Core Viewpoint - The photovoltaic sector continues to show strong performance, with several companies experiencing significant stock price increases due to strategic initiatives aimed at industry consolidation and debt reduction [1] Group 1: Market Performance - Companies such as Yijing Photovoltaic, Hongyuan Green Energy, Jincheng Co., Guosheng Technology, and Zhaoxin Co. have reached their daily price limits [1] - Additionally, Dike Co. and Yicheng New Energy have seen stock price increases exceeding 10% [1] Group 2: Industry Developments - Leading polysilicon manufacturers are reportedly planning to form a consortium, with total investments potentially ranging from 20 billion to 30 billion yuan [1] - The objective of this consortium is to eliminate excess production capacity and address accumulated debts within the industry, which may lead to a new phase of "de-involution" in the photovoltaic sector [1]

证券代码：300842 证券简称：帝科股份 公告编号：2025-076 无锡帝科电子材料股份有限公司 关于实际控制人及其一致行动人持股比例被动稀释 触及1%整数倍的公告 特此公告。 无锡帝科电子材料股份有限公司董事会 2025 年 11 月 7 日 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。 无锡帝科电子材料股份有限公司（以下简称"公司"或"帝科股份"）于近 日在中国证券登记结算有限责任公司深圳分公司办理完成 2021 年限制性股票激 励计划第四期及 2024 年限制性股票激励计划第一期限制性股票归属手续，本次 归属股份 3,517,325 股于 2025 年 11 月 6 日上市流通，公司总股本由 141,762,418 股变更为 145,279,743 股。因实施权益分派、股权激励，公司实际控制人史卫利、 闫经梅及一致行动人无锡尚辉嘉贸易合伙企业（有限合伙）、无锡迪银科贸易合 伙企业（有限合伙）以及无锡赛德科贸易合伙企业（有限合伙）自前次披露《简 式权益变动报告书》以来，合计持股比例从 23.3255%被动稀释至 22.5340%，权 益变动触及 1% ...

Core Viewpoint - The lawsuit filed by the subsidiary of Dike Co., Ltd. (帝科股份) against Zhejiang Guangda Electronics Technology Co., Ltd. highlights the increasing issue of intellectual property infringement in the photovoltaic industry, which is crucial for maintaining innovation and fair competition [2][3]. Company Summary - Dike Co., Ltd. announced a lawsuit involving its subsidiary Zhejiang Sote Materials Technology Co., Ltd. against Zhejiang Guangda Electronics for patent infringement, with the disputed amount reaching 200 million yuan [2]. - The patent in question pertains to a thick film paste containing lead-tellurium-lithium-titanium-oxide, essential for semiconductor manufacturing, and is held by Sote's wholly-owned subsidiary [2]. - The lawsuit requests the defendant to cease production and sales of the infringing products, destroy related production equipment, and compensate for economic losses and legal fees totaling 200 million yuan [2]. Industry Summary - The photovoltaic industry is experiencing intensified competition, with intellectual property infringement being a significant factor. Companies are bypassing research and development to quickly capture market share, leading to a detrimental cycle of low-level price competition [3]. - The technology involved in photovoltaic conductive silver paste is critical for the efficiency and stability of solar cells, making the protection of such innovations vital for the industry's health [3]. - The lawsuit serves as a reminder of the importance of respecting intellectual property rights to foster a culture of innovation and sustainable development within the photovoltaic sector [3].

Group 1 - The core point of the news is that 帝科股份' subsidiary, 浙江索特, has filed a lawsuit against 浙江光达电子科技有限公司 for patent infringement, seeking 200 million yuan in damages [1] - The patent in question relates to a thick film slurry containing lead, tellurium, lithium, titanium, and oxide, which is used in semiconductor manufacturing [1] - The outcome of the lawsuit is uncertain in the short term, but a favorable ruling could lead to significant compensation and strengthen the company's market position and valuation in the long term [1] Group 2 - 晶科能源 has reported a total module shipment of 61.85 GW in the first three quarters, maintaining its position as the global leader in module shipments [2] - The company's gross margin improved by 4.77 percentage points quarter-on-quarter, marking two consecutive quarters of improvement [2] - Operating cash flow significantly improved to 2.471 billion yuan, indicating enhanced cost control and optimized profitability [2] Group 3 - 天赐材料' subsidiary, 九江天赐, has signed a long-term supply agreement with 合肥国轩, committing to supply an estimated total of 870,000 tons of electrolyte products from 2026 to 2028 [3] - This agreement secures core customer orders for the next three years, ensuring revenue stability for the company [3] - The contract reflects the company's competitive product offerings and strong position in the electrolyte market [3]

Core Viewpoint - The company, 帝科股份, has disclosed that its subsidiary, 浙江索特材料科技有限公司, has initiated a lawsuit for patent infringement against 浙江光达电子科技有限公司, with the case amounting to 200 million yuan [1] Group 1: Lawsuit Details - The lawsuit has been accepted by the court, but the hearing has not yet taken place [1] - 浙江索特 is the plaintiff, while 浙江光达电子科技有限公司 is the defendant [1] - The patent in question pertains to "thick film pastes containing lead-tellurium-lithium-titanium-oxide and their use in manufacturing semiconductor devices," and the patent remains valid [1] Group 2: Patent Rights and Allegations - 浙江索特 holds the usage and litigation rights for the patent through a licensing agreement with the patent owner [1] - The defendant is accused of manufacturing, selling, and promising to sell photovoltaic conductive silver paste products that fall within the scope of the patented claims without permission [1] - This alleged infringement is said to severely violate the legal rights of 浙江索特 [1]

Core Viewpoint - Wuxi Dike Electronic Materials Co., Ltd. announced a lawsuit filed by its subsidiary Zhejiang Sote Materials Technology Co., Ltd. against Zhejiang Guangda Electronic Technology Co., Ltd. for patent infringement, with a total claim amount of 200 million yuan [1][2]. Group 1: Lawsuit Details - The lawsuit involves a patent infringement dispute concerning photovoltaic conductive silver paste products, with Zhejiang Sote as the plaintiff and Zhejiang Guangda as the defendant [1][2]. - Zhejiang Sote is the holder of a valid invention patent related to thick film pastes used in semiconductor devices, which it obtained through licensing from the patent owner [2]. - The lawsuit requests the defendant to cease the manufacture and sale of the infringing products, destroy related manufacturing equipment, and compensate for economic losses and legal fees totaling 200 million yuan [1][2]. Group 2: Financial Implications - As of the announcement date, the case has been accepted by the court but has not yet been heard, leading to uncertainty regarding its impact on the company's current and future profits [2]. - Since the last disclosure, the company and its subsidiaries have reported an additional litigation amount of approximately 1.7214 million yuan, excluding the current lawsuit [2].

Core Viewpoint - The company has successfully completed the acquisition of 62.5% equity in Jiangsu Jingkai Semiconductor Technology Co., Ltd. and has obtained the business license issued by the Xuzhou Economic and Technological Development Zone Administrative Approval Bureau [1] Group 1: Acquisition Details - The registered capital of Jiangsu Jingkai is 125 million yuan, and the company was established on November 16, 2020 [1] - The legal representative of Jiangsu Jingkai is Wang Haoyan, and its registered address is in the Xuzhou Economic and Technological Development Zone, Phoenix Bay Electronic Information Industry Park, D1 Factory [1] Group 2: Business Scope - Jiangsu Jingkai's business scope includes technology import and export, goods import and export, manufacturing and sales of semiconductor device special equipment, and manufacturing and sales of integrated circuit chips and products [1]

证券代码：300842 证券简称：帝科股份 公告编号：2025-074 4. 对上市公司损益产生的影响：本次诉讼尚未开庭审理，对公司本期利润或 期后利润的影响具有不确定性，实际影响以法院判决为准。 无锡帝科电子材料股份有限公司 关于子公司重大诉讼事项的公告 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。 敬请广大投资者谨慎决策，注意投资风险。 一、本次重大诉讼事项受理的基本情况 重要内容提示： 1. 案件所处的诉讼阶段：浙江省高级人民法院已受理，尚未开庭审理。 2. 上市公司所处的当事人地位：无锡帝科电子材料股份有限公司（以下简称 "公司"）的控股子公司浙江索特材料科技有限公司为原告。 3. 涉案金额：本次诉讼案件暂合计为人民币200,000,000元。 近日，公司获悉子公司浙江索特材料科技有限公司因侵害发明专利权纠纷向 法院提起诉讼并获受理（案号：（2025）浙知民初 3 号）。截至本公告披露日， 该案件尚未开庭。 二、有关本案的基本情况 1. 诉讼案件各方当事人 原告：浙江索特材料科技有限公司 被告：浙江光达电子科技有限公司 受理机构：浙江省高级人民法院 ...

证券代码：300842 证券简称：帝科股份 公告编号：2025-075 无锡帝科电子材料股份有限公司 关于收购江苏晶凯半导体技术有限公司 62.5%股权的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 本次交易概述 无锡帝科电子材料股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日召开第三届董事会第十三次会议、第三届监事会第十五次会议，审议通过《关 于收购江苏晶凯半导体技术有限公司 62.5%股权的议案》，同意公司以人民币 3 亿元收购江苏晶凯半导体技术有限公司（以下简称"江苏晶凯"）62.5%的股权。 本次交易完成后，江苏晶凯将成为公司的控股子公司，纳入公司合并报表范围。 具体内容详见公司于 2025 年 10 月 14 日披露于巨潮资讯网的《关于收购江苏晶 凯半导体技术有限公司 62.5%股权的公告》（2025-061）。 类型：有限责任公司 法定代表人：王浩酽 注册资本：12500 万元整 成立日期：2020 年 11 月 16 日 住所：徐州经济技术开发区凤凰湾电子信息产业园 D1 厂房 经营范围：许可项目：技术进出口 ...

证券代码：300842 证券简称：帝科股份 公告编号：2025-072 无锡帝科电子材料股份有限公司 关于 2021 年限制性股票激励计划限制性股票 第四个归属期归属结果暨股份上市公告 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。 重要内容提示： 1. 本次限制性股票的归属日为 2025 年 11 月 6 日； 3. 本次归属限制性股票的人数：1 人； 4. 本次归属的限制性股票上市流通日为 2025 年 11 月 6 日，本次归属的限制 性股票不另设限售期。 无锡帝科电子材料股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日召开第三届董事会第十三次会议、第三届监事会第十五次会议，审议通过了《关 于公司 2021 年限制性股票激励计划限制性股票第四个归属期归属条件成就的议 案》，近日，公司已办理完成了 2021 年限制性股票激励计划（以下简称"本次 激励计划"）限制性股票的第四个归属期股份归属登记工作，现将有关情况公告 如下： 一、本次激励计划实施情况概要 （一）本次激励计划简述 公司于 2021 年 3 月 26 日召开的第一届董事会第二 ...