Core Viewpoint - Tongcheng New Materials experienced a stock price decline of 2.02% on December 19, with a current price of 44.66 yuan per share and a total market capitalization of 27.515 billion yuan [1] Financial Performance - For the period from January to September 2025, Tongcheng New Materials reported a revenue of 2.523 billion yuan, representing a year-on-year growth of 4.06%, and a net profit attributable to shareholders of 494 million yuan, which is a 12.65% increase compared to the previous year [2] - The company has distributed a total of 1.493 billion yuan in dividends since its A-share listing, with 847 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Tongcheng New Materials reached 60,200, an increase of 27.61% from the previous period, while the average circulating shares per person decreased by 21.42% to 9,914 shares [2] - The top ten circulating shareholders include new entrants such as Penghua CSI Sub-Segment Chemical Industry Theme ETF and Guotai CSI Semiconductor Materials and Equipment Theme ETF, indicating a shift in institutional holdings [3] Stock Performance - Year-to-date, the stock price of Tongcheng New Materials has increased by 29.55%, with a recent decline of 4.27% over the last five trading days, a 4.18% increase over the last 20 days, and a 25.38% increase over the last 60 days [1] Business Overview - Tongcheng New Materials, established on June 4, 2008, and listed on June 27, 2018, is primarily engaged in the research, production, sales, and related trade of fine chemical materials, with its main revenue sources being rubber additives (70.06%), electronic materials (26.69%), and fully biodegradable materials (3.25%) [1] - The company operates within the basic chemical industry, specifically in rubber additives, and is associated with sectors such as photoresists, tires, OLEDs, semiconductors, and heavily invested funds [1]

格隆汇12月18日｜艾森股份(688720.SH)披露投资者关系活动记录表，受益于行业需求的持续增长和公 司市场份额的稳步提升，公司在手订单充足，产能利用率保持中高位运行。目前，公司正性PSPI光刻胶 已在部分客户实现小批量交付，并同步推进多家头部晶圆厂的验证工作。此外公司超高感度PSPI和低温 固化负性PSPI等产品也处于客户端验证阶段，以适配不同技术需求。 ...

12月18日，晶瑞电材盘中下跌2.01%，截至13:39，报17.03元/股，成交8.89亿元，换手率4.80%，总市值 182.73亿元。 资金流向方面，主力资金净流出8177.40万元，特大单买入3375.29万元，占比3.80%，卖出5479.68万 元，占比6.17%；大单买入1.94亿元，占比21.83%，卖出2.55亿元，占比28.66%。 晶瑞电材今年以来股价涨83.02%，近5个交易日涨2.96%，近20日涨9.73%，近60日涨27.28%。 资料显示，晶瑞电子材料股份有限公司位于江苏省苏州市吴中区善丰路168号，成立日期2001年11月29 日，上市日期2017年5月23日，公司主营业务涉及高纯化学品、光刻胶及配套材料、功能配方材料、锂 电池材料、医药中间体材料、预电子级材料和其他产品等,广泛应用于半导体、新能源等行业。主营业 务收入构成为：高纯化学品58.69%，光刻胶13.79%，锂电池材料13.68%，工业化学品9.61%，能源 4.01%，其他0.23%。 （159845）位居第九大流通股东，持股460.64万股，相比上期减少6300.00股。香港中央结算有限公司退 出十大流通股东 ...

容大感光今年以来股价涨7.94%，近5个交易日跌0.88%，近20日涨14.32%，近60日涨6.29%。 资料显示，深圳市容大感光科技股份有限公司位于广东省深圳市宝安区福海街道新田社区新田大道71-5 号301(1-3层)，成立日期1996年6月25日，上市日期2016年12月20日，公司主营业务涉及PCB光刻胶、显 示用光刻胶、半导体用光刻胶、特种油墨等电子化学品的研发、生产和销售。主营业务收入构成为： PCB光刻胶99.86%，其他(补充)0.14%。 容大感光所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：光刻机、送转填 权、5G、光刻胶、柔性电子等。 12月18日，容大感光盘中下跌2.01%，截至11:03，报40.56元/股，成交4.50亿元，换手率4.71%，总市值 148.60亿元。 机构持仓方面，截止2025年9月30日，容大感光十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股317.01万股，相比上期增加156.74万股。南方中证1000ETF（512100）退出十大流通股东 之列。 资金流向方面，主力资金净流出4762.41万元，特大单买入1262.74 ...

航天智造所属申万行业为：汽车-汽车零部件-车身附件及饰件。所属概念板块包括：航天军工、海洋经 济、专精特新、无人驾驶、光刻胶等。 截至9月30日，航天智造股东户数4.05万，较上期减少4.69%；人均流通股9212股，较上期增加4.92%。 2025年1月-9月，航天智造实现营业收入67.07亿元，同比增长22.01%；归母净利润6.51亿元，同比增长 21.43%。 分红方面，航天智造A股上市后累计派现4.86亿元。近三年，累计派现3.21亿元。 机构持仓方面，截止2025年9月30日，航天智造十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股553.45万股，相比上期增加48.49万股。南方中证1000ETF（512100）位居第九大流通股 东，持股308.97万股，相比上期减少2.52万股。华夏中证1000ETF（159845）位居第十大流通股东，持 股183.81万股，相比上期减少1000.00股。 责任编辑：小浪快报 12月18日，航天智造盘中上涨2.05%，截至10:26，报22.40元/股，成交3.91亿元，换手率4.75%，总市值 189.37亿元。 资金流向方面，主力资金净流入9 ...

12月17日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在商业航天、光刻 胶等方面最新情况： 特发信息：公司暂无商业航天相关的订单或产品 能科科技：与蓝箭航天自2021年开始有业务合作，累计订单额数千万 上大股份：已取得蓝箭航天、九州云箭等资质认证 并长期稳定批产供货 兴民智通：通信域控制器目前已在L3、L4无人驾驶汽车Robotaxi、无人物流车上配套 四维图新：公司和长安及北汽蓝谷在智能座舱、车规级芯片、智能驾驶方面均有合作 浙江世宝：公司智能转向等产品均适用于L3及以上自动驾驶 三花智控：母公司三花控股集团公司目前未持有宇树科技股份 光启技术：乐山无人机基地预计明年一季度投产 伯特利：预计明年上半年EMB陆续实现量产 联得装备：在半导体封测设备等领域已形成销售订单并在逐步放量 赣锋锂业：储能电芯产能目前处于满产状态 中来股份：公司目前量产出货TOPCon高效电池 【智能驾驶】 【其他】 (本文来自第一财经) 【光刻胶】 八亿时空：与多家头部光刻胶厂家有合作 【商业航天】 ...

Smart Driving - Changan Automobile expects to conduct L3 autonomous driving pilot applications with its subsidiary, Changan Car Networking Technology, in the first quarter of 2026, with plans to expand L3 capabilities to models priced at 150,000 yuan [1] - Ultrasonic Electronics has printed circuit board products that are utilized in the autonomous and smart driving sectors [1] Photoresist - Qicai Chemical's subsidiary has achieved mass production and external sales of a 600 tons/year high-performance photoresist series product [1] - Yake Technology is currently validating some of its photoresist products with customers [1] Aerospace - Sanwei Tiandi has important clients in the aerospace sector, including China Aerospace Science and Technology Corporation [1] - Huashu High-Tech's 3D printing equipment is widely used in the aerospace field [1] Robotics - Ningbo Huaxiang officially began production of the Zhiyuan Expedition series robots on July 1 [1] - Duolun Technology holds a 1.57% stake in Zhongqing Robotics through the Xingxin Fund [1] Communication - Zhongbei Communication currently operates a computing power scale exceeding 17,000 P [1] - ZTE is deeply involved in the global 6G standardization process [1] - Jinbei Electric has some products indirectly supplied to relevant nuclear fusion research institutions for preliminary research [1] - Shengyang Technology's subsidiary FTA has signed a cooperation agreement for a South American project with the world's largest satellite company [1] - Suoao Sensor has achieved large-scale pre-installation supply of MEMS pressure sensors for the automotive sector [1] - Tian'ao Electronics currently has a low revenue proportion from products related to low-orbit satellites [1] - Boya Precision currently collaborates with Siemens mainly in supply chain cooperation [1] - Wanma Technology has not yet reached a cooperation agreement with Huawei [1]

前言 ①太空算力+商业航天，产品是太空算力的重要环节，核心模块应用于中国星网，并签订多款卫星互联网 合同，这家公司积极布局商业航天领域； ②光刻胶+存储芯片，布局两种光刻胶配套材料，细分产品填补 国内行业空白，为芯片高密度、高性能封装提供了关键支撑，这家公司产品包括存储芯片制造材料。 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ...

智通财经12月15日讯，今日59股涨停，34股炸板，封板率为63%，再升科技6连板，法尔胜、雪人集团、百大集团、中超控股、广西广电、华菱线缆3连板， 雷科防务16天8板，航天机电12天7板，太阳电缆10天6板，北交所科强股份、泓禧科技30cm首板。市场震荡调整，沪指盘中翻红后再度回落，创业板指低开 低走。沪深两市成交额1.77万亿，较上一个交易日缩量3188亿。盘面上，市场热点快速轮动，全市场超2900只个股下跌。板块方面，乳业、保险、零售、贵 金属等板块涨幅居前，CPO、影视院线、半导体等板块跌幅居前。截至收盘，沪指跌0.55%，深成指跌1.1%，创业板指跌1.77%。 人气及连板股分析 连板晋级率升至53.85%，除去全天巨量分歧实现晋级6连板的再升科技外，其余连板股高度仅有3板。不过高位人气股整体表现仍有所回暖，目前尚处于监 管期的平潭发展尾盘拉升逼近涨停续创阶段新高，带动福建板块展开强修复，龙洲股份尾盘触及涨停，此前几乎走出3连跌停的海欣食品也止跌企稳展开修 复。不过随着美股科技股调整，容量抱团方向也从高位的算力产业链向金融股等红利方向切换，中国平安收涨近5%，盘中创出2021年4月以来新高。虽然北 ...

Core Viewpoint - Dinglong Technology (603004) is currently not involved in the field of photoresist materials, focusing instead on the production of dyeing agents, specialty engineering material monomers, and agricultural protection materials [1] Group 1: Company Overview - The company primarily produces dyeing agents, specialty engineering material monomers, and agricultural protection materials [1] - Within specialty engineering material monomers, the company is actively cultivating photosensitive polyimide (PSPI) monomers, which have not yet been industrialized [1] Group 2: Product Development - Photosensitive polyimide (PSPI) monomers are core raw materials for synthesizing photosensitive polyimide materials [1] - The application fields of PSPI monomers include high-end manufacturing areas such as semiconductors, flexible displays, and micro-electromechanical systems [1] - The company does not have specific information on whether its produced PSPI monomers will ultimately be applied in the photoresist field, as this depends on disclosures from downstream and end manufacturers [1]