证券代码：300666 证券简称：江丰电子 宁波江丰电子材料股份有限公司 向特定对象发行股票 募集资金使用可行性分析报告（修订稿） 2025 年 10 月 1 一、本次募集资金的使用计划 在考虑从募集资金总额中扣除 2,000 万元的财务性投资后，本次发行的募集 资金总额不超过 194,782.90 万元（含本数），扣除发行费用后拟将全部用于以下 项目： | 序号 | 项目名称 | 总投资金额 （万元） | 拟使用募集资金 （万元） | | --- | --- | --- | --- | | 年产 1 项目 | 5,100 个集成电路设备用静电吸盘产业化 | 109,790.00 | 99,790.00 | | 2 | 年产12,300个超大规模集成电路用超高纯金属 溅射靶材产业化项目 | 35,000.00 | 27,000.00 | | 3 | 上海江丰电子研发及技术服务中心项目 | 9,992.90 | 9,992.90 | | 4 | 补充流动资金及偿还借款 | 58,000.00 | 58,000.00 | | | 合计 | 212,782.90 | 194,782.90 | 在董事会审议通过本次发 ...

证券代码：300666 证券简称：江丰电子 公告编号：2025-113 宁波江丰电子材料股份有限公司 向特定对象发行股票预案（修订稿） 2025 年 10 月 1 发行人声明 1、本公司及董事会全体成员保证本预案内容真实、准确、完整，确认不存 在虚假记载、误导性陈述或重大遗漏，并对预案的真实性、准确性、完整性承担 个别和连带的法律责任。 2、本预案按照《中华人民共和国证券法》《上市公司证券发行注册管理办 法》等要求编制。 3、本次向特定对象发行 A 股股票完成后，公司经营与收益的变化由公司自 行负责；因本次发行引致的投资风险，由投资者自行负责。投资者如有任何疑问， 应咨询自己的股票经纪人、律师、专业会计师或其他专业顾问。 4、本预案是公司董事会对本次向特定对象发行股票的说明，任何与之相反 的声明均属不实陈述。 5、本预案所述事项并不代表审批机关对于本次向特定对象发行 A 股股票相 关事项的实质性判断、确认、批准，本预案所述本次发行相关事项的生效和完成 尚待取得有关审批机关的批准或注册。 2 特别提示 1、本次向特定对象发行 A 股股票相关事项已经公司第四届董事会第二十一 次会议、第四届董事会第二十四次会议、第 ...

证券代码：300666 证券简称：江丰电子 公告编号：2025-110 宁波江丰电子材料股份有限公司 第四届董事会第二十六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1、宁波江丰电子材料股份有限公司（以下简称"公司"）第四届董事会第二 十六次会议的会议通知于 2025 年 10 月 12 日通过电子邮件等方式送达至各位董 事，通知中包括会议相关资料，同时列明了会议的召开时间、地点和审议内容。 2、本次会议于 2025 年 10 月 14 日在公司会议室，以现场及通讯相结合的方 式召开。 3、本次会议应出席董事 9 人，实际出席董事 9 人。其中现场出席会议的董 事 4 人，董事长边逸军先生、董事姚舜先生、吴祖亮先生，以及独立董事张杰女 士和刘秀女士以通讯方式参会。 4、本次会议由董事长边逸军先生主持，公司高级管理人员列席了本次会议。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法 律法规和《公司章程》的有关规定。 二、董事会会议审议情况 会议审议并通过了如下议案： 1、审议通过《关于公司<向特定对 ...

关于向特定对象发行股票预案等相关文件更新情况说明的 证券代码：300666 证券简称：江丰电子 公告编号：2025-111 公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 宁波江丰电子材料股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日 召开第四届董事会第二十六次会议，审议通过了《关于公司<向特定对象发行股 票预案（修订稿）>的议案》等与本次发行相关的议案。现将本次更新的主要内 容说明如下： 一、关于公司向特定对象发行股票预案（修订稿） | 预案章节 | 涉及内容 | 修订情况 | | --- | --- | --- | | 封面 | 封面 | 更新封面日期 | | 特别提示 | 特别提示 | 更新本次发行已履行的审议程 | | | | 序 | | 第一节 本次发行股票方案 | 一、发行人基本情况 | 更新董事会秘书姓名 | | 概要 | 七、本次发行的审批程序 | 更新本次发行已履行的审议程 | | | | 序 | | 第二节 董事会关于本次发 | 二、本次募集资金使用的 | 1）更新相关审批备案事项 | | 行募集资金使用的可行性 ...

证券代码：300666 证券简称：江丰电子 公告编号：2025-112 宁波江丰电子材料股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日召开第四届董事会第二十六次会议，审议通过了关于公司向特定对象发行股票 的相关议案。《宁波江丰电子材料股份有限公司向特定对象发行股票预案（修订 稿）》（以下简称"预案"）《宁波江丰电子材料股份有限公司向特定对象发行股票 方案论证分析报告（修订稿）》《宁波江丰电子材料股份有限公司向特定对象发行 股票募集资金使用可行性分析报告（修订稿）》及相关文件已于 2025 年 10 月 14 日在中国证券监督管理委员会（以下简称"中国证监会"）指定的创业板信息披 露网站巨潮资讯网（http://www.cninfo.com.cn）上披露，敬请投资者注意查阅。 本次预案披露事项不代表审批机关对于本次向特定对象发行股票相关事项 的实质性判断、确认或批准，预案所述本次向特定对象发行股票相关事项的生效 和完成尚待深圳证券交易所审核通过并经中国证监会同意注册，敬请广大投资者 注意投资风险。 特此公告。 宁波江丰电子材料股份有限公司董事会 2025 年 10 月 14 日 宁波江丰电 ...

南方财经10月14日电，半导体板块持续下挫，芯源微跌超10%，华海清科、江丰电子跌超7%，华虹公 司、中微公司、芯原股份多股跌超5%。 ...

Group 1 - Jiangfeng Electronics experienced a decline of 5.24% on October 14, with a stock price of 108.52 CNY per share, a trading volume of 1.468 billion CNY, a turnover rate of 6.02%, and a total market capitalization of 28.793 billion CNY [1] - The company, Ningbo Jiangfeng Electronic Materials Co., Ltd., was established on April 14, 2005, and went public on June 15, 2017. Its main business involves the research, production, and sales of high-purity sputtering targets, with a revenue composition of 63.26% from ultra-high purity targets, 21.90% from precision components, and 14.84% from other sources [1] Group 2 - According to data from the top ten heavy positions of funds, one fund under Huaxia Fund holds a significant position in Jiangfeng Electronics. The Huaxia ChiNext Index Enhanced A (018370) held 56,600 shares in the second quarter, accounting for 2.86% of the fund's net value, ranking as the seventh largest heavy position [2] - The Huaxia ChiNext Index Enhanced A (018370) was established on September 18, 2023, with a latest scale of 51.435 million CNY. Year-to-date returns are 42.95%, ranking 946 out of 4220 in its category, while the one-year return is 47.08%, ranking 1027 out of 3857 [2] - The fund manager, Sun Meng, has a tenure of 5 years and 213 days, with a total asset scale of 10.461 billion CNY. The best fund return during his tenure is 134.33%, while the worst is 21.45% [2]

Summary of Key Points Core Viewpoint - As of October 13, the total market financing balance reached 2.43 trillion yuan, reflecting a slight increase from the previous trading day, indicating ongoing investor interest in the market [1]. Financing Balances - The financing balance for the Shanghai Stock Exchange was 1.23 trillion yuan, up by 29.58 million yuan, while the Shenzhen Stock Exchange saw a decrease of 7.55 million yuan, bringing its balance to 1.19 trillion yuan. The North Exchange's financing balance increased by 3.71 million yuan to 75.10 million yuan [1]. Individual Stock Performance - On October 13, 1,844 stocks received net financing purchases, with 509 stocks having net purchases exceeding 10 million yuan. Notably, 42 stocks had net purchases over 100 million yuan. Northern Rare Earth topped the list with a net purchase of 790 million yuan, followed by CATL and Huahong Semiconductor with net purchases of 604 million yuan and 594 million yuan, respectively [1]. Industry Analysis - Among the stocks with net purchases exceeding 100 million yuan, the sectors with the highest concentration were non-ferrous metals, electronics, and electrical equipment, with 10, 10, and 6 stocks respectively [1]. Stock Financing Ratios - The average ratio of financing balance to circulating market value for stocks with significant net purchases was 3.79%. The stock with the highest ratio was Sihuan Pharmaceutical, with a financing balance of 1.28 billion yuan, accounting for 10.47% of its market value. Other notable stocks included Wangsu Science & Technology and Nanda Optoelectronics, with ratios of 7.91% and 7.18% respectively [2]. Top Net Purchases - The top net purchases on October 13 included: - Northern Rare Earth: 789.52 million yuan, 4.36% of market value - CATL: 604.47 million yuan, 1.11% of market value - Huahong Semiconductor: 594.17 million yuan, 4.36% of market value - Other significant stocks included Baogang Co., Zhongjin Gold, and Shanghai Electric [3][4].

Core Insights - The report highlights a steady growth in China's foreign trade, with a total import and export value of 33.61 trillion yuan in the first three quarters of 2025, marking a year-on-year increase of 4% [2] - The storage industry is experiencing significant price increases, particularly for DDR4 products, due to supply shortages as major manufacturers cease production [2] - The automotive market is expected to maintain stable growth in Q4 2025, driven by new energy vehicle tax incentives and seasonal demand [2] - China's express delivery volume has surpassed 150 billion packages, indicating robust logistics activity [2] - The Haier Group and Alibaba have signed a strategic cooperation agreement focusing on AI and cloud technologies [3] - Foxconn plans to invest 1.7 billion USD in Tamil Nadu, India, creating 14,000 jobs [3] Industry Summaries Coal Industry - The coal industry is witnessing an increase in coking coal prices, with the comprehensive coking coal price index reaching 1424.51 yuan/ton, a month-on-month increase of 4.64% [5] - Coking coal inventory at three major ports has risen, while steel mills' coking coal inventory has decreased, indicating a shift in supply dynamics [5][6] - The average utilization rate of independent coking enterprises has increased to 75.43%, reflecting improved production efficiency [6] - In August, coking coal production rose to 42.597 million tons, while pig iron and crude steel production saw declines [7] - Domestic thermal coal prices have increased, while international prices from Australia, South Africa, and Europe have decreased [10] Semiconductor and AI Industry - Companies like 崇达技术 are advancing in AI computing capabilities and expanding their global supply capacity [4] - 兆易创新 has established a joint laboratory focusing on digital energy solutions for emerging markets [4] Retail and Consumer Goods - 永辉超市 plans to launch 60 private label products this year, aiming for 500 by 2029, with a goal of achieving 100 "billion-level" products in three years [4]

Core Insights - The photolithography concept sector saw a rise of 3.20%, ranking third among concept sectors, with 32 stocks increasing in value, including New Lai Materials which hit the daily limit up of 20% [1] - The leading gainers in the sector included Jiangfeng Electronics, Fuchuang Precision, and Guolin Technology, which rose by 14.54%, 13.50%, and 13.39% respectively [1] - Conversely, the biggest losers were Lante Optics, Dazhu Laser, and Tengjing Technology, which fell by 5.01%, 3.72%, and 3.00% respectively [1] Market Performance - The top-performing concept sectors today included Rare Earth Permanent Magnets with a gain of 6.92% and Military Equipment Restructuring Concept with a gain of 3.51%, while the photolithography sector gained 3.20% [2] - The sector attracted a net inflow of 0.81 billion yuan from main funds, with 19 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflows [2] - The stock with the highest net inflow was Kai Meite Gas, which saw a net inflow of 2.52 billion yuan, followed by Fuchuang Precision and Jiangfeng Electronics with net inflows of 1.36 billion yuan and 999.47 million yuan respectively [2] Fund Flow Analysis - The stocks with the highest net inflow ratios included Fuchuang Precision, Kai Meite Gas, and Nanjing Chemical Fiber, with net inflow ratios of 9.70%, 9.58%, and 8.95% respectively [3] - The photolithography concept fund flow rankings showed that Kai Meite Gas had a daily increase of 9.98% with a turnover rate of 14.09%, while Fuchuang Precision increased by 13.50% with a turnover rate of 5.27% [3][4] - Other notable performers included Jiangfeng Electronics with a 10.02% increase and a turnover rate of 11.55%, and Wavelength Optoelectronics with a 12.12% increase and a turnover rate of 41.04% [3][4]