| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301300 | 远翔新材 | 48.37 | 11.48% | 7.64万 | 3.53亿 | | 603650 | 彤程新材 | 40.92 | 6.62% | 36.15万 | 14.75 Z | | 920694 | 中裕科技 | 20.14 | 0.55% | 1.35万 | 2724.02万 | | 603033 | 三维股份 | 11.36 | 0.35% | 4.87万 | 5519.52万 | | 605183 | 确成股份 | 66'61 | -0.25% | 1.72万 | 3446.22万 | | 002442 | 龙星科技 | 6.37 | -0.47% | 6.38万 | 4074.90万 | | 301459 | 丰戊股份 | 41.47 | -0.77% | 1.77万 | 7500.04万 | | 300121 | 阳谷华泰 | 15.55 | -0.83% | 19.69万 | 3.08亿 | | 002753 ...

资料显示，确成硅化学股份有限公司位于江苏省无锡市锡山区安镇街道山河路50号浙大网新科创园32- 36栋，成立日期2003年1月28日，上市日期2020年12月7日，公司主营业务涉及沉淀法二氧化硅产品的研 发、制造和销售。主营业务收入构成为：二氧化硅99.75%，其他(补充)0.25%。 截至发稿，钱栋彪累计任职时间101天，现任基金资产总规模2793.95万元，任职期间最佳基金回报 3.15%， 任职期间最差基金回报3.13%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，泰信基金旗下1只基金重仓确成股份。泰信智选成长灵活配置混合A（003333）三季度减持 9800股，持有股数5.77万股，占基金净值比例为4.21%，位居第二大重仓股。根据测算，今日浮盈赚取 约5.71万元。 泰信智选成长灵活配置混合A（003333）成立日期2016年12月21日，最新规模2665.38万。今年以来收益 8.28%，同类排名623 ...

数据显示，鹏华基金旗下1只基金重仓确成股份。鹏华新材料混合发起式A（017667）三季度持有股数 7.78万股，与上期相比持股数量不变，占基金净值比例为6.62%，位居第五大重仓股。根据测算，今日 浮盈赚取约7.7万元。 鹏华新材料混合发起式A（017667）成立日期2023年3月28日，最新规模2028.66万。今年以来收益 41.45%，同类排名1622/8145；近一年收益33.03%，同类排名1680/8059；成立以来收益14.18%。 11月13日，确成股份涨5.04%，截至发稿，报20.62元/股，成交1.14亿元，换手率1.36%，总市值85.76亿 元。 资料显示，确成硅化学股份有限公司位于江苏省无锡市锡山区安镇街道山河路50号浙大网新科创园32- 36栋，成立日期2003年1月28日，上市日期2020年12月7日，公司主营业务涉及沉淀法二氧化硅产品的研 发、制造和销售。主营业务收入构成为：二氧化硅99.75%，其他(补充)0.25%。 从基金十大重仓股角度 截至发稿，王云鹏累计任职时间3年53天，现任基金资产总规模13.8亿元，任职期间最佳基金回报 14.93%， 任职期间最差基金回报-1 ...

Core Insights - The article highlights the growing significance of rice husk-derived silica as a sustainable alternative to traditional silica sources, addressing both environmental concerns and providing a renewable resource for various industries [1][7]. Industry Overview - Rice husk silica extraction involves obtaining high-purity silica (SiO2) from rice husks, which are by-products of rice processing, containing a high silica content [3][5]. - The industry has seen significant technological advancements in China, leading to rapid market expansion, with projected industry output reaching 430 million yuan in 2024 and exceeding 1 billion yuan by 2030 [1][7]. Industry Chain - The upstream of the rice husk silica industry is linked to rice production and processing, while the downstream applications include sectors such as renewable energy batteries, construction materials, agriculture, and electronics [5][6]. - The high silica content in rice husk ash, which can reach 90%-95.5%, presents a valuable resource for silica extraction, supporting the industry's growth [5]. Market Demand and Trends - There is a continuous increase in demand for rice husk silica due to its applications in various industries, including rubber, plastics, coatings, cosmetics, and pharmaceuticals [12]. - Government policies are increasingly supporting the resource utilization of agricultural waste, enhancing the development of the rice husk silica industry [13]. Competitive Landscape - The industry is becoming more competitive, with key players including companies like Quercus Chemical Co., Yihai Kerry Group, and Jiangsu Jinhua Silicon Green Technology Co., among others [9][10]. - Quercus Chemical Co. has focused on developing technologies that utilize rice husk as a raw material, achieving significant revenue growth [10]. - Yihai Kerry Group has established a circular economy model, utilizing rice husks for energy production and silica extraction, showing strong financial performance [11]. Future Outlook - The internationalization of the rice husk silica industry is expected to accelerate, with domestic companies looking to expand into regions rich in rice husk resources, enhancing their global market presence [14].

Core Viewpoint - The stock price of Quicheng Co., Ltd. has shown a year-to-date increase of 19.63%, with recent fluctuations indicating a slight rise in the short term but a decline over the longer term [2]. Financial Performance - For the period from January to September 2025, Quicheng Co., Ltd. achieved a revenue of 1.653 billion yuan, representing a year-on-year growth of 1.16%. The net profit attributable to shareholders was 397 million yuan, reflecting a year-on-year increase of 4.78% [2]. - Since its A-share listing, Quicheng Co., Ltd. has distributed a total of 787 million yuan in dividends, with 372 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 7, Quicheng Co., Ltd.'s stock price reached 19.80 yuan per share, with a trading volume of 28.74 million yuan and a turnover rate of 0.36%. The total market capitalization stands at 8.234 billion yuan [1]. - The stock has experienced a net inflow of main funds amounting to 1.5342 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Quicheng Co., Ltd. was 13,000, a decrease of 5.03% from the previous period. The average number of circulating shares per shareholder increased by 5.30% to 31,618 shares [2]. - Among the top ten circulating shareholders, the Dazheng Innovation Growth Mixed Fund (LOF) A ranked as the ninth largest, holding 1.6844 million shares, a decrease of 550,200 shares from the previous period [3].

Market Overview - The rubber sector increased by 1.05% on November 6, with Zhen'an Technology leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhen'an Technology (300767) closed at 21.39, with a rise of 2.84% and a trading volume of 104,400 shares, amounting to a transaction value of 220 million yuan [1] - Other notable performers include: - Sanwei Co. (603033) at 11.44, up 1.96% [1] - Quecheng Co. (605183) at 19.41, up 1.94% [1] - Litong Technology (920225) at 39.18, up 1.90% [1] - Tiantie Technology (300587) at 7.41, up 1.65% [1] Capital Flow - The rubber sector experienced a net outflow of 68.88 million yuan from institutional investors, while retail investors saw a net inflow of 51.99 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Zhen'an Technology had a net inflow of 24.94 million yuan from institutional investors, but a net outflow of 18.53 million yuan from retail investors [3] - Tongcheng New Materials (603650) saw a net inflow of 17.44 million yuan from institutional investors and a net outflow of 45.17 million yuan from retail investors [3] - Sanwei Co. (603033) had a net inflow of 6.71 million yuan from institutional investors, while retail investors withdrew 5.34 million yuan [3]

Core Viewpoint - The event "Capital 'Silicon' Gravity, Innovation High Ground - Wuxi's First Investor Reception Day for Listed Companies" was successfully held, highlighting the progress of various projects by companies in the region [1] Company Updates - Chuang Cheng Co., Ltd. (605183) has completed its fundraising projects, with the second phase of construction in Thailand expected to be completed by the end of the year [1] - The silica microsphere project has commenced construction, while the Jiangsu Binhai Phase I project, which aims for an annual production of 50,000 tons of biomass (rice husk) silica utilization, and the thickening agent project are in the preparatory stages before construction [1]

Core Viewpoint - The company has shown steady growth in its biomass (rice husk) silica production and sales, with significant contributions to revenue in the first three quarters of the year. Future projects are expected to enhance production capacity and align with global energy-saving policies. Group 1: Company Performance - As of October 31, 2025, the company's stock price closed at 19.31 yuan, down 3.45% from the previous week, with a total market capitalization of 8.031 billion yuan, ranking 4th in the rubber sector and 2284th in the A-share market [1] - The company has achieved nearly two years of stable commercial supply of biomass (rice husk) silica, contributing significantly to growth in the first three quarters [4] - The company’s average product price remains relatively stable despite fluctuations in raw material prices, which are influenced by sales structure and procurement decisions [3] Group 2: Project Developments - The company is actively working on the "10,000 tons per year (5,000 tons in the first phase) biomass (rice husk) silica comprehensive utilization project" in Jiangsu, currently in the process of handling preliminary land procedures [1] - The silica microsphere project is expected to start contributing to production capacity in the second half of 2026 [4] - The company is exploring additional opportunities for silica capacity expansion, focusing on technological improvements and product structure enhancement [3] Group 3: Market Trends - The sales of silica used in toothpaste have shown significant growth this year, marking it as a key growth point for the company moving forward [4] - The company has implemented measures to manage foreign exchange rate fluctuations, including forward contracts and options, to mitigate impacts on profit and loss [5]

证券代码：605183 证券简称：确成股份 公告编号：2025-049 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。 重要内容提示： 投资者可于 2025 年 11 月 3 日(星期一)16:00 前将需要了解和关注的问 题通过电子邮件的形式发送至公司邮箱 ir@quechen.com。公司将在本次活动上 对投资者普遍关注的问题进行回答。 一、 说明会类型 确成硅化学股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发布 2025 年第三季度报告。根据《上海证券交易所上市公司自律监管指引第 1 号— —规范运作》的规定，为便于广大投资者更加全面深入地了解公司的发展战略、 经营状况、公司治理及可持续发展等情况，公司计划于 2025 年 11 月 4 日参加 2025 年无锡上市公司投资者集体接待日暨 2025 年第三季度业绩说明会，在上市 公司信息披露规定允许的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 会议召开时间：2025 年 11 月 4 日（星期二）15:30-17:00 ...

Market Overview - The rubber sector experienced a decline of 0.56% on October 29, with Tian Tie Technology leading the losses [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Li Tong Technology saw a significant increase of 30.00%, closing at 42.90, with a trading volume of 139,900 shares and a transaction value of 536 million [1] - Other notable gainers included Sanwei Equipment (+5.35%), Keqiang Co. (+3.73%), and Zhongyu Technology (+3.53%) [1] - Tian Tie Technology, however, fell by 2.53%, closing at 7.72, with a trading volume of 194,600 shares and a transaction value of 152 million [2] Capital Flow - The rubber sector experienced a net outflow of 113 million from main funds, while retail investors saw a net inflow of 87.95 million [2] - The main funds showed a negative net flow in several stocks, including Sanwei Co. and Tian Tie Technology, indicating a cautious sentiment among institutional investors [3] Individual Stock Analysis - Ke Chuang Xin Yuan had a net inflow of 44.34 million from main funds, but also saw a net outflow from retail investors [3] - Longxing Technology and Yongdong Co. experienced mixed capital flows, with retail investors showing some interest despite overall negative trends in main fund flows [3]