证券日报网讯澄星股份（600078）11月26日在互动平台回答投资者提问时表示，黄磷作为传统的基础化 工产品，其高端应用已切入半导体和新能源等前沿领域。公司重视固态电池和光刻胶等战略性新兴产业 带来的发展机遇，将持续关注行业动态。 ...

11月25日，晶瑞电材盘中上涨2.03%，截至10:45，报16.06元/股，成交7.72亿元，换手率4.58%，总市值 172.32亿元。 责任编辑：小浪快报 截至9月30日，晶瑞电材股东户数11.14万，较上期增加19.81%；人均流通股9585股，较上期减少 10.67%。2025年1月-9月，晶瑞电材实现营业收入11.87亿元，同比增长11.92%；归母净利润1.28亿元， 同比增长19202.65%。 分红方面，晶瑞电材A股上市后累计派现2.48亿元。近三年，累计派现1.17亿元。 机构持仓方面，截止2025年9月30日，晶瑞电材十大流通股东中，国泰中证半导体材料设备主题ETF （159516）位居第五大流通股东，持股880.61万股，相比上期增加493.62万股。南方中证1000ETF （512100）位居第七大流通股东，持股775.54万股，相比上期减少6.78万股。华夏中证1000ETF （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 出十大流通股东之列。 晶瑞电材今年以来股价涨72.60%，近5个交易日涨5.24%，近20日跌1 ...

Core Viewpoint - New Lai Ying Material Co., Ltd. has shown significant stock performance with a year-to-date increase of 106.22%, despite recent fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of November 25, New Lai Ying's stock price rose by 2.14% to 55.74 CNY per share, with a trading volume of 299 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 22.731 billion CNY [1]. - The stock has experienced a 4.19% increase over the last five trading days, a 9.06% decrease over the last 20 days, and a 42.16% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard five times this year, with the most recent instance on October 14, where it recorded a net buy of -285 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, New Lai Ying reported a revenue of 2.255 billion CNY, reflecting a year-on-year growth of 4.31%, while the net profit attributable to shareholders decreased by 26.66% to 145 million CNY [2]. - The company has distributed a total of 185 million CNY in dividends since its A-share listing, with 85.065 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 56,400, with an average of 5,098 shares held per person, a decrease of 4.09% from the previous period [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 7.3725 million shares, an increase of 5.5328 million shares from the previous period [3].

光刻胶板块国风新材4连板，3D打印概念股长江材料2连板。一图速览今日连板股>> A11.24 载 | 元 | V | 股票名称 | 连板天数 | 所属概念 | | --- | --- | --- | | 三思名出 | 7 | 赤殖V | | 国风新材 | 4 | 光刻胶 | | *ST苏吴 | 4 | 创新药 | | 梦天家居 | 4 | 家居 | | 实达集团 | 3 | 智算中心 | | *ST万方 | 2 | 车工 | | 特发信息 | 2 | 光通信 | | 欢瑞世纪 | 2 | 短剧游戏 | | 长江材料 | 2 | 3D打印 | | 新华都 | 2 | 跨境电商 | | 久其软件 | 2 | 软件开发 | | 世联行 | 2 | 房地产 | | 北新路桥 | 2 | 基建 | | 南方路机 | 2 | 工程机械 | | 品高股份 | 2 | 云计算 | 11月24日，Wind数据显示，A股市场共计79只个股涨停。其中养殖业板块中水渔业收获7连板，光刻胶 板块国风新材4连板，3D打印概念股长江材料2连板。一图速览今日连板股>> ...

南方财经11月24日电，光刻胶概念盘初走强，国风新材涨停，康达新材、高盟新材、华融化学、晶瑞电 材、格林达、东材科技等跟涨。 ...

联合化学作为国内有机颜料龙头企业，是全球油墨行业巨头DIC 株式会社在中国最大的供应商及战略合 作伙伴。基于行业趋势和技术协同的战略升级，公司设立合资公司启辰半导体进军半导体光刻胶材料领 域，通过战略投资方式入股卓光芮把握国内精密光学行业和半导体投影式曝光机行业的良好发展机遇。 在有机颜料领域，联合化学持续深耕新技术开发与应用，加大研发投入，加速产品升级迭代，以更好地 满足市场需求。公司持续加码环保型高性能颜料研发，耐候等级达7 级，高端产品占比从20%提升至 40%，并通过"零排放"生产线降低能耗20%。随着环保型无粉尘颜料等新品放量，推动颜料收入实现稳 定增长。同时，公司持续拓展产品在新能源、电子行业、食品与医药、3D 打印材料等领域的应用。 投资建议：联合化学有机颜料业务具备较强抗压能力，依托在精细化工方面的合成经验和表面处理等经 验布局光刻胶材料领域，通过战略投资方式入股卓光芮充分把握国内精密光学行业和半导体投影式曝光 机行业的良好发展机遇。在不考虑投资卓光芮产生的相关损益前提下，我们预计公司2025-2027 年营收 分别为5.43/5.75/6.22 亿元，归母净利润分别为0.62/0.69/0. ...

Market Overview - The market experienced a collective downturn after several days of correction, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down 2.45%, 3.41%, and 4.02% respectively, with over 5000 stocks declining and only around 300 stocks rising [4] Military Industry - The military sector saw a significant surge, with stocks like Longxi Co., Jiuzhiyang, and China Shipbuilding Defense hitting the daily limit, while others like Jianglong Shipbuilding and Tianhai Defense rose over 10%. The shipbuilding sector closed up 2.23%, leading the market [8] - The military sector has shown consistent activity recently, with Jianglong Shipbuilding experiencing a weekly increase of over 50% despite a prior announcement of a share reduction [8][9] Robotics Sector - The robotics sector experienced a sudden rebound, with stocks such as Anpeilong and Siling Co. seeing significant increases. The sector's rebound reached 3% before the overall index returned to a downward trend [10] - The rebound was attributed to a catalyst related to T-chain technology, although the reasoning behind the movement was unclear [10] OCS Concept - The OCS concept saw a rebound, with stocks like Saiwei Electronics rising nearly 12%. This was driven by positive reception of Google's new models, which utilize OCS architecture to enhance efficiency [13] - Google's OCS network architecture reportedly improves network throughput by 30%, reduces energy consumption by 40%, and enhances reliability by 50 times, indicating strong potential for the sector [13] New Stock Listing - Dapeng Industrial debuted on the North Exchange, opening with a significant increase of nearly 290%. The stock experienced volatility, triggering multiple trading halts and ultimately closing with a remarkable gain of 1211% [15][16]

Core Viewpoint - The A-share market experienced significant activity with 33 stocks hitting the daily limit up, indicating strong investor interest and potential bullish trends in specific sectors [1] Group 1: Aquaculture Sector - Zhongshui Fishery achieved a remarkable six consecutive limit-up days, highlighting its strong performance in the aquaculture sector [1] Group 2: Other Notable Stocks - Rongji Software recorded five consecutive limit-up days, associated with the data element concept [1] - ST Mubang also saw five consecutive limit-up days, linked to the photovoltaic silicon wafer sector [1] - Deep China A and Guofeng New Materials both achieved three consecutive limit-up days, with Deep China A in the lithium battery sector and Guofeng New Materials in the photolithography glue sector [1] - Other companies such as ST Suwu, Meng Tian Home, and Caixin Development also showed notable performances with three consecutive limit-up days in their respective sectors [1]

11月21日，容大感光盘中上涨2.00%，截至11:03，报36.19元/股，成交2.07亿元，换手率2.49%，总市值 132.59亿元。 资金流向方面，主力资金净流入527.31万元，特大单买入779.32万元，占比3.77%，卖出235.93万元，占 比1.14%；大单买入4080.20万元，占比19.71%，卖出4096.27万元，占比19.79%。 容大感光今年以来股价跌3.69%，近5个交易日涨5.36%，近20日跌1.84%，近60日跌7.68%。 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、光刻胶、 LED、半导体、芯片概念等。 截至10月31日，容大感光股东户数5.22万，较上期减少0.02%；人均流通 ...

Core Viewpoint - Xilong Science has shown a mixed performance in stock price and financial results, with a notable increase in stock price this year but a decline in revenue and net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On November 21, Xilong Science's stock rose by 2.05%, reaching 8.95 CNY per share, with a trading volume of 252 million CNY and a turnover rate of 6.08%, resulting in a total market capitalization of 5.238 billion CNY [1]. - Year-to-date, Xilong Science's stock price has increased by 24.48%, with a 3.95% rise over the last five trading days and a 4.19% increase over the last 20 days, while it has decreased by 2.72% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on September 24, where it recorded a net purchase of 3.6192 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Xilong Science reported a revenue of 5.324 billion CNY, a year-on-year decrease of 11.13%, and a net profit attributable to shareholders of -61.8292 million CNY, representing a year-on-year decline of 196.33% [2]. - The company's main business revenue composition includes specialized chemicals (62.60%), chemical raw materials (15.12%), electronic chemicals (9.66%), general reagents (7.71%), lithium battery cathode materials (4.00%), and raw materials and food additives (0.86%) [2]. Group 3: Shareholder Information - As of September 30, Xilong Science had 85,100 shareholders, a decrease of 2.33% from the previous period, with an average of 5,503 circulating shares per shareholder, an increase of 2.38% [2]. Group 4: Dividend Information - Since its A-share listing, Xilong Science has distributed a total of 217 million CNY in dividends, with 31.0165 million CNY distributed over the past three years [3].