证券代码：688603 证券简称：天承科技 公告编号：2026-001 上海天承科技股份有限公司 股东减持股份计划公告 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： 股东持股的基本情况 截至本公告披露日，宁波市睿兴二期股权投资合伙企业（有限合伙）（以下 简称"睿兴二期"）直接持有公司股份 2,095,836 股，占公司总股本的 1.6803%。 减持计划的主要内容 公司于 2026 年 1 月 20 日收到股东睿兴二期发来的《关于股东减持计划的告 知函》，因股东自身资金需求，睿兴二期计划自 2026 年 1 月 27 日至 2026 年 4 月 26 日期间，通过大宗交易和集中竞价交易的方式合计减持公司股份不超过 2,095,836 股，合计减持股份占公司总股本的比例不超过 1.6803%。 | 股东名称 | 睿兴二期 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 ...

Market Performance - On January 20, the Shanghai Composite Index fell by 0.01% to 4113.65 points, the Shenzhen Component Index decreased by 0.97% to 14155.63 points, and the ChiNext Index dropped by 1.79% to 3277.98 points [1] Fund Manager Changes - On January 20, 24 fund managers experienced changes in their positions, with 43 fund products announcing fund manager departures, involving 12 fund managers [3] - In the past 30 days (December 21 to January 20), a total of 564 fund products saw fund manager changes, indicating significant turnover in the industry [3] - The reasons for the changes included 4 fund managers leaving due to job changes, 2 due to personal reasons, 4 due to product expiration, and 2 due to the end of agency roles [3] New Fund Manager Appointments - On January 20, 40 fund products announced new fund manager appointments, involving 12 fund managers [5] - Notably, Xia Haoyang from GF Fund currently manages assets totaling 163.79 billion yuan, with his highest-performing product being the GF Hang Seng A-share Electric Power Equipment ETF, which achieved a return of 97.29% over 1 year and 39 days [5] Fund Research Activity - In the past month (December 21 to January 20), Huaxia Fund conducted the most company research, engaging with 51 listed companies, followed by Bosera Fund with 39 and Southern Fund with 32 [6] - The automotive parts industry was the most researched sector, with 165 instances of fund company inquiries, followed by the medical device industry with 132 inquiries [6] Individual Stock Research - The most researched company in the last month was Xiangyu Medical, with 61 fund management companies participating in the inquiry [8] - In the past week (January 13 to January 20), the company with the highest number of fund inquiries was Tiancheng Technology, receiving attention from 36 fund institutions [8]

2026年01月19日，天承科技披露接待调研公告，公司于01月15日接待睿远基金、上海证券、泰康资管、 长江养老保险、英大保险、国华兴益保险等116家机构调研。 天承科技（688603）最新股价为93.34元，较前一交易日收盘价下跌4.37元，跌幅为4.47%，总市值 116.42亿元。从行业市盈率来看，天承科技所处的电子化学品行业滚动市盈率平均86.77倍，行业中值 74.87倍，天承科技150.17倍排名第19位。 天眼查资料显示，上海天承科技股份有限公司成立于 2010年11月19日，是一家以从事化学原料和化学 制品制造业为主的企业。截至2025年09月30日，天承科技股东户数5237户，较上次增加1964户，户均持 股市值222.30万元，户均持股数量2.38万股。 参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为2.0154，近一年增长75.24%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划 ...

Market Overview - The electronic chemicals sector experienced a decline of 0.48% on January 19, with Tiancheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Jinhong Gas (688106) with a closing price of 25.52, up 9.57%, and a trading volume of 427,900 shares, totaling 1.068 billion yuan [1] - Zhongshi Technology (300684) closed at 54.55, up 8.62%, with a trading volume of 318,000 shares, totaling 1.723 billion yuan [1] - Sanhu Xinke (688389) closed at 76.90, up 6.82%, with a trading volume of 43,100 shares, totaling 321 million yuan [1] Fund Flow Analysis - The electronic chemicals sector saw a net outflow of 550 million yuan from institutional investors, while retail investors contributed a net inflow of 248 million yuan [2] - The top stocks by net inflow from institutional investors included: - Qiangli New Materials (300429) with a net inflow of 86.87 million yuan, accounting for 5.76% of the total [3] - Jinhong Gas (688106) with a net inflow of 83.17 million yuan, accounting for 7.79% of the total [3] - Zhongshi Technology (300684) with a net inflow of 55.72 million yuan, accounting for 3.23% of the total [3]

1月16日，天承科技涨5.64%，截至发稿，报103.00元/股，成交5.37亿元，换手率11.85%，总市值128.47 亿元。 华夏新材料龙头混合发起式A（017697）基金经理为彭锐哲。 截至发稿，彭锐哲累计任职时间2年338天，现任基金资产总规模1748.59万元，任职期间最佳基金回 报-7.53%， 任职期间最差基金回报-9.13%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，上海天承科技股份有限公司位于上海市金山区金山卫镇春华路299号，成立日期2010年11月 19日，上市日期2023年7月10日，公司主营业务涉及PCB所需要的专用电子化学品的研发、生产和销 售。主营业务收入构成为：沉铜电镀专用化学品99.98%，其他(补充)0.02%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓天承科技。华夏新材料龙头混合发起式A（017697）三季度持有 股数9836股，占基金净值比例为4.28%，位居第十大重仓股。根据测算，今日浮盈赚取约 ...

天承科技 20260115 摘要 天成科技构建了平台研发、产品开发和应用开发 3D 研发平台，具备从 0 到 1 的材料开发能力，并运用 AI 大模型设计添加剂分子，提升了在先 进节点和先进封装领域的竞争力。 公司积极响应国产替代，在高端制程电镀铜/钴添加剂及 2.5D/3D 封装 TSV 技术等方面取得突破，与华为 2012 实验室等合作，实现技术转化 并布局纳米级到百微米尺度金属互联。 天成科技专注于电动车市场功能型电子化学品，尤其在线路板、封装载 板及先进制程电镀液配方，通过合作与技术引进，全面布局新能源行业 高端制程国产替代。 国内存储行业在 2.5D/3D 先进封装技术上发展迅速，不受 EUV 限制， 天成科技在板级互联和玻璃基板 TGV 金属互联技术方面具有优势，与国 际领先企业站在同一起跑线。 逻辑芯片对湿电子化学品工艺稳定性和多样性要求高，国产替代难度大； 存储芯片设计标准化，国产替代进展快，为装备零部件及材料厂商提供 验证机会。 Q&A 天成科技在半导体事业部的发展进展如何？ 天成科技在半导体事业部的发展取得了显著进展。自 2024 年 10 月 15 日举办 的小型交流会以来，公司设定了三 ...

Group 1 - The electronic chemicals sector increased by 1.2% on January 14, with Tiancheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Key stocks in the electronic chemicals sector showed significant price movements, with Tiancheng Technology rising by 14.28% to a closing price of 93.37 [1] Group 2 - The electronic chemicals sector experienced a net outflow of 607 million yuan from institutional investors, while retail investors saw a net inflow of 674 million yuan [2] - Notable stocks with significant net inflows from retail investors include Wanrun Co., which had a net inflow of 100 million yuan [3] - The overall trading volume and turnover for various stocks in the electronic chemicals sector varied, with Wanrun Co. achieving a turnover of 1.08 billion yuan [1][3]

Core Viewpoint - The company is actively expanding its overseas market presence, particularly in Southeast Asia, with significant progress in securing orders and establishing production capabilities [1] Group 1: Overseas Market Development - The company has focused on Southeast Asia since 2025, obtaining orders from over ten high-end PCB factories in Thailand [1] - Additionally, the company has secured orders from several clients in Malaysia and Vietnam, indicating a growing supply volume [1] Group 2: Production Capacity Expansion - The company's factory in Thailand is currently under construction, with the local team accelerating the progress to achieve early production [1] - The planned annual production capacity for the Thailand factory is set at 20,000 tons [1]

Market Performance - The electronic chemicals sector increased by 1.37% on January 9, with Guoci Materials leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Stock Performance - Guoci Materials (300285) closed at 33.88, with a significant increase of 14.93% and a trading volume of 809,200 shares, amounting to a transaction value of 2.582 billion yuan [1] - Tiancheng Technology (688603) rose by 8.63% to close at 87.51, with a trading volume of 80,300 shares and a transaction value of 695 million yuan [1] - Other notable performers included Lite-On Optoelectronics (688150) with a 3.67% increase, and Nanda Optoelectronics (300346) with a 3.53% increase [1] Capital Flow - The electronic chemicals sector experienced a net outflow of 941 million yuan from institutional investors, while retail investors saw a net inflow of 615 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Guoci Materials (300285) had a net inflow of 236 million yuan from institutional investors, but a net outflow of 29.147 million yuan from retail investors [3] - Lite-On Optoelectronics (688150) saw a net inflow of 32.748 million yuan from institutional investors, while retail investors had a net outflow of 39.897 million yuan [3] - Other stocks like Anji Technology (688019) and Zhongshi Technology (300684) also showed varied capital flows, reflecting differing investor sentiments [3]

1月5日，天承科技涨5.31%，截至发稿，报78.94元/股，成交1.61亿元，换手率4.37%，总市值98.46亿 元。 资料显示，上海天承科技股份有限公司位于上海市金山区金山卫镇春华路299号，成立日期2010年11月 19日，上市日期2023年7月10日，公司主营业务涉及PCB所需要的专用电子化学品的研发、生产和销 售。主营业务收入构成为：沉铜电镀专用化学品99.98%，其他(补充)0.02%。 数据显示，华夏基金旗下1只基金重仓天承科技。华夏新材料龙头混合发起式A（017697）三季度持有 股数9836股，占基金净值比例为4.28%，位居第十大重仓股。根据测算，今日浮盈赚取约3.91万元。 华夏新材料龙头混合发起式A（017697）成立日期2023年2月14日，最新规模1366.6万。今年以来收益 24.38%，同类排名3828/8155；近一年收益24.38%，同类排名3828/8155；成立以来亏损10.88%。 华夏新材料龙头混合发起式A（017697）基金经理为彭锐哲。 截至发稿，彭锐哲累计任职时间2年327天，现任基金资产总规模1748.59万元，任职期间最佳基金回 报-10.88%， 任职 ...