoresist Development - High technical barriers exist due to the complex chemical formulations required for different types of photoresists, necessitating extensive R&D and experimentation [7][9]. - Strict purity requirements for photoresists are crucial, as even minor impurities can lead to defects in chips, demanding a high level of quality control [11]. - Advanced production equipment is essential for photoresist manufacturing, which is often monopolized by foreign companies, posing a significant hurdle for domestic firms [12]. Group 2: Market Landscape - The global photoresist market is projected to reach $4.74 billion (approximately 34.33 billion RMB) in 2024, with a year-on-year growth of 1.6%, driven by the rapid development of the semiconductor industry [30]. - China's photoresist market is expected to exceed 20 billion RMB by 2029, with a compound annual growth rate of about 10% from 2024 to 2029, although high-end products remain largely imported [31]. Group 3: Domestic Opportunities and Challenges - Domestic companies are making strides in the mid-to-low-end photoresist market, with some achieving production in the KrF segment and progressing towards high-end products like EUV photoresists [33][34]. - Government policies are increasingly supportive of the semiconductor industry, providing funding and guidance for photoresist R&D, which is crucial for domestic companies to overcome technological barriers [36][37]. Group 4: Investment Considerations - Investment in the photoresist sector is seen as promising due to the growing market demand driven by advancements in technologies such as 5G and AI [44]. - The potential for domestic companies to replace imported products presents a significant investment opportunity, especially as they enhance their technological capabilities [45]. - Investors are advised to focus on companies with strong technical capabilities, market competitiveness, and excellent management teams to maximize returns [51][52][53].

证券代码：300346 证券简称：南大光电 公告编号：2025-038 江苏南大光电材料股份有限公司 关于持股5%以上股东、董事减持股份的预披露公告 持股 5%以上的股东、董事张兴国先生，董事、高级管理人员王陆平先生保证向 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： 持有江苏南大光电材料股份有限公司（以下简称"公司"） 43,087,824股（占公司当 前总股本6.23%）的股东、董事张兴国先生计划自本次减持公告披露之日起15个交易日 后的3个月内，以集中竞价或大宗交易方式减持公司股份不超过6,911,569股（占公司当 前总股本的1.00%）。 持有公司780,000股（占公司当前总股本0.11%）的董事、总裁兼技术总监王陆平先 生计划自本次减持公告披露之日起15个交易日后的3个月内，以集中竞价或大宗交易方 式减持公司股份不超过195,000股（占公司当前总股本的0.03%）。 公司近日收到持股5%以上股东、董事张兴国先生和董事、总裁兼技术总监王陆平 先生的《股份减持计划告知函》，现将有关情况公告 ...

Core Viewpoint - The semiconductor materials ETF (562590) is showing positive performance, with a notable increase in key component stocks, indicating a potential growth cycle in the semiconductor industry driven by AI demand and domestic substitution trends [3][4]. Group 1: Market Performance - As of June 20, 2025, the semiconductor materials theme index rose by 0.77%, with significant gains in component stocks such as Sanjia Technology (+4.80%), Jingrui Electric Materials (+4.10%), and Huahai Chengke (+2.09%) [3]. - The semiconductor materials ETF (562590) increased by 0.67%, marking its third consecutive rise, with the latest price at 1.06 yuan [3]. - The tracking error for the semiconductor materials ETF over the past three months is 0.014%, indicating high tracking accuracy compared to comparable funds [3]. Group 2: Industry Events - The 2025 World Semiconductor Expo is scheduled to take place from June 20 to 22, 2025, at the Nanjing International Expo Center, focusing on cutting-edge technologies and products in IC design, wafer manufacturing, packaging testing, and semiconductor applications [3]. - Key topics at the expo will include EDA, advanced processes, computing power chips, semiconductor materials, and supply chain security [3]. Group 3: Industry Insights - Minsheng Securities highlights that the demand for computing power driven by artificial intelligence, combined with the acceleration of domestic substitution due to U.S. tariff policies, is propelling the rapid development of several leading semiconductor companies [3]. - The Chinese semiconductor industry is expected to enter a new growth cycle, with promising investment prospects [3]. Group 4: ETF Composition - The semiconductor materials ETF closely tracks the China Securities Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies deeply involved in the semiconductor materials and equipment sectors [4]. - The index features leading companies that have made significant breakthroughs in domestic substitution, such as North Huachuang and Zhongwei Company in etching equipment, and Hushi Silicon Industry and Nanda Optoelectronics in key materials [4].

Core Viewpoint - The article highlights the significant growth and advancements in the semiconductor photoresist industry, showcasing various companies' performance and R&D capabilities in this sector. Group 1: Business Performance - Tongcheng New Materials achieved a 50.43% year-on-year increase in semiconductor photoresist revenue for 2024, with ArF photoresist passing customer validation and generating revenue [1] - Aisen Semiconductor reported a 37.68% year-on-year growth in photoresist and supporting reagent revenue for 2024, with significant market penetration in advanced packaging negative photoresist [2] - Shanghai Xinyang's photoresist products saw an overall revenue increase of over 100% year-on-year, with multiple KrF photoresists achieving bulk sales [4] - Nanda Optoelectronics experienced a breakthrough of over 80% year-on-year growth in photoresist business, with several ArF products validated by customers [6] - Jingrui Electric Materials reported a nearly 30% year-on-year growth in photoresist business for 2024, maintaining a strong market position with its UV wide-spectrum photoresists [5] Group 2: R&D Capabilities - Tongcheng New Materials has nearly 50 semiconductor photoresist R&D projects, with half validated by users and some entering small-scale production [2] - Aisen Semiconductor is advancing its PSPI photoresist product certifications and has formed an expert team for KrF photoresist development [3] - Shanghai Xinyang is enhancing its R&D and industrialization of high-end photoresists for integrated circuit manufacturing, focusing on 3D NAND, DRAM, and logic advanced processes [5] - Nanda Optoelectronics is developing high-resolution photoresists for 300mm wafers below 90nm and aims to establish a proprietary patent system [6] - Jingrui Electric Materials is collaborating with Sinopec Group on ArF high-end photoresists and has multiple R&D projects underway for various photoresist applications [7] Group 3: Industry Events - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts, scholars, and industry representatives to discuss advancements and challenges in lithography technology and materials [9]

Investment Rating - The report provides a standard investment rating for the basic chemical industry, indicating a cautious outlook due to recent market fluctuations and supply chain disruptions [1]. Core Insights - Japan's Mitsui Chemicals is exiting the NF3 business, which may enhance China's competitiveness in electronic specialty gases, with potential market share expansion [4][10]. - The chlorantraniliprole incident has caused supply disruptions, potentially boosting the market for pesticides and intermediates, with a shift towards high-efficiency, low-toxicity products [4][12]. - The report suggests focusing on key sub-sectors such as integrated refining and petrochemical chains, refrigerant industry leaders, and domestic alternative materials [4][14]. Summary by Sections 1. Industry News and Event Commentary - Mitsui Chemicals' exit from the NF3 business is attributed to rising competition and costs, indicating that Chinese manufacturers may fill the gap and increase exports [10][11]. - The chlorantraniliprole incident is expected to accelerate market consolidation, benefiting companies with technological advantages and regulatory compliance [12][13]. 2. Chemical Sector Weekly Performance - For the week of May 26 to May 30, the Shanghai Composite Index fell by 1.08%, while the Shenwan Petroleum and Petrochemical Index rose by 0.40%, outperforming the market by 1.48 percentage points [15][18]. - The basic chemical index decreased by 0.66%, ranking 23rd among all Shenwan primary industries [15][18]. 3. Key Product Price and Spread Performance - Notable price increases included potassium chloride (up 5.66%) and paraxylene (up 4.94%), while hydrochloric acid saw a significant drop of 28.00% [27][28]. - The price spread for carbon black increased by 31.13%, indicating a tightening supply situation [29][30].