证券之星消息，1月13日化学原料板块较上一交易日下跌0.51%，三孚股份领跌。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000691 | *ST亚太 | 9.92 | 4.97% | 12.35万 | | 1.22亿 | | 600367 | 红星发展 | 18.95 | 4.18% | 65.32万 | | 12.73亿 | | 600722 | 金牛化工 | 6.85 | 3.47% | 68.43万 | | 4.78亿 | | 600714 | 金瑞矿业 | 13.24 | 3.12% | 32.62万 | | 4.47亿 | | 603213 | 镇洋发展 | 13.61 | 3.11% | 12.52万 | | 1.72亿 | | 000830 | 鲁西化工 | 17.18 | 2.75% | 31.25万 | | 5.37亿 | | 6 ...

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The basic chemical industry index closed at 4569.80 points, up 4.21% from last week, outperforming the CSI 300 index by 2.35% [17] - Among the 25 sub-industries in the chemical sector, all showed gains, with inorganic salts, modified plastics, synthetic resins, and chlor-alkali leading the way with weekly increases of 10.92%, 9.94%, 7.87%, and 7.60% respectively [18][19] - A total of 462 stocks in the chemical sector saw 400 stocks rise (87%) and 57 stocks fall (12%) during the week [21] Summary by Relevant Sections Weekly Chemical Market Overview - The basic chemical industry index rose to 4569.80 points, marking a 4.21% increase compared to the previous week, and outperformed the CSI 300 index by 2.35% [17] - The weekly performance of 25 sub-industries showed no declines, with significant gains in inorganic salts and modified plastics [18][19] Chemical Product Price Trends - Among 380 tracked chemical products, 89 saw price increases while 70 experienced declines [24] - The top ten products with the highest price increases included lithium manganate and lithium battery electrolytes, with increases ranging from 7% to 22% [25] - Conversely, the top ten products with the largest price declines included vitamin VD3 and lithium hexafluorophosphate, with declines ranging from 4% to 13% [26] Key Chemical Sub-Industry Tracking - The polyester filament market remained stable, with average prices for POY, FDY, and DTY showing slight declines [27] - The average industry operating rate for polyester filament was approximately 88.11%, with some facilities undergoing maintenance [28] - The average processing margin for polyester products indicated a slight improvement in profitability compared to the previous week [29] Tire Industry Insights - The operating rates for the full steel tire industry decreased to 55.50%, while the semi-steel tire industry dropped to 63.78% [38] - Export volumes from major tire companies in Southeast Asia showed significant year-on-year declines [39] - The average price of styrene-butadiene rubber increased by approximately 2.45% during the week [40] Refrigerant Market Overview - The R22 refrigerant market remained weak, with prices stabilizing at low levels due to cautious market sentiment [47] - In contrast, the R134a refrigerant market continued to rise, with major producers increasing prices amid tight supply conditions [48]

Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation into imports of dichlorodihydrosilane originating from Japan, following a formal application from Tangshan Sanfu Electronic Materials Co., Ltd. [1] Group 1: Investigation Details - The anti-dumping investigation application was submitted on December 8, 2025, by Tangshan Sanfu Electronic Materials Co., Ltd. [1] - The investigation will officially commence on January 7, 2026, and will cover the dumping investigation period from July 1, 2024, to June 30, 2025 [1] - The injury investigation period will span from January 1, 2022, to June 30, 2025 [1] Group 2: Regulatory Framework - The Ministry of Commerce conducted a review based on the relevant provisions of the Anti-Dumping Regulations of the People's Republic of China [1] - The review assessed the qualifications of the applicant, the situation of the product under investigation, the impact on the domestic industry, and the conditions in the exporting country [1]

证券日报网讯 1月12日，三孚股份发布公告称，公司第五届董事会第十七次会议审议通过了《关于注销 全资子公司的议案》。公司拟注销全资子公司三孚（天津）化工科技有限公司。近日，公司收到了天津 经济技术开发区市场监督管理局发出的《登记通知书》三孚天津化工已经完成注销登记手续。三孚天津 化工将不再纳入公司合并报表范围，本次注销子公司事项不会对公司合并财务报表产生实质性影响，也 不存在损害公司及股东利益，特别是中小股东利益的情形。 （编辑 王雪儿） ...

2025年10月24日公司发布的三季报数据显示，前三季度公司共实现营业收入15.48亿元，同比增长 15.20%，实现净利润6413.56万元，同比增长26.92%。（数据宝） 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1.83亿元，其中，买入成交额为9963.04 万元，卖出成交额为8364.67万元，合计净买入1598.37万元。 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 4213.43万元，卖出金额为2573.10万元，合计净买入1640.33万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨3.04%，上榜后5日平均跌2.96%。 融资融券数据显示，该股最新（1月9日）两融余额为2.01亿元，其中，融资余额为2.00亿元，融券余额 为46.77万元。近5日融资余额合计增加5887.77万元，增幅为41.69%。融券余额合计增加10.84万元，增 幅30.18%。 三孚股份(603938)今日上涨5.06%，全天换手率12.88%，成交额12.79亿元，振幅16.17%。龙虎榜数据显 示，沪股通净买入1640.33万元，营业部席位合计净卖出 ...

近日，公司收到了天津经济技术开发区市场监督管理局发出的《登记通知书》 三孚天津化工已经完成注销登记手续。 唐山三孚硅业股份有限公司 关于全资子公司完成注销的公告 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。 唐山三孚硅业股份有限公司（以下简称"公司"）第五届董事会第十七次会议 审议通过了《关于注销全资子公司的议案》。公司拟注销全资子公司三孚（天津） 化工科技有限公司（以下简称"三孚天津化工"），详情请见公司于2025年12月12 日披露的《关于注销全资子公司的公告》（公告编号：2025-060）。 证券代码：603938 证券简称：三孚股份 公告编号：2026-003 三孚天津化工将不再纳入公司合并报表范围，本次注销子公司事项不会对公司 合并财务报表产生实质性影响，也不存在损害公司及股东利益，特别是中小股东利 益的情形。 特此公告。 唐山三孚硅业股份有限公司董事会 2026年1月13日 ...

近日，公司收到了天津经济技术开发区市场监督管理局发出的《登记通知书》三孚天津化工已经完成注 销登记手续。 格隆汇1月12日丨三孚股份(603938.SH)公布，公司第五届董事会第十七次会议审议通过了《关于注销全 资子公司的议案》。公司拟注销全资子公司三孚（天津）化工科技有限公司，详情请见公司于2025年12 月12日披露的《关于注销全资子公司的公告》。 ...

近日，公司收到了天津经济技术开发区市场监督管理局发出的《登记通知书》三孚天津化工已经完成注 销登记手续。 格隆汇1月12日丨三孚股份(603938.SH)公布，公司第五届董事会第十七次会议审议通过了《关于注销全 资子公司的议案》。公司拟注销全资子公司三孚（天津）化工科技有限公司，详情请见公司于2025年12 月12日披露的《关于注销全资子公司的公告》。 ...

Core Viewpoint - The Ministry of Commerce announced an anti-dumping investigation into imported dichlorodihydrosilane from Japan, highlighting its strategic importance in China's high-tech industry chain and aiming to create a fair competitive environment for domestic industries [2]. Industry Significance - The anti-dumping investigation is expected to curb unfair trade practices, facilitating technological research and capacity release for domestic companies, thus accelerating the localization process of dichlorodihydrosilane and ensuring supply chain security for high-end industries like semiconductors and photovoltaics [2]. Overview of Dichlorodihydrosilane - Dichlorodihydrosilane, also known as dichlorosilane, is a colorless gas at room temperature and pressure, characterized by high danger and high reactivity. Its hazardous properties include flammability, toxicity, and poor thermal stability, while its high value comes from its use as a silicon source precursor in semiconductor manufacturing [5][6]. Technical Aspects - The production of dichlorodihydrosilane involves various methods, with a focus on achieving high purity to meet the stringent requirements of advanced semiconductor processes. The main methods include disproportionation, reduction, synthesis, and recovery, with disproportionation and recovery being the most widely used due to their advantages [8][9][10]. Applications - Dichlorodihydrosilane is a key material in high-tech industries, particularly in semiconductor manufacturing, where it is used in chemical vapor deposition (CVD) processes and for producing silicon-based precursors. Its applications extend to photovoltaics and the synthesis of special materials [12]. Market Dynamics - The global market for dichlorodihydrosilane is expanding steadily, driven by growth in the semiconductor industry and technological innovations in electronics. The demand is further boosted by developments in renewable energy technologies such as solar photovoltaics and electric vehicles [14][15]. Competitive Landscape - The high-end electronic-grade dichlorodihydrosilane market has been dominated by a few overseas companies, particularly Shinetsu Chemical from Japan, which holds over 50% of the global market share. However, domestic companies like Tangshan Sanfu are making strides in achieving large-scale production and quality validation for their products [17][18][19].

三孚股份（603938）(603938.SH)发布股价异动公告称，公司股票交易于2026年1月7日、2026年1月8 日、2026年1月9日连续三个交易日内收盘价格涨幅偏离值累计超过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，公司日常经营情况正常，主营业务未发生 变化，市场环境或行业政策未发生重大调整，内部生产经营秩序正常。 ...