2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等产 业共性需求，特设6大展区， N5 轻量化高强度与可持续材料展区 聚焦碳纤维/芳纶/复合材 料/改性塑料/发泡材料/3D打印/合金......等 ， 欢迎咨询： 18957804107 以改性聚烯烃出圈的会通股份，近年来在高端新材料方面动作频频，不论在一体化上的纵深，还是在产品品类和应用场景上，都已在其发家的家电领域之外，创 出一片天。 【DT新材料】 获悉，12月11日， 会通股份 与 上海东华复材科技有限公司 （下称"东华复材"）及相关方正式签署《股权转让协议》，以自有资金完成对东华复 材55.46%股权的战略收购，东华复材自此成为会通股份控股子公司。 据悉， 东华复材 成立于 2021年9月30日 ，注资 1000万元， 法人是朱姝，持股 89.76% ，东华大学持股 10.24% 。 其中， 朱姝 是东华大学教授、博士生导师，担 任 中国商飞C***项目 特聘专家等多项职务，曾参与斩获2019年及2022年上海市科技进步一等奖、2021年重庆市科技进步一等奖等多项荣誉，入选东方英才（青 年）、江苏 ...

Core Insights - The chemical industry is entering a favorable phase driven by demand, value, and supply dynamics [5][6][7] - Global supply constraints and the exit of European capacities are expected to enhance the market environment for the chemical sector [7] Demand Drivers - Key opportunities identified in various sectors include: - Gas turbine upstream: companies like Zhenhua Co., Yingliu Co., Longda Co., and Wanze Co. [5] - Refrigerants and fluorinated liquids: companies such as Juhua Co., New Zhoubang, and Runhe Materials [5] - Energy storage supply chain: including Chuanheng Co., Xingfa Group, Yuntianhua, Batian Co., and others [5] - Semiconductor materials: companies like Yanggu Huatai, Wanrun Co., Dinglong Co., and others [5] Value Drivers - Potential for increased dividend yields in sectors such as: - Coal chemical: Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - Oil refining: Hengli Petrochemical, Satellite Chemical, and Sinopec [6] - Phosphate fertilizers: Yuntianhua, Yuntu Holdings, and others [6] Supply Drivers - Domestic anti-involution policies and the exit of European production capacities are expected to support the chemical industry: - PTA and polyester filament: companies like Xin Fengming and Tongkun Co. [7] - Tire manufacturing: including Sailun Tire, Zhongce Rubber, and others [7] Key Companies and Profit Forecasts - Selected companies with profit forecasts include: - Zhenhua Co. (Net profit forecast for 2025: 6.04 billion, PE: 21.8) [8] - Yingliu Co. (Net profit forecast for 2025: 4.08 billion, PE: 42.7) [8] - Longda Co. (Net profit forecast for 2025: 1.06 billion, PE: 34.9) [8] - Wanze Co. (Net profit forecast for 2025: 2.37 billion, PE: 32.9) [8] - Juhua Co. (Net profit forecast for 2025: 48.14 billion, PE: 24.4) [8] Industry Cycle Insights - The chemical industry is expected to enter a new cycle, with demand recovery and supply-side reforms driving growth [14][21] - The chemical price index has shown signs of recovery, indicating a potential upturn in the market [20][21]

证券日报网讯 12月9日，会通股份在互动平台回答投资者提问时表示，公司主要根据下游客户的订单实 行"以销定产"的生产模式，产量稳步提升中，具体请详见公司定期报告。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司产品湿法隔离膜能应用于半固态和固态电池吗？ （文章来源：每日经济新闻） 会通股份（688219.SH）12月9日在投资者互动平台表示，公司产品湿法隔离膜可应用于半固态电池， 固态电池不使用湿法隔离膜。未来公司会对产业前沿技术革新保持高度关注，聚焦锂电池市场突破，做 好相应的技术储备，致力成为集多种功能膜生产于一体的材料供应商。 ...

会通股份（688219.SH）12月9日在投资者互动平台表示，尊敬的投资者，您好！公司正持续推动该项 目建设，部分产线已投产并实现供应，隔膜产能仍在持续提升中，具体进度请关注公司定期报告。感谢 您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司湿法隔离膜项目目前产能利用率是多少？建成投 产的产能处于满产满销状态吗？ ...

联芸科技12月4日大宗交易平台出现一笔成交，成交量45.00万股，成交金额1927.35万元，大宗交易成交 价为42.83元，相对今日收盘价折价1.99%。该笔交易的买方营业部为中信证券股份有限公司总部(非营 业场所)，卖方营业部为中信证券股份有限公司武汉关山大道证券营业部。 据天眼查APP显示，联芸科技(杭州)股份有限公司成立于2014年11月07日，注册资本46000万人民币。 （数据宝） 12月4日联芸科技大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 45.00 | 1927.35 | 42.83 | -1.99 | 中信证券股份有限公司 | 中信证券股份有限公司武汉 | | | | | | 总部(非营业场所) | 关山大道证券营业部 | （文章来源：证券时报网） 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为9700.43万元。 证券时报·数据宝 ...

格隆汇12月2日｜有投资者在互动平台向会通股份提问：公司和华为在那些方面有业务合作？会通股份 回复称，华为系公司客户，公司与华为在通讯、3C消费等领域保持良好稳定的合作关系。 ...

格隆汇12月2日丨会通股份(688219.SH)在投资者互动平台表示，华为系公司客户，公司与华为在通讯、 3C消费等领域保持良好稳定的合作关系。 ...

Core Viewpoint - The stock price of Huitong Co., Ltd. has shown a year-to-date increase of 15.31%, but has recently experienced declines over various trading periods, indicating potential volatility in the market [2]. Company Overview - Huitong New Materials Co., Ltd. is located in Hefei High-tech Zone, Anhui Province, and was established on July 31, 2008, with its listing date on November 18, 2020 [2]. - The company specializes in the research, production, and sales of modified plastics, with its main business revenue composition being: modified plastics 44.23%, polyolefin series 26.98%, engineering plastics and other series 10.42%, elastomers and other engineering materials 7.40%, polystyrene series 6.83%, polyamide series 3.03%, and other businesses 1.06% [2]. Financial Performance - For the period from January to September 2025, Huitong Co., Ltd. achieved an operating income of 4.721 billion yuan, representing a year-on-year growth of 10.03%, and a net profit attributable to shareholders of 166 million yuan, with a year-on-year increase of 8.96% [2]. - The company has distributed a total of 179 million yuan in dividends since its A-share listing, with 126 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Huitong Co., Ltd. reached 18,000, an increase of 42.39% from the previous period, with an average of 30,593 circulating shares per person, a decrease of 19.14% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest shareholder, holding 5.3357 million shares as a new shareholder [3].

Core Viewpoint - The company, Huitong Co., has established deep collaborations with several well-known clients and brands, including BYD, Seres, Changan, SAIC Volkswagen, and FAW Volkswagen [2] Group 1 - Huitong Co. is actively engaging with major automotive brands, indicating a strong position in the industry [2] - The partnerships with these renowned clients suggest potential growth opportunities for Huitong Co. in the automotive sector [2]