Core Viewpoint - The A-share market has seen a significant rally in photoresist concept stocks, driven by recent breakthroughs in the photoresist field in China [1][2]. Group 1: Stock Performance - Jingrui Electric Materials (300655) surged over 17%, with a market capitalization of 18.9 billion and a year-to-date increase of 89.04% [2]. - Jinhua New Materials (920015) rose more than 14%, with a market cap of 7.32 billion and a year-to-date increase of 43.67% [2]. - Other notable performers include Jiashan Co. (920489) and Wanyun Co. (002643), both increasing over 10% [1][2]. Group 2: Industry Breakthrough - A research team led by Professor Peng Hailin from Peking University has achieved a breakthrough in the photoresist field by using cryo-electron tomography to analyze the micro-3D structure of photoresist molecules in a liquid phase environment [2]. - This research guides the development of an industrialization plan that significantly reduces photoresist defects [2].

Core Viewpoint - Taihe Technology (300801) is currently in a transitional phase, focusing on exploratory research and aiming to specialize in certain refined chemical products once suitable projects are identified [1] Group 1: Business Strategy - The company is deepening its efforts in the water treatment agent business while simultaneously exploring opportunities in new energy materials, electronic chemicals, and new materials [1]

Core Viewpoint - Taihe Technology reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue for the first three quarters of 2025 reached 2,118.63 million yuan, representing a year-on-year growth of 27.73% [1] - The net profit attributable to shareholders for the same period was 88.77 million yuan, showing a year-on-year increase of 5.99% [1]

Core Viewpoint - Taihe Technology (300801) is one of the largest water treatment chemical manufacturers in China, with a comprehensive range of products and specifications, and is recognized as a significant global player in the industry [1] Group 1 - The company has strong technical, cost, quality, and service advantages that enable it to serve global customers effectively [1] - Taihe Technology plans to expand into new areas such as new energy materials, electronic chemicals, and new materials, leveraging its strengths in research and development and processes [1] - The company aims to grow and strengthen its market position in the future [1]

Core Points - The company, Taihe Technology (300801), reported that as of October 20, 2025, it has a total of 24,525 shareholders [1] Summary by Category - **Company Information** - Taihe Technology has a total of 24,525 shareholders as of the specified date [1]

Core Viewpoint - Taihe Technology (300801.SZ) announced a share reduction plan by its board member and general manager, Yao Ya, due to personal financial needs, involving a maximum reduction of 606,000 shares, approximately 0.278% of the total share capital [1][3]. Group 1: Share Reduction Plan - Yao Ya directly holds 2.4262 million shares, accounting for 1.111% of the total share capital, and plans to reduce holdings within three months after the announcement [3]. - The shares to be reduced come from pre-IPO holdings and shares obtained through the 2021 restricted stock incentive plan [3]. - The reduction will occur through centralized bidding or block trading, with the price determined by market conditions at the time of sale [3]. Group 2: Company Overview - Taihe Technology, established in 2006, specializes in the production and sales of water treatment agents and related products, including scale inhibitors and corrosion inhibitors, serving industries such as power, metallurgy, and chemicals [5]. - The company is one of the few large-scale manufacturers of water treatment agents in China, with a comprehensive product lineup [5]. Group 3: Financial Performance - In the first half of 2025, Taihe Technology reported revenue of 1.392 billion yuan, a year-on-year increase of 27.68% [6]. - The net profit attributable to shareholders was 56.3682 million yuan, up 3.9% year-on-year, while the net profit after deducting non-recurring items decreased by 11.46% to 39.3137 million yuan [6].

Core Insights - The company reported a revenue of 727,032,034.85 yuan for the third quarter of 2025, representing a year-on-year growth of 27.85% [2] - The net profit attributable to shareholders of the listed company was 32,397,355.47 yuan, showing a year-on-year increase of 9.83% [2] Financial Performance - Revenue for Q3 2025: 727 million yuan, up 27.85% year-on-year [2] - Net profit for Q3 2025: 32 million yuan, up 9.83% year-on-year [2]

Group 1 - Yonghe Co., Ltd. reported a net profit of 469 million yuan for the first three quarters, a year-on-year increase of 220.39% [1] - Jinli Permanent Magnet achieved a net profit of 515 million yuan, reflecting a year-on-year growth of 161.81% [1][2] - Sanhe Pharmaceutical Auxiliary's net profit increased by 8.28% year-on-year, reaching 133 million yuan [2] Group 2 - Jiahuan Technology experienced a net profit decline of 26.53%, totaling 55.35 million yuan [3] - Wuchan Huaneng reported a net profit decrease of 15.10%, amounting to 453 million yuan [3] - Chuan Investment Energy's net profit fell by 4.54%, totaling 4.22 billion yuan [4][5] Group 3 - Dayang Bio's net profit grew by 56.12%, reaching 80 million yuan [5] - Weili Medical reported a net profit increase of 14.94%, totaling 192 million yuan [6] - People's Tongtai's net profit decreased by 45.69%, amounting to 112 million yuan [7] Group 4 - Jiuhuan Bio received a medical device registration certificate for its NT-proBNP test kit [8] - Jincheng Pharmaceutical's subsidiary obtained a drug registration certificate for a specific injection [9] - Guangdian Yuntong's subsidiary acquired a money service operator license in Hong Kong [10] Group 5 - Dash Intelligent won a bid for a project worth 96 million yuan related to the Shijiazhuang subway [10] - Alloy Investment's net profit increased by 124.87%, reaching 7.26 million yuan [11] - Kaile Co., Ltd. reported a net profit growth of 159.14%, totaling 21.63 million yuan [12] Group 6 - Chuanjinno's net profit surged by 175.61%, reaching 304 million yuan [14] - Rijiu Optoelectronics reported a net profit increase of 36.54%, totaling 76.91 million yuan [15] - Dazhu CNC's net profit grew by 142.19%, amounting to 492 million yuan [15] Group 7 - Nairui Radar expects a net profit increase of 181% for the first three quarters [17] - Suzhou Tianmai successfully acquired land use rights for a new manufacturing project [19] - Aokai Pharmaceutical announced clinical research data for its innovative drug at a major conference [21][22] Group 8 - Jilin Aodong's subsidiary passed the consistency evaluation for a specific injection [24] - Qinxin Environment announced the resignation of a board member [25] - *ST Baoying is planning a change in control, leading to a stock suspension [26] Group 9 - Jianlang Hardware's director plans to reduce holdings by up to 500,000 shares [27] - Taihe Technology's director intends to reduce holdings by up to 606,000 shares [29] - Zhongyuan Securities announced a cash dividend of 0.008 yuan per share [31] Group 10 - Beijing-Shanghai High-Speed Railway plans to distribute a cash dividend of 0.0385 yuan per share [32] - Zhuhai Guanyu expects a net profit increase of 36.88%-55.54% for the first three quarters [34] - Shenglong Co., Ltd. reported a net loss of 72.95 million yuan for the first three quarters [36] Group 11 - Shuangyuan Technology plans to distribute a cash dividend of 0.125 yuan per share [38] - Shaanxi Guotou A reported a net profit increase of 6.6%, totaling 996 million yuan [40] - Sunshine Nuohua intends to invest 15 million yuan in a biotech company [41] Group 12 - Yangjie Technology's net profit increased by 45.51%, reaching 974 million yuan [42] - Xingwang Yuda reported a net profit growth of 260%, totaling 38.37 million yuan [43] - Tongyou Technology turned a profit with a net profit of 9.29 million yuan [44]

Core Insights - Taihe Technology (300801) reported a revenue of 727 million yuan for Q3 2025, representing a year-on-year growth of 27.85% [1] - The company achieved a net profit of 32.3974 million yuan in Q3 2025, reflecting a year-on-year increase of 9.83% [1] Financial Performance - Q3 2025 revenue: 727 million yuan, up 27.85% year-on-year [1] - Q3 2025 net profit: 32.3974 million yuan, up 9.83% year-on-year [1]

Core Viewpoint - Taihe Technology (300801.SZ) reported a significant increase in revenue and net profit for Q3 2025, indicating strong business performance despite a decline in net profit excluding non-recurring items [1] Financial Performance - The company's operating revenue reached 727 million yuan, representing a year-on-year growth of 27.85% [1] - The net profit attributable to shareholders was 32.4 million yuan, reflecting a year-on-year increase of 9.83% [1] - The net profit excluding non-recurring gains and losses was 20.1 million yuan, which showed a year-on-year decline of 38.01% [1]