（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 ...

Market Overview - The chemical products sector experienced a decline of 1.6% on September 3, with Jianye Co. leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Top Performers - Taihe Technology (300801) saw a significant increase of 19.99%, closing at 30.19 with a trading volume of 367,500 shares [1] - Lushan New Materials (603051) rose by 10.01%, closing at 25.61 with a trading volume of 99,200 shares [1] - Kaimete Gas (002549) increased by 6.98%, closing at 17.01 with a trading volume of 1,520,900 shares [1] Underperformers - Jianye Co. (603948) led the decline with a drop of 9.99%, closing at 26.14 and a trading volume of 201,600 shares [2] - Xinchao New Materials (301076) fell by 9.56%, closing at 49.38 with a trading volume of 166,400 shares [2] - Baihehua (603823) decreased by 8.71%, closing at 14.68 with a trading volume of 228,200 shares [2] Capital Flow - The chemical products sector saw a net outflow of 890 million yuan from institutional investors, while retail investors contributed a net inflow of 1.046 billion yuan [2] - The top stocks by net inflow from retail investors included Kaimete Gas (002549) with a net inflow of 5.92 billion yuan [3] - Taihe Technology (300801) also attracted retail investment with a net inflow of 2.47 billion yuan [3]

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]

Core Insights - The company, Taihe Technology, reported a total revenue of 1.392 billion yuan for the first half of 2025, representing a year-on-year increase of 27.68% [1] - The net profit attributable to shareholders was 56.3682 million yuan, up 3.9% year-on-year [1] - The second quarter revenue reached 738 million yuan, with a significant year-on-year growth of 29.64%, while the net profit for the same period surged by 125.58% to 27.9213 million yuan [1] Financial Performance - Total revenue for 2024 was 1.09 billion yuan, compared to 1.392 billion yuan in 2025, marking a 27.68% increase [1] - Net profit for 2024 was 54.2514 million yuan, increasing to 56.3682 million yuan in 2025, a growth of 3.9% [1] - The gross profit margin decreased to 11.02% in 2025 from 14.21% in 2024, a decline of 22.42% [1] - The net profit margin also fell to 4.05% in 2025 from 4.98% in 2024, a decrease of 18.62% [1] - Total receivables increased by 38.66% year-on-year, reaching 349 million yuan [1] Operational Insights - The company’s operating cash flow per share decreased by 41.22% to 0.4 yuan in 2025 [1] - The company has implemented continuous production processes, which enhance safety, reduce investment, stabilize product quality, and minimize labor requirements [3] - The return on invested capital (ROIC) for the previous year was 4.89%, indicating a relatively weak capital return [3] - The company’s historical median ROIC since its listing is 14.37%, suggesting better investment returns in the past [3]

Market Performance - The PEEK materials concept declined by 1.22% as of the market close on August 26, ranking among the top decliners in the sector [1] - Within the PEEK materials sector, companies such as Meihua Medical, Zhongyan Co., and Xinhang New Materials experienced significant declines, while 11 stocks saw price increases, with Jintian Co., Taihe Technology, and Guangqi Technology leading the gains at 4.98%, 4.00%, and 2.53% respectively [1] Capital Flow - The PEEK materials sector saw a net outflow of 1.031 billion yuan from major funds today, with 24 stocks experiencing net outflows, and 9 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Jinfat Technology, with a net outflow of 251 million yuan, followed by Shuanglin Co., Xinhang New Materials, and Henghe Precision with net outflows of 174 million yuan, 137 million yuan, and 96 million yuan respectively [2] Top Gainers and Losers - The top gainers in the PEEK materials sector included Guangqi Technology, Jintian Co., and Taihe Technology, with net inflows of 117 million yuan, 63 million yuan, and 32 million yuan respectively [2] - The PEEK materials capital outflow list highlighted companies such as Jinfat Technology, Shuanglin Co., and Xinhang New Materials, with respective declines of 1.39%, 2.03%, and 5.09% [3]

公司最新资产负债率为22.89%，较上季度资产负债率减少1.46个百分点，较去年同期资产负债率减少2.60个百分点。 2025年8月26日，泰和科技(300801.SZ)发布2025年中报。 公司营业总收入为13.92亿元，较去年同报告期营业总收入增加3.02亿元，实现2年连续上涨，同比较去年同期上涨27.68%。归母净利润为5636.82万元，较去 年同报告期归母净利润增加211.68万元，同比较去年同期上涨3.90%。经营活动现金净流入为8649.88万元。 | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 程终发 | 47.6 | | 2 | 枣庄和生投资管理中心(有限合伙) | 5.78 | | 3 | 山东泰和科技股份有限公司-2024年员工持股计划 | 3.32 | | 4 | 李敬娟 | 1.43 | | 5 | 程震 | 1.25 | | ଚ | 程程 | 1.25 | | 7 | 姚娅 | 1.11 | | 8 | 万振涛 | 0.54 | | ਰੇ | 刘全华 | 0.18 | | 10 | 渐信 | 0.17 | 公司最新毛利率为11.02%。最新 ...