Core Viewpoint - Company Rongda Photoelectric (300576.SZ) has stated that there are currently no business dealings with Changxin Storage and Yangtze Memory Technologies [1] Group 1 - Company has confirmed the absence of business relations with Changxin Storage [1] - Company has confirmed the absence of business relations with Yangtze Memory Technologies [1]

每经AI快讯，有投资者在投资者互动平台提问：贵公司跟上海微电子公司有业务往来吗？ 容大感光（300576.SZ）9月26日在投资者互动平台表示，截至目前，公司与上海微电子暂无业务往来。 （文章来源：每日经济新闻） ...

Core Viewpoint - Company Rongda Photoelectric (300576.SZ) has stated that there is currently no business relationship with Shanghai Micro Electronics [1] Summary by Category - Company Information - Rongda Photoelectric has confirmed the absence of any business dealings with Shanghai Micro Electronics as of now [1]

深圳市容大感光科技股份有限公司 关于控股股东、实际控制人持股比例变动触及 1%整数倍的公告 控股股东及一致行动人林海望先生、杨遇春先生、黄勇先生、刘启升先生保 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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市容大感光科技股份有限公司（以下简称"公司"）于 2025 年 7 月 30 日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《关于控股股东及一致行动人减持股份 预披露公告》（公告编号：2025-051）（以下简称"预披露公告"）。 公司于近日收到控股股东及一致行动人林海望先生、杨遇春先生、黄勇先生、刘 启升先生出具的《关于持股比例变动触及 1%整数倍的告知函》，现将有关情况公告 如下： 证券代码：300576 证券简称： 容大感光 公告编号：2025-058 2 本次变动是否存在违反 《证券法》《上市公司收 购管理办法》等法律、行 政法规、部门规章、规范 性文件和本所业务规则 等规定的情况 是□ 否 5．被限制表决权的股份情况 按照《证券法》第六十三 条的规定，是否存在不得 行使表决 ...

Core Viewpoint - The recent trading activity of Rongda Photoelectric indicates a significant amount of block trades and a notable increase in margin financing, suggesting potential investor interest and market dynamics [2][3]. Trading Activity - On September 25, Rongda Photoelectric recorded 2 block trades with a total volume of 2.256 million shares and a total transaction value of 84.9835 million yuan, with a trading price of 37.67 yuan, reflecting a discount of 6.15% compared to the closing price [2]. - Over the past three months, the stock has seen a total of 11 block trades, accumulating a total transaction value of 179 million yuan [2]. - The closing price on the same day was 40.14 yuan, down 1.52%, with a daily turnover rate of 12.89% and a total transaction amount of 1.207 billion yuan, indicating a net outflow of 129 million yuan in main funds [2]. Margin Financing - The latest margin financing balance for Rongda Photoelectric is 735 million yuan, which has increased by 148 million yuan over the past five days, representing a growth rate of 25.13% [3]. Company Background - Rongda Photoelectric Technology Co., Ltd. was established on June 25, 1996, with a registered capital of 3.66367572 billion yuan [3].

Core Viewpoint - The trading volume of Rongda Photoelectric has reached a new high since November 13, 2024, indicating strong market interest and activity in the stock [2]. Group 1: Company Performance - Rongda Photoelectric's trading volume reached 1.418 billion RMB, marking a significant increase compared to the previous trading day's volume of 667 million RMB [2]. - The latest stock price of Rongda Photoelectric has increased by 7.11%, with a turnover rate of 15.04% [2]. Group 2: Company Background - Shenzhen Rongda Photoelectric Technology Co., Ltd. was established on June 25, 1996, with a registered capital of 3.66367572 billion RMB [2].

Core Viewpoint - The stock of Rongda Photoelectric increased by 2.08% on September 22, 2023, with a trading volume of 390 million yuan and a market capitalization of 14.226 billion yuan, indicating positive market sentiment towards the company [1]. Financial Performance - For the first half of 2025, Rongda Photoelectric achieved operating revenue of 506 million yuan, representing a year-on-year growth of 14.10%. However, the net profit attributable to shareholders decreased by 4.31% to 68.9655 million yuan [2]. - Since its A-share listing, the company has distributed a total of 118 million yuan in dividends, with 56.6104 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2023, the number of shareholders for Rongda Photoelectric was 49,000, a decrease of 7.21% from the previous period. The average number of circulating shares per shareholder increased by 7.77% to 4,743 shares [2]. - As of June 30, 2025, the top ten circulating shareholders included the Southern CSI 1000 ETF, which increased its holdings by 395,000 shares to 1.7251 million shares, and Hong Kong Central Clearing Limited, which became a new shareholder with 1.6027 million shares [3]. Stock Performance - Year-to-date, Rongda Photoelectric's stock price has increased by 3.34%, with a 5.03% rise over the last five trading days. However, it has seen a decline of 3.53% over the last 20 days and a 4.52% increase over the last 60 days [1].

Core Viewpoint - The advancement of semiconductor localization has led to the emergence of several strong companies in the photoresist sector, providing high-quality products that empower the rapid development of the semiconductor industry [1] Company Summaries - **Jiu Ri New Materials (Stock Code: 688199)**: Jiu Ri New Materials has established a full industry chain layout, becoming the world's largest supplier of photoinitiators and a potential dark horse in the photoresist field. With over 20 years of experience in chemical synthesis and process optimization, the company has developed more than 30 semiconductor photoresist formulations, achieving bulk supply after successful testing by downstream customers. The order volume has reached a ton-level scale, with photoinitiators achieving large-scale sales across various sectors including display panels and semiconductor chip production [3] - **Rongda Photosensitive (Stock Code: 300576)**: Rongda Photosensitive focuses on the research, production, and sales of photoresist products, primarily G-line and I-line photoresists. The company plans to launch its semiconductor photoresist production line in 2025, targeting the packaging market [4] - **Tongcheng New Materials (Stock Code: 603650)**: Tongcheng New Materials operates as a platform enterprise for new materials, covering photoresists (semiconductor/display), specialty rubber additives, and biodegradable materials. Its subsidiary, Beijing Kehua, focuses on semiconductor photoresists, achieving a high domestic market share for KrF photoresists, while ArF photoresists have passed customer validation and are in continuous mass production. EUV packaging photoresists are currently in the research and development stage [5] - **Nanda Optoelectronics (Stock Code: 300346)**: Nanda Optoelectronics' main business includes advanced precursor materials, electronic special gases, photoresists, and supporting materials. Its semiconductor materials cover ArF photoresists and electronic special gases, applicable in the manufacturing of chips with a process node of 28nm and above [6] - **Shanghai Xinyang (Stock Code: 300236)**: Shanghai Xinyang is dedicated to providing integrated solutions for key process materials, supporting equipment, application processes, and on-site services for integrated circuits. Its product offerings include KrF photoresists, wafer-level packaging photoresists, electroplating solutions, and cleaning agents, serving the manufacturing of storage and logic chips [7]

Company Overview - Company name: Shenzhen Rongda Photoelectric Technology Co., Ltd. - Established on June 25, 1996, and listed on December 20, 2016 - Main business involves R&D, production, and sales of electronic chemicals including PCB photoresists, display photoresists, semiconductor photoresists, and specialty inks - Revenue composition: PCB photoresists account for 99.86%, while other products contribute 0.14% [1] Stock Performance - As of September 18, the stock price increased by 2.02% to 38.93 CNY per share, with a trading volume of 249 million CNY and a turnover rate of 2.78% - Total market capitalization stands at 14.263 billion CNY - Year-to-date stock price growth is 3.61%, with a 4.82% increase over the last five trading days, a 0.69% decrease over the last 20 days, and a 10.25% increase over the last 60 days [1] Financial Performance - For the period from January to June 2025, the company achieved revenue of 506 million CNY, representing a year-on-year growth of 14.10% - The net profit attributable to shareholders was 68.9655 million CNY, showing a year-on-year decrease of 4.31% [2] Shareholder Information - As of September 10, the number of shareholders decreased by 7.21% to 49,000, while the average number of tradable shares per person increased by 7.77% to 4,743 shares - Cumulative cash dividends since the A-share listing amount to 118 million CNY, with 56.6104 million CNY distributed over the past three years [2][3] Institutional Holdings - As of June 30, 2025, the eighth largest circulating shareholder is the Southern CSI 1000 ETF, holding 1.7251 million shares, an increase of 395,000 shares from the previous period - Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 1.6027 million shares as a new shareholder [3]

Group 1 - The company Rongda Photoelectric (300576) reported that as of September 10, 2025, the total number of shareholders is 49,049 [1]