Core Viewpoint - The company, Guangxin Materials, highlights significant market opportunities in the traditional photoresist sector, particularly in PCB photoresists, where over 50% of the market share is still held by Japanese companies, indicating substantial potential for domestic alternatives [2] Group 1: Company Development - Guangxin Materials has achieved steady growth in the PCB photoresist segment and is expanding into photovoltaic adhesives and other semiconductor-related fields [2] - The company has established itself as a leading domestic player in the PCB photoresist market and a frontrunner in photovoltaic adhesives [2] - The gradual trial production at the Longnan base and further optimization of production capacity are expected to enhance operational efficiency, research capabilities, and market expansion [2] Group 2: Industry Landscape - The current landscape of the photoresist market is dominated by Japanese and Korean suppliers, with a significant opportunity for domestic companies to increase their market share [2] - The highest domestic penetration rate is observed in PCB photoresists, yet there remains a considerable portion of the market that is still accessible for local manufacturers [2]

Core Viewpoint - Guangxin Materials (300537) is progressing according to its planned schedule at the Longnan base, with significant advancements in production capabilities and product offerings [1] Group 1: Production Progress - The company has completed most of the factory construction and equipment layout at the Longnan base [1] - Several sub-projects have already commenced production, including PCB photoresist with a capacity of 16,000 tons and self-made resin with a capacity of 12,000 tons [1] - Other sub-projects are expected to submit trial production applications by the first half of 2026 [1] Group 2: Strategic Advantages - The release of production capacity at the Longnan base will enhance the company's product offerings in related fields [1] - The company aims to leverage centralized production advantages and industry chain integration to improve profitability [1] - These developments are expected to strengthen the company's core competitiveness and support future performance growth, contributing to long-term sustainable development [1]

Group 1 - The photoresist sector continues to rise, with Yake Technology hitting the daily limit, and Guofeng New Materials, Gaomeng New Materials, and Pulit previously reaching their limits [1] - Andar Intelligent and Rongda Photosensitive both increased by over 10%, while Xinlai Materials and Guangxin Materials also saw gains [1]

Group 1 - The core viewpoint of the article is that Guangxin Materials (300537.SZ) is progressing with its Longnan base according to market conditions and company strategy [1] - As of now, most products from the Longnan base have entered trial production, while other sub-projects are in the equipment debugging phase [1] - The company expects to submit the application for trial production by 2026 [1]

Group 1 - The company is progressing with the trial production capacity at its Longnan base according to internal and external market conditions and company strategy [1] - As of now, most products at the Longnan base have entered trial production, while other sub-projects that have not yet started trial production are in the equipment debugging phase [1] - The company expects to submit the application for trial production by 2026 [1]

1．本次解除限售的股份为江苏广信感光新材料股份有限公司（以下简称"公 司"或"广信材料"）2024 年度以简易程序向特定对象发行股票的限售股份。 本次解除限售的股份数量为 7,915,057 股，占公司总股本的 3.8089%。 2．本次解除限售股份于 2025 年 7 月 10 日在深圳证券交易所创业板上市， 限售期为自上市之日起 6 个月，可上市流通日为 2026 年 1 月 12 日（星期一）。 证券代码：300537 证券简称：广信材料 公告编号：2026-001 江苏广信感光新材料股份有限公司 关于 2024 年度以简易程序向特定对象发行股票限售股份 解除限售并上市流通的提示性公告 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。 重要内容提示： 3．本次申请解除股份限售的股东为 12 名，共对应 36 个证券账户。 2025年8月25日，公司完成了2023年限制性股票激励计划部分限制性股票回 购注销事宜，回购并注销的限制性股票共计503,658股，公司总股本由208,310,179 股减少至207,806,521股。 截至本公告披露日，公司总股本为2 ...

中德证券有限责任公司 关于江苏广信感光新材料股份有限公司 2024 年度以简易程序向特定对象发行股票 限售股份解除限售并上市流通的核查意见 中德证券有限责任公司（以下简称"中德证券""保荐人"）作为江苏广信感 光新材料股份有限公司（以下简称"公司"或"广信材料"）2024 年度以简易程 序向特定对象发行股票的持续督导保荐人，根据《证券发行上市保荐业务管理办 法》《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 2 号——创业板上市公司规范运作》等相关法律法规和规范性文件的规定， 对公司 2024 年度以简易程序向特定对象发行股票限售股份解除限售并上市流通 的事项进行了核查，核查情况及核查意见如下： 一、本次解除限售股份概况 （一）本次解除限售股份的基本情况 根据中国证监会《关于同意江苏广信感光新材料股份有限公司向特定对象发 行股票注册的批复》（证监许可〔2025〕1243 号）的核准，公司以简易程序向特 定对象发行人民币普通股（A 股）7,915,057 股，面值为每股人民币 1 元，每股 发行价格为人民币 18.13 元。本次发行最终确定的发行对象及获配数量、获配金 额情况如下： ...

Core Viewpoint - The company Guangxin Materials (300537.SZ) has announced a delay in the trial production of several projects at its Longnan base until April 1, primarily due to uncertainties regarding the approval dates from relevant government departments [1]. Group 1 - The company received a response from the Longnan Emergency Management Bureau, which agreed to the formal production of the company's fundraising project sub-items [1]. - The delay was attributed to the inability to accurately grasp the approval dates from government departments, rather than issues related to technology or equipment [1].

Core Viewpoint - Guangxin Materials announced that its wholly-owned subsidiary, Jiangxi Guangzhen Photosensitive Materials Co., Ltd., received approval for its fundraising project to produce 50,000 tons of electronic photosensitive materials annually, which includes self-manufactured resin and inner-layer ink [4][5] Group 1: Project Overview - The fundraising project consists of four sub-projects, focusing on PCB photoresist (PCB ink), coatings, and self-manufactured resin [4] - PCB photoresist production is set at 16,000 tons per year, with 9,000 tons of outer-layer ink expected to begin trial production in March 2024 and formal production approval in February 2025 [4] - The inner-layer ink production of 7,000 tons is anticipated to receive trial production approval in April 2025 and formal production approval in December 2025 [4] Group 2: Additional Sub-Projects - Self-manufactured resin production is planned at 12,000 tons per year, with trial production approval expected in April 2025 and formal approval in December 2025 [5] - Coatings production is set at 15,000 tons per year, including 8,000 tons of UV coatings and 2,000 tons of water-based coatings, with fire safety approval already obtained and equipment debugging ongoing [5] - Semiconductor photoresist and supporting reagents production is planned at 7,000 tons per year, with construction work nearly complete and equipment debugging in progress [5] Group 3: Strategic Implications - Upon full production capacity, the project will enhance Guangxin Materials' product offerings in various sectors, including PCB, display, photovoltaic, 3C consumer electronics, automotive, marine engineering, industrial heavy corrosion, functional films, and metal packaging [5] - The expansion is expected to increase production capacity and service coverage, thereby improving the company's market competitiveness and overall strength, aligning with the company's strategic planning and shareholder interests [5]

Group 1 - The core point of the article is that Guangxin Materials (300537) reported a total of 26,238 shareholders as of December 19, 2025 [1]