根据《深圳证券交易所创业板股票上市规则》《公司章程》等规定，本次注 销控股子公司事宜在总经理审批权限范围内，无需提交公司董事会和股东会审议。 本次注销子公司不涉及关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。关于正奇新材注销情况如下： 证券代码：300576 证券简称：容大感光 公告编号：2026-002 深圳市容大感光科技股份有限公司 关于控股子公司注销完成的公告 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。 为提升子公司管理效率、优化内部管理结构、降低管理成本，深圳市容大感 光科技股份有限公司（以下简称"公司"或"容大感光"）的控股子公司广东正奇新材 料有限公司（以下简称"正奇新材"）近日已完成注销，并办理了工商注销登记手续。 一、注销主体基本情况 企业名称：广东正奇新材料有限公司 统一社会信用代码：91441381MA55YFTE6D 公司类型：有限责任公司 住所：惠州市惠阳三和经济开发区拾围上围立凯工业园 注册资本：800 万元 法定代表人：江平 成立日期：2021 年 2 月 8 日 经营范围：新型膜材料制造；新型膜材料销 ...

Core Insights - The global semiconductor materials market is experiencing a strong recovery, with a market size of $66.7 billion in 2023 and expected to exceed $73 billion by 2025, driven by demand from AI and wafer fab expansions [1] - China is becoming a key growth engine in the semiconductor materials market, with a sales figure of $13.1 billion in 2023, marking a year-on-year growth of 3.8% and increasing its global market share to 20% [1] Market Structure - Semiconductor materials are divided into wafer manufacturing materials and packaging materials, with wafer manufacturing materials dominating the market at 62.2% share ($41.5 billion) in 2023 [2] - Silicon wafers hold the largest share in wafer manufacturing materials at 33%, followed by electronic specialty gases (14%) and photomasks (13%) [2] - The market is highly concentrated, with major players in silicon wafers and photolithography materials predominantly from Japan and the U.S. [2] Core Material Breakthroughs - Domestic companies are making significant progress in wafer manufacturing materials, with local firms achieving breakthroughs in 12-inch silicon wafers and photolithography materials [3][4] - The domestic market for electronic specialty gases is also advancing, with companies like Huate Gas entering the TSMC supply chain [4] Packaging Materials - The global packaging materials market saw a decline of 10.1% to $25.2 billion in 2023, but advanced packaging is driving growth, with a projected increase of 19.62% [5] - Domestic companies are rapidly iterating technology in advanced packaging materials, with significant market shares in lead frames and packaging substrates [5] Import Dependency and Policy Support - China still faces significant import dependency in key categories like photolithography materials and electronic specialty gases, with over 90% reliance on imports for high-end materials below 14nm [6][8] - The government is focusing on critical areas through initiatives like the National Big Fund, aiming for 70% self-sufficiency in core materials by 2030 [6][8] Challenges and Future Outlook - Despite notable advancements, the industry faces challenges such as reliance on foreign technology for EUV-grade silicon wafers and high-end photolithography materials [7] - The advanced packaging materials market is expected to reach $39.3 billion by 2025, indicating a significant growth opportunity for domestic companies [7]

证券日报网讯1月19日，容大感光（300576）在互动平台回答投资者提问时表示，作为国内领先的光刻 胶供应商，公司产品已覆盖PCB、显示面板、半导体等多个领域。经过多年持续研发与技术积累，公司 部分光刻胶产品在关键性能指标上已达到或超越同类进口产品的水平，并已在部分客户中实现批量应 用，打破了国外厂商在部分中高端光刻胶市场的长期垄断局面。 ...

容大感光（300576.SZ）1月19日在投资者互动平台表示，您好，公司KrF光刻胶项目已完成了光刻机等 核心设备的配置工作，目前正积极开展相关产品的研发工作，感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司KrF光刻胶是否有客户验证通过？ ...

Group 1 - Nanda Optoelectronics is a core enterprise in the semiconductor materials field, focusing on the R&D and mass production of ArF photoresists, having achieved breakthroughs that disrupt the monopoly of Japanese and American companies in the mid-to-high-end photoresist market [1][38][39] - The company has established deep cooperation with foundries in the Yangtze River Delta and has successfully validated its ArF photoresist for 28nm processes, leading to significant order growth and capacity expansion following the introduction of U.S. semiconductor tariffs in 2026 [1][39] - The National Big Fund has provided financial support for its photoresist projects, enhancing its first-mover advantage in the domestic photoresist market [1][39] Group 2 - Tongcheng New Materials, based in Shanghai, is a leading domestic rubber additive company that has entered the photoresist market through the acquisition of Beixu Electronics, focusing on the R&D and production of KrF photoresists [2][40] - The company has established stable partnerships with major domestic foundries, achieving large-scale production of KrF photoresists widely used in memory chips and power devices [2][40] - Plans for an H-share listing in 2026 aim to raise funds for high-end photoresist R&D and capacity expansion, further enhancing its competitive edge in the domestic market [2][40] Group 3 - Dinglong Co., headquartered in Wuhan, is a leader in printing and copying consumables, diversifying into semiconductor materials with a focus on polishing pads and supporting materials for photoresists [3][41] - The company has established close cooperation with major foundries like SMIC, achieving import substitution for its CMP polishing pads, which supports its photoresist business [3][41] - Following the U.S. semiconductor tariffs, there has been a surge in demand for localized supporting materials, leading to increased orders for its photoresist and related products [3][41] Group 4 - Yake Technology, located in Jiangsu, has entered the semiconductor photoresist market through the acquisition of South Korea's UP Chemical, focusing on KrF and ArF photoresists [4][42] - The company has integrated the technical advantages of the Korean team with domestic market resources, positioning itself as a core supplier of mid-to-high-end photoresists in the global semiconductor supply chain [4][42] - The electronic specialty gas business complements its photoresist offerings, providing a one-stop material solution for foundries [4][42] Group 5 - Dongcai Technology, based in Sichuan, specializes in high polymer resin materials for photoresists, leveraging its chemical industry foundation in the Southwest [5][43] - The company has achieved batch supply of resin products for various photoresist models, including G/I line and KrF, validated by multiple domestic photoresist manufacturers [5][43] - The demand for localized raw materials has surged following the U.S. semiconductor tariffs, leading to increased production capacity and a focus on high-end resin materials for ArF photoresists [5][43] Group 6 - Lianhong New Materials, located in Shandong, produces core raw materials such as monomers and solvents for photoresists, achieving low-cost production with quality meeting import standards [6][44] - The company has established long-term partnerships with downstream photoresist manufacturers, enhancing product adaptability and market share [6][44] - The acceleration of domestic substitution due to U.S. tariffs has led to a significant increase in orders for its photoresist raw materials [6][44] Group 7 - Shengquan Group, based in Shandong, focuses on developing phenolic and epoxy resins for photoresists, achieving breakthroughs in green and high-performance materials [7][45] - The company has become a core supplier for downstream photoresist manufacturers, benefiting from the growing demand for upstream resin materials following the U.S. semiconductor tariffs [7][45] - Increased R&D investment aims to develop high-end resin materials for KrF photoresists, further extending its position in the semiconductor materials industry [7][45] Group 8 - Shanghai Xinyang, a leader in semiconductor cleaning liquids, has diversified into the photoresist market, focusing on G/I line and electroplating photoresists [8][46] - The company has achieved large-scale production of G/I line photoresists, becoming a major supplier for domestic packaging applications [8][46] - The introduction of U.S. tariffs has accelerated the domestic adoption of photoresist materials, significantly increasing order volumes for its products [8][46] Group 9 - Jingrui Electric Materials, located in Jiangsu, is a leader in microelectronic materials, with its photoresist business covering multiple models including G/I line and KrF [9][48] - The company has accumulated extensive experience in photoresist R&D and production, with KrF photoresists entering the customer validation phase [9][48] - The U.S. semiconductor tariffs have led to a significant increase in domestic procurement of photoresists, resulting in notable revenue growth for the company [9][48] Group 10 - Huamao Technology, based in Fujian, has entered the photoresist market through the acquisition of XuZhou Bokan, focusing on ArF photoresist R&D [10][49] - The company aims to leverage its technical reserves to achieve breakthroughs in the production of mid-to-high-end photoresists, particularly in automotive semiconductor applications [10][49] - The acceleration of domestic substitution due to U.S. tariffs positions the company favorably in the ArF photoresist market [10][49] Group 11 - Jingfang Technology, headquartered in Jiangsu, specializes in semiconductor packaging and testing, relying on photoresists as a core consumable in its processes [11][50] - The company is enhancing cooperation with domestic photoresist manufacturers to optimize supply chain costs amid the push for domestic substitution [11][50] - The growth in demand from automotive electronics and AIoT sectors is driving the expansion of its packaging business, indirectly benefiting from the photoresist market [11][50] Group 12 - Xinlai Yingcai, based in Jiangsu, is a leader in ultra-pure fluid equipment, providing clean production equipment for photoresist manufacturing [12][51] - The company is expanding its product offerings to include ultra-clean equipment suitable for ArF and EUV photoresist production [12][51] - The demand for clean equipment has surged following the U.S. semiconductor tariffs, leading to significant order growth [12][51] Group 13 - Hubei Yihua, located in Hubei, is a leader in basic chemicals, producing raw materials for photoresists such as chlorobenzene and phosphorus trichloride [13][53] - The company has achieved large-scale production of photoresist raw materials, benefiting from the growing demand for localized supply following U.S. tariffs [13][53] - Its integrated chemical industry advantages help reduce production costs, enhancing its competitiveness in the photoresist supply chain [13][53]

证券日报网讯1月14日，容大感光（300576）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司全体股东总户数为60143户。 ...

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 年现场检查报 告 根据中国证监会《证券发行上市保荐业务管理办法》和《深圳证券交易所上 市公司自律监管指引第 13 号——保荐业务》等有关法律法规的要求，华泰联合 证券有限责任公司作为深圳市容大感光科技股份有限公司（以下简称"容大感光" 或"公司"）2022 年度向特定对象发行股票并在创业板上市和 2024 年度以简易 程序向特定对象发行股票的保荐人，于 2025 年 12 月 29 日至 12 月 31 日对深圳 市容大感光科技股份有限公司 2025 年有关情况进行了现场检查，报告如下： 现场检查报告 | 2.是否在股票上市后六个月内建立内部审计制度并设立内部审计 | | √ | | --- | --- | --- | | 部门（如适用） | | | | 3.内部审计部门和审计委员会的人员构成是否合规（如适用） | √ | | | 4.审计委员会是否至少每季度召开一次会议，审议内部审计部门提 | √ | | | 交的工作计划和报告等（如适用） | | | | 5.审计委员会是否至少每季度向董事会报告一次内部审计工作进 | √ | | | ...

培训情况报告 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持续督导期 2025年培训情况报告 深圳证券交易所： 华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐机构"）作 为深圳市容大感光科技股份有限公司（以下简称"容大感光"、"公司"）2022 年 度向特定对象发行股票并在创业板上市和 2024 年度以简易程序向特定对象发行 股票的保荐机构，根据《深圳证券交易所上市公司自律监管指引第 13 号——保 荐业务》《深圳证券交易所创业板股票上市规则》和《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》等法规和规则的相关规定以 及容大感光的实际情况，认真履行保荐机构应尽的职责，对容大感光的董事、高 级管理人员及上市公司控股股东和实际控制人等相关人员进行了有计划、多层次 的 2025 年度持续督导培训，所培训的内容严格按照中国证券监督管理委员会及 深圳证券交易所有关持续督导的最新要求进行。 一、培训的主要内容 2025 年 12 月 30 日，培训小组根据通过采取现场授课与线上授课相结合的 方式对公司董事、高级管理人员及上市公司控股股东和实际控制人等相关人员培 训。 ...

（记者 王晓波） 每经AI快讯，容大感光1月9日晚间发布公告称，公司于近日接到公司控股股东、一致行动人之一林海 望先生通知，获悉林海望先生将持有的公司部分股份办理了解除质押、质押及质押展期业务。林海望持 有公司股份约4411万股，杨遇春持有公司股份约4068万股，黄勇持有公司股份约4040万股，刘启升持有 公司股份约3068万股，合计持有公司股份约1.56亿股，占公司总股本42.55%。截至本公告日，公司控股 股东、一致行动人林海望累计质押股份数量1797万股，占其所持股份比例为40.74%，占公司总股本比 例为4.9%。 每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ ...

证券代码：300576 证券简称：容大感光 公告编号：2026-001 深圳市容大感光科技股份有限公司 关于控股股东、一致行动人部分股份解除质押、 质押及质押展期的公告 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： 深圳市容大感光科技股份有限公司（以下简称"公司"） 控股股东、一致行动人 为林海望、杨遇春、黄勇、刘启升。林海望持有公司股份 44,111,777 股，杨遇春持 有公司股份 40,680,223 股，黄勇持有公司股份 40,397,052 股，刘启升持有公司股份 30,684,037 股，合计持有公司股份 155,873,089 股，占公司总股本 42.55%。 公司于近日接到公司控股股东、一致行动人之一林海望先生通知，获悉林海望 先生将持有的公司部分股份办理了解除质押、质押及质押展期业务，现将有关事项 公告如下： 一、股东部分股份的基本情况 1、股份解除质押的基本情况 1 注：1、以上解除质押股份的原始质押情况请见公司于巨潮资讯网（www.cninfo.com.cn）披 露的相关公告，分别为 2025 年 1 月 10 日披露的 2 ...