1月8日，艾森股份涨6.9%，截至发稿，报80.10元/股，成交5.23亿元，换手率12.42%，总市值70.59亿 元。 资料显示，江苏艾森半导体材料股份有限公司位于江苏省昆山市千灯镇中庄路299号，成立日期2010年3 月26日，上市日期2023年12月6日，公司主营业务涉及电子化学品的研发、生产和销售业务。主营业务 收入构成为：电镀液及配套试剂45.37%，电镀配套材料29.31%，光刻胶及配套试剂21.91%，其他(补 充)3.04%，其他电子化学品0.37%。 从艾森股份十大流通股东角度 数据显示，南方基金旗下1只基金位居艾森股份十大流通股东。南方信息创新混合A（007490）三季度 新进十大流通股东，持有股数74.12万股，占流通股的比例为1.34%。根据测算，今日浮盈赚取约383.21 万元。 南方信息创新混合A（007490）成立日期2019年6月19日，最新规模34.77亿。今年以来收益17.55%，同 类排名4/8825；近一年收益93.29%，同类排名253/8084；成立以来收益213.21%。 南方信息创新混合A（007490）基金经理为郑晓曦。 截至发稿，郑晓曦累计任职时间6年20 ...

分红方面，艾森股份A股上市后累计派现1712.92万元。 机构持仓方面，截止2025年9月30日，艾森股份十大流通股东中，南方信息创新混合A（007490）位居 第九大流通股东，持股74.12万股，为新进股东。 资料显示，江苏艾森半导体材料股份有限公司位于江苏省昆山市千灯镇中庄路299号，成立日期2010年3 月26日，上市日期2023年12月6日，公司主营业务涉及电子化学品的研发、生产和销售业务。主营业务 收入构成为：电镀液及配套试剂45.37%，电镀配套材料29.31%，光刻胶及配套试剂21.91%，其他(补 充)3.04%，其他电子化学品0.37%。 艾森股份所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：光刻胶、电子化学品、先进 封装、光刻机、HBM概念等。 截至9月30日，艾森股份股东户数7993.00，较上期增加24.95%；人均流通股6916股，较上期减少 19.97%。2025年1月-9月，艾森股份实现营业收入4.39亿元，同比增长40.71%；归母净利润3447.61万 元，同比增长44.67%。 1月6日，艾森股份盘中下跌2.01%，截至10:14，报70.37元/股，成交1. ...

南方信息创新混合A（007490）成立日期2019年6月19日，最新规模34.77亿。今年以来收益50.41%，同 类排名875/8170；近一年收益43.89%，同类排名1140/8139；成立以来收益154.84%。 南方信息创新混合A（007490）基金经理为郑晓曦。 截至发稿，郑晓曦累计任职时间6年189天，现任基金资产总规模74.68亿元，任职期间最佳基金回报 154.84%， 任职期间最差基金回报-33.69%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月22日，艾森股份涨5.01%，截至发稿，报62.84元/股，成交1.80亿元，换手率5.22%，总市值55.38亿 元。 资料显示，江苏艾森半导体材料股份有限公司位于江苏省昆山市千灯镇中庄路299号，成立日期2010年3 月26日，上市日期2023年12月6日，公司主营业务涉及电子化学品的研发、生产和销售业务。主营业务 收入构成为：电镀液及配套试剂45.37%，电镀配套材料29 ...

Group 1 - The core point of the news is that Aisen Co., Ltd. experienced a 5.06% drop in stock price, trading at 51.75 yuan per share, with a total market capitalization of 4.561 billion yuan as of December 2 [1] - Aisen Co., Ltd. specializes in the research, production, and sales of electronic chemicals, with its main revenue sources being electroplating solutions and related reagents (45.37%), electroplating materials (29.31%), photoresists and related reagents (21.91%), and other electronic chemicals (0.37%) [1] - The company was established on March 26, 2010, and is located in Kunshan, Jiangsu Province, with its listing date set for December 6, 2023 [1] Group 2 - Among the top ten circulating shareholders of Aisen Co., Ltd., a fund under Southern Fund, Southern Information Innovation Mixed A (007490), entered the list in the third quarter, holding 741,200 shares, which accounts for 1.34% of the circulating shares [2] - The fund has a total scale of 3.477 billion yuan and has achieved a return of 44.22% this year, ranking 1232 out of 8122 in its category [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 169 days, with the fund's total asset scale at 7.468 billion yuan [3]

Core Points - On November 21, Aisen Co., Ltd. experienced a decline of 5.16%, with a stock price of 51.83 CNY per share, a trading volume of 247 million CNY, a turnover rate of 8.40%, and a total market capitalization of 4.568 billion CNY [1] - Aisen Semiconductor Materials Co., Ltd. was established on March 26, 2010, and went public on December 6, 2023. The company specializes in the research, production, and sales of electronic chemicals [1] - The main revenue composition of Aisen includes: electroplating solutions and supporting reagents (45.37%), electroplating supporting materials (29.31%), photoresists and supporting reagents (21.91%), other (supplementary) (3.04%), and other electronic chemicals (0.37%) [1] Shareholder Information - Among the top ten circulating shareholders of Aisen, a fund under Southern Fund ranks first. The Southern Information Innovation Mixed A Fund (007490) entered the top ten shareholders in the third quarter, holding 741,200 shares, which accounts for 1.34% of the circulating shares [2] - The Southern Information Innovation Mixed A Fund was established on June 19, 2019, with a latest scale of 3.477 billion CNY. Year-to-date returns are 43.46%, ranking 1145 out of 8136 in its category; the one-year return is 29.37%, ranking 2144 out of 8056; and since inception, the return is 143.07% [2] Fund Manager Information - The fund manager of the Southern Information Innovation Mixed A Fund is Zheng Xiaoxi, who has been in the position for 6 years and 158 days. The total asset scale of the fund is 7.468 billion CNY, with the best fund return during his tenure being 146.29% and the worst being -33.69% [3]

Core Viewpoint - Aisen Semiconductor Materials Co., Ltd. has shown a significant increase in stock price, indicating positive market sentiment towards the company and its operations in the electronic chemicals sector [1]. Company Overview - Aisen Semiconductor Materials Co., Ltd. was established on March 26, 2010, and is located in Kunshan, Jiangsu Province. The company specializes in the research, production, and sales of electronic chemicals [1]. - The company's main business revenue composition includes: - Electroplating solutions and supporting reagents: 45.37% - Electroplating supporting materials: 29.31% - Photoresists and supporting reagents: 21.91% - Other (supplementary): 3.04% - Other electronic chemicals: 0.37% [1]. Shareholder Information - Southern Fund's Southern Information Innovation Mixed A (007490) has entered the top ten circulating shareholders of Aisen, holding 741,200 shares, which accounts for 1.34% of the circulating shares. The estimated floating profit today is approximately 2.17 million yuan [2]. - Southern Information Innovation Mixed A was established on June 19, 2019, with a latest scale of 3.477 billion yuan. The fund has achieved a return of 48.29% this year, ranking 903 out of 8,138 in its category; a one-year return of 37.72%, ranking 1,703 out of 8,055; and a cumulative return of 151.25% since inception [2]. Fund Manager Profile - The fund manager of Southern Information Innovation Mixed A is Zheng Xiaoxi, who has been in the position for 6 years and 156 days. The total asset scale of the fund is 7.468 billion yuan, with the best fund return during his tenure being 146.29% and the worst being -33.69% [3].

Group 1 - The core viewpoint of the news is that Aisen Co., Ltd. has seen a significant stock price increase of 6.02%, reaching 60.90 CNY per share, with a total market capitalization of 5.367 billion CNY [1] - Aisen Co., Ltd. specializes in the research, production, and sales of electronic chemicals, with its main business revenue composition being: electroplating solution and supporting reagents 45.37%, electroplating supporting materials 29.31%, photoresist and supporting reagents 21.91%, others (supplementary) 3.04%, and other electronic chemicals 0.37% [1] Group 2 - Among the top ten circulating shareholders of Aisen Co., Ltd., a fund under Southern Fund ranks first, with Southern Information Innovation Mixed A (007490) newly entering the top ten shareholders in the third quarter, holding 741,200 shares, accounting for 1.34% of circulating shares [2] - Southern Information Innovation Mixed A (007490) has achieved a return of 53.67% this year, ranking 792 out of 8147 in its category, and a one-year return of 36.21%, ranking 1502 out of 8056 [2]

Core Insights - On September 30, Aisen Co., Ltd. saw a stock price increase of 2.82% with a trading volume of 203 million yuan [1] - The company reported a financing buy-in amount of 20.75 million yuan and a financing repayment of 42.48 million yuan, resulting in a net financing outflow of 21.72 million yuan on the same day [1] - As of September 30, the total margin balance for Aisen Co. was 210 million yuan, representing 7.23% of its market capitalization, indicating a high level of financing activity [1] Financing and Margin Data - On September 30, Aisen Co. had a financing buy-in of 20.75 million yuan, with a current financing balance of 210 million yuan, which is above the 90th percentile of the past year [1] - The company reported no short-selling activity on the same day, with a short-selling balance of 0.00 shares, also indicating a high level of inactivity in this area [1] Company Overview - Aisen Co., Ltd. is located in Kunshan, Jiangsu Province, and was established on March 26, 2010, with its listing date set for December 6, 2023 [1] - The company's main business involves the research, production, and sales of electronic chemicals, with revenue composition as follows: electroplating solutions and supporting reagents (45.37%), electroplating supporting materials (29.31%), photoresists and supporting reagents (21.91%), and other electronic chemicals (0.37%) [1] Financial Performance - As of June 30, Aisen Co. had 6,397 shareholders, an increase of 6.32% from the previous period, while the average circulating shares per person decreased by 5.94% to 8,641 shares [2] - For the first half of 2025, Aisen Co. achieved a revenue of 280 million yuan, representing a year-on-year growth of 50.64%, and a net profit attributable to shareholders of 16.78 million yuan, up 22.14% year-on-year [2] Dividend Information - Aisen Co. has distributed a total of 17.12 million yuan in dividends since its A-share listing [3]

Summary of Key Points Core Viewpoint - The stock of Aisen Co., Ltd. experienced a decline of 1.89% on September 29, with a trading volume of 205 million yuan, indicating a potential concern in market sentiment towards the company [1]. Financing and Trading Data - On September 29, Aisen Co. had a financing buy-in amount of 28.20 million yuan and a financing repayment of 35.44 million yuan, resulting in a net financing outflow of 7.25 million yuan [1]. - As of September 29, the total financing and securities lending balance for Aisen Co. was 231 million yuan, which represents 8.21% of its circulating market value, indicating a high level of financing compared to the past year [1]. - The company had no securities lending activity on September 29, with both the amount sold and the balance at zero, which is also at a high level compared to the past year [1]. Company Overview - Aisen Co., Ltd. was established on March 26, 2010, and is located in Kunshan, Jiangsu Province. The company specializes in the research, production, and sales of electronic chemicals [1]. - The main revenue components for Aisen Co. include: electroplating solutions and supporting reagents (45.37%), electroplating supporting materials (29.31%), photoresists and supporting reagents (21.91%), and other electronic chemicals (0.37%) [1]. Financial Performance - For the first half of 2025, Aisen Co. reported a revenue of 280 million yuan, reflecting a year-on-year growth of 50.64%. The net profit attributable to shareholders was 16.78 million yuan, showing a year-on-year increase of 22.14% [2]. - As of June 30, the number of shareholders for Aisen Co. was 6,397, an increase of 6.32% from the previous period, while the average circulating shares per person decreased by 5.94% to 8,641 shares [2]. Dividend Information - Since its A-share listing, Aisen Co. has distributed a total of 17.13 million yuan in dividends [3].

Summary of Key Points Core Viewpoint - The company, Aisen Semiconductor Materials Co., Ltd., has shown significant growth in revenue and net profit, indicating a strong performance in the electronic chemicals sector. Group 1: Financial Performance - For the first half of 2025, Aisen achieved operating revenue of 280 million yuan, representing a year-on-year growth of 50.64% [2] - The net profit attributable to the parent company was 16.78 million yuan, reflecting a year-on-year increase of 22.14% [2] Group 2: Shareholder Information - As of June 30, the number of shareholders increased to 6,397, up by 6.32% from the previous period [2] - The average circulating shares per person decreased to 8,641 shares, down by 5.94% [2] Group 3: Financing and Trading Activity - On September 23, Aisen's financing buy-in amounted to 37.37 million yuan, with a net buy of 7.62 million yuan [1] - The total financing and securities balance reached 250 million yuan, accounting for 9.04% of the circulating market value, which is above the 90th percentile level over the past year [1] - There were no short-selling activities reported on September 23, with both short-selling repayment and selling amounting to zero [1] Group 4: Dividend Distribution - Since its A-share listing, Aisen has distributed a total of 17.13 million yuan in dividends [3] Group 5: Company Overview - Aisen Semiconductor Materials Co., Ltd. was established on March 26, 2010, and is located in Kunshan, Jiangsu Province [1] - The company's main business involves the research, production, and sales of electronic chemicals, with revenue composition as follows: electroplating solution and supporting reagents 45.37%, electroplating supporting materials 29.31%, photoresist and supporting reagents 21.91%, and other electronic chemicals 0.37% [1]