Core Viewpoint - The storage industry is entering a super cycle driven by AI, leading to an increase in storage chip prices and positively impacting the packaging materials supply chain through advanced packaging technology [1] Group 1: Industry Insights - The current super cycle in the storage industry is primarily driven by AI advancements [1] - This cycle is not only increasing storage chip prices but also enhancing the volume and price of packaging materials [1] Group 2: Company Strategy - The company is leveraging technological innovation and product structure adjustments to gradually expand its market share in the traditional packaging sector [1] - The company is actively investing in the advanced packaging field to promote the industrialization of high-end products [1]

证券日报网讯 2月5日，华海诚科在互动平台回答投资者提问时表示，公司相关经营情况已在定期报告 中详细披露，后续会及时更新披露相关情况。 （文章来源：证券日报） ...

Group 1 - The company, Huahai Chengke, stated that it adheres to the principle of fair disclosure to ensure all investors receive information equally [1] - The company will disclose the legally required number of shareholders in its periodic reports and will not respond to inquiries on the interactive platform regarding this information [1]

格隆汇2月5日丨华海诚科(688535.SH)在投资者互动平台表示，公司专注于半导体封装材料的研发和生 产，目前的产品体系主要包括环氧塑封料和电子胶黏剂，这些材料广泛应用于半导体、集成电路等封装 应用领域。 ...

Group 1 - The semiconductor materials and equipment theme indices have experienced declines, with the Shanghai Stock Exchange Sci-Tech Innovation Board index down by 2.13% and the China Securities semiconductor materials and equipment index down by 2.15% as of February 5, 2026 [1][2] - Key stocks such as Huafeng Measurement Control and Tuojing Technology have seen significant declines, with Huafeng Measurement Control leading the drop at 6.60% [1] - The Sci-Tech semiconductor ETF (588170) has seen a recent price drop of 2.06%, while the semiconductor equipment ETF (562590) decreased by 2.17% [1] Group 2 - The Sci-Tech semiconductor ETF has recorded a net outflow of 59.39 million yuan, but over the past five trading days, it has seen a net inflow of 202 million yuan, averaging 40.37 million yuan per day [2] - Qualcomm reported better-than-expected Q1 FY2026 results but provided a revenue outlook below market expectations due to global memory supply shortages, projecting revenue between 10.2 billion to 11 billion USD for Q2 [2] - The demand for AI computing power is increasingly dominating storage needs, leading to a significant rise in DRAM prices, with server DRAM prices expected to increase by approximately 90% in Q1 [3] Group 3 - The Sci-Tech semiconductor ETF and its linked funds track the semiconductor materials and equipment theme index, focusing on hard tech companies in semiconductor equipment (60%) and materials (25%) [4] - The semiconductor equipment ETF (562590) also emphasizes semiconductor equipment (63%) and materials (24%), highlighting the importance of domestic substitution in the semiconductor industry [4]

Core Viewpoint - The storage industry is entering a super cycle driven by AI, leading to an increase in storage chip prices and a positive impact on the packaging materials supply chain through advanced packaging technology [1] Company Summary - The company is expanding its market share in the traditional packaging sector through technological innovation and product structure adjustments [1] - The company is actively investing in the advanced packaging field to promote the industrialization of high-end products [1]

证券日报网1月30日讯，华海诚科在接受调研者提问时表示，衡所华威的产品体系全面覆盖基础、高性 能、先进封装多个层次，在国内外众多细分应用领域处于领先地位。在国内中高端半导体封装材料被外 资厂商垄断的背景下，衡所华威立足于高性能封装的同时，积极布局先进封装领域，推动高端产品的产 业化。衡所华威产品结构聚焦于高性能产品的同时，在先进封装领域不断拓展，产品终端应用涉及汽车 电子、新能源、第三代半导体、工业领域、消费电子、物联网、光伏等领域，形成了较为显著的产品体 系优势。衡所华威主要以封装技术演进趋势与客户定制化需求为导向，凭借扎实的研发实力与丰富的实 践经验，在产品配方与生产工艺等方面进行持续研发与技术攻关，实现从低端到高端产品全面覆盖的技 术体系，可实现灵活快速的研发需求响应。 ...

证券日报网1月30日讯，华海诚科在接受调研者提问时表示，国内的环氧塑封料市场，高性能类占比最 高；基础类因单价较低，占比相对较小；先进封装类占比也较低。 ...

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI and Al-X photoresist are highlighted, with PSPI's market size in China estimated at 7.12 billion yuan in 2023 [8]. Investment Opportunities - The article identifies 14 key advanced packaging materials that are critical for the semiconductor industry, emphasizing the potential for domestic companies to capture market share from established foreign players [7][8]. - Companies like 鼎龙股份, 国风新材, and 三月科 are mentioned as potential leaders in the domestic market for advanced packaging materials [8]. Growth Projections - The market for conductive adhesives is expected to reach 3 billion yuan by 2026, while the chip bonding materials market is projected to grow from approximately $4.85 billion in 2023 to $6.84 billion by 2029 [8]. - The epoxy encapsulation materials market is anticipated to grow to $9.9 billion by 2027, indicating strong demand in the sector [8]. Competitive Landscape - The article outlines the competitive landscape, noting that foreign companies like Fujifilm, Toray, and Dow are currently dominant in various segments, but domestic firms are rapidly advancing [8]. - The need for innovation and investment in R&D is emphasized for domestic companies to compete effectively against established international players [8].

1月27日，华海诚科涨5.71%，截至发稿，报133.49元/股，成交5.42亿元，换手率8.13%，总市值128.17 亿元。 资料显示，江苏华海诚科新材料股份有限公司位于江苏省连云港市经济技术开发区东方大道66号，成立 日期2010年12月17日，上市日期2023年4月4日，公司主营业务涉及研发生产销售用于半导体器件、特种 器件、集成电路及稀土永磁无铁芯电机、LED支架等电子封装材料产品。主营业务收入构成为：环氧塑 封材料92.80%，胶黏剂6.23%，其他0.98%。 从华海诚科十大流通股东角度 数据显示，嘉实基金旗下1只基金位居华海诚科十大流通股东。嘉实竞争力优选混合A（010437）三季 度新进十大流通股东，持有股数81.39万股，占流通股的比例为1.55%。根据测算，今日浮盈赚取约 586.86万元。 嘉实竞争力优选混合A（010437）成立日期2021年2月24日，最新规模26.07亿。今年以来收益6.84%， 同类排名3458/8861；近一年收益57.71%，同类排名1339/8126；成立以来亏损22.36%。 嘉实竞争力优选混合A（010437）基金经理为杨欢。 截至发稿，杨欢累计任职时 ...