每经AI快讯，斯迪克（300806）今日涨停，成交额21.50亿元，换手率14.47%，盘后龙虎榜数据显示， 深股通专用席位买入3.19亿元并卖出1.44亿元，2家机构专用席位净买入1.06亿元，有1家机构专用席位 净卖出321.88万元。 ...

| 601899 | 紫金矿 业 | 5.75 | 2.62 | 38.08 | 39.72 | 4.32 | | --- | --- | --- | --- | --- | --- | --- | | 300774 | 倍杰特 | 5.93 | 9.75 | 26.77 | 27.85 | 4.03 | | 000821 | ST京机 | 5.02 | 7.93 | 12.71 | 13.19 | 3.78 | （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 301080 | 百普赛 斯 | 14.92 | 5.22 | 63.72 | 70.79 | 11.09 | | 300871 | 回盛生 物 | 20.01 | 18.71 | 29.55 | 32.62 | 10.40 | | 300806 | 斯迪克 | 14.84 | 13.45 | 38.14 | ...

Investment Rating - The report maintains a strong rating for the chemical industry, indicating a positive outlook for the sector [5]. Core Insights - The chemical sector has shown resilience with the CITIC Basic Chemical Index rising by 5.73% and the Shenwan Chemical Index increasing by 7.29% this week [13][16]. - Key sub-industries such as soda ash, chlor-alkali, and dyeing chemicals have experienced significant price increases, with soda ash rising by 13.3% [16]. - The report highlights the competitive strength of domestic tire manufacturers and suggests focusing on companies like Sailun Tire and Linglong Tire as potential growth opportunities [4]. - The polyurethane project by Huide Technology, with an annual production capacity of 600,000 tons, has commenced, indicating strategic growth in the new materials sector [3]. - The report emphasizes the tightening supply-demand dynamics in the phosphate chemical sector due to environmental regulations and increasing demand from the new energy sector [4]. Summary by Sections Market Overview - The Shanghai Composite Index increased by 0.84%, while the ChiNext Index decreased by 0.34% [13]. - The overall performance of the chemical sector is positive, with notable gains in various sub-industries [16]. Key Sub-Industry Developments - **Polyurethane**: The price of pure MDI in East China is reported at 17,600 RMB/ton, showing a week-on-week decline of 1.12% [28]. - **Tires**: The operating load for all-steel tires in Shandong is at 62.70%, reflecting a year-on-year increase of 20.70% [49]. - **Fertilizers**: Urea prices are at 1,757.45 RMB/ton, with a week-on-week decrease of 0.4% [63]. - **Vitamins**: The price of Vitamin A is reported at 61.5 RMB/kg, down 1.6% week-on-week [79]. Investment Themes - **Tire Sector**: Domestic tire companies are positioned strongly, with a focus on growth stocks [4]. - **Consumer Electronics**: Recovery in demand is anticipated, benefiting upstream material companies [4]. - **Phosphate Chemicals**: Supply constraints due to environmental policies are expected to tighten the market [4]. - **Vitamin Supply**: Supply disruptions in Vitamin A and E are noted, creating potential investment opportunities [4].

证券日报网讯 1月23日，斯迪克发布公告称，公司之子公司常州共跃星辰新材料科技有限公司因引入新 股东深圳市远致星火私募股权投资基金合伙企业（有限合伙），已就注册资本、股权结构、董事人选及 公司章程等事项完成变更及备案登记手续，并收到了常州市武进区政务服务管理办公室换发的《营业执 照》。 （编辑 楚丽君） ...

证券代码：300806 证券简称：斯迪克 公告编号：2026-003 江苏斯迪克新材料科技股份有限公司 关于全资子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏斯迪克新材料科技股份有限公司（以下简称"公司"）之子公司常州共 跃星辰新材料科技有限公司（以下简称"共跃星辰"）因引入新股东深圳市远致 星火私募股权投资基金合伙企业（有限合伙），已就注册资本、股权结构、董事 人选及公司章程等事项完成变更及备案登记手续，并收到了常州市武进区政务服 务管理办公室换发的《营业执照》，具体信息如下： 1、公司名称：常州共跃星辰新材料科技有限公司 2、统一社会信用代码：91320412MAEUTRQL97 3、成立日期：2025 年 08 月 27 日 4、住所：常州西太湖科技产业园兰香路 8 号 11 号楼 1 楼 5、注册资本：18193.5484 万元整 6、公司类型：其他有限责任公司 7、法定代表人：金闯 8、股权结构： | 序号 | 股东名称 | 认缴注册资 本（万元） | 认缴出资 比例 | 实缴注册资本 （万元） | 出资时间 | ...

证券日报网讯1月22日，斯迪克（300806）在互动平台回答投资者提问时表示，上海达思信企业管理中 心(有限合伙)拟进行芯片磁传感领域的股权投资。 ...

Core Viewpoint - The stock of Sdiq has experienced fluctuations, with a recent decline of 2.04%, while showing significant growth over the past months, indicating a volatile yet potentially rewarding investment opportunity in the new materials sector [1]. Group 1: Stock Performance - As of January 20, Sdiq's stock price is 37.50 yuan per share, with a market capitalization of 16.999 billion yuan [1]. - Year-to-date, Sdiq's stock has increased by 21.99%, with a 10.13% rise over the last five trading days, 33.69% over the last 20 days, and 42.05% over the last 60 days [1]. - The trading volume on January 20 was 1.76 billion yuan, with a turnover rate of 1.46% [1]. Group 2: Financial Performance - For the period from January to September 2025, Sdiq reported a revenue of 2.239 billion yuan, reflecting a year-on-year growth of 11.57%, while the net profit attributable to shareholders decreased by 15.81% to 45.2698 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 91.199 million yuan, with 32.9732 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Sdiq has 20,100 shareholders, an increase of 12.63% from the previous period, with an average of 15,771 circulating shares per shareholder, down by 11.15% [2]. - The sixth-largest circulating shareholder is Shenwan Lixin New Economy Mixed A, holding 5.8362 million shares, a decrease of 831,400 shares from the previous period [3]. - Hong Kong Central Clearing Limited is the seventh-largest shareholder, increasing its holdings by 171,350 shares to 4.9205 million shares [3].

Group 1 - Nanda Optoelectronics is a core enterprise in the semiconductor materials field, focusing on the R&D and mass production of ArF photoresists, having achieved breakthroughs that disrupt the monopoly of Japanese and American companies in the mid-to-high-end photoresist market [1][38][39] - The company has established deep cooperation with foundries in the Yangtze River Delta and has successfully validated its ArF photoresist for 28nm processes, leading to significant order growth and capacity expansion following the introduction of U.S. semiconductor tariffs in 2026 [1][39] - The National Big Fund has provided financial support for its photoresist projects, enhancing its first-mover advantage in the domestic photoresist market [1][39] Group 2 - Tongcheng New Materials, based in Shanghai, is a leading domestic rubber additive company that has entered the photoresist market through the acquisition of Beixu Electronics, focusing on the R&D and production of KrF photoresists [2][40] - The company has established stable partnerships with major domestic foundries, achieving large-scale production of KrF photoresists widely used in memory chips and power devices [2][40] - Plans for an H-share listing in 2026 aim to raise funds for high-end photoresist R&D and capacity expansion, further enhancing its competitive edge in the domestic market [2][40] Group 3 - Dinglong Co., headquartered in Wuhan, is a leader in printing and copying consumables, diversifying into semiconductor materials with a focus on polishing pads and supporting materials for photoresists [3][41] - The company has established close cooperation with major foundries like SMIC, achieving import substitution for its CMP polishing pads, which supports its photoresist business [3][41] - Following the U.S. semiconductor tariffs, there has been a surge in demand for localized supporting materials, leading to increased orders for its photoresist and related products [3][41] Group 4 - Yake Technology, located in Jiangsu, has entered the semiconductor photoresist market through the acquisition of South Korea's UP Chemical, focusing on KrF and ArF photoresists [4][42] - The company has integrated the technical advantages of the Korean team with domestic market resources, positioning itself as a core supplier of mid-to-high-end photoresists in the global semiconductor supply chain [4][42] - The electronic specialty gas business complements its photoresist offerings, providing a one-stop material solution for foundries [4][42] Group 5 - Dongcai Technology, based in Sichuan, specializes in high polymer resin materials for photoresists, leveraging its chemical industry foundation in the Southwest [5][43] - The company has achieved batch supply of resin products for various photoresist models, including G/I line and KrF, validated by multiple domestic photoresist manufacturers [5][43] - The demand for localized raw materials has surged following the U.S. semiconductor tariffs, leading to increased production capacity and a focus on high-end resin materials for ArF photoresists [5][43] Group 6 - Lianhong New Materials, located in Shandong, produces core raw materials such as monomers and solvents for photoresists, achieving low-cost production with quality meeting import standards [6][44] - The company has established long-term partnerships with downstream photoresist manufacturers, enhancing product adaptability and market share [6][44] - The acceleration of domestic substitution due to U.S. tariffs has led to a significant increase in orders for its photoresist raw materials [6][44] Group 7 - Shengquan Group, based in Shandong, focuses on developing phenolic and epoxy resins for photoresists, achieving breakthroughs in green and high-performance materials [7][45] - The company has become a core supplier for downstream photoresist manufacturers, benefiting from the growing demand for upstream resin materials following the U.S. semiconductor tariffs [7][45] - Increased R&D investment aims to develop high-end resin materials for KrF photoresists, further extending its position in the semiconductor materials industry [7][45] Group 8 - Shanghai Xinyang, a leader in semiconductor cleaning liquids, has diversified into the photoresist market, focusing on G/I line and electroplating photoresists [8][46] - The company has achieved large-scale production of G/I line photoresists, becoming a major supplier for domestic packaging applications [8][46] - The introduction of U.S. tariffs has accelerated the domestic adoption of photoresist materials, significantly increasing order volumes for its products [8][46] Group 9 - Jingrui Electric Materials, located in Jiangsu, is a leader in microelectronic materials, with its photoresist business covering multiple models including G/I line and KrF [9][48] - The company has accumulated extensive experience in photoresist R&D and production, with KrF photoresists entering the customer validation phase [9][48] - The U.S. semiconductor tariffs have led to a significant increase in domestic procurement of photoresists, resulting in notable revenue growth for the company [9][48] Group 10 - Huamao Technology, based in Fujian, has entered the photoresist market through the acquisition of XuZhou Bokan, focusing on ArF photoresist R&D [10][49] - The company aims to leverage its technical reserves to achieve breakthroughs in the production of mid-to-high-end photoresists, particularly in automotive semiconductor applications [10][49] - The acceleration of domestic substitution due to U.S. tariffs positions the company favorably in the ArF photoresist market [10][49] Group 11 - Jingfang Technology, headquartered in Jiangsu, specializes in semiconductor packaging and testing, relying on photoresists as a core consumable in its processes [11][50] - The company is enhancing cooperation with domestic photoresist manufacturers to optimize supply chain costs amid the push for domestic substitution [11][50] - The growth in demand from automotive electronics and AIoT sectors is driving the expansion of its packaging business, indirectly benefiting from the photoresist market [11][50] Group 12 - Xinlai Yingcai, based in Jiangsu, is a leader in ultra-pure fluid equipment, providing clean production equipment for photoresist manufacturing [12][51] - The company is expanding its product offerings to include ultra-clean equipment suitable for ArF and EUV photoresist production [12][51] - The demand for clean equipment has surged following the U.S. semiconductor tariffs, leading to significant order growth [12][51] Group 13 - Hubei Yihua, located in Hubei, is a leader in basic chemicals, producing raw materials for photoresists such as chlorobenzene and phosphorus trichloride [13][53] - The company has achieved large-scale production of photoresist raw materials, benefiting from the growing demand for localized supply following U.S. tariffs [13][53] - Its integrated chemical industry advantages help reduce production costs, enhancing its competitiveness in the photoresist supply chain [13][53]

格隆汇1月15日丨斯迪克(300806.SZ)公布，公司作为有限合伙人与实际控制人、董事长兼总经理金闯先 生；董事兼高级管理人员杨比女士；江苏建银投资有限公司；上海宏力达信息技术股份有限公司；穆垣 江；沈艳琴；李珍；祖尧；吴其云共同投资设立上海达思信企业管理中心（有限合伙），并签署《上海 达思信企业管理中心（有限合伙）合伙协议》。公司拟使用自有资金认缴出资不超过1649.30万元 （含），认缴出资比例为23.5614%。 ...

证券日报网讯 1月15日，斯迪克发布公告称，公司第五届董事会第十六次会议审议通过《关于豁免公司 第五届董事会第十六次会议通知时限的议案》《关于与关联方共同投资暨关联交易的议案》。 （文章来源：证券日报） ...