12月31日，德邦科技跌1.09%，成交额1.09亿元。两融数据显示，当日德邦科技获融资买入额1406.46万 元，融资偿还1658.89万元，融资净买入-252.43万元。截至12月31日，德邦科技融资融券余额合计3.14 亿元。 截至9月30日，德邦科技股东户数1.17万，较上期增加10.30%；人均流通股12171股，较上期增加 45.20%。2025年1月-9月，德邦科技实现营业收入10.90亿元，同比增长39.01%；归母净利润6974.87万 元，同比增长15.39%。 分红方面，德邦科技A股上市后累计派现1.27亿元。 机构持仓方面，截止2025年9月30日，德邦科技十大流通股东中，香港中央结算有限公司、广发电子信 息传媒股票A（005310）退出十大流通股东之列。 责任编辑：小浪快报 融资方面，德邦科技当日融资买入1406.46万元。当前融资余额3.14亿元，占流通市值的4.58%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，德邦科技12月31日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量6626.00股，融券余额31.97万元，超过 ...

Core Viewpoint - Wuxi Chuangda New Materials Co., Ltd. is set to undergo a listing review on December 18, 2025, after experiencing significant scrutiny regarding its performance and gross margin changes compared to peers in the electronic packaging materials industry [2][3]. Financial Performance - The company reported revenues of 311 million yuan, 345 million yuan, 419 million yuan, and 211 million yuan for the years 2022, 2023, 2024, and the first half of 2025, respectively, with net profits of 22.55 million yuan, 51.37 million yuan, 61.20 million yuan, and 33.32 million yuan [3][4]. - In 2023, the company achieved a revenue growth rate of 10.76% and a net profit growth rate of 127.83%, indicating a significant divergence in growth compared to its peers [3][4]. Gross Margin Analysis - Chuangda's gross margin increased from 24.80% in 2022 to 31.47% in 2023, surpassing the average gross margins of comparable companies [4][10]. - The company attributed its gross margin improvement to product structure optimization and a decrease in raw material prices, with a notable 25.53% drop in average procurement prices for epoxy resin in 2023 [12][13]. Accounts Receivable Concerns - The company's accounts receivable balance has been substantial, reaching 1.72 billion yuan at the end of 2022, which constituted approximately 55.13% of its revenue, although this ratio decreased to 49.98% by 2024 [6][9]. - As of July 31, 2025, over 18 million yuan was set aside as bad debt provisions, raising concerns about the collectability of these receivables [9][10]. Competitive Landscape - Chuangda's gross margin performance in 2023 was in stark contrast to its peers, with competitors like Huahai Chengke and Kaihua Materials experiencing negative revenue and profit growth [4][5]. - The company operates in a competitive market where domestic epoxy packaging materials account for only about 30% of the market, with high-end products largely dominated by foreign brands [14]. IPO Plans - Chuangda plans to raise 300 million yuan through its IPO, with 200 million yuan allocated for production line construction and 37 million yuan for R&D center development [15].

无锡创达新材料股份有限公司成立于2003年，总部位于江苏无锡，是一家专注于高性能热固性复合材料研发、生产和销售的高新技术企业，至今已有二十 多年历史。。公司主要产品包括环氧模塑料、液态环氧封装料、有机硅胶、酚醛模塑料和导电银胶等电子封装材料，广泛应用于半导体、汽车电子等领 域。 粘接资讯消息，12月11日，北京证券交易所上市委员会定于2025年12月18日上午9时召开2025年第44次审议会议，审议的发行人是无锡创达新材料股份有 限公司（简称"创达新材"）。 创达新材拟募集资金30,000.00万元，分别用于年产12000吨半导体封装用关键配套材料生产线建设项目、研发中心建设项目、补充流动资金。 公司主营业务为高性能热固性复合材料的研发、生产和销售，公司的控股股东是张俊、锡新投资、陆南平、绵阳惠力，实际控制人是张俊、陆南平。 创达新材的保荐机构是申万宏源证券承销保荐有限责任公司，保荐代表人是康杰、周毅。 关于创达新材 1、论坛主题：深入推动半导体、传感器、机器人等 新兴高端电子用胶产业高质高效发展 2、论坛时间：2026年1月7日-8日（6日下午预签到） 3、论坛地点：中国•深圳（具体论坛酒店及地址报名后告知 ...

Core Viewpoint - Debang Technology (SH 688035) announced that as of December 15, 2025, its major shareholder, Zhoushan Taizhong Venture Capital Partnership, holds approximately 8.56 million shares, accounting for 6.01% of the total share capital [1] Group 1: Shareholding and Pledge Information - Zhoushan Taizhong pledged 6.7 million shares, which represents 78.31% of its total holdings and 4.71% of the company's total share capital [1] - After this pledge, the cumulative pledged shares amount to 6.7 million, maintaining the same percentages as above [1] Group 2: Financial Performance - For the year 2024, Debang Technology's revenue composition is as follows: electronic packaging materials account for 99.85%, while other businesses contribute 0.15% [1] - The current market capitalization of Debang Technology is 6.9 billion yuan [1]

Group 1 - The core point of the news is that Huahai Chengke's stock price has dropped by 5.02%, currently trading at 98.45 CNY per share, with a total market capitalization of 8.506 billion CNY [1] - Huahai Chengke, established on December 17, 2010, specializes in the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, and rare earth permanent magnet motors, among others [1] - The company's main business revenue composition includes epoxy encapsulation materials at 92.80%, adhesives at 6.23%, and other products at 0.98% [1] Group 2 - From the perspective of major fund holdings, Jin Xin Fund has one fund heavily invested in Huahai Chengke, specifically the Jin Xin Minchang Mixed A fund, which holds 29,300 shares, unchanged from the previous period, accounting for 4.29% of the fund's net value [2] - The Jin Xin Minchang Mixed A fund has a total scale of 40.1871 million CNY and has achieved a year-to-date return of 27.29%, ranking 3029 out of 8122 in its category [2] - The fund has a one-year return of 32.28%, ranking 2105 out of 8056, and a cumulative return since inception of 58.31% [2]

Core Insights - The stock of Huahai Chengke increased by 3.29% on November 27, with a trading volume of 355 million yuan [1] - The company reported a financing buy-in of 38.92 million yuan and a net financing buy of 816,700 yuan on the same day [1][2] - As of September 30, the company achieved a revenue of 279 million yuan, a year-on-year increase of 16.52%, but the net profit attributable to shareholders decreased by 42.58% to 20.05 million yuan [2] Financing and Margin Trading - On November 27, Huahai Chengke's financing balance reached 485 million yuan, accounting for 9.73% of its market capitalization, which is above the 80th percentile of the past year [1] - The company had no short selling on November 27, with a short selling balance of 20,900 yuan and a remaining short selling volume of 2,200 shares, also above the 70th percentile of the past year [1] Shareholder and Institutional Holdings - As of September 30, the number of shareholders increased by 31.48% to 12,900, while the average circulating shares per person decreased by 23.95% to 4,068 shares [2] - The company has distributed a total of 64.48 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, the Jiashi Competitive Advantage Selected Mixed Fund A is the eighth largest shareholder, holding 813,900 shares as a new investor [3]

11月27日，华海诚科涨5.02%，截至发稿，报96.60元/股，成交1.76亿元，换手率3.55%，总市值83.46亿 元。华海诚科股价已经连续3天上涨，区间累计涨幅5.88%。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从华海诚科十大流通股东角度 数据显示，嘉实基金旗下1只基金位居华海诚科十大流通股东。嘉实竞争力优选混合A（010437）三季 度新进十大流通股东，持有股数81.39万股，占流通股的比例为1.55%。根据测算，今日浮盈赚取约 376.04万元。连续3天上涨期间浮盈赚取415.93万元。 嘉实竞争力优选混合A（010437）成立日期2021年2月24日，最新规模29.99亿。今年以来收益47.05%， 同类排名881/8130；近一年收益50.58%，同类排名796/8054；成立以来亏损2 ...

Group 1 - The core point of the article is that Debang Technology has completed a share reduction plan, with the National Integrated Circuit Fund reducing its stake by 2,844,800 shares, representing 2% of the company's total share capital [1] - As of November 26, 2025, the share reduction was executed through centralized bidding and block trading methods [1] - Debang Technology's revenue composition for the year 2024 indicates that electronic packaging materials account for 99.85% of total revenue, while other businesses contribute only 0.15% [1] Group 2 - The current market capitalization of Debang Technology is reported to be 6.4 billion yuan [2]

Group 1 - The core viewpoint of the news is that Huahai Chengke's stock price increased by 5.75%, reaching 111.03 CNY per share, with a trading volume of 220 million CNY and a turnover rate of 3.98%, resulting in a total market capitalization of 8.96 billion CNY [1] - Huahai Chengke, established on December 17, 2010, and listed on April 4, 2023, is located in Lianyungang, Jiangsu Province. The company specializes in the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors, and LED brackets [1] - The main business revenue composition of Huahai Chengke includes epoxy encapsulation materials at 92.80%, adhesives at 6.23%, and other products at 0.98% [1] Group 2 - Among the top ten circulating shareholders of Huahai Chengke, a fund under Jiashi Fund ranks first. Jiashi Competitive Advantage Mixed A (010437) entered the top ten circulating shareholders in the third quarter, holding 813,900 shares, which accounts for 1.55% of the circulating shares. The estimated floating profit today is approximately 4.9163 million CNY [2] - Jiashi Competitive Advantage Mixed A (010437) was established on February 24, 2021, with a latest scale of 2.999 billion CNY. Year-to-date returns are 56.21%, ranking 619 out of 8147 in its category; the one-year return is 45.99%, ranking 621 out of 8056; and since inception, it has a loss of 24.74% [2] Group 3 - The fund manager of Jiashi Competitive Advantage Mixed A (010437) is Yang Huan, who has a cumulative tenure of 10 years and 150 days. The current total asset scale of the fund is 4.197 billion CNY, with the best fund return during the tenure being 189.6% and the worst being -40.97% [3]

Core Viewpoint - Huahai Chengke's stock price dropped by 5.01% to 95.00 CNY per share, with a trading volume of 153 million CNY and a turnover rate of 3.01%, resulting in a total market capitalization of 7.666 billion CNY [1] Company Overview - Jiangsu Huahai Chengke New Materials Co., Ltd. was established on December 17, 2010, and went public on April 4, 2023. The company is located in Lianyungang Economic and Technological Development Zone, Jiangsu Province [1] - The main business involves the research, production, and sales of electronic packaging materials for semiconductor devices, special devices, integrated circuits, rare earth permanent magnet motors without iron cores, and LED brackets. The revenue composition is as follows: epoxy encapsulation materials 92.80%, adhesives 6.23%, and others 0.98% [1] Shareholder Information - Among the top ten circulating shareholders of Huahai Chengke, one fund from Jiashi Fund ranks as a significant shareholder. Jiashi Competitiveness Preferred Mixed A (010437) entered the top ten circulating shareholders in the third quarter, holding 813,900 shares, which accounts for 1.55% of the circulating shares. The estimated floating loss today is approximately 4.078 million CNY [2] - Jiashi Competitiveness Preferred Mixed A (010437) was established on February 24, 2021, with a latest scale of 2.999 billion CNY. Year-to-date returns are 55.69%, ranking 581 out of 8,150 in its category; the one-year return is 53.99%, ranking 596 out of 8,043; and since inception, it has a loss of 24.99% [2]