每经AI快讯，1月14日，互联金融板块盘中持续走高，拉卡拉、君正集团涨停，同花顺涨超10%创历史 新高，四方精创、汇金股份（维权）、大智慧、财富趋势、指南针均涨超5%。 ...

Group 1 - The chemical raw materials sector increased by 2.58% on January 14, with Junzheng Group leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Junzheng Group's stock price rose by 10.10% to 5.67, with a trading volume of 5.943 million shares [1] Group 2 - The main funds in the chemical raw materials sector saw a net inflow of 750 million yuan, while retail investors experienced a net outflow of 576 million yuan [2] - The trading data indicates that Junzheng Group had a net inflow of 825 million yuan from main funds, representing 24.89% of its trading volume [3] - Red Star Development also attracted significant main fund inflow of 93.98 million yuan, accounting for 6.96% of its trading volume [3]

本报讯(记者马宇薇)对于化工行业而言，创新是突破发展瓶颈、实现绿色转型的核心密码。1月14日， 内蒙古君正能源化工集团股份有限公司(以下简称"君正集团（601216）")相关负责人向《证券日报》记 者表示，公司始终将创新贯穿发展全过程，从绿色产业链构建、核心技术突破，到研发投入加码、人才 梯队培育，再到数字化转型深化，全方位发力打造创新发展新格局。 在产业布局上，君正集团精准锚定绿色循环发展方向，以重大项目创新推动产业链自主可控。君正集团 投资超百亿元建设的"石灰石-电石-煤焦化-甲醇-BDO-PTMEG"项目，是国内最完整的低碳环保可降解 塑料产业链，采用世界先进生产工艺，关键能耗指标达国内领先水平。该项目一期一批次于2024年6月 份实现全流程贯通，不仅直接带动近2000个就业岗位，更有效助力区域经济结构优化升级。 值得关注的是，上述项目投产以来，君正集团在核心环节国产化替代领域斩获显著成效——成功实现 BYD、BDO合成催化剂、PTMEG环化反应催化剂及BDO高压循环液泵等关键原材料与装备的系统性国 产化突破。这一突破不仅构建起稳定可控的产业链体系，更显著提升了企业的成本优势与市场竞争力。 其中，君正集 ...

Market Overview - The Shanghai Composite Index closed at 4188.24 points, up 1.20% [1] - The Shenzhen Component Index closed at 14449.57 points, up 1.98% [1] - The ChiNext Index rose by 2.24%, and the STAR Market 50 Index increased by 3.71% [1] - Among the tradable A-shares, 4492 stocks rose, accounting for 86.94%, while 557 stocks fell [1] Top Gainers - A total of 109 stocks hit the daily limit up, with 92 from the main board, 13 from ChiNext, and 4 from the STAR Market [1] - The leading sectors for limit-up stocks included Computer, Media, and Basic Chemicals, with 20, 14, and 7 stocks respectively [1] Notable Stocks - *ST Asia Pacific and ST Derun are among the 9 ST stocks that hit the limit up [1] - *ST Asia Pacific has achieved 8 consecutive limit-up days, the highest among all [1] - Debon Logistics was the most favored stock with a limit-up order volume of 29,496.43 thousand shares, followed by Solar Energy and Liou Shares with 18,245.01 thousand and 17,138.07 thousand shares respectively [1] Fund Flow - In terms of order volume, Debon Logistics, Sanwei Communication, and Liou Shares had the highest limit-up order funds, amounting to 4.555 billion, 2.267 billion, and 1.702 billion respectively [1]

证券时报·数据宝统计，截至今日上午收盘，上证综指4188.24点，收于年线之上，涨跌幅为1.20%，A股 总成交额为22460.00亿元。到目前为止，今日有200只A股价格突破了年线，其中乖离率较大的个股有七 彩化学、联迪信息、博士眼镜等，乖离率分别为18.05%、17.66%、15.79%；晟楠科技、宝利国际、迈 克生物等个股乖离率较小，刚刚站上年线。 1月14日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300758 | 七彩化 学 | 20.01 | 13.29 | 14.27 | 16.85 | 18.05 | | 920790 | 联迪信 | 23.74 | 11.38 | 41.82 | 49.20 | 17.66 | | | 息 | | | | | | | 300622 | 博士眼 镜 | 19.99 | 23.38 | 33.59 | 38.89 | ...

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) rising by 1.55% as of the latest report [1] - Key stocks in the sector, such as Tongkun Co. and Xin Fengming, have seen significant gains, with increases exceeding 7% [1] - The ETF has attracted substantial capital inflow, with a net subscription of 378 million yuan over the past five trading days and over 900 million yuan in the last ten days [1][2] Group 2 - The National Development and Reform Commission emphasizes the need for structural reforms in traditional industries, including steel and petrochemicals, to enhance supply and demand balance and product structure [3] - Guotai Junan Securities suggests that the large chemical industry is likely to undergo a revaluation, as the current profitability does not align with its industry position [3] - The chemical ETF (516020) has been included in the Stock Connect program, which is expected to attract new northbound capital and enhance liquidity [4]

【互联金融板块持续走高 拉卡拉20cm涨停】智通财经1月14日电，互联金融板块盘中持续走高，拉卡 拉、君正集团涨停，同花顺涨超10%创历史新高，四方精创、汇金股份、大智慧、财富趋势、指南针均 涨超5%。 转自：智通财经 ...

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) rising by 1.55% as of the latest report [1][7] - Key stocks in the sector include Tongkun Co. and New Fengming, both of which have surged over 7%, while Junzheng Group increased by over 6% [1][7] - Recent inflows into the chemical ETF have been significant, with a net subscription of 378 million yuan over the past five trading days and over 900 million yuan in the last ten days [1][8] Group 2 - The National Development and Reform Commission has highlighted the need for structural reforms in traditional industries, including steel and petrochemicals, to improve supply-demand balance and product structure [3][9] - Guotai Junan Securities suggests that the large chemical industry is likely to be revalued, as the current profitability does not match its industry position, indicating potential for recovery [3][9] - The chemical ETF (516020) has been included in the Stock Connect program, which is expected to attract new capital and enhance liquidity [4][11] Group 3 - The chemical ETF tracks a specialized index covering various themes, with nearly 50% of its holdings in large-cap leading stocks like Wanhua Chemical and Salt Lake Potash [4][11] - Investors can also access the chemical sector through the chemical ETF linked funds, which provide an efficient way to invest in this sector [4][11]

Core Viewpoint - Inner Mongolia Junzheng Energy Chemical Group Co., Ltd. has been recognized as a leading enterprise in the skill evaluation ecosystem for 2025, marking it as the first company in Wuhai City to achieve this honor [1][2]. Group 1: Company Achievements - Junzheng Group was selected as a chain leader enterprise in the skill evaluation ecosystem, which integrates resources from government, enterprises, and educational institutions to foster collaborative development [1]. - The company has established a comprehensive skill training and evaluation system, which has laid a solid foundation for its selection as a chain leader enterprise [1]. Group 2: Skill Development Initiatives - Junzheng Group has created Junzheng Vocational Training School to address the demand for skilled talent in Wuhai City's key industries such as chemicals, energy, and new materials [2]. - Over the past seven years, the vocational training school has developed into a comprehensive learning and development platform, providing high-quality skilled talent to support local industrial development [2]. Group 3: Future Plans - The company aims to build a skill ecosystem by collaborating with upstream and downstream enterprises, vocational colleges, technical schools, and skill training and evaluation institutions to cultivate high-quality skilled talent [2].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the implementation of differentiated pricing for high-energy-consuming industries in Shaanxi Province, which may provide new policy ideas for combating internal competition [4][22] - BOPET prices have shown a strong upward trend, with some companies still expressing intentions to raise prices, although price stability is currently key [5][24] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 2.24% this week, with 82.39% of stocks in the chemical sector rising [16] - The CCPI (China Chemical Product Price Index) increased by 1.25% this week [19] Key Industry Insights - The Shaanxi Province's proposal for differentiated electricity pricing for high-energy-consuming industries aims to phase out backward production capacity, which could benefit leading companies in the sector [4][22][23] - BOPET prices in East China reached 7,500-7,700 RMB/ton, with an average price of 7,556.25 RMB/ton, reflecting a weekly increase of 42.68 RMB/ton (0.57%) [5][24] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [7] - Beneficiary stocks include Xinjiang Tianye and Zhongtai Chemical in the calcium carbide and chlor-alkali sectors [23][36] Product Tracking - The price of urea increased by 1.46% to an average of 1,735 RMB/ton, while phosphate rock prices remained stable [40][41] - The market for viscose staple fiber is stable, with an average price of 12,800 RMB/ton, while demand remains weak [34]