证券日报网讯1月29日，有研硅在互动平台回答投资者提问时表示，株式会社DGTechnologies主营业务 为刻蚀设备用部件(包括硅部件和石英部件)的研发、生产和销售，拥有成熟的部件精密加工技术和表面 处理技术。本次收购的完成，将有利于提升公司市场竞争力，主要体现在以下二个方面：一是延展产业 链，公司生产的刻蚀设备用硅材料是DGT制造刻蚀设备部件的主要原料，本次收购有助于公司延展产 业链，补齐材料加工环节，提高竞争能力，为客户提供终端产品，并提供一站式服务；同时，可以带动 公司在晶体材料方面的发展。二是获取更多全球终端客户，提升市场占有率。半导体设备行业对精密零 部件的认证门槛高、黏性强。公司将依托国内外产业技术协同，深耕国内市场，同时借助DGT在国际 市场积累的渠道优势，加速海外市场拓展。关于业绩预告事项，公司将严格遵照《上海证券交易所科创 板股票上市规则》及相关规定，审慎评估业绩情况。若触及披露标准，将及时履行信息披露义务。 ...

本报讯 2026年1月27日，有研半导体硅材料股份公司（以下简称"有研硅"）发布公告宣布已完成对日本 株式会社RS Technologies持有的株式会社DG Technologies（以下简称"DGT"）70%股权的收购。 根据此前披露，DGT主营业务为刻蚀设备用部件（包括硅部件和石英部件）的研发、生产和销售。 DGT专有技术为刻蚀材料用高品质石英与硅部件精密加工技术，该技术通过先进的机械加工设备与工 艺，对石英和硅材料进行高精度的切割、研磨、MC加工、腐蚀、抛光、清洗、封装等操作，确保石英 与硅部件的尺寸精度和表面质量。 而有研硅则主要从事半导体硅材料的研发、生产和销售，其主要产品包括半导体硅抛光片、刻蚀设备用 硅材料、半导体区熔硅单晶、半导体洁净管阀门等。 当前有研硅正积极深化市场布局，并采取"国内深耕+海外拓展"的双轮驱动战略，进一步提升市场份 额。尽管目前有研硅刻蚀设备用硅材料成品部件的业务占比相对较低，但公司预计未来该业务将逐步提 升。 据悉，有研硅刻蚀设备用硅材料目前仍以海外市场为主，海外销售额约占70%，且主要出口市场主要为 日本、韩国。此次有研硅完成对DGT的收购，未来有望进一步提升公司该业 ...

Group 1 - The core point of the article highlights the recent performance of Youyan Silicon, which saw a 5.08% increase in stock price, reaching 14.48 CNY per share, with a trading volume of 277 million CNY and a turnover rate of 1.57%, resulting in a total market capitalization of 18.104 billion CNY [1] - Youyan Semiconductor Silicon Materials Co., Ltd. is based in Beijing and was established on June 21, 2001, with its listing date on November 10, 2022. The company's main business involves the research, production, and sales of semiconductor materials [1] - The revenue composition of Youyan Silicon includes 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, 6.80% from other sources, and 2.16% from supplementary sources [1] Group 2 - From the perspective of the top ten circulating shareholders of Youyan Silicon, data shows that a fund under Southern Fund ranks among the top shareholders. The Southern CSI 1000 ETF (512100) reduced its holdings by 39,200 shares in the third quarter, now holding 3.4202 million shares, which accounts for 0.67% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 8.51%, ranking 1463 out of 5531 in its category; over the past year, returns are 44.65%, ranking 1681 out of 4215 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 7 years and 72 days, with total fund assets of 122.76 billion CNY. The best fund return during the tenure is 234.52%, while the worst return is -15.93% [2]

Core Viewpoint - The stock of Youyan Silicon has shown fluctuations with a recent increase of 2.07%, reflecting a market capitalization of 15.416 billion yuan and a trading volume of 64.6242 million yuan, indicating active investor interest in the semiconductor materials sector [1] Group 1: Stock Performance - As of December 22, Youyan Silicon's stock price is 12.33 yuan per share, with a year-to-date increase of 9.70% [1] - Over the past five trading days, the stock has decreased by 1.28%, while it has seen a slight increase of 0.08% over the last 20 days and 0.98% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Youyan Silicon reported a revenue of 747 million yuan, representing a year-on-year decrease of 3.43% [2] - The net profit attributable to shareholders for the same period was 156 million yuan, down 19.81% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Youyan Silicon increased by 7.44% to 22,000, while the average number of tradable shares per person decreased by 6.93% to 23,057 shares [2] - The company has distributed a total of 162 million yuan in dividends since its A-share listing [3] Group 4: Institutional Holdings - Among the top ten circulating shareholders, the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF holds 8.4725 million shares, a decrease of 381,800 shares from the previous period [3] - New institutional shareholders include Hong Kong Central Clearing Limited with 7.3279 million shares and Guotai Junan's ETF with 3.9176 million shares [3]

Core Viewpoint - The stock of Youyan Silicon has experienced fluctuations, with a recent decline of 2.17% on November 17, 2023, and a year-to-date increase of 20.28% [1] Financial Performance - For the period from January to September 2025, Youyan Silicon reported revenue of 747 million yuan, a year-on-year decrease of 3.43%, and a net profit attributable to shareholders of 156 million yuan, down 19.81% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 162 million yuan [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Youyan Silicon increased by 7.44% to 22,000, while the average circulating shares per person decreased by 6.93% to 23,057 shares [2] - The top ten circulating shareholders include notable entities such as the Harvest SSE STAR Chip ETF and Hong Kong Central Clearing Limited, with some new entrants and reductions in holdings among existing shareholders [3] Stock Performance - As of November 17, 2023, Youyan Silicon's stock price was 13.52 yuan per share, with a market capitalization of 16.868 billion yuan [1] - The stock has shown a 1.02% decline over the last five trading days, a 9.39% increase over the last 20 days, and an 11.09% increase over the last 60 days [1] Business Overview - Youyan Silicon, established on June 21, 2001, and listed on November 10, 2022, specializes in the research, production, and sales of semiconductor materials [1] - The company's main revenue sources include semiconductor silicon wafers (61.48%), silicon materials for etching equipment (29.55%), and other segments [1] Industry Classification - Youyan Silicon is classified under the electronic-semiconductor-semiconductor materials sector and is part of various concept sectors including mid-cap, margin trading, and specialized innovation [1]

Group 1 - The core point of the article highlights the recent performance of Youyan Silicon, which saw a 5.94% increase in stock price, reaching 13.91 CNY per share, with a trading volume of 1.05 billion CNY and a turnover rate of 1.54%, resulting in a total market capitalization of 17.354 billion CNY [1] - Youyan Semiconductor Silicon Materials Co., Ltd. was established on June 21, 2001, and went public on November 10, 2022. The company specializes in the research, production, and sales of semiconductor materials [1] - The main revenue composition of Youyan Silicon includes 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, 6.80% from other sources, and 2.16% from supplementary sources [1] Group 2 - From the perspective of the top ten circulating shareholders of Youyan Silicon, a fund under Southern Fund is among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 39,200 shares in the third quarter, now holding 3.4202 million shares, which accounts for 0.67% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 28.25%, ranking 2030 out of 4216 in its category; the one-year return is 21.51%, ranking 2068 out of 3913; and since inception, the return is 13.49% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 2 days, managing total assets of 122.76 billion CNY, with the best fund return during the tenure being 167.82% and the worst being -15.93% [2]

Group 1 - The core viewpoint of the news is that Youyan Silicon has experienced a stock price increase of 5.15%, reaching 13.47 CNY per share, with a trading volume of 172 million CNY and a turnover rate of 2.61%, resulting in a total market capitalization of 16.805 billion CNY [1] - Youyan Semiconductor Silicon Materials Co., Ltd. is located in Xicheng District, Beijing, and was established on June 21, 2001, with its listing date on November 10, 2022. The company's main business involves the research, production, and sales of semiconductor materials [1] - The revenue composition of Youyan Silicon's main business includes 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, 6.80% from other sources, and 2.16% from supplementary sources [1] Group 2 - From the perspective of Youyan Silicon's top ten circulating shareholders, a fund under Southern Fund ranks among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 39,200 shares in the third quarter, now holding 3.4202 million shares, which accounts for 0.67% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 27.12%, ranking 2130 out of 4216 in its category; the one-year return is 25.9%, ranking 2007 out of 3889; and since inception, the return is 12.5% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 6 years and 360 days, managing total fund assets of 122.76 billion CNY, with the best fund return during the tenure being 182.39% and the worst being -15.93% [2]

Core Viewpoint - The financial performance of Youyan Silicon in the first three quarters of 2025 shows a decline in both revenue and net profit compared to the previous year, indicating potential challenges in the semiconductor materials sector [1][2]. Financial Performance - The company's revenue for the first three quarters of 2025 was 747 million yuan, a year-on-year decrease of 3.43% [1]. - The net profit attributable to shareholders was 156 million yuan, down 19.81% year-on-year [1]. - The non-recurring net profit was approximately 99.18 million yuan, reflecting a 31.16% decline compared to the previous year [1]. - Basic earnings per share stood at 0.13 yuan [1]. Profitability Metrics - The gross profit margin for the first three quarters was 38.51%, an increase of 1.94 percentage points year-on-year [2]. - The net profit margin was 24.63%, a decrease of 4.15 percentage points compared to the same period last year [2]. - In Q3 2025, the gross profit margin was 35.69%, down 4.22 percentage points year-on-year and down 5.54 percentage points quarter-on-quarter [2]. - The net profit margin for Q3 was 22.97%, a decline of 4.92 percentage points year-on-year and a decrease of 2.79 percentage points from the previous quarter [2]. Expense Analysis - Total operating expenses for the period were 108 million yuan, an increase of 27.78 million yuan year-on-year [2]. - The expense ratio was 14.50%, up 4.09 percentage points from the same period last year [2]. - Sales expenses increased by 13.60%, management expenses rose by 33.82%, R&D expenses grew by 18.52%, and financial expenses surged by 51.31% [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 22,000, an increase of 1,525 or 7.44% from the end of the previous half [2]. - The average market value of shares held per shareholder increased from 672,300 yuan to 773,600 yuan, a growth of 15.08% [2]. Company Overview - Youyan Semiconductor Silicon Materials Co., Ltd. was established on June 21, 2001, and went public on November 10, 2022 [3]. - The company's main business involves the R&D, production, and sales of semiconductor materials, with revenue composition as follows: 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, and 6.80% from other sources [3]. - The company is categorized under the electronic-semiconductor-semiconductor materials industry and is associated with concepts such as SMIC, integrated circuits, and specialized new enterprises [3].

Core Viewpoint - The company Youyan Silicon has experienced a decline in stock price and trading volume, indicating potential challenges in its financial performance and market sentiment [1][2]. Financial Performance - As of June 30, Youyan Silicon reported a revenue of 491 million yuan, a year-on-year decrease of 3.20%, and a net profit attributable to shareholders of 106 million yuan, down 18.74% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 162 million yuan [3]. Shareholder and Market Activity - As of October 10, Youyan Silicon's stock price fell by 4.72%, with a trading volume of 248 million yuan [1]. - The company had a net financing outflow of 10.54 million yuan on October 10, with a total financing balance of 190 million yuan, representing 2.81% of its market capitalization [1]. - The number of shareholders decreased by 8.25% to 20,500, while the average circulating shares per person increased by 9.00% to 24,773 shares [2]. Institutional Holdings - As of June 30, 2025, major institutional shareholders include: - Harvest CSI Science and Technology Innovation Board Chip ETF, holding 8.85 million shares, an increase of 798,000 shares from the previous period [3]. - Southern CSI 1000 ETF, holding 3.46 million shares, an increase of 662,000 shares [3]. - Bosera CSI Science and Technology Innovation Board 100 ETF Link A, holding 2.66 million shares, a decrease of 146,800 shares [3].

Core Viewpoint - The stock of Youyan Silicon has experienced a decline of 5.08%, currently trading at 13.26 CNY per share, with a total market capitalization of 16.543 billion CNY [1] Group 1: Company Overview - Youyan Semiconductor Silicon Materials Co., Ltd. was established on June 21, 2001, and listed on November 10, 2022 [1] - The company specializes in the research, production, and sales of semiconductor materials [1] - The revenue composition of the company includes: 61.48% from semiconductor silicon wafers, 29.55% from silicon materials for etching equipment, 6.80% from other sources, and 2.16% from supplementary sources [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Youyan Silicon, the Jiashi Fund holds a significant position with its Jiashi Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF (588200) increasing its holdings by 798,000 shares to a total of 8.8543 million shares, representing 1.74% of the circulating shares [2] - The Jiashi Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF (588200) was established on September 30, 2022, with a latest scale of 27.806 billion CNY [2] - The fund has achieved a year-to-date return of 80.31%, ranking 99 out of 4220 in its category, and a one-year return of 85.94%, ranking 43 out of 3852 [2]