Core Viewpoint - The Hong Kong Stock Exchange announced adjustments to the Shenzhen Stock Connect list, with five stocks being added effective August 18 [1]. Group 1: Companies Added to Shenzhen Stock Connect - The following companies have been included in the Shenzhen Stock Connect list: - Xintong Electronics (信通电子) - Stock Code: 001388.SZ - Tongyu New Materials (同宇新材) - Stock Code: 301630.SZ - Xinhenghui (新恒汇) - Stock Code: 301678.SZ - TeFa Information (特发信息) - Stock Code: 000070.SZ - Zhongli Group (中利集团) - Stock Code: 002309.SZ [2]

Core Viewpoint - The electronic chemicals sector experienced a decline of 0.76% on August 8, with major stocks like Zhongshi Technology leading the drop, while the overall market indices also saw slight decreases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3635.13, down 0.12% [1]. - The Shenzhen Component Index closed at 11128.67, down 0.26% [1]. - The electronic chemicals sector's individual stock performance varied, with Zhongshi Technology closing at 32.08, up 5.70%, and other notable performers including Siquan New Materials and Lier Technology [1]. Group 2: Stock Performance Details - Zhongshi Technology (300684) closed at 32.08 with a 5.70% increase and a trading volume of 394,500 shares, totaling a transaction value of 1.245 billion yuan [1]. - Siquan New Materials (301489) closed at 135.70, up 5.28%, with a trading volume of 109,100 shares and a transaction value of 1.464 billion yuan [1]. - Lier Technology (688683) closed at 27.74, up 3.24%, with a trading volume of 21,200 shares and a transaction value of 58.5277 million yuan [1]. Group 3: Capital Flow - The electronic chemicals sector saw a net outflow of 488 million yuan from main funds, while retail investors contributed a net inflow of 513 million yuan [3]. - Speculative funds experienced a net outflow of 24.5041 million yuan [3].

Group 1 - The stock price of Tongyu New Materials closed at 182.26 yuan on August 7, 2025, down 1.28% from the previous trading day [1] - The trading volume reached 408 million yuan, with a turnover rate of 22.19% [1] - Tongyu New Materials specializes in the research, production, and sales of electronic chemicals, which are widely used in semiconductors and display panels [1] Group 2 - The company operates within the electronic chemicals and specialized new materials sectors [1] - The total market capitalization of Tongyu New Materials is 7.29 billion yuan [1]

Market Performance - The electronic chemicals sector increased by 1.44% on August 6, with Siquan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Highlights - Siquan New Materials (301489) closed at 140.99, up 9.99% with a trading volume of 84,000 shares and a transaction value of 1.145 billion [1] - Tongyu New Materials (301630) closed at 184.63, up 4.98% with a trading volume of 30,000 shares and a transaction value of 548 million [1] - Shanghai Xinyang (300236) closed at 43.91, up 4.80% with a trading volume of 147,600 shares and a transaction value of 638 million [1] - Zhongshi Technology (300684) closed at 31.48, up 4.41% with a trading volume of 394,200 shares and a transaction value of 1.256 billion [1] Fund Flow Analysis - The electronic chemicals sector experienced a net outflow of 143 million from institutional investors, while retail investors saw a net inflow of 207 million [2] - The main stocks with significant fund flow include Zhongshi Technology with a net inflow of 73.1 million from institutional investors [3] - Shanghai Xinyang had a net outflow of 15.7 million from retail investors, indicating a mixed sentiment among different investor types [3]

- The report tracks the recent performance of the IPO market, focusing on the Sci-Tech Innovation Board (STAR Market), ChiNext, and the Main Board, assuming all stocks are fully subscribed and sold at the average market price on the first day of listing, excluding lock-up restrictions[2][10] - As of August 1, 2025, the IPO yield for a 2 billion A-class account is 1.92%, while for a 10 billion A-class account, it is 0.61%[2][10] - The average first-day increase for STAR Market stocks is 218.45%, and for ChiNext stocks, it is 227.38%, based on the performance of 20 recently listed stocks[2][20] - The median number of valid bidding accounts for STAR Market IPOs is approximately 3,062 for A-class accounts and 1,602 for B-class accounts, while for ChiNext IPOs, the numbers are 3,630 and 2,080, respectively[2][27] - The report calculates the theoretical full subscription income for each stock using the formula: **Full Subscription Quantity = Maximum Subscription Limit × Average Offline Winning Rate** **Full Subscription Income = (First Board Price - Initial Offering Price) × Full Subscription Quantity**[39][42] - The highest full subscription income among recent IPOs is 141.4 million yuan for Huadian New Energy, followed by 44.18 million yuan for Yitang Co., and 17.26 million yuan for Shanda Electric[42][45] - For A-class accounts, the cumulative IPO yield since 2024 is 5.65% for a 2 billion account, while for 2025 alone, it is 1.92%[47][48] - For B-class accounts, the cumulative IPO yield since 2024 is 4.64% for a 2 billion account, while for 2025 alone, it is 1.72%[51][52]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002741 | 光华科技 | 19.18 | -3.13% | 23.95万 | 4.63亿 | | 300655 | 晶瑞电材 | 10.22 | -2.67% | 59.14万 | 6.10亿 | | 300398 | 飞凯材料 | 19.23 | -2.34% | 22.33万 | 4.33 乙 | | 300429 | 强力新材 | 13.42 | -2.19% | 1 21.86万 | 2.96亿 | | 301630 | 同宇新材 | 172.09 | -1.87% | 1.74万 | 3.00亿 | | 600330 | 天通股份 | 7.90 | -1.86% | 51.59万 | 4.09亿 | | 688035 | 德邦科技 | 41.53 | -1.59% | 2.62万 | 1.09亿 | | 688019 | 安集科技 | 147.50 | -1.52% | 2.10万 | 3.14亿 | | 002584 | 西陇科学 ...

Market Performance - The electronic chemicals sector declined by 1.53% on July 31, with Rongda Photoelectric leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Siquan New Materials (301489) saw a significant increase of 20.00%, closing at 103.66 with a trading volume of 66,300 shares and a transaction value of 667 million [1] - Tiancheng Technology (688603) increased by 1.97%, closing at 65.26 with a trading volume of 98,000 shares and a transaction value of 659 million [1] - Other notable performances include Tongyu New Materials (301630) up by 0.91%, Guanghua Technology (002741) up by 0.61%, and Zhongshi Technology (300684) up by 0.50% [1] Capital Flow - The electronic chemicals sector experienced a net outflow of 795 million from institutional investors, while retail investors saw a net inflow of 851 million [3] - Speculative funds had a net outflow of 56.71 million [3]

同宇新材7月15日在互动平台回答投资者提问时表示，公司没有稳定币方面的布局。 ...

二、《募集资金三方监管协议》的签订和募集资金专户的开立、存储情况 为规范公司募集资金的存放、管理和使用，保护投资者的合法权益，根据中 国证监会《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等有关法律法规及公司《募集资金管理制度》的要求，公司开立了募集资金专项 账户，对募集资金的存放和使用进行专户管理，并签署相应的募集资金监管协议， 对募集资金的存放和使用进行监督。 同宇新材料（广东）股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意同宇新材 料（广东）股份有限公司首次公开发行股票注册的批复》（证监许可〔2025〕907 号）同意注册，同宇新材料（广东）股份有限公司（以下简称"公司"）首次公 开发行人民币普通股（A 股）股票 1,000 万股，每股面值 1 元，每股发行价格为 84.00 元，本次发行募集资金总额为人民币 84,000.00 ...

Market Overview - As of July 29, the Shanghai Composite Index closed at 3609.71 points, up by 11.77 points, with a gain of 0.33% [1] - The Shenzhen Component Index closed at 11289.41 points, increasing by 71.82 points, representing a rise of 0.64% [1] - The ChiNext Index ended at 2406.59 points, up by 44.00 points, reflecting a growth of 1.86% [1] Stock Performance - A total of 98 A-shares had a turnover rate exceeding 20% on July 29 [1] - The top stock by turnover rate was Beifang Changlong (301357) with a turnover rate of 49.95% and a price increase of 7.12% [1] - Nanfang Luji (603280) followed with a turnover rate of 47.77% and a price increase of 10.00% [1] - Other notable stocks included Tuoshan Heavy Industry (001226) with a turnover rate of 46.32% and a price increase of 4.40% [1] - Jiyuan Group (603262) had a turnover rate of 46.02% but experienced a decline of 9.15% [1] Additional Notable Stocks - Beimei (002570) had a turnover rate of 45.11% with a price increase of 3.54% [1] - Hengli Drilling Tools (836942) reported a turnover rate of 43.67% but saw a decrease of 1.80% [1] - Qishi Dairy (832786) had a turnover rate of 39.98% with a price increase of 5.05% [1] - Xizang Tianlu (600326) achieved a turnover rate of 37.99% and a price increase of 10.03% [1] - Zhongshe Co., Ltd. (002883) had a turnover rate of 37.88% with a modest price increase of 1.10% [1]