本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在不确 定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面临较 大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素，审 慎作出投资决定。 同宇新材料（广东）股份有限公司 Tongyu Advanced Materials （Guangdong） Co., LTD 广东省肇庆市四会市大沙镇马房开发区（西南一区编号 ES1020） 首次公开发行股票并在创业板上市 招股说明书 保荐人（主承销商） 福州市湖东路 268 号 同宇新材料（广东）股份有限公司 招股说明书 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致 ...

Core Points - Suzhou Dongshan Precision Manufacturing Co., Ltd. is issuing shares to specific investors, with a total of 125,693,822 shares to be issued at a price of 11.17 RMB per share after adjustments [10][11][20] - The total funds raised from this issuance amount to approximately 1.404 billion RMB, with a net amount of about 1.392 billion RMB after deducting issuance costs [9][11][12] - The issuance is primarily aimed at enhancing the company's working capital to support business development and improve its competitive strength [26] Issuance Details - The shares will be issued to two specific investors, the controlling shareholders Yuan Yonggang and Yuan Yongfeng, who will fully subscribe to the shares using cash [10][14] - The shares will have a lock-up period of 36 months, during which they cannot be transferred [20][21] - The issuance complies with the regulations set by the Shenzhen Stock Exchange and the China Securities Regulatory Commission [17][19] Financial Impact - The issuance will increase the company's total share capital and improve its financial structure, with the total number of shares increasing from approximately 1.706 billion to about 1.832 billion [21][25] - The basic earnings per share are expected to decrease slightly from 0.27 RMB to approximately 0.2489 RMB post-issuance, while the net asset per share will remain relatively stable [24][25] - The funds raised will be allocated to enhance liquidity and support ongoing business operations without altering the company's core business structure [26][27] Corporate Governance - The issuance process has been reviewed and approved by the board of directors and shareholders, ensuring compliance with internal governance procedures [17][19] - The controlling shareholders' ownership percentage will increase, but the overall control of the company will remain unchanged [25][26] - The company will continue to adhere to legal and regulatory requirements in its governance practices post-issuance [27]

Economic Overview - The overall economy of the province has stabilized and shown progress, with key indicators such as consumer market, industrial production, and new productivity performing well, indicating a trend towards high-quality development [1] Consumer Market - The consumer market in the province continues to show a steady upward trend, with the total retail sales of social consumer goods in May increasing by 6.3% year-on-year, accelerating by 1.3 percentage points compared to April [1] - From January to May, the total retail sales of social consumer goods grew by 5.6% year-on-year, with a slight acceleration of 0.1 percentage points compared to the previous four months [1] - The "old-for-new" policy has effectively stimulated consumption, with related goods in categories such as automobiles, home appliances, 3C digital products, and home goods achieving a total retail sales of 67.22 billion yuan in May, a year-on-year increase of 18.6% [2] - Green and smart products are experiencing rapid growth, with year-on-year increases in sales of new energy vehicles, smartphones, and energy-efficient appliances ranging from 28.8% to 147.0% [2] Industrial Production - The industrial economy of the province has maintained a relatively fast growth rate, with the added value of industrial enterprises above designated size increasing by 6.2% year-on-year in May [2] - Among the 40 industrial categories, 30 reported year-on-year growth, resulting in a growth coverage of 75% [2] - Key industries such as electronics, automobiles, and aerospace have shown significant growth rates of 13.5%, 11.6%, and 12.7% respectively [2] - High-tech manufacturing and digital product manufacturing have outpaced overall industrial growth, with increases of 9.8% and 9.7% year-on-year [3] Investment Trends - Infrastructure investment has maintained a rapid growth rate, with a year-on-year increase of 8.7% from January to May, contributing 1.3 percentage points to overall investment growth [3] - Significant growth in infrastructure projects with planned total investments of 500 million yuan and above, with increases of 7.2% and 8.8% respectively [3] - Key sectors such as electricity and heat production, water transportation, and internet services have seen investment growth rates of 58.9%, 32.3%, and 49.4% respectively [3]

Core Viewpoint - Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. plans to issue shares to specific investors to raise funds for its projects, particularly focusing on the production of electronic photosensitive materials and related products. Group 1: Company Overview - The company was established on May 12, 2006, and listed on August 30, 2016, with a registered capital of 200,395,122 RMB [13]. - The company specializes in the research, development, and production of photosensitive materials, including anti-corrosion inks and UV-curable coatings for printed circuit boards [13]. - The company's headquarters is located in Jiangyin City, Jiangsu Province, China [13]. Group 2: Fundraising Details - The company plans to raise a maximum of 300 million RMB through the issuance of shares, which will not exceed 20% of its net assets as of the end of the previous year [2]. - The funds raised will be allocated to a project with a total investment of 525.38 million RMB, specifically for the annual production of 50,000 tons of electronic photosensitive materials [2][3]. - The issuance price is set at 18.13 RMB per share, based on the average trading price of the company's shares over the 20 trading days prior to the pricing date [2]. Group 3: Financial Performance - In 2024, the company reported a revenue of 518.23 million RMB but incurred a net loss of 32.07 million RMB, primarily due to a decline in sales of photovoltaic glue products [3][4]. - The company recognized significant impairment losses, including 29.91 million RMB for goodwill and 13.44 million RMB for accounts receivable [3]. Group 4: Industry Context - The company operates within the electronic chemical materials sector, which is characterized by market-driven competition and significant government oversight [15]. - Recent policies from various government departments have encouraged the development of electronic chemical products, particularly in the context of energy transition and environmental sustainability [15]. Group 5: Risks and Challenges - The company faces risks related to the potential underperformance of its new projects, including the possibility of negative net profits in the first two years post-launch due to high depreciation costs [4][5]. - There are uncertainties regarding the successful development and market acceptance of new products, particularly in the field of photolithography materials [5][6]. - Environmental regulations may impact production capabilities, especially if the company is required to relocate or reduce output due to compliance issues [8].

Core Viewpoint - Jiangsu Panya Micro透 Technology Co., Ltd. plans to commission Jiangsu Yuanqing New Energy Technology Co., Ltd. for the development of key technology for high-humidity and durable reversible expanded polytetrafluoroethylene-based aerosol agents, with a transaction amount of 1 million RMB (including tax) [1][2]. Summary by Sections 1. Overview of Related Transactions - The company intends to commission Jiangsu Yuanqing for the development of key technology, with a transaction amount of 1 million RMB (including tax) [1]. 2. Basic Information of Related Parties - Jiangsu Yuanqing is a company in which the company holds a 25% stake, and the actual controller, Mr. Zhang Yun, serves as a director [2]. - Jiangsu Yuanqing was established on January 24, 2022, with a registered capital of 400 million RMB and total assets of 447.13 million RMB as of December 31, 2024 [2]. 3. Basic Information of the Transaction Target - The company is commissioning Jiangsu Yuanqing to develop a high-humidity and durable reversible expanded polytetrafluoroethylene-based aerosol agent and its preparation method [3]. 4. Pricing of the Transaction - The pricing of this related transaction follows fair and reasonable principles, determined through negotiation based on market prices [4]. 5. Main Content of the Technology Development Agreement - The agreement stipulates that Jiangsu Yuanqing must complete the development task by December 30, 2025, and submit preliminary results [4]. - Both parties agree to keep technical and commercial information confidential and share ownership of jointly developed intellectual property [4]. 6. Impact of Related Transactions on the Company - This related transaction is necessary for the company to develop a new generation of gas management products and aligns with its operational needs [5]. 7. Review Procedures for Related Transactions - The transaction has been approved by the company's board of directors, with related directors abstaining from voting [5].

编号：2025-002 | 投资者关系活 | 特定对象调研 | ☐分析师会议 | ☐媒体采访 | | --- | --- | --- | --- | | 动类别 | ☐业绩说明会 | ☐新闻发布会 | ☐路演活动 | | | 现场参观 | ☐其他 | | | 参与单位名称 | | | | | | 长江证券刘祥 平安基金蔡锐帆 | 华美投资颜滨 东方阿尔法梁少文 | 前海开源唐栩 宝盈基金游凡 | | | 南方基金吴春林 | 附加值投资刘亚群 | 融通基金陈甲铖 | | | 广发证券吴鑫然 | 广发证券梁溵洺 | 广发证券叶彬 | | 及人员姓名 | 广发证券方毅斌 | 广发证券尹苏晴 | 广发证券张大伟 | | | 长江证券罗悦菲 | 招商证券谌薇 | 广恒盛基金赵阳 | | | 金润私募华亮瑜 | | | | 时间 | 2025年06月12日 16:00-17:30 | | | | 地点 | 容大感光会议室 | | | | | 董事长黄勇 | | | | 上市公司接待人 员姓名 | 董事会秘书蔡启上 | | | | | 副总经理晏凯 | | | | | 证券事务代表张智慧 | | | | | | 1、P ...

Core Viewpoint - Ningbo Jiangfeng Electronic Materials Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 3.06 per 10 shares, totaling approximately RMB 80.88 million, to be distributed to shareholders [2][3][7]. Summary by Sections Profit Distribution Plan - The profit distribution plan was approved at the 2024 annual shareholders' meeting held on May 29, 2025, with a base of 264,300,483 shares after excluding 1,020,200 shares held in the repurchase account [2][3][7]. - The total cash dividend to be distributed amounts to RMB 80,875,947.80, which is calculated based on the adjusted number of shares [3][5][7]. Share Capital Changes - As of January 1, 2025, the company's total share capital has been adjusted from 265,338,583 shares to 265,320,683 shares due to the repurchase and cancellation of certain restricted stocks [3][4]. - The cash dividend distribution will be adjusted if there are changes in the total share capital before the implementation date [2][3][5]. Dividend Payment Details - The cash dividend will be paid on June 18, 2025, to shareholders registered by the close of trading on June 17, 2025 [8][9][10]. - The dividend will be directly credited to shareholders' accounts through their securities companies [10]. Taxation Information - The cash dividend will be subject to different tax rates based on the holding period of the shares, with specific rates outlined for different categories of investors [7][10]. Regulatory Compliance - The company has ensured that the information disclosed is accurate and complete, adhering to relevant regulations regarding profit distribution and share repurchase [1][15].

Market Overview - On May 30, the three major A-share indices collectively declined, with the Shanghai Composite Index falling by 0.47% to 3347.49 points, the Shenzhen Component Index down by 0.85% to 10040.63 points, and the ChiNext Index decreasing by 0.96% to 1993.19 points [1]. Fund Manager Changes - In the past 30 days (April 30 to May 30), a total of 513 fund managers have left their positions across various funds. On May 30 alone, 39 funds announced changes in fund managers, with 6 leaving due to job changes and 2 due to personal reasons [1]. - Notable fund managers who left include those managing a total of 15 funds and 24 funds respectively, indicating significant turnover that could impact fund performance [1]. New Fund Managers - New fund managers have taken over several funds, including Yan Peixian at China Europe Fund, managing assets totaling 12.365 billion yuan, with a notable return of 87.82% over 10 years and 49 days on the China Europe Pure Bond One Year A fund [3]. - Other new appointments include managers for the China Europe Xingyue Bond A and C funds, as well as the China Europe Xingying One Year Open Bond Initiation fund [3]. Fund Research Activity - In the last month, Huaxia Fund conducted the most company research, engaging with 67 listed companies, followed by Bosera Fund with 62 and Harvest Fund with 60 [5]. - The most researched industry was specialized equipment, with 278 instances of fund company inquiries, followed by the medical device sector with 210 inquiries [5]. Individual Stock Research - The most researched stock in the past month was Zhaowei Electromechanical, with 88 fund management companies participating in the research, followed by Anji Technology and Heng'erda with 82 and 80 respectively [6]. - In the past week (May 23 to May 30), Huafeng Technology led with 33 fund institutions conducting research, followed by Jucheng Co., Kexing Pharmaceutical, and Aisen Co. with 27, 24, and 17 respectively [6].

Core Viewpoint - The document outlines the legal opinions provided by Merits & Tree Law Offices regarding Suzhou Shihua New Materials Technology Co., Ltd.'s application for a specific stock issuance and listing on the Sci-Tech Innovation Board, emphasizing compliance with relevant laws and regulations [1][2]. Group 1: Legal Compliance and Documentation - The law firm has conducted a thorough examination of the documents and facts provided by the issuer, adhering to the standards of the Company Law, Securities Law, and other relevant regulations [2]. - A supplementary legal opinion has been issued to modify and clarify the previous legal opinion based on inquiries from the Shanghai Stock Exchange regarding the issuer's application [2][3]. Group 2: Fundraising and Project Details - The issuer plans to raise 600 million yuan for the "Optical Display Film Material Expansion Project," which is part of the "High-Performance Optical Adhesive Film Material Project" [4]. - The document requests clarification on the differences and connections between the current fundraising project and existing businesses, as well as the necessity of the fundraising project in light of the company's financial situation and previous fundraising efforts [4]. Group 3: Environmental and Energy Assessments - The environmental impact assessment (EIA) for the fundraising project has been approved by the Wujiang Economic and Technological Development Zone Management Committee as of April 2, 2025, indicating no significant uncertainties regarding the EIA approval [5]. - The energy consumption report for the project is under review by the Jiangsu Provincial Development and Reform Commission, with expectations to receive approval by late June 2025, and the project is classified as not being a high-energy-consuming project [6][7].

Group 1 - The company Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. plans to issue shares through a simplified procedure to specific investors, pending approval from relevant authorities [1][2][3] - The total investment for the project to produce 50,000 tons of electronic photosensitive materials and supporting materials is approximately 525.38 million yuan, with 95.985 million yuan allocated from this issuance [1][2] - The issuance price is set at 18.13 yuan per share, which is not less than 80% of the average trading price over the previous 20 trading days before the pricing benchmark date [1][2] Group 2 - The company reported a revenue of 518.23 million yuan for 2024, with a net loss attributable to shareholders of 32.07 million yuan, primarily due to goodwill impairment and bad debt provisions [2][3] - The company faces risks related to the potential negative impact on profits from the production and sales of new products, particularly in the photovoltaic adhesive sector [2][3] - The company has committed to measures to mitigate the dilution of immediate returns for investors due to the issuance of new shares [2][3] Group 3 - The company operates in the electronic chemical materials sector, specifically under the category of "C3985 Electronic Specialized Materials Manufacturing" [10][11] - The industry is characterized by market-driven competition, with various government departments providing macro guidance and regulatory oversight [11] - Recent policies have encouraged the development of electronic chemical products, with a focus on sustainability and environmental compliance [11]