深圳市容大感光科技股份有限公司 关于完成工商变更登记的公告 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。 深圳市容大感光科技股份有限公司（以下简称"公司"）于 2025 年 11 月 27 日 召开 2025 年第二次临时股东大会审议通过了《关于修订＜公司章程＞的议案》《关 于制定、修订及废止公司相关治理制度的议案》，根据《公司法》《上市公司章 程指引》《关于新<公司法>配套制度规则实施相关过渡期安排》等有关法律、法 规和规范性文件的规定，结合公司实际情况，《公司法》所规定监事会的职权由 董事会审计委员会行使，公司《监事会议事规则》等监事会相关制度相应废止， 具体内容详见公司于 2025 年 11 月 10 日披露的《关于修订<公司章程>的公告》（公 告编号：2025-066）及《关于制定、修订及废止公司相关治理制度的公告》（公告 编号：2025-067）。 近日，公司完成上述工商变更登记手续，并取得了深圳市市场监督管理局下 发的《登记通知书》。 特此公告。 证券代码：300576 证券简称：容大感光 公告编号：2025-074 深圳市容大感光科技股份有限公 ...

Core Insights - Rongda Photoelectric has completed the configuration of core equipment for the KrF (248nm) photoresist project and is actively conducting related product research and development [1] - The RGB photoresist for color filters has achieved limited sales, with some customers conducting factory transfer product validation and testing customized samples [1] - The high-performance positive photoresist for OLED/LTPS has completed laboratory development and is currently connecting with customer resources, awaiting testing opportunities [1]

容大感光在互动平台表示，KrF（248nm）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；彩色滤光片用RGB光刻胶项目已经实现少量销售，部分客户正在开展 转厂产品验证，部分客户正在测试定制开发的样品；OLED/LTPS用高分辨正性光刻胶项目已经完成实 验室开发，正在对接客户资源，等待测试机会。 ...

Core Viewpoint - The A-share market experienced a strong opening on December 1, with all three major indices rising, driven by significant inflows into large-cap stocks and various sectors such as smart speakers, MCU chips, and rare earths [1][2][4]. Market Performance - On December 1, the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and other indices saw increases of 0.65%, 1.25%, 1.31%, and 1.52% respectively, with the Shanghai Composite Index surpassing 3910 points [1][2]. - The total market turnover reached 1.89 trillion yuan, an increase of 291.7 billion yuan from the previous trading day, indicating a significant increase in trading activity [2][4]. Sector Analysis - Key sectors that showed strong performance included smart speakers, MCU chips, ice and snow tourism, rare earths, and 6G technology, while lithium battery-related sectors experienced some adjustments [2][3]. - Among the major industries, non-ferrous metals, communication, and electronics led the gains, with increases of 2.85%, 2.81%, and 1.58% respectively [2][4]. Stock Contributions - Major contributors to the Shenzhen Component Index included Ningde Times, Zhongji Xuchuang, and ZTE, which collectively contributed 64.08 points, accounting for nearly 40% of the index's rise [2]. - In the ChiNext Index, Ningde Times and Zhongji Xuchuang were also significant contributors, accounting for over 90% of the index's increase [2]. Fund Flow - On December 1, the net inflow of funds into the Shanghai and Shenzhen markets exceeded 40 billion yuan, with large-cap stocks attracting significant investment [3][4]. - A total of 2321 stocks saw net inflows, while 2827 stocks experienced net outflows, indicating a preference for large-cap stocks [3][4]. Future Market Outlook - Analysts suggest that the current market conditions, including easing overseas disturbances and expectations of global liquidity, provide a solid foundation for a potential year-end rally [5]. - Historical trends indicate that growth and cyclical sectors are likely to perform well, with a focus on sectors such as aviation equipment and AI-related technologies [5].

Core Viewpoint - Japan has reportedly stopped exporting photoresists to China since mid-December, which is seen as a significant move in the semiconductor supply chain, particularly affecting companies like Canon, Nikon, and Mitsubishi Chemical [1] Group 1: Market Dynamics - The global semiconductor photoresist market is dominated by Japanese companies such as JSR, Shin-Etsu Chemical, Tokyo Ohka, and Sumitomo Chemical, which collectively hold a 95% market share [1] - The market response to the news has been positive, with photoresist-related stocks rising over 2%, indicating strong expectations for domestic alternatives in semiconductor photoresists [2] Group 2: Domestic Industry Response - Companies like Rongda Photoresist have reported that they have achieved performance benchmarks that allow them to replace some Japanese products, with their KrF (248nm) photoresist project nearing completion [3] - Other companies, such as Hengkang New Materials and Bayi Space, have also made strides in developing and selling photoresist products, indicating a shift towards local production capabilities [3] Group 3: Supply Chain Dependencies - Despite advancements, there remains a dependency on Japanese raw materials for photoresist production, as many companies rely on different sources for their materials [3] - Notably, Japan's semiconductor materials, including photoresist resins and photoinitiators, are heavily reliant on rare earth elements imported from China, which constitutes 90% of their supply [3] Group 4: Market Share Breakdown - The market shares for various types of photoresists are as follows: - I-line/G-line photoresists: 88% by Tokyo Ohka, DuPont, JSR, Sumitomo Chemical, and Dongjin Semichem [4] - KrF photoresists: 95% by Tokyo Ohka, Shin-Etsu Chemical, DuPont, JSR, and Fuji Film [4] - ArF photoresists: 94% by Shin-Etsu Chemical, JSR, Tokyo Ohka, DuPont, and Sumitomo Chemical [4] - EUV photoresists: monopolized by JSR, Shin-Etsu Chemical, and Tokyo Ohka [4]

证券时报·数据宝统计，截至12月1日收盘，沪指报收3914.01点，涨跌幅0.65%；深成指报收13146.72 点，涨跌幅1.25%；创业板指报收3092.50点，涨跌幅1.31%。从平均每笔成交数据来看，有2491只个股 平均每笔成交量环比增加，其中，85只个股平均每笔成交量增幅超50%；2067只个股每笔成交量环比下 降。其中嘉戎技术、今飞凯达、中晟高科等个股环比增幅较大。从单只个股成交笔数来看，*ST炼石、 杰瑞股份、容大感光等三只个股环比增幅居前，说明这些个股近期表现活跃。结合每笔成交量和成交笔 数来看，有39只个股每笔成交量和成交笔数环比增幅均超50%，详情如下表所示。（数据宝） 12月1日每笔成交环比增幅居前个股 | 证券代码 | 证券简称 | 日涨跌(%) | 每笔成交(股) | 环比(%) | | --- | --- | --- | --- | --- | | 301148 | 嘉戎技术 | 20.01 | 1009 | 239.29 | | 002863 | 今飞凯达 | 9.98 | 2050 | 212.04 | | 002778 | 中晟高科 | 10.00 | 1240 | 201 ...

Group 1 - The core point of the article is that Rongda Photoelectric (SZ 300576) announced that its controlling shareholder, Lin Haiwang, has pledged 2.2 million shares, which is part of a larger total of 21.12 million shares pledged, representing 5.77% of the company's total equity [1] - Lin Haiwang holds approximately 44.11 million shares, while other major shareholders hold a combined total of about 156 million shares, accounting for 42.55% of the company's total equity [1] - The company's revenue composition for 2024 indicates that 99.86% comes from the electronic chemical industry, with only 0.14% from other businesses [1] Group 2 - As of the report date, Rongda Photoelectric has a market capitalization of 15 billion yuan [1] - The total number of shares pledged by Lin Haiwang represents 47.88% of his holdings [1]

Core Viewpoint - The photoresist sector has shown a notable increase of 2.48%, ranking as the 9th highest among concept sectors, with significant contributions from several stocks experiencing substantial gains [1][2]. Group 1: Stock Performance - A total of 57 stocks within the photoresist sector saw an increase, with Huarong Chemical hitting the daily limit up of 20% [1]. - Leading gainers included Rongda Photoelectric, Nanda Optoelectronics, and Tongcheng New Materials, which rose by 17.86%, 8.84%, and 7.70% respectively [1]. - Conversely, stocks such as Huasoft Technology, Anda Intelligent, and Jushi Chemical faced declines of 10.01%, 5.79%, and 5.02% respectively [1]. Group 2: Capital Flow - The photoresist sector attracted a net inflow of 2.199 billion yuan, with 46 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2]. - Rongda Photoelectric led the sector with a net inflow of 467 million yuan, followed by Guofeng New Materials and Nanda Optoelectronics with net inflows of 295 million yuan and 247 million yuan respectively [2]. - In terms of net inflow ratios, Xinyi Co., Guofeng New Materials, and Rongda Photoelectric had the highest ratios at 28.95%, 17.73%, and 17.43% respectively [3].

Core Insights - The electronic chemicals sector experienced a 2.55% increase on December 1, with Rongda Photoelectric leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Rongda Photoelectric (300576) closed at 40.99, up 17.86%, with a trading volume of 671,900 shares and a transaction value of 2.677 billion [1] - Nanda Optoelectronics (300346) closed at 41.50, up 8.84%, with a trading volume of 857,200 shares and a transaction value of 3.463 billion [1] - Jingrui Electric Materials (300655) closed at 16.47, up 7.02%, with a trading volume of 1,377,700 shares and a transaction value of 2.198 billion [1] - Other notable performers include Grinda (603931) up 6.34% and Lier Technology (688683) up 5.16% [1] Capital Flow - The electronic chemicals sector saw a net inflow of 1.209 billion from institutional investors, while retail investors experienced a net outflow of 755 million [2][3] - Major stocks like Rongda Photoelectric and Nanda Optoelectronics attracted significant institutional investment, with net inflows of 465 million and 255 million respectively [3]

证券代码：300576 证券简称：容大感光 公告编号：2025-073 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质押的公告 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： 3、截至 2025 年 11 月 28 日，公司控股股东、一致行动人林海望、黄勇、刘启升、杨遇春累 计质押股份数占其持股总数比例 13.55%； 4、表格中若出现合计数与各分项数据之和尾数不符的，均为四舍五入原因所致。 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质押业务，现将有关事项公告如下： 二、股东股份累计质押的情况 截至本公告披露日， ...