格隆汇8月19日丨飞凯材料(300398.SZ)在投资者互动平台表示，1、公司的i线光刻胶和Barc光刻配套材 料已经在半导体客户端稳定供货，价格会随市场需求、成本等进行动态调整。2、目前公司产品产能充 足，后续将随客户订单量的变动调配产能与稼动率。3、PCB油墨已处于激烈的市场竞争状态，公司未 来会继续向高附加值产品的开发和应用做导入。4、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。 ...

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]

分行业统计，获融资客净买入超亿元个股中，电子、计算机、通信等行业最为集中，分别有7只、3只、 3只个股上榜。板块分布上，大手笔净买入个股中，主板有9只，创业板有7只，科创板有3只。 融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为4.62%，融资余额占比 最高的是飞凯材料，该股最新融资余额10.82亿元，占流通市值的比例为8.27%，融资余额占比较高的还 有华胜天成、四方精创、大族激光，占比分别为7.73%、7.36%、6.82%。（数据宝） 8月12日融资客净买入金额排名 | 代码 | 简称 | 8月12日涨跌幅 | 融资净买入额 | 最新融资余额 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （万元） | （万元） | （%） | 业 | | 688256 | 寒武纪 | 20.00 | 103630.82 | 595019.07 | 1.68 | 电子 | | 300308 | 中际旭 | 5.09 | 39377.61 | 733328.06 | 2.94 | 通信 | | | ...

Wind统计显示，8月12日，申万31个一级行业中有22个行业获融资净买入，其中，电子行业获融资净买 入额居首，当日净买入43.52亿元；获融资净买入居前的行业还有计算机、电力设备、房地产、通信、 化工、机械设备等，净买入金额分别为11.11亿元、9.17亿元、7.19亿元、7.07亿元、6.25亿元、5.71亿 元。 （文章来源：证券时报网） 个股方面，8月12日有1887只个股获融资净买入，净买入金额在3000万元以上的有190股。其中，19股获 融资净买入额超1亿元。寒武纪获融资净买入额居首，净买入10.36亿元；融资净买入金额居前的还有中 际旭创、万通发展、中芯国际、贵州茅台、大族激光、飞凯材料、飞荣达、圣邦股份等，净买入额分别 为3.94亿元、3.73亿元、2.79亿元、2.55亿元、2.04亿元、1.8亿元、1.74亿元、1.73亿元。 ...

Group 1 - The photoresist concept sector increased by 1.68%, ranking fifth among concept sectors, with 47 stocks rising, including KaiMet Gas which hit the daily limit, and Feikai Materials, Stik, and Huamao Technology showing significant gains of 11.81%, 11.46%, and 8.39% respectively [1] - The photoresist sector saw a net inflow of 935 million yuan from main funds, with 39 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow, led by KaiMet Gas with a net inflow of 356 million yuan [2] - The top stocks by net inflow ratio in the photoresist sector included KaiMet Gas, Hanghua Co., and Shanghai Xinyang, with net inflow ratios of 32.90%, 14.19%, and 10.93% respectively [3] Group 2 - The photoresist sector's performance was highlighted by the significant daily gains of stocks such as Feikai Materials and Stik, which rose by 11.81% and 11.46% respectively, indicating strong investor interest [1][2] - The overall market sentiment for the photoresist sector appears positive, as evidenced by the substantial net inflow of funds and the number of stocks experiencing gains [2][3] - The data indicates a robust trading activity within the photoresist sector, with notable turnover rates and net inflow ratios for leading stocks, suggesting a favorable investment environment [3]

Market Performance - As of August 12, the optical fiber concept index rose by 1.43%, ranking 9th among concept sectors, with 41 stocks increasing in value [1] - Notable gainers included Zhishang Technology and Guangku Technology, both hitting the 20% limit up, while Zhongdian Xindong also reached the limit up [1] - The top gainers in the sector were Feikai Materials, Yuanjie Technology, and Shijia Photon, with increases of 11.81%, 10.71%, and 6.55% respectively [1] Capital Flow - The optical fiber sector saw a net inflow of 798 million yuan, with 30 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] - Zhongdian Xindong led the net inflow with 414 million yuan, followed by Tianfu Communication and Guangxun Technology with net inflows of 315 million yuan and 248 million yuan respectively [2] - The net inflow ratios for Zhongdian Xindong, Guangku Technology, and Guangxun Technology were 51.10%, 49.10%, and 11.60% respectively [3] Stock Performance - The top stocks in the optical fiber sector based on net inflow included Zhongdian Xindong, Tianfu Communication, and Guangxun Technology, with respective daily price changes of 10.03%, 3.13%, and 2.26% [3] - Other notable performers included Shijia Photon with a 6.55% increase and Zhishang Technology with a 20% increase [4] - Decliners in the sector included Jiekang Technology, Delong Laser, and Changjiang Communication, with decreases of 3.90%, 3.18%, and 2.93% respectively [1]

证券之星消息，8月12日电子化学品板块较上一交易日上涨1.7%，飞凯材料领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300398 | 飞凯材料 | 23.19 | 11.81% | 127.17万 | 28.22 亿 | | 300236 | 上海新阳 | 47.05 | 7.00% | 26.01万 | 11.95亿 | | 300429 | 强力新材 | 15.01 | 4.97% | 106.42万 | 16.18亿 | | 300537 | 广信材料 | 27.65 | 4.54% | - 26.94万 | 7.30亿 | | 688549 | 中巨芯 | 8.45 | 4.45% | 43.53万 | 3.65 Z | | 300655 | 晶瑞电材 | 11.20 | 3.99% | 99.38万 | 10.95 亿 | | 603078 | 江 ...

Core Viewpoint - The price of photoinitiators has been rising significantly throughout the year, with a recent increase of 5.56% to 95 yuan per kilogram, leading to a cumulative increase of 26.67% year-to-date [1]. Industry Summary - The photoinitiator market is experiencing a price surge, with an increase of nearly 15% in August alone [1]. - Photoinitiators are essential raw materials for the production of photoresists, indicating a broad space for domestic substitution in this sector [1]. Company Summary - Seven listed companies in the A-share market are involved in the production of photoinitiators, with Jiu Ri New Materials, Qiang Li New Materials, and Yang Fan New Materials being the domestic leaders [1]. - Financial performance of key companies includes: - Hubei Zhihua: Total market value of 14.76 billion yuan, quarterly net profit of 34.01 million yuan, down 75.14% year-on-year [2]. - Feikai Materials: Total market value of 11.76 billion yuan, quarterly net profit of 119.74 million yuan, up 100.10% year-on-year [2]. - Xinchao New Materials: Total market value of 8.7 billion yuan, quarterly net profit of 16.19 million yuan, up 47.85% year-on-year [2]. - Qiang Li New Materials: Total market value of 7.67 billion yuan, quarterly net profit of -5.62 million yuan, reporting a first loss [2]. - Kangda New Materials: Total market value of 4.26 billion yuan, quarterly net profit of 6.37 million yuan, turning profitable [2]. - Jiu Ri New Materials: Total market value of 4.12 billion yuan, quarterly net profit of -10.52 million yuan, down 139.75% year-on-year [2]. - Yang Fan New Materials: Total market value of 2.86 billion yuan, quarterly net profit of 10.05 million yuan, turning profitable [2].