| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 免税店 | 1.44 | 超导概念 | -3.32 | | 网约车 | 0.89 | 硅能源 | -3.16 | | 预制菜 | 0.56 | 金属铅 | -3.12 | | 数字货币 | 0.47 | 超级电容 | -3.10 | | 乳业 | 0.45 | PVDF概念 | -3.09 | | 移动支付 | 0.26 | 可控核聚变 | -3.06 | | ETC | 0.22 | 培育钻石 | -3.03 | | 中船系 | 0.15 | 金属锌 | -2.99 | | 无人零售 | 0.02 | 航空发动机 | -2.91 | | 无人驾驶 | -0.03 | 小红书概念 | -2.90 | 资金面上看，今日PVDF概念板块获主力资金净流出5.16亿元，其中，16股获主力资金净流出，12股主 力资金净流出超千万元，净流出资金居首的是多氟多，今日主力资金净流出2.64亿元，净流出资金居前 的还有东阳光、巨化股份、璞泰来等，主力资金分别净流出3742.69万元、3450.50万元、2 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000833 | 粤桂股份 | -5.52 | 7.93 | -8094.05 | | 000632 | 三木集团 | -10.00 | 19.61 | -7924.59 | | 000753 | 漳州发展 | -8.01 | 7.59 | -4139.59 | | 600673 | 东阳光 | -2.84 | 1.12 | -3742.69 | | 600770 | 综艺股份 | -2.71 | 1.07 | -1476.64 | | 600881 | 亚泰集团 | -1.06 | 1.45 | -871.94 | | 000025 | 特力A | -1.41 | 1.96 | -693.26 | | 000523 | 红棉股份 | 0.91 | 3.13 | -324.90 | | 000421 | 南京公用 | -1.60 | 1.73 | -307.97 | | 600682 | 南京新百 | 1.17 | 3.00 | -211.64 | ...

从资金流向上来看，当日综合板块主力资金净流出1.81亿元，游资资金净流入1893.86万元，散户资金净 流入1.62亿元。综合板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月15日综合板块较上一交易日下跌1.47%，东阳光领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。综合板块个股涨跌见下表： ...

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [6][20]. Core Insights - The macroeconomic judgment for the chemical industry indicates a stable increase in oil demand due to global economic improvement, with Brent oil prices expected to remain in the range of $55-70 per barrel [6][7]. - The central economic work conference emphasizes the need to combat "involution" in competition, which is expected to benefit the chemical industry through optimized capacity and improved profitability [6][7]. - The report highlights the potential for growth in the refrigerant market, with specific quotas set for 2026, and suggests focusing on companies like Juhua Co., Sanmei Co., and Dongyangguang [6][7]. - The commercial aerospace sector is anticipated to enter a golden age, driven by the rapid deployment of low-orbit satellite constellations, with a projected market size of 60 billion yuan for ceramic shells [6][7]. Summary by Sections Industry Dynamics - Oil supply is constrained due to OPEC+ production delays, while demand is stabilizing, leading to a forecast of sustained low oil prices [7]. - Coal prices are expected to stabilize at a low level, and natural gas costs may decrease as the U.S. accelerates export facility construction [6][7]. Chemical Sector Configuration - The report suggests a diversified investment approach across various chains, including textiles, agriculture, and export-related chemicals, benefiting from the "involution" policy [6][20]. - Key materials for growth are identified, including semiconductor materials and OLED panel materials, with specific companies highlighted for investment [6][20]. Key Company Valuations - The report provides a detailed valuation table for key companies in the chemical sector, indicating their market capitalization and projected earnings [20][21].

Investment Rating - The investment rating for the chemical raw materials industry is "Positive" (maintained) [1] Core Views - The 2026 refrigerant quota has been issued, maintaining an upward trend in the market; the shutdown of leading PVDF companies is expected to catalyze a market reversal [4][20] - The refrigerant market is characterized by stable long-term demand and a lack of substitutes, which supports a positive outlook for the sector [30] Summary by Sections 1. Fluorochemical Industry Weekly Perspective - The 2026 refrigerant quota has been issued with limited adjustments compared to 2025, indicating a stable market environment [28] - The shutdown of a leading PVDF producer is expected to create upward price pressure, with current market prices reaching up to 56,000 yuan/ton [21][24] 2. Market Performance - The fluorochemical index rose by 0.12% during the week of December 8-12, outperforming the Shanghai Composite Index by 0.47% [6][17] - The overall market sentiment remains strong, with companies like Dongyangguang and Juhua showing significant stock price increases [12][20] 3. Raw Material and Product Pricing - The price of R32 refrigerant is stable at 63,000 yuan/ton, while R134a has seen a price increase to 57,500 yuan/ton [10][11] - PVDF prices have rebounded from 36,000 yuan/ton to 49,000 yuan/ton, indicating a recovery in demand [21][22] 4. Industry Dynamics - The demand for PVDF is expected to continue growing, with the coating-grade PVDF market share projected to reach 25% by 2024 [22] - The overall fluorochemical market is experiencing a stable trend, with the price of raw materials like hydrogen fluoride showing mixed movements [38][39]

东阳光12月12日大宗交易平台出现一笔成交，成交量14.75万股，成交金额339.99万元，大宗交易成交价 为23.05元。该笔交易的买方营业部为机构专用，卖方营业部为瑞银证券有限责任公司上海花园石桥路 证券营业部。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为1.50亿元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 14.75 | 339.99 | 23.05 | 0.00 | 机构专 | 瑞银证券有限责任公司上海花园石 | | | | | | 用 | 桥路证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，东阳光今日收盘价为23.05元，上涨1.10%，日换手率为1.70%，成交额为 11.56亿元，全天主力资金净流入4156.73万元，近5日该股累计上涨11.95%，近5日资金合计净流入3.67 亿元。 两融数据显示，该股最新融资余额为27.93亿元，近5日增加4773 ...

综合行业今日下跌1.18%，全天主力资金净流出1.08亿元，该行业所属的个股共15只，今日上涨的有2 只；下跌的有13只。以资金流向数据进行统计，该行业资金净流入的个股有5只，净流入资金居首的是 东阳光，今日净流入资金4156.73万元，紧随其后的是悦达投资、综艺股份，净流入资金分别为1257.32 万元、725.84万元。综合行业资金净流出个股中，净流出资金居前的有粤桂股份、三木集团、泰达股 份，净流出资金分别为1.17亿元、1464.65万元、1194.89万元。（数据宝） 综合行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000833 | 粤桂股份 | -7.58 | 15.83 | -11669.68 | | 000632 | 三木集团 | -6.86 | 20.00 | -1464.65 | | 000652 | 泰达股份 | -2.53 | 1.67 | -1194.89 | | 600881 | 亚泰集团 | -1.57 | 1.75 | -1024.84 | | ...

从资金流向上来看，当日综合板块主力资金净流出8730.23万元，游资资金净流出1376.72万元，散户资 金净流入1.01亿元。综合板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月12日综合板块较上一交易日下跌0.76%，粤桂股份领跌。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。综合板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600770 | 综艺股份 | 5.15 | 1.38% | 12.93万 | 6666.26万 | | 600673 | 东阳光 | 23.05 | 1.10% | 50.91万 | 11.56亿 | | 600805 | 悦大投资 | 5.32 | -0.19% | 13.55万 | 7227.31万 | | 600682 | 南京新白 | 7.61 | -0.26% ...

近期，中国疾控中心监测显示，目前全国共有17个省份流感处于高流行水平。门急诊流感样病例检测阳性率已达51%，专家预计全国流感将在 12月中旬达到高峰。面对当前流感高发态势及快速增长的健康需求，保障相关药品稳定供应与可及性成为首要问题。 此次成立的"流感药品保供稳价联盟"，覆盖了流感处方药和OTC药品、口罩、消毒凝胶等流感防治全品类。联盟成员共同承诺，将依托京东买 药秒送的即时零售网络，实现流感相关商品的足量供应，满足市场需求。同时，针对近期市场上出现的个别药品涨价现象，京东买药秒送与联 盟企业态度明确，坚决抵制不合理涨价，承诺对在售的流感相关药品及防护用品实施严格的价格监测和管理，确保消费者能以稳定、公允的价 格获取所需物资。 除药品保障外，京东买药秒送还通过强化运力与延伸服务，为用户提供"速度"与"温度"并重的健康守护。在配送端，加大一线运力储备，进一 步满足用户急用药需求，最快9分钟送药上门。在服务体验端，将去年广受好评的"随单送温水"暖心举措全面升级，即日起至2026年3月期间， 北京、天津、上海、杭州、成都、武汉、长丰7个城市的用户，通过京东买药秒送自营门店下单均可随单获赠一瓶温水，在流感高发时节，获 ...

人民财讯12月11日电，阳光乳业（001318）12月11日公告，控股股东阳光（600673）集团的一致行动人 南昌致合企业管理中心(有限合伙)(简称"南昌致合")拟减持不超过847.98万股，即不超过公司总股本的 3%。 ...