Core Viewpoint - The photolithography machine sector is experiencing a partial rebound in the afternoon, with notable gains in several companies' stock prices, indicating renewed investor interest in this industry [1] Company Summaries - Newray Materials saw its stock price increase by over 10%, reflecting strong market performance and investor confidence [1] - Other companies such as Lihexing, Zhichun Technology, Guangxin Materials, Yake Technology, and Wavelength Optoelectronics also experienced stock price increases, suggesting a broader positive trend within the sector [1]

Core Insights - The company specializes in high-purity application materials, focusing on vacuum chambers, pipelines, fittings, pumps, valves, and flanges, which are critical components for high-purity fluid pipeline systems, ultra-high vacuum systems, and ultra-clean gas pipeline systems [1] - The company's subsidiaries produce aseptic packaging materials and related equipment for liquid foods such as milk and juice, indicating a diverse product range [1] - The company is one of the few domestic manufacturers covering the semiconductor, biopharmaceutical, and food safety sectors, highlighting its unique market position [1] Product and Market Focus - The company's semiconductor vacuum systems and gas systems serve suppliers and end manufacturers in the semiconductor industry, with direct supply relationships for equipment clients [1] - The AdvanTorr brand for vacuum products and the NanoPure brand for gas products are applicable throughout the semiconductor industry chain, indicating strong brand recognition [1] - Specific customer information is considered a trade secret, suggesting a focus on maintaining competitive advantage through confidentiality [1]

Core Viewpoint - The company, New Lai Ying Material, provides semiconductor vacuum systems and gas systems that serve both semiconductor equipment suppliers and end manufacturers, indicating a strong position in the semiconductor supply chain [1] Group 1 - The company's semiconductor vacuum products are branded as AdvanTorr, while its gas products are branded as NanoPure, both of which are applicable across the semiconductor industry chain [1] - Equipment clients typically collaborate directly with the company, while end-users are generally supplied indirectly through engineering companies [1]

证券日报网讯新莱应材（300260）10月9日在互动平台回答投资者提问时表示，目前公司订单充足，生 产非常忙碌，请关注公司后续披露的定期报告。 ...

Core Viewpoint - The company is currently in the initial stage of market expansion for liquid cooling equipment and related technical services for data center systems, indicating a focus on innovation and adaptation to market trends [1] Company Summary - The company has confirmed that its current research and development efforts are focused on CDU products, which are specifically designed for liquid cooling systems in data centers [1] - The company emphasizes the importance of the liquid cooling sector for data centers and is committed to monitoring technological developments in this area [1] - The company aims to provide high-reliability solutions for the data center field and will fulfill its information disclosure obligations regarding business progress as required [1] Industry Summary - The market for liquid cooling technology in data centers presents certain uncertainties, which the company acknowledges while encouraging investors to be aware of potential investment risks [1]

Market Overview - The general equipment sector experienced a decline of 0.18% on September 30, with RuJing Technology leading the losses [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Top Performers - Tongrun Equipment (002150) saw a significant increase of 9.98%, closing at 20.82 with a trading volume of 452,400 shares and a transaction value of 923 million [1] - Xinlai Materials (300260) rose by 9.44%, closing at 45.66 with a trading volume of 583,800 shares and a transaction value of 2.636 billion [1] - Other notable gainers included Kaile Co. (301070) with a 5.75% increase and Yilong Co. (603969) with a 5.18% increase [1] Underperformers - RuJing Technology (301525) led the declines with a drop of 6.53%, closing at 110.25 with a trading volume of 44,200 shares and a transaction value of 497 million [2] - Hongsheng Co. (603090) fell by 5.69%, closing at 53.03 with a trading volume of 139,100 shares and a transaction value of 763 million [2] - Other significant losers included Huachen Equipment (300809) and World (688028), with declines of 5.15% and 5.02% respectively [2] Capital Flow - The general equipment sector saw a net outflow of 764 million from institutional investors, while retail investors contributed a net inflow of 739 million [2][3] - Notable capital movements included Xinlai Materials with a net inflow of 122 million from institutional investors, while it experienced a net outflow of 151 million from speculative funds [3] - Tongrun Equipment had a net inflow of 69 million from institutional investors but faced a net outflow of 53 million from speculative funds [3]

Market Overview - The Shanghai Composite Index rose by 0.52% on September 30, with 19 out of 28 sectors experiencing gains, led by the non-ferrous metals and defense industries, which increased by 3.22% and 2.59% respectively [1] - Conversely, the communication and non-bank financial sectors saw declines of 1.83% and 1.14% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 32.30 billion yuan across the two markets, with only four sectors experiencing net inflows [1] - The defense industry led the net inflow with 2.07 billion yuan, followed by the non-ferrous metals sector with a net inflow of 1.98 billion yuan [1] Mechanical Equipment Sector Performance - The mechanical equipment sector experienced a slight decline of 0.02%, with a net outflow of 3.43 billion yuan [2] - Out of 531 stocks in this sector, 189 rose while 330 fell, with three stocks hitting the daily limit up and one hitting the limit down [2] - The top three stocks with significant net inflows were Hezhuan Intelligent (4.27 billion yuan), Xinlai Materials (1.50 billion yuan), and Zhongkong Technology (1.30 billion yuan) [2] Mechanical Equipment Sector Outflow - The top stocks with the highest net outflows included Huagong Technology (-1.47 billion yuan), Yingweike (-589.68 million yuan), and Xinqi Microelectronics (-168.35 million yuan) [3] - The sector's overall performance reflected a mixed sentiment among investors, with notable volatility in individual stock movements [3]

Market Overview - The Shanghai Composite Index closed at 3878.13 points, above the five-day moving average, with a gain of 0.40% [1] - The total trading volume of A-shares reached 1.3698 trillion yuan [1] Stock Performance - A total of 727 A-shares broke through the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Guolin Technology (14.86%) - Danghong Technology (14.35%) - Xinlai Materials (8.41%) [1] Stock Data Summary - Guolin Technology: - Today's change: +20.00% - Turnover rate: 26.73% - Latest price: 19.86 yuan - Deviation rate: 14.86% [1] - Danghong Technology: - Today's change: +20.00% - Turnover rate: 12.01% - Latest price: 61.32 yuan - Deviation rate: 14.35% [1] - Xinlai Materials: - Today's change: +11.79% - Turnover rate: 16.54% - Latest price: 46.64 yuan - Deviation rate: 8.41% [1]

Company Overview - Xinlai Clean Application Materials Co., Ltd. is located in Kunshan, Jiangsu Province, established on July 12, 2000, and listed on September 6, 2011 [3] - The company specializes in the research, production, and sales of high-purity stainless steel materials for clean applications, including vacuum chambers, pumps, valves, flanges, pipelines, and fittings [2][3] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.409 billion yuan, a year-on-year decrease of 0.62% [3] - The net profit attributable to shareholders was 108 million yuan, down 23.06% year-on-year [3] - Since its A-share listing, the company has distributed a total of 185 million yuan in dividends, with 85.065 million yuan distributed in the last three years [3] Stock Performance - On September 23, the stock price increased by 3.40%, with a trading volume of 1.891 billion yuan and a turnover rate of 15.51%, bringing the total market capitalization to 18.098 billion yuan [1] - The average trading cost of the stock is 40.19 yuan, and it is currently near a resistance level of 45.97 yuan, which, if broken, could trigger an upward trend [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Southern CSI 1000 ETF with 1.8736 million shares and Hong Kong Central Clearing Limited with 1.8397 million shares [4] - Notably, Bosera Credit Bond A/B has exited the list of top ten circulating shareholders [4] Market Position - The company is involved in multiple sectors, including photolithography machines, photoresists, and semiconductor applications, with clients including major manufacturers like Applied Materials, LAM, and Northern Huachuang [2] - The main business focuses on high-purity applications in semiconductor chip manufacturing processes such as Physical Vapor Deposition (PVD), Chemical Vapor Deposition (CVD), photolithography, and etching [2]

Group 1 - The core viewpoint of the article highlights a significant surge in the stock prices of photolithography-related companies, indicating strong market interest and potential investment opportunities in this sector [1] Group 2 - Company Kemetek saw its stock price hit the daily limit, reflecting a robust investor sentiment [1] - Wavelength Optoelectronics experienced a rise of over 10%, showcasing positive market performance [1] - Other companies such as Guangli Micro, Zhangjiang Hi-Tech, New Lai Materials, Chipcore Microelectronics, and Kema Technology also followed suit with notable increases in their stock prices [1]