华泰联合证券有限责任公司 关于深圳市容大感光科技股份有限公司 2025 年半年度跟踪报告 | 保荐人名称：华泰联合证券有限责任公司 | 被保荐公司简称：容大感光 | | --- | --- | | 保荐代表人姓名：张华熙 | 联系电话：0755-82492010 | | 保荐代表人姓名：肖耿豪 | 联系电话：0755-82492010 | | 保荐代表人姓名：阚傲 | 联系电话：0755-82492010 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括 | | | 但不限于防止关联方占用公司资源的制度、 募集资金管理制度、内控制度、内部审计制 | 是 | | 度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月 1 次 | | ...

Core Viewpoint - The domestic photoresist industry is experiencing a critical period of accelerated development, with leading companies showing impressive performance in revenue, profit, and technological advancements [4][5][6]. Group 1: Company Performance - Nanda Optoelectronics achieved a revenue of 1,228.87 million yuan in the first half of 2025, a year-on-year increase of 9.48%, and a net profit of 207.81 million yuan, up 16.30% [5][6]. - Tongcheng New Materials reported a revenue of 165.47 million yuan, a growth of 4.97%, with its semiconductor photoresist business growing over 50% for two consecutive years [6][8]. - Jingrui Electric Materials saw a revenue of 767.94 million yuan, a 10.68% increase, and a net profit of 69.75 million yuan, a significant increase of 1,501.66% [9][10]. - Shanghai Xinyang achieved a revenue of 896.65 million yuan, a growth of 35.67%, and a net profit of 133.31 million yuan, up 126.31% [11][12]. - Yongda Photosensitive reported a revenue of 506.30 million yuan, a 14.10% increase, but a net profit decline of 4.31% [13][14]. - Yake Technology's revenue reached approximately 4.29 billion yuan, a growth of 31.82%, with a net profit of 52.28 million yuan, up 0.63% [15][16]. - Dinglong Co., Ltd. reported a revenue of 1.73 billion yuan, a 14.00% increase, and a net profit of 311.04 million yuan, up 42.78% [17][18]. - Feikai Materials achieved a revenue of 146.23 million yuan, a 3.80% increase, and a net profit of 21.68 million yuan, up 80.45% [19][20]. - Bayi Shikong's revenue was 41.54 million yuan, a 10.63% increase, but net profit decreased by 37.90% [21][22]. - Ruilian New Materials reported a revenue of approximately 80.62 million yuan, a growth of 16%, and a net profit of about 16.61 million yuan, up 74% [23][24]. - Guangxin Materials achieved a revenue of 23.35 million yuan, a decrease of 10.38%, with a net profit decline of 51.38% [25][26]. - Huamao Technology reported a revenue of 1.11 billion yuan, a growth of 14.42%, and a net profit of 136.58 million yuan, up 3.21% [27][28]. - Jiuri New Materials saw a revenue of 71.35 million yuan, a decrease of 7.11%, with a net loss of 9.06 million yuan [29][30]. Group 2: Industry Trends - The photoresist industry is witnessing significant technological advancements, with many companies achieving breakthroughs in product development and production capacity [4][6][19]. - The domestic market is increasingly competitive, with companies focusing on R&D and expanding their product lines to meet the growing demand in semiconductor manufacturing [6][17][19]. - Companies are investing heavily in R&D, with some allocating over 13% of their revenue to develop advanced materials for integrated circuits and other applications [11][27].

Group 1 - The core point of the article is that Rongda Photoelectric has commenced production and sales at its photoresist dry film production line in Zhuhai [2] Group 2 - The company responded to investor inquiries on September 4, confirming the operational status of its production line [2]

Core Viewpoint - Rongda Photoelectric (300576) has commenced production and sales of its photoresist dry film production line at its Zhuhai factory as of September 4 [1] Company Summary - The company has successfully initiated production at its Zhuhai facility, indicating a significant step in its operational capabilities [1] - The commencement of sales suggests that the company is moving towards revenue generation from this new production line [1]

Group 1 - The core point of the article is that Rongda Photoelectric (300576.SZ) has commenced production and achieved sales from its photoresist dry film production line at its Zhuhai factory [1] Group 2 - The company has made significant progress in its production capabilities, indicating a positive development in its operational capacity [1] - The initiation of sales suggests a potential revenue stream for the company moving forward [1]

Group 1 - The electronic chemicals sector increased by 0.71% compared to the previous trading day, with Siquan New Materials leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Group 2 - The electronic chemicals sector saw a net inflow of 425 million yuan from main funds, while retail and speculative funds experienced net outflows of 220 million yuan and 203 million yuan, respectively [2] - The table provided shows the net inflow and outflow of funds for various companies within the electronic chemicals sector, highlighting significant movements in stocks such as Tiantong Co., Jianghua Micro, and Siquan New Materials [2]

Group 1 - The A-share market's photolithography machine sector has shown strong performance, with several companies experiencing significant stock price increases [1] - Taihe Technology reached a 20% limit up, while Sudavige rose over 13%, and Kaimeteqi hit a 10% limit up [1] - Other notable performers include Jingrui Electric Materials with a 9% increase, Guofeng New Materials up over 8%, and Baolidai and Jianghuamei both rising over 7% [1] Group 2 - Taihe Technology's stock increased by 19.99%, with a total market capitalization of 6.594 billion [2] - Sudavige's stock rose by 13.43%, with a market cap of 8.486 billion [2] - Kaimeteqi saw a 10% increase, with a market value of 12.2 billion, and has a year-to-date increase of 185.32% [2] - Jingrui Electric Materials increased by 9%, with a market cap of 14 billion and a year-to-date increase of 40.39% [2] - Guofeng New Materials rose by 8.82%, with a market cap of 6.523 billion and a year-to-date increase of 43.87% [2] - Baolidai and Jianghuamei both saw increases of 7.90% and 7.61% respectively, with market caps of 6.072 billion and 7.801 billion [2] - New Lai Yingcai increased by 6.62%, with a market cap of 17.8 billion and a year-to-date increase of 61.36% [2]

Group 1 - The A-share market's photolithography machine sector has shown strong performance, with several stocks hitting their daily limit up or experiencing significant gains [1] - Taihe Technology (300801) reached a limit up of 19.99%, with a total market capitalization of 65.94 billion and a year-to-date increase of 91.48% [2] - Su Dawei Ge (300331) rose by 13.43%, with a market cap of 84.86 billion and a year-to-date increase of 51.09% [2] - Kaimeteqi (002549) saw a 10% increase, with a market cap of 122 billion and a year-to-date increase of 185.32% [2] - Jingrui Electric Materials (300655) increased by 9%, with a market cap of 140 billion and a year-to-date increase of 40.39% [2] - Guofeng New Materials (000859) rose by 8.82%, with a market cap of 65.23 billion and a year-to-date increase of 43.87% [2] - Baolidi (300905) increased by 7.90%, with a market cap of 60.72 billion and a year-to-date increase of 32.49% [2] - Jianghua Micro (603078) rose by 7.61%, with a market cap of 78.01 billion and a year-to-date increase of 21.24% [2] - New Lai Ying Material (300260) increased by 6.62%, with a market cap of 178 billion and a year-to-date increase of 61.36% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

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"）。 证券代码：300576 证券简称： 容大感光 公告编号：2025-057 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 深圳市容大感光科技股份有限公司 董事会 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： | 1．基本情况 | | | --- | --- | | 信息披露义务人 | 林海望、杨遇春、黄勇、刘启升 | | 住所 | 广东省深圳市南山区******；广东省深圳市南山区****** ...

Group 1 - The core point of the article highlights that Rongda Photoelectric conducted two block trades on August 29, totaling 1.407 million shares and a transaction amount of 52.3263 million yuan, with a trading price of 37.19 yuan, reflecting a discount of 7.00% compared to the closing price of the day [2] - Over the past three months, Rongda Photoelectric has recorded a total of nine block trades, amounting to 93.9334 million yuan [2] - The closing price of Rongda Photoelectric on the reporting day was 39.99 yuan, showing a decline of 1.55%, with a daily turnover rate of 9.05% and a total transaction amount of 848 million yuan [2] Group 2 - The net outflow of main funds for Rongda Photoelectric on that day was 26.235 million yuan, and over the past five days, the stock has decreased by 1.33%, with a total net outflow of 159 million yuan [2] - The latest margin financing balance for Rongda Photoelectric is 604 million yuan, which has decreased by 23.6355 million yuan over the past five days, representing a decline of 3.76% [2] - A detailed overview of the block trades on August 29 shows two transactions with specific volumes, amounts, and prices, both reflecting a 7.00% discount compared to the closing price [2]