Group 1 - The core viewpoint of the news is that Tongyu New Materials experienced a decline in stock price and trading volume on January 19, with a net financing outflow of 10.66 million yuan [1] - On January 19, Tongyu New Materials' financing buy amounted to 20.33 million yuan, while financing repayment was 30.98 million yuan, resulting in a total financing balance of 153 million yuan, which represents 8.10% of its market capitalization [1] - The company specializes in the research, production, and sales of electronic resins, primarily used in the production of copper-clad laminates, with 99.26% of its revenue coming from electronic resins [1] Group 2 - As of September 30, the number of shareholders for Tongyu New Materials was 8,851, a decrease of 55.73% from the previous period, while the average circulating shares per person increased by 125.86% to 1,129 shares [2] - For the period from January to September 2025, Tongyu New Materials reported a revenue of 899 million yuan, reflecting a year-on-year growth of 25.96%, while the net profit attributable to the parent company was 103 million yuan, a decrease of 6.62% year-on-year [2] - Among the top ten circulating shareholders as of September 30, 2025, Huaxia Industry Prosperity Mixed A (003567) was the second-largest shareholder with 414,300 shares, while Huaxia Vision Growth One-Year Holding Mixed A (016250) was the third-largest with 236,400 shares, both being new shareholders [2]

Group 1 - The company, Tongyu New Materials, stated that its production and operations are currently stable [2] - The management emphasizes the importance of stock price trends and shareholder interests, acknowledging that stock price fluctuations result from various complex market factors [2] - The company aims to focus on its core business, enhance its competitive strength and intrinsic value, and is committed to creating long-term returns for shareholders through steady development [2]

Group 1 - The company is actively expanding its electronic resin production capacity through fundraising projects, with a designed capacity of 152,000 tons set to commence production in July 2024 [2] - The company is currently in the capacity ramp-up phase, which will support further market share growth [2] - The company has made breakthroughs in key core technologies for electronic resins suitable for high-frequency and high-speed copper-clad laminates, including benzoxazine resin, maleimide resin, functionalized polyphenylene ether resin, and advanced hydrocarbon resin [2] Group 2 - The related products are currently in small batch or pilot testing stages, and their commercialization will address the domestic shortfall in high-end applications of electronic resins [2] - The successful commercialization of these products is expected to enhance customer recognition and market share [2]

Market Overview - The electronic chemicals sector experienced a decline of 1.99% on December 29, with Tian Tong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Puyang Huicheng (300481) with a closing price of 15.82, up 1.22% [1] - Lier Technology (688683) with a closing price of 31.82, up 1.21% [1] - Hongchang Electronics (603002) with a closing price of 7.62, up 0.53% [1] - Major decliners included: - Tian Tong Co., Ltd. (600330) with a closing price of 13.17, down 4.22% [2] - Qiangli New Materials (300429) with a closing price of 13.60, down 4.09% [2] - Jingrui Electric Materials (300655) with a closing price of 16.40, down 3.87% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 2.213 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.846 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Weiteou (61310E) saw a net inflow of 2.3267 million yuan from institutional investors [3] - Tian Tong Co., Ltd. (600330) experienced a significant net outflow of 34.02 billion yuan [2] - Puyang Huicheng (300481) had a net inflow of 707,000 yuan from institutional investors [3]

兴业证券股份有限公司 关于同宇新材料（广东）股份有限公司 2025 年度定期现场检查报告 | 保荐机构名称：兴业证券股份有限公司 被保荐公司简称：同宇新材 | | --- | | 保荐代表人姓名：林剑锋 联系电话：021-20370631 | | 保荐代表人姓名：万弢 联系电话：021-20370631 | | 现场检查人员姓名：林剑锋、高一蕖 | | 现场检查对应期间： 2025 年 7 月 10 日-2025 年 12 月 8 日 | | 年 月 年 月 年 月 年 现场检查时间：2025 11 4 日-2025 11 7 日、2025 12 8 日-2025 | | 12 月 11 日 | | 一、现场检查事项 现场检查意见 | | 不适 （一）公司治理 是 否 | | 用 | | 现场检查手段：1.查阅公司章程及公司治理制度；2.查阅检查期内的股东会和董 | | 事会会议文件；3.查看上市公司的主要生产、经营、管理场所;4.与上市公司管理 层进行沟通，了解公司经营管理情况。 | | 1.公司章程和公司治理制度是否完备、合规 是 | | 2.公司章程和股东会、董事会规则是否得到有效执行 是 | | 3. ...

Group 1 - The core viewpoint of the news is that Tongyu New Materials has shown a significant increase in trading activity and financial performance, with a notable rise in revenue despite a decline in net profit [1][2]. Group 2 - On December 18, Tongyu New Materials' stock rose by 0.97%, with a trading volume of 92.12 million yuan. The financing buy-in amount for the day was 10.51 million yuan, while the net financing buy-in reached 4.89 million yuan, resulting in a total financing and securities balance of 174 million yuan [1]. - As of September 30, the number of shareholders for Tongyu New Materials was 8,851, a decrease of 55.73% from the previous period. The average circulating shares per person increased by 125.86% to 1,129 shares [2]. - For the period from January to September 2025, Tongyu New Materials achieved an operating income of 899 million yuan, representing a year-on-year growth of 25.96%. However, the net profit attributable to the parent company was 103 million yuan, reflecting a year-on-year decrease of 6.62% [2]. - The major shareholders as of September 30 include Huaxia Industry Prosperity Mixed A, which is the second-largest shareholder with 414,300 shares, and Huaxia Vision Growth One-Year Mixed A, the third-largest shareholder with 236,400 shares, both being new shareholders [2].

Group 1 - The company, Tongyu New Materials (301630), focuses on the research, production, and sales of electronic resins, primarily used in the production of copper-clad laminates [1] - The fundraising project includes the Jiangxi Tongyu New Materials Co., Ltd. annual production of 200,000 tons of electronic resin project (Phase I), which features a design capacity of 10,000 tons for novolac phenolic epoxy resin (CNE) applicable in photoresist inks [1] - The relevant work for the project is progressing in an orderly manner [1]

Group 1 - The core viewpoint of the article highlights that Tongyu New Materials (301630) has a strong customer base, including well-known global manufacturers in the copper-clad laminate industry such as Jiantao Group, Shengyi Technology (600183), Nanya New Materials, Huazheng New Materials (603186), Jinbao Electronics, and Ultrasonic Electronics (000823) [1] - The company's parent company's capacity utilization rate has consistently remained at a high level in recent years [1] - The production capacity of Jiangxi Tongyu is still in the ramp-up phase [1]

Group 1 - The core viewpoint of the article is that Tongyu New Materials (301630) has developed a high-performance hydrocarbon resin with excellent dielectric properties, which is currently in the customer testing phase after pilot trials [1] Group 2 - The company has independently developed the high-performance hydrocarbon resin, indicating a focus on innovation and product development [1] - The resin has undergone pilot testing and samples have been sent out, suggesting progress in the product development cycle [1] - The current status of the product is in the customer testing phase, which is a critical step before potential commercialization [1]

Group 1 - The company has developed advanced hydrocarbon resin with excellent dielectric properties and is currently in the pilot testing phase [2] - The resin samples have been sent for testing, and the company is in the customer testing stage [2]