（文章来源：证券时报网） 证券时报·数据宝统计显示，天岳先进今日收盘价为87.58元，上涨1.96%，日换手率为3.95%，成交额为 14.63亿元，全天主力资金净流入1572.93万元，近5日该股累计下跌1.54%，近5日资金合计净流出1.05亿 元。 两融数据显示，该股最新融资余额为12.51亿元，近5日增加2.15亿元，增幅为20.81%。（数据宝） 9月22日天岳先进大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 溢价（%） | | | | 股） | | （元） | | | | | 14.00 | 984.62 | 70.33 | -19.70 | 中泰证券股份有限公司淄博 | 兴业证券股份有限 | | | | | | 中润大道证券营业部 | 公司淄博分公司 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 天岳先进9月22日大宗交易平台出现一笔成交，成交量14.00万股，成交金额984.62万元，大宗交易成交 价为 ...

Core Viewpoint - Nanda Optoelectronics experienced a 5.08% increase in stock price, reaching 37.88 CNY per share, with a trading volume of 2.316 billion CNY and a turnover rate of 9.52%, resulting in a total market capitalization of 26.181 billion CNY [1] Company Overview - Jiangsu Nanda Optoelectronics Materials Co., Ltd. was established on December 28, 2000, and listed on August 7, 2012. The company specializes in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The revenue composition of the company includes: specialty gas products 60.95%, precursor materials (including MO sources) 27.80%, others 7.02%, and additional 4.23% [1] Shareholder Insights - Nanda Optoelectronics has a significant shareholder in the form of the Southern Fund's Southern CSI 500 ETF (510500), which entered the top ten circulating shareholders in the second quarter, holding 10.2679 million shares, representing 1.56% of circulating shares. The estimated floating profit for today is approximately 18.7902 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 113.438 billion CNY. Year-to-date returns stand at 26.92%, ranking 1815 out of 4222 in its category, while the one-year return is 60.73%, ranking 1500 out of 3813 [2] Fund Performance - The fund manager of the Southern CSI 500 ETF is Luo Wenjie, who has been in the position for 12 years and 157 days. The total asset scale of the fund is 138.999 billion CNY, with the best fund return during his tenure being 145.85% and the worst being -47.6% [3] Major Holdings - The Southern Fund's Southern Semiconductor Industry Index Initiated A (020839) has also increased its holdings in Nanda Optoelectronics by 65,800 shares in the second quarter, now holding 227,400 shares, which accounts for 4% of the fund's net value. The estimated floating profit for today is around 416,200 CNY [4] - This fund was established on March 29, 2024, with a current scale of 79.3479 million CNY. Year-to-date returns are 40.98%, ranking 894 out of 4222, while the one-year return is 106.47%, ranking 354 out of 3813 [4] Fund Manager Profile - The fund manager for the Southern Semiconductor Industry Index Initiated A is Li Jialiang, who has been in the role for 9 years and 51 days. The total asset scale of the fund is 5.328 billion CNY, with the best return during his tenure being 153.34% and the worst being -29.58% [5]

Company Overview - Lian Microelectronics, established on March 19, 2002, is located in Hangzhou Economic and Technological Development Zone, specializing in semiconductor silicon wafers, power devices, and compound semiconductor RF chips [1] - The company was listed on September 11, 2020, and operates within the semiconductor materials sector under the Shenwan industry classification [1] Financial Performance - For the first half of 2025, Lian Microelectronics reported revenue of 1.666 billion yuan, a year-on-year increase of 14.18%, while the net profit attributable to shareholders was -127 million yuan, a decrease of 90% compared to the previous year [2] - Cumulatively, the company has distributed 637 million yuan in dividends since its A-share listing, with 342 million yuan distributed over the past three years [3] Stock Performance - As of September 22, Lian Microelectronics' stock price increased by 2.02% to 27.24 yuan per share, with a total market capitalization of 18.288 billion yuan [1] - The stock has seen a year-to-date increase of 9.97%, with a 4.57% rise over the last five trading days and a 16.91% increase over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 75,300, with an average of 8,911 circulating shares per person, a decrease of 2.63% from the previous period [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.4344 million shares, an increase of 279,200 shares, while Southern CSI 500 ETF holds 7.9461 million shares, an increase of 1.1353 million shares [3] Capital Flow - On September 22, the net inflow of main funds was 15.6004 million yuan, with large orders accounting for 21.97% of purchases and 20.62% of sales [1]

图片来源：今日海沧 公开资料显示，泰坦未来成立于2021年，是一家专注于#高性能碳基、#陶瓷基半导体复合材料 研发与生产的高科技企业。公司依托中南 大学在碳基、陶瓷基复合材料领域的深厚技术积累，通过自主研发生产多种半导体核心耗材及新一代晶圆材料，成功突破国外技术垄 断，实现进口替代。其产品主要应用于半导体、新能源及未来创新产业场景。 （文/集邦化合物半导体整理） <<<欢迎评论区留言或者私信，获取更多化合物半导体相关内容 据"今日海沧"报道，近日，2025海沧区招商大会成功举办，现场共有45个高品质项目成功签约，总投资达285亿元，其中就包括深圳泰坦 未来技术有限公司（以下简称"泰坦未来"）的高性能材料项目。 据悉，泰坦未来计划投资10亿元建设高性能碳基、陶瓷基半导体复合材料产业基地。项目产品包括碳化硅（SiC）涂层产品、碳化钽 （TaC）涂层产品、实体碳化硅及多晶碳化硅复合衬底材料等。预计年产量约100万片复合衬底，大概在2027年能达到10亿元的产值。 ...

Group 1 - The core viewpoint of the article highlights that Jintaiyang's subsidiary, Dongguan Linghang Electronic Materials Co., Ltd., is focusing on the industrialization of chip-level polishing liquids, which have received orders from domestic FAB manufacturers [1] Group 2 - Jintaiyang announced on September 22 that its subsidiary is actively engaged in the production of multiple types of chip-level polishing liquids [1] - The company is making strides in the semiconductor materials sector, indicating potential growth opportunities in this industry [1]

Core Viewpoint - The company Xiangrikui (300111.SZ) has announced a significant acquisition plan involving the purchase of 100% equity in Zhangzhou Xipu Materials Technology Co., Ltd. and 40% equity in Zhejiang Beid Pharmaceutical Co., Ltd. through a combination of share issuance and cash payment, leading to a stock price surge of 19.96% to 5.95 yuan [1]. Group 1: Transaction Details - The company plans to issue shares and pay cash to acquire 100% of Xipu Materials and 40% of Beid Pharmaceutical, with the overall transaction structure including both asset purchase and fundraising [1]. - The share issuance price for the acquisition is set at 2.93 yuan per share, which is not less than 80% of the average trading price over the previous 120 trading days [2]. - The company intends to raise funds through a private placement to no more than 35 specific investors, with the total amount not exceeding 100% of the transaction price for the asset purchase [2]. Group 2: Financial Performance - Xipu Materials focuses on high-end semiconductor materials, while Beid Pharmaceutical specializes in the research, manufacturing, and sales of various drugs, including anti-infectives and cardiovascular medications [4][5]. - As of December 31, 2024, Xipu Materials reported total assets of 477.93 million yuan and total liabilities of 136.05 million yuan, with a net profit of 13.87 million yuan for the year [6]. - Beid Pharmaceutical's financial data for 2023 shows a total revenue of 33.59 million yuan, with a net profit of 5.40 million yuan [6]. Group 3: Shareholder Information - The transaction involves related parties, as the controlling shareholder's spouse has interests in the companies being acquired, which constitutes a related party transaction [3]. - The controlling shareholder, Wu Jianlong, holds 28.79% of the company's shares directly and an additional 1.19% indirectly, totaling 29.98% [3]. - Wu Jianlong recently released a portion of his pledged shares, amounting to 30 million shares, which represents 2.33% of the total share capital [7].

Company Overview - Xin Heng Hui Electronic Co., Ltd. is located in Zibo High-tech Zone, Shandong Province, established on December 7, 2017, and listed on June 20, 2025 [1] - The company's main business includes smart card business (59.74% of revenue), etched lead frame business (28.34%), and IoT eSIM chip testing business (6.16%), with other revenues accounting for 5.76% [1] Stock Performance - As of September 22, the stock price of Xin Heng Hui increased by 2.00% to 85.65 CNY per share, with a trading volume of 173 million CNY and a turnover rate of 4.50%, resulting in a total market capitalization of 20.518 billion CNY [1] - Year-to-date, the stock price has risen by 103.35%, but it has decreased by 4.43% in the last five trading days and 14.94% in the last twenty days, while increasing by 44.68% over the last sixty days [1] Financial Performance - For the first half of 2025, Xin Heng Hui achieved operating revenue of 474 million CNY, representing a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2] Shareholder Information - As of June 30, the number of shareholders for Xin Heng Hui was 37,300, a decrease of 30.05% from the previous period, with an average of 1,219 circulating shares per person, an increase of 42.96% [2] Industry Classification - Xin Heng Hui belongs to the electronic industry, specifically in the semiconductor and semiconductor materials sector, and is associated with concepts such as eSIM, newly listed stocks, mid-cap stocks, integrated circuits, and chip concepts [2]

Group 1 - The company, Sunflower, has announced a non-public issuance plan to acquire 100% equity of Xipu Materials and 40% equity of Beid Pharmaceutical, which is expected to constitute a major asset restructuring for the listed company [2] - Prior to this transaction, the company's main business focused on the pharmaceutical sector, including the research, manufacturing, and sales of anti-infection, cardiovascular, and digestive system drugs [2] - Xipu Materials specializes in the research, manufacturing, and sales of high-end semiconductor materials, with products used in critical processes of semiconductor manufacturing [2] Group 2 - The acquisition is expected to enhance the asset quality of the listed company and promote its long-term development [2] - Post-transaction, the company will enter the high-end semiconductor materials sector, creating a second growth curve and accelerating its transformation towards new productive forces [2] - This move aims to add new profit growth points for the company [2]

Core Viewpoint - The company Sunflower (300111) has announced a significant asset restructuring plan involving the acquisition of 100% equity in Xipu Materials and 40% equity in Beid Pharmaceutical, aiming to enhance its asset quality and long-term development [1] Group 1: Company Overview - Sunflower's main business focuses on the pharmaceutical sector, particularly in the research, manufacturing, and sales of anti-infection, cardiovascular, and digestive system drugs [1] - Beid Pharmaceutical, a subsidiary of Sunflower, also specializes in the development, manufacturing, and sales of similar pharmaceutical products [1] Group 2: Acquisition Details - The acquisition involves issuing shares and cash payments to Shanghai Xipu and other trading parties [1] - Xipu Materials specializes in high-end semiconductor materials, including high-purity electronic special gases and silicon-based precursors, which are essential in semiconductor manufacturing processes [1] Group 3: Strategic Implications - This transaction is expected to create a second growth curve for Sunflower by entering the high-end semiconductor materials market, thus accelerating its transformation towards new productive forces and adding new profit growth points [1]

Core Viewpoint - The article discusses the acquisition of 100% equity of Zhangzhou Xipu Materials Technology Co., Ltd. by Sunflower, marking its strategic entry into the semiconductor industry after previous attempts to pivot from solar energy to pharmaceuticals and health technology [2][3]. Group 1: Company Background - Sunflower, originally Zhejiang Sunflower Solar Technology Co., Ltd., was listed in August 2010 and primarily engaged in solar cell components [2]. - The company faced performance pressures due to cyclical fluctuations in the photovoltaic industry, leading to a significant asset restructuring in 2019, where it acquired a 60% stake in Beid Pharmaceutical and gradually divested its solar assets [2]. - In March 2020, the company rebranded to Zhejiang Sunflower Health Technology Co., Ltd., focusing on the research, production, and sales of anti-infection and cardiovascular drugs [2]. Group 2: Financial Performance - In the first half of 2025, Sunflower reported approximately 144 million yuan in revenue, a year-on-year decline of 8.33%, with a net profit attributable to shareholders of only 1.16 million yuan, down 35.68% year-on-year [2]. Group 3: Acquisition Details - The acquisition target, Xipu Materials, specializes in the research, manufacturing, and sales of high-end semiconductor materials, including high-purity electronic gases and silicon-based precursors [3]. - Established in November 2020, Xipu Materials has had several key products certified by renowned wafer manufacturers, achieving international advanced technology levels [3]. - The company operates on a business model that combines customized contract manufacturing with in-house production, becoming a core supplier for multiple wafer manufacturers [3].