Core Viewpoint - Jiangfeng Electronics has shown a significant increase in stock price and financial performance, indicating strong growth potential in the semiconductor materials sector [1][2]. Financial Performance - As of November 20, 2025, Jiangfeng Electronics achieved a revenue of 3.291 billion yuan, representing a year-on-year growth of 25.37% [2]. - The net profit attributable to shareholders for the same period was 401 million yuan, reflecting a year-on-year increase of 39.72% [2]. - The company's stock price has risen by 36.77% year-to-date, with a 5.07% increase over the last five trading days [1]. Stock Market Activity - On December 23, 2025, Jiangfeng Electronics' stock price increased by 2.01%, reaching 94.57 yuan per share, with a trading volume of 736 million yuan [1]. - The company has seen a net outflow of 11.56 million yuan in principal funds, with large orders accounting for 24.74% of purchases and 26.17% of sales [1]. - Jiangfeng Electronics has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 2.3706 million yuan on September 24 [1]. Shareholder Information - As of November 20, 2025, the number of shareholders for Jiangfeng Electronics was 59,900, a decrease of 3.11% from the previous period [2]. - The average number of circulating shares per shareholder increased by 3.21% to 3,691 shares [2]. - The company has distributed a total of 279 million yuan in dividends since its A-share listing, with 188 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder is E Fund's ChiNext ETF, holding 4.4151 million shares, a decrease of 746,900 shares from the previous period [3]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3].

Group 1 - Xusheng Group's actual controller has changed to the Guangzhou Municipal Government, with stock resuming trading on December 23, 2025 [1] - Lingyun Light plans to invest up to $5 million in the IPO of Zhipu Hong Kong as a cornerstone investor [1] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Dahuan Robotics to enhance collaboration in the development of dexterous hands [2] Group 2 - Hualian Holdings intends to acquire 100% of the Canadian company Argentum Lithium S.A. for $175 million, which is approximately 1.235 billion yuan [3] - Shiyuan Zhaoye plans to raise no more than 550 million yuan through a convertible bond issuance for the Zhuhai Shiyuan Jingguan Garden project [4] - ST Quanwei and its subsidiary are involved in a civil mediation agreement involving 69.0158 million yuan [4] Group 3 - Jiao Jian Co.'s actual controller has been subjected to criminal coercive measures, but the company's control has not changed [5] - Tianji Technology is facing a lawsuit for alleged collusion in bidding, but its operations remain normal [5] - Jinpan Technology plans to issue 1.672 billion yuan in convertible bonds for data center power modules and other projects [5] Group 4 - Hongqi Chain's shareholder Yonghui Supermarket plans to reduce its stake by up to 3% [6] - Shuangqiang Technology's director did not implement a planned share reduction [7] - Zhuoran Co.'s subsidiary has signed a significant order worth 4.033 billion yuan [8] Group 5 - ST Zhitong's stock will have its risk warning lifted on December 24, 2025, with a change in trading limits [9] - Yingwei Co. plans to reduce its stake by up to 0.56% [10] - Huaxia Happiness's board rejected five temporary proposals from China Ping An Life Insurance [11] Group 6 - China Nonferrous Metals plans to acquire 99.9% of Raura Company for $106 million [11] - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, a year-on-year increase of 25% to 50% [11] - Chaoxun Communication received a government subsidy of 18.0455 million yuan [12] Group 7 - Jiangfeng Electronics plans to transfer 4% of Shanghai Runping's equity for 60 million yuan [12] - Dingyang Technology has launched a 20 GHz high-bandwidth digital oscilloscope [13] - Linyi Intelligent plans to acquire 35% of Dongguan Liminda Electronics for 875 million yuan [14] Group 8 - Trina Solar has sold its U.S. 5GW module factory to T1, receiving $100 million in cash and shares [14] - Aihua Packaging's major shareholder reduced its stake by 700,000 shares during the stock's abnormal fluctuation period [14] - China Merchants Bank has approved a comprehensive credit limit of 165 billion yuan for China Merchants Group [15] Group 9 - Lingwei Technology plans to acquire 70% of Jiangsu Huimai for 50.2 million yuan [16] - Yongding Co. is increasing its capital by 600 million yuan for its polysilicon subsidiary [19] - Zhong'an Technology's subsidiary is voluntarily extending its share lock-up period by six months [19] Group 10 - Xiangyu Medical's brain-computer interface products have entered over 500 top-tier hospitals, with a target of 700 by the Spring Festival [18] - Wenda Technology's major shareholder has terminated its share reduction plan [18] - Wenta Technology's major shareholder reduced its stake by 1.2097 million shares [18]

证券日报网讯 12月22日晚间，江丰电子发布公告称，公司第四届董事会第二十九次会议审议通过《关 于调整公司向特定对象发行股票方案的议案》《关于公司的议案》《关于公司的议案》等多项议案。 （文章来源：证券日报） ...

上海润平根据业务发展需要，拟以增资扩股的方式引入战略投资者国新基金、武汉高瓴、北京高瓴、北 京光电融合产业投资基金（有限合伙）（简称"光电融合基金"）、元璟资本、济南金浦金融科技股权投 资基金合伙企业（有限合伙）（以下简称"金浦投资"）、宁波甬元高投均胜致远股权投资合伙企业（有 限合伙）（简称"宁波甬元"）、常州云常股权投资中心（有限合伙）（以下简称"常州云常"）、湖南云 启湘江创业投资合伙企业（有限合伙）（以下简称"湖南云启"）、杭州浙创百舸创业投资合伙企业（有 限合伙）（简称"杭州浙创百舸"）、合肥建投，本次拟新增注册资本人民币1,507,585.02元，增资价款 为人民币160,000,000元。本次增资完成后，上海润平的注册资本由人民币14,133,545.55元增至人民币 15,641,130.57元。公司及上海润平的其他股东均同意放弃增资优先认购权。上述股权转让及上海润平增 资完成后，公司持有上海润平的股权比例将由18.1426%降至12.7795%，上海润平仍为公司的参股公 司。 格隆汇12月22日丨江丰电子(300666.SZ)公布，为了优化资源配置，同时推动宁波江丰电子材料股份有 限公司的参 ...

格隆汇12月22日丨江丰电子(300666.SZ)公布，基于战略发展规划，为了引入战略投资者，加速子公司 业务持续快速发展，宁波江丰电子材料股份有限公司控股子公司晶丰芯驰（上海）半导体科技有限公司 （简称"晶丰芯驰"、"标的公司"或"目标公司"）计划与公司关联方北京江丰同创半导体产业基金（有限 合伙）（简称"江丰同创基金"）、专业投资机构上海芯联启辰私募投资基金合伙企业（有限合伙）（简 称"芯联启辰"）签订《附转股权之债权投资协议》，芯联启辰拟向标的公司提供人民币2,740万元的可 转换为标的公司股权的债权；江丰同创基金拟向标的公司提供人民币3,000万元的可转换为标的公司股 权的债权。 ...

每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 贾运可） 每经AI快讯，江丰电子（SZ 300666，收盘价：92.71元）12月22日晚间发布公告称，公司第四届第二十 九次董事会会议于2025年12月22日在公司会议室，以现场及通讯相结合的方式召开。会议审议了《关于 公司 <向特定对象发行股票方案论证分析报告 修订稿="修订稿"> 的议案》等文件。 截至发稿，江丰电子市值为246亿元。 2024年1至12月份，江丰电子的营业收入构成为：工业占比100.0%。 ...

江丰电子(300666.SZ)公告称，为优化资源配置并引入战略投资者，公司拟以6000万元转让参股公司上 海润平4.0000%股权，对应注册资本565,344.39元。同时，公司放弃对上海润平其他股东转让的 10.6667%股权的优先认购权，以及对上海润平增资1.6亿元的优先认购权。转让及增资完成后，公司持 有上海润平的股权比例将由18.1426%降至12.7795%。本次股权转让有利于上海润平引入战略投资者、 增强资本实力、加速业务发展。 ...

股票简称：江丰电子 股票代码：300666.SZ 宁波江丰电子材料股份有限公司 向特定对象发行股票方案论证分析报告 （修订稿） 2025 年 12 月 1、国家产业政策高度重视并大力支持集成电路行业发展 超大规模集成电路是互联网、大数据、云计算、人工智能、交通运输、通讯 等产业的基础，是关系国民经济和社会发展的战略性、基础性、先导性产业。国 家及地方产业政策大力支持集成电路的持续健康发展及自主可控，为行业发展创 造了良好的政策环境。 《中华人民共和国国民经济和社会发展第十四个五年规划和 2035 年远景目 标纲要》中提出，要加强原创性引领性科技攻关，瞄准集成电路等前沿领域，实 施一批具有前瞻性、战略性的国家重大科技项目。其中，集成电路科技前沿领域 攻关内容包括集成电路设计工具、重点装备和高纯靶材等关键材料研发；《中共 中央关于进一步全面深化改革、推进中国式现代化的决定》中提出，抓紧打造自 主可控的产业链供应链，健全强化集成电路、工业母机、医疗装备、仪器仪表、 基础软件、工业软件、先进材料等重点产业链发展体制机制，全链条推进技术攻 关、成果应用；2024 年，在全国科技大会、国家科学技术奖励大会、两院院士 大会 ...

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。 宁波江丰电子材料股份有限公司（以下简称"公司"）于 2025 年 12 月 22 日 召开第四届董事会第二十九次会议，审议通过了《关于公司<向特定对象发行股 票预案（修订稿）>的议案》等与本次发行相关的议案。现将本次更新的主要内 容说明如下： 一、关于公司向特定对象发行股票预案（修订稿） | 预案章节 | 涉及内容 | 修订情况 | | --- | --- | --- | | 封面 | 封面 | 更新封面日期 | | 特别提示 | 特别提示 | 更新本次发行已履行的审议程 | | | | 序、募集资金数额及用途 | | 第一节 本次发行股票方案 | 四、本次发行方案概要 | 更新募集资金数额及用途 | | 概要 | 七、本次发行的审批程序 | 更新本次发行已履行的审议程 | | | | 序 | | 第二节 董事会关于本次发 | 一、本次募集资金使用计 | 更新募集资金数额及用途 | | 行募集资金使用的可行性分 | 划 | | | 析 | 二、本次募集资金使用的 | 更新募集资金数额及用途、环 | | | ...

证券代码：300666 证券简称：江丰电子 宁波江丰电子材料股份有限公司 向特定对象发行股票 募集资金使用可行性分析报告（修订稿） 2025 年 12 月 1 一、本次募集资金的使用计划 在考虑从募集资金总额中扣除 4,000 万元的财务性投资后，本次发行的募集 资金总额不超过 192,782.90 万元（含本数），扣除发行费用后拟将全部用于以下 项目： | 序号 | 项目名称 | 总投资金额 （万元） | 拟使用募集资金 （万元） | | --- | --- | --- | --- | | 年产 1 项目 | 个集成电路设备用静电吸盘产业化 5,100 | 109,790.00 | 99,790.00 | | 2 | 年产12,300个超大规模集成电路用超高纯金属 溅射靶材产业化项目 | 35,000.00 | 25,600.00 | | 3 | 上海江丰电子研发及技术服务中心项目 | 9,992.90 | 9,992.90 | | 4 | 补充流动资金及偿还借款 | 57,400.00 | 57,400.00 | | | 合计 | 212,182.90 | 192,782.90 | | 序号 | 具体项目 ...