来源：新浪证券-红岸工作室 12月29日，汇成股份跌0.84%，成交额3.61亿元，换手率2.53%，总市值141.48亿元。 异动分析 存储芯片+先进封装+OLED+芯片概念+人民币贬值受益 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下存储芯片的爆 发式需求。 主力没有控盘，筹码分布非常分散，主力成交额2.56亿，占总成交额的8.59%。 技术面：筹码平均交易成本为16.35元 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 5、根据2024年年报，公司海外营收 ...

资料显示，上海飞凯材料科技股份有限公司位于上海市宝山区潘泾路2999号，成立日期2002年4月26 日，上市日期2014年10月9日，公司主营业务涉及高科技领域适用的紫外固化材料等新材料的研究、生 产和销售。主营业务收入构成为：屏幕显示材料52.32%，半导体材料24.51%，紫外固化材料22.78%， 其他(补充)0.40%。 飞凯材料所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：光刻胶、先进封 装、OLED、电子化学品、染料涂料等。 12月29日，飞凯材料（维权）盘中下跌2.02%，截至14:28，报22.75元/股，成交3.96亿元，换手率 3.06%，总市值128.98亿元。 资金流向方面，主力资金净流出6091.51万元，特大单买入2392.55万元，占比6.05%，卖出6758.13万 元，占比17.09%；大单买入8471.81万元，占比21.42%，卖出1.02亿元，占比25.78%。 飞凯材料今年以来股价涨45.32%，近5个交易日跌1.30%，近20日涨2.06%，近60日跌9.83%。 分红方面，飞凯材料A股上市后累计派现3.41亿元。近三年，累计派现1.59亿元。 ...

中京电子所属申万行业为：电子-元件-印制电路板。所属概念板块包括：OLED、MLED、柔性电子、 折叠屏、无人驾驶等。 截至9月30日，中京电子股东户数11.24万，较上期减少25.42%；人均流通股5189股，较上期增加 34.08%。2025年1月-9月，中京电子实现营业收入24.01亿元，同比增长15.75%；归母净利润2561.10万 元，同比增长127.34%。 分红方面，中京电子A股上市后累计派现3.29亿元。近三年，累计派现4900.95万元。 12月29日，中京电子盘中上涨2.04%，截至10:46，报12.03元/股，成交1.74亿元，换手率2.51%，总市值 73.70亿元。 资金流向方面，主力资金净流出1483.28万元，特大单买入0.00元，占比0.00%，卖出737.76万元，占比 4.25%；大单买入2784.57万元，占比16.02%，卖出3530.09万元，占比20.31%。 中京电子今年以来股价涨52.28%，近5个交易日涨0.59%，近20日涨3.35%，近60日涨0.42%。 今年以来中京电子已经14次登上龙虎榜，最近一次登上龙虎榜为7月10日，当日龙虎榜净买入-11.8 ...

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Group 1 - The core viewpoint of the article highlights that the basic chemical sector is expected to show significant growth, with a year-to-date increase of +41.4% as of December 26, 2025, ranking it fifth among all industries [3] - The basic chemical industry experienced a cyclical pattern in 2025, characterized by weak performance in the first half, a rebound driven by improved expectations in the middle, and active structural trends in the latter part of the year [3] - The performance of the basic chemical sector varied significantly across sub-industries, with lithium battery materials and phosphate chemicals benefiting from better-than-expected production and supply-demand improvements, leading to substantial price increases [3] Group 2 - The macroeconomic environment is gradually recovering, establishing a bottoming trend for the chemical industry, with downstream companies in a replenishment phase, which is expected to improve profitability [4] - The agricultural chemicals sector performed relatively well, with high prices for phosphate and potash fertilizers, while the pesticide industry is entering an initial recovery phase [4] - The lithium battery materials sector is seeing a significant recovery in profitability due to strong terminal demand and orderly expansion by leading companies [4] Group 3 - Emerging application areas such as AI, OLED, and robotics are becoming new growth engines for the basic chemical industry, driving strong demand for new materials [5] - The semiconductor industry is expanding due to increased AI computing power and data center construction, which in turn boosts demand for key materials like photoresists and electronic chemicals [5] - The rapid development of the humanoid robot industry is creating new demand for high-performance materials, with specific materials like PEEK and MXD6 showing high application potential due to their lightweight and high-strength characteristics [5]

12月26日，中京电子盘中下跌2.08%，截至11:17，报11.77元/股，成交2.09亿元，换手率3.01%，总市值 72.11亿元。 资金流向方面，主力资金净流出1636.87万元，特大单买入118.80万元，占比0.57%，卖出656.77万元， 占比3.15%；大单买入2632.30万元，占比12.62%，卖出3731.20万元，占比17.89%。 中京电子今年以来股价涨48.99%，近5个交易日涨2.26%，近20日涨4.62%，近60日跌4.77%。 今年以来中京电子已经14次登上龙虎榜，最近一次登上龙虎榜为7月10日，当日龙虎榜净买入-11.89万 元；买入总计1.87亿元 ，占总成交额比7.93%；卖出总计1.87亿元 ，占总成交额比7.94%。 分红方面，中京电子A股上市后累计派现3.29亿元。近三年，累计派现4900.95万元。 机构持仓方面，截止2025年9月30日，中京电子十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股874.04万股，相比上期增加556.77万股。 责任编辑：小浪快报 资料显示，惠州中京电子科技股份有限公司位于广东省惠州市仲恺高新区陈江街道东升南路6 ...

Company Overview - Company name: Shenzhen Rongda Photonics Technology Co., Ltd. - Established on June 25, 1996, and listed on December 20, 2016 - Main business involves R&D, production, and sales of electronic chemicals including PCB photoresists, display photoresists, semiconductor photoresists, and specialty inks - Revenue composition: PCB photoresists account for 99.86%, while others contribute 0.14% [1] Stock Performance - As of December 26, the stock price decreased by 2.08% to 40.46 CNY per share - Year-to-date stock price increase of 7.68%, with a 3.64% increase over the last 5 trading days, 16.33% over the last 20 days, and 0.80% over the last 60 days - Total market capitalization stands at 14.823 billion CNY [1] Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 783 million CNY, representing a year-on-year growth of 14.02% - Net profit attributable to shareholders was approximately 98.91 million CNY, showing a year-on-year decrease of 6.02% [2] Shareholder Information - As of December 19, the number of shareholders decreased by 6.52% to 56,100 - Average circulating shares per person increased by 6.98% to 4,148 shares [2] Dividend Distribution - Cumulative cash distribution since the A-share listing amounts to 118 million CNY - Over the past three years, cumulative cash distribution reached 56.61 million CNY [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder with 3.1701 million shares, an increase of 1.5674 million shares from the previous period - Southern CSI 1000 ETF (512100) has exited the list of the top ten circulating shareholders [3]

Group 1 - The core viewpoint of the news is that 快克智能 (Quick Intelligent) has experienced significant stock price fluctuations and growth in 2023, with a notable increase in both revenue and net profit [2][3] - As of December 26, 快克智能's stock price decreased by 2.00% to 37.65 CNY per share, with a total market capitalization of 9.55 billion CNY [1] - The company has seen a year-to-date stock price increase of 68.29%, with a 23.44% rise in the last five trading days [2] Group 2 - 快克智能's main business involves providing intelligent equipment solutions for precision electronic assembly, micro-assembly, and semiconductor packaging testing, with revenue composition primarily from precision welding assembly equipment (73.86%) [2] - As of September 30, 2025, 快克智能 reported a revenue of 808 million CNY, representing a year-on-year growth of 18.30%, and a net profit of 198 million CNY, up 21.83% [2] - The company has distributed a total of 1.095 billion CNY in dividends since its A-share listing, with 560 million CNY distributed in the last three years [3]

Group 1 - The core viewpoint of the news is that Jingrui Electric Materials Co., Ltd. has experienced significant stock price growth and strong financial performance, with a notable increase in revenue and net profit year-on-year [1][2]. - As of December 25, the stock price of Jingrui Electric Materials is 17.14 yuan per share, with a market capitalization of 18.391 billion yuan and a year-to-date stock price increase of 84.20% [1]. - The company's main business revenue composition includes high-purity chemicals (58.69%), photoresists (13.79%), lithium battery materials (13.68%), industrial chemicals (9.61%), energy (4.01%), and others (0.23%) [1]. Group 2 - For the period from January to September 2025, Jingrui Electric Materials achieved an operating income of 1.187 billion yuan, representing a year-on-year growth of 11.92%, and a net profit attributable to shareholders of 128 million yuan, reflecting a staggering year-on-year increase of 19,202.65% [2]. - The company has distributed a total of 248 million yuan in dividends since its A-share listing, with 117 million yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders of Jingrui Electric Materials increased by 19.81% to 111,400, while the average circulating shares per person decreased by 10.67% to 9,585 shares [2].

12月25日，联创电子盘中下跌2.50%，截至09:35，报11.30元/股，成交4.91亿元，换手率4.08%，总市值 119.26亿元。 资金流向方面，主力资金净流出1.42亿元，特大单买入2328.58万元，占比4.74%，卖出1.34亿元，占比 27.22%；大单买入1.06亿元，占比21.54%，卖出1.38亿元，占比28.04%。 联创电子所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：激光雷达、光学、MR混 合现实、无人驾驶、OLED等。 截至12月10日，联创电子股东户数10.97万，较上期减少7.08%；人均流通股9599股，较上期增加 7.62%。2025年1月-9月，联创电子实现营业收入64.89亿元，同比减少16.20%；归母净利润5092.02万 元，同比增长210.26%。 分红方面，联创电子A股上市后累计派现2.74亿元。近三年，累计派现966.23万元。 机构持仓方面，截止2025年9月30日，联创电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2357.66万股，相比上期增加562.68万股。南方中证1000ETF（512100）位居第四大流通 ...