南财智讯11月10日电，三美股份公告，公司控股股东、实际控制人胡荣达先生计划自公告披露之日起15 个交易日后的3个月内，通过集中竞价交易及大宗交易方式减持其持有的公司无限售条件流通股不超过 1831万股，约占公司总股本的3%。其中，通过集中竞价交易方式减持的，在任意连续90日内减持股份 总数不超过公司总股本的1%；通过大宗交易方式减持的，在任意连续90日内减持股份总数不超过公司 总股本的2%。减持价格将按市场价格确定，减持原因为个人资金需求。截至公告披露日，胡荣达持有 公司股份225,229,140股，约占公司总股本的36.89%。 ...

证券日报网讯三美股份（603379）11月7日在互动平台回答投资者提问时表示，公司生产的无水氟化氢 是氟化工行业的基础原材料，同时也是六氟磷酸锂的原材料之一。 ...

证券日报网讯三美股份（603379）11月7日在互动平台回答投资者提问时表示，公司已建成1500吨/年六 氟磷酸锂产能，目前处于前述产能的试生产及技改阶段，后续将根据实际情况合理推进产能建设工作。 ...

格隆汇11月7日丨三美股份(603379.SH)在投资者互动平台表示，公司已建成1500吨/年六氟磷酸锂产能， 目前处于前述产能的试生产及技改阶段，后续将根据实际情况合理推进产能建设工作。 ...

Core Viewpoint - The company has not received any customer demand for R134a products as refrigerants for liquid cooling as of now [1] Company Summary - The company, Sanmei Co., Ltd. (三美股份), is currently not experiencing any customer inquiries regarding the use of R134a products in liquid cooling applications [1]

Group 1 - The company, Sanmei Co., Ltd. (三美股份), produces anhydrous hydrofluoric acid, which is a fundamental raw material in the fluorochemical industry [1] - Anhydrous hydrofluoric acid is also one of the raw materials for lithium hexafluorophosphate [1]

格隆汇11月7日丨三美股份(603379.SH)在投资者互动平台表示，公司未从事R41生产，无相应生产配 额。 ...

Group 1 - The company, Sanmei Co., Ltd. (三美股份), produces anhydrous hydrofluoric acid, which is a fundamental raw material in the fluorochemical industry [1] - Anhydrous hydrofluoric acid is also one of the raw materials for lithium hexafluorophosphate [1]

Investment Rating - The investment rating for the chemical industry is "Positive (Maintain)" [1] Core Viewpoints - The chemical industry is expected to benefit from the "anti-involution" policy, leading to a favorable supply-demand balance and potential dual improvement in performance and valuation [6] - The basic chemical sector has shown revenue and profit growth in the first three quarters of 2025, with significant profitability in sub-sectors like fluorochemicals and agricultural chemicals [4][6] Summary by Sections Industry Overview - In the first three quarters of 2025, the basic chemical industry index outperformed the CSI 300 index by 7.46%, while the petroleum and petrochemical industry index underperformed by 21.06% [14] - The basic chemical industry achieved a revenue of CNY 17,645.8 billion, a year-on-year increase of 3.0%, and a net profit of CNY 1,097.5 billion, up 6.3% [4][35] Basic Chemicals - The basic chemical sector's net profit growth rate exceeded revenue growth, with capital expenditures continuing to decline year-on-year [4][36] - In Q3 2025, the sector's revenue was CNY 6,051.5 billion, a year-on-year increase of 2.1%, while net profit reached CNY 366.4 billion, up 16.8% [4][35] Sub-sector Analysis - In the first three quarters of 2025, sub-sectors such as pesticides, adhesives, fluorochemicals, and potassium fertilizers saw significant year-on-year net profit growth [4][37] - The top ten sub-sectors by net profit growth included pesticides (174%) and fluorochemicals, with substantial increases in profitability observed [38]

Investment Rating - Industry investment rating: Overweight [1] Core Views - The chemical sector showed a weekly performance ranking of 4th with a gain of 2.50%, outperforming the Shanghai Composite Index by 2.38 percentage points [3][22] - The chemical industry is expected to maintain a differentiated trend in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Summary by Sections Industry Performance - The chemical sector's overall performance ranked 4th for the week of October 27 to October 31, 2025, with a gain of 2.50% [22] - The top three performing sub-sectors were fluorochemicals (8.40%), inorganic salts (7.68%), and phosphate fertilizers (5.84%) [23] Key Industry Dynamics - A new 510 billion yuan state-owned enterprise fund for emerging industries has been launched, focusing on strategic emerging industries such as new-generation information technology, artificial intelligence, and new materials [34] - The price of lithium hexafluorophosphate continued to rise, with a 15% increase to 103,500 yuan/ton, driven by high demand in the energy storage market [34] Recommendations for Specific Sectors - Synthetic biology is highlighted as a key area for growth, with companies like Kasei Biotech and Huaheng Biotech recommended for investment [4] - The third-generation refrigerants are expected to enter a high prosperity cycle due to quota policies, benefiting companies with high quota shares such as Juhua Co., Sanmei Co., and Haohua Technology [5] - The electronic specialty gases market presents significant domestic substitution opportunities, with companies like Jinhong Gas and Huate Gas positioned for growth [6][8] - Light hydrocarbon chemicals are identified as a global trend, with companies like Satellite Chemical recommended for investment [8] - The COC polymer industry is accelerating its domestic industrialization process, with companies like AkzoNobel expected to benefit [9] - Potash fertilizer prices are anticipated to rebound as supply tightens, with companies like Yara International and Salt Lake Potash recommended [10] - The MDI market is expected to improve due to oligopolistic supply dynamics, with Wanhu Chemical highlighted as a key player [12]