Core Viewpoint - The company is actively adopting lean production concepts and smart manufacturing technologies to optimize production processes, enhance efficiency, and reduce unit production costs, thereby improving market price competitiveness [1] Group 1 - The company aims to enhance its comprehensive strength and risk resistance capabilities by seeking strategic cooperation opportunities with other advantageous enterprises [1] - The integration of resources through complementary advantages is a key strategy for the company to strengthen its position in the industry [1]

证券日报网讯飞凯材料（300398）8月19日在互动平台回答投资者提问时表示，公司始终致力于为高科 技制造提供优质材料，其中国产替代是重要的实现路径之一，公司四大业务板块的核心产品，均遵循国 产替代的逻辑进行开发与导入，未来，公司将继续坚持自主研发与外延并购相结合的策略，聚焦核心主 业，致力于提升整体盈利能力。 ...

（文章来源：证券日报） 证券日报网讯飞凯材料8月19日在互动平台回答投资者提问时表示，截至2025年7月31日，公司股东人数 为57950户。 ...

证券日报网讯飞凯材料8月19日在互动平台回答投资者提问时表示，目前公司已建立成熟的成本控制与 供应链管理体系，并积极推进产业链的延伸布局。以液晶单晶为例，针对一些用量大，外购成本高的单 晶，公司通常会选择自主生产，在保证供应链稳定性的同时，拥有更显著的成本优势。 （文章来源：证券日报） ...

Core Viewpoint - The company has successfully stabilized the supply of i-line photoresist and Barc photoresist materials to semiconductor clients, with prices subject to dynamic adjustments based on market demand and costs [2] Group 1 - The company confirmed stable supply of i-line photoresist and Barc photoresist materials [2] - Prices of these materials will be adjusted according to market demand and cost factors [2]

（文章来源：证券日报） 证券日报网讯飞凯材料8月19日在互动平台回答投资者提问时表示，公司半导体材料领域客户主要为大 型封装测试厂商，鉴于商业保密原则，公司不便披露具体客户信息。 ...

Core Viewpoint - The company is actively supplying its i-line photoresist and Barc photoresist materials to semiconductor clients, with prices subject to market demand and cost adjustments [1] Group 1: Product Supply and Capacity - The company's products are currently in stable supply to semiconductor clients, with dynamic pricing based on market conditions [1] - The company has sufficient production capacity and will adjust production and utilization rates according to customer order volumes [1] Group 2: Market Competition and Product Development - The PCB ink market is experiencing intense competition, prompting the company to focus on the development and application of high value-added products [1] Group 3: Strategic Focus and R&D - The company is committed to providing high-quality materials for high-tech manufacturing, with domestic substitution being a key strategy [1] - The core products across the company's four business segments are developed and introduced following the logic of domestic substitution [1] - The company will continue to pursue a strategy that combines independent research and development with external acquisitions, focusing on its core business to enhance overall profitability [1]

Group 1 - The company has developed a new generation of photoinitiators, TMO, which possesses independent intellectual property rights [2] - The pricing of TMO is determined by multiple factors including market conditions, costs, competitive landscape, and customer demand [2]

Core Viewpoint - The photoresist concept sector has seen a significant increase, with a rise of 3.76% as of the market close on August 15, ranking fourth among concept sectors [1] Group 1: Market Performance - Within the photoresist sector, 70 stocks experienced gains, with Jiuri New Materials hitting the daily limit up of 20% [1] - Notable performers include JuShi Chemical, Saiwei Electronics, and Jingrui Electric Materials, which rose by 18.70%, 8.44%, and 8.42% respectively [1] - The photoresist sector attracted a net inflow of 1.245 billion yuan from main funds today, with 35 stocks receiving net inflows [2] Group 2: Key Stocks - The top stock in terms of net inflow is KaiMeiTeQi, which saw a net inflow of 351 million yuan, followed by DongCai Technology and JingRui Electric Materials with net inflows of 254 million yuan and 135 million yuan respectively [2][3] - The net inflow ratios for KaiMeiTeQi, DongCai Technology, and YaKe Technology were 21.57%, 20.20%, and 8.93% respectively, indicating strong investor interest [3] Group 3: Additional Insights - The photoresist sector's performance is part of a broader trend, with other sectors like PEEK materials and liquid-cooled servers also showing positive movements of 5.31% and 4.47% respectively [2] - The overall market sentiment appears to be favorable, as evidenced by the significant capital inflows into the photoresist sector and the performance of key stocks [2][3]

Core Viewpoint - Anqing Longkai New Materials Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on the sales and research of bio-based materials and synthetic materials [1] Company Summary - The legal representative of Anqing Longkai New Materials Technology Co., Ltd. is Qiu Xiaosheng [1] - The company is wholly owned by Feikai Materials (300398) through indirect shareholding [1] Industry Summary - The business scope of Anqing Longkai includes the sales of synthetic materials, bio-based materials, and the research and development of bio-based material technologies [1]