"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 ...

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。 ...

股票简称：广信材料 股票代码：300537 江苏广信感光新材料股份有限公司 Jiangsu Kuangshun Photosensitivity New-Material Stock Co.,LTD. （住所：江苏省江阴市青阳镇工业集中区华澄路 18 号） 募集说明书 （注册稿） 保荐人（主承销商） （北京市朝阳区建国路 81 号华贸中心德意志银行大厦 22 层） 二零二五年六月 江苏广信感光新材料股份有限公司 募集说明书（注册稿） 发行人声明 不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应 的法律责任。 的公司信息披露内容与格式准则第 61 号——上市公司向特定对象发行证券募集 说明书和发行情况报告书》等要求编制。 由公司自行负责；因本次以简易程序向特定对象发行股票引致的投资风险，由投 资者自行负责。 明，任何与之不一致的声明均属不实陈述。 其他专业顾问。 象发行股票相关事项的实质性判断、确认、批准或注册同意，本募集说明书所述 本次以简易程序向特定对象发行股票相关事项的生效和完成尚待取得有关审批 机关的批准或注册同意。 江苏广信感光新材料股份有限公司 募集说明书（注册稿） 重大事项提 ...

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]

证券代码：301212 证券简称：联盛化学 浙江联盛化学股份有限公司 投资者关系活动记录表 编号：2025-003 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 方正证券杨宇禄 | | 人员姓名 | 东方财富梅宇鑫 | | | 汇丰晋信王家怡 | | 时间 | 2025 年 6 月 11 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 周正英、杨晓娟 | | 员姓名 | | | | 风险提示： | | | 本次调研涉及公司未来发展展望、预计及目标等均不构成 | | | 本公司的实质承诺，请投资者对此保持足够的风险认识，注意 | | 投资者关系活动 | 投资风险。 | | 主要内容介绍 | 问：请问如何看待今年半年度的业绩情况？如何展望下半年？ | | | 总体而言，今年化工行业较近两年有所回暖，公司第一季 | | | 度的经营情况有所改善，主要产品的市场需求同比也有所增 | | | ...

股票简称：广信材料 股票代码：300537 江苏广信感光新材料股份有限公司 Jiangsu Kuangshun Photosensitivity New-Material Stock Co.,LTD. （住所：江苏省江阴市青阳镇工业集中区华澄路 18 号） 募集说明书 （申报稿） 保荐人（主承销商） （北京市朝阳区建国路 81 号华贸中心德意志银行大厦 22 层） 二零二五年五月 江苏广信感光新材料股份有限公司 募集说明书（申报稿） 发行人声明 不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应 的法律责任。 的公司信息披露内容与格式准则第 61 号——上市公司向特定对象发行证券募集 说明书和发行情况报告书》等要求编制。 由公司自行负责；因本次以简易程序向特定对象发行股票引致的投资风险，由投 资者自行负责。 明，任何与之不一致的声明均属不实陈述。 其他专业顾问。 象发行股票相关事项的实质性判断、确认、批准或注册同意，本募集说明书所述 本次以简易程序向特定对象发行股票相关事项的生效和完成尚待取得有关审批 机关的批准或注册同意。 江苏广信感光新材料股份有限公司 募集说明书（申报稿） 重大事项提 ...

Core Viewpoint - The company, United Chemical, has announced significant stock price fluctuations and potential risks associated with its new joint venture, Qichen Semiconductor, which is still in the early stages of development and market entry [2][3]. Group 1: Stock Performance - As of May 23, United Chemical's stock price increased by 15.22%, closing at 124.15 yuan, marking a historical high [2]. - Over the past year, the company's stock price has surged by 394.82%, while the CSI 300 index has only risen by 6.60% during the same period [2]. - The stock has shown a significant deviation in price, with a 202.59% deviation over 27 consecutive trading days, indicating severe abnormal trading fluctuations [2]. Group 2: Valuation Comparison - The company's rolling price-to-earnings (P/E) ratio stands at 176.00, which is significantly higher than the industry average P/E ratio of 23.28 for the chemical raw materials and products manufacturing sector [3]. - This discrepancy raises concerns about the stock's valuation relative to its peers, prompting the company to advise investors to be cautious in their trading decisions [3]. Group 3: Joint Venture and Market Strategy - United Chemical has established a joint venture, Qichen Semiconductor, in collaboration with Shanghai Panwo Fine Chemical Co., Ltd. and Beijing Shanggu Lianheng Chemical Technology Co., Ltd., focusing on the development and production of various semiconductor-related chemicals [3][4]. - The company aims to leverage its experience in fine chemical synthesis and surface treatment to enter the electronic chemicals market, which is characterized by high technical barriers and significant profit margins [4]. - The initial production capacity for the project is designed to be 200 tons per year, with plans for increased R&D investment and technical personnel to enhance capabilities [4]. Group 4: Financial Performance - For the year 2024, United Chemical projects a revenue of 53,461.73 million yuan, reflecting a year-on-year growth of 24.8%, and a net profit attributable to shareholders of 5,643.21 million yuan, up 66.81% [4]. - In the first quarter of 2025, the company reported a revenue of 13,006.19 million yuan, a slight increase of 0.52%, but the net profit decreased by 17.97% to 1,654.22 million yuan [4].

Market Overview - A-shares maintained a volatile trend with major indices supported by sectors such as pharmaceuticals, chemicals, and automobiles. The Shenzhen index outperformed the Shanghai index, with the Shanghai Composite Index up 0.08%, Shenzhen Component Index up 0.50%, and ChiNext Index up 0.48% at midday [1] - Hong Kong stocks also saw gains, with the Hang Seng Index up 0.58% and the Hang Seng Tech Index up 0.61% at midday [1] Pharmaceutical Sector - The pharmaceutical sector experienced a surge following the strong debut of Hengrui Medicine on the Hong Kong stock market. Stocks such as Duorui Medicine and Haichen Pharmaceutical hit the 20% limit up, while several others rose over 10% [2][4] - Hengrui Medicine's IPO was priced at HKD 44.05 per share, raising approximately HKD 9.9 billion, marking the largest IPO in the Hong Kong pharmaceutical sector in the past five years. The company plans to allocate about 75% of the funds for R&D, 15% for building new facilities, and 10% for working capital [4] - The aging population is driving demand for healthcare, creating a favorable environment for pharmaceutical investments. The market for consumer healthcare products is expected to grow as the elderly population increases [4][5] Chemical Sector - The chemical sector has been active, with several stocks showing significant gains. Companies like United Chemical and Yanggu Huatai saw increases of over 12% [6] - United Chemical has seen its stock price increase over tenfold, focusing on organic pigments and electronic chemicals, which are in high demand due to their applications in high-tech industries [8] Automotive Sector - The automotive sector showed strong performance, with stocks like Demais hitting the 20% limit up and BYD rising over 4%, reaching a new historical high [9][14] - In May, the retail market for narrow passenger vehicles is estimated to be around 1.85 million units, a year-on-year increase of 8.5%. The penetration rate for new energy vehicles reached approximately 52.9% [13]

在医药、化工、汽车等多个板块提振下，A股市场主要股指今日维持震荡走势，深市股指表现强于沪市股指。 截至午间收盘，上证指数涨0.08%，深证成指涨0.50%，创业板指涨0.48%。 港股今日震荡走高，截至午间收盘，恒生指数涨0.58%，恒生科技指数涨0.61%。值得一提的是，在恒瑞医药上市大涨带动下，港股医药股普遍走高，昭衍新药、泰 格医药、绿叶制药等涨幅居前。 医药板块爆发 在恒瑞医药港股上市首日大涨的刺激下，A股医药板块爆发。截至午间收盘，多瑞医药20%涨停，海辰药业一度20%涨停，新天地、科源制药等上涨超10%，众生药 业、贝瑞基因、海森药业等多股涨停。 | 序号代码 | | 名称 | 现价 | 涨跌 | 涨跌幅, | | | --- | --- | --- | --- | --- | --- | --- | | 1 | 301075 | 多瑞医药 | 28.92 | 4.82 | 20.00% | | | 2 | 300584 | 海辰药川 | 35.13 | 5.83 | 19.90% | | | 3 | 301277 | 新天地 | 15.05 | 2.31 | 18.13% | | | ব | 3 ...

龙口联合化学股份有限公司 投资者关系活动记录表 2 龙口联合化学股份有限公司 投资者关系活动记录表 工合成、表面处理等经验，与部分电子化学品存在技术协同。公司可通 过技术迁移切入电子化学品细分领域，再逐步向更高端环节拓展，形成 公司新的利润增长点，为股东创造更大价值。 （二）启辰半导体新材料（盘锦）有限公司生产苯乙烯类 光刻胶单体总的规模有多大？利润率有多少？ 答：公司项目目前设计一期年产能 200 吨，后续根据市场需求适时 扩大生产规模并及时披露该项目的相关信息。电子化学品的毛利率受市 场供求关系、原材料价格水平、工艺水平等多种因素影响，届时公司将 会在相应定期报告中披露电子化学品的毛利率水平。 （三）公司有没有股权激励的计划？ 答：目前没有计划，如有相关计划，将及时履行公告义务。 证券代码：301209 证券简称：联合化学 2025-023 龙口联合化学股份有限公司 投资者关系活动记录表 | | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 | | | □其他（电话） | | ...