艾森股份股价创出历史新高，截至11:14，该股上涨17.08%，股价报70.06元，成交量884.96万股，成交 金额5.70亿元，换手率15.70%，该股最新A股总市值达61.75亿元，该股A股流通市值39.50亿元。 证券时报·数据宝统计显示，艾森股份所属的电子行业，目前整体涨幅为2.52%，行业内，目前股价上涨 的有431只，涨停的有珂玛科技、立昂微等5只。股价下跌的有54只，跌幅居前的有百邦科技、华体科 技、本川智能等，跌幅分别为20.02%、7.30%、3.78%。 两融数据显示，该股最新（12月19日）两融余额为2.47亿元，其中，融资余额为2.47亿元，近10日增加 581.84万元，环比增长2.41%。 （文章来源：证券时报网） 公司发布的三季报数据显示，前三季度公司共实现营业收入4.39亿元，同比增长40.71%，实现净利润 3447.61万元，同比增长44.67%，基本每股收益为0.3900元，加权平均净资产收益率3.48%。（数据宝） ...

Group 1 - The core viewpoint of the news is that Aisen Co., Ltd. has seen a significant increase in its stock price, rising by 5.01% to reach 62.84 yuan per share, with a total market capitalization of 5.538 billion yuan as of the report date [1] - Aisen Co., Ltd. specializes in the research, production, and sales of electronic chemicals, with its main business revenue composition being: electroplating solution and supporting reagents at 45.37%, electroplating supporting materials at 29.31%, photoresist and supporting reagents at 21.91%, and other electronic chemicals at 0.37% [1] - The company was established on March 26, 2010, and was listed on December 6, 2023, indicating a recent entry into the public market [1] Group 2 - Among the top ten circulating shareholders of Aisen Co., Ltd., a fund under Southern Fund ranks as a significant stakeholder, holding 741,200 shares, which accounts for 1.34% of the circulating shares [2] - The Southern Information Innovation Mixed A fund (007490) has achieved a year-to-date return of 50.41%, ranking 875 out of 8170 in its category, and a one-year return of 43.89%, ranking 1140 out of 8139 [2] - The fund manager, Zheng Xiaoxi, has a tenure of 6 years and 189 days, with the fund's total asset size at 7.468 billion yuan, and the best return during his tenure being 154.84% [3]

Group 1 - The company announced a change in its signing registered accountant, with Zhou Siyu replacing Zhang Yang to continue the audit work for the 2025 financial report and internal control [2] - The new signing registered accountants are Geng Lei and Zhou Siyu, while the project partner remains Geng Lei, and the quality control reviewer is still Wu Ren [2]

Group 1 - The company Jiangsu Aisen Semiconductor Materials Co., Ltd. has announced a change in the signing registered accountant for its 2025 financial report and internal control audit, with Zhou Siyu replacing Zhang Yang due to team arrangements at the auditing firm [2][3] - The auditing firm, Shanghai Huikai Accounting Firm, remains unchanged as the financial report and internal control audit institution for the company [2] - The transition of responsibilities during this change has been orderly, ensuring no adverse impact on the company's 2025 financial report and internal control audit work [6] Group 2 - The new signing registered accountant Zhou Siyu has been with Shanghai Huikai since 2015 and has nearly 7 years of experience in securities-related auditing services [3] - The previous signing registered accountant Zhang Yang has been replaced, but the project partner remains Geng Lei, who has extensive experience in auditing listed companies [3] - Both Geng Lei and Zhou Siyu have no violations of independence requirements and have not held or traded the company's shares [5] Group 3 - The company has also announced a change in the holding method of shares by some core technical personnel, specifically Hu Qinghua, who has converted shares held indirectly through Ningbo Ailong into direct holdings [9][10] - This change does not involve an increase or decrease in the total number of shares held in the market and will not affect the company's controlling shareholder or actual controller [9][14] - The change is based on the personnel's confidence in the company's long-term development and aims to ensure stricter compliance with share lock-up commitments [10][13]

据天眼查APP显示，江苏艾森半导体材料股份有限公司成立于2010年03月26日，注册资本8813.3334万 人民币。（数据宝） 12月18日艾森股份大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 7.71 | 383.96 | 49.80 | -17.45 | 东方财富证券股份有限公司拉萨 | 华泰证券股份有限 | | | | | | 金融城南环路证券营业部 | 公司云南分公司 | 艾森股份12月18日大宗交易平台出现一笔成交，成交量7.71万股，成交金额383.96万元，大宗交易成交 价为49.80元，相对今日收盘价折价17.45%。该笔交易的买方营业部为东方财富证券股份有限公司拉萨 金融城南环路证券营业部，卖方营业部为华泰证券股份有限公司云南分公司。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为4421.66万元。 证券时报·数据宝统计显示，艾森股 ...

Core Viewpoint - The company indicates that terminal demand is trending towards high-end and intelligent development, with emerging fields such as 5G, AI, and automotive electronics becoming the main growth drivers [1] Group 1: Market Trends - The process of domestic substitution is accelerating in multiple sub-sectors [1] - The demand for artificial intelligence computing power is surging, which is rapidly expanding the advanced packaging market [1] - The storage chip sector, including HBM and HBF, is experiencing strong demand, further broadening the market space in the wafer sector [1] Group 2: Technological Advancements - Significant domestic technological breakthroughs in PCB (HDI), SLP, IC substrates, and OLED display fields are gradually entering the high-end market [1] - These advancements provide a clear growth path for the company in expanding electronic chemical products in the broader semiconductor field [1]

证券日报网12月18日讯艾森股份在回答调研者提问时表示，受益于行业需求的持续增长和公司市场份额 的稳步提升，公司在手订单充足，产能利用率保持中高位运行。未来产值依赖于客户的实际需求以及所 承接的具体产品类型，公司将保持灵活的产能策略，以客户需求为导向动态调整资源投入。 ...

证券日报网12月18日讯艾森股份在回答调研者提问时表示，目前，公司正性PSPI光刻胶已在部分客户实 现小批量交付，并同步推进多家头部晶圆厂的验证工作。此外公司超高感度PSPI和低温固化负性PSPI 等产品也处于客户端验证阶段，以适配不同技术需求。 （文章来源：证券日报） ...

Core Viewpoint - The company, Aisen Co., Ltd. (688720.SH), is benefiting from sustained industry demand and a steady increase in market share, leading to a robust order backlog and high capacity utilization [1] Group 1: Company Performance - The company has sufficient orders on hand and maintains a mid-to-high capacity utilization rate [1] - The positive PSPI photoresist has been delivered in small batches to some customers, while validation work is ongoing with several leading wafer fabs [1] Group 2: Product Development - The company is advancing the validation of ultra-sensitive PSPI and low-temperature curing negative PSPI products to meet various technical requirements [1]

Group 1 - The core point of the article highlights the performance of Aisen Co., which saw a decline of 2.96% on December 18, closing at 60.33 yuan, with a significant block trade occurring [1] - A total of 77,100 shares were traded in the block transaction, amounting to 3.8396 million yuan, with a discount rate of -17.45% [1] - The buyer was Dongfang Caifu Securities Co., Ltd., while the seller was Huatai Securities Co., Ltd. [1] Group 2 - Over the past three months, Aisen Co. has recorded five block trades with a cumulative transaction value of 40.2058 million yuan [1] - In the last five trading days, the stock has increased by 13.15%, although there has been a net outflow of 41.4666 million yuan from the main funds [1]