易方达中证半导体材料设备主题ETF联接发起式A（021893）成立日期2024年11月26日，最新规模2.42 亿。今年以来收益4.99%，同类排名15/327；近一年收益64.94%，同类排名23/203；成立以来收益 45.97%。 1月6日，晶瑞电材涨5.52%，截至发稿，报17.58元/股，成交7.01亿元，换手率3.82%，总市值188.63亿 元。 资料显示，晶瑞电子材料股份有限公司位于江苏省苏州市吴中区善丰路168号，成立日期2001年11月29 日，上市日期2017年5月23日，公司主营业务涉及高纯化学品、光刻胶及配套材料、功能配方材料、锂 电池材料、医药中间体材料、预电子级材料和其他产品等,广泛应用于半导体、新能源等行业。主营业 务收入构成为：高纯化学品58.69%，光刻胶13.79%，锂电池材料13.68%，工业化学品9.61%，能源 4.01%，其他0.23%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓晶瑞电材。易方达中证半导体材料设备主题ETF联接发起式A （021893）三季度持有股数12.92万股，占基金净值比例为0.17%，位居第七大重仓股。根据测算，今日 浮盈 ...

12月30日，晶瑞电材盘中下跌2.01%，截至10:38，报16.07元/股，成交3.78亿元，换手率2.17%，总市值 172.43亿元。 资金流向方面，主力资金净流出3916.47万元，特大单买入1382.61万元，占比3.66%，卖出1904.12万 元，占比5.04%；大单买入5407.86万元，占比14.32%，卖出8802.82万元，占比23.31%。 机构持仓方面，截止2025年9月30日，晶瑞电材十大流通股东中，国泰中证半导体材料设备主题ETF （159516）位居第五大流通股东，持股880.61万股，相比上期增加493.62万股。南方中证1000ETF （512100）位居第七大流通股东，持股775.54万股，相比上期减少6.78万股。华夏中证1000ETF （159845）位居第九大流通股东，持股460.64万股，相比上期减少6300.00股。香港中央结算有限公司退 出十大流通股东之列。 责任编辑：小浪快报 资料显示，晶瑞电子材料股份有限公司位于江苏省苏州市吴中区善丰路168号，成立日期2001年11月29 日，上市日期2017年5月23日，公司主营业务涉及高纯化学品、光刻胶及配套材料、功 ...

晶瑞电材所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：光刻机、光刻胶、 OLED、无人驾驶、芯片概念等。 截至9月30日，晶瑞电材股东户数11.14万，较上期增加19.81%；人均流通股9585股，较上期减少 10.67%。2025年1月-9月，晶瑞电材实现营业收入11.87亿元，同比增长11.92%；归母净利润1.28亿元， 同比增长19202.65%。 12月25日，晶瑞电材盘中下跌2.00%，截至10:06，报17.14元/股，成交3.91亿元，换手率2.11%，总市值 183.91亿元。 资金流向方面，主力资金净流出8840.69万元，特大单买入879.70万元，占比2.25%，卖出6589.14万元， 占比16.86%；大单买入6611.30万元，占比16.91%，卖出9742.55万元，占比24.93%。 晶瑞电材今年以来股价涨84.20%，近5个交易日涨1.42%，近20日涨10.87%，近60日涨13.14%。 资料显示，晶瑞电子材料股份有限公司位于江苏省苏州市吴中区善丰路168号，成立日期2001年11月29 日，上市日期2017年5月23日，公司主营业务涉及高纯化学品 ...

12月18日，晶瑞电材盘中下跌2.01%，截至13:39，报17.03元/股，成交8.89亿元，换手率4.80%，总市值 182.73亿元。 资金流向方面，主力资金净流出8177.40万元，特大单买入3375.29万元，占比3.80%，卖出5479.68万 元，占比6.17%；大单买入1.94亿元，占比21.83%，卖出2.55亿元，占比28.66%。 晶瑞电材今年以来股价涨83.02%，近5个交易日涨2.96%，近20日涨9.73%，近60日涨27.28%。 资料显示，晶瑞电子材料股份有限公司位于江苏省苏州市吴中区善丰路168号，成立日期2001年11月29 日，上市日期2017年5月23日，公司主营业务涉及高纯化学品、光刻胶及配套材料、功能配方材料、锂 电池材料、医药中间体材料、预电子级材料和其他产品等,广泛应用于半导体、新能源等行业。主营业 务收入构成为：高纯化学品58.69%，光刻胶13.79%，锂电池材料13.68%，工业化学品9.61%，能源 4.01%，其他0.23%。 （159845）位居第九大流通股东，持股460.64万股，相比上期减少6300.00股。香港中央结算有限公司退 出十大流通股东 ...

Core Viewpoint - Jingrui Electric Materials is acquiring 76.1% of Hubei Jingrui's equity to enhance its position in the electronic materials industry, particularly in high-purity chemicals and semiconductor materials [1][2]. Group 1: Transaction Details - Jingrui Electric Materials will issue shares to acquire 76.1% of Hubei Jingrui, increasing its ownership from 23.9% to 100% [1]. - The transaction is valued at 595 million yuan, based on an asset evaluation that shows a 41.45% increase in value [1]. - The share issuance price is set at 7.34 yuan per share, resulting in the issuance of approximately 81.07 million shares, which will constitute 7.11% of the total post-transaction share capital [1]. Group 2: Company and Industry Overview - Jingrui Electric Materials operates in the electronic materials sector, focusing on semiconductor and new energy materials, with key products including high-purity chemicals and lithium battery materials [2]. - Hubei Jingrui specializes in high-purity chemical research, production, and sales, with products essential for semiconductor manufacturing processes [2]. - The financial performance of Hubei Jingrui has shown a net profit of -38.26 million yuan in 2021, -16.25 million yuan in 2022, and a profit of 23.77 million yuan in 2023, indicating a recovery trend [2]. Group 3: Market and Operational Insights - The demand for Hubei Jingrui's high-purity chemicals is influenced by market conditions, competition, technological advancements, and international economic factors [3]. - The company is in a capacity ramp-up phase, with profitability expected in the first half of 2025, despite anticipated losses in 2023 and 2024 due to high fixed costs and depreciation [2][3]. - The acquisition aligns with national policy initiatives and aims to enhance the overall quality and scale of Jingrui Electric Materials' operations [3].

Group 1: Company Announcements - Derun Electronics announced the appointment of Qiu Yang as the new president, succeeding Liu Biao who resigned for personal reasons [1] - Zhongyuan Tong plans to invest 5 million yuan to establish a wholly-owned subsidiary in Hong Kong and set up a branch and research institute in Xi'an to enhance R&D capabilities [2][3] - FAW Jiefang intends to increase capital by 1.91 billion yuan in its joint venture with CATL and Teld, with a total investment of 4.12 billion yuan from all parties [4][5] - Yuanli Co. plans to acquire 100% of Tongsheng Co. for 471 million yuan, aiming to enhance its strategic layout in the silicon dioxide sector [6][7] - Hangfa Technology received a government subsidy of 8 million yuan, accounting for 11.63% of its audited net profit for 2024 [8] - Saiwei Electronics reported that the National Integrated Circuit Fund reduced its shareholding to below 5% [9] - Tianpu Co. announced a stock suspension for investigation due to significant price fluctuations, with a cumulative increase of 451.80% over the past months [10] - Chen'an Technology is planning to issue shares to Hefei Guotou, which may lead to a change in control, resulting in a stock suspension [11] - Yinlun Co. intends to acquire over 55% of Deep Blue Electronics for approximately 133 million yuan [12] - Lianlong plans to invest 50 million yuan to acquire 25% of Stof Co. to expand its electronic materials business [13] - Qianyuan High-Tech's vice president plans to reduce his stake by up to 0.31% [14] - Juzi Technology's major shareholder plans to reduce his stake by up to 0.22% [15] - Perfect World’s actual controller plans to reduce his stake by up to 1.7% [16] - China CRRC intends to spin off its subsidiary CRRC Qichao for listing on the Shenzhen Stock Exchange [17] - Jingrui Electric Materials plans to acquire 76.1% of Hubei Jingrui for 595 million yuan, focusing on high-purity chemicals [18] - Zhejiang Construction Investment's asset purchase and fundraising plan has been approved by the Shenzhen Stock Exchange [19] - Tail Co. received a government subsidy of 2 million yuan, representing 13.71% of its audited net profit for 2024 [20] - Jiangsu Boyun's shareholder plans to reduce his stake by up to 1% [21] - Yonghe Intelligent Control's shareholders plan to reduce their stakes by up to 3.29% [22] - Yuhua Development reached a debt restructuring agreement involving 241 million yuan [23] Group 2: Industry Overview - Derun Electronics operates in the electronic connector and precision components sector [2] - Zhongyuan Tong is involved in the research, production, and sales of various power products [3] - FAW Jiefang is focused on the research, production, and sales of commercial vehicles [5] - Yuanli Co. specializes in the research, production, and sales of chemical products [7] - Hangfa Technology operates in the aerospace engine and gas turbine components sector [8] - Saiwei Electronics is engaged in MEMS chip development and semiconductor equipment [9] - Tianpu Co. is involved in the production of polymer materials for automotive applications [10] - Chen'an Technology focuses on public safety and emergency platform software and equipment [11] - Yinlun Co. specializes in heat exchange products and automotive air conditioning systems [12] - Lianlong operates in the polymer materials and life sciences sectors [13] - Qianyuan High-Tech is involved in seed research and agricultural services [14] - Juzi Technology focuses on machine vision equipment and control systems [15] - Perfect World is engaged in the development and operation of online games and related media [16] - China CRRC specializes in railway equipment and urban infrastructure [17] - Jingrui Electric Materials is involved in high-purity chemicals and lithium battery materials [18] - Zhejiang Construction Investment operates in construction and engineering services [19] - Tail Co. focuses on high-end equipment and smart operation services [20] - Jiangsu Boyun specializes in modified plastic products [21] - Yonghe Intelligent Control operates in water valve fittings and precision radiation therapy [22] - Yuhua Development is involved in real estate development and sales [23]

Core Viewpoint - The stock of Jingrui Electronic Materials has shown significant performance, with a year-to-date increase of 72.60% and a recent rise of 5.24% over the last five trading days, indicating strong market interest and potential growth in the semiconductor and new energy sectors [1][2]. Financial Performance - For the period from January to September 2025, Jingrui Electronic Materials achieved a revenue of 1.187 billion yuan, representing a year-on-year growth of 11.92%. The net profit attributable to shareholders reached 128 million yuan, marking an extraordinary increase of 19,202.65% compared to the previous year [2]. - Cumulatively, the company has distributed 248 million yuan in dividends since its A-share listing, with 117 million yuan distributed over the last three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Jingrui Electronic Materials increased to 111,400, a rise of 19.81% from the previous period. The average number of tradable shares per shareholder decreased by 10.67% to 9,585 shares [2]. - The stock's trading activity showed a net inflow of 2.0043 million yuan from major funds, with significant buying and selling activity from large orders [1]. Business Overview - Jingrui Electronic Materials, established in November 2001 and listed in May 2017, specializes in high-purity chemicals, photoresists, lithium battery materials, and other products, serving industries such as semiconductors and new energy [1]. - The company's main revenue sources include high-purity chemicals (58.69%), photoresists (13.79%), and lithium battery materials (13.68%) [1].

Core Viewpoint - Jingrui Electric Materials Co., Ltd. has shown a significant increase in stock price, reflecting positive market sentiment and potential growth in the semiconductor and new energy sectors [1][2]. Company Overview - Jingrui Electric Materials, established on November 29, 2001, and listed on May 23, 2017, is located in Suzhou, Jiangsu Province. The company specializes in high-purity chemicals, photoresists, functional formulation materials, lithium battery materials, pharmaceutical intermediates, and electronic-grade materials [1]. - The main revenue composition is as follows: high-purity chemicals (58.69%), photoresists (13.79%), lithium battery materials (13.68%), industrial chemicals (9.61%), energy (4.01%), and others (0.23%) [1]. Shareholder Insights - Guotai Fund's ETF, Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516), has increased its holdings in Jingrui Electric Materials by 4.9362 million shares, now holding a total of 8.8061 million shares, which represents 0.82% of the circulating shares [2]. - The ETF was established on July 19, 2023, with a current scale of 8.299 billion. It has achieved a year-to-date return of 44.08%, ranking 736 out of 4216 in its category [2]. - The fund manager, Ai Xiaojun, has a tenure of 11 years and 312 days, with the fund's total assets amounting to 1690.29 billion. The best return during his tenure is 265.64%, while the worst is -46.54% [2].

Core Points - The electronic chemicals industry is highly competitive and innovative, with China being the largest manufacturer of electronic products but heavily reliant on imports for high-end electronic chemicals [1] - A high-level conference on wet electronic chemicals and electronic gases is scheduled for November 20-22, 2025, in Fushun County, Sichuan Province, to enhance manufacturing capabilities and application areas [1] Conference Organization - The conference is organized by the China Chemical News Agency and the Fushun County People's Government, with support from various industry associations and local development agencies [1] - The theme of the conference is "Integrating Innovation to Win the Future" [1] Conference Agenda - The main forum will feature prominent speakers discussing the current state and trends of the electronic chemicals industry, innovations in key materials for integrated circuits, and the impact of AI on technological advancements [2] - Parallel sessions will focus on challenges and opportunities in wet electronic chemicals manufacturing and advancements in electronic gases technology [6] Participants - Attendees will include industry experts, production companies, and representatives from the electronic chemicals supply chain, electronic gas producers, packaging companies, and wafer manufacturers [5] Conference Fees - The registration fee is set at 2000 yuan per person, with a fee of 3000 yuan for supporting enterprises, covering meals, materials, and venue costs [7] - Accommodation will be arranged, with costs borne by the participants [7] Contact Information - For inquiries, contact details for the organizing team are provided, including phone numbers and email addresses [7]

Core Viewpoint - The stock of Jingrui Electric Materials has experienced fluctuations, with a notable decline of 2.10% on November 11, 2023, despite a year-to-date increase of 75.50% [1] Group 1: Stock Performance - As of November 11, 2023, Jingrui Electric Materials' stock price is reported at 16.33 CNY per share, with a total market capitalization of 17.52 billion CNY [1] - The stock has seen a net outflow of 77.64 million CNY in principal funds, with significant selling pressure observed [1] - Over the past five trading days, the stock has decreased by 3.37%, while it has increased by 3.16% over the last 20 days and 51.77% over the last 60 days [1] Group 2: Company Overview - Jingrui Electric Materials Co., Ltd. was established on November 29, 2001, and went public on May 23, 2017 [1] - The company specializes in high-purity chemicals, photoresists, lithium battery materials, and other products, serving industries such as semiconductors and new energy [1] - The revenue composition includes high-purity chemicals (58.69%), photoresists (13.79%), lithium battery materials (13.68%), industrial chemicals (9.61%), energy (4.01%), and others (0.23%) [1] Group 3: Financial Performance - For the period from January to September 2025, Jingrui Electric Materials achieved a revenue of 1.187 billion CNY, reflecting a year-on-year growth of 11.92% [2] - The net profit attributable to the parent company for the same period was 128 million CNY, showing a remarkable year-on-year increase of 19,202.65% [2] - The company has distributed a total of 248 million CNY in dividends since its A-share listing, with 117 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Jingrui Electric Materials reached 111,400, an increase of 19.81% from the previous period [2] - The top ten circulating shareholders include various ETFs, with notable changes in holdings among them [3]