"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 润晶科技高度重视产品研发及技术储备，目前拥有制备电子级四甲基氢氧化铵、电子级四乙基 氢氧化铵等的方法与专利技术，产品已广泛应用于液晶面板、集成电路、太阳能电池等领域， 已获批专利94项。 润晶科技已 与多家面板及半导体企业客户实现业务或技术绑定，为 三星、京东方、华星光 电、惠科、台积电、长鑫存储等 提供电子化学品一站式解决方案。 润晶科技持续扩增产品种类，包括化学机械研磨 后 清洗液（ Post-CMP clean ）相关项目、 彩膜显影液与银刻蚀液等。润晶科技旗下共四家子公司，其中， 近年设立的合肥芯科电子材料 有限公司采用先进湿电子化学品生产工艺，布局高纯双氧水、氨水、异丙醇等半导体级产品， 已在全球领先的12寸晶圆厂开启产品导入工作。 2024 年 4 月收购住友化学电子化学品的两家中国工厂（重庆、合肥），通过本次收购，将继 承住友化学集团的技术优势和业务体系，快速形成蚀刻液、 剥离液、CF 显影液的产品组合， 为客户提供多品种整 ...

7月8日，海科集团 宣布，其控股公司镇江润晶高纯化工科技股份有限公司（以下简称"润晶科 技"）成功完成总额为人民币3.5亿元的新一轮融资。 本次融资由海科集团战略投资部主导，半导体产业投资方昆桥资本、国投旗下国投创合基金管理有 限公司、上汽集团旗下私募股权投资平台尚颀资本、福建省产业股权投资有限公司等多家战略投资 方共同注资完成。 资料显示，润晶科技专注为半导体、显示面板等高端制造业提供高纯度湿电子化学品的研发、生 产、销售及服务，为三星、京东方、TCL华星光电、惠科、台积电、长鑫存储等全球头部企业提供 电子化学品一站式解决方案，是该领域的核心材料供应商。 图片来源：润晶科技 值得一提的是，为进一步加强自身实力，润晶科技于2024年收购了住友化学旗下的2家子公司 ——住化电子材料科技（合肥）有限公司、住化电子材料科技（重庆）有限公司。 润晶科技表示，通过该次收购，公司可继承住友化学集团的技术优势和业务体系，快速实现扩大产 品组合（如蚀刻液、剥离液、CF显影液），为客户提供多品种整体供应解决方案，从而提高润晶 科技在中国湿电子化学市场竞争力。同时，重庆和合肥区域布局可以实现本地客户快速响应。（集 邦Displa ...

A股电子化学品概念早盘震荡走高，广信材料涨超14%，华特电气、宏昌电子、强力新材、飞凯材料等 个股跟涨；消息面上，海峡两岸(宜昌)电子化学品产业合作对接会日前举办，总投资62.57亿元的18个项 目集中签约。 ...

Core Insights - Xiaomi's YU7 has achieved remarkable order numbers, surpassing previous records set by both Xiaomi's SU7 and Tesla's Model 3, indicating strong market demand and consumer interest [1][4] - The overwhelming response to YU7 has prompted competitors to target its potential customers, reflecting a competitive and reactive market environment [2][5] - Concerns regarding long delivery times for YU7 have emerged, with consumers expressing anxiety over potential tax implications and order fulfillment issues [5][9] Group 1: Order Performance - YU7 secured over 240,000 orders within 18 hours of launch, breaking previous records [1] - In the first three minutes, YU7 received 200,000 orders, and by one hour, this number rose to 289,000 [4] - The order volume indicates a significant shift in consumer purchasing behavior and market dynamics [9] Group 2: Market Reactions - Competitors have begun to implement targeted sales strategies against YU7, with some offering to cover deposit losses for customers who switch to other models [2][5] - The phenomenon of order reselling has emerged, with transfer fees ranging from 3,000 to 20,000 yuan based on delivery timelines [2] - The competitive landscape is intensifying as brands adapt their marketing tactics in response to YU7's success [2][5] Group 3: Consumer Concerns - Delivery timelines for YU7 are projected to be lengthy, with standard versions taking 57-60 weeks and Pro versions 50-53 weeks [5] - Consumers have raised complaints regarding the lack of clarity on delivery timelines and issues encountered during the ordering process [5][9] - The potential increase in purchase tax starting January 1, 2026, adds to consumer anxiety regarding timely delivery [5] Group 4: Industry Implications - The unprecedented order volume raises questions about production capacity, with initial estimates of 150,000 units per year potentially being exceeded [9] - The marketing strategies employed by Xiaomi reflect a shift in how automotive brands engage with consumers, blending internet thinking with traditional automotive practices [9][12] - The phenomenon of "fan culture" in automotive marketing is emerging, drawing parallels to trends seen in the smartphone industry [13]

Group 1 - The province has implemented a comprehensive electronic traceability management system for bulk food ingredients in schools, becoming the first in the country to do so [1][2] - As of the spring semester, over 3.023 million traceability records have been generated, with a school cafeteria system application rate of 51.88%, and 82.95% for primary and secondary schools [1] - The traceability management system aims to ensure the safety of food served to students by tracking the source, destination, and quality of food ingredients [1][2] Group 2 - The traceability management system includes four main entities: producers, purchasers, suppliers, and sellers of food products, as well as all school cafeterias and external catering units [2] - Key food products under traceability include vegetables, livestock, aquatic products, and pre-packaged foods like rice, flour, oil, and milk [2] - The system utilizes the "Food Safety Liaoning Code" throughout the procurement process in school cafeterias to ensure compliance and safety [2] Group 3 - All 48 agricultural wholesale markets in the province have adopted the "Food Safety Liaoning - Food Quality Safety Traceability System," achieving 100% electronic records for sellers and safety agreements [3] - The traceability system is supported by a mechanism that combines "certificates of conformity" with traceability to ensure comprehensive management [3] - Electronic documentation for food safety, including inspection reports and certificates, is being implemented to facilitate the traceability of food ingredients [3]

Core Points - The Shanghai Cooperation Organization (SCO) member states' transportation ministers held their 12th meeting in Tianjin, focusing on enhancing sustainable transportation cooperation [1] - A memorandum on "Silk Road Rest Stations" was signed to improve international road transport services for drivers, addressing the lack of necessary facilities [1] - The initiative aims to reduce driver fatigue and improve transportation efficiency while incorporating local cultural elements [1] Group 1 - The meeting emphasized the importance of regional connectivity and cooperation among SCO member states [1] - The "Silk Road Rest Stations" will provide essential services such as parking, hot meals, and rest facilities for international drivers [1] - The initiative reflects a humanitarian approach to support drivers' basic needs and enhance road safety [1] Group 2 - Representatives from countries including Pakistan, Mongolia, Belarus, Kyrgyzstan, and Tajikistan participated in the meeting [2] - Discussions included accelerating the construction of the International Transport Corridor across the Caspian Sea and enhancing the quality of the China-Europe Railway Express [2] - The meeting also focused on promoting multi-modal transport corridors and the electronicization of international road transport permits [2]

Core Viewpoint - Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. plans to issue shares to specific investors to raise funds for its projects, particularly focusing on the production of electronic photosensitive materials and related products. Group 1: Company Overview - The company was established on May 12, 2006, and listed on August 30, 2016, with a registered capital of 200,395,122 RMB [13]. - The company specializes in the research, development, and production of photosensitive materials, including anti-corrosion inks and UV-curable coatings for printed circuit boards [13]. - The company's headquarters is located in Jiangyin City, Jiangsu Province, China [13]. Group 2: Fundraising Details - The company plans to raise a maximum of 300 million RMB through the issuance of shares, which will not exceed 20% of its net assets as of the end of the previous year [2]. - The funds raised will be allocated to a project with a total investment of 525.38 million RMB, specifically for the annual production of 50,000 tons of electronic photosensitive materials [2][3]. - The issuance price is set at 18.13 RMB per share, based on the average trading price of the company's shares over the 20 trading days prior to the pricing date [2]. Group 3: Financial Performance - In 2024, the company reported a revenue of 518.23 million RMB but incurred a net loss of 32.07 million RMB, primarily due to a decline in sales of photovoltaic glue products [3][4]. - The company recognized significant impairment losses, including 29.91 million RMB for goodwill and 13.44 million RMB for accounts receivable [3]. Group 4: Industry Context - The company operates within the electronic chemical materials sector, which is characterized by market-driven competition and significant government oversight [15]. - Recent policies from various government departments have encouraged the development of electronic chemical products, particularly in the context of energy transition and environmental sustainability [15]. Group 5: Risks and Challenges - The company faces risks related to the potential underperformance of its new projects, including the possibility of negative net profits in the first two years post-launch due to high depreciation costs [4][5]. - There are uncertainties regarding the successful development and market acceptance of new products, particularly in the field of photolithography materials [5][6]. - Environmental regulations may impact production capabilities, especially if the company is required to relocate or reduce output due to compliance issues [8].

Core Viewpoint - The performance of Luochang Technology (002813) has continued to decline despite being under the control of Zhonglian Heavy Industry (000157) for over three years, leading the company to plan the sale of its wholly-owned subsidiary, Nanyang Changfeng New Materials Technology Co., Ltd. [1][5][12] Company Performance - Luochang Technology has reported consecutive net losses, with net profits of approximately 79.19 million, 5.24 million, 3.29 million, -27.43 million, and -55.41 million from 2020 to 2024 [12] - In the first quarter of 2025, the company achieved revenue of approximately 75.31 million, a year-on-year increase of 25.47%, but the net profit was approximately -19.96 million, a year-on-year decrease of 26.47% [12] Subsidiary Sale - The company announced on June 14 that it plans to transfer 100% of its stake in Nanyang Changfeng to Longcheng Capital for approximately 60.28 million [1][5][8] - Nanyang Changfeng has failed to meet performance commitments made during the control transfer, with net profits of approximately 25.00 million, 22.14 million, and 17.96 million from 2022 to 2024, falling short of the promised 25 million per year [7][8] Related Transactions - Luochang Technology has maintained significant related party transactions with Longcheng Group and its subsidiaries, with transaction amounts of approximately 125 million, 78.74 million, and 54.45 million from 2022 to 2024 [11] - On the same day as the subsidiary sale announcement, the company disclosed additional expected related party transactions with Longcheng Group, totaling up to 15 million [10] Industry Outlook - The automotive electronics industry is experiencing rapid growth, driven by continuous technological innovation and increasing demand for smart and electronic features in vehicles [13][14]

Core Viewpoint - The chemical industry is experiencing a structural optimization and upgrade driven by global capacity restructuring and domestic policies, leading to a recovery in demand and a new upward cycle, with significant stock price increases in the basic chemical sector, particularly for companies like United Chemical [1] Group 1: Company Performance - United Chemical achieved a revenue of 53.46 million yuan in 2024, a year-on-year increase of 24.80%, and a net profit of 5.64 million yuan, up 66.81% [2] - In Q1 2025, the company reported a revenue of 13.00 million yuan, a slight increase of 0.52%, and a net profit of 1.65 million yuan, up 17.97% [2] - The company specializes in the R&D, production, and sales of azo organic pigments and water-based inks, with applications in various industries including printing, packaging, and cosmetics [2] Group 2: R&D and Innovation - United Chemical's R&D investment grew by 27.16% in 2024, with R&D expenses accounting for 4.53% of revenue [3] - The company aims to enhance its core technology and innovation through independent R&D, focusing on developing high-performance, environmentally friendly pigment products [3] - The company holds 12 invention patents and 19 utility model patents, participating in the formulation of 48 national and industry standards [2][3] Group 3: Strategic Expansion - United Chemical is expanding into the electronic chemicals sector, leveraging its experience in fine chemical synthesis and surface treatment [4] - In May 2025, the company established a joint venture, Qichen Semiconductor, to develop and produce various semiconductor materials, including photolithography monomers and electronic-grade solvents [4] - The initial production capacity for the photolithography monomer project is designed at 200 tons per year, with plans for future expansion based on market demand [4][5]

"刷脸即可开办企业，这也太便利了！"近日，香港投资人张先生几乎"足不出户"就完成了港澳自然人投 资者登记，他对中山跨境通办业务赞不绝口。为进一步优化营商环境，中山创新推动港澳自然人投资者 登记注册全程电子化进程，成功实现港澳自然人投资者企业开办、证照联办全流程"零跑动""无纸化"跨 境通办，为粤港澳大湾区经济合作与发展注入新活力。 在签名环节，投资者在移动端即可完成安全、便捷的电子签名，无需再为纸质文档和面对面的签字过程 奔波。同时，相关签名信息集中保存在业务电子文书中，严格满足电子归档要求，真正实现企业开办、 证照联办全流程无纸化，为港澳投资者节省了大量时间和成本。 在企业开办、证照联办的填报环节，港澳自然人投资者通过广东政务服务网进入"企业开办一网通办 （中山）专区""中山市'一照通行'服务专区"，仅需刷脸认证即可轻松登录系统。同时，系统能够自动填 充港澳居民来往内地通行证相关信息，免去繁琐的信息填写过程，让投资者享受"一键登录、信息自 填"的便捷体验。 截至今年5月底，中山共办理港澳自然人投资者设立登记业务1873笔，为大湾区其他城市提供了可借鉴 的经验。 此外，依托"企业开办一网通办（中山）专区"，中 ...