证券代码：603938 证券简称：三孚股份 公告编号：2026-004 唐山三孚硅业股份有限公司 董事、高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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： 董事、高级管理人员持股的基本情况 截至本公告披露日，唐山三孚硅业股份有限公司（以下简称"公 司"）董事、高级管理人员董立强先生持有公司无限售条件流通股 171,884 股，占公司总股本的 0.0449%；高级管理人员周连会先生持有 公司无限售条件流通股 138,783 股，占公司总股本的 0.0363%；公司董 事、高级管理人员张宪民先生持有公司无限售条件流通股 20,076 股， 占公司总股本的 0.0052%。 减持计划的主要内容 董立强先生计划通过集中竞价的方式减持不超过 42,971 股，减持 比例不超过公司总股本的 0.0112%；周连会先生计划通过集中竞价的方 式减持不超过 34,695 股，减持比例不超过公司总股本的 0.0091%；张 宪民先生计划通过集中竞价的方式减持不超过 5,019 股，减持比例不 超 ...

格隆汇1月21日丨三孚股份(603938.SH)公布，董立强先生计划通过集中竞价的方式减持不超过42,971 股，减持比例不超过公司总股本的0.0112%；周连会先生计划通过集中竞价的方式减持不超过34,695 股，减持比例不超过公司总股本的0.0091%；张宪民先生计划通过集中竞价的方式减持不超过5,019股， 减持比例不超过公司总股本的0.0013%。通过集中竞价交易减持期限为本减持计划公告之日起15个交易 日后的3个月内（即2026年2月12日至2026年5月11日）。 ...

格隆汇1月21日丨三孚股份(603938.SH)公布，董立强先生计划通过集中竞价的方式减持不超过42,971 股，减持比例不超过公司总股本的0.0112%；周连会先生计划通过集中竞价的方式减持不超过34,695 股，减持比例不超过公司总股本的0.0091%；张宪民先生计划通过集中竞价的方式减持不超过5,019股， 减持比例不超过公司总股本的0.0013%。通过集中竞价交易减持期限为本减持计划公告之日起15个交易 日后的3个月内（即2026年2月12日至2026年5月11日）。 ...

Group 1 - The A-share market continues to show strength in the chemical sector, with notable stock increases including Hongbaoli up 9%, Jujiao Co. up 8%, and Rike Chemical up 6% [1] - The benchmark price for propylene oxide on January 21 is reported at 8233.33 yuan/ton, reflecting a 6.47% increase compared to the beginning of the month [1] - Over the past week (January 12 to 18), the price of propylene oxide has surged by 7.9%, leading the chemical market [1] Group 2 - Key stock performances include: - Hongbaoli with a market cap of 6.992 billion yuan and a year-to-date increase of 25.79% [2] - Jujiao Co. with a market cap of 4.897 billion yuan and a year-to-date increase of 27.46% [2] - Rike Chemical with a market cap of 3.598 billion yuan and a year-to-date increase of 15.87% [2] - Other notable stocks include Aladdin up 5.52%, Youcai Resources up 5.41%, and Qiaoyuan Co. up 5.23%, all showing strong year-to-date performance [2]

1月16日，三孚股份涨4.90%，成交额13.78亿元。两融数据显示，当日三孚股份获融资买入额1.10亿 元，融资偿还1.22亿元，融资净买入-1270.95万元。截至1月16日，三孚股份融资融券余额合计1.81亿 元。 截至9月30日，三孚股份股东户数2.23万，较上期减少10.00%；人均流通股17162股，较上期增加 11.11%。2025年1月-9月，三孚股份实现营业收入15.48亿元，同比增长15.20%；归母净利润6413.56万 元，同比增长26.92%。 分红方面，三孚股份A股上市后累计派现2.24亿元。近三年，累计派现1.02亿元。 机构持仓方面，截止2025年9月30日，三孚股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股188.07万股，相比上期增加65.41万股。 责任编辑：小浪快报 融资方面，三孚股份当日融资买入1.10亿元。当前融资余额1.81亿元，占流通市值的1.75%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，三孚股份1月16日融券偿还0.00股，融券卖出300.00股，按当日收盘价计算，卖出金额 8097.00元；融券余量1.89万股，融券余 ...

Group 1 - The core viewpoint of the article highlights that Sanfu Co., Ltd. has achieved four consecutive trading limit increases within seven days, indicating strong market performance [1] - The stock reached a trading limit today at 14:00, with a transaction volume of 1.089 billion yuan and a turnover rate of 10.45% [1] - The semiconductor materials sector is experiencing active performance, influenced by TSMC's projected capital expenditure of $52 billion to $56 billion for 2026, which has positively impacted the storage chip sector in A-shares [1] Group 2 - The company's business in the semiconductor materials field focuses on electronic-grade products, which are benefiting from the favorable market atmosphere in the sector [1]

每经AI快讯，1月16日，芯片股早盘继续走强，天岳先进拉升涨超12%，彤程新材（603650）、三孚股 份（603938）、利扬芯片、恒坤新材、精测电子（300567）等涨超7%。 ...

Market Performance - On January 15, the three major indices showed mixed results, with the Shanghai Composite Index briefly falling below 4100 points, closing down 0.33% [1] - The Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The total trading volume in the Shanghai and Shenzhen markets approached 3 trillion yuan, significantly down by over 1 trillion yuan compared to the previous day [1] Sector Performance - The semiconductor sector strengthened in the afternoon, with stocks like Xidian Co. hitting a 20% limit up and reaching a historical high [1] - The CPO concept saw fluctuations, with stocks like Huanxu Electronics also hitting the limit up [1] - The tourism and hotel sector was active, with stocks such as Shaanxi Tourism and Zhongxin Tourism reaching their limit up [1] - The non-ferrous metals sector also saw gains, with stocks like Sichuan Gold and Luoping Zinc Electric hitting the limit up [1] - Conversely, sectors like AI applications and commercial aerospace experienced significant declines [1] Stock Highlights - A total of 55 stocks hit the limit up across the market (excluding ST and delisted stocks), with 16 stocks on consecutive limit up days [1] - Notable stocks included Bofei Electric in the chemical sector with 5 consecutive limit ups, and AI application stocks like People's Daily with 4 consecutive limit ups [1][7] - The smart grid sector saw Sanbian Technology achieving 4 limit ups over 7 days [8] Investment Insights - TSMC is expected to have capital expenditures of $52 billion to $56 billion in 2026, with a total of $40.9 billion in 2025 [9] - The State Grid Corporation of China is projected to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan, a 40% increase from the previous plan [9] - The People's Bank of China announced a reduction in the minimum down payment ratio for commercial property loans to 30% [9]

Group 1 - The chemical raw materials sector increased by 0.85% on January 15, with Sanfu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Notable gainers in the chemical raw materials sector included Sanfu Co., Ltd. with a closing price of 25.73, up 10.00%, and Jiaxian Co., Ltd. with a closing price of 20.69, up 5.67% [1] Group 2 - The chemical raw materials sector experienced a net outflow of 75.73 million yuan from institutional funds, while retail funds saw a net outflow of 272 million yuan [2] - The sector attracted a net inflow of 347 million yuan from speculative funds [2] - The trading volume and turnover for notable stocks in the sector included Sanfu Co., Ltd. with a turnover of 776 million yuan and Jiaxian Co., Ltd. with a turnover of 291 million yuan [1][2] Group 3 - Sanfu Co., Ltd. had a net inflow of 137 million yuan from institutional funds, while it experienced a net outflow of 84.35 million yuan from retail investors [3] - Other companies like Ti'an Co., Ltd. and Huaron Chemical also showed varying net inflows and outflows from different investor categories [3] - The overall trend indicates a mixed sentiment among different types of investors within the chemical raw materials sector [3]

具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 1988.97万元，卖出金额为3859.33万元，合计净卖出1870.36万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨0.86%，上榜后5日平均跌5.89%。 三孚股份(603938)今日跌停，全天换手率8.89%，成交额8.39亿元，振幅8.58%。龙虎榜数据显示，沪股 通净卖出1870.36万元，营业部席位合计净卖出1318.76万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.38%上榜，沪股通净卖出1870.36万元。 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1.58亿元，其中，买入成交额为6308.99 万元，卖出成交额为9498.10万元，合计净卖出3189.11万元。 | 营业部 | | --- | 资金流向方面，今日该股主力资金净流出7003.38万元，其中，特大单净流出3731.14万元，大单资金净 流出3272.24万元。近5日主力资金净流出9504.65万元。 | 卖三 | 国泰海通证券股份有限公司哈尔滨和兴路证券营业部 | 1499.45 | | --- | --- ...