证券日报网讯1月19日，江丰电子（300666）在互动平台回答投资者提问时表示，截至2025年12月31 日，公司合并股东户数为55869户。 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计，截至发稿，江丰电子收盘价为126.81元，下跌1.78%，本期筹码集中以来股价累 计上涨37.84%。具体到各交易日，9次上涨，2次下跌。 融资融券数据显示，该股最新（1月16日）两融余额为12.17亿元，其中，融资余额为12.10亿元，本期筹 码集中以来融资余额合计减少1.61亿元，降幅为11.76%。 公司发布的三季报数据显示，前三季公司共实现营业收入32.91亿元，同比增长25.37%，实现净利润 4.01亿元，同比增长39.72%，基本每股收益为1.5100元，加权平均净资产收益率8.53%。（数据宝） （原标题：江丰电子最新筹码趋于集中） 江丰电子1月19日披露，截至2026年1月10日公司股东户数为45093户，较上期（2025年12月31日）减少 10776户，环比降幅为19.29%。这已是该公司股东户数连续第3期下降。 ...

Core Viewpoint - The report highlights the current trends in the chemical industry, focusing on price movements, supply and demand dynamics, and investment opportunities in undervalued leading companies amid a backdrop of geopolitical tensions and changing market conditions [1][4][8]. Industry Dynamics - In the week of January 12-18, 49 out of 100 tracked chemical products saw price increases, while 20 experienced declines, and 31 remained stable. The average monthly price of 49% of products rose compared to the previous month [3]. - The average price of WTI crude oil futures increased by 0.54% to $59.44 per barrel, while Brent crude oil futures rose by 0.66% to $63.76 per barrel during the same week [4]. - As of January 9, U.S. crude oil production averaged 13.753 million barrels per day, a decrease of 58,000 barrels from the previous week but an increase of 272,000 barrels year-on-year. Total U.S. oil demand was 21.009 million barrels per day, up by 178,200 barrels from the previous week [4]. Price Movements - The price of butadiene rose by 4.04% to 9,663 yuan per ton as of January 18, with a month-on-month increase of 25.98% but a year-on-year decrease of 20.8%. The production of butadiene was 109,300 tons, down 2.85% from the previous week [5]. - Epoxy propane prices increased by 8.84% to 8,620 yuan per ton, with a year-on-year rise of 9.88%. The market operating rate was 65.38%, reflecting a 1.51% increase from the previous week [6][7]. Investment Recommendations - As of January 18, the price-to-earnings ratio (TTM) for the SW basic chemical sector is 14.68, at the 59.64% historical percentile, while the price-to-book ratio is 1.54, at the 40.20% historical percentile. The SW oil and petrochemical sector has a TTM P/E ratio of 13.44, at the 39.81% historical percentile [8]. - Investment suggestions include focusing on undervalued leading companies, the impact of "anti-involution" on supply in related sub-industries, and the growing importance of self-sufficiency in electronic materials and certain new energy materials amid rising prices [2][8]. - Recommended stocks include Wanhua Chemical, Hualu Hengsheng, and others, with a focus on sectors like semiconductor materials, OLED materials, and new energy materials [8][9].

转自：证券时报 人民财讯1月19日电，企查查APP显示，近日，深圳睿昇半导体科技有限公司成立，注册资本为3000万 元，经营范围包含：电子专用材料研发；新材料技术研发；电子专用材料制造；电子专用材料销售；集 成电路制造等。企查查股权穿透显示，该公司由江丰电子旗下上海睿昇半导体科技有限公司全资持股。 ...

证券日报网讯 1月13日，江丰电子发布公告称，公司于近日接到控股股东、实际控制人姚力军先生的通 知，获悉姚力军先生办理了部分股份质押展期业务，本次质押数量为17，200股。 （文章来源：证券日报） ...

（记者 贾运可） 每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 每经AI快讯，江丰电子1月13日晚间发布公告称，公司于近日接到控股股东、实际控制人姚力军先生的 通知，获悉姚力军先生办理了部分股份质押展期业务，此次质押展期1.72万股。截至本公告日，姚力军 累计质押股数约为2427万股，占其所持股份比例为42.76%。 ...

证券代码：300666 证券简称：江丰电子 公告编号：2026-001 宁波江丰电子材料股份有限公司 关于控股股东、实际控制人部分股份质押展期的公告 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。 宁波江丰电子材料股份有限公司（以下简称"公司"）于近日接到控股股东、 实际控制人姚力军先生的通知，获悉姚力军先生办理了部分股份质押展期业务， 具体事项如下： 一、控股股东、实际控制人股份质押展期的基本情况 1、股票质押式回购合约要素变更交易确认书； 2、中国证券登记结算有限责任公司证券质押及司法冻结明细表。 特此公告。 宁波江丰电子材料股份有限公司董事会 | 股东 名称 | 是否为 控股股 东或第 一大股 东及其 一致行 | 本次质押 数量（股） | 占其所 持股份 比例 （%） | 占公司 目前总 股本比 例（%） | 是否 为限 售股 | 是否 为补 充质 押 | 质押起始日 | 展期后质押 到期日 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - Jiangfeng Electronics experienced a stock price decline of 2.04% on January 9, 2025, with a trading volume of 1.043 billion yuan and a total market capitalization of 29.183 billion yuan [1]. Group 1: Stock Performance - Jiangfeng Electronics' stock price has increased by 19.55% year-to-date, with a 19.55% rise over the last five trading days, 23.96% over the last 20 days, and 8.60% over the last 60 days [2]. - As of December 19, 2025, the number of shareholders for Jiangfeng Electronics was 58,200, a decrease of 1.48% from the previous period, with an average of 3,803 circulating shares per person, an increase of 1.50% [2]. Group 2: Financial Performance - For the period from January to September 2025, Jiangfeng Electronics achieved a revenue of 3.291 billion yuan, representing a year-on-year growth of 25.37%, and a net profit attributable to shareholders of 401 million yuan, reflecting a year-on-year increase of 39.72% [2]. Group 3: Business Overview - Jiangfeng Electronics, established on April 14, 2005, and listed on June 15, 2017, is located in the Ningbo Economic Development Zone and specializes in the research, production, and sales of high-purity sputtering targets [2]. - The company's main business revenue composition includes ultra-high purity targets at 63.26%, precision components at 21.90%, and others at 14.84% [2]. - Jiangfeng Electronics is classified under the semiconductor materials sector and is associated with concepts such as SMIC, electronic chemicals, OLED, integrated circuits, and third-generation semiconductors [2]. Group 4: Shareholder Information - Since its A-share listing, Jiangfeng Electronics has distributed a total of 279 million yuan in dividends, with 188 million yuan distributed over the past three years [3]. - 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].

Summary of Conference Call on Semiconductor Materials Industry Industry Overview - The semiconductor materials industry is experiencing significant growth, particularly in the storage segment, with expectations for continued high demand through 2026 [1][2][3] - China is the second-largest semiconductor market globally, and with new capacity being released, its market share is expected to increase further [1][5] Key Companies and Financial Performance - Changxin Storage reported a quarterly net profit close to 4 billion yuan in Q4, with projections for 2026 annual profits to reach 30 to 40 billion yuan [1][2] - The company plans to raise over 30 billion yuan through an IPO, indicating strong growth momentum [1] - Major companies to watch include: - **Anji Technology**: Expected profits between 1.1 to 1.5 billion yuan in 2026, with a potential compound annual growth rate (CAGR) of 30% to 40% over the next three to four years [3][8] - **Dinglong Co.**: Lower exposure to storage but significant revenue from printing consumables [8] - **Guanggang Gas**: Projected profits of over 300 million yuan in 2025, with potential for higher profit elasticity if prices improve [8][9] Market Dynamics - The storage cycle significantly impacts semiconductor materials companies, with short-term price increases leading to higher utilization rates and accelerated new capacity releases [7] - Long-term, the expansion of new capacity will drive sustained growth in material demand [7] - The current market dynamics suggest that companies with high exposure to storage materials will see substantial growth potential [7] Focus Areas and Recommendations - Key areas of focus within the semiconductor materials sector include: - **Silicon Wafers**: Representing the largest share (38%) of wafer manufacturing materials, with domestic manufacturers like Hu Silicon Industry [5] - **CMP Materials**: Companies like Anji Technology and Dinglong Co. are recommended for their high exposure in this area [6] - **Electronic Gases**: Guanggang Gas is highlighted for its significant role in the domestic electronic gas market [5][6] - **HBM-related Materials**: Companies such as Shanghai Xinyang and Xinfu Electronics are expected to benefit from the growth in AI and computing power demands [3][10] Long-term Outlook - The semiconductor materials sector is projected to have a robust long-term growth trajectory, with many companies currently undervalued compared to semiconductor equipment firms [10] - The anticipated increase in storage demand is expected to lead to upward revisions in earnings forecasts for 2026 [10] Conclusion - The semiconductor materials industry is poised for significant growth, driven by strong demand in the storage segment and the ongoing expansion of domestic production capabilities. Key companies are well-positioned to capitalize on these trends, making them attractive investment opportunities.

Summary of Semiconductor Equipment and Storage Sector Conference Call Industry Overview - The semiconductor equipment and storage sector has recently experienced significant stock price increases driven by several factors, including high capital expenditures and the emergence of new companies filling gaps in low domestic production rates [2][3] - Domestic semiconductor equipment component companies have improved their capabilities, transitioning from single-direction development to platform-based approaches, positively influenced by AI storage and mature process logic chip expansions [1][2] Key Points and Arguments - **Market Dynamics**: The storage industry is facing supply tightness and price increases starting from early 2026, affecting various sectors including consumer electronics, automotive electronics, and industrial applications [4][8] - **Domestic Production Requirements**: The National Development and Reform Commission has set a mandatory domestic production rate of 45%-50% for equipment components by 2026, up from the previous 20%-30% [2] - **Investment Opportunities**: - Focus on companies with high storage exposure such as Zhongwei Company and Tuojing Technology [5] - Potential in low domestic production rate sectors like precision measurement, with companies like Jingce Electronics and Zhongke Feice [5] - The components sector is expected to rebound in Q4 2025, with Jiangfeng Electronics recommended as a cost-effective investment [5][6] Company Highlights - **Jingce Electronics**: Recently announced cumulative orders of 547 million and a single order of 570 million, shifting market sentiment from pessimism to optimism regarding its annual order guidance of 2 billion [5] - **Jiangfeng Electronics**: Holds the global leading position in target materials with a second-largest market share, enhancing competitiveness through vertical integration and a diverse range of component offerings [6][7] Market Trends - The storage market has seen a significant price surge from September to November 2025, followed by a correction in late November to December [8] - The current storage cycle is driven by AI demand, which is expected to sustain longer than previous cycles that were typically consumer-driven [9] - Supply constraints are anticipated to persist due to tight original factory capacities and explosive demand growth, with potential price increases of up to 70% in Q1 2026 [9] Sector Classification - The domestic storage market is categorized into module manufacturers and chip manufacturers, with module manufacturers benefiting from strong relationships with original manufacturers [11][12] - Chip manufacturers are divided into foundational storage and supporting chips, with companies like Zhaoyi Innovation and Pulian Co. benefiting from rising NAND Flash prices [13] Future Recommendations - Recommended focus on module manufacturers such as Baiwei Storage and Jiangbo Long, followed by supporting chip companies like Lanke Technology and Jucheng Co., and finally foundational storage companies like Zhaoyi Innovation and Pulian Co. [14]