向特定对象发行股票募集配套资金 发行过程和认购对象合规性的 江苏世纪同仁律师事务所 关于江苏华海诚科新材料股份有限公司 发行股份、可转换公司债券及支付现金购买资产 并募集配套资金之 法 律 意 见 书 南 京 市 建 邺 区 贤 坤 路 江 岛 智 立 方 C 座 4 层 邮 编 ： 210019 电 话 ： +86 25-83304480 传 真 ： +86 25-83329335 华海诚科 法律意见书 江苏世纪同仁律师事务所 关于江苏华海诚科新材料股份有限公司 发行股份、可转换公司债券及支付现金购买资产 并募集配套资金之向特定对象发行股票募集配套资金 发行过程和认购对象合规性的法律意见书 致：江苏华海诚科新材料股份有限公司 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司重大 资产重组管理办法》《上市公司证券发行注册管理办法》《可转换公司债券管理 办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重 大资产重组》《律师事务所从事证券法律业务管理办法》和《律师事务所证券法 律业务执业规则（试行）》等有关法律、法规和规范性文件的规定，本所接受江 苏华海诚科新材料股份有限公司 ...

江苏华海诚科新材料股份有限公司 中汇会验[2025]11801号 江苏华海诚科新材料股份有限公司: 验 资 报 告 中国杭州市钱江新城新业路 8号 UDC 时代大厦 A 座 5-8 层、12 层、23 层 Floors5-8,12and23,Block A,UDC Times Building,No.8 Xinye Road，Qianjiang New City,Hangzhou Tel.0571-88879999 Fax.0571-88879000 www.zhepa.cn 否由具有执业许可的会计师事务所出身 您可使用手机"扫一扫"或进入"注册会 ( http://acc.mof.go 报告编码:浙25U6PH 验 资 报 告 我们接受委托,审验了江苏华海诚科新材料股份有限公司(以下简称贵公司) 截至2025年12月10日止新增注册资本及实收资本(股本)情况。按照法律法规以及 决议,批复的要求出资,提供真实、合法、完整的验资资料,保护资产的安全、 完整是全体股东及贵公司的责任。我们的责任是对贵公司新增注册资本及实收资 本(股本)情况发表审验意见。我们的审验是依据《中国注册会计师审计准则第1602 号 -- ...

江苏华海诚科新材料股份有限公司（以下简称"华海诚科"或"公司"）发行股 份、可转换债券及支付现金购买资产并募集配套资金之募集配套资金向特定对象 发行股票承销总结报告及相关材料已经上海证券交易所备案通过，公司将尽快办 理完成本次发行新增股份的登记托管事项。 《江苏华海诚科新材料股份有限公司关于发行股份、可转换公司债券及支付 现金购买资产并募集配套资金之募集配套资金向特定对象发行股票发行情况报 告书》及相关发行文件已于同日在上海证券交易所网站（www.sse.com.cn）披露， 敬请投资者注意查阅。 特此公告。 江苏华海诚科新材料股份有限公司 董事会 证券代码：688535 证券简称：华海诚科 公告编号： 2025-082 江苏华海诚科新材料股份有限公司关于 发行股份、可转换公司债券及支付现金购买资产并募 集配套资金之募集配套资金向特定对象发行股票 发行情况报告书披露的提示性公告 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、准确性和完整性承担法律责任。 2025 年 12 月 18 日 1 ...

华海诚科公告，股东杨森茂于2025年10月27日至2025年11月10日期间通过集中竞价交易方式及大宗交易 方式累计减持公司股份58.47万股，占公司当时总股本的0.7246%；于2025年10月27日至2025年11月11日 期间通过集中竞价及大宗交易方式减持公司股票59.24万股，比例变动数为0.7341%；于2025年11月12日 通过集中竞价及大宗交易方式减持公司股票10.91万股，比例变动数为0.5185%（含被动稀释比例）；于 2025年11月13日至2025年12月16日期间通过集中竞价及大宗交易方式减持公司股票36.89万股，比例变 动数为0.4270%。上述变动后，杨森茂持有公司431.98万股，占公司当前总股本的5.0000%。 ...

证券之星消息，12月12日半导体板块较上一交易日上涨1.63%，晶丰明源领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688368 | 晶丰明源 | 116.02 | 20.00% | 5.81万 | 6.40 Z | | 688172 | 燕矢微 | 28.80 | 16.84% | 35.59万 | 9.86 G | | 688582 | 心动联科 | 66.28 | 12.91% | 21.08万 | 13.33亿 | | 688535 | 华海诚科 | 107.35 | 11.57% | 8.18万 | 8.39亿 | | 300456 | 赛微电子 | 62.33 | 11.52% | 141.34万 | 82.56 Z | | 688234 | 天岳先进 | 90.75 | 11.45% | 22.66万 | 19.81亿 | | 688361 | ...

Group 1 - The semiconductor sector experienced a strong surge on the 12th, with stocks like Jingfeng Mingyuan hitting a 20% limit up and Yandongwei rising nearly 17% [1] - According to the latest forecast by WSTS, the global semiconductor market size is expected to grow by 22.5% year-on-year in 2025, driven particularly by accelerated investments in data centers by large IT companies, with strong growth anticipated in memory and logic chips [1] - WSTS predicts that the global semiconductor market growth rate may reach 26.3% year-on-year in 2026, with data center investments expected to continue as a major growth driver [1] Group 2 - Huatai Securities reported that in the third quarter of 2025, the combined revenue of semiconductor equipment companies in China and overseas is projected to be $14.5 billion, representing an 8% year-on-year increase, with a domestic production rate of 22%, up 6 percentage points year-on-year [1] - Looking ahead to 2026, the Chinese market size is expected to grow by 2% year-on-year, reaching $51 billion; with companies like Changxin Technology advancing their listing guidance and SMIC and Huahong completing mergers and acquisitions, investments in advanced process logic and memory in China are expected to accelerate [1] - In addition to local companies likely gaining market share, some non-U.S. companies are expected to maintain stable market shares in China [1]

Group 1 - The semiconductor industry is projected to achieve a significant milestone, with global semiconductor revenue expected to reach $216.3 billion in Q3 2025, marking the first time quarterly revenue surpasses $200 billion, and an annual revenue forecast of $800 billion [1] - The strong growth in the semiconductor industry is attributed to the expansion of AI advanced processes and a super cycle in storage, with logic chip revenue expected to grow by 37.1% in 2025 and global storage market growth projected at 39.4% in 2026, surpassing the 27.8% growth expected in 2025 [2] - The semiconductor equipment sector is positioned as a critical upstream component of the industry, with expectations for a significant increase in domestic semiconductor equipment orders and performance in 2025, driven by advancements in AI and the expansion projects of major domestic storage manufacturers [2] Group 2 - The semiconductor equipment ETF (561980) tracks the CSI Semiconductor Industry Index, with over 50% equipment content, and has seen a year-to-date increase of over 55%, outperforming similar indices in the semiconductor sector [2] - The semiconductor equipment segment is recognized as a foundational element of the industry, with a clear long-term growth logic supported by structural strong dynamics [2]

南方财经12月12日电，午后存储芯片概念震荡走强，华海诚科涨超10%，艾森股份、北京君正、赛腾股 份、恒烁股份、神工股份跟涨。消息面上，SK海力士正在与英伟达合作，加速其下一代AI NAND闪存 的研发，目标是在2027年之前实现比现有企业级SSD快30倍的存储性能。 ...

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]

Group 1 - The Chiplet sector experienced a decline of 1.24% [1] - Companies such as Saiwei Electronics fell by 3.14% [1] - Huahai Chengke decreased by 2.27% [1] - Runxin Technology dropped by 2.04% [1] - Cambricon saw a decline of over 2% [1]