Core Viewpoint - The company is making significant progress on its 2025 capital increase project, with the main structure of the factory completed by January 2026 and production equipment expected to be installed starting in 2026 [1] Group 1 - The company confirmed that the construction of its capital increase project is proceeding smoothly [1] - The factory's main structure was topped out in January 2026 [1] - The company aims to accelerate project construction to achieve production as soon as possible [1]

Core Viewpoint - The company, Shihua Technology (688093.SH), has received a new High-tech Enterprise Certificate from the Jiangsu Provincial Department of Science and Technology, Jiangsu Provincial Department of Finance, and the State Taxation Administration of Jiangsu Province, indicating its continued recognition as a high-tech enterprise [1] Group 1 - The certificate number is GR202532017131, and it was issued on December 19, 2025, with a validity period of three years [1] - This recognition follows the expiration of the company's previous High-tech Enterprise Certificate, which required a re-evaluation [1]

证券代码：688093 证券简称：世华科技 公告编号：2026-003 苏州世华新材料科技股份有限公司 关于自愿披露通过高新技术企业重新认定的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 苏州世华新材料科技股份有限公司（以下简称"公司"）于近日收到江苏省 科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合颁发的《高新技术 企业证书》（证书编号：GR202532017131，发证时间：2025 年 12 月 19 日，有 效期：三年）。 本次认定系公司原高新技术企业证书有效期满后进行的重新认定。根据《中 华人民共和国企业所得税法》及国家相关税收政策规定，公司自通过高新技术企 业重新认定后连续三年将继续享受国家关于高新技术企业的税收优惠政策，即按 15%的税率缴纳企业所得税。本次通过高新技术企业重新认定不影响公司目前适 用的企业所得税税收优惠政策，不会对公司经营业绩产生重大影响。 特此公告。 苏州世华新材料科技股份有限公司董事会 2026 年 2 月 12 日 ...

Group 1 - The core point of the news is that Suzhou Shihua New Materials Technology Co., Ltd. (世华科技) experienced a stock price increase of 5.11%, reaching 38.28 CNY per share, with a trading volume of 146 million CNY and a turnover rate of 1.51%, resulting in a total market capitalization of 10.733 billion CNY [1] - The company, established on April 14, 2010, and listed on September 30, 2020, focuses on the research, production, and sales of functional materials, with its main business revenue composition being 62.90% from functional electronic materials, 36.81% from high-performance optical materials, and 0.29% from other businesses [1] Group 2 - From the perspective of fund holdings, one fund under Everbright Pramerica holds shares in Shihua Technology, specifically the Everbright Pramerica Chengxin Mixed A Fund (光大保德信诚鑫混合A), which held 2,973 shares, accounting for 1.02% of the fund's net value, ranking as the eighth largest holding [2] - The Everbright Pramerica Chengxin Mixed A Fund, established on December 15, 2016, has a latest scale of 3.3726 million CNY, with a year-to-date return of 9.47%, ranking 2249 out of 8872 in its category, and a one-year return of 61.13%, ranking 1278 out of 8126 [2]

北京植德律师事务所 关于苏州世华新材料科技股份有限公司 控股股东之一致行动人 增持公司股份的 法律意见书 植德(证)字[2026]0001-1 号 二〇二六年一月 北京植德律师事务所 Merits & Tree Law Offices 北京市东城区东直门南大街 1 号来福士中心办公楼 12 层 邮编: 100007 12th Floor, Raffles City Beijing Office Tower, No.1 Dongzhimen South Street, Dongcheng District, Beijing 100007 P.R.C 电话(Tel):010-56500900 传真(Fax): 010-56500999 www.meritsandtree.com 北京植德律师事务所 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共和国 证券法》(以下简称"《证券法》")、《上市公司收购管理办法》(以下简称"《收购 管理办法》")、《上海证券交易所上市公司自律监管指引第 8 号 -- 股份变动管 理》等法律、行政法规、部门规章及其他规范性文件(以下简称"法律法规") 的有关规定, ...

证券代码：688093 证券简称：世华科技 公告编号：2026-002 苏州世华新材料科技股份有限公司 关于控股股东一致行动人增持公司股份计划 实施完毕暨增持结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 已披露增持计划情况 苏州世华新材料科技股份有限公司（以下简称"公司"）于 2025 年 1 月 9 日 在上海证券交易所网站（www.sse.com.cn）披露了《苏州世华新材料科技股份有 限公司关于控股股东一致行动人增持公司股份计划的公告》（公告编号： 2025-007）。为积极响应中国证监会鼓励上市公司控股股东、实际控制人增持上 市公司股票的号召，且基于对公司未来持续稳定发展的坚定信心及对公司长期投 资价值的认可，公司控股股东、实际控制人顾正青先生之一致行动人耶弗有投资 发展（苏州）有限公司（以下简称"耶弗有投资"）拟自 2025 年 1 月 9 日起 12 个 月内，以银行专项贷款和自有资金，通过上海证券交易所交易系统以集中竞价交 易方式增持公司无限售流通 A 股股份，增持金额 ...

2025 年 11 月 4 日，世拓材料办理完成了本项目的《江苏省投资项目备案证》 （备案证号：张保投资备[2025]309 号，项目名称：高性能光学和集成电路高分 子材料项目，项目总投资：50,000 万元，计划开工时间：2026 年）。 近日，世拓材料参与了张家港市自然资源和规划局以网上挂牌方式公开出让 的国有建设用地使用权竞拍，成功竞得本项目 34,722.1 平方米的建设用地使用权， 并与张家港市自然资源和规划局签署了《国有建设用地使用权出让合同》（以下 简称"《出让合同》"）。 上述事项不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规 定的重大资产重组。 三、《出让合同》的主要内容 证券代码：688093 证券简称：世华科技 公告编号：2026-001 苏州世华新材料科技股份有限公司 关于全资子公司签订国有建设用地使用权出让合同 暨对外投资进展的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、对外投资概述 苏州世华新材料科技股份有限公司（以下简称"公司"）于 2025 年 3 月 2 ...

Core Viewpoint - Yefei Investment Development (Suzhou) Co., Ltd. has completed its share buyback plan, acquiring a total of 2.3053 million A-shares of Shihua Technology, representing approximately 0.82% of the company's total share capital, with a total investment of 60.011 million RMB, reaching the lower limit of the buyback plan [1] Group 1 - The buyback occurred from January 15, 2025, to December 31, 2025, through centralized bidding on the Shanghai Stock Exchange [1] - Following the buyback, Yefei Investment and its concerted parties increased their total shareholding from 43.12% to 43.94% [1] - The buyback will not result in a change of the company's controlling shareholder or actual controller, and Yefei Investment has committed not to reduce its shareholding within the statutory period [1]

Core Viewpoint - The stock of Shihua Technology has shown significant growth this year, with a year-to-date increase of 83.47%, despite recent fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of December 24, Shihua Technology's stock price reached 36.02 yuan per share, with a market capitalization of 10.099 billion yuan [1]. - The stock has experienced a 3.95% increase over the last five trading days and a 5.62% increase over the last 20 days, while it has decreased by 11.44% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -5.3886 million yuan on April 18 [1]. Group 2: Financial Performance - For the period from January to September 2025, Shihua Technology reported a revenue of 845 million yuan, representing a year-on-year growth of 49.23%, and a net profit attributable to shareholders of 316 million yuan, up 61.81% year-on-year [2]. - The company's main business revenue composition includes functional electronic materials (62.90%) and high-performance optical materials (36.81%) [1]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 28.47% to 9,936, while the average circulating shares per person decreased by 22.16% to 26,432 shares [2]. - The company has distributed a total of 493 million yuan in dividends since its A-share listing, with 438 million yuan distributed over the past three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is a new entrant holding 738,900 shares, while E Fund Value Growth Mixed Fund has reduced its holdings by 40,000 shares [3].

Core Viewpoint - Suzhou Shihua New Materials Technology Co., Ltd. is a national-level specialized and innovative small giant enterprise engaged in the research, production, and sales of functional materials, with a focus on customized solutions for various industries including consumer electronics and new energy vehicles [1][14]. Company Overview - Established in 2010 and listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2020, the company specializes in high-performance optical materials, functional electronic materials, and functional adhesives [1][14]. - The company has developed strong partnerships with major consumer electronics brands such as Apple and Samsung, establishing long-term stable relationships within the supply chain [1][14]. Development Stages - The company's development can be divided into three stages: 1. **Initial Stage (2010-2015)**: Focused on producing process application materials for functional devices and established partnerships with leading clients [2][15]. 2. **Business Expansion Stage (2016-2020)**: Expanded product offerings, including materials for TFT-LCD and OLED modules, successfully entering Samsung's material resource pool [2][15]. 3. **Stable Development Stage (2021-Present)**: Achieved production capacity expansion and received multiple national recognitions, including "specialized and innovative small giant" [2][15]. Financial Performance - The company's total revenue has shown consistent growth, increasing from 241 million yuan in 2019 to 795 million yuan in 2024, with a five-year CAGR of 26.96% [6][20]. - In the first three quarters of 2025, revenue reached 845 million yuan, reflecting a year-on-year growth of 49.23% [6][20]. - Net profit attributable to shareholders also increased from 82 million yuan in 2019 to 280 million yuan in 2024, with a five-year CAGR of 27.84% [6][20]. Profitability Metrics - The company has maintained high gross and net profit margins, with gross margins ranging from 56.21% to 63.31% from 2019 to 2024, and net margins from 33.85% to 43.32% during the same period [7][21]. - The company has effectively controlled its expense ratios, with a decrease in sales and management expense ratios over the years [7][21]. Business Segments - The main business segments include functional electronic materials and high-performance optical materials, with the latter showing explosive growth in 2024 due to strategic development initiatives [10][23]. - The revenue from high-performance optical materials increased significantly, accounting for 27.42% of total revenue in 2024 and further rising to 36.81% in the first half of 2025 [10][23]. Product Structure - The company's functional materials are designed to meet specific functions such as adhesion, conductivity, and insulation, utilizing high polymer functional coatings combined with various substrates [12][26]. - The synthesis of high polymer functional coatings is central to product design, with the company employing advanced polymerization and modification techniques to create materials with tailored properties [12][26].