（原标题：今日看点｜国新办将举行新闻发布会，介绍2025年上半年金融统计数据情况） 7月14日重点关注的财经要闻与资本市场大事： 1、国新办将举行新闻发布会，介绍2025年上半年金融统计数据情况 7月14日，国新办将举行两场新闻发布会。上午10时，海关总署副署长王令浚介绍2025年上半年进出口情况，并答记者问。 下午3时，中国人民银行副行长邹澜介绍2025年上半年金融统计数据情况，并答记者问。 2、第12届世界化学工程大会暨第21届亚太化工联盟大会将举行 7月14日至18日，第12届世界化学工程大会暨第21届亚太化工联盟大会将举行。大会以"迎接全球挑战的化学工程范式变革"为主题，将围绕化工与 未来人才教育、化工与基础产业再造、化工与战略新兴产业、未来化工与智慧创新四个挑战性课题，展开40余个创新主题活动、900余场发人深省 的前沿报告与丰富多彩的交流研讨。 3、145.07亿元市值限售股今日解禁 7月14日，共有14家公司限售股解禁，合计解禁量为10.08亿股，按最新收盘价计算，合计解禁市值为145.07亿元。 从解禁量来看，6家公司解禁股数超千万股。兆新股份、北新路桥、天岳先进解禁量居前，解禁股数分别为4. ...

南财投研通数据显示，7月7日至7月11日，券商给予上市公司目标价共88次，按最新收盘价计算，目标 价涨幅排名居前的公司有道通科技、万华化学、正帆科技，目标价涨幅分别为68.84%、61.52%、 60.11%，分别属于计算机设备、化学制品、专用设备行业。 | 班第代码 | 证券各称 | 机构 | 看制法级 | 眉岛目标价 | 目标涨幅 | | --- | --- | --- | --- | --- | --- | | | | | | (元) | (%) | | 688208 | 道通科技 | 中国国际金融 | 跑意行业 | 53.00 | 68.84 | | 600309 | 万华化学 | 伊国国际金融 | 跑赢行业 | 90.00 | 61.52 | | e88888 | 正帆科技 | 中信证券 | 五) | 57.00 | 60.11 | | 300888 | 稳健医疗 | 国泰海通证券 | 墙持 | 61.94 | 55.20 | | 603766 | 隆参通用 | 华泰证券 | 益) | 19.96 | 51.10 | | 1088889 | 突瑞科技 | 便如)器能能出版社 | 孟ゾ | 132.0 ...

行 业 及 产 业 基础化工 2025 年 07 月 13 日 陶氏将关闭英国巴里有机硅产能， 算力拉动 PCB 量价齐升，东南亚 对等关税好于预期 看好 ——《化工周报 25/07/07-25/07/11》 证 券 研 究 证券分析师 马昕晔 A0230511090002 maxy@swsresearch.com 宋涛 A0230516070001 songtao@swsresearch.com 研究支持 任杰 A0230522070003 renjie@swsresearch.com 邵靖宇 A0230524080001 shaojy@swsresearch.com 周超 A0230123090004 zhouchao@swsresearch.com 李绍程 A0230525070002 lisc@swsresearch.com 赵文琪 A0230523060003 zhaowq@swsresearch.com 联系人 马昕晔 (8621)23297818× maxy@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 ...

证券代码：600309 证券简称：万华化学 公告编号：临 2025-41 号 万华化学集团股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 回购方案首次披露日 2025/4/16 回购方案实施期限 2025 年 5 月 16 日~2026 年 5 月 15 日 预计回购金额 30,000万元~50,000万元 回购价格上限 98.63元/股 √减少注册资本 回购用途 □为维护公司价值及股东权益 实际回购股数 9,275,000股 实际回购股数占总股本比例 0.30% 实际回购金额 49,997.96万元 实际回购价格区间 52.25元/股~56.48元/股 一、 回购审批情况和回购方案内容 万华化学集团股份有限公司（以下简称"公司"或"万华化学"）于 2025 年 4 月 12 日召开第九届董事会 2025 年第一次会议，于 2025 年 5 月 15 日召开 2024 年 年度股东大会，审议通过了《关于以集中竞价交易方式回购公司股份的方案》，同 意公司以自有资 ...

证券代码：600309 证券简称：万华化学 公告编号：临 2025-41 号 万华化学集团股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/4/16 | | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 5 日~2026 年 月 | 月 | 16 | 5 15 日 | | 预计回购金额 | 30,000万元~50,000万元 | | | | | 回购价格上限 | 98.63元/股 | | | | | 回购用途 | √减少注册资本 □为维护公司价值及股东权益 | | | | | 实际回购股数 | 9,275,000股 | | | | | 实际回购股数占总股本比例 | 0.30% | | | | | 实际回购金额 | 49,997.96万元 | | | | | 实际回购价格区间 | 52.25元/股~56.48元/股 | | | | 一、 回购审批情况和回购方案内 ...

证券研究报告 基础化工周报：需求偏弱，MDI价格偏弱运行 能源化工首席证券分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 能源化工分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2025年7月13日 2 ◼ 【聚氨酯板块】本周纯MDI/聚合MDI/TDI行业均价为16640/14800/12120元/吨，环比分别-300/-420/+120元/ 吨，纯MDI/聚合MDI/TDI行业毛利分别为3565/2765/1110元/吨，环比分别-153/-295/+213元/吨。 ◼ 【油煤气烯烃板块】①本周乙烷/丙烷/动力煤/石脑油均价分别为1254/4135/483/4211元/吨，环比分别 +56/+65/+13/+102元/吨。②本周聚乙烯均价为7931元/吨，环比-15元/吨，乙烷裂解/CTO/石脑油裂解制聚乙烯 理论利润分别为1304/2046/68元/吨，环比分别-62/-44/-119元/吨。③本周聚丙烯均价为7064元/吨，环比-56元/ 吨，PDH/CTO/石脑油裂解制聚 ...

Group 1 - The acrylic acid concept sector declined by 0.80%, ranking among the top declines in the concept sector, with companies like AkzoNobel, Tianlong Group, and Guoen Co. experiencing significant drops [1] - Among the acrylic acid concept stocks, three companies saw price increases, with Baolijia, Bohai Chemical, and Hongqiang Co. rising by 0.60%, 0.46%, and 0.24% respectively [1] - The acrylic acid concept sector experienced a net outflow of 213 million yuan in main funds, with Wanhua Chemical leading the outflow at 145 million yuan [2] Group 2 - The top gainers in the concept sector included rare earth permanent magnets with a rise of 5.64%, while the housing inspection sector fell by 1.47% [2] - The main funds saw inflows into satellite chemicals, Xingye Co., and Shenyang Chemical, with net inflows of 42.6 million yuan, 6.8 million yuan, and 2.6 million yuan respectively [2][3] - The acrylic acid concept stocks with the highest net outflows included Tianlong Group and Huayi Group, with outflows of 63.7 million yuan and 18.8 million yuan respectively [2]

Core Viewpoint - The high-performance materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, becoming a crucial pillar for economic stability. The industry is expected to reach a total output value of 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years, with a market size projected to be 8.78 trillion yuan [1][10]. Group 1: Industry Definition and Classification - High-performance materials are defined as newly emerged materials with superior properties or special functions, or traditional materials that have significantly improved performance or gained new functions. They are essential for extreme environments and high-end applications, primarily used in aerospace, energy, electronics, medical, and defense sectors. The main categories include advanced basic materials, key strategic materials, and frontier new materials [1][12]. Group 2: Development Environment and Policies - The Chinese government has implemented various policies to promote the research and development of high-performance materials, recognizing them as a foundational and strategic industry. Key policies include encouraging foreign investment in new materials and prioritizing the development of advanced materials such as graphene and biodegradable materials [5][6]. Group 3: Current Industry Status - The high-performance materials industry in China has evolved from a weak foundation to a robust sector, with expectations for future development to focus on intelligence and sustainability, integrating high technology with emerging industries [7][23]. Group 4: Industry Chain - The industry chain for high-performance materials includes upstream sectors such as steel, non-ferrous metals, rare earths, petrochemical products, and polymers; midstream focuses on R&D and production; and downstream applications span new information technology, renewable energy, automotive, home appliances, medical, environmental protection, aerospace, and rail transportation [12][14]. Group 5: Competitive Landscape - The market is characterized by competition among foreign enterprises, large state-owned enterprises, and private companies. Foreign firms dominate the high-end market, while domestic companies primarily serve the mid-range market. Notable companies include Wanhua Chemical, Ganfeng Lithium, Hengli Petrochemical, and North Rare Earth [16][18]. Group 6: Key Enterprises - Major players in the high-performance materials sector include: - Wanhua Chemical, which operates globally and focuses on various chemical and new material sectors [17][19]. - Ganfeng Lithium, which covers the entire lithium battery supply chain from resource extraction to battery manufacturing [18]. - Hengli Petrochemical, recognized for its extensive production capabilities in petrochemicals and new materials [21]. - North Rare Earth, which has established a significant production base for rare earth materials [18]. Group 7: Future Development Trends - The high-performance materials industry is transitioning from self-sufficiency in low-end products to independent R&D of mid-to-high-end products, with increasing domestic competitiveness. The rapid development of emerging industries like renewable energy and smart manufacturing is driving innovation in high-performance materials, leading to new application scenarios and a promising market outlook [23][25].

Group 1: Market Overview - The FTSE China A50 Index components showed a positive trend with insurance, oil, and securities sectors rising significantly, while the banking sector also performed well [1][6]. Group 2: Sector Performance - The insurance sector, including companies like China Life and Ping An, saw increases in market capitalization, with China Life at 1,387.12 billion and Ping An at 1,036.22 billion, reflecting gains of 2.05% and 2.04% respectively [3]. - The oil sector, represented by Sinopec and PetroChina, also experienced growth, with Sinopec's market cap at 698.73 billion and PetroChina at 1,588.62 billion, both showing positive changes of 1.17% and 1.41% respectively [3]. - The semiconductor industry, including Northern Huachuang and Cambrian, faced slight declines, with Northern Huachuang down by 1.43% [3]. - The beverage sector, particularly Kweichow Moutai, reported a market cap of 1,780.16 billion, with a minor decrease of 0.13% [3]. Group 3: Trading Volume - Trading volumes varied across sectors, with the insurance sector leading with a total trading volume of 24.01 billion for Ping An, while the semiconductor sector had lower volumes, with Northern Huachuang at 9.73 billion [3][4]. - The automotive sector, represented by BYD, had a significant trading volume of 47.62 billion, indicating strong investor interest [3].

Market Overview - The FTSE China A50 Index components showed varied performance, with the liquor sector rising throughout the day while the semiconductor sector experienced a decline in the afternoon [1] Insurance Sector - China Life Insurance, China Pacific Insurance, and Ping An Insurance had market capitalizations of CNY 376.78 billion, CNY 356.91 billion, and CNY 1,017.95 billion respectively, with trading volumes of CNY 0.75 billion, CNY 2.22 billion, and CNY 0.84 billion [3] - The stock prices changed as follows: China Life Insurance decreased by CNY 0.73 (-1.93%), China Pacific Insurance decreased by CNY 0.55 (-0.97%), and Ping An Insurance decreased by CNY 0.14 (-1.62%) [3] Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of CNY 1,782.39 billion, CNY 217.50 billion, and CNY 472.00 billion respectively, with trading volumes of CNY 3.95 billion, CNY 2.00 billion, and CNY 2.48 billion [3] - Stock price changes included Kweichow Moutai increasing by CNY 2.38 (+1.35%), Shanxi Fenjiu increasing by CNY 0.82 (+0.68%), and Wuliangye increasing by CNY 2.77 (+0.20%) [3] Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of CNY 238.96 billion, CNY 223.82 billion, and CNY 314.69 billion respectively, with trading volumes of CNY 1.47 billion, CNY 1.23 billion, and CNY 2.64 billion [3] - The stock prices changed as follows: Northern Huachuang decreased by CNY 7.77 (-1.43%), Cambricon Technologies decreased by CNY 1.51 (-1.10%), and Hygon decreased by CNY 2.82 (-0.84%) [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of CNY 187.27 billion, CNY 1,790.16 billion, and CNY 280.83 billion respectively, with trading volumes of CNY 3.97 billion, CNY 0.31 billion, and CNY 0.56 billion [3] - Stock price changes included BYD decreasing by CNY 1.08 (-0.33%), Great Wall Motors decreasing by CNY 0.08 (-0.36%), and Beijing-Shanghai High-Speed Railway increasing by CNY 0.03 (+0.53%) [3] Shipping and Oil Sector - COSCO Shipping Holdings, Sinopec, and PetroChina had market capitalizations of CNY 235.91 billion, CNY 688.67 billion, and CNY 1,570.32 billion respectively, with trading volumes of CNY 0.77 billion, CNY 1.08 billion, and CNY 0.76 billion [3] - The stock prices changed as follows: COSCO Shipping Holdings remained unchanged, Sinopec decreased by CNY 0.09 (-0.59%), and PetroChina increased by CNY 0.01 (+0.12%) [3] Coal and Battery Sector - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL had market capitalizations of CNY 185.95 billion, CNY 745.07 billion, and CNY 1,234.66 billion respectively, with trading volumes of CNY 0.79 billion, CNY 0.69 billion, and CNY 7.95 billion [3] - Stock price changes included China Shenhua increasing by CNY 7.49 (+2.84%), Shaanxi Coal and Chemical Industry decreasing by CNY 0.22 (-0.58%), and CATL increasing by CNY 0.03 (+0.16%) [3] Other Sectors - Various sectors such as food and beverage, electronics, and pharmaceuticals showed mixed performance in terms of market capitalization and stock price changes [4]