长江商报消息 ●长江商报记者 徐佳 国内首家上市的专业湿电子化学品企业江化微（603078.SH）即将迎来上海国资入主。 1月19日晚间，江化微披露股东权益变动，公司控股股东淄博星恒途松控股有限公司（以下简称"淄博星恒途松"） 拟将其持有的公司9238.23万股，作价18.48亿元转让给上海福迅科技有限公司（以下简称"上海福迅科技"），锁定 期达60个月。 本次股份转让完成后，江化微的控股股东将由淄博星恒途松变更为上海福迅科技，实际控制人将由淄博市财政局 变更为上海市国资委。 长江商报记者注意到，为维持控制权及管理权稳定，上海国资将锁定期设定为60个月，且江化微董事长兼总经理 殷福华承诺五年内不得从江化微主动离职。 披露易主消息之后，1月20日，江化微股价一字涨停，报收23.56元/股，涨幅9.99%。2026年以来，江化微股价累 计上涨近32%。 上海福迅科技方面表示，其将充分发挥产业协同，为上市公司业务发展赋能，进一步增强上市公司产业竞争力与 盈利能力，提升上市公司价值。 拟易主上海国资 根据交易方案，江化微的控股股东淄博星恒途松拟将其持有的公司股票9238.23万股，转让给上海福迅科技，转让 价格为20 ...

Core Viewpoint - Jianghuai Microelectronics (江化微) is facing a potential change in control as its major shareholder, Zibo Xingheng Tusheng, is planning a significant matter that may lead to a shift in the company's control structure [2][10]. Group 1: Company Overview - Jianghuai Microelectronics specializes in ultra-pure wet electronic chemicals and is a leading player in this sector, providing essential materials for the production of display panels, semiconductors, and solar cells [3][11]. - The company has three production bases with a total capacity of 405,000 tons per year, of which 235,000 tons are already built. The bases are located in Jiangyin (90,000 tons/year), Zhenjiang (228,000 tons/year), and Sichuan (87,000 tons/year) [3][11]. Group 2: Shareholder and Control Structure - The actual controller of Jianghuai Microelectronics is the Zibo Municipal Finance Bureau, which took over from the company's core founder, Yin Fuhua, through share transfers and private placements between 2021 and 2022. Zibo Xingheng Tusheng currently holds 23.96% of the company's shares, valued at approximately 2 billion yuan based on a market capitalization of around 8.3 billion yuan as of January 12 [4][12]. - Yin Fuhua retains the positions of Chairman and General Manager to ensure operational stability, and there has been a recent board restructuring [4][12]. Group 3: Performance Metrics - Since the Zibo Municipal Finance Bureau's takeover, Jianghuai Microelectronics has shown stable performance, with revenue and net profit projected to remain around 1 billion yuan and 100 million yuan, respectively, from 2022 to 2024. In the first three quarters of 2025, the company reported revenue of 910 million yuan, a year-on-year increase of 10.92%, while net profit was 78.78 million yuan, a decrease of 8.66% [5][13]. - The company's stock price has seen a cumulative decline of over 19% from 2022 until now, but it has rebounded with a rise of approximately 20% since the beginning of 2026, culminating in a trading halt on January 12 due to the control change announcement [7][16].