Group 1 - The overall performance of the chemical new materials industry in the Beijing Stock Exchange is improving, with many companies reducing losses or turning profitable in the first three quarters of 2025. However, some companies are still affected by industry downturns, leading to a year-on-year decline in performance for Q1-Q3 2025 [2][10][18] - The average Return on Equity (ROE) for the chemical new materials industry in Q1-Q3 2025 is 4%, an increase of 1 percentage point compared to the same period in 2024. The overall gross profit margin is 17.7%, and the net profit margin is 5.2%, both showing improvement year-on-year [17][18] - The battery materials sector has shown remarkable performance, achieving a net profit attributable to shareholders of 525 million yuan, a year-on-year increase of 244%. The chemical products sector follows with a net profit of 716 million yuan, up 66% year-on-year [18][19] Group 2 - The chemical new materials industry on the Beijing Stock Exchange experienced a slight decline of 0.23% this week, while the battery materials sector performed well with a weekly increase of 11.45% [3][25][26] - Notable individual stock performances this week include: Andar Technology (+20.38%), Jinhua New Materials (+13.28%), and Deer Chemical (+11.13%) [30][32] - The price trends of various chemical products show fluctuations, with Brent crude oil priced at $66.43 per barrel, and MDI at 19,150 yuan per ton, reflecting a weekly increase of 2.41% [35][36]

Summary of Key Points Core Viewpoint - On November 7, the Beijing Stock Exchange (BSE) saw a total trading volume of 980 million shares and a trading value of 21.504 billion yuan, marking an increase of 129 million yuan compared to the previous trading day. A total of 68 stocks closed higher, while 209 stocks closed lower [1]. Trading Performance - The stock that experienced the highest increase was Zhongcheng Consulting, which surged by 170.08%, with a turnover rate of 86.25% and a trading value of 46.17065 million yuan. Other notable gainers included Hongxi Technology and Anda Technology, which rose by 18.52% and 16.36%, respectively [2]. - In terms of trading activity, 62 stocks had a trading value exceeding 100 million yuan, with the top three being Better Energy (9.14 billion yuan), Anda Technology (8.49 billion yuan), and Jinhua New Materials (6.84 billion yuan) [2]. - The overall trading dynamics showed that 23 stocks had a turnover rate exceeding 10%, with 6 stocks exceeding 20%. The majority of stocks had a turnover rate between 1% and 5% [2]. Stock Performance Details - The following table summarizes the closing prices, percentage changes, turnover rates, and trading values of notable stocks: | Code | Name | Closing Price (Yuan) | Change (%) | Turnover Rate (%) | Trading Value (Million Yuan) | |---------|---------------|----------------------|------------|--------------------|-------------------------------| | 920185 | Better Energy | 37.37 | 4.24 | 2.22 | 91423.21 | | 920809 | Anda Technology| 7.68 | 16.36 | 25.03 | 84891.69 | | 920015 | Jinhua New Materials| 66.69 | 9.45 | 33.33 | 68396.51 | | 920003 | Zhongcheng Consulting| 38.54 | 170.08 | 86.25 | 46170.65 | | 920640 | Fujida | 34.90 | -5.16 | 7.16 | 45768.20 | | 920770 | Ainengju | 21.68 | 4.63 | 23.16 | 42123.19 | | 920299 | Caneng Power | 23.80 | 0.68 | 35.44 | 37875.30 | | 920961 | Chuangyuan Xinke| 28.48 | 5.87 | 10.85 | 30798.31 | | 920037 | Guangxin Technology| 104.13 | -6.41 | 9.60 | 30292.61 | | 920402 | Silane Technology| 11.89 | 8.09 | 9.06 | 29687.62 | | 920252 | Tianhong Lithium Battery| 30.93 | 4.35 | 13.83 | 28943.00 | | 920116 | Xingtum Control| 72.86 | 5.81 | 9.91 | 28595.71 | | 920396 | Changfu Shares | 35.47 | -5.79 | 13.73 | 25442.93 | | 920223 | Rongyi Precision| 22.03 | -3.33 | 13.36 | 24639.13 | | 920748 | Luqiao Information| 57.00 | 0.62 | 6.59 | 23707.97 | | 920247 | Huami New Materials| 29.93 | 5.02 | 6.90 | 23556.90 | | 920808 | Shuguang Digital Creation| 89.50 | 0.34 | 1.33 | 23222.77 | | 920062 | Kerun Intelligent Control| 12.52 | -1.11 | 13.35 | 22771.44 | | 920971 | Tianma New Materials| 35.76 | -2.03 | 7.03 | 22103.46 | | 920725 | Huifeng Diamond| 35.40 | 3.36 | 14.66 | 21817.76 [2][3]

Core Insights - Jinhua New Materials (920015) experienced significant trading activity on November 7, 2025, with a turnover rate of 33.33% and a trading volume of 10.34 million shares, amounting to a transaction value of 684 million yuan [1][2]. Trading Activity Summary - The top buying entity was Guojin Securities Co., Ltd. Shenzhen Branch, purchasing shares worth approximately 31.33 million yuan [2]. - The leading selling entity was GF Securities Co., Ltd. Shenzhen Dongbin Road Branch, selling shares valued at around 20.99 million yuan [2]. - Other notable buying entities included: - Guosen Securities Co., Ltd. Shenzhen Hongling Middle Road Branch: 25.85 million yuan - CITIC Securities Co., Ltd. Beijing Dongcheng Branch: 13.23 million yuan - Guosen Securities Co., Ltd. Beijing Branch: 12.54 million yuan [2]. - Additional selling entities included: - Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road Second Securities Branch: 14.40 million yuan - Zhongtian Securities Co., Ltd. Shenyang Wanghe Road Branch: 12.01 million yuan [2].

Core Viewpoint - Jin Hua New Materials (920015) experienced a decline of 2.82% today, with a turnover rate of 21.90% and a transaction volume of 429 million yuan, indicating significant trading activity and potential volatility in the stock [2] Trading Activity - The stock was listed on the Longhu list due to its turnover rate reaching 21.90%, with institutional investors net buying 16.38 million yuan [2] - The top five trading departments on the Longhu list had a total transaction volume of 10.3 million yuan, with a net buying amount of 2.86 million yuan [2] - The leading buying department was an institutional special seat, which net bought 16.38 million yuan, while the total selling amount from the top selling departments was 50.22 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the Longhu list 19 times, with an average price increase of 0.89% the day after being listed and an average increase of 3.44% over the following five days [2]

Core Insights - On November 6, 2025, Jinhua New Materials (920015) was featured on the trading leaderboard due to a turnover rate of 21.90%, with a trading volume of 6.7975 million shares and a transaction value of 429 million yuan [1][2]. Trading Activity - The leading buying position was from an institutional account, purchasing 16.38 million yuan worth of shares [1][2]. - The top selling position was from Guosen Securities Co., Ltd., with a selling amount of 13.74 million yuan [1][2]. - Other notable trading activities included various securities firms with significant buy and sell amounts, indicating active trading interest in Jinhua New Materials [2].

Group 1 - The stock of Jinhua New Materials (920015) increased by 8.14% with a turnover rate of 29.46% and a trading volume of 568 million yuan, showing a volatility of 12.64% [1] - Institutional investors net bought 35.78 million yuan, while brokerage seats collectively net sold 7.31 million yuan [1][2] - The stock has appeared on the daily trading list 18 times in the past six months, with an average price increase of 0.94% the day after being listed and an average increase of 4.54% over the following five days [3] Group 2 - The top five trading departments accounted for a total transaction volume of 124 million yuan, with a net buying amount of 28.47 million yuan [2] - Among the listed trading departments, three institutional specialized seats were present, contributing to the net buying of 35.78 million yuan [2][3] - Specific trading details show that the top buying department was an institutional specialized seat with a purchase amount of 15.70 million yuan, while the selling departments included various brokerage firms [3]

Group 1 - The stock of Jinhua New Materials (920015) increased by 0.93% with a turnover rate of 28.91% and a trading volume of 538 million yuan, showing a fluctuation of 10.51% throughout the day [1] - Institutional investors net bought 5.11 million yuan while the total net selling by brokerage seats amounted to 45.17 million yuan [1][2] - The stock has appeared on the daily trading list 17 times in the past six months, with an average price increase of 0.49% the day after being listed and an average increase of 2.11% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total trading volume of 144 million yuan, with buying transactions amounting to 52.03 million yuan and selling transactions totaling 92.09 million yuan, resulting in a net selling of 40.06 million yuan [2] - Among the brokerage seats, two institutional specialized seats were involved, with a total buying amount of 15.14 million yuan and selling amount of 10.03 million yuan, leading to a net buying of 5.11 million yuan [2][3] - Detailed trading data shows that the top buying seat was an institutional specialized seat with a purchase of 12.24 million yuan, while the top selling seat was from Nanjing Securities with a sale of 16.23 million yuan [3]

| 信息披露义务人 | 名称 | 持股变动时间 | | | | --- | --- | --- | --- | --- | | | 巨化集团有限公司 | 年 月 2025 30 | 10 | 日 | | 股票简称 | 锦华新材 | 股票代码 | | 920015 | | 变动类型 | 增加□减少☑ | 是否为公司第一大股 东、实际控制人 | | 是☑否□ | 2、本次权益变动情况 证券代码：920015 证券简称：锦华新材 公告编号：2025-139 浙江锦华新材料股份有限公司 关于控股股东持股比例被动稀释的权益变动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 浙江锦华新材料股份有限公司（以下简称"公司"）向不特定合格投资者公 开发行股票并在北京证券交易所上市（以下简称"本次发行"）超额配售选择权 已于 2025 年 10 月 24 日行使完毕，本次新增发行股票数量 490 万股，并于 2025 年 10 月 30 日完成股份登记。本次新增发行导致公司控股股东巨化集团有限公司 持有的公司股份比例 ...

近半年该股累计上榜龙虎榜16次，上榜次日股价平均涨0.46%，上榜后5日平均涨1.91%。（数据宝） 锦华新材10月30日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 南京证券股份有限公司杭州新塘路证券营业部 | 1674.51 | 313.17 | | 买二 | 国信证券股份有限公司深圳红岭中路证券营业部 | 1491.80 | 1126.55 | | 买三 | 招商证券股份有限公司深圳深南大道车公庙证券营业 部 | 1356.06 | 34.06 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 1084.87 | 665.76 | | | 部 | | | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业 部 | 1083.50 | 911.40 | | 卖一 | 国泰海通证券股份有限公司上海江苏路营业部 | 25.76 | 2009.01 | | 卖二 | 国金证券股份有限公司深圳分公司 | 650.42 | 1698.54 | | 卖三 | 联储证券股份有 ...

证券代码：920015 证券简称：锦华新材 公告编号：2025-138 一、超额配售选择权实施情况 浙江锦华新材料股份有限公司 超额配售选择权实施结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 在北京证券交易所上市之日起 30 个自然日内，浙商证券作为本次发行的获 授权主承销商，未利用本次发行超额配售所获得的资金以竞价交易方式从二级市 场买入本次发行的股票。公司按照本次发行价格 18.15 元/股，在初始发行规模 3,266.6667 万股的基础上新增发行股票数量 490.00 万股，由此发行总股数扩大至 3,756.6667 万股，发行人发行后总股本由 13,066.6667 万股增加至 13,556.6667 万 股，发行总股数占发行后总股本的 27.71%。 本次超额配售选择权的实施合法、合规，符合相关的超额配售选择权的实施 方案要求，已实现预期效果。具体内容请见公司于 2025 年 10 月 28 日在北京证 券交易所网站（http://www.bse.cn/）披露的《浙江锦华新材料股 ...