每经AI快讯，12月9日，兴福电子(688545.SH)公告称，公司拟以自有资金4626.78万元（含税）购买关联 方三峡实验室的光刻胶用光引发剂制备专有技术及实验设备所有权。本次交易构成关联交易，未构成重 大资产重组。本次购买的资产尚未形成稳定量产的产品，后续能否产业化成功，为公司带来经济效益仍 存在不确定性。 ...

兴福电子公告称，公司拟以自有资金4626.78万元（含税价）购买关联方三峡实验室的光刻胶用光引发 剂制备专有技术及实验设备所有权。该交易构成关联交易，但未构成重大资产重组。交易已获董事会审 议通过，尚需股东会审议。标的资产在2025年10月31日的评估价值为4626.78万元（含税）。本次交易 旨在拓展产品品类、优化产业布局，不会对公司现金流及经营业绩产生重大不利影响。 ...

剥离抗蚀剂是一种用于微加工工艺的光刻胶。光刻胶是一种感光材料，用于在微电子和微机电系统 (MEMS) 制造过程中将图案转移到基 板上。 LOR 光刻胶通常用于剥离工艺，这是一种图案转移技术。在此工艺中，首先将一层 LOR 光刻胶涂覆到基板上。然后，光刻胶通 过图案化的掩模版曝光，使其选择性交联。显影后，去除光刻胶的曝光区域，留下图案层。剩余的图案化 LOR 光刻胶可作为后续工艺 步骤（例如蚀刻或材料沉积）的掩模。完成所需的工艺步骤后，可以使用溶剂轻松剥离 LOR 光刻胶，留下图案化的基板。 QYRESEARCH 剥离抗蚀剂全球市场总体规模 据 QYResearch 调研团队最新报告"全球剥离抗蚀剂市场报告 2025-2031 "显示，预计 2031 年全球剥离抗蚀剂市场规模将达到 5.6 亿美 元，未来几年年复合增长率 CAGR 为 8.6% 。 根据 QYResearch 头部企业研究中心调研，全球范围内剥离抗蚀剂生产商主要包括 Merck KGaA 、 Nagase ChemteX Corporation 、 Tokyo Ohka Kogyo 、 Kayaku Advanced Materials 、 J ...

Group 1 - Major stock indices opened higher, with significant gains in sectors such as photoresists, storage chips, and computing hardware. The CSI Chip Industry Index rose by 1.9%, with notable increases in stocks like Nanda Optoelectronics (over 11%) and Tuojing Technology (over 7%) [1] - The Chip ETF Tianhong (159310) opened with a gain of 2.12%, with a current circulation of 628 million shares and a market size of 1.367 billion [1] - The Computer ETF (159998) opened up by 1.12%, with a net inflow of 19.0664 million on the previous trading day, and a total circulation of 2.701 billion shares, amounting to 2.884 billion in market size [1] Group 2 - The "super cycle" for storage chips continues, with major suppliers like Samsung and SK Hynix expected to raise prices by up to 30% for DRAM and NAND products in Q4 [2] - The Computer ETF (159998) is aligned with the hard technology sector, covering various sub-sectors such as software, hardware, and cloud computing, with a total size exceeding 2.8 billion, making it the largest in its category [2] - AI demand is driving growth in storage needs, with expectations of continued price increases in the storage sector through Q4 2025 due to supply constraints, despite some skepticism regarding actual demand levels [2] Group 3 - External disturbances have eased, and the third-quarter earnings reports are expected to validate the growth consensus in the technology sector, making it a crucial window for assessing new momentum [3] - The market's "rebalancing" phase is gradually addressing the cost-performance issues of growth advantages, which may refocus attention on the core strengths of the technology sector [3]