IPO Review and Registration Progress - Two companies, Weite Environment and Yatu High-tech, successfully passed the IPO review and plan to list on the Beijing Stock Exchange [2] - Weite Environment focuses on water resource pipeline leakage control technology consulting and construction, with projected revenues of 303 million yuan, 293 million yuan, and 329 million yuan from 2022 to 2024 [2] - Yatu High-tech specializes in high-performance industrial coatings, with revenues expected to grow from 557 million yuan in 2022 to 742 million yuan in 2024 [3] - Three companies, Yuanchuang Co., New Guangyi, and Youxun Co., are scheduled for IPO review this week [4] - Yuanchuang Co. has experienced revenue fluctuations, with 2023 revenue at 1.141 billion yuan, down 9.45% year-on-year [4] - New Guangyi's revenue is projected to increase from 455 million yuan in 2022 to 657 million yuan in 2024, with a high customer concentration [5][6] - Youxun Co. focuses on optical communication chips, with 2025 revenue expected to be 238 million yuan [6] New Stock Listings and Subscription Dynamics - Two new stocks were listed last week, with Sanxie Electric's share price increasing by 785.62% on its debut [9] - Sanxie Electric specializes in control motors, reporting a revenue of 256 million yuan for the first half of 2025 [9] - Aifenda, which focuses on electric towel racks, saw its share price rise by 170.03% on its first day of trading, with a revenue of 505 million yuan for the first half of 2025 [10] - This week, five new stocks are scheduled for subscription, including Jinhua New Materials with an issue price of 18.15 yuan per share [11] - Jinhua New Materials specializes in ketoxime fine chemicals, with a revenue of 571 million yuan in the first half of 2025 [12] - Yunhan Chip City, focusing on electronic components distribution, reported a revenue of 1.44 billion yuan in the first half of 2025 [12]

Core Viewpoint - The article highlights significant advancements in the domestic photolithography material industry, particularly in EUV and KrF/ArF photoresists, which have historically relied on imports. Recent developments indicate a shift towards self-sufficiency and innovation in this critical sector [2][3][4]. Group 1: Technological Advancements - Tsinghua University's research team has developed a new type of EUV photoresist based on poly-telomer, significantly improving EUV absorption efficiency and meeting stringent requirements for ideal photoresists, providing new solutions for global EUV lithography technology [3]. - The first domestic 100-ton semiconductor KrF photoresist resin production line has been established by Aiyishikong, with plans to gradually expand production capacity to 200-300 tons annually over the next five years [4]. - Hangzhou Hanya Microelectronics has invested 10.15 million yuan to build a new high-end photoresist material production line, achieving initial acceptance for 2.62 tons of high-end photoresist materials [5]. Group 2: Market Developments - Several companies, including Taihe Technology and Jingrui Electric Materials, have reported small-scale sales of their photoresist products, indicating a growing market presence [6]. - Xiamen Hengkang New Materials Technology Co., Ltd. has successfully passed the IPO review, which will enable it to raise 1.007 billion yuan for projects related to advanced materials for integrated circuits, including 500 tons of KrF/ArF photoresists [7][10]. Group 3: Industry Growth Projections - According to Frost & Sullivan, the domestic market for lithography materials is expected to grow to 31.92 billion yuan by 2028, with a compound annual growth rate (CAGR) of 21.2% [16]. - In 2024, Hengkang New Materials is projected to achieve a sales scale of 23.24 million yuan for SOC, with an expected market share exceeding 10% [17]. Group 4: Financial Performance - Hengkang New Materials reported revenues of approximately 322 million yuan, 368 million yuan, and 548 million yuan for the years 2022, 2023, and 2024, respectively, with a notable increase in sales from self-produced products [20]. - The company's self-produced product sales accounted for 63.77% of its main business revenue in 2024, reflecting a significant shift towards domestic production [22].

IPO动态 A股 7月28日，长江能科在北交所上会，顺利过会。 7月31日，德力佳在上交所上会，顺利过会。 新股上市： 本周共有两只新股上市。 在北交所上市。 新股申购： 7月30日，悍高集团(001221)在深交所主板上市；7月29日，鼎佳精密(920005) 本周共三只新股进行申购。 7月28日，天富龙(603406) 将在上交所主板进行申购；7月29日，酉立智能(920007)在北交所进行申购； 8月1日，广东建科(301632)将在创业板进行申购。 港股 7月29日，问止中医、正品控股向港交所递交招股书。 7月30日，云天励飞、欣旺达向港交所递交招股书；天岳先进通过港交所聆讯。 3.请发行人代表说明长期定期存款收益率高于银行借款利率的合理性，长期定期存款是否存在使用受限 的情况，是否存在理财风险。请保荐代表人发表明确意见。（消费者日报网） Figma成美股年内最大IPO，市值超4000亿人民币 美东时间7 月 31 日，协作设计平台Figma正式在纽约证券交易所上市，成为今年迄今美股最大IPO项 目。 7月31日，创新国际、旺山旺水向港交所递交招股书；银诺医药通过港交所聆讯。 热点追踪 恒坤新材IPO ...

IPO Review and Registration Progress - Two companies faced IPO review last week, with TaiKaiYing passing and HengKun New Materials' review being postponed [2] - TaiKaiYing focuses on the global mining and construction tire market, with approximately 70% of its sales coming from overseas [2] - HengKun New Materials reported a revenue of 548 million yuan in 2024, a year-on-year increase of 49.01% [3] Upcoming IPOs - This week, two companies, Changjiang Nengke and DeLiJia, are scheduled for IPO reviews, aiming to raise 10.07 billion yuan and 18.81 billion yuan respectively [4][6] - Changjiang Nengke's revenue for 2024 is projected at 314 million yuan, a decline of 9.77% year-on-year [4] - DeLiJia specializes in high-speed heavy-duty precision gear transmission products, with a revenue of 3.715 billion yuan in 2024 [5] New Stock Listings - Two new stocks, Shanda Electric and Jiyuan Group, were listed last week, with Shanda Electric's stock price increasing by 356% on its first day [8] - Shanda Electric reported revenues of 478 million yuan, 549 million yuan, and 658 million yuan from 2022 to 2024 [8] - Jiyuan Group's revenue for the same period was 947 million yuan, 892 million yuan, and 1 billion yuan [9] New Stock Subscription and Issuance - Three new stocks are available for subscription this week, including Tianfu Long and Youli Intelligent [10] - Tianfu Long's projected revenue for 2024 is 3.841 billion yuan, while Youli Intelligent expects a revenue of 462 million to 482 million yuan in the first half of 2025 [11] Policy and Regulatory Developments - The China Securities Regulatory Commission (CSRC) emphasizes enhancing the investment value of listed companies and preventing financial fraud [13] - CSRC plans to strictly limit significant adverse impacts from industry competition on listed companies [14]

Core Viewpoint - The 2025 TrendBank Lithography Industry Conference aims to address the challenges and advancements in lithography technology, materials, and equipment, focusing on enhancing domestic capabilities and self-sufficiency in the semiconductor industry [42][41]. Group 1: Conference Overview - The conference will take place on July 9-10, 2025, at the Sheraton Hotel in Hefei, Anhui [36]. - It will feature over 20 speakers from the lithography industry, covering advanced lithography technologies, photoresists, and wet electronic chemicals [33]. - The event aims to foster collaboration between academia, research institutions, and industry to accelerate technological innovation and enhance the competitiveness of the lithography sector [41][32]. Group 2: Key Topics and Challenges - The conference will discuss the current state and technological bottlenecks of domestic photoresists and wet electronic chemicals, emphasizing the need for innovation to improve self-sufficiency [32][40]. - Challenges in the lithography industry include low domestic self-sufficiency rates for high-end photoresists, reliance on imports for certain high-purity chemicals, and difficulties in the precision manufacturing of masks [40][41]. - The event will also explore the critical issues surrounding the localization of lithography equipment, particularly the high-end EUV lithography machines, which are currently dominated by foreign manufacturers [40][41]. Group 3: Featured Speakers and Sessions - Tang Hongying, head of the Semiconductor Division at Tianjin Jiu Ri New Materials Co., will present on the theme of "Domestic Photoresist Localization - Jiu Ri's Progress" [2][4]. - The conference will include specialized forums on advanced lithography technologies, photoresists, and materials and equipment, providing a comprehensive overview of the industry [32][33]. - Notable sessions will cover topics such as the development trends of advanced packaging materials and the characterization of IC photoresists [19][25].

Core Viewpoint - The 2025 TrendBank Photoresist Materials Industry Conference will focus on the collaboration between industry, academia, and research to promote the development of the photoresist materials sector, amidst increasing global competition and technological innovation in the semiconductor industry [4][6]. Group 1: Conference Background - The photoresist materials market is experiencing intensified global competition, accelerated technological innovation, and rising barriers to technology protection as of 2025 [4]. - The demand for high-performance and high-precision manufacturing processes in the semiconductor chip industry is driving the need for advancements in photoresist materials [4]. - The international landscape is marked by a blend of cooperation and competition, presenting both significant opportunities and challenges for the photoresist materials industry [4]. Group 2: Industry Development - The growth of China's photoresist materials market is not only a trend but also a crucial element for achieving breakthroughs in cutting-edge technology at the national level [5]. - Various supportive policies have been introduced at both national and provincial levels to create a favorable environment for the development of photoresist materials and related industries [5]. - Companies in the photoresist materials supply chain should seize the opportunity to strengthen their capabilities and pursue a "win-win" strategy across the industry [5]. Group 3: Conference Details - The 2025 TrendBank Photoresist Materials Industry Conference will be held on July 9-10, 2025, in Hefei, Anhui, with a focus on "collaboration between industry, academia, and research to support industry development" [6]. - The conference will cover discussions on semiconductor, display, and packaging photoresists, as well as wet electronic chemicals and specialty gases, addressing technological breakthroughs and application trends [6][9]. - The event will feature over 20 industry chain guest speakers, academic discussions, and a combination of conference and exhibition formats to foster industry interaction and supply chain connections [8][9].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 2025势银光刻材料产业大会 将于 7月8日-10日 在安徽·合肥举办。 添加文末微信，加 光刻胶 群 会议背景 步入 2025年 ， 光刻材料市场呈现出全球竞争日益白热化、技术创新 步伐 加速和技术 保护 壁 垒 攀升 等 特征 。随着全球科技竞争 态势 加剧，特别是半导体芯片产业对高性能、高精度制造 工艺的需求日益增长 。 势银（ TrendBank） 测算 ， 2023年中国大陆显示光刻胶市场达99.42亿元；半导体光刻胶市场 规模为 34.46亿元。同时在未来几年内，随着显示面板大尺寸化以及AI、HPC需求增长；预计中 国大陆光刻胶市场规模未来几年内将保持增长态势。 近年来， 艾森股份计划收购棓诺新材、完成对 INOFINE 80% 股权的收购，加速国际化进程。 产能来看： 威迈芯材位于合肥的量产工厂正式开业； 八亿时空 上海研发中心的KrF用树脂已达 百公斤级量产 ； 鼎龙股份二期 KrF/ArF 晶圆光刻胶量产线建设稳步推进。 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 ...