行业走势图 数据来源：聚源 -19% -10% 0% 10% 19% 29% 38% 2024-12 2025-04 2025-08 基础化工 沪深300 基础化工 基础化工 2025 年 12 月 17 日 投资评级：看好（维持） 相关研究报告 《中央经济工作会议强调深入整治 "内卷式"竞争，磷肥市场座谈会在 北京召开—行业周报》-2025.12.14 《关注 BOPET 行业反内卷动向，全球 MDI 价格联动上涨—化工行业周报》 -2025.12.7 《发改委价格司组织召开价格无序竞 争成本认定工作座谈会，2026 年中国 钾肥大合同达成 — 行 业 周 报 》 -2025.11.30 抗老化助剂厂家发布涨价函，看好行业景气底部向上 修复、格局优化 ——抗老化助剂行业点评报告 | 金益腾（分析师） | 徐正凤（分析师） | | --- | --- | | jinyiteng@kysec.cn | xuzhengfeng@kysec.cn | | 证书编号：S0790520020002 | 证书编号：S0790524070005 | 事件：抗老化助剂厂家发布涨价函，看好行业景气底部向上修复、格局优化 12 ...

证券日报网讯12月11日，宿迁联盛（603065）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司的股东持有人数为19110户。 ...

内容概况：中国抗老化剂行业正处黄金发展期，市场规模加速扩容。2024年，中国抗老化剂行业市场规 模约为128亿元，同比增长18.52%。具体来看，传统塑料、橡胶、涂料等基础材料行业对抗老化剂的需 求保持稳健增长，支撑了市场基本盘；而新能源汽车、高端建材、医疗健康等高端新兴领域的快速崛 起，则成为行业增长的新引擎——新能源汽车对耐高温、抗氧化的特种抗老化剂需求激增，高端建材对 长效光稳定剂的需求持续攀升，医疗健康领域对生物相容性抗老化剂的需求亦显著扩大。这些新兴领域 不仅推动了抗老化剂产品向高性能、环保化方向迭代，更通过技术壁垒提升与附加值增加，带动了行业 整体盈利水平的提升。在此背景下，中国抗老化剂行业正加速从"规模扩张"向"质量提升"转型，形成传 统与新兴需求双轮驱动、技术迭代与绿色转型并行的良性发展格局。 相关上市企业：利安隆（300596）、宿迁联盛（603065）、风光股份（832235）、元利科技（603217） 相关企业：天津利安隆新材料股份有限公司、浙江龙盛集团股份有限公司、龙星科技股份有限公司、龙 佰集团股份有限公司、营口风光新材料股份有限公司、金发科技股份有限公司、三棵树涂料股份有限公 司、 ...

| 证券代码 | 证券简称 | 日涨跌(%) | 每笔成交(股) | 环比(%) | | --- | --- | --- | --- | --- | | 001211 | 双枪科技 | 9.99 | 1411 | 390.83 | | 001336 | 楚环科技 | 9.99 | 1207 | 389.04 | | 000692 | 惠天热电 | 10.11 | 7891 | 352.37 | | 002566 | 益盛药业 | 9.96 | 2148 | 328.76 | | 002353 | 杰瑞股份 | 10.00 | 1258 | 291.31 | | 002631 | 德尔未来 | 10.02 | 2914 | 249.70 | | 600281 | 华阳新材 | 10.07 | 2388 | 174.90 | | 603065 | 宿迁联盛 | 6.21 | 1453 | 146.66 | | 002515 | 金字火腿 | 10.02 | 4115 | 145.18 | | 600255 | 鑫科材料 | 10.03 | 4659 | 116.02 | （文章来源：证券时报网） 12月3日成交笔 ...

证券代码：603065 证券简称：宿迁联盛 公告编号：2025-076 宿迁联盛科技股份有限公司 关于为子公司提供担保的进展公告 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： 担保对象及基本情况 | | 被担保人名称 | | 宿迁项王机械设备有限公司 | | --- | --- | --- | --- | | | 本次担保金额 | 1,000.00 万元 | | | 担 保 对 象一 | 实际为其提供的担保余额 | 1,000.00 万元 | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 ☑否 | □不适用：_________ | | 担保对 | 被担保人名称 | 宿迁联宏新材料有限公司 | | | | 本次担保金额 | 1,000.00 万元 | | | 象二 | 实际为其提供的担保余额 | 4,400.00 万元 | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否 ...

证券日报网讯12月1日，宿迁联盛（603065）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司的股东持有人数为16667户。 ...

Core Viewpoint - Suqian Liansheng (603065.SH) announced a delay in the completion of its new materials project due to changes in market conditions and slowed construction progress, pushing the expected operational date from December 2025 to December 2026 [1] Group 1: Project Details - The project aims to produce 12,000 tons of light stabilizers, 5,000 tons of anti-precipitation agents, and 15,000 tons of dimethyl sebacate [1] - As of September 30, 2025, the project has utilized 348.48 million yuan of raised funds, accounting for 74.68% of the planned total investment [1] Group 2: Market Conditions - The primary reason for the delay is the low market price of light stabilizer 770, coupled with the company's annual capacity utilization rate for hindered amine light stabilizers being only 57.35% [1] - The current market environment makes it difficult to achieve the expected economic benefits from the second-phase project, which includes dimethyl sebacate as a key intermediate for light stabilizer 770 [1] Group 3: Historical Context - The project was previously delayed in 2023 due to construction issues stemming from macroeconomic conditions and was further postponed in 2024 due to the downturn in the chemical industry [1]

Core Viewpoint - The company has decided to postpone the completion date of its fundraising project from December 2025 to December 2026 due to market conditions and project implementation status, while maintaining the investment amount and purpose unchanged [1][4][7]. Fundraising Basic Information - The company raised a total of RMB 538.415 million through its initial public offering, with a net amount of RMB 466.627 million after deducting issuance costs [1]. - The funds have been fully received and are stored in a dedicated account as per regulatory requirements [1]. Fundraising Project and Usage - As of September 30, 2025, the company has made progress on its fundraising projects, with the first phase nearly completed and operational, while the second phase is still under construction [2][4]. - The first phase involves the production of light stabilizers and intermediates, while the second phase focuses on producing the main intermediate, dimethyl sebacate [4]. Reasons for Postponement - The postponement is attributed to various factors, including macroeconomic conditions, supply chain disruptions, and intensified market competition, which have delayed project progress [2][3][4]. - The company has previously postponed the project completion date due to similar reasons, with the latest adjustment being the third postponement [10]. Measures to Ensure Completion - The company plans to closely monitor market conditions and raw material prices, enhance project management, and ensure effective use of funds to meet the new timeline [6][7]. Impact on Company Operations - The postponement is not expected to materially affect the project's implementation or the company's normal operations, aligning with long-term development goals and shareholder interests [7][10]. Approval Process - The board of directors approved the postponement during a meeting on November 19, 2025, and the decision does not require shareholder approval [8][18].

Group 1 - The core viewpoint of the article highlights the project delays announced by Huitong Co. and Suqian Liansheng, reflecting the companies' strategic adjustments in response to market conditions and operational needs [2][3][4] Group 2 - Huitong New Materials announced on November 18 that the completion date for its "Annual Production of 300,000 Tons of High-Performance Composite Materials Project" has been extended to December 31, 2027. Currently, the project has achieved an annual production capacity of approximately 240,000 tons, reaching 80% of the planned capacity, with a utilization rate exceeding 80% [3] - The delay is attributed to the need for careful planning of fundraising usage in light of the macro market environment and the company's business development, aiming to avoid wasteful expansion of production capacity [3] Group 3 - Suqian Liansheng announced on November 20 that the timeline for its fundraising project, which includes the production of 12,000 tons of light stabilizers, 5,000 tons of anti-aggregation agents, and 15,000 tons of dimethyl sebacate series new materials, has been postponed from December 2025 to December 2026 [4] - The first phase of the project is nearly completed and operational, while the second phase is still under construction. The market competition for light stabilizer 770 is intense, with prices at their lowest in recent years, leading to a current utilization rate of 57.35% for the company's hindered amine light stabilizers [4] - The company has decided to slow down the investment pace of the fundraising project due to the inability to achieve expected economic benefits under the current market conditions [4]

（文章来源：证券日报） 证券日报网讯 11月20日晚间，宿迁联盛发布公告称，公司于2025年11月19日召开第三届董事会第六次 会议，审议通过了《关于募投项目延期的议案》，公司结合市场的总体环境、募投项目的实施情况和投 资进度等因素，经审慎研究，在保持募投项目实施主体、投资总额、资金用途不变的情况下，拟将募投 项目达到预定可使用状态的时间从2025年12月再次延期至2026年12月。 ...