格林新兴产业混合A（014327）成立日期2022年3月8日，最新规模75.69万。今年以来收益6.68%，同类 排名3924/8864；近一年收益49.13%，同类排名2274/8126；成立以来收益55.45%。 格林新兴产业混合A（014327）基金经理为王振林。 截至发稿，王振林累计任职时间3年131天，现任基金资产总规模988.85万元，任职期间最佳基金回报 41.67%， 任职期间最差基金回报-33.25%。 1月28日，卓越新能跌5.05%，截至发稿，报82.89元/股，成交3828.53万元，换手率0.38%，总市值 105.43亿元。 资料显示，龙岩卓越新能源股份有限公司位于福建省龙岩市新罗区铁山镇平林(福建龙州工业园东宝工 业集中区)，成立日期2001年11月1日，上市日期2019年11月21日，公司主营业务涉及利用废油脂为原 料,通过纯化、甲酯化、分馏等现代生产技术,生产生物柴油(脂肪酸甲酯)及其深加工产品。主营业务收 入构成为：生物柴油81.33%，脂肪酸混合油脂8.86%，天然脂肪醇6.27%，环保型醇酸树脂1.53%，工业 甘油1.37%，生物酯增塑剂0.32%，其他(补充)0.3 ...

项目充分利用当地丰富的餐厨废油脂、棕榈酸油等原料资源，规划建设年产30万吨生物柴油，以及年产 10万吨烃基生物柴油(HVO)/生物航空燃料(SAF)的生产装置及配套设施。该项目拟分两期实施，一期建 设生物柴油生产线，二期建设HVO/SAF生产线，产品将主要面向欧美及东南亚地区的航空、海运和陆 路交通等市场。 中化新网讯 1月19日，卓越新能发布消息称，其旗下卓越新能源(泰国)有限公司在泰国春武里府东部工 业园举行生物能源项目奠基开工仪式。 ...

据悉，该项目 投资7亿元 ，分两期实施， 一期先行完成建设30万吨生物柴油生产线，随后建设 10万吨HVO（烃基生物柴油）/SAF（生物航空燃料）联 合生产线 ， 产品将主要供应欧美、东南亚等地区的航空、海运、陆路交通等市场 。 2026年3月31日-4月1日， " 第五届中国合成生物学及生物制造大会 " 将 在 杭州 隆重举行，其中设置 【 生物基化学品与材料专场 】 ，诚邀各位专家及相关从业者 参会交流！点击下方小程序卡片，立即免费报名参会！ 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 近日， 龙岩卓越新能源股份有限公司 （以下简称"卓越新能"）旗下的卓越新能源（泰国）有限公司在泰国春武里府东部工业园举行 生物能源项目 奠基 开工建设仪式。 卓越新能表示，该 生物能源建设项目，是公司国际化发展核心重要战略举措之一， 依托公司自有领先的生产技术 ，利用当地丰富的餐厨废油脂、棕榈酸 油等资源，建设 年产30万吨生物柴油 和 年产10万吨HVO（烃基生物柴油）/SAF（生物航空燃料） 生产装置及相应配套设施 。 添 ...

从资金流向上来看，当日化学制品板块主力资金净流出11.85亿元，游资资金净流入4.23亿元，散户资金 净流入7.62亿元。化学制品板块个股资金流向见下表： 证券之星消息，1月22日化学制品板块较上一交易日上涨0.83%，侨源股份领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。化学制品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) | | --- | --- | --- | --- | --- | --- | | 301286 | 侨源股份 | 65.12 | 19.99% | 9.63万 | 5.96亿 | | 688196 | 卓越新能 | 84.01 | 8.98% | 2.39万 | 1.94亿 | | 300225 | *ST全泰 | 5.85 | 6.95% | 14.70万 | 8263.46万 | | 002326 | 永太科技 | 28.79 | 6.71% | 94.38万 | 26.27亿 | | 300072 | 海新能科 | 5.32 | 6.40% | 127.07万 | 6 ...

证券日报网讯 1月19日，卓越新能在互动平台回答投资者提问时表示，公司生物柴油主要以出口业务为 主，主要通过荷兰卓越和新加坡卓越实现自主销售。 （文章来源：证券日报） ...

Core Viewpoint - The groundbreaking ceremony for the bioenergy project of Excellence New Energy (Thailand) Co., Ltd., a subsidiary of Excellence New Energy (688196), was held in Thailand, marking a significant step in the company's international development strategy [1] Group 1: Project Overview - The bioenergy project aims to utilize local resources such as kitchen waste oil and palm fatty acid oil to produce 300,000 tons of biodiesel and 100,000 tons of HVO (Hydrotreated Vegetable Oil) / SAF (Sustainable Aviation Fuel) annually [1] - The project will be implemented in two phases, with the first phase focusing on the construction of the biodiesel production line, followed by the HVO/SAF production line [1] Group 2: Market and Supply - The products from this project will primarily supply markets in Europe, North America, and Southeast Asia, targeting aviation, maritime, and land transportation sectors [1] Group 3: Strategic Goals - The project is part of the company's core strategic initiative for internationalization, aiming to accelerate the development of bioenergy technology and contribute to the global vision of achieving carbon neutrality [1]

卓越新能于2019年11月21日在上交所科创板上市，发行股份数量为3000万股，每股发行价格为 42.93元。保荐机构（主承销商）为英大证券有限责任公司，保荐代表人为邢耀华、黎友强。 卓越新能首次公开发行募集资金总额为12.88亿元，募集资金净额为12.01亿元。据上市招股说明 书，卓越新能拟投入募集资金7.36亿元，其中5.61亿元用于年产10万吨生物柴油（非粮）及年产5万吨 天然脂肪醇项目，7500万元用于技术研发中心建设项目，1.00亿元用于补充流动资金。 | 股东名称 | 龙岩卓越投资有限公司 | | --- | --- | | 计划减持数量 | 不超过:3,815,722 股 | | 计划减持比例 | 不超过:3% | | 减持方式及对应减 | 集中竞价减持,不超过:1,271,907 股 | | 持数量 | 大宗交易减持,不超过:2,543,815 股 | | 减持期间 | 2026年2月3日~2026年5月3日 | | 拟减持股份来源 | IP0 前取得 | | 拟减持原因 | 优化股本结构,释放股票流动性 | 控股股东龙岩卓越投资有限公司出于优化股本结构、释放公司股票流动性考虑，拟通过大宗交易 ...

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]

Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership and investor sentiment in the market [1]. Shareholder Reductions - Hengxuan Technology: Shareholders including Ningbo Yibifu plan to reduce their holdings by up to 1.50% [1]. - Guoxin Technology: Industry fund shareholders intend to reduce their stakes by up to 2.37% [1]. - Qusleep Technology: Shareholder Kuanzhai Cultural plans to reduce holdings by no more than 1.98% [1]. - Xinwei Communication: General Manager Peng Hao aims to reduce his stake by up to 1% [1]. - Guoanda: Shareholder Hong Junlong plans to reduce his holdings by up to 1.2761% [1]. - Zhuoyue New Energy: Controlling shareholders intend to reduce their stakes by up to 3.00% [1]. - Haibo Heavy Industry: Actual controller Zhang Haibo plans to reduce his stake by up to 3% [1]. - Sanyou Medical: Shareholders Xu Nong and Liu Mingyan plan to reduce their holdings by up to 2.00% [1]. - Saifen Technology: Multiple shareholders intend to reduce their stakes by up to 6% [1]. - Fangyuan Shares: Shareholder Betterry plans to reduce holdings by no more than 510.17 million shares [1]. - Qiutian Micro: Beihai Chengyu plans to reduce holdings by up to 0.83% [1]. - Diaoda Shares: Controlling shareholders plan to reduce their stakes by up to 3% [1]. - Maidi Technology: Shareholder Weng Kang plans to reduce holdings by 520.29 million shares [1]. Other Notable Events - *ST Yanshi: The company's stock may face delisting [1]. - Jin Yi Technology: The company has terminated the issuance of shares to specific targets and signed relevant termination agreements [1].

Summary of Key Points Core Viewpoint - On January 12, several companies disclosed their shareholding changes, with notable increases in shareholdings from 恒实科技 and 奥锐特, while 16 A-share listed companies announced share reductions [1][2]. Group 1: Shareholding Increases - 恒实科技's controlling shareholder, 新基集团, plans to increase its stake by 1.5% to 3% [2]. - 奥锐特 intends to adjust its share repurchase price ceiling to no more than 35 yuan per share [2]. Group 2: Shareholding Reductions - 立中集团's five executives plan to reduce their holdings by no more than 0.0642% [2]. - 钧达股份's second largest shareholder, 控股股东锦迪科技, intends to reduce its stake by no more than 3% [2]. - 南兴股份's controlling shareholder, 南兴投资, has reduced its holdings by a total of 366,900 shares as of January 12 [2]. - 中国核建's second largest shareholder reduced its holdings by 7,866,600 shares from January 7 to 9, bringing its stake down to 10% [2]. - 天银机电's largest shareholder, 澜海瑞兴, reduced its holdings by 1,245,300 shares on January 12 [2]. - 信维通信's actual controller and chairman, 彭浩, plans to reduce his stake by no more than 1% [2]. - 中电港's fourth largest shareholder recently reduced its holdings by 7,596,900 shares, bringing its stake below 5% [2]. - 佰维存储's second largest shareholder, 国家集成电路基金二期, plans to reduce its stake by no more than 2% [2]. - 青木科技's largest and third largest shareholders recently reduced their holdings by a total of 1,937,400 shares [2]. - 长芯博创's shareholders plan to reduce their holdings by no more than 2.55% [2]. - 趣睡科技's shareholders plan to reduce their holdings by no more than 2.6% [2]. - 卓越新能's controlling shareholder, 龙岩卓越投资, plans to reduce its stake by no more than 3% [2].