证券之星消息，9月15日电子化学品板块较上一交易日下跌0.95%，晶瑞电材领跌。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600330 | 天通股份 | 11.22 | 4.86% | 175.42万 | 19.60亿 | | 301319 | 唯特偶 | 34.50 | 4.04% | 9.31万 | 3.16亿 | | 603002 | 宏昌电子 | 8.22 | 2.49% | 47.14万 | 3.79亿 | | 688683 | 莱尔科技 | 36.14 | 1.23% | 1.21万 | 4338.99万 | | 688548 | 广钢气体 | 11.41 | 1.15% | 25.54万 | 2.92亿 | | 603078 | 江化微 | 20.27 | 0.40% | 31.57万 | 6.48亿 | | 300285 | 国瓷材料 | 23. ...

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].

证券之星消息，9月10日，晶瑞电材（300655）融资买入1.55亿元，融资偿还1.52亿元，融资净买入 287.92万元，融资余额8.15亿元，近3个交易日已连续净买入累计1.12亿元，近20个交易日中有14个交易 日出现融资净买入。 融券方面，当日融券卖出1100.0股，融券偿还3.37万股，融券净买入3.26万股，融券余量18.34万股，近 20个交易日中有13个交易日出现融券净卖出。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09-10 | 287.92万 | 8.15亿 | 5.88% | | 2025-09-09 | 2623.78万 | 8.12亿 | 5.68% | | 2025-09-08 | 8274.16万 | 7.86亿 | 5.69% | | 2025-09-05 | 3549.75万 | 7.03亿 | 5.27% | | 2025-09-04 | -742.03万 | 6.68亿 | 5.39% | | 交易日 | 融券冷卖用(股) | | 融券会重(股) | 融券余额(元) | ...

Market Performance - The large fund concept sector increased by 2.8% on September 5, with Baiwei Storage leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Baiwei Storage (688525) closed at 71.66, with a rise of 12.89% and a trading volume of 304,500 shares, amounting to a transaction value of 2.11 billion [1] - Shenzhen South Circuit (002916) closed at 182.25, up 7.97%, with a trading volume of 157,000 shares and a transaction value of 2.75 billion [1] - Jingrui Electronic Materials (300655) closed at 13.20, up 7.76%, with a trading volume of 1,564,100 shares and a transaction value of 2.00 billion [1] - Jiangbolong (301308) closed at 93.59, up 7.72%, with a trading volume of 110,480 shares and a transaction value of 0.95 billion [1] - Other notable stocks include Saiwei Electronics (300456) up 6.87%, Sanan Optoelectronics (600703) up 6.67%, and Guoxin Technology (688262) up 5.66% [1] Fund Flow Analysis - The large fund concept sector saw a net inflow of 83.92 million from institutional investors, while retail investors contributed a net inflow of 620 million [1] - Notable net inflows from individual stocks include Sanan Optoelectronics with 17.8 million and Jingrui Electronic Materials with 13.7 million [2] - Conversely, retail investors showed significant outflows in several stocks, including Baiwei Storage with a net outflow of 127 million and Jingrui Electronic Materials with a net outflow of 94.4 million [2]

Market Performance - On September 5, the electronic chemicals sector rose by 4.76%, with Laird Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Laird Technology (688683) closed at 36.50, up 11.21% with a trading volume of 47,100 shares and a turnover of 164 million yuan [1] - Fivotech (688371) closed at 25.21, up 10.23% with a trading volume of 54,400 shares and a turnover of 132 million yuan [1] - Tiantong Co. (600330) closed at 12.10, up 10.00% with a trading volume of 3.1078 million shares and a turnover of 3.563 billion yuan [1] - Other notable performers include Guanghua Technology (002741) up 9.99%, Jingrui Electric Materials (300655) up 7.76%, and Jianghuai Micro (603078) up 5.45% [1] Capital Flow Analysis - The electronic chemicals sector saw a net inflow of 447 million yuan from institutional investors, while retail investors contributed a net inflow of 185 million yuan [1] - Notably, the sector experienced a net outflow of 632 million yuan from speculative funds [1] Detailed Capital Flow for Selected Stocks - Tiantong Co. (600330) had a net inflow of 191 million yuan from institutional investors, but a net outflow of 82.38 million yuan from speculative funds [2] - Guanghua Technology (002741) saw a net inflow of 188 million yuan from institutional investors, with a significant net outflow of 110 million yuan from speculative funds [2] - Jingrui Electric Materials (300655) had a net inflow of 137 million yuan from institutional investors, while experiencing a net outflow of 42.11 million yuan from speculative funds [2]

| 证券简称：晶瑞电材 | 公告编号：2025-095 | | --- | --- | | 证券代码：300655 | | 债券代码：123124 债券简称：晶瑞转 2 晶瑞电子材料股份有限公司 近日，公司控股子公司瑞红（苏州）电子化学品股份有限公司（以下简称"瑞 红苏州"）使用公司向不特定对象发行可转换公司债券的募集资金购买的银行理 财产品已到期赎回，具体情况如下： 1 | 投资 主体 | 受托人名称 | 产品名称 | 产品类型 | 现金管理金 额（万元） | 起始日 | | 到期日 | 理财收益 （万元） | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 兴业银行股 | | | | | | | | | 瑞红 | 份有限公司 | 兴业银行企业 金融人民币结 | 保本浮动 | 12,400 | 2025 | 年 月 3 | 2025年9月 | 147.52 | | 苏州 | 苏州吴中支 | | 收益型 | | 3 | 日 | 3 日 | | | | 行 | 构性存款产品 | | | | | | | 截至本公告披露日，瑞红苏州已赎回上述理 ...

Core Viewpoint - The stock of Jingrui Electronic Materials has experienced fluctuations, with a recent decline of 2.03% and a year-to-date increase of 34.84%, indicating volatility in the market while showing overall growth potential [1][2]. Company Overview - Jingrui Electronic Materials Co., Ltd. was established on November 29, 2001, and listed on May 23, 2017. The company is located in Suzhou, Jiangsu Province, and specializes in high-purity chemicals, photoresists, functional formulation materials, lithium battery materials, pharmaceutical intermediates, and electronic-grade materials, serving industries such as semiconductors and new energy [1][2]. Financial Performance - For the first half of 2025, Jingrui Electronic Materials reported a revenue of 768 million yuan, representing a year-on-year growth of 10.68%. The net profit attributable to shareholders reached 69.75 million yuan, showing a significant increase of 1501.66% [2]. - The company has distributed a total of 237 million yuan in dividends since its A-share listing, with 106 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Jingrui Electronic Materials increased to 93,000, up by 13.89%. The average number of circulating shares per person decreased by 12.20% to 10,730 shares [2]. - Notable institutional shareholders include Southern CSI 1000 ETF, which increased its holdings by 2.28 million shares, and Huaxia CSI 1000 ETF, which is a new shareholder with 4.61 million shares [3].

Core Viewpoint - The photoresist sector experienced a slight increase of 0.10% as of the market close on September 3, with 31 stocks rising, led by Taihe Technology which hit a 20% limit up [1][2]. Group 1: Market Performance - The photoresist concept ranked fourth in terms of sector gains, with notable performers including Taihe Technology (+20%), Baolidie (+8.22%), and Kaimete Gas (+6.98%) [1][2]. - Conversely, the worst performers included Baihehua (-8.71%), Juguang Technology (-8.54%), and Gangyan Nake (-6.73%) [1][2]. Group 2: Capital Flow - The photoresist sector saw a net inflow of 1.148 billion yuan, with 36 stocks receiving net inflows, and 7 stocks attracting over 50 million yuan each [2][3]. - Kaimete Gas led the net inflow with 595 million yuan, followed by Taihe Technology (245 million yuan), Jianghuamei (104 million yuan), and Jingrui Electric Materials (96.64 million yuan) [2][3]. Group 3: Capital Inflow Ratios - Taihe Technology and Kaimete Gas had the highest net inflow ratios at 24.13% and 23.20%, respectively [3]. - Other notable companies with significant inflow ratios included Guolin Technology (13.68%) and Guofeng New Materials (11.92%) [3].

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]

Market Overview - The Shanghai Composite Index closed at 3814.20 points, below the five-day moving average, with a decline of 1.14% [1] - The total trading volume of A-shares reached 1,878.28 billion yuan [1] Stocks Performance - A total of 139 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Hailianxun (300277) with a deviation rate of 14.15%, closing up 20.03% [1] - Shoukai Co. (600376) with a deviation rate of 7.01%, closing up 9.85% [1] - Zhongchen Technology (603275) with a deviation rate of 6.97%, closing up 9.99% [1] - Other notable stocks with smaller deviation rates include: - Yunda Co. (300409) with a deviation rate of 6.32%, closing up 10.92% [1] - Hanzhong Precision (002158) with a deviation rate of 6.30%, closing up 10.00% [1] Detailed Stock Data - The following table summarizes the performance of selected stocks that broke through the five-day moving average: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Five-Day MA (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 300277 | Hailianxun | 20.03 | 24.96 | 13.54 | 15.46 | 14.15 | | 600376 | Shoukai Co. | 9.85 | 6.33 | 2.71 | 2.90 | 7.01 | | 603275 | Zhongchen Technology | 9.99 | 10.43 | 50.42 | 53.94 | 6.97 | | 002067 | Jingxing Paper | 10.00 | 15.98 | 4.34 | 4.62 | 6.55 | | 300409 | Yunda Co. | 10.92 | 20.47 | 22.07 | 23.47 | 6.32 | | 002158 | Hanzhong Precision | 10.00 | 3.58 | 25.04 | 26.62 | 6.30 | | 688108 | Sainuo Medical | 9.10 | 11.70 | 33.29 | 35.13 | 5.54 | | 603283 | Saiteng Co. | 7.32 | 9.18 | 41.65 | 43.85 | 5.27 | | 300655 | Jingrui Materials | 7.83 | 14.56 | 12.30 | 12.94 | 5.24 | | 300905 | Baolidai | 9.29 | 12.54 | 32.92 | 34.57 | 5.02 | | 603992 | Songlin Technology | 6.80 | 1.51 | 29.63 | 31.10 | 4.98 | | 688717 | Ailuo Energy | 9.04 | 5.60 | 68.52 | 71.80 | 4.78 | | 002549 | Kaimeteqi | 8.68 | 17.83 | 16.53 | 17.28 | 4.52 | | 603367 | Chenxin Pharmaceutical | 10.02 | 5.75 | 25.75 | 26.90 | 4.45 | | 301491 | Hansang Technology | 6.43 | 26.20 | 66.30 | 69.07 | 4.18 | | 300303 | Jufei Optoelectronics | 5.04 | 10.31 | 6.84 | 7.08 | 3.48 | | 601869 | Changfei Optical Fiber | 10.00 | 5.24 | 88.00 | 91.06 | 3.47 | | 600699 | Junsheng Electric | 4.33 | 6.13 | 21.26 | 21.95 | 3.26 | | 002531 | Tienswind Energy | 5.37 | 2.16 | 6.86 | 7.07 | 3.03 | | 301182 | Kaiwang Technology | 6.37 | 9.05 | 38.56 | 39.73 | 3.02 [2]