Group 1 - The lithography equipment sector leads the market with an increase of 1.18% [1] - Among the companies, Boliang Optoelectronics saw a significant rise of 20.01% [1] - Yongxin Optics and Sudavige both experienced notable increases of 10.0% and 7.9% respectively [1] Group 2 - Other companies such as Maolai Optics, Lanying Equipment, and Xinlai Materials also reported gains exceeding 6% [1]

Core Viewpoint - The A-share market saw a strong rally in the photolithography machine sector, with the photolithography index rising by 4.24% and leading company SMIC reaching a historical high in stock price [1][2]. Group 1: Market Performance - The photolithography index closed at 4525.95, up by 183.95 points, reflecting a 4.24% increase [2]. - SMIC's stock price closed at 117.39 CNY per share, with a nearly 7% increase, leading to a total market capitalization of 605.8 billion CNY [1]. - Other companies in the sector, such as BOL, SuDa WeiGe, and FJ Technology, also experienced significant gains, with BOL rising by 20% [1][2]. Group 2: Industry Developments - Reports indicate that SMIC is testing a deep ultraviolet photolithography machine manufactured by the Shanghai startup Yuliangsheng, which utilizes immersion technology similar to that of ASML [2]. - The photolithography machine is a core device in wafer manufacturing, essential for continuing Moore's Law, with a promising market outlook [4]. - The advanced packaging market is projected to grow from 38 billion USD in 2024 to 79 billion USD by 2030, with high-end packaging expected to increase from 8 billion USD to over 28 billion USD in the same period [4]. Group 3: Market Dynamics - ASML, Nikon, and Canon dominate the global photolithography market, with ASML holding a 61.2% market share in 2024, being the sole supplier in the EUV segment [4]. - China is the largest customer for ASML's photolithography machines, with revenue from the region expected to surge to 41% in 2024 due to the expansion of wafer fabs and excess inventory [4]. - The domestic photolithography machine industry is anticipated to see growth opportunities driven by the increasing demand for AI computing and advancements in domestic chip technology [5].

Market Overview - The Shanghai Composite Index closed at 3877.55 points, above the five-day moving average, with a gain of 0.41% [1] - The total trading volume of A-shares reached 1.5619 trillion yuan [1] Stocks Exceeding Five-Day Moving Average - A total of 519 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Sanwei Equipment: 22.44% - Zhejiang Hengwei: 15.49% - Huijin Co.: 14.45% [1][2] Detailed Stock Performance - The following stocks showed the highest deviation rates from the five-day moving average: - Sanwei Equipment: Today's price increased by 29.95% with a turnover rate of 27.40% [2] - Zhejiang Hengwei: Today's price increased by 19.99% with a turnover rate of 11.97% [2] - Huijin Co.: Today's price increased by 20.03% with a turnover rate of 22.53% [2] - Other stocks with notable performance include: - Huicheng Vacuum: 11.54% increase, 14.16% turnover [2] - Yian Technology: 10.62% increase, 11.97% turnover [2]

Core Viewpoint - The domestic photolithography machine sector is experiencing a surge due to the construction boom of wafer fabs in China and increased U.S. export controls, making the localization of photolithography machines urgent [1] Industry Summary - The stock prices of photolithography-related companies have risen significantly, with Wave Optoelectronics hitting a 20% limit up, Hongli Zhihui up over 16%, and others like Maolai Optics and Su Dawei Ge rising over 10% [1] - By the end of 2026, the total monthly production capacity of 12-inch wafer fabs in mainland China is expected to grow from 2.17 million pieces in 2023 to over 4.14 million pieces, driven by the demand for advanced process capacity due to AI development [1] - The purchase cost of photolithography machines accounts for the highest portion of the total investment in chip production lines, estimated at 21%-23% [1] Company Summary - Shanxi Securities highlights the growth potential of the domestic photolithography machine industry chain under the backdrop of policy support and import substitution [1] - Key suppliers of core components for photolithography machines, such as Maolai Optics, Inno Laser, Su Dawei Ge, and Chip Microelectronics, are recommended for attention [1]

Group 1 - The core viewpoint of the news highlights the active performance of the photolithography machine sector, with significant stock price increases for several companies [1] - Companies such as Wangguang Optoelectronics and Yongxin Optics reached their daily limit increase, indicating strong market interest [1] - Other companies in the sector, including Sudavige, Maolai Optics, Lanying Equipment, Xinlai Materials, and Guolin Technology, saw stock price increases exceeding 5% [1]

Group 1 - The A-share market saw a strong performance in photolithography machine concept stocks, with significant gains reported [1] - Wavelength Optoelectronics surged nearly 18%, while Yongxin Optical reached a daily limit up [1] - Maolai Optics increased by over 7%, and Blue Eagle Equipment rose by 5% [1] - Other companies such as Kaimete Gas, New Lai Materials, and Su Da Weige all experienced gains exceeding 4% [1]

Group 1 - The semiconductor lithography machine concept stocks opened high, indicating positive market sentiment towards this sector [1] - Yongxin Optical Technology reached the daily limit increase, reflecting strong investor interest and confidence in the company [1] - Wavelength Optoelectronics approached a 20% limit increase, showcasing significant market movement and potential growth [1] Group 2 - Other companies such as Guolin Technology, Su Da Weige, Maolai Optics, Xinlai Materials, and Blue Eagle Equipment also experienced upward movement, indicating a broader trend in the lithography machine sector [1]

Core Points - The company announced a cash dividend of 0.13 yuan per share for the 2025 semi-annual profit distribution [2][4] - The profit distribution plan was approved at the annual shareholders' meeting on April 28, 2025, and subsequently at the board meeting on August 28, 2025 [2][4] Distribution Plan - The distribution year is set for the 2025 semi-annual period [3] - Eligible shareholders are those registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [3] - The total number of shares eligible for distribution is 52,551,907 shares after excluding shares in the company's repurchase account, leading to a total cash dividend payout of approximately 6,831,747.91 yuan (including tax) [4] Differentiated Dividend Distribution - The company will distribute a cash dividend of 1.3 yuan for every 10 shares held, with no capital reserve conversion or bonus shares issued [4] - The distribution will be adjusted if there are changes in the total share capital before the registration date [4] Tax Implications - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.13 yuan per share [8][9] - For shares held for less than one year, tax will be calculated upon transfer, with a potential effective tax burden of 10% for shares held between one month and one year [9][10] - For foreign institutional investors, a withholding tax of 10% will apply, resulting in a net cash dividend of 0.117 yuan per share [10][11] Implementation Details - Cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch to eligible shareholders [7] - Shareholders who have not completed designated trading will have their dividends held until the trading is completed [7]

Group 1 - The company announced a cash dividend of 0.13 yuan per share (including tax) for the first half of 2025 [2] - The record date for the dividend is set for September 19, 2025 [2] - The ex-dividend date and the date of cash dividend distribution are both scheduled for September 22, 2025 [2]

中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为 南京茂莱光学科技股份有限公司（以下简称"茂莱光学"或"公司"）首次公开 发行股票并在科创板上市项目的保荐机构，根据《中华人民共和国公司法》《中 华人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创 板股票上市规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》 《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有关法律法 规和规范性文件的要求，对茂莱光学本次差异化权益分派特殊除权除息事项进行 了审慎核查，发表意见如下： 一、本次差异化权益分派的原因 中国国际金融股份有限公司 关于南京茂莱光学科技股份有限公司 差异化权益分派特殊除权除息事项的核查意见 公司于 2024 年 4 月 26 日召开第四届董事会第二次会议，审议通过了《关于 使用超募资金以集中竞价交易方式回购股份的议案》，同意公司以集中竞价交易 方式回购公司股份，回购资金总额不低于人民币 2,500 万元（含），不超过人民 币 5,000 万元（不含），回购价格不高于第四届董事会第二次会议审议通过回购 决议前 30 个交易日公司股票交易均 ...