2月9日盘后，浙江龙盛发布机构调研公告称2月8日公司分散染料部分品种再次调价，其中主要产品分散 黑报价近期累计上涨5000元/吨。 后续走势如何？ 染料行业属于充分竞争行业，印度活性染料产能也已有相当规模。但过去五年分散染料行业震荡下行， 中间体环节利润也显著压缩，行业产能不断出清，行业拐点出现。 对于此次调价，浙江龙盛表示直接因素是还原物价格上涨，染料进行了跟调。此外，浙江龙盛还提到， 近期活性染料相对分散染料来说，大品种涨价相对温和，但也有个别小品种涨价明显，特别是一些重要 中间体（如还原物、6氯）的涨价，如活性艳兰报价由15万元/吨上调至18万元/吨。 随后二连板的闰土股份也发布投资者关系活动记录表，其中明确提到公司分散染料黑价格近期已每吨累 计上涨约5000元。闰土股份表示，还原物是分散染料较重要的中间体之一，其价格近两年来在较低位运 行。从元月下旬开始上涨，截至目前，还原物市场报价在7万元/吨左右。 此外，据证券时报报道，福莱蒽特销售部已向其客户发布提价通知，自今日起对旗下多款分散染料产品 调整价格。自2026年2月9日起，分散染料价格作适当调整，其中分散黑ECT（300%）等9款产品每吨提 价20 ...

证券日报网2月9日讯 ，浙江龙盛在接受调研者提问时表示，近期，活性染料相对分散染料来说，大品 种涨价相对温和，但也有个别小品种涨价明显，如活性艳兰报价由15万元/吨上调至18万元/吨。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网2月9日讯 ，浙江龙盛在接受调研者提问时表示，公司一如既往地看好德司达的行业地位， 会继续强化其全球渠道与品牌协同，加速全球化与高端化布局，在当前地缘政治和贸易关税的背景下， 公司认为德司达是一个不错的平台，会有很多机会。 ...

（文章来源：证券日报） 证券日报网2月9日讯 ，浙江龙盛在接受调研者提问时表示，2026年2月8日，公司分散染料部分品种确 实又调价了，本次调价直接因素是还原物价格上涨，染料进行了跟调，其中主要产品分散黑报价近期累 计上涨5000元/吨。至于价格是否可持续，还是要看供需关系。 ...

证券日报网2月9日讯，浙江龙盛（600352）在接受调研者提问时表示，本次涨价驱动的原因主要是原材 料价格的上涨，特别是一些重要中间体(如还原物、6氯)的涨价，公司经过多年的技术与产业投入，依 托中间体一体化产业布局，公司认为染料行业格局会进行再梳理，公司的染料产能会得到进一步的提 升。 ...

Group 1 - The core viewpoint of the article highlights the positive outlook for the Chinese chemical industry, which is expected to enter a new upward cycle from 2026 to 2028 according to UBS Group's latest research report [1] - The domestic chemical industry is experiencing a continuous push against internal competition policies, including tightening new project approvals and optimizing standards for eliminating outdated capacity, which will enhance supply-side optimization [1] - The China Chemical Industry Index, which includes major sectors like oil and coal chemicals, shows a significant focus on sub-industries with clear supply-demand improvements, making it sensitive to price increase expectations [1] Group 2 - The chemical sector ETF, E Fund (516570), has seen continuous inflows, accumulating over 1.4 billion yuan in net inflows over 16 consecutive trading days, indicating strong investor interest [1] - The report indicates that capital expenditure in the industry is expected to decline by 8% year-on-year in 2025, signaling an end to the phase of disorderly capacity expansion and an increase in corporate self-discipline [1] - The index composition emphasizes sectors that are likely to benefit from supply-side optimization, with basic chemicals accounting for approximately 60% and oil and petrochemicals for about 30% of the index [1]

Group 1 - The chemical sector continues to rebound, with the Chemical ETF (516020) opening high and experiencing a maximum intraday increase of 1.79%, closing with a gain of 1.48% [1][7] - Key stocks in the sector include Zhejiang Longsheng, which surged by 9.5%, and Tongcheng New Materials, which rose by 4.86%, along with several others exceeding 3% gains [1][7] - The Chemical ETF tracks a specialized index that includes popular stocks in sectors like new energy, which are expected to benefit significantly from the ongoing growth in electric vehicle sales [9][10] Group 2 - According to Zhongyuan Securities, the ongoing anti-involution policies are expected to strengthen supply-side constraints in the industry, benefiting certain sub-sectors such as chlor-alkali, pesticides, and polyester filament [10] - Guohai Securities notes that the anti-involution measures may lead to a revaluation of the Chinese chemical industry, with potential for increased cash flow and dividend yields as capacity expansion slows [10] - The Chemical ETF (516020) is suggested as an efficient way to capitalize on the rebound in the chemical sector, covering themes like AI computing power and new energy [10][11] Group 3 - Recent data from the Ministry of Commerce indicates that as of February 5, 2026, there were 335,000 applications for the vehicle trade-in subsidy, driving new car sales to 53.77 billion yuan, which supports market development and resource recycling [8][9] - The average price of new cars participating in the trade-in program exceeded 160,000 yuan, showing a significant increase compared to the previous year, while the number of scrapped vehicles reached 659,000, a year-on-year increase of 50.2% [8][9]

Group 1: AI and Media Industry - ByteDance launched the Seedance 2.0 video generation model on its Dream platform, receiving widespread acclaim in the AI industry [6] - The short drama and comic drama sectors are transitioning towards "premium and industrialization," with Haikan Co. actively investing in micro-short dramas, achieving commercialization in its AI comic drama business [9] - Xiaohongshu is developing AI video editing products, aiming to enhance e-commerce monetization through AI, benefiting small and medium-sized businesses [12] Group 2: Chemical Industry - Zhejiang Longsheng announced a price increase for disperse dyes by 2000 yuan per ton starting February 8, 2026, marking the first price rise since October 2025 [15][17] - The dye industry in China is experiencing consolidation due to high pollution, leading to the exit of small and medium enterprises, which may benefit leading companies [15] - Companies like Runtu Co., Zhejiang Longsheng, and Jinjis Co. have seen significant stock price increases, with gains of 18.52%, 15.03%, and 20.07% respectively over three trading days [15] Group 3: Solar Energy Industry - Tesla is evaluating multiple sites in the U.S. to expand its solar cell manufacturing capacity, targeting 100 GW annually within three years [20] - GCL-Poly announced a breakthrough in perovskite tandem solar cell technology, achieving a conversion efficiency of 33.31% [20] - TuoRi New Energy successfully completed a MW-level thin-film silicon/crystalline silicon heterojunction solar cell R&D project, leading to a stock price surge [22] Group 4: Commercial Aerospace - China successfully launched a reusable experimental spacecraft on February 7, 2026, to support peaceful space utilization [31] - Zhongchao Holdings is expanding its business in commercial aerospace and plans to raise funds for high-end components in aerospace and gas turbines [31] - The global commercial aerospace market is projected to reach $800 billion by 2030 [31] Group 5: Computing Power Industry - Tower Semiconductor announced a partnership with NVIDIA to develop advanced silicon photonics technology for AI data centers [34] - Google is significantly increasing its capital expenditure for AI infrastructure, with over 60% allocated for server procurement [35] - Companies like Light Library Technology have seen stock price increases due to their involvement in OCS technology, which is expected to have a broad application in data centers [37]

浙江龙盛发布机构调研公告，2026年2月8日，公司分散染料部分品种确实又调价了，本次调价直接因素 是还原物价格上涨，染料进行了跟调，其中主要产品分散黑报价近期累计上涨5000元/吨。至于价格是 否可持续，还是要看供需关系。 ...

Group 1 - The company, Zhejiang Longsheng, is a leading player in the global dye and textile chemicals industry [1] - The manufacturing segments primarily include domestic dyes, disperse dyes, and intermediates, along with real estate and investment businesses [1] - The total dye production capacity is approximately 300,000 tons per year, while the intermediates capacity is around 120,000 tons per year [1]