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 25.43%，同类排名3539/8088；近一年收益23.69%，同类排名3728/8058；成立以来亏损10.13%。 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315天，现任基金资产总规模1748.59万元，任职期间最佳基金回 报-13.46%， 任职期间最差基金回报-14.94%。 12月24日，天承科技涨3.61%，截至发稿，报82.68元/股，成交3.16亿元，换手率8.29%，总市值103.12 亿元。天承科技股价已经连续3天上涨，区间累计涨幅11.2%。 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 ...

证券代码：688603 证券简称：天承科技 公告编号：2025-072 上海天承科技股份有限公司 股东减持股份结果公告 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： 股东的基本情况 本次减持计划实施前，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，占减持公告披露时的公司 总股本的 1.6803%。 减持计划的实施结果情况 公司于 2025 年 9 月 17 日在上海证券交易所网站（www.sse.com.cn）披露了 《上海天承科技股份有限公司股东减持股份计划公告》（公告编号：2025-064）， 因股东自身资金需求，睿兴二期计划自 2025 年 9 月 23 日至 2025 年 12 月 22 日 期间，通过大宗交易和集中竞价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%。 公司近日收到股东睿兴二期发来的股份减持结果告知函，截至 2025 年 12 月 22 日，上述 ...

南财智讯12月23日电，天承科技公告，公司于2025年9月17日披露了股东宁波市睿兴二期股权投资合伙 企业（有限合伙）（简称"睿兴二期"）的减持计划，因自身资金需求，拟在2025年9月23日至2025年12 月22日期间通过大宗交易和集中竞价方式合计减持不超过2,095,836股，即不超过公司总股本的 1.6803%。截至2025年12月22日，减持时间区间届满，睿兴二期未实施减持，实际减持数量为0股，减 持比例为0.00%，当前持股数量仍为2,095,836股，持股比例仍为1.6803%。本次实际减持情况与此前披 露的减持计划一致，不存在违反承诺的情况。 ...

Summary of Tiancheng Technology Conference Call Company Overview - Tiancheng Technology holds approximately 20% market share in the high-end PCB chemical market in mainland China, ranking second in the industry, primarily serving leading clients such as Dongshan Precision and Shengyi Electronics [2][3] Industry Insights - The demand for high-end PCBs is surging due to AI, with the output value of multilayer boards with 18 layers or more expected to grow by 40% year-on-year in 2024, with a compound annual growth rate (CAGR) of 15.7% [2][3] - The global advanced packaging market is projected to reach $80 billion by 2030, increasing the requirements for plating additives [2][5] - The global PCB specialty chemicals market is expected to grow from $7 billion in 2024 to $10 billion by 2032, with production capacity shifting towards mainland China [3] Key Developments - Tiancheng Technology has completed the development of key systems such as TSV and RDL and has passed core certifications, which is expected to open a second growth curve [5] - The company has established a semiconductor division and is advancing R&D projects in glass substrate TGV and wafer-level interconnect systems [5][6] - The company has relocated its headquarters to Zhangjiang, Pudong, Shanghai, and established a core R&D laboratory in Jinqiao, enhancing its integration into the local supply chain [7] Strategic Initiatives - Tiancheng Technology plans to promote products to small and medium-sized clients while collaborating with industry giants to provide comprehensive solutions to top logic and chip manufacturers, aiming for a domestic market share of 10%-15% within the next two to three years, corresponding to revenue of 200-300 million RMB [4][9] - The company is actively participating in a state-owned fund aimed at addressing low domestic production rates and integrating key materials, positioning itself as a platform leader in the industry [8] Production Capacity and Expansion - The company has completed the ODI application and overseas structural setup for a 10,000-ton production base in Thailand, which will serve as an overseas hub [4][9] - Initial products will be produced and exported from the Shanghai factory, with plans to accelerate local production as demand increases [9] Future Outlook - Tiancheng Technology is focused on enhancing its original development capabilities and leveraging AI for efficient iteration of additive molecules to meet new product demands [6] - The company anticipates significant growth in its semiconductor business, driven by its unique ability to independently develop plating additives from scratch [9]

Group 1 - 16 stocks received buy ratings from institutions today, with 11 stocks being newly covered by institutions [1][2] - Among the stocks rated, 5 provided future target prices, with 5 stocks showing an upside potential of over 20%, led by Jiuzhou Pharmaceutical with a potential increase of 48.99% [1][2] - The average increase for stocks with buy ratings today was 1.99%, outperforming the Shanghai Composite Index, with notable gainers including Sanxia Tourism and Anfu Technology [1][2] Group 2 - The electronics industry was the most favored, with stocks like Tiancheng Technology and Woge Optoelectronics receiving buy ratings [2] - The transportation and power equipment sectors also attracted institutional attention, with 3 and 2 stocks respectively making the buy rating list [2] - Specific stocks such as Tiancheng Technology and Anfu Technology were highlighted for their strong buy ratings, with target prices set significantly above their latest closing prices [2]

Market Overview - The electronic chemicals sector experienced a decline of 1.48% on December 11, with Tiancheng Technology leading the drop [1] - The Shanghai Composite Index closed at 3873.32, down 0.7%, while the Shenzhen Component Index closed at 13147.39, down 1.27% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Kaihua Materials (Code: 920526) with a closing price of 24.00, up 3.36% [1] - Tiantong Co. (Code: 600330) with a closing price of 12.82, up 3.05% [1] - Guangxin Materials (Code: 300537) with a closing price of 24.44, up 2.22% [1] - Conversely, significant decliners included: - Datang Zhi (Code: 688603) with a closing price of 76.55, down 5.78% [2] - Xilong Science (Code: 002584) with a closing price of 8.50, down 5.35% [2] - Glinda (Code: 603931) with a closing price of 38.02, down 4.85% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 1.191 billion yuan from institutional investors, while retail investors contributed a net inflow of 800 million yuan [2] - The sector's capital flow details indicate: - Sanping Xinke (Code: 688389) had a net inflow of 13.81 million yuan from institutional investors [3] - Guangxin Materials (Code: 300537) recorded a net inflow of 6.16 million yuan from institutional investors [3] - Notable outflows were observed in companies like Feiwo Tai (Code: 688371) with a net outflow of 1.46 million yuan from institutional investors [3]

北京市中伦律师事务所 关于上海天承科技股份有限公司 2025 年第三次临时股东会的 法律意见书 二〇二五年十一月 北京市中伦律师事务所 关于上海天承科技股份有限公司 2025 年第三次临时股东会的 法律意见书 致：上海天承科技股份有限公司 北京市中伦律师事务所（以下简称"本所"）作为上海天承科技股份有限公 司（以下简称"公司"）的常年法律顾问，受公司委托，指派律师出席公司 2025 年第三次临时股东会（以下简称"本次股东会"）。本所律师根据《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》"）、《上市公司股东会规则》（以下简称"《股东会规则》"） 等有关法律、法规、规范性文件及《上海天承科技股份有限公司章程》（以下简 称"《公司章程》"）的规定，对本次股东会进行见证并出具法律意见。 为出具本法律意见书，本所律师审查了公司本次股东会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为作为出具本法律意见书 所必需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合真实、 准确、完整的要求，有关副本、复印件等材料与原始材料一致。 在本法律 ...

证券代码：688603 证券简称：天承科技 公告编号：2025-071 上海天承科技股份有限公司 2025年第三次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、会议召开和出席情况 （一）股东会召开的时间：2025 年 11 月 17 日 （二）股东会召开的地点：上海市浦东新区金桥路 1851 弄 1 号楼 A 栋 11 楼 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其 持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 49 | | --- | --- | | 普通股股东人数 | 49 | | 2、出席会议的股东所持有的表决权数量 | 65,430,707 | | 普通股股东所持有表决权数量 | 65,430,707 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 52.6454 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 52.6454 | （四）表决方式是否符合 ...

Market Overview - The electronic chemicals sector increased by 0.67% on November 17, with Siquan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Siquan New Materials (301489) closed at 184.89, up 4.89% with a trading volume of 46,100 shares and a transaction value of 849 million [1] - Other notable performers included: - Glinda (603931) at 30.98, up 3.96% with a trading volume of 172,300 shares [1] - Guanghua Technology (002741) at 23.88, up 3.06% with a trading volume of 665,400 shares [1] - National Ceramic Materials (300285) at 25.21, up 2.86% with a trading volume of 417,400 shares [1] Capital Flow - The electronic chemicals sector saw a net inflow of 598 million from institutional investors, while retail investors experienced a net outflow of 624 million [2][3] - Key stocks with significant capital flow included: - Guanghua Technology with a net inflow of 159 million from institutional investors [3] - Siquan New Materials with a net inflow of 124 million from institutional investors [3] - Glinda with a net inflow of 109 million from institutional investors [3]

Market Overview - The electronic chemicals sector experienced a decline of 0.31% on November 11, with Tiancheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Sanhu Xinke (688389) with a closing price of 75.80, up 5.72% on a trading volume of 30,800 shares and a turnover of 229 million [1] - Guanghua Technology (002741) closed at 22.14, up 2.59% with a trading volume of 271,800 shares and a turnover of 600 million [1] - Dinglong Co., Ltd. (300054) closed at 35.18, up 1.97% with a trading volume of 219,500 shares and a turnover of 784 million [1] Capital Flow - The electronic chemicals sector saw a net outflow of 334 million from institutional investors, while retail investors contributed a net inflow of 281 million [2] - The sector's capital flow indicated that: - Nanda Optoelectronics (300346) had a net inflow of 71.76 million from institutional investors, but a net outflow of 94.75 million from retail investors [3] - Guanghua Technology (002741) experienced a net inflow of 45.18 million from institutional investors, but a net outflow of 41.77 million from retail investors [3]