1月7日，多氟多跌5.04%，截至发稿，报33.35元/股，成交37.72亿元，换手率10.20%，总市值397.01亿 元。 资料显示，多氟多新材料股份有限公司位于河南省焦作市中站区焦克路，成立日期1999年12月21日，上 市日期2010年5月18日，公司主营业务涉及六氟磷酸锂及电子化学品、锂离子电池、新能源汽车、无机 氟化盐。主营业务收入构成为：新能源材料34.97%，氟基新材料30.39%，新能源电池25.30%，电子信 息材料5.55%，其他3.80%。 从基金十大重仓股角度 数据显示，融通基金旗下1只基金重仓多氟多。融通新能源汽车主题精选A（005668）三季度持有股数 128.22万股，占基金净值比例为5.82%，位居第五大重仓股。根据测算，今日浮亏损失约226.95万元。 融通新能源汽车主题精选A（005668）成立日期2018年6月15日，最新规模4.24亿。今年以来收益 1.92%，同类排名5891/8823；近一年收益62.69%，同类排名1167/8083；成立以来收益222.21%。 融通新能源汽车主题精选A（005668）基金经理为王迪。 截至发稿，王迪累计任职时间7年204天，现 ...

Market Performance - The market mirrored yesterday's trend, experiencing a rise followed by a pullback and then another increase, with the Shanghai Composite Index up by 0.29%, approaching 4100 points, and the Shenzhen Component Index up by 0.35%, while the ChiNext Index rose by 0.41% [1] - Nearly 2600 stocks rose across both markets, with a total trading volume of 1.84 trillion yuan [1] Sector Performance - Electronic chemicals surged, with a midday increase of 7.38%, including over 10 stocks hitting the daily limit, such as Nanda Optoelectronics and Anji Technology [3] - The photolithography concept saw a strong performance, with stocks like Guofeng New Materials achieving two limit-ups in three days, and Nanda Optoelectronics hitting the limit [3] - The controllable nuclear fusion concept was active, with stocks like Wangzi New Materials achieving three limit-ups in four days, and others like China First Heavy Industries and China Nuclear Engineering also hitting the limit [3] - The brain-computer interface concept continued its strong performance, with stocks like Innovation Medical and Nanjing Panda achieving three consecutive limit-ups [3] - The DRG concept was relatively weak, with a midday decline of 1.7%, and Rongke Technology experiencing a significant drop of 19.55% [3] - Oil and gas stocks performed poorly, with China National Offshore Oil Corporation experiencing a decline [3] - Other sectors such as titanium dioxide, financial digitalization, digital currency, under-screen cameras, mining, and electronic license plates followed closely, with declines of over 1% [3] News and Developments - A meeting was held today by multiple departments regarding the power and energy storage battery industry, attended by over ten leading companies [3] - ByteDance denied rumors regarding plans to enter the automotive industry [3] - Early trading saw net inflows into sectors like communications, electric grid equipment, and semiconductors, while net outflows were observed in defense, computer, and transportation equipment sectors [3]

Market Overview - The three major indices in the A-share market collectively rose in early trading, with the Shanghai Composite Index at 4095.54 points, up 0.29% [1] - The Shenzhen Component Index reached 14071.35 points, increasing by 0.35% [1] - The ChiNext Index reported 3332.74 points, marking a rise of 0.41% [1] Sector Performance Top Gaining Sectors - Electronic chemicals led the gainers with a rise of 5.47%, achieving a total trading volume of 1216.88 million hands and a total transaction value of 352.05 billion [2] - Metal new materials followed with a 3.09% increase, with a trading volume of 581.70 million hands and a transaction value of 152.89 billion [2] - Small metals sector saw a 2.91% rise, with 1150.72 million hands traded and a total value of 410.02 billion [2] - Coal mining and processing increased by 2.65%, with a trading volume of 1243.23 million hands and a transaction value of 93.99 billion [2] Underperforming Sectors - IT services experienced a decline of 0.87%, with a trading volume of 2268.68 million hands and a transaction value of 393.20 billion [2] - Oil and gas extraction and services fell by 0.75%, with 983.89 million hands traded and a total value of 60.79 billion [2] - Small home appliances decreased by 0.74%, with a trading volume of 150.72 million hands and a transaction value of 36.05 billion [2] - Communication services dropped by 0.58%, with a trading volume of 794.10 million hands and a transaction value of 124.60 billion [2]

Core Insights - The "Work Plan for Steady Growth in the Petrochemical Industry (2025-2026)" emphasizes enhancing high-end supply and focuses on key industrial chains such as integrated circuits, new energy, and medical equipment [1] - The electronic chemical industry is experiencing rapid development, with increasing domestic supply and a focus on improving the localization rate of key products [2] Group 1: Industry Development - The electronic chemical industry is entering a rapid development phase, with domestic companies becoming the main suppliers [2] - The localization rate for 8-inch and smaller integrated circuit production lines has been largely achieved, while various acids and hydrogen peroxide for 12-inch production lines at 28nm and above have also been mostly localized [2] - The localization rate of display photoresists is expected to increase from 20% in 2023 to 40% by 2025 [1] Group 2: Technological Advancements - The industry is focusing on core "bottleneck" areas, such as photoresists and high-end catalysts, which have high technical barriers [2] - The electronic chemical industry is undergoing deep transformation towards four major directions: molecular-level recycling, bio-based alternatives, digital twin optimization, and regional ecological collaboration [2] - Advanced packaging materials, such as fluorinated polyimide (FPI), are crucial for modern technology, particularly in AR/VR devices [3] Group 3: Supply Chain Challenges - The electronic chemical supply chain needs improvement, with some critical equipment and materials still reliant on imports from Japanese and American companies [4] - Electronic specialty gases are essential in various manufacturing processes, and their production and research are complex, involving multiple technical fields [4] - The industry aims to accelerate the pace of localization to achieve complete self-control and transition the entire supply chain from low-end to high-end [4]

证券代码：603078 证券简称：江化微 编号：2026-003 江阴江化微电子材料股份有限公司 关于董事会换届选举公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 江阴江化微电子材料股份有限公司（以下简称"公司"）第五届董事会任期即将届满，根据《中华人民共 和国公司法》（以下简称"《公司法》"）《上海证券交易所股票上市规则》等法律法规及《江阴江化微 电子材料股份有限公司章程》（以下简称"《公司章程》"）的有关规定，公司按照法定程序开展董事会 换届选举工作，现将有关情况公告如下： 江阴江化微电子材料股份有限公司 董 事 会 2026年 01月07日 本次董事会换届选举事项尚需股东会审议通过，为保证公司董事会的正常运作，在公司股东会审议通过 本次换届选举事项前，仍由公司第五届董事会按照《公司法》和《公司章程》等相关规定履行职责。公 司对第五届董事会全体董事在任职期间为公司发展所做的贡献表示衷心感谢！ 特此公告。 一、董事会换届选举情况 2026年1月6日，公司召开第五届董事会第二十次会议，审议通过了《关于公司董事会换届 ...

Market Performance - The electronic chemicals sector increased by 1.64% on January 6, with Qiangli New Materials leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Qiangli New Materials (300429) closed at 15.80, with a rise of 15.84% and a trading volume of 1.44 million shares, amounting to a transaction value of 2.294 billion [1] - Huate Gas (688268) saw a closing price of 62.45, up by 5.05%, with a trading volume of 59,100 shares [1] - Jingrui Electric Materials (300655) closed at 17.47, increasing by 4.86% with a trading volume of 1.113 million shares [1] - Other notable stocks include Guanghua Technology (002741) and Anji Technology (610889), which rose by 4.12% and 3.18% respectively [1] Fund Flow Analysis - The electronic chemicals sector experienced a net outflow of 240 million from institutional investors and 323 million from speculative funds, while retail investors saw a net inflow of 563 million [2] - Qiangli New Materials had a net inflow of 457 million from institutional investors, but a net outflow of 316 million from speculative funds [3] - Jingrui Electric Materials had a net inflow of 117 million from institutional investors, with a net outflow of 81 million from speculative funds [3]

Core Viewpoint - The PCB functional wet chemical industry is entering a phase of "structural upturn driven by AI" and "accelerated domestic substitution" from 2025 to 2026, marking a period of simultaneous quantity and quality improvement [1] Group 1: Industry Dynamics - Functional wet chemicals are critical for high-end PCB manufacturing, with low domestic substitution rates in key processes like hole metallization and electroplating [2] - Hole metallization and electroplating contribute approximately 60% of the value in PCB manufacturing, making them core value segments [2] - The cost share of functional wet chemicals in high-end PCBs has risen to 5-10% as the industry moves towards high-frequency, high-speed boards and advanced packaging [2] Group 2: AI and Technology Impact - AI is driving the upgrade of PCB processes, significantly increasing the demand for high-end functional wet chemicals [2] - The transition to finer line widths (from 40μm to 15μm) under mSAP/SAP processes is expected to increase the demand for horizontal copper plating solutions by about 30% and nearly double the need for electroplating additives [2] Group 3: Market Growth Projections - The global market for PCB functional wet chemicals is projected to grow from $3.54 billion in 2025 to $4.46 billion by 2029, with core growth driven by hole metallization and electroplating [3] - The market for horizontal copper plating and electroplating specialty chemicals is expected to reach $700 million and $930 million respectively by 2029, with a CAGR of 7.0% from 2025 to 2029 [3] Group 4: Domestic Manufacturer Opportunities - Domestic manufacturers are accelerating breakthroughs in high-end segments and have achieved domestic substitution in certain niche markets [3]

中信证券研报称，高端PCB功能性湿电子化学品是AI驱动下工艺升级与国产替代的交汇点。在占据价值 核心的孔金属化与电镀环节，国产化率仍低，进口替代空间明确。AI服务器、先进封装等需求将推动 行业迈入"量质齐升"新阶段。 ...

会展经济已成为汕头"贸"字当先、以贸促工的有力抓手。汕头市商务局局长吕少雄介绍，"十四五"期 间，汕头会展业发展实现了"从无到有、从有到优"的蜕变，汕头以展促贸，持续开拓外贸企业出海 路。"十四五"期间，组织"百企千人"参展团赴香港开展经贸活动，组织企业参加广交会、进博会、华交 会等重点国际展会，帮助企业精准对接国际市场，助力县域特色产业"出海"，初步实现了"办好一批 展、带活产业链、提升一座城"目标愿景。 "我们坚持'内育外引、双向发力'，既做优存量，也做大增量，让商贸的主角更多、活力更足。"陈涛介 绍，汕头全力支持超声电子（000823）、光华科技（002741）等存量企业在印制电路板、电子化学品等 领域做强品牌、拓展市场。同时，招引比亚迪（002594）、立讯精密（002475）等一批行业龙头企业落 户汕头，带动产业链上下游企业集聚发展，提升汕头在国内外双循环格局中的参与度以及竞争力。 记者从1月4日广东省政府新闻办公室举行的"'十四五'广东成就"汕头专场新闻发布会上获悉，广东汕头 作为历史上闻名遐迩的百载商埠，近年来坚持"贸"字当先、"工"字为本，加快构建内通外畅的贸易网 络，激发潮涌四海的商贸脉动。 ...

每经AI快讯，1月5日，南大光电公告，公司拟以现金方式收购苏州南晟三号企业管理合伙企业持有的 南大光电有限公司13.3333%股权，苏州南晟肆号企业管理合伙企业持有的乌兰察布南大2.8333%股权， 合计交易对价为人民币7,760万元。本次交易完成后，公司持有乌兰察布南大的股权比例将由74.8833% 上升至91.0500%。 ...