进一步统计，近3个月内该股累计发生15笔大宗交易，合计成交金额为7.66亿元。该股近5个交易日累计 上涨2.12%，主力资金合计净流出1.35亿元。 1月12日，合盛硅业收跌0.29%，收盘价为54.84元，发生1笔大宗交易，合计成交量63.5万股，成交金额 3143.25万元。 第1笔成交价格为49.50元，成交63.50万股，成交金额3,143.25万元，溢价率为-9.74%，买方营业部为财 通证券股份有限公司慈溪文华南路证券营业部，卖方营业部为财通证券股份有限公司慈溪文华南路证券 营业部。 责任编辑：小浪快报 ...

1月12日，合盛硅业大宗交易成交63.5万股，成交额3143.25万元，占当日总成交额的3.49%，成交价49.5元，较市场收盘价54.84元折价9.74%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-12 | 合盛硅业 | 603260 | 49.5 3143.25 | 63.5 | 财通证券股华有限 公司慈溪安华南路 | 财通证券股华有限 | ...

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]

（记者 王晓波） 每经AI快讯，合盛硅业1月9日晚间发布公告称，公司于近日接到控股股东合盛集团关于其所持部分公 司股份办理质押及解质押业务的通知。截至本公告日，合盛硅业股份有限公司控股股东宁波合盛集团有 限公司直接持有公司股份约4.87亿股，占公司总股本的41.16%。本次质押及解质押后，合盛集团累计质 押股份约为2.41亿股，占其所持股份比例的49.48%，占公司总股本比例的20.37%。截至本公告日，合盛 集团及其一致行动人罗立国、罗燚、罗烨栋合计直接持有公司股份约8.69亿股，占公司总股本的 73.52%。本次质押及解质押后，合盛集团及其一致行动人罗立国、罗燚、罗烨栋直接持有的公司股份 中处于质押状态的股份累计数约为3.89亿股，占其合计所持公司股份总数的44.73%，占公司总股本的 32.88%。 每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ ...

证券代码：603260 证券简称：合盛硅业 公告编号：2026-002 合盛硅业股份有限公司 关于控股股东部分股份质押及解质押的公告 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法律责任。 三、股东累计质押股份情况 截至本公告披露日，上述股东及其一致行动人累计质押股份情况如下： 注：合计数与分项数累加和不同是因四舍五入所致 重要内容提示： 截至本公告日，合盛硅业股份有限公司（以下简称"公司"）控股股东宁波 合盛集团有限公司（以下简称"合盛集团"）直接持有公司股份486,647,073股， 占公司总股本的41.16%。本次质押及解质押后，合盛集团累计质押股份为 240,809,100股，占其所持股份比例的49.48%，占公司总股本比例的20.37%。 截至本公告日，合盛集团及其一致行动人罗立国、罗燚、罗烨栋合计直接持 有公司股份869,105,229股，占公司总股本的73.52%。本次质押及解质押后，合盛 集团及其一致行动人罗立国、罗燚、罗烨栋直接持有的公司股份中处于质押状态 的股份累计数为388,720,100股，占其合计所持公司股份 ...

合盛硅业公告称，控股股东合盛集团直接持有公司486,647,073股，占总股本41.16%。近日，合盛集团 质押510万股、2100万股，补充流动资金和用于生产经营；解质2100万股。本次质押及解质押后，合盛 集团累计质押240,809,100股，占其所持股份49.48%，占总股本20.37%。合盛集团及其一致行动人罗立 国、罗燚、罗烨栋合计持股占总股本73.52%，累计质押股份388,720,100股，占合计持股的44.73%，占 总股本32.88%。质押风险可控。 ...

Core Viewpoint - The Ministry of Commerce of China has initiated an anti-dumping investigation into imports of dichlorosilane from Japan, which is expected to impact the domestic market and local manufacturers significantly [6][3]. Group 1: Investigation Details - The anti-dumping investigation period is set from July 1, 2024, to June 30, 2025, with the damage investigation period from January 1, 2022, to June 30, 2025 [6][3]. - The investigation officially commenced on January 7, 2026, and is expected to conclude by January 7, 2027, with a possible extension of six months under special circumstances [6][3]. Group 2: Market Impact - The quantity of dichlorosilane imported from Japan has been increasing, while prices have dropped by 31% from 2022 to 2024, leading to a decline in domestic manufacturers' capacity utilization from 82% to 61% [3][7]. - If dumping is confirmed, it may lead to anti-dumping duties, increasing import costs and narrowing the price gap with domestic products, which would benefit local companies [9][4]. Group 3: Domestic Production Capacity - China's total production capacity for dichlorosilane is approximately 190,000 tons per year, with 150,000 tons for industrial grade and 40,000 tons for electronic grade [8][4]. - Major players in the market include: - Hoshine Silicon Industry: 125,000 tons total capacity [9] - Xin'an Chemical: 20,000 tons electronic grade capacity [9] - Yake Technology: 5,200 tons electronic grade capacity [9] - Sanfu Technology: 5,000 tons electronic grade capacity [9] - Dongyue Group: 15,000 tons combined capacity [9]. Group 4: Market Growth Projections - The market size for dichlorosilane in China is projected to reach 2.58 billion yuan in 2024, with an expected compound annual growth rate of 12.3% from 2025 to 2030, potentially exceeding 5 billion yuan by 2030 [9][4]. - The anti-dumping investigation is anticipated to accelerate the domestic production of electronic grade dichlorosilane, with the localization rate expected to rise from 32% in 2027 to over 45% [9][4].

Core Viewpoint - The stock of Hesheng Silicon Industry has experienced fluctuations, with a recent decline of 2.02%, and the company is facing challenges reflected in its financial performance, including a significant drop in revenue and net profit [1][2]. Group 1: Stock Performance - As of January 8, Hesheng Silicon Industry's stock price was 55.89 yuan per share, with a market capitalization of 66.074 billion yuan [1]. - The stock has increased by 6.05% year-to-date, with a 4.12% rise over the last five trading days and a 13.44% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Hesheng Silicon Industry reported a revenue of 15.206 billion yuan, a year-on-year decrease of 25.35%, and a net profit attributable to shareholders of -321 million yuan, reflecting a 122.10% decline [2]. - Cumulatively, the company has distributed dividends totaling 5.321 billion yuan since its A-share listing, with 2.366 billion yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 14.42% to 50,900, while the average number of circulating shares per person decreased by 12.60% to 23,235 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.8906 million shares, a decrease of 4.7133 million shares from the previous period [3].

（文章来源：证券日报） 证券日报网讯 1月7日，合盛硅业发布公告称，控股股东合盛集团新增质押200万股，占其持股0.41%； 一致行动人罗燚解除质押3653.31万股，占其持股18.98%。质押后合盛集团累计质押约2.36亿股，占其 持股48.44%；罗燚剩余质押5906.75万股，占其持股30.69%。 ...

每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 每经AI快讯，合盛硅业1月7日晚间发布公告称，本次质押及解质押后，合盛集团累计质押股份约为2.36 亿股，占其所持股份比例的48.44%，占公司总股本比例的19.94%；罗燚累计质押股份约为5907万股， 占其所持股份比例的30.69%，占公司总股本比例的5%。 （记者 曾健辉） ...