证券日报网讯 2月2日，元利科技在互动平台回答投资者提问时表示，公司光稳定剂项目致力于构建丰 富的产品矩阵，以满足不同客户的差异化需求。目前公司该项目一期和二期的产品系列已基本覆盖了受 阻胺类光稳定剂（HALS）的主流品类，具体的产品规格及经营情况，请以公开信息为准。 （文章来源：证券日报） ...

| 华安研究 2026年2月金股组合 | 归母净利润 | （百万元 | ） | 归母净利润增速 | 营业收入 | （百万元） | 营业收入增速 | eps | pe(其余有说明 | ) | 行业 | 金股代码 | 金股 | 核心推荐逻辑 | 风险提示 | 研究员 | 报告依据 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

证券日报网讯 1月21日，元利科技在互动平台回答投资者提问时表示，截至2025年12月31日的股东户 数，公司将在2025年年度报告中披露，敬请关注。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Yuanli Technology has disclosed the total number of its shareholders, which is 11,266 as of November 28, 2025 [2]

Group 1 - The core point of the article is that Yuanli Technology (603217) reported a total of 10,260 shareholders as of November 20, 2025 [1]

（文章来源：每日经济新闻） 每经AI快讯，元利科技（603217.SH）12月26日在投资者互动平台表示，公司"35000吨/年受阻胺类光稳 定剂项目"已按计划建设完成，关于该项目的具体情况将在公司的定期报告或相关公告中予以披露，敬 请关注。截至2025年11月10日，公司股东总户数为10531户。 ...

Core Viewpoint - Yuanli Technology has clarified that while it previously considered developing a photovoltaic silver powder project, there are currently no projects under construction [1] Group 1 - Investors inquired about the progress of Yuanli Technology's photovoltaic silver powder project, which is intended to produce 1,000 tons of next-generation solar cell front electrode monocrystalline silver powder annually [1] - The company responded on the investor interaction platform, indicating that the photovoltaic silver powder was initially regarded as a research and development project [1] - As of now, there are no ongoing projects related to this initiative [1]

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 ...

Core Insights - The Chinese anti-aging agent industry is in a golden development period, with the market size expected to reach approximately 12.8 billion yuan in 2024, representing a year-on-year growth of 18.52% [1][8] - Traditional sectors such as plastics, rubber, and coatings continue to show steady demand for anti-aging agents, while emerging fields like new energy vehicles, high-end building materials, and healthcare are driving new growth [1][8] - The industry is transitioning from "scale expansion" to "quality improvement," supported by both traditional and emerging demand, as well as technological advancements and green transformation [1][8] Industry Overview - Anti-aging agents are chemical additives that inhibit degradation of materials caused by environmental factors, thereby prolonging product lifespan and maintaining mechanical properties [2] - The main categories of anti-aging agents include antioxidants, light stabilizers, and thermal stabilizers [2] Industry Chain - The upstream of the anti-aging agent industry includes raw materials such as alkyl phenols, fatty alcohols, and various production equipment [4] - The midstream involves the production and manufacturing of anti-aging agents, while the downstream includes applications in rubber, plastics, coatings, adhesives, food, and cosmetics [4] Market Size - The market for anti-aging agents in China is rapidly expanding, with significant contributions from both traditional and emerging sectors [1][8] - The demand for high-performance and environmentally friendly anti-aging agents is increasing, particularly in new energy vehicles and healthcare [1][8] Key Companies - Lianlong is a leading company in the industry, with a comprehensive product matrix and global presence [8] - Suqian Liansheng focuses on light stabilizers, while Fengguang Co. specializes in antioxidants [8] - Yuanli Chemical Group emphasizes research and development of bio-based products and has established partnerships with numerous global companies [9] Industry Development Trends 1. **Technological Innovation**: The industry is focusing on technological advancements to drive product high-endization and specialization, with companies like Lianlong leading the way [10] 2. **Green Transformation**: The shift towards bio-based and biodegradable anti-aging agents is becoming a core research direction, driven by stricter environmental regulations [11] 3. **Market Demand Structure Upgrade**: The demand for high-performance anti-aging agents is increasing, leading to industry consolidation and global expansion strategies among leading companies [12]

Group 1: Industry Performance - The chemical sector indices showed positive performance with the chemical raw materials index rising by 3.25%, chemical machinery index increasing by 5.98%, pharmaceutical index up by 3.18%, and pesticide and fertilizer index climbing by 2.44% [1] - In contrast, the oil sector indices experienced declines, with the oil processing index down by 1.86% and the oil extraction index decreasing by 2.50%, while the oil trading index rose by 3.37% [1] Group 2: Commodity Prices - International crude oil prices experienced slight declines, with WTI settling at $58.55 per barrel, down 0.17% from November 21, and Brent settling at $63.20 per barrel, down 0.22% [1] - The top five rising petrochemical products included liquid chlorine up by 11.11%, octanol up by 7.85%, propane up by 6.57%, lithium battery electrolyte up by 6.48%, and recycled polyamide up by 5.61% [1] - The top five declining petrochemical products were polytetrafluoroethylene dispersion emulsion down by 7.41%, diethylene glycol down by 6.85%, tetrachloroethylene down by 6.19%, propylene oxide down by 4.77%, and butadiene down by 4.54% [1] Group 3: Capital Market Performance - The top five gaining listed chemical companies included Xinjinlu up by 41.04%, Daoming Optics up by 30.26%, Yuanli Technology up by 25.44%, Longpan Technology up by 23.77%, and Songjing Co. up by 19.91% [2] - The top five declining listed chemical companies were Guofeng Plastics down by 12.10%, Beihua Co. down by 11.59%, Tongcheng New Materials down by 7.60%, Xingye Co. down by 7.23%, and Tongyi Co. down by 6.88% [2]