本次增持主体衢州恒芯企业管理合伙企业（有限合伙）（以下简称"恒芯企 业"）为中巨芯科技股份有限公司（以下简称"公司"）持股 5%以上股东，为 公司员工持股平台。本次增持计划实施前，恒芯企业已持有公司股份 107,957,000 股，占公司目前总股本的 7.31%。 增持计划的主要内容 基于对公司未来持续稳定发展的信心以及对公司股票长期投资价值的认可， 恒芯企业拟自本次增持计划公告之日起 6 个月内，使用其自有资金和股票增持专 项贷款，通过上海证券交易所交易系统以集中竞价方式增持公司股份，本次合计 拟增持金额不低于人民币 5,000 万元（含）且不超过人民币 10,000 万元（含）。 本次增持计划不设定价格区间，恒芯企业将根据市场整体走势及对公司价值的合 理判断，在实施期限内择机实施增持计划。中信银行股份有限公司衢州分行（以 下简称"中信银行"）已向恒芯企业出具《贷款承诺函》，同意为恒芯企业增持 公司股票提供专项贷款，贷款额度不超过人民币 9,000 万元，期限 3 年。 证券代码：688549 证券简称：中巨芯 公告编号：2026-003 中巨芯科技股份有限公司 关于持股 5%以上股东增持公司股份计划的公告 ...

相关报告 1.【华安化工】基础化工：蓝星收购 埃肯有机硅资产，我国首个生物燃油 2.【华安化工】染料产业链格局改善， 3.【华安化工】合成生物学周报：工 （1）有机硅行业盈利步入修复通道，新兴应用领域成为核心增长引 擎。2019—2024 年，国内有机硅 DMC 产能高速扩张，引发行业阶段 性产能过剩，市场价格持续下行。2025 年，行业无新增产能落地，叠 加海外产能持续出清，供给端增速正式见顶。需求侧，新能源汽车、 光伏等新兴领域需求维持高速增长态势，叠加出口量同比提升，行业 供需格局显著改善。在此背景下，行业头部企业牵头召开行业发展研 讨会，就有机硅产品达成动态定价机制与减产协议，推动行业盈利进 入修复周期。相关公司：合盛硅业、兴发集团相关公司。 [Table_StockName基Rpt础Typ化e] 工 行业周报 美国将磷列为国防关键物资，原油、TDI、染料等价格上涨 行业评级： 增持 报告日期： 2026-03-02 [T行ab业le_周Su观m点mary] 公司价格与沪深 300 走势比较 本周（2026/02/23-2026/02/27）化工板块整体涨跌幅表现排名 第 3 位，涨跌幅为 7.15% ...

中巨芯(688549.SH)发布2025年度业绩快报，报告期内，公司实现营业总收入12.11亿元，同比增长 17.67%；实现归属于母公司所有者的净利润-1,717.60万元。实现归属于母公司所有者的扣除非经常性损 益后的净利润-3,394.39万元。 公司于2018年4月收购浙江凯圣氟化学有限公司(以下简称"凯圣氟化学")和浙江博瑞电子科技有限公司 100%股权，产生的商誉分别为5,710.66万元和735.42万元。报告期内，受市场环境、行业竞争加剧等因 素影响，公司全资子公司凯圣氟化学经营业绩不及预期，公司结合未来经营情况的判断，对凯圣氟化学 计提了约3,700万元的商誉减值准备。 ...

公司于2018年4月收购浙江凯圣氟化学有限公司（以下简称"凯圣氟化学"）和浙江博瑞电子科技有限公 司100%股权，产生的商誉分别为5,710.66万元和735.42万元。报告期内，受市场环境、行业竞争加剧等 因素影响，公司全资子公司凯圣氟化学经营业绩不及预期，公司结合未来经营情况的判断，对凯圣氟化 学计提了约3,700万元的商誉减值准备。 智通财经APP讯，中巨芯(688549.SH)发布2025年度业绩快报，报告期内，公司实现营业总收入12.11亿 元，同比增长17.67%；实现归属于母公司所有者的净利润-1,717.60万元。实现归属于母公司所有者的扣 除非经常性损益后的净利润-3,394.39万元。 ...

证券日报网讯2月26日，中巨芯发布2025年度业绩快报公告称，公司2025年实现营业总收入121138.73万 元，同比增长17.67%。 ...

格隆汇2月26日丨中巨芯(688549.SH)公布2025年度业绩快报，报告期内，公司实现营业总收入12.11亿 元，同比增长17.67%；实现归属于母公司所有者的净利润-1,717.60万元，同比下降271.50%；实现归属 于母公司所有者的扣除非经常性损益后的净利润-3,394.39万元。 公司于2018年4月收购浙江凯圣氟化学有限公司（以下简称"凯圣氟化学"）和浙江博瑞电子科技有限公 司100%股权，产生的商誉分别为5,710.66万元和735.42万元。报告期内，受市场环境、行业竞争加剧等 因素影响，公司全资子公司凯圣氟化学经营业绩不及预期，公司结合未来经营情况的判断，对凯圣氟化 学计提了约3,700万元的商誉减值准备。 ...

证券代码：688549 证券简称：中巨芯 公告编号：2026-002 中巨芯科技股份有限公司 2025 年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以中巨芯科技股份有限公司（以下简称"公司"）2025 年年度报告 为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币 万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | --- | --- | --- | --- | | | | | （％） | | 营业总收入 | 121,138.73 | 102,950.45 | 17.67 | | 营业利润 | -2,478.72 | 1,411.11 | -275.66 | | 利润总额 | -2,616.08 | 1,476.34 | -277.20 | | 归属于母公司所有 者的净利润 | -1,717.60 | 1,001.52 | -271.50 | | 归属于母公司所有 者 ...

中巨芯公告，公司2025年实现营业总收入121,138.73万元，同比增长17.67%；实现归属于母公司所有者 的净利润-1,717.60万元，同比下降271.50%；实现归属于母公司所有者的扣除非经常性损益后的净利 润-3,394.39万元。报告期内，受市场环境、行业竞争加剧等因素影响，公司全资子公司凯圣氟化学经营 业绩不及预期，公司结合未来经营情况的判断，对凯圣氟化学计提了约3,700万元的商誉减值准备。 ...

Investment Rating - The industry investment rating is upgraded to "Overweight" [3] Core Insights - The chemical industry is expected to experience a recovery driven by both cyclical and growth factors, with a focus on organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [7] - The organic silicon industry is entering a recovery phase, with new applications becoming the core growth driver. From 2019 to 2024, domestic DMC capacity expanded rapidly, leading to temporary oversupply and declining prices. However, with no new capacity expected in 2025 and increasing demand from sectors like new energy vehicles and photovoltaics, the supply-demand balance is improving [7] - The PTA and polyester filament industries are approaching a turning point, with the expansion cycle nearing its end. The demand side is expected to continue growing, supported by easing trade tensions and improved external demand [7] - The introduction of quota policies is expected to lead refrigerants into a high prosperity cycle, with supply constraints and stable demand growth from markets like heat pumps and cold chain logistics [9] - The synthetic biology sector is poised for explosive growth, driven by the transition to low-energy products and breakthroughs in non-grain bio-based materials [9] - OLED technology is accelerating its penetration into various display sizes, supported by policy measures aimed at fostering the new display industry [10] - The demand for high-frequency and low-loss electronic resins is increasing due to the rise of AI infrastructure, with AI server shipments expected to grow significantly [11] - The electronic chemicals sector is benefiting from the expansion of wafer production capacity, with increasing demand for key materials like photoresists and packaging materials [12] Summary by Sections Industry Performance - The chemical sector's overall performance ranked 14th with a weekly change of 0.78%, outperforming the Shanghai Composite Index by 0.38 percentage points [6][21] - Key stocks such as Honghe Technology and Zhongcai Technology saw significant price increases due to rising demand in AI servers and high-speed network equipment [6] Supply-Side Tracking - A total of 155 companies in the chemical industry had their production capacities affected, with 4 new repairs and 7 restarts reported [14] Key Industry Dynamics - BlueStar announced the acquisition of Elkem's core organic silicon assets, marking a strategic move to enhance its position in the global organic silicon industry [34] - The first biofuel blending policy in China was approved, allowing for local blending and reducing reliance on imports [34]

Core Viewpoint - The company Zhongjuxin has established a stable supply of its products to multiple domestic and international integrated circuit manufacturing enterprises, gaining recognition from mainstream customers for its product quality and consistent supply capability [2] Group 1: Product Development and Innovation - The company has continuously innovated its technology in response to market demands for electronic chemical materials, leading to a gradual combination, series, and high-end development of its products [2] - Electronic-grade hydrofluoric acid has been recognized by the Zhejiang Provincial Economic and Information Technology Department as having "internationally advanced technical levels and breaking international monopolies" [2] Group 2: Product Recognition and Market Position - Six products, including electronic-grade sulfuric acid, electronic-grade nitric acid, electronic-grade ammonia water, slow-release oxide etching liquid, high-purity chlorine gas, and high-purity hydrogen chloride gas, have been recognized as having "domestically leading technical levels, breaking international monopolies, achieving key area substitution, and being applied by well-known users" [2]