公司全资子公司常州强力先端电子材料有限公司（以下简称"强力先端"）、 因经营周转需要，向银行申请国内信用证贸易融资，发生总金额共计 1,000.00 万元。公司为上述授信提供连带责任保证担保。具体情况如下： 注：被担保方最近一期资产负债率，为截止到 2025 年 9 月 30 日未经审计的数据；担保 额度占上市公司最近一期净资产比例，为截止到 2025 年 9 月 30 日未经审计的数据。 本次担保事项在公司股东大会审议通过的担保额度范围内，无需再次提交公 司董事会或股东大会审议。 | | | 常州强力电子新材料股份有限公司 关于为全资子公司提供担保的进展公告 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。 一、担保情况概述 常州强力电子新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开了第五届董事会第十六次会议及第五届监事会第八次会议，会议审议通过 了《关于公司及子公司、孙公司银行综合授信提供相互担保的议案》。为满足公 司及控股子公司、孙公司日常经营活动需要，公司及控股子公司、孙公司向银行 申请综合授信额度提供相互担保，担保总金额不 ...

Core Viewpoint - The article discusses the rapid growth and investment opportunities in advanced packaging materials, highlighting the potential for domestic companies to replace foreign imports in this sector [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI, epoxy resin, and conductive adhesives are identified as key growth areas, with significant market size and growth forecasts [8]. Investment Opportunities - The article outlines various advanced packaging materials and their respective market sizes, including: - PSPI: $528 million in 2023, expected to grow significantly [8]. - Conductive adhesives: projected to reach $3 billion by 2026 [8]. - Chip bonding materials: estimated at $485 million in 2023, with a forecast of $684 million by 2029 [8]. - Domestic companies like Dinglong Co., Guofeng New Materials, and others are positioned to capitalize on these growth opportunities [8]. Competitive Landscape - The article compares domestic and foreign companies in the advanced packaging materials sector, noting that while foreign firms like Fujifilm and Toray dominate, domestic players are emerging rapidly [8]. - The competitive dynamics suggest a potential shift towards domestic production as companies seek to reduce reliance on imports [7][8]. Investment Strategies - Different investment stages in the new materials industry are discussed, emphasizing the importance of assessing team capabilities, market potential, and product maturity at each stage [10]. - The article suggests that investments in more mature companies with established sales channels present lower risks and higher returns [10].

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI, epoxy resin, and conductive adhesives are identified as key growth areas, with significant market sizes and growth rates anticipated [8]. Investment Opportunities - The article outlines various advanced packaging materials and their respective market sizes, including: - PSPI: $528 million in 2023, expected to grow significantly [8]. - Conductive adhesives: projected to reach $3 billion by 2026 [8]. - Chip bonding materials: expected to grow from approximately $485 million in 2023 to $684 million by 2029 [8]. - The investment landscape is characterized by a shift towards domestic production, with numerous Chinese companies emerging as competitors to established foreign firms [7][8]. Industry Trends - The article emphasizes the trend of domestic substitution in advanced materials, particularly in sectors heavily reliant on imports from countries like Japan [7][8]. - It highlights the importance of innovation and collaboration among domestic companies to enhance competitiveness in the global market [21]. Strategic Insights - Investment strategies vary across different stages of company development, from seed rounds to pre-IPO phases, with a focus on team capabilities, market potential, and product maturity [10]. - The article suggests that companies in the growth phase with established sales channels and increasing revenue present lower investment risks and higher potential returns [10].

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI and Al-X photoresist are highlighted, with PSPI's market size in China estimated at 7.12 billion yuan in 2023 [8]. Investment Opportunities - The article identifies 14 key advanced packaging materials that are critical for the semiconductor industry, emphasizing the potential for domestic companies to capture market share from established foreign players [7][8]. - Companies like 鼎龙股份, 国风新材, and 三月科 are mentioned as potential leaders in the domestic market for advanced packaging materials [8]. Growth Projections - The market for conductive adhesives is expected to reach 3 billion yuan by 2026, while the chip bonding materials market is projected to grow from approximately $4.85 billion in 2023 to $6.84 billion by 2029 [8]. - The epoxy encapsulation materials market is anticipated to grow to $9.9 billion by 2027, indicating strong demand in the sector [8]. Competitive Landscape - The article outlines the competitive landscape, noting that foreign companies like Fujifilm, Toray, and Dow are currently dominant in various segments, but domestic firms are rapidly advancing [8]. - The need for innovation and investment in R&D is emphasized for domestic companies to compete effectively against established international players [8].

Core Viewpoint - The stock of Strongly New Materials has shown a positive trend with a year-to-date increase of 15.51%, reflecting investor interest and market activity [1]. Company Overview - Strongly New Materials, established on November 22, 1997, and listed on March 24, 2015, is located in Changzhou, Jiangsu Province. The company specializes in the research, production, and sales of electronic chemical products, particularly photoresists [2]. - The revenue composition includes: 27.33% from other-purpose photoinitiators, 18.98% from PCB photoinitiators, 17.93% from LCD photoinitiators, 11.18% from chemical raw material trading, 10.14% from PCB photoinitiator resins, 6.96% from semiconductor photoinitiators, and 6.81% from other compounds [2]. Financial Performance - For the period from January to September 2025, Strongly New Materials achieved a revenue of 720 million yuan, representing a year-on-year growth of 3.12%. However, the net profit attributable to the parent company was a loss of 24.03 million yuan, with a year-on-year increase of 6.20% in losses [2]. - The company has distributed a total of 205 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Strongly New Materials was 54,000, a decrease of 28.22% from the previous period. The average number of circulating shares per shareholder increased by 39.31% to 7,380 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.9376 million shares, an increase of 3.7945 million shares compared to the previous period [3].

11月20日，强力新材跌0.75%，成交额2.24亿元。两融数据显示，当日强力新材获融资买入额2753.37万 元，融资偿还1980.83万元，融资净买入772.54万元。截至11月20日，强力新材融资融券余额合计4.83亿 元。 融资方面，强力新材当日融资买入2753.37万元。当前融资余额4.82亿元，占流通市值的6.76%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，强力新材11月20日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5.67万股，融券余额75.35万元，超过近一年60%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，强力新材十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股593.76万股，相比上期增加379.45万股。 资料显示，常州强力电子新材料股份有限公司位于江苏省常州市武进区遥观镇钱家工业园，成立日期 1997年11月22日，上市日期2015年3月24日，公司主营业务涉及电子材料领域各类光刻胶专用电子化学 品的研发、生产和销售及相关贸易业务。主营业务收入构成为：其他用途光引发剂27.33%，PCB ...

Core Points - The Shanghai Composite Index is at 4008.92 points, above the annual line, with a change of 0.22% [1] - A total trading volume of A-shares reached 894.89 billion yuan today [1] - 39 A-shares have surpassed the annual line, with notable stocks including Hangxin Technology, Liwang Co., and Chuanfa Longmang, showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 4008.92 points, reflecting a 0.22% increase [1] - The total trading volume for A-shares today is 894.89 billion yuan [1] Stocks Surpassing Annual Line - 39 A-shares have crossed the annual line, with the highest deviation rates recorded for: - Hangxin Technology: 4.59% - Liwang Co.: 3.56% - Chuanfa Longmang: 3.27% [1] - Other stocks with smaller deviation rates include: - Jiuzhou Group - Dali Kaipu - Tiens Wind Power [1] Detailed Stock Data - Notable stocks and their performance: - Hangxin Technology: +4.52%, turnover rate 5.95%, latest price 17.34 yuan, deviation rate 4.59% [1] - Liwang Co.: +5.42%, turnover rate 5.46%, latest price 28.02 yuan, deviation rate 3.56% [1] - Chuanfa Longmang: +3.57%, turnover rate 3.12%, latest price 13.07 yuan, deviation rate 3.27% [1]

| 证券代码：300429 | 证券简称：强力新材 | 公告编号：2025-049 | | --- | --- | --- | | 债券代码：123076 | 债券简称：强力转债 | | 常州强力电子新材料股份有限公司 关于可转换公司债券2025年付息的公告 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。 特别提示： 1、强力转债（债券代码：123076）将于 2025 年 11 月 19 日按面值支付第五年利 息，每 10 张强力转债（面值 1,000.00 元）利息为 20.00 元（含税）。 2、债权登记日：2025 年 11 月 18 日（星期二）。 3、付息日：2025 年 11 月 19 日（星期三）。 2、可转换公司债券代码：123076 4、除息日：2025 年 11 月 19 日（星期三）。 5、本次付息期间及票面利率：计息期间为 2024 年 11 月 19 日至 2025 年 11 月 18 日，票面利率为 2.00%。 6、强力转债本次付息的债权登记日为 2025 年 11 月 18 日，截至 2025 年 11 月 18 日下午深圳证 ...

Core Viewpoint - The stock of Strongly New Materials has experienced fluctuations, with a recent decline of 2.05% and a year-to-date increase of 11.59% [1] Company Overview - Strongly New Materials, established on November 22, 1997, and listed on March 24, 2015, is located in Changzhou, Jiangsu Province, specializing in the research, production, and sales of electronic chemical products, particularly photoresists [2] - The company's revenue composition includes: 27.33% from other-purpose photoinitiators, 18.98% from PCB photoinitiators, 17.93% from LCD photoinitiators, 11.18% from chemical raw material trading, 10.14% from PCB photoinitiator resins, 6.96% from semiconductor photoinitiators, 6.81% from other compounds, and 0.68% from other sources [2] - Strongly New Materials belongs to the electronic chemical industry, with concepts including photolithography, advanced packaging, integrated circuits, specialized and innovative enterprises, and electronic chemicals [2] Financial Performance - For the period from January to September 2025, Strongly New Materials achieved a revenue of 720 million yuan, reflecting a year-on-year growth of 3.12%, while the net profit attributable to the parent company was -24.03 million yuan, showing a year-on-year increase of 6.20% [2] - The company has distributed a total of 205 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Strongly New Materials was 54,000, a decrease of 28.22% from the previous period, with an average of 7,380 circulating shares per person, an increase of 39.31% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 5.9376 million shares, an increase of 3.7945 million shares from the previous period [3]

Core Viewpoint - The company reported a slight increase in revenue for the first three quarters of 2025, but it also faced a net loss attributed to shareholders, indicating potential challenges in profitability [1] Financial Performance - The company's operating revenue for the first three quarters reached 720 million yuan, reflecting a year-on-year growth of 3.12% [1] - The net loss attributable to shareholders was 24.03 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, amounted to 27.76 million yuan [1] - The basic loss per share was 0.0452 yuan [1]