10月22日，中巨芯发布第三季度业绩报告。公司第三季度实现营业收入3.14亿元，同比增长12.76%；归属于上市公司股东的净利润1707.17万元，同比大幅 增长152.24%；扣除非经常性损益的净利润1111.51万元，增幅高达217.04%。 中巨芯在公告中表示，第三季度业绩变化主要系通过持续的市场开拓和工艺技术优化，浙江基地电子特种气体二期和华中基地电子湿化学品产品产销量稳步 提升，毛利总额相较去年同期有所提升。 作为半导体材料领域企业，中巨芯持续重视研发投入，2025年前三季度研发投入合计 6035.8万元，同比增长30.69%。研发投入占营业收入的比例达6.85%， 较上年同期提升0.68个百分点，技术研发力度进一步加大，为核心产品竞争力提升提供支撑。 中巨芯在持续深耕电子湿化学品、电子特气、前驱体材料等电子化学材料的同时，将适时拓展边界，延伸至更广阔的其他半导体材料（如高纯石英材料）及 相关零部件领域。公司近期还通过收购英国Heraeus公司积极布局高纯石英材料新领域，并扩大高纯三氧化硫项目投资至1.51亿元，拓展未来发展空间。 | | | 本报告期比 | | 年初至报告期 | | --- | - ...

Core Viewpoint - The company, Zhongjuxin (688549), is focused on semiconductor manufacturing and aims to enhance its competitiveness through the development and industrialization of specialized chemical products for integrated circuits [1] Group 1: Company Strategy - The company is concentrating on the research and industrialization of electronic wet chemicals, electronic specialty gases, and precursor materials, establishing itself as a key player in the domestic industry [1] - To further enhance its comprehensive competitiveness, the company is accelerating the development and industrialization of functional chemical products for integrated circuits [1] Group 2: Expansion and Acquisitions - The company is actively expanding into new fields, including high-purity quartz materials, through significant equity investments and the acquisition of the UK-based Heraeus company [1]

Core Viewpoint - Shanghai Zhengfan Technology Co., Ltd. has made progress in acquiring a 62.2318% stake in Liaoning Hanjing Semiconductor Materials Co., Ltd. for a total transaction amount of RMB 1.12 billion, which will make Hanjing Semiconductor a subsidiary of Zhengfan Technology [3][6]. Group 1: Transaction Details - The acquisition agreement was signed on August 14, with five shareholders of Hanjing Semiconductor [3]. - The transaction amount is RMB 1.12 billion, and the deal will result in Hanjing Semiconductor becoming a controlling subsidiary of Zhengfan Technology [3]. - The valuation of Hanjing Semiconductor was assessed at RMB 1.905 billion, resulting in a substantial appreciation rate of 640.46%, significantly higher than the average in the industry [6][7]. Group 2: Company Background - Zhengfan Technology specializes in high-tech industries such as integrated circuits, semiconductor, biomedicine, new energy, and advanced manufacturing, focusing on ultra-pure fluid media and related core technologies [6]. - Hanjing Semiconductor was established in 2022 by the core team of the former Shenyang Hanke Semiconductor Materials Co., Ltd., focusing on high-purity quartz materials and silicon carbide ceramic materials [8]. - Hanjing Semiconductor completed an asset transfer agreement with Hanke Semiconductor in October 2024, acquiring relevant assets and ceasing Hanke's production operations [8].

近日，位于山东临沂市沂南县的东昊泉新材料科技有限公司，在新材料技术攻关上取得重大突破。"我 们发现高硅氧玻璃纤维耐高温性能非常稳定，比普通钢材融化点要高好几百度，在民用防火领域有很大 的市场空间。最近，我们通过与高校及科研院所开展产学研联合攻关，成功采用'二元法'制备工艺和独 创的'粉料一步法'拉丝技术，用当地石英砂做原料的高硅氧玻璃纤维项目实现量产，实现节能45%以 上，材料成本节约60%以上。"山东昊泉新材料科技有限公司总经理赵祥说。 沂南县汇海膜材料科技有限公司则在太原理工大学廖家友团队的带领下，突破了国外"卡脖子"技术，实 现各种型号膜组件批量化生产，在沂南建立了我国首家具有自主知识产权的中空纤维气体分离膜高科技 企业，膜产品性能指标与国外产品相当，在通量和特种成分选择性方面更优于国外产品。 沂南县科鲁特新材料科技有限公司与武汉理工大学合作，成功突破石英砂提纯关键技术，建成全县首条 高纯石英砂生产线，应用该项技术后，年产高纯石英材料可达2万吨，极大地提高了市场竞争力……一 项项技术突破彰显出沂南县加力实施产业链锻造工程取得的新成果，奏响了新材料产业延链强链"集结 号"。 今年以来，沂南县大力实施以"工 ...