Core Viewpoint - The company emphasizes "green development" as a priority, integrating it into its innovation strategy to achieve high-quality growth and sustainability [1][2][4] Group 1: Industrial Iteration and Development - The company focuses on strategic emerging industries and new fields, enhancing production capabilities while promoting green development [2] - Significant achievements include advancements in core technologies, particularly in fluorine chemical industry leadership and the development of new fluorinated refrigerants [2][3] - The "Immersion Liquid Cooling Data Center Project" is highlighted as a key initiative, providing comprehensive solutions for cooling and energy management [2] Group 2: Energy Efficiency and New Momentum - The company is constructing a new energy system, optimizing energy structure and promoting diversification through various initiatives [4] - Collaboration with top universities and enterprises is ongoing to enhance green technology and improve production efficiency [4] - A new project in the western region aims to leverage local resources for low-cost green manufacturing, enhancing the domestic market position in high-performance silicon-fluorine materials [4] Group 3: Ecological Co-win and Environmental Protection - The company implements a "collaborative carbon reduction + pollution reduction and efficiency enhancement" strategy, focusing on improving ecological quality [5] - It has been recognized as a key cultivator in the "Waste-Free Group" initiative, promoting waste reduction and resource recycling [5][6] - The company has achieved high utilization rates for industrial solid waste and excellent management ratings for hazardous waste [6]

Group 1 - The core viewpoint of the articles indicates a positive trend in the petrochemical industry, with the China Petrochemical Industry Index rising by 0.8% and significant gains in constituent stocks such as Guangwei Composites and Tongcheng New Materials [1][2] - The Petrochemical ETF (159731) has seen a continuous inflow of funds over the past seven days, totaling 173 million yuan, reaching a new high in size at 431 million yuan [1] - The Petrochemical ETF has recorded a net value increase of 54.60% over the past two years, with the highest single-month return since inception being 15.86% [1] Group 2 - Tianfeng Securities analysis suggests that the chemical industry is entering a new phase of capital expenditure, with construction projects reaching their highest year-on-year growth since Q3 2012 [2] - The chemical industry is expected to experience a supply-demand reversal by 2026, supported by policies aimed at stabilizing growth and reducing internal competition [2] - The top ten weighted stocks in the China Petrochemical Industry Index account for 56.73% of the index, with major companies including Wanhua Chemical and China Petroleum [2]

Group 1 - The chemical materials and fine chemicals sectors experienced a strong rally, with the CSI sub-index for the chemical industry rising by 2.11% as of 10:36 AM on January 15, 2026, with notable stock performances including Hongda Co. up 8.95%, Guangdong Hongda up 6.06%, and Yuntianhua up 4.64% [1] - Since 2021, high prices of chemical products have led to increased capital expenditures by petrochemical and chemical companies, initiating a new round of capacity expansion. However, from 2022 onwards, as new capacities were released and oil prices fell from their peaks, many chemical product prices have continued to decline, resulting in decreased profitability for some companies [1] - Starting in 2024, most chemical product prices are stabilizing at the bottom, and while corporate profitability remains under pressure, the introduction of growth stabilization plans is expected to lead to the elimination of some outdated capacities, improving the overall supply-demand dynamics in the industry and enhancing product profitability [1] Group 2 - Guohai Securities suggests that the anti-involution policy may lead to a re-evaluation of the Chinese chemical industry, with a significant slowdown in global capacity expansion expected. The Chinese chemical industry has ample net cash flow from operating activities, and the slowdown in capacity expansion is likely to enhance potential dividend yields, shifting the industry from a capital-consuming model to a profit-returning one [1] - The optimization of the supply side is anticipated to drive a recovery in industry sentiment, with chemical stocks exhibiting high elasticity and dividend advantages [1] - As of December 31, 2025, the top ten weighted stocks in the CSI sub-index for the chemical industry accounted for 45.31% of the index, including companies like Wanhua Chemical and Yanhua Co. [2]

（文章来源：每日经济新闻） 每经AI快讯，1月15日，氟化工指数盘中涨2%，成分股多数飘红，资金面呈现积极态势。永太科技领 涨，涨幅达5%，多氟多、永和股份、巨化股份、晶瑞电材等个股跟涨。 ...

Group 1 - The core point of the news is that Juhua Co., Ltd. has experienced a decline in stock price, falling 1.12% to 36.28 CNY per share, with a total market capitalization of 97.947 billion CNY and a cumulative drop of 6.52% over the past four days [1] - Juhua Co., Ltd. is based in Quzhou, Zhejiang Province, and was established on June 17, 1998. The company specializes in the research, production, and sales of basic chemical raw materials, food packaging materials, and fluorochemical raw materials [1] - The main business revenue composition of Juhua Co., Ltd. includes refrigerants (46.00%), petrochemical materials (15.14%), basic chemical products and others (10.88%), and fluorinated polymer materials (6.59%) among others [1] Group 2 - From the perspective of fund holdings, China Ocean Fund has a significant position in Juhua Co., Ltd. through its fund, which holds 28,300 shares, accounting for 4.17% of the fund's net value, making it the fifth-largest holding [2] - The China Ocean Mixed Reform Dividend Mixed A Fund (001574) has reported a year-to-date return of 9.05% and a one-year return of 25.8%, ranking 1191 out of 8836 and 4996 out of 8091 respectively [2] - The fund manager, Shi Yi, has been in charge for 1 year and 199 days, with the fund's total asset size at 141 million CNY and the best return during his tenure being 36.89% [3]

化工板块今日（1月12日）深度回调，反映化工板块整体走势的化工ETF（516020）开盘后迅速走弱， 而后持续低位震荡，截至发稿，场内价格跌1.21%。 成份股方面，磷化工、氟化工、锂电等板块部分个股跌幅居前。截至发稿，和邦生物大跌超5%，兴发 集团、巨化股份、三美股份等多股跌超3%，拖累板块走势。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 ▼ | | | | | | F9 盘前盘玩 图加 九转 测试 工具 (6 2 > | | 化工ETF O | | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.92 | | | | | 516020(化工ETF) 10:54 价 0.896 源跌 -0.011(-1.21%) 均价 0.900 成交量 975 IOPV 0.8973 | | | | | 0.896 | | | -0.011 -1.21% | | 0.914 | | | | | | | | | | SSE CNY 10:54:5 ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600309 | 万华化学 | -1.42% | 10.47% | | 601857 | 中国石油 | -0.20% | 7.63% | | 000792 | 盐湖股份 | 2.46% | 6.44% | | 600028 | 中国石化 | -3.73% | 6.44% | | 600938 | 甲国海海 | -0.56% | 5.22% | | 600160 | 巨化股份 | -3.91% | 4.51% | | 000408 | 藏格矿业 | -1.41% | 3.82% | | 600143 | 金发科技 | 3.25% | 3.69% | | 600426 | 华鲁恒升 | -1.53% | 3.31% | | 600989 | 宝幸能源 | -1.77% | 3.27% | 截至1月9日，石化ETF近2年净值上涨49.64%。从收益能力看，截至2026年1月9日，石化ETF自成立以来，最高单月回报为15.86%，最长连涨月数为8个月， 最长连涨涨幅为41.60%，上涨月份平均收益率为5.25 ...

（来源：衢州日报） 转自：衢州日报 记者 葛志军 邓亮 通讯员 林芳茜 老党员郑根木是巨化热电厂退休职工，如今他有了新身份——衢州市天好物业管理有限公司的党建指导 员。这是衢化街道推行"巨化老师傅"党建指导员进民企机制的生动实践，旨在推动新兴领域"两个覆 盖"提质增效。目前，该模式已推动新建联合党支部4个，覆盖民营企业16家。 "我们把志愿服务纳入党员先锋指数考核，鼓励老党员们各展所长，增强基层党组织的凝聚力和党员的 身份感、荣誉感。"衢化街道党工委书记陈欣康说，一个人的力量是有限的，当把一群人凝聚起来时， 引领效应就无比巨大了。 "指数+志愿" 党建引领激发活力 1月3日晚，望江社区70多岁的老党员邵水仙，在望柯小区28栋逐户上门察看，连夜为2位饱受困扰的90 多岁老人，解决了漏水纠纷。2022年，从巨化集团退休的邵水仙，因善于调解矛盾纠纷，社区以她为核 心，联合社区老党员、楼栋长、网格员、法院工作人员等组建了"邵水仙调解工作室"。像这样的"专 业"工作室，在衢化街道还有很多。 衢化街道辖区从巨化集团退休的老党员有2000余人，他们综合素质较高，热心公益事业，是基层治理的 优势资源。衢化街道构建了"党员+社 ...

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Insights - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials leads to one generation of industries," highlighting the foundational nature of the new materials industry as the material basis for other industries [5][15]. Summary by Relevant Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials [6] - Recent developments include NVIDIA's announcement of its new AI supercomputing platform, Vera Rubin, which has entered full production. The platform features six independent chips, with the Rubin GPU achieving a peak computing power of 50 Petaflops and a training performance 3.5 times that of its predecessor [7][37]. 2. Aerospace Sector - Focus on PI films, precision ceramics, and carbon fiber [8] - The successful acquisition of a production license for the AS700 manned airship marks a significant milestone for China's aerospace industry, indicating a shift towards standardized and commercialized production [9][10]. 3. New Energy Sector - Focus on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [10] - A notable development is the introduction of the world's first all-solid-state battery by a Finnish startup, set to enter OEM mass production [11]. 4. Biotechnology Sector - Focus on synthetic biology and scientific services [12] - Beijing's economic development zone has announced measures to support the innovation and development of the synthetic biology manufacturing industry, aiming to establish a globally influential industry cluster by 2028 [13]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorbent resins, membrane materials, and biodegradable plastics [14] - The Guangxi government has issued a plan for green mine construction, aiming for over 90% of large and medium-sized mines to meet green standards by the end of 2028 [15]. 6. Industry Rating and Investment Strategy - The new materials sector is expected to benefit from the catalytic effects of downstream application sectors, gradually entering a prosperous cycle, thus maintaining a "Recommended" rating for the new materials industry [15].

Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, with 387 stocks experiencing net outflows for five consecutive days or more, indicating potential investment risks in these companies [1][2][3][4]. Group 1: Main Capital Outflow Statistics - The stock with the longest continuous net outflow is Dameng Data, with 23 days of outflows [1]. - Daqin Railway follows with 20 days of net outflows, totaling 2.711 billion yuan [1]. - The total net outflow for Daqin Railway over 20 days is the highest at 2.711 billion yuan, while Xiechuang Data has a net outflow of 1.914 billion yuan over five days [1][2]. Group 2: Stocks with Significant Outflows - The top stocks by net outflow duration include: - Daqin Railway: 20 days, 2.711 billion yuan, 18.68% of trading volume, -6.22% cumulative change [1]. - Dameng Data: 23 days, 0.503 billion yuan, 7.58% of trading volume, 14.15% cumulative change [2]. - Haima Automobile: 12 days, 1.626 billion yuan, 8.26% of trading volume, -18.59% cumulative change [1]. Group 3: Other Notable Stocks - Other stocks with notable outflows include: - Wuzhou Xinchun: 5 days, 1.574 billion yuan, 5.24% of trading volume, 11.62% cumulative change [1]. - Dongshan Precision: 6 days, 1.512 billion yuan, 6.91% of trading volume, -6.80% cumulative change [1]. - Shengtai Electronics: 10 days, 1.377 billion yuan, 8.47% of trading volume, -8.71% cumulative change [1].