688727 恒坤新材
已收盘 07-03 15:00:00
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恒坤新材：公司专注光刻材料、前驱体材料相关业务经营
证券之星 · 17:18
恒坤新材：公司专注光刻材料、前驱体材料相关业务经营
7月3日恒坤新材跌5.39%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 16:37
7月3日恒坤新材跌5.39%，嘉实中证光伏产业ETF发起联接A基金重仓该股
7月2日恒坤新材跌5.21%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 07-02 16:37
7月2日恒坤新材跌5.21%，嘉实中证光伏产业ETF发起联接A基金重仓该股
6月下半月机构调研全景：扎堆调研个股平均涨超14%，硬件、材料成机构新宠
财闻 · 06-30
6月下半月机构调研全景：扎堆调研个股平均涨超14%，硬件、材料成机构新宠
6月29日恒坤新材涨12.44%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 06-29
6月29日恒坤新材涨12.44%，嘉实中证光伏产业ETF发起联接A基金重仓该股
异动快报：恒坤新材（688727）6月29日9点45分触及涨停板
证券之星 · 06-29
异动快报：恒坤新材（688727）6月29日9点45分触及涨停板
每周股票复盘：恒坤新材（688727）ArF光刻胶小批量供货
证券之星 · 06-28
每周股票复盘：恒坤新材（688727）ArF光刻胶小批量供货
【私募调研记录】国源信达调研恒坤新材
证券之星 · 06-26
【私募调研记录】国源信达调研恒坤新材
【私募调研记录】古木投资调研恒坤新材
证券之星 · 06-26
【私募调研记录】古木投资调研恒坤新材
恒坤新材（688727）披露对外投资设立合资公司完成工商登记公告，6月25日股价上涨1.35%
证券之星 · 06-25
恒坤新材（688727）披露对外投资设立合资公司完成工商登记公告，6月25日股价上涨1.35%
恒坤新材：中信建投、先锋基金等多家机构于6月24日调研我司
证券之星 · 06-25
恒坤新材：中信建投、先锋基金等多家机构于6月24日调研我司
6月24日恒坤新材涨5.48%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 06-24
6月24日恒坤新材涨5.48%，嘉实中证光伏产业ETF发起联接A基金重仓该股
股市必读：恒坤新材（688727）6月18日董秘有最新回复
证券之星 · 06-22
股市必读：恒坤新材（688727）6月18日董秘有最新回复
每周股票复盘：恒坤新材（688727）设立合资公司获股东会通过
证券之星 · 06-20
每周股票复盘：恒坤新材（688727）设立合资公司获股东会通过
恒坤新材：截至目前公司尚未自主研发生产电子特气类产品
证券之星 · 06-18
恒坤新材：截至目前公司尚未自主研发生产电子特气类产品
6月17日恒坤新材涨5.96%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 06-17
6月17日恒坤新材涨5.96%，嘉实中证光伏产业ETF发起联接A基金重仓该股
6月11日恒坤新材涨5.62%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 06-11
6月11日恒坤新材涨5.62%，嘉实中证光伏产业ETF发起联接A基金重仓该股
6月9日恒坤新材涨8.19%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 06-09
6月9日恒坤新材涨8.19%，嘉实中证光伏产业ETF发起联接A基金重仓该股
恒坤新材(688727.SH)拟投资设立合资公司从事半导体旋涂型功能性材料
智通财经 · 05-29
恒坤新材(688727.SH)拟投资设立合资公司从事半导体旋涂型功能性材料
5月29日恒坤新材跌7.46%，嘉实中证光伏产业ETF发起联接A基金重仓该股
证券之星 · 05-29
5月29日恒坤新材跌7.46%，嘉实中证光伏产业ETF发起联接A基金重仓该股
公司概况
公司名称：
厦门恒坤新材料科技股份有限公司
所属行业：
化学原料和化学制品制造业
上市日期：
2025-11-18
主营业务：
厦门恒坤新材料科技股份有限公司的主营业务是集成电路领域关键材料的研发与产业化应用。公司的主要产品是SOC（碳膜涂层）、BARC（底部抗反射涂层）、光刻胶、硅基前驱体材料、电子特气、其他湿电子化学品。截至报告期末，公司已取得专利授权116项，其中发明专利51项。
发行价格：
14.99
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17:50","pubTimestamp":1782813000,"startTime":"0","endTime":"0","summary":"6月下半月，A股市场机构调研热度有所回落。同花顺iFinD数据显示，截至6月29日6月下半月共有29家上市公司获得超过30家机构调研，若将调研机构数量门槛提高至50家，则仅剩10家上市公司获得调研，相比上半月的22家热度减退明显。京东方A在6月下半月股价上涨55.83%，总市值达到3191.17亿元。从整体数据来看，6月下半月机构调研热度呈现显著的结构性特征。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-06-30/doc-inifesxy3453344.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["300537","002156","000725","600299","BK0028","000333","BK0224","688727","IE00B031HW06.USD","IE00B8L5B284.USD","LU2097828631.EUR","CHAT","LU0405327494.USD","BK0121","BK0196","IE00BZ08YT58.USD","688082","LU0828238088.HKD","SGXZ81163826.USD","BK0187","LU1064131003.USD","LU2213484517.USD","LU0405327148.USD","LU0593848301.USD","LU0509642566.USD","LU2148510915.USD","BK0229","688525","IE0008368742.USD","LU0210527791.USD","LU0572939691.SGD","LU2097828805.USD","BK0012","LU1048484197.HKD","300576","688686","IE00B031HY20.USD","IE00B8HQ1Z84.USD","LU1979443071.USD","688478","IE00B5MMRT66.SGD","LU0396098781.USD","LU0831103253.SGD","IE00B543WZ88.USD","LU0791591158.USD","LU0052750758.USD","LU1997244956.HKD","BK0239","LU0784639295.USD","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647522322","title":"6月29日恒坤新材涨12.44%，嘉实中证光伏产业ETF发起联接A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2647522322","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647522322?lang=zh_cn&edition=full","pubTime":"2026-06-29 16:47","pubTimestamp":1782722835,"startTime":"0","endTime":"0","summary":"重仓恒坤新材的公募基金请见下表：根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共5家，其中持有数量最多的公募基金为嘉实基金的嘉实中证光伏产业ETF发起联接A。嘉实中证光伏产业ETF发起联接A目前规模为1.06亿元，最新净值0.7528，较上一交易日下跌0.57%，近一年上涨54.83%。嘉实中证光伏产业ETF发起联接A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062900024722.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","688727","159863"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647434231","title":"异动快报：恒坤新材（688727）6月29日9点45分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2647434231","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647434231?lang=zh_cn&edition=full","pubTime":"2026-06-29 09:51","pubTimestamp":1782697880,"startTime":"0","endTime":"0","summary":"证券之星6月29日盘中消息，9点45分恒坤新材（688727）触及涨停板。其所属行业半导体目前上涨。领涨股为神工股份。该股为光刻机（胶），半导体概念热股，当日光刻机（胶）概念上涨5.32%，半导体概念上涨3.95%。6月26日的资金流向数据方面，主力资金净流出2834.4万元，占总成交额4.35%，游资资金净流入1088.0万元，占总成交额1.67%，散户资金净流入1746.4万元，占总成交额2.68%。近5日资金流向一览见下表：恒坤新材主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062900006413.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","688727"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646313371","title":"每周股票复盘：恒坤新材（688727）ArF光刻胶小批量供货","url":"https://stock-news.laohu8.com/highlight/detail?id=2646313371","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646313371?lang=zh_cn&edition=full","pubTime":"2026-06-28 02:04","pubTimestamp":1782583455,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘，恒坤新材报收于63.16元，较上周的58.31元上涨8.32%。本周，恒坤新材6月26日盘中最高价报67.31元。机构调研要点公司KrF、ArF光刻胶因验证周期较长，目前仅小批量供货。ArF光刻胶因缺乏专用光刻机，研发进度受限，目前仅小批量供货，短期对业绩影响较小。截至2025年研发人员81人，2026年持续扩招。公司暂未采购ArF光刻机，已有较多高端检测设备。合资公司注册资本10,000万元，恒坤新材出资5,000万元，持股50%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062800000444.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","688727"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646382324","title":"【私募调研记录】国源信达调研恒坤新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2646382324","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646382324?lang=zh_cn&edition=full","pubTime":"2026-06-26 08:01","pubTimestamp":1782432073,"startTime":"0","endTime":"0","summary":"根据市场公开信息及6月25日披露的机构调研信息，知名私募国源信达近期对1家上市公司进行了调研，相关名单如下：1）恒坤新材 调研纪要：公司核心策略是加速自研自产产品的客户验证进程，推进光刻材料国产化替代。公司已实现部分核心树脂自主生产，原材料国产化，不受日本管制影响。客户对国产替代接受度显著提升，公司聚焦未国产化细分赛道，持续布局研发创新。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026062600006963.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688727","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646552382","title":"【私募调研记录】古木投资调研恒坤新材","url":"https://stock-news.laohu8.com/highlight/detail?id=2646552382","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646552382?lang=zh_cn&edition=full","pubTime":"2026-06-26 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调研纪要：公司核心策略是加速自研自产产品的客户验证进程，推进光刻材料国产化替代。2014年4月22日成为首批中国基金业协会备案的私募基金管理人；2015年3月，登记成为中国证券基金业的会员；2015年3月成为上海市浦东新区私募投资企业协会对冲协会首批会员；2017年通过基金业协会投顾资质审核。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026062600006940.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","688727"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646307809","title":"恒坤新材（688727）披露对外投资设立合资公司完成工商登记公告，6月25日股价上涨1.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2646307809","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646307809?lang=zh_cn&edition=full","pubTime":"2026-06-25 22:12","pubTimestamp":1782396739,"startTime":"0","endTime":"0","summary":"近日，厦门恒坤新材料科技股份有限公司披露《关于对外投资设立合资公司的进展暨完成工商登记的公告》。该合资公司已完成工商登记，取得营业执照，公司名称为厦门泓亘新材料科技有限公司，法定代表人为康文兵，经营范围包括新材料技术推广、集成电路制造、电子专用材料制造与销售等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062500044002.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","688727"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646870937","title":"恒坤新材：中信建投、先锋基金等多家机构于6月24日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2646870937","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646870937?lang=zh_cn&edition=full","pubTime":"2026-06-25 20:05","pubTimestamp":1782389156,"startTime":"0","endTime":"0","summary":"待多款新品通过客户验证、产能逐步释放后，前驱体板块有望实现良性增长。现阶段公司业务未出现原料短缺、涨价等负面影响，不受日本相关管制政策冲击。根据沙利文报告预测，2028年，SOC 产品国内市场规模将达到 44 亿元，BRC 产品国内市场规模将达到 97 亿元。答：截至 2025 年研发人员 81 人，2026 年持续扩招中。仅早期核心研发人员持有公司股权，覆盖面不大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062500039863.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0276","688727","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645603895","title":"6月24日恒坤新材涨5.48%，嘉实中证光伏产业ETF发起联接A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2645603895","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645603895?lang=zh_cn&edition=full","pubTime":"2026-06-24 16:40","pubTimestamp":1782290457,"startTime":"0","endTime":"0","summary":"重仓恒坤新材的公募基金请见下表：根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共5家，其中持有数量最多的公募基金为嘉实基金的嘉实中证光伏产业ETF发起联接A。嘉实中证光伏产业ETF发起联接A目前规模为1.06亿元，最新净值0.7485，较上一交易日下跌4.36%，近一年上涨56.1%。嘉实中证光伏产业ETF发起联接A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062400030112.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688727","159863","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645301394","title":"股市必读：恒坤新材（688727）6月18日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2645301394","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645301394?lang=zh_cn&edition=full","pubTime":"2026-06-22 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请问公司电子特气产品有哪些？当日关注点交易信息汇总：6月18日主力资金净流出3983.79万元，散户资金净流入4293.91万元。公司公告汇总2026年第二次临时股东会决议公告厦门恒坤新材料科技股份有限公司于2026年6月17日召开2026年第二次临时股东会，由董事会召集、董事王廷通主持，采用现场与网络投票结合方式。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062200000573.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688727","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644063874","title":"每周股票复盘：恒坤新材（688727）设立合资公司获股东会通过","url":"https://stock-news.laohu8.com/highlight/detail?id=2644063874","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644063874?lang=zh_cn&edition=full","pubTime":"2026-06-20 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16:35","pubTimestamp":1781685342,"startTime":"0","endTime":"0","summary":"重仓恒坤新材的公募基金请见下表：根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共5家，其中持有数量最多的公募基金为嘉实基金的嘉实中证光伏产业ETF发起联接A。嘉实中证光伏产业ETF发起联接A目前规模为1.06亿元，最新净值0.7754，较上一交易日上涨1.65%，近一年上涨53.08%。嘉实中证光伏产业ETF发起联接A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061700027968.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","688727","159863"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642975407","title":"6月11日恒坤新材涨5.62%，嘉实中证光伏产业ETF发起联接A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2642975407","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642975407?lang=zh_cn&edition=full","pubTime":"2026-06-11 16:27","pubTimestamp":1781166466,"startTime":"0","endTime":"0","summary":"重仓恒坤新材的公募基金请见下表：根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共5家，其中持有数量最多的公募基金为嘉实基金的嘉实中证光伏产业ETF发起联接A。嘉实中证光伏产业ETF发起联接A目前规模为1.06亿元，最新净值0.7519，较上一交易日下跌1.36%，近一年上涨55.61%。嘉实中证光伏产业ETF发起联接A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061100025549.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159863","688727","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642258463","title":"6月9日恒坤新材涨8.19%，嘉实中证光伏产业ETF发起联接A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2642258463","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642258463?lang=zh_cn&edition=full","pubTime":"2026-06-09 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