2025 年 12 月 19 日 行业研究/行业周报 化学原料行业近一年市场表现 资料来源：常闻 相关报告： 稳定奔跑，产品量产在即推动产业发展 加 速 - 新 材 料 周 报 （ 251201-1205 ） 2025.12.10 官，有望推动人形机器人产业发展加速- 新材料周报（251124-1128） 2025.12.2 冀泳洁 博士 执业登记编码：S0760523120002 执业登记编码：S0760524090001 申向阳 邮箱：shenxiangyang@sxzq.com 【山证新材料】特斯拉人形机器人实现 可降解材料：PLA(FY201 注塑级)(17800 元/吨，不变)、PLA(REVODE 201 吹膜级)(16800 元/吨，-1.18%)、PBS(17500 元/吨，不变)、PBAT(9800 元/吨，不 变)) 【山证新材料】宇树科技 IPO 辅导收 维生素：维生素 A(62500 元/吨，-0.79%)、维生素 E(55500 元/吨，5.71%)、 维生素 D3(212500 元/吨，不变)、泛酸钙(41000 元/吨，不变)、肌醇(30500 元/ 吨，不变) 工业气体及湿电子 ...

（文章来源：证券时报网） 据iFinD统计，截至12月18日，沪深两市共有87股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是中航光电、利元亨，均连续11个交易日获净买入；连续获融资净买入天数较多的还有 中国平安、盛美上海、淳中科技、长春高新、天合光能、航天电器、诺诚健华、中船特气等股。 ...

证券日报网讯 12月17日晚间，中船特气发布公告称，根据《上海证券交易所科创板股票做市交易业务 实施细则》相关规定，经国泰海通证券股份有限公司备案申请，自2025年11月12日起，国泰海通证券股 份有限公司对科创板股票中船特气（股票代码：688146）开展做市交易业务。 （文章来源：证券日报） ...

股票代码：688146 股票简称：中船特气 中船（邯郸）派瑞特种气体股份有限公司 2025 年第五次临时股东会 会议资料 二〇二五年十二月 中船（邯郸）派瑞特种气体股份有限公司 2025 年第五次临时股东会 会议资料 中船（邯郸）派瑞特种气体股份有限公司 2025 年第五次临时股东会 会议资料目录 | 2025 年第五次临时股东会会议须知 2 | | --- | | 2025 年第五次临时股东会会议议程 5 | | 2025 年第五次临时股东会会议议案 8 | | 议案一: 关于提请审议接受国有资本经营预算资本性资金并通过控股股 | | 东发放委托贷款的方式实施暨关联交易的议案 8 | 1 中船（邯郸）派瑞特种气体股份有限公司 2025 年第五次临时股东会 会议资料 2025 年第五次临时股东会会议须知 为了维护全体股东的合法权益，确保中船（邯郸）派瑞特种 气体股份有限公司（以下简称"中船特气"或"公司"）股东会 的正常秩序和议事效率，保证会议的顺利进行，根据《中华人民 共和国公司法》《中华人民共和国证券法》《上市公司股东大会 规则（2022 年修订）》以及《中船（邯郸）派瑞特种气体股份 有限公司章程》（以下 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300516 | 久之洋 | 20.00 | 14.33 | 10099.51 | 6.21 | | 688146 | 中船特 气 | 3.08 | 7.47 | 3874.35 | 8.57 | | 600482 | 中国动 力 | -3.06 | 1.07 | -315.36 | -0.66 | | 301311 | 昆船智 能 | -2.63 | 1.45 | -357.93 | -5.62 | | 300847 | 中船汉 光 | -2.24 | 1.92 | -993.25 | -10.50 | | 300527 | ST应急 | -2.47 | 1.66 | -3144.97 | -23.45 | | 600072 | 中船科 技 | -2.48 | 1.31 | -3215.39 | -19.76 | | 600764 | 中国海 防 | -1.06 | 1. ...

格隆汇12月16日｜A股市场光刻胶板块拉升，其中，沃格光电、波长光电涨超6%，芯源微、茂莱光学 涨超4%，永新光学、中船特气涨超3%。 ...

Policy - The Central Economic Work Conference emphasized the implementation of a new round of high-quality development actions for key industrial chains, focusing on innovation-driven growth and the establishment of international technology innovation centers in major regions [1] - Xiamen's 14th Five-Year Plan suggests strengthening efficient supply of computing power, algorithms, and data, promoting digital transformation across the city, and enhancing the integration of the digital economy with the real economy [1] Investment Activities - Shanghai Future Industry Fund plans to invest in five sub-funds, including Shanghai Lianxue Venture Capital and Shanghai Innovation Workshop Venture Capital [4] - Zhongqi Technology completed a financing round of over 500 million RMB, with participation from various institutional investors [7] - Star Source Intelligent Robot completed a financing round exceeding 100 million RMB, focusing on multi-modal spatial intelligence [9] - Ling Sheng Technology completed approximately 100 million RMB in Pre-A financing, aimed at accelerating the development of brain-like technology [10] - Zhuoyue Intelligent completed 200 million RMB in C round financing, focusing on intelligent drone systems [11] Market Developments - Moore Threads is set to unveil a new generation GPU architecture at the upcoming MUSA Developer Conference [13][14] - China Shipbuilding Special Gas announced an investment of approximately 870 million RMB for a project to produce high-purity hydrogen sulfide and other electronic gases [14] - Xingfu Electronics plans to invest 480 million RMB in a project for electronic-grade phosphoric acid, driven by increasing demand in semiconductor manufacturing [14] - Tongyizhong intends to invest about 198 million RMB in a project for ultra-high molecular weight polyethylene fiber, expanding its applications in various fields [15]

Key Points - Yonghui Supermarket's stock may face significant decline risks after a short-term surge [1] - Fuzhijing Technology's actual controller reduced holdings by 1.0429 million shares during abnormal stock fluctuations [1] Investment Projects - Ninghu Expressway plans to invest 9 billion yuan in the construction of the Nanyang Yangtze River Bridge southern connection project [1] - China Shipbuilding Special Gas plans to invest approximately 870 million yuan to build an annual production facility for 3,383 tons of high-purity hydrogen sulfide and other electronic gases [1] Contract Wins - Jicheng Electronics won contracts totaling approximately 215 million yuan for multiple State Grid projects [1] - Beixin Road and Bridge secured a 180 million yuan engineering project [1] - Beijing Kerui won a 498 million yuan State Grid project [1] Equity Acquisitions - Blues Technology intends to acquire 100% of Peimei Gao International to expand into the AI computing infrastructure sector [1] - Daon Co. plans to acquire 80% of Ningbo Aisikai [1] - Alibaba Travel Investment intends to subscribe for 20% equity in Zhongxin Youyou through a 55% stake in Hangzhou Aixin [1] Share Buybacks - Xingyu Co. plans to repurchase shares with an investment of 200 million to 300 million yuan [1]

Key Points - Yonghui Supermarket (601933.SH) may face significant downside risk after a large short-term price increase [2] - Fuzhijun Technology (002222.SZ) saw its actual controller reduce holdings by 1.0429 million shares during the period of abnormal stock fluctuations [2] - Ninghu Expressway (600377.SH) plans to invest 9 billion yuan in the construction of the Nanyang Yangtze River Bridge southern approach project [2] - Jicheng Electronics (002339.SZ) won contracts totaling approximately 215 million yuan for multiple State Grid projects [2] - Lens Technology (300433.SZ) intends to acquire 100% of Peimei Gao International to expand into the AI computing infrastructure sector [2] - Xingyu Co., Ltd. (601799.SH) plans to repurchase shares with an investment of 200 million to 300 million yuan [2] - Zhuangyuan Pasture (002910.SZ) board member Ma Hongfu plans to reduce holdings by no more than 3% [2] - Ruili Kemi (001285.SZ) has received project designation from clients [3] - Guangliwei (301095.SZ) plans to establish a wholly-owned subsidiary in Singapore focused on application research and global sales [3]

长江商报消息 现金充沛之下，中船特气（688146.SH）拟新建项目。 12月10日晚间，中船特气发布公告显示，公司拟在邯郸市肥乡区建设年产3383吨高纯硫化氢等电子气体 建设项目。预计项目总投资约8.7亿元（最终投资金额以项目建设实际投入为准）。 中船特气表示，本次对外投资项目建成后，将大幅提高公司产品的交付能力，助力公司产品多样化及更 快、更好地响应客户需求。 长江商报记者发现，中船特气目前财务状况良好，账面现金充沛。截至2025年三季度末，中船特气货币 资金达29.54亿元，短期借款为0元，长期借款为4亿元。 扩大产品技术等优势 中船特气是中国船舶集团旗下首家科创板上市企业，公司主要从事电子特种气体及三氟甲磺酸系列产品 的研发、生产和销售，产品主要应用于集成电路、显示面板等半导体制造工艺。 12月10日晚间，中船特气发布公告显示，公司拟在邯郸市肥乡区建设年产3383吨高纯硫化氢等电子气体 建设项目。预计项目总投资约8.7亿元（最终投资金额以项目建设实际投入为准）。通过本项目建设， 公司将新增3383吨/年电子气体（51种）生产能力，含3158吨/年高纯电子气及225吨/年电子混合气，资 金来源为自筹资金 ...