股票代码：603078 股票简称：江化微 江阴江化微电子材料股份有限公司 （江苏省江阴市周庄镇长寿云顾路 581 号） 江阴江化微电子材料股份有限公司 募集资金使用可行性分析报告 二〇二五年八月 江阴江化微电子材料股份有限公司 以简易程序向特定对象发行 A 股股票募集资金使用可行性 分析报告 江阴江化微电子材料股份有限公司（以下简称"江化微"或"公司"）是在上海证 券交易所主板上市的公司。为满足公司业务发展的需要，扩大公司经营规模，进一步增 强公司资本实力及盈利能力，公司根据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司证券发行注册管理办法》等相关法律、法规和规范性文件的规定，拟 通过以简易程序向特定对象发行A股股票方式募集资金。公司就本次发行募集资金使用 的可行性分析如下： 一、本次募集资金使用计划 本次发行募集资金总额不超过30,000.00万元（含30,000.00万元），扣除发行费用后 的募集资金净额全部投资于以下项目： 单位：万元 | 序号 | 项目名称 | 项目投资总额 | | 拟使用募集资金 | | --- | --- | --- | --- | --- | | | 合计 | 30 ...

Core Viewpoint - The company, Shengjian Technology, has shown a positive stock performance with a recent price of 27.59 yuan, reflecting a 1.51% increase from the previous trading day, indicating investor confidence in its growth potential [1] Group 1: Business Overview - The company focuses on the semiconductor auxiliary equipment and core components sector, with product lines that include vacuum equipment, process waste gas treatment equipment, and temperature control devices [1] - In the electronic chemical materials segment, the company has developed etching solutions and stripping solutions, establishing a business loop from new liquid manufacturing to waste liquid regeneration [1] Group 2: Recent Achievements - The company recently received three honors at the 2025 International Display Technology Innovation Awards, including a gold award for dry vacuum pumps in the display equipment innovation category, a silver award for semiconductor-specific temperature control equipment, and a silver award for new display copper film and barrier layer etching solutions in the display materials innovation category [1] - The company's ESG rating has been upgraded to AA level by two authoritative institutions, marking a significant breakthrough in sustainable development [1]

Core Viewpoint - Recently, Haike Group announced that its subsidiary, Zhenjiang Runjing High Purity Chemical Technology Co., Ltd. (Runjing Technology), successfully completed a new round of financing totaling RMB 350 million, led by Haike Group's strategic investment department with participation from several strategic investors [3]. Group 1: Company Overview - Runjing Technology, established in 2008, is a subsidiary of Haike Group, which is listed among the "Top 500 Enterprises in China." The company specializes in the research, production, sales, and service of high-purity wet electronic chemicals for high-end manufacturing industries such as semiconductors and display panels [3][5]. - The company has developed methods and patented technologies for producing electronic-grade tetramethylammonium hydroxide and electronic-grade tetraethylammonium hydroxide, with 94 patents approved [5]. Group 2: Product and Market Position - Wet electronic chemicals, also known as ultra-pure electronic chemicals, are essential liquid chemical materials used in microelectronics and optoelectronics processes, including etching solutions, developing solutions, stripping solutions, cleaning solutions, and dilution solutions [5]. - Runjing Technology has established business or technical partnerships with major clients in the panel and semiconductor industries, including Samsung, BOE, Huaxing Optoelectronics, Huike, TSMC, and Changxin Storage, providing one-stop solutions for electronic chemicals [7]. Group 3: Future Prospects - The company is expanding its product range, including projects related to post-CMP cleaning solutions, color film developing solutions, and silver etching solutions. It has four subsidiaries, with Hefei Xinke Electronic Materials Co., Ltd. focusing on high-purity hydrogen peroxide, ammonia, and isopropanol for semiconductor-grade products [7]. - The acquisition of two Chinese factories from Sumitomo Chemical in April 2024 will enhance Runjing Technology's product offerings in etching solutions, stripping solutions, and CF developing solutions, thereby improving its competitiveness in the Chinese wet electronic chemical market [7]. - The rapid growth of the semiconductor and display panel industries is driving the increasing demand for wet electronic chemicals, positioning Runjing Technology for significant breakthroughs in the industry [7].

Group 1 - The core viewpoint of the article is that Runjing Technology, a subsidiary of Haike Group, successfully completed a new round of financing amounting to 350 million RMB, led by Haike Group's strategic investment department along with several strategic investors from the semiconductor industry [1] - Runjing Technology specializes in the research, production, sales, and service of high-purity wet electronic chemicals for high-end manufacturing industries such as semiconductors and display panels, providing one-stop solutions for major global companies like Samsung, BOE, TCL, and TSMC [1] - The financing round involved multiple strategic investors, including Kunqiao Capital, Guotou Chuanghe Fund Management, Shangqi Capital, and Fujian Industrial Equity Investment Co., Ltd [1] Group 2 - In 2024, Runjing Technology acquired two subsidiaries of Sumitomo Chemical, which are Sumitomo Electronic Materials Technology (Hefei) Co., Ltd and Sumitomo Electronic Materials Technology (Chongqing) Co., Ltd [2] - This acquisition allows Runjing Technology to inherit Sumitomo Chemical's technological advantages and business systems, enabling the rapid expansion of its product portfolio, including etching liquids, stripping liquids, and CF developing liquids [2] - The regional layout in Chongqing and Hefei will facilitate quick responses to local customers, enhancing Runjing Technology's competitiveness in the Chinese wet electronic chemical market [2]

4月7日，格林达股票盘中跌停，杭州格林达电子材料股份有限公司成立于2001年10月,,公司隶属于杭州电化集团(国家一级安全生产标准化企业),是一家专业 从事定制湿电子化学品及其配套服务与解决方案的高新技术企业,其主要客户涵盖平板显示、光伏面板、芯片制作等领域,主要产品包括正胶显影液、负胶显 影液、各种蚀刻液、剥离液、稀释/清洗液等。 景顺长城电子信息产业股票A、景顺长城成长龙头一年持有混合A、景顺长城环保优势股票基金经理分别为杨锐文、张雪薇、王开展。 简历显示，杨锐文先生:中国,工学硕士、理学硕士。2008年8月至2010年11月担任上海常春藤衍生投资公司高级分析师;2010年11月加入景顺长城基金管理有 限公司,担任研究部研究员,自2014年10月起担任股票投资部基金经理,现任股票投资部投资副总监兼基金经理。2019年10月17日担任景顺长城创新成长混合型 证券投资基金基金经理。自2017年3月21日至2019年11月5日任景顺长城景颐丰利债券型证券投资基金基金经理。2015年10月29日至2020年4月28日担任景顺 长城资源垄断混合型证券投资基金(LOF)基金经理。2016年11月至2017年12月管理 ...