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个别及连带责任。 重要内容提示： 新亚强硅化学股份有限公司（以下简称"公司"）股票价格于 2025 年 8 月 13 日、8 月 14 日、8 月 15 日连续三个交易日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。 经公司自查，并向控股股东及实际控制人核实，截至本公告披露日，不 存在应披露而未披露的重大事项。 证券代码：603155 证券简称：新亚强 公告编号：2025-042 新亚强硅化学股份有限公司 关于股票交易异常波动的公告 公司董事会提醒广大投资者理性投资，注意投资风险。 一、股票交易异常波动的具体情况 公司股票价格 2025 年 8 月 13 日、8 月 14 日、8 月 15 日连续三个交易日收 盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，目前生产经营情况正常，市场环境、行业政策没有发生重大变 化 ...

上交所公开信息显示，当日该股因日涨幅偏离值达10.49%上榜，营业部席位合计净买入5881.85万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.12亿元，其中，买入成交额为8551.87 万元，卖出成交额为2670.02万元，合计净买入5881.85万元。 具体来看，今日上榜营业部中，第一大买入营业部为开源证券股份有限公司西安西大街证券营业部，买 入金额为5070.13万元，第一大卖出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，卖出 金额为876.76万元。 资金流向方面，今日该股主力资金净流入4727.90万元，其中，特大单净流入5691.21万元，大单资金净 流出963.30万元。近5日主力资金净流入4178.24万元。 4月30日公司发布的一季报数据显示，一季度公司共实现营业收入1.70亿元，同比下降9.89%，实现净利 润3084.67万元，同比下降7.26%。（数据宝） 新亚强(603155)今日涨停，全天换手率8.19%，成交额4.45亿元，振幅11.44%。龙虎榜数据显示，营业 部席位合计净买入5881.85万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元 ...

证券代码：603155 证券简称：新亚强 公告编号：2025-041 新亚强硅化学股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 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个别及连带责任。 重要内容提示： 一、前次使用部分闲置募集资金进行现金管理到期赎回情况 ●委托理财受托方：江苏银行股份有限公司宿迁分行。 ●本次委托理财金额：1,800 万元。 ●委托理财产品名称：对公人民币结构性存款 2025 年第 39 期 94 天 G 款。 ●委托理财期限：94 天。 ●履行的审议程序：新亚强硅化学股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第四届董事会第三次会议、第四届监事会第三次会议，2025 年 4 月 30 日召开 2024 年年度股东大会，审议通过了《关于使用部分闲置募集资 金进行现金管理的议案》。保荐机构对此事项发表了无异议的核查意见。 公司子公司湖北新亚强硅材料有限公司（以下简称"湖北新亚强"）于 2025 年 2 月 10 日使用部分暂时闲置募集资金 1,800 ...

Market Overview - The chemical products sector experienced a decline of 1.49% on August 14, with silane technology leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable gainers in the chemical products sector included: - Xinyeqiang (603155) with a closing price of 18.32, up 10.03% and a trading volume of 258,500 shares, totaling 445 million yuan [1] - Jinghua New Materials (603683) closed at 24.77, up 6.81% with a trading volume of 184,400 shares [1] - Rike Chemical (300214) closed at 8.51, up 6.11% with a trading volume of 655,500 shares [1] - Other significant gainers included Xinchao New Materials (301076) and Bailong Chuangyuan (605016) with increases of 5.24% and 3.57% respectively [1] Fund Flow Analysis - The chemical products sector saw a net outflow of 3.174 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.748 billion yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors showed interest [2] Individual Stock Fund Flow - Xinyeqiang (603155) had a net outflow of 50.11 million yuan from institutional investors, while retail investors contributed a net inflow of 38.76 million yuan [3] - Jinghua New Materials (603683) experienced a net inflow of 34.91 million yuan from institutional investors, but a net outflow of 41.08 million yuan from retail investors [3] - Other stocks like ST Lianchuang (300343) and Ruanhe Materials (300727) also showed varied fund flows, indicating differing investor sentiments across the sector [3]

（编辑 李家琪） 证券日报网讯 8月12日晚间，新亚强发布公告称，公司分别于2024年8月5日、2024年8月8日使用部分暂 时闲置募集资金9，000万元、20，000万元购买了交通银行股份有限公司交通银行蕴通财富定期型结构 性存款364天（挂钩汇率看涨）产品。目前，公司已收回本金29，000万元，并收到理财收益708.55万 元，本金及收益已归还至募集资金专户。近日，公司使用部分闲置募集资金进行现金管理，委托理财金 额为29，000万元，购买江苏银行股份有限公司宿迁分行的对公人民币结构性存款2025年第38期93天M 款，期限93天。 ...

证券代码：603155 证券简称：新亚强 公告编号：2025-040 新亚强硅化学股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 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个别及连带责任。 重要内容提示： （一）委托理财目的 ●委托理财受托方：江苏银行股份有限公司宿迁分行。 ●本次委托理财金额：29,000 万元。 ●委托理财产品名称：对公人民币结构性存款 2025 年第 38 期 93 天 M 款。 ●委托理财期限：93 天。 ●履行的审议程序：新亚强硅化学股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第四届董事会第三次会议、第四届监事会第三次会议，2025 年 4 月 30 日召开 2024 年年度股东大会，审议通过了《关于使用部分闲置募集资 金进行现金管理的议案》。保荐机构对此事项发表了无异议的核查意见。 一、前次使用部分闲置募集资金进行现金管理到期赎回情况 公司分别于 2024 年 8 月 5 日、2024 年 8 月 8 日使用部分暂时闲置募集资金 9,000 万 ...

Group 1 - The recent surge in commodity futures prices has attracted widespread market attention, with polysilicon contracts reaching over 50,000 yuan/ton, marking a more than 70% increase from late June [1] - Coking coal contracts also showed strong performance, closing at over 1,100 yuan/ton, reflecting a rebound of over 50% from early June [1] - Other commodities such as industrial silicon and coke have also seen significant price increases, with industrial silicon surpassing 10,000 yuan/ton, a nearly 50% rise since early June [2] Group 2 - The central government's recent meeting emphasized addressing key challenges, including regulating low-price competition and promoting integrated development of domestic and foreign trade [2] - Analysts attribute the commodity price surge to a combination of economic recovery expectations, supply rigidity, and liquidity premiums, with both the US and China manufacturing PMIs returning to expansion territory [2] - The chemical industry is expected to see a recovery in the second half of 2025, driven by reduced capital expenditure and a resurgence in domestic demand [3] Group 3 - Companies with market capitalizations below 10 billion yuan and institutional ratings include those in the pig farming, coal, glass, and organic silicon sectors [3] - Yaxing Chemical, with a market cap of approximately 2.644 billion yuan, specializes in chlorinated polyethylene and other chemical products [4] - Dongrui Co., a modern agricultural enterprise, operates a full industry chain in pig farming, while Beibo Co. focuses on glass deep processing equipment [4]

Investment Rating - The report maintains a "Recommended" rating for the organic silicon industry, indicating a positive outlook for the sector [1]. Core Insights - Dow Chemical plans to close its basic siloxane plant in Barry, UK, by mid-2026 as part of its European asset optimization strategy, which will reduce siloxane production capacity by 145,000 tons per year, representing nearly one-third of Europe's total capacity [5]. - The closure is expected to enhance the pricing of organic silicon materials and improve the industry's overall profitability, while also creating significant opportunities for Chinese exporters to fill the supply gap left by the European exit [5]. - The report highlights a steady increase in industrial silicon prices, which supports the upward trend in organic silicon prices, with the average market price reaching 8,881 CNY per ton as of July 10, 2025, up 245 CNY from June 11, 2025 [6][7]. Summary by Sections Recent Trends - The organic silicon industry has shown a positive performance relative to the basic chemical sector and the CSI 300 index over the past year, with a 12-month increase of 17.4% for basic chemicals and 15.8% for CSI 300 [3]. Investment Highlights - The anticipated exit of major overseas producers from the market is expected to enhance the industry's outlook, with a notable increase in demand for organic silicon intermediates, which saw a 5.77% year-on-year increase in exports from China in the first five months of 2025 [5]. - The report emphasizes the importance of monitoring companies with organic silicon intermediate DMC production capacity, such as Xingfa Group, Luxi Chemical, Dongyue Silicon Materials, and others [8]. Key Companies and Earnings Forecast - The report provides earnings per share (EPS) forecasts for several key companies, indicating a positive growth trajectory for firms like Hoshine Silicon Industry and Xingfa Group, with projected EPS of 1.72 and 1.85 for 2025, respectively [8].

证券代码：603155 证券简称：新亚强 公告编号：2025-039 新亚强硅化学股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 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个别及连带责任。 重要内容提示： ●委托理财受托方：江苏银行股份有限公司宿迁分行。 ●本次委托理财金额：7,000 万元。 ●委托理财产品名称：对公人民币结构性存款 2025 年第 32 期 91 天 Z 款。 ●委托理财期限：91 天。 ●履行的审议程序：新亚强硅化学股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第四届董事会第三次会议、第四届监事会第三次会议，2025 年 4 月 30 日召开 2024 年年度股东大会，审议通过了《关于使用部分闲置募集资 金进行现金管理的议案》。保荐机构对此事项发表了无异议的核查意见。 一、前次使用部分闲置募集资金进行现金管理到期赎回情况 公司于 2024 年 7 月 8 日使用部分暂时闲置募集资金 7,000 万元购买了交通 银行股份有限公司交通银行蕴通财富定期型结构 ...

Group 1 - The core viewpoint of the article highlights the strong performance of the organic silicon sector, driven by the explosive growth in the photovoltaic industry [1] - Companies such as Dongyue Silicon Materials and Hoshine Silicon Industry approached their daily limit up, while Silan Technology surged over 10% [1] - Other companies including Runhe Materials, Hongbai New Materials, Chenguang New Materials, and Xinyaqiang also experienced gains [1] Group 2 - The main driver of this surge is the significant increase in the futures market, with the main contract for polysilicon futures hitting the daily limit up, leading to an expansion of the industrial silicon futures main contract's increase to 5% [1]