（原标题：万华化学1月14日大宗交易成交2334.51万元） 机构评级来看，近5日共有1家机构给予该股评级，预计目标价最高的是中金公司证券，1月9日中金公司证券发布的研报预计公司目标价为105.00 元。 据天眼查APP显示，万华化学集团股份有限公司成立于1998年12月16日，注册资本313047.1626万人民币。（数据宝） 1月14日万华化学大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 31.21 2334.51 | | 74.80 | | -3.86 招商证券股份有限公司深圳前海大道证券营业部 | 招商证券股份有限公司深圳前海大道证券营业部 | | | | | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | | | 万华化学1月14日大宗交易平台出现一笔成交，成交量31.21万股，成交金额2334.51万元，大宗交易成交价为74.80元，相对今日 ...

文章转自2025年12月15日太平洋 化工&新材料 团队报告，分析师： 王亮、 王海涛 报告 正文 投资要点 "据见》，结合近期几家龙头企业的收并购行为，行业集中集中度提升的势头愈加明显。 十，四行五业"收生官产在总即值，从主2015要发年展的目273标亿均元得增到长较到好2024 完成年，的龙416.95 头企业亿的元规，模年优均势增愈长加约明5%显。，根行据业行整业合"加十速四。五我"规国划民以爆及行《业加市快场推规进模民保用持爆平炸稳物较品快行增业长转。型根升据级中实爆施协意数 国属定动民爆行业需求。 资矿内产发投品展资（稳保以健持铜：增、矿长铝山，为开为例采疫）规情等模后民平我爆稳国行+雅经业鲁济主藏的要布稳下江增游项长应目提用、供领三了域峡重运水要行运的稳新支健通撑，道。有、雅利浙鲁于赣藏民粤布爆运江行河项业等目的项、需目三求拉峡持动水续+运向原新好材通。料道2023 价、格年浙下以赣降来粤。，运非水河金利等属、大矿公项产路目品水建（路设以、均磷铁有矿路同石等程、公度萤共的石基进为础展例设，）施有、望的金拉固 外需增长 升出力巨大。 海级步实伐施，意可江见期南》：化中"一工，带、均一易明路普确"力将 ...

第1笔成交价格为74.80元，成交31.21万股，成交金额2,334.51万元，溢价率为-3.86%，买方营业部为招 商证券股份有限公司深圳前海大道证券营业部，卖方营业部为招商证券股份有限公司深圳前海大道证券 营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月14日，万华化学收跌1.22%，收盘价为77.80元，发生1笔大宗交易，合计成交量31.21万股，成交金 额2334.51万元。 责任编辑：小浪快报 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为2627.56万元。该股近5个交易日累 计下跌5.04%，主力资金合计净流入3679.34万元。 ...

1月14日，万华化学大宗交易成交31.21万股，成交额2334.51万元，占当日总成交额的0.7%，成交价74.8 元，较市场收盘价77.8元折价3.86%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-01-14 | 万华化学 | 600309 | 74.8 2334.51 | 31.21 | 發音量發酵與鬼鬼 | 發覺是和醫與鬼園 | | ко | ...

截至目前，此次乙烯一期装置原料改造全部完成，由乙烷裂解生产乙烯，已经产出合格产品。 中化新网讯 1月9日，万华化学集团股份有限公司发布消息，其烟台产业园乙烯一期装置技改复产。根 据公司于2025年5月23日发布的公告，烟台产业园100万吨/年乙烯一期装置于2025年6月3日开始停产进 行原料多元化改造，旨在实现乙烷、丙烷两种原料可切换的柔性进料方式，优化生产资料配置。 ...

| 世界排名 | 公司 | ■家 | 研发经费(百万欧) | | --- | --- | --- | --- | | 121 | 巴斯夫 | 德国 | 2105.00 | | 149 | 先正达 | 瑞士 | 1710.46 | | 194 | 科迪生 | 美国 | 1349.50 | | 264 | 住友化学 | 日本 | 892.73 | | 301 | 陶氏 | 美国 | 779.67 | | 315 | 三菱化学 | 日本 | 759.66 | | 349 | 旭化成 | 日本 | 678.53 | | 362 | 国际查精查料(IFF) | 美國 | 645.88 | | 388 | 奇华顿 | 瑞士 | 600.30 | | 404 | 荣盛石化 | 中国 | 560.95 | | 407 | SK | 韩国 | 558.27 | | 432 | 杜邦 | 美国 | 511.12 | | 465 | 沙特基础工业公司 | 沙特阿拉伯 | 471.07 | | 487 | 信越化学 | 日本 | 448.48 | | 489 | 东丽工业 | 日本 | 446.93 | | 495 | 赢创 | 德 ...

行业研究 政策指引推动"AI+"转型，三大路径驱动化工企业智能化落地 2026 年 1 月 14 日 基础化工 增持（维持） 作者 分析师：赵乃迪 执业证书编号：S0930517050005 010-57378026 zhaond@ebscn.com 分析师：周家诺 执业证书编号：S0930523070007 021-52523675 zhoujianuo@ebscn.com ——石化化工行业"AI+"进展点评 要点 一、政策指引，化工及新材料行业将推动全链条"人工智能+制造"转型 2025 年 8 月，国务院发布《国务院关于深入实施"人工智能+"行动的意见》， 该文件明确提出要推动人工智能与经济社会各行业各领域广泛深度融合，重塑人类 生产生活范式。为此该文件也设立了行动各阶段的要求与目标：（1）到 2027 年， 率先实现人工智能与 6 大重点领域（科技、产业、消费、民生、治理、全球合作） 广泛深度融合，新一代智能终端、智能体等应用普及率超 70%，智能经济核心产业 规模快速增长，人工智能在公共治理中的作用明显增强，人工智能开放合作体系不 断完善。（2）到 2030 年，我国人工智能全面赋能高质量发展，新一 ...

Group 1 - Ganfeng Lithium is a global leader in the lithium industry, with a comprehensive resource layout covering spodumene, salt lakes, and clay, and its lithium carbonate production capacity is among the top in the industry [1] - Tianqi Lithium controls the world's largest spodumene mine, Greenbushes, with a self-sufficiency rate of 100%, and its full industry chain layout enhances profitability amid rising lithium carbonate prices [2] - Salt Lake Industry holds the largest lithium resource in China at the Qarhan Salt Lake, with a low extraction cost of 30,000 to 40,000 yuan per ton, and plans to reach a production capacity of 40,000 tons of lithium carbonate by 2025 [3] Group 2 - Zangge Mining has a significant advantage in the Tibetan salt lake resource layout, with a planned capacity of 50,000 tons per year and a self-sufficiency rate exceeding 80% [4] - Shengxin Lithium Energy owns Asia's largest hard rock lithium mine and has a long-term supply agreement with CATL, ensuring stable sales amid rising lithium prices [5] - Rongjie Co. focuses on lithium resource development and processing, optimizing its mining technology to enhance resource utilization and reduce costs [6] Group 3 - Tibet Mining has exclusive mining rights to the Zabuye Salt Lake, one of Asia's largest lithium salt lakes, which provides a cost advantage as lithium carbonate prices rise [7][8] - Yahua Group ranks second in lithium extraction from lepidolite in A-shares, with an annual capacity of 45,000 tons, and has established long-term partnerships with several battery manufacturers [9] - Zhongmin Resources has a strong presence in both spodumene and salt lake lithium extraction, actively expanding overseas projects to enhance market competitiveness [10] Group 4 - Jiangte Motor, located in Yichun, known as "Asia's Lithium Capital," has a lepidolite extraction capacity of 30,000 tons per year and holds proprietary low-cost extraction technology [11] - Xizang City Investment has lithium carbonate reserves of 3.9 million tons from two salt lakes, utilizing a low-cost extraction method that positions it well for profit during price increases [12] - Yongxing Materials focuses on lithium salt production and has a diversified supply chain that allows it to respond quickly to market changes [13] Group 5 - Huayou Cobalt is a global leader in cobalt products and has developed an integrated supply chain for nickel, cobalt, and lithium resources, ensuring stable supply for battery materials [14] - Hanrui Cobalt has a synergistic business model for cobalt and lithium, ensuring raw material self-sufficiency and benefiting from the growth of the lithium battery industry [15] - Tengen Cobalt focuses on the research, production, and sales of cobalt and lithium products, maintaining stable sales through partnerships with leading battery manufacturers [16] Group 6 - Luoyang Molybdenum is the second-largest cobalt producer globally and is actively expanding its lithium resource layout, benefiting from the growth in lithium battery demand [17] - Greeenmei is a leader in battery recycling, achieving over 95% recovery rates and integrating lithium resource recovery into its business model [18] - Northern Rare Earth is the largest supplier of light rare earths and is diversifying into lithium and other energy metals, leveraging its resource advantages [19] Group 7 - Jinli Permanent Magnet has advanced technology that reduces the use of heavy rare earths and is expanding into lithium-related energy metal businesses [20] - Wanhua Chemical is actively involved in the lithium battery materials sector, providing chemical support for lithium carbonate production and benefiting from the growing demand in the lithium battery industry [21] - China Aluminum is leveraging its mining experience to develop lithium resources, ensuring quality and reducing operational costs amid rising lithium prices [22] Group 8 - Jiangxi Copper is expanding into lithium and cobalt, utilizing its mining expertise to enhance its energy metal business [23] - Huayu Mining is focusing on lithium resource development in Tibet, leveraging its regional advantages to enhance its lithium salt processing projects [24] - Shengda Resources is actively acquiring lithium resources and enhancing its energy metal business through strategic partnerships [25] Group 9 - Boqian New Materials, while primarily focused on nano-level metal powder materials, is involved in the lithium battery sector and is expected to see significant profit growth by 2026 [26] - Yongshan Lithium focuses on lithium salt product development and has optimized its production processes to enhance product quality and efficiency [27] - Dazhong Mining is transitioning into the lithium sector, utilizing its mining expertise to explore and develop lithium resources [28] Group 10 - Jinyuan Co. is transforming into the lithium battery sector, focusing on lithium resource development and processing through strategic acquisitions [29] - Weiling Co. is extending its business into the lithium battery supply chain, providing equipment and technical support for lithium mining and processing [30] - Tianhua Super Clean is deeply engaged in lithium battery materials, with a strong production capacity and established relationships with leading battery manufacturers [31]

来源：新浪基金 消息面上，2025年12月工业品出厂价格（PPI）同比下降1.9%，降幅较上月收窄0.3个百分点；环比上涨 0.2%，连续3个月上涨。财通证券指出，PPI环比涨幅扩大，同比降幅收窄。"反内卷"相关的煤炭、水 泥及新能源车制造等行业价格修复，有色相关行业受输入性因素影响持续上涨。此外低基数效应也对同 比提供一定技术上的支撑。 今日（1月13日），化工板块重拾攻势！反映化工板块整体走势的化工ETF（516020）开盘后迅速拉 升，盘中场内价格最高涨幅达到1.56%，而后持续红盘震荡，截至午间收盘，涨0.89%。 成份股方面，钾肥、磷化工、锂电等板块部分个股涨幅居前。截至午间收盘，凯赛生物飙涨12.54%， 盐湖股份大涨7.13%，兴发集团、藏格矿业、鲁西化工等亦涨幅居前。 资金面上，近期，化工板块获资金持续加码。交易所数据显示，截至昨日（1月13日），近5个交易日， 化工ETF（516020）累计获资金净申购额达到5.6亿元；近10个交易日，化工ETF（516020）获资金净 申购额更是超过9.1亿元。 来源：沪深交易所等，截至2026.1.13。 注：化工ETF联接A申购费率为：100万元以下， ...

| | | 多日 1分 5分 15分 30分 | 60分 日 | 周月 | ■客 | | F9 盘前盘后 叠加 | 圆线 丁旦 九转 | 10 (2) | 4. ETF (1 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.914 | | | | 516020[化工ETF] 11:30 价 0.908 涨跌 0.008(0.89%) 均价 0.906 成交量 0 IOPV 0.9086 | | | | 2026/01/13 | | | | +0.00 | | | | | | | | | | | | SSE CNY 11:30:05 交易中 | | | | 0.907 | | | | | | | | | 0.78% | 净值走势 | | | | | | | | | | | | | | 出分 | 3.77% 120日 | | | 0.900 | | | | | | | | | 0.00% | 5日 | -1.09% 250日 | | | | | | | | | | | | | 20日 ...