（来源：淘金ETF） 1. 先导智能（300450） 作为高端智能装备领域的重要企业，公司在精密制造与自动化方案上具备较强竞争力，业务覆盖新能源 装备与电子制造装备。公司为PCB行业提供高精度裁切、成型、检测等自动化生产设备，助力高多层 板、HDI板等高端产品提升生产效率与良率。随着AI服务器与数据中心建设加速，PCB行业对高端制程 装备需求持续提升，公司凭借在运动控制、精密集成方面的技术积累，不断优化适配通信板、汽车板的 装备方案。相关产品可满足头部PCB厂商扩产与技术改造需求，在电子制造装备国产化过程中保持稳定 迭代，与行业高端化、智能化发展方向高度契合，为PCB产业链提供可靠的制程装备支持，在高端制造 环节形成自身独特的行业价值。 2. 方正科技（600601） 公司背景具有国资属性，在电子信息领域拥有长期产业积淀。公司主营印制电路板的研发、生产与销 售，产品覆盖通信基站板、工业控制板、消费电子板等，广泛应用于网络设备、工业终端、智能家居等 场景。企业持续推进PCB产线工艺升级，重点提升高多层板与高频高速板占比，强化产品可靠性与信号 传输性能，以适配5G通信、工业互联网等领域的升级需求。在行业向集中化、 ...

证券之星消息，容大感光(300576)02月25日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 容大感光回复：您好，1、公司珠海生产基地建设共分为两期：①珠海项目一期：光刻胶及其配套化学 品新建项目。该项目募集资金净额为人民币3.90亿元，涵盖两条感光干膜生产线建设。这两条生产线已 于2025年12月达到预定可使用状态，新增1.2亿平米感光干膜的产能。②珠海项目二期：高端感光线路 干膜光刻胶建设项目、IC载板阻焊干膜光刻胶及半导体光刻胶研发能力提升项目。该项目募集资金净额 为人民币2.37亿元，主要涉及两条高端感光线路干膜生产线建设。项目建成后，将新增1.20亿平方米高 端感光线路干膜光刻胶产能，第一条高端感光线路干膜光刻胶生产线有望于2026年下半年完成建设并进 入试生产阶段。2、高端感光线路干膜产品，可以理解为是公司现有一般商用感光线路干膜光刻胶产品 的升级版本，相较于目前的一般商用感光线路干膜产品更为精细，可应用于高密度基板、柔性PCB精密 基板、半导体显示用基板、半导体蚀刻及半导体 ...

证券日报网讯 2月25日，容大感光在互动平台回答投资者提问时表示，截至2026年2月10日，公司全体 股东总户数为54987户。 （文章来源：证券日报） ...

Group 1 - The stock price of Rongda Photonics (300576) fluctuated between a 1.95% increase and a 3.90% amplitude over the past week from February 9 to February 13, 2026, closing at 40.78 yuan on February 13 with a daily change of 0.10% [1] - On February 13, the net inflow of main funds was 6.478 million yuan, indicating active trading of large orders [1] - As of February 13, the financing balance was 786 million yuan, which decreased by 47 million yuan over the past five days, representing a decline of 5.67% [1] Group 2 - For the period from January to September 2025, Rongda Photonics achieved an operating income of 783 million yuan, reflecting a year-on-year growth of 14.02% [2] - The net profit attributable to shareholders was 98.91 million yuan, showing a year-on-year decrease of 6.02% [2] - As of January 30, the number of shareholders was 55,800, a decrease of 7.91% compared to the previous period, while Hong Kong Central Clearing Limited increased its holdings by 1.567 million shares to 3.1701 million shares [2]

Group 1 - The company Rongda Photoelectric (300576) provided information regarding its shareholder count, stating that the total number of shareholders as of January 30, 2026, is 55,832 [1]

Group 1 - The company emphasizes that stock price performance in the secondary market is influenced by various factors, including macroeconomic environment, industry cycles, and market sentiment [2] - The company adheres strictly to the Securities Law and the Management Measures for Information Disclosure of Listed Companies, ensuring compliance with legal regulations [2] - Currently, the company reports no undisclosed significant operational risks, contract changes, or negative matters [2]

证券日报网讯2月2日，容大感光（300576）在互动平台回答投资者提问时表示，公司目前经营情况一切 正常，暂不存在应披露而未披露的信息。 ...

证券日报网讯2月2日，容大感光（300576）在互动平台回答投资者提问时表示，公司产品价格受原材料 成本、市场供需等多重因素影响，会进行动态调整。关于公司2025年第四季度以来产品价格等相关信 息，敬请关注公司将于2026年4月28日在指定媒体披露的《2025年年度报告》及后续定期报告。 ...

Market Overview - The global photoresist market exceeded $10 billion in 2022, with China's market nearing 10 billion RMB. It is projected to reach $12.6 billion globally and 15.2 billion RMB in China by 2026 [6][8]. - China's photoresist production capacity is primarily focused on lower-end products, particularly PCB photoresists [6]. Market Growth and Trends - The global photoresist market is expected to grow at a CAGR of approximately 12% from 2017 to 2026, while China's market is projected to grow at a CAGR of around 22% during the same period [7][8]. - The demand for photoresists is driven by the expansion of wafer fabs and the rise of AI technologies, which require advanced processing and higher precision in photoresist applications [11][12]. Industry Drivers - The push for domestic substitution in China is urgent due to geopolitical tensions and supply chain security concerns, particularly in high-end photoresist products [11][13]. - The rapid growth of AI and the expansion of wafer fabrication plants are significantly increasing the demand for photoresists, as they are critical materials in semiconductor manufacturing [11][12]. Industry Barriers - The photoresist industry faces high barriers to entry, including stringent customer validation processes, reliance on proprietary formulations, and dependence on imported raw materials and equipment [16][18]. - The production of high-end photoresists is limited by the monopolistic supply of advanced lithography machines, particularly EUV machines, which are primarily supplied by ASML [18][19]. Application Segmentation - The photoresist market is segmented into various applications, including PCB, LCD, and semiconductor photoresists, with each category having its specific subtypes [26][27]. - The demand for different types of photoresists varies based on their application, with semiconductor photoresists requiring the highest technical specifications and barriers [27][54]. Domestic Production and Substitution - The domestic production of photoresists in China is gradually increasing, with local companies capturing around 50% of the wet film photoresist and solder mask markets [36][34]. - Despite the high domestic production rate for PCB photoresists, the market for dry film photoresists remains heavily reliant on imports, dominated by Japanese companies [36][34]. Company Insights - Companies like Rongda Photoresist are leading in the PCB photoresist market, with a complete product range and strong customer relationships [41][42]. - Tongcheng New Materials has become the largest domestic supplier of display panel photoresists, achieving significant market share through strategic acquisitions and product innovations [59].

证券日报网讯1月27日，容大感光（300576）在互动平台回答投资者提问时表示，公司于2026年1月22日 披露《关于控股子公司注销完成的公告》，系控股子公司广东正奇新材料有限公司完成正常的工商注销 程序，该事项未涉及债务重组业务。 ...