Market Overview - On September 3, the total trading volume of the Shanghai and Shenzhen stock markets was 2.36 trillion yuan, a decrease of 510.9 billion yuan compared to the previous trading day [1] - The sectors that saw gains included photovoltaic, precious metals, fentanyl, BC batteries, and gaming, while military equipment, small metals, securities, satellite navigation, and software development experienced significant declines [1] Stock Performance - Notable stocks with significant gains included: - Dajin Banjia (605255) with a 10.00% increase, reaching a price of 62.81 yuan, driven by the acquisition of Zhonghao Xinying and automotive components, marking its 9th consecutive rise [2] - Changfei Optical Fiber (601869) also rose by 10.00% to 91.06 yuan, supported by developments in hollow core fibers and its semi-annual report, achieving 5 rises in 8 days [2] - Other notable performers included Jishi Media (626109) with a 9.94% increase, Bojie Co. (002975) with a 10.00% increase, and Xibu Gold (690109) with a 10.00% increase [2] Trading Dynamics - The top three net purchases on the day were: - Yanshan Technology with a net purchase of 639 million yuan [4] - Sudavige with a net purchase of 163 million yuan [4] - Taihe Technology with a net purchase of 150 million yuan [4] - Conversely, the top three net sales were: - Huasheng Tiancai with a net sale of 371 million yuan [5] - Julu Intelligent with a net sale of 268 million yuan [5] - Chengfei Integration with a net sale of 97.49 million yuan [5] Sector Highlights - Yanshan Technology reported a 9.07% increase in stock price, with a trading volume of 160.57 billion yuan and a turnover rate of 32.05% [4] - Sudavige's stock rose by 11.00%, with a trading volume of 23.59 billion yuan and a turnover rate of 35.81% [10] - Taihe Technology achieved a trading volume of 10.15 billion yuan, with a significant focus on solid-state batteries and photolithography [17] Institutional Activity - Institutional investors showed strong interest in several stocks, with notable net purchases in: - Yanshan Technology with 280 million yuan [19] - Sudavige with 357.96 million yuan [20] - Conversely, significant net sales were observed in stocks like Julu Intelligent and Chengfei Integration, indicating a shift in institutional sentiment [6][22]

证券代码：300801 证券简称：泰和科技 公告编号：2025-031 山东泰和科技股份有限公司 股票交易异常波动公告 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。 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了与公司相关且市场关注度较高的信息； 3、公司目前经营正常，近期公司经营情况及内外部经营环境未发生重大变 化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 5、公司控股股东、实际控制人在公司股票交易异常波动期间不存在买卖公 司股票的行为； 一、股票交易异常波动情况 山东泰和科技股份有限公司（以下简称"公司"）股票交易价格于 2025 年 9月1日至2025年9月3日连续三个交易日内收盘价格涨幅偏离值累计超过30%， 根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动，公司董事会对公司、公司控股股东及实际控制 人就有关事项进行了核查，现将有关情况说明如下： 1、公司经过自查，不存在违反公平 ...

（文章来源：证券日报） 证券日报网讯泰和科技9月3日在互动平台回答投资者提问时表示，截至2025年8月29日，公司共有股东 24，929户。 ...

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].

泰和科技今日涨停，全天换手率26.92%，成交额10.15亿元，振幅23.17%。龙虎榜数据显示，机构净买 入2556.18万元，营业部席位合计净买入1.25亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入2556.18万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.17亿元，其中，买入成交额为2.34亿 元，卖出成交额为8321.66万元，合计净买入1.50亿元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买三、卖一、卖二、卖三、卖四、卖 五，合计买入金额1.08亿元，卖出金额8228.48万元，合计净买入2556.18万元。 资金流向方面，今日该股主力资金净流入2.45亿元，其中，特大单净流入2.83亿元，大单资金净流出 3785.28万元。近5日主力资金净流入2.51亿元。（数据宝） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华鑫证券有限责任公司上海陆家嘴证券营业部 | 4138.02 | 17.18 | | 买二 | 东方证 ...

证券之星消息，9月3日化学制品板块较上一交易日下跌1.6%，建业股份领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002549 | 凯美特气 | 5.92 Z | 23.08% | -2.97 Z | -11.56% | -2.96 Z | -11.52% | | 300801 | 泰和科技 | 2.47 Z | 24.38% | -1.26 Z | -12.43% | -1.21 Z | -11.95% | | 603110 | 东方材料 | 7187.96万 | 13.29% | -2035.63万 | -3.76% | -5152.33万 | -9.53% | | 603181 | 皇马科技 | 3770.70万 | 8.73% | 1157.53万 | 2.68% | -49 ...

Group 1 - The A-share market's photolithography machine sector has shown strong performance, with several companies experiencing significant stock price increases [1] - Taihe Technology reached a 20% limit up, while Sudavige rose over 13%, and Kaimeteqi hit a 10% limit up [1] - Other notable performers include Jingrui Electric Materials with a 9% increase, Guofeng New Materials up over 8%, and Baolidai and Jianghuamei both rising over 7% [1] Group 2 - Taihe Technology's stock increased by 19.99%, with a total market capitalization of 6.594 billion [2] - Sudavige's stock rose by 13.43%, with a market cap of 8.486 billion [2] - Kaimeteqi saw a 10% increase, with a market value of 12.2 billion, and has a year-to-date increase of 185.32% [2] - Jingrui Electric Materials increased by 9%, with a market cap of 14 billion and a year-to-date increase of 40.39% [2] - Guofeng New Materials rose by 8.82%, with a market cap of 6.523 billion and a year-to-date increase of 43.87% [2] - Baolidai and Jianghuamei both saw increases of 7.90% and 7.61% respectively, with market caps of 6.072 billion and 7.801 billion [2] - New Lai Yingcai increased by 6.62%, with a market cap of 17.8 billion and a year-to-date increase of 61.36% [2]

Group 1 - The A-share market's photolithography machine sector has shown strong performance, with several stocks hitting their daily limit up or experiencing significant gains [1] - Taihe Technology (300801) reached a limit up of 19.99%, with a total market capitalization of 65.94 billion and a year-to-date increase of 91.48% [2] - Su Dawei Ge (300331) rose by 13.43%, with a market cap of 84.86 billion and a year-to-date increase of 51.09% [2] - Kaimeteqi (002549) saw a 10% increase, with a market cap of 122 billion and a year-to-date increase of 185.32% [2] - Jingrui Electric Materials (300655) increased by 9%, with a market cap of 140 billion and a year-to-date increase of 40.39% [2] - Guofeng New Materials (000859) rose by 8.82%, with a market cap of 65.23 billion and a year-to-date increase of 43.87% [2] - Baolidi (300905) increased by 7.90%, with a market cap of 60.72 billion and a year-to-date increase of 32.49% [2] - Jianghua Micro (603078) rose by 7.61%, with a market cap of 78.01 billion and a year-to-date increase of 21.24% [2] - New Lai Ying Material (300260) increased by 6.62%, with a market cap of 178 billion and a year-to-date increase of 61.36% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Core Insights - Taihe Technology (300801.SZ) released its semi-annual report for 2025 on August 26, 2025, indicating a total of 3 institutional investors holding shares in the company [1] - The total shareholding by these institutional investors amounts to 20.1678 million shares, representing 9.23% of Taihe Technology's total equity [1] - Compared to the previous quarter, the institutional shareholding ratio increased by 0.13 percentage points [1] Institutional Shareholding - Three institutional investors disclosed their holdings in Taihe Technology, which include Zaozhuang Sheng Investment Management Center (Limited Partnership), Shandong Taihe Technology Co., Ltd. - 2024 Employee Stock Ownership Plan, and BARCLAYS BANK PLC [1] - The combined institutional shareholding ratio stands at 9.23%, reflecting a slight increase from the previous quarter [1]

据证券之星公开数据整理，近期泰和科技(300801)发布2025年中报。截至本报告期末，公司营业总收入 13.92亿元，同比上升27.68%，归母净利润5636.82万元，同比上升3.9%。按单季度数据看，第二季度营 业总收入7.38亿元，同比上升29.64%，第二季度归母净利润2792.13万元，同比上升125.58%。本报告期 泰和科技应收账款上升，应收账款同比增幅达38.66%。 本次财报公布的各项数据指标表现一般。其中，毛利率11.02%，同比减22.42%，净利率4.05%，同比减 18.62%，销售费用、管理费用、财务费用总计6011.5万元，三费占营收比4.32%，同比增9.67%，每股净 资产11.34元，同比增5.12%，每股经营性现金流0.4元，同比减41.22%，每股收益0.26元，同比增4.72% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 10.9亿 | 13.92亿 | 27.68% | | 归母净利润(元) | 5425.14万 | 5636.82万 | 3.90% | | 扣非 ...