证券日报网1月8日讯，恒坤新材在接受调研者提问时表示，1.初创期(2004-2014年)：初期经营传统业 务，受市场竞争影响促进公司战略转型；2.转型期(2015-2019年)：战略转型初见成效，2017年公司引进 光刻材料与前驱体材料陆续通过客户验证并实现销售，销售先行提升研发信心；3.突破期(2020年至 今)：2020年至今自研产品全面突破，同年漳州光刻材料工厂投产；2021年大连前驱体材料工厂投产， 合肥工厂已具备部分投产条件；2023年承接多项国家专项，部分已结案，部分仍在推进中；2025年及未 来将通过募投项目实施，实现KrF/ArF光刻胶及其他光刻材料年产500吨的生产能力。未来，公司要采 用"自主研发+合作研发+技术引进"模式来推进上游原材料国产化。 ...

资料显示，厦门恒坤新材料科技股份有限公司位于福建省厦门市海沧区海沧大道567号厦门中心E座， 成立日期2004年12月10日，上市日期2025年11月18日，公司主营业务涉及光刻材料和前驱体材料的研 发、生产和销售。主营业务收入构成为：自产光刻材料74.50%，自产前驱体材料10.36%，引进前驱体 材料3.62%，引进其他3.47%，引进光刻材料3.33%，引进特气2.61%，其他(补充)2.10%。 1月8日，恒坤新材盘中下跌2.01%，截至09:45，报60.81元/股，成交3.60亿元，换手率11.61%，总市值 273.23亿元。 资金流向方面，主力资金净流出2616.01万元，特大单买入3978.59万元，占比11.06%，卖出5392.51万 元，占比15.00%；大单买入1.08亿元，占比30.17%，卖出1.21亿元，占比33.52%。 恒坤新材今年以来股价涨27.30%，近5个交易日涨26.95%，近20日涨32.48%。 今年以来恒坤新材已经1次登上龙虎榜，最近一次登上龙虎榜为1月7日，当日龙虎榜净买入1200.59万 元；买入总计1.77亿元 ，占总成交额比14.45%；卖出总计1.6 ...

融券方面，恒坤新材1月7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0.00股，融券余额0.00元。 资料显示，厦门恒坤新材料科技股份有限公司位于福建省厦门市海沧区海沧大道567号厦门中心E座， 成立日期2004年12月10日，上市日期2025年11月18日，公司主营业务涉及光刻材料和前驱体材料的研 发、生产和销售。主营业务收入构成为：自产光刻材料74.50%，自产前驱体材料10.36%，引进前驱体 材料3.62%，引进其他3.47%，引进光刻材料3.33%，引进特气2.61%，其他(补充)2.10%。 截至11月18日，恒坤新材股东户数3.77万，较上期增加94110.00%；人均流通股1333股，较上期减少 99.85%。2025年1月-9月，恒坤新材实现营业收入4.86亿元，同比增长24.11%；归母净利润7390.67万 元，同比增长5.50%。 1月7日，恒坤新材涨19.99%，成交额12.22亿元。两融数据显示，当日恒坤新材获融资买入额1.41亿 元，融资偿还1.47亿元，融资净买入-600.68万元。截至1月7日，恒坤新材融资融券余额合计2.22亿元 ...

Group 1 - The core viewpoint of the news is that Zhongjuxin's stock has been on a continuous rise, with a 6-day increase of 6.12%, and the current stock price is 9.37 CNY per share, with a market capitalization of 13.842 billion CNY [1] - Zhongjuxin Technology Co., Ltd. was established on December 25, 2017, and went public on September 8, 2023. The company specializes in the research, production, and sales of electronic wet chemicals, electronic specialty gases, and precursor materials [1] - The main revenue composition of Zhongjuxin includes electronic wet chemicals at 76.63%, electronic specialty gases and precursors at 21.25%, and others at 2.12% [1] Group 2 - From the perspective of major circulating shareholders, Guolianan Fund holds a position in Zhongjuxin, having reduced its holdings by 2.2231 million shares in the third quarter, now holding 4.0363 million shares, which is 0.68% of the circulating shares [2] - The Guolianan CSI Semiconductor Products and Equipment ETF has achieved a year-to-date return of 41.13%, ranking 936 out of 4197 in its category, and a one-year return of 37.88%, ranking 1020 out of 4157 [2] - The fund managers, Huang Xin and Zhang Zhenyuan, have significant experience, with Huang having a tenure of 15 years and Zhang 12 years, managing assets of 42.587 billion CNY and 41.491 billion CNY respectively [2]

Group 1 - The core viewpoint of the news is that Zhongjuxin's stock has been performing well, with a 6-day consecutive increase and a total market value of 13.842 billion yuan [1] - Zhongjuxin Technology Co., Ltd. was established on December 25, 2017, and went public on September 8, 2023, focusing on the research, production, and sales of electronic wet chemicals, electronic specialty gases, and precursor materials [1] - The main revenue composition of Zhongjuxin includes electronic wet chemicals at 76.63%, electronic specialty gases and precursors at 21.25%, and others at 2.12% [1] Group 2 - Among the top ten circulating shareholders of Zhongjuxin, a fund under Huaxia Fund has entered the list, holding 4.4619 million shares, which is 0.76% of the circulating shares [2] - The Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170) has a latest scale of 2.79 billion yuan and has achieved a return of 53.12% since its establishment on March 24, 2025 [2] - The fund manager of the Huaxia ETF, Yang Siqi, has a total asset scale of 11.248 billion yuan, with the best fund return during his tenure being 51.66% and the worst being -5.12% [2]

截至11月18日，恒坤新材股东户数3.77万，较上期增加94110.00%；人均流通股1333股，较上期减少 99.85%。2025年1月-9月，恒坤新材实现营业收入4.86亿元，同比增长24.11%；归母净利润7390.67万 元，同比增长5.50%。 责任编辑：小浪快报 融券方面，恒坤新材12月22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0.00股，融券余额0.00元。 资料显示，厦门恒坤新材料科技股份有限公司位于福建省厦门市海沧区海沧大道567号厦门中心E座， 成立日期2004年12月10日，上市日期2025年11月18日，公司主营业务涉及光刻材料和前驱体材料的研 发、生产和销售。主营业务收入构成为：自产光刻材料74.50%，自产前驱体材料10.36%，引进前驱体 材料3.62%，引进其他3.47%，引进光刻材料3.33%，引进特气2.61%，其他(补充)2.10%。 12月22日，恒坤新材涨6.39%，成交额5.28亿元。两融数据显示，当日恒坤新材获融资买入额4306.81万 元，融资偿还6192.32万元，融资净买入-1885.51万元。截至12月2 ...

资料显示，厦门恒坤新材料科技股份有限公司位于福建省厦门市海沧区海沧大道567号厦门中心E座， 成立日期2004年12月10日，上市日期2025年11月18日，公司主营业务涉及光刻材料和前驱体材料的研 发、生产和销售。主营业务收入构成为：自产光刻材料74.50%，自产前驱体材料10.36%，引进前驱体 材料3.62%，引进其他3.47%，引进光刻材料3.33%，引进特气2.61%，其他(补充)2.10%。 截至11月18日，恒坤新材股东户数3.77万，较上期增加94110.00%；人均流通股1333股，较上期减少 99.85%。2025年1月-9月，恒坤新材实现营业收入4.86亿元，同比增长24.11%；归母净利润7390.67万 元，同比增长5.50%。 12月18日，恒坤新材跌1.42%，成交额2.98亿元。两融数据显示，当日恒坤新材获融资买入额3986.85万 元，融资偿还3286.20万元，融资净买入700.65万元。截至12月18日，恒坤新材融资融券余额合计1.98亿 元。 融资方面，恒坤新材当日融资买入3986.85万元。当前融资余额1.98亿元，占流通市值的8.59%。 融券方面，恒坤新材12月1 ...

Core Viewpoint - Zhongjuxin (688549.SH) announced the renewal of daily operational contracts with its major shareholder, Zhejiang Juhua Co., Ltd., aiming to standardize related transactions and ensure stable operations [1][3]. Group 1: Contract Details - The renewed daily operational contract will be effective for three years, from January 1, 2026, to December 31, 2028 [3]. - The contract encompasses arrangements for raw material and energy supply, public engineering maintenance services, transportation services, and environmental testing [3]. - The renewal is expected to reduce redundant investments and resource waste while safeguarding the legal rights of all parties involved [3]. Group 2: Company Background - Zhongjuxin was established in 2017 and focuses on electronic chemical materials, including electronic wet chemicals, specialty gases, and precursor materials [3]. - The company's products are widely used in manufacturing sectors such as integrated circuits, display panels, and photovoltaics [3]. - Since its listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2023, Zhongjuxin has been expanding its semiconductor manufacturing support business [3]. Group 3: Strategic Implications - The renewal of the contract is expected to enhance collaboration in raw material and energy assurance, as well as environmental and safety management [3]. - By leveraging Juhua's capacity and advantages in fluorochemical and gas sectors, Zhongjuxin aims to optimize its cost structure and supply chain flexibility [3]. - This strategic move is anticipated to support the expansion and technological upgrades of its electronic wet chemicals and specialty gases businesses [3]. Group 4: Financial Performance - In the first three quarters of 2025, Zhongjuxin achieved a revenue of 881 million yuan, representing a year-on-year growth of 17.56% [4]. - In the third quarter alone, the company reported a revenue of 314 million yuan and a net profit attributable to shareholders of 17.07 million yuan, reflecting year-on-year increases of 12.76% and 152.24%, respectively [4]. - The company plans to continue optimizing its production lines and product structure based on its existing business [4].

Core Viewpoint - The development and demand for precursor materials in the integrated circuit manufacturing sector are rapidly increasing, driven by advancements in technology and the expansion of wafer production capacity [3][4][5]. Group 1: Overview of Precursor Materials - Precursor materials are crucial in the manufacturing of integrated circuits, particularly in thin film deposition processes [3]. - The market for precursor materials in China grew from 2.42 billion yuan in 2019 to 5.44 billion yuan in 2023, with a compound annual growth rate (CAGR) of 22.4%, projected to reach 17.99 billion yuan by 2028, reflecting a CAGR of 27.0% [4]. - Silicon-based precursors are expected to grow from 2.56 billion yuan in 2023 to 7.26 billion yuan by 2028, with a CAGR of 23.2%, while metal-based precursors are projected to increase from approximately 2.69 billion yuan to about 10.34 billion yuan, with a CAGR of 30.9% [4]. Group 2: Applications in Logic and Memory Chips - Logic chips are utilizing advanced technologies such as multi-patterning and FinFET, which increase the demand for various precursor materials [5]. - In memory chips, DRAM and 3D NAND technologies are also driving the need for higher quality precursor materials, particularly High-K precursors, to enhance performance and reduce defects [6][8]. - The use of High-K precursor materials can reduce leakage current density by approximately tenfold, significantly improving power consumption and performance [8]. Group 3: Market Trends and Future Projections - The demand for precursor materials is expected to continue growing as integrated circuit technology nodes shrink, leading to more complex structures and increased material requirements [3][6]. - The market for High-K precursor materials is anticipated to expand as they provide better performance metrics compared to traditional materials, particularly in advanced semiconductor processes [8].

Group 1 - Shanghai Stock Exchange's Sci-Tech Innovation Board had 1 company listed, while Shenzhen Stock Exchange's ChiNext had 1 company listed during November 18-24 [2] - Hengkun New Materials focuses on key materials for integrated circuits, achieving a first-day stock price increase of 310.61%, closing at 50.54 CNY per share, a 237.16% increase from the issue price of 14.99 CNY, with a total market value of approximately 22.7 billion CNY [2] - Nanwang Digital provides digital construction solutions for the power energy sector, with a first-day stock price increase of 224.78%, closing at 20.51 CNY per share, a 260.46% increase from the issue price of 5.69 CNY, with a total market value of approximately 65.2 billion CNY [2] Group 2 - Two companies passed the listing committee review on the Shanghai Stock Exchange's Sci-Tech Innovation Board, while no companies were reviewed on the Shenzhen Stock Exchange during November 18-24 [3] - Zhenshi Co., Ltd. specializes in fiber-reinforced materials for clean energy applications, providing innovative solutions across various industries [3] - Easy Vision focuses on machine vision equipment for automotive manufacturing, providing solutions for various manufacturing processes [4] Group 3 - One company submitted a listing application on the Shanghai Stock Exchange's Sci-Tech Innovation Board, while one company submitted an application on the Shenzhen Stock Exchange's ChiNext during November 18-24 [4] - Beidou Institute specializes in satellite navigation and aerospace control technologies, with an IPO application accepted on November 21, aiming to raise 709 million CNY for product upgrades and research projects [5] - Financial projections for Beidou Institute show revenues of 243 million CNY, 285 million CNY, and 325 million CNY from 2022 to 2024, with net profits of approximately 76.18 million CNY, 81.71 million CNY, and 82.94 million CNY respectively [6] Group 4 - Green Bio focuses on the research, production, and sales of fragrance products, with an IPO application accepted on November 21, aiming to raise 690 million CNY for production projects and R&D upgrades [10] - Financial projections for Green Bio show revenues of 631 million CNY, 735 million CNY, and 961 million CNY from 2022 to 2024, with net profits of approximately 68.14 million CNY, 92.92 million CNY, and 150 million CNY respectively [11] Group 5 - Hong Kong Stock Exchange had 1 company listed during November 18-24 [13] - Innovation Industry focuses on aluminum industry chain, with a first-day stock price increase of 32.76%, closing at 14.59 HKD per share, with a total market value of approximately 29.2 billion HKD [14] Group 6 - Six companies passed the hearing on the Hong Kong Stock Exchange's main board during November 17-24 [18] - Notable companies include Yujian Xiaomian, a Chinese noodle restaurant operator, and Jinyan High-tech, specializing in coal series kaolin [19][20] Group 7 - Several companies submitted listing applications on the Hong Kong Stock Exchange during November 17-24, including Kanop, Dongshan Precision, and NobiKan [25][31][34] - Kanop focuses on industrial robots and aims to enhance R&D capabilities and expand market presence [31] - Dongshan Precision is a leading global PCB supplier, with plans to upgrade production facilities and repay debts [34] Group 8 - NobiKan specializes in AI and digital twin technologies, with a focus on transportation and energy sectors [39] - Financial projections for NobiKan show revenues of 253 million CNY, 362 million CNY, and 403 million CNY from 2022 to 2024, with net profits of approximately 6.3 million CNY, 8.9 million CNY, and 11.5 million CNY respectively [40] Group 9 - Mandi International focuses on skin health and weight management solutions, with a strong market presence in hair loss treatment products [44] - Financial projections for Mandi International show revenues of 982 million CNY, 1.23 billion CNY, and 1.46 billion CNY from 2022 to 2024, with net profits of approximately 202 million CNY, 341 million CNY, and 390 million CNY respectively [45] Group 10 - Lingyi Intelligent Manufacturing aims to provide comprehensive intelligent manufacturing services, with a focus on AI hardware [47] - Financial projections for Lingyi show revenues of 34.5 billion CNY, 34.2 billion CNY, and 44.3 billion CNY from 2022 to 2024, with net profits of approximately 1.56 billion CNY, 2.01 billion CNY, and 1.76 billion CNY respectively [48] Group 11 - Hailan Home aims to optimize sales channels and enhance brand image through its IPO, with a strong market position in men's apparel [51] - Financial projections for Hailan show revenues of 17.9 billion CNY, 20.8 billion CNY, and 20.2 billion CNY from 2022 to 2024, with net profits of approximately 2.06 billion CNY, 2.92 billion CNY, and 2.19 billion CNY respectively [53]