光刻胶颜料分散液

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实控人被留置,“光刻胶概念股”世名科技股价大跌,称“与半步堂置业没业务往来”
Hua Xia Shi Bao· 2025-08-01 09:37
7月28日,苏州世名科技股份有限公司(下称"世名科技",300522.SZ)公告称,公司近日收到实际控制 人、董事长、总裁陆勇家属通知,陆勇因江苏半步堂置业有限公司(下称"半步堂置业")相关事宜被启 东市监察委员会实施留置,"本次留置为陆勇个人事务,与公司无关"。 此事发酵后,7月29日,世名科技证券部人士告诉《华夏时报》记者,"公司与半步堂置业没业务往 来。"半步堂置业接听人员则表示"不清楚(此事)"。 尽管强调"此事不会对公司正常生产经营造成重大不利影响",但7月29日,世名科技股价盘中一度跌超 10%。截至当日收盘,股价报15.45元/股,跌7.87%。 董事长上任不到一年被留置 官网显示,世名科技成立于2001年12月,于2016年7月上市。据2024年报,公司专注于纳米着色材料 (色浆)、功能性纳米分散体、特种添加剂、电子化学品及智能调色系统等产品的研发、生产及销售, 是国内领先的纳米着色材料、功能性纳米分散体、特种添加剂供应服务商。 其中,该公司开发的光刻胶颜料分散液主要用于配制TFT-LCD显示器用彩色光刻胶,是影响TFT-LCD 显示器性能的关键原材料,约占面板成本的14%—16%,也是影响光 ...
TCL科技投资成立新显示公司
WitsView睿智显示· 2025-05-30 06:02
Core Viewpoint - The article discusses the strategic partnership between Shiming Technology and TCL Industrial Investment to establish a joint venture focused on display photolithography color paste, enhancing their competitive edge in the display materials sector [2][4]. Group 1: Joint Venture Details - Shiming Technology and TCL Industrial Investment will jointly invest in a new company named "Changshu Shihua New Materials Co., Ltd." with a registered capital of 20 million RMB, where Shiming holds 66% and TCL holds 34% [2][3]. - The joint venture will be located in Jiangsu Changshu New Materials Industrial Park and will focus on the research and sales of display photolithography color paste [2][4]. Group 2: Financial Performance - In 2024, Shiming Technology reported a revenue of 697 million RMB, a year-on-year increase of 2.3%, and a net profit attributable to shareholders of 22.62 million RMB, up 25.61% year-on-year [4]. Group 3: Investment in Beijing Dingcai - Shiming Technology announced the acquisition of approximately 1.91% of Beijing Dingcai Technology Co., Ltd. for 20.02 million RMB, aiming to enhance collaboration in the field of electronic materials [5][7]. - Beijing Dingcai specializes in OLED organic light-emitting materials and photolithography materials, with successful mass production of high-generation color photolithography and flexible AMOLED display materials [7]. Group 4: Strategic Implications - The partnership with TCL is expected to leverage TCL's resources in the display panel industry to promote the independent development of photolithography-specific nano pigment dispersion technology [4]. - The collaboration aims to create a closed-loop industry chain in the LCD display color photolithography sector, enhancing both companies' capabilities in material supply, technology development, and mass production [7].
苏州世名科技股份有限公司
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-03-30 22:45
Core Viewpoint - The company is a leading supplier in the field of nano coloring materials and functional nano dispersions, focusing on technological innovation and high-quality development to enhance market competitiveness and respond to sustainable development trends [5][6][9]. Company Overview - The company operates in the "C26 Chemical Raw Materials and Chemical Products Manufacturing" sector, specifically in fine chemicals and new materials [5][6]. - The company has established four major production bases in Jiangsu Kunshan, Jiangsu Changshu, Hunan Yueyang, and Liaoning Panjin, focusing on the research, production, and sales of various nano coloring materials and functional additives [6][10]. Industry Situation - The fine chemicals and new materials industry is a high-tech sector with significant market potential, currently experiencing a trend towards high-end, green, and independent development [6][9]. - The domestic market for commercial color paste has grown from approximately 2.41 billion yuan in 2016 to about 5.29 billion yuan in 2023, with a compound annual growth rate of 11.89% [9]. Product and Application - The company's main products include nano coloring materials, functional nano dispersions, and special additives, which are widely used in coatings, textiles, light industry, and medical protection [6][10]. - The water-based color paste is a primary coloring agent in the coatings industry, particularly in environmentally friendly water-based architectural coatings, which dominate the market [9][10]. Downstream Applications - The architectural coatings sector is a significant downstream application for the company's coloring materials, with water-based coatings accounting for about 90% of the market [9][10]. - The textile industry is another strategic core sector for the company, focusing on fiber liquid coloring technology, which promotes energy-saving and emission-reduction processes [10][11]. Financial Data and Shareholder Information - The company plans to distribute cash dividends of 0.50 yuan per share to shareholders based on a total share capital of 322,451,507 shares, amounting to a total distribution of approximately 16.12 million yuan [28]. - The company has undergone a change in controlling shareholder, with Jiangsu Fenghui New Energy Development Co., Ltd. becoming the new controlling entity [29]. Future Development - The company is actively expanding its overseas market presence, particularly in the context of the global container manufacturing market and the internationalization of the new energy vehicle industry [25]. - The company is also focusing on the development of recycled polyester (RPET) as part of its commitment to sustainable practices and reducing carbon emissions [14][15].