人民财讯10月23日电，瑞联新材(688550)10月23日发布业绩预增公告，预计2025年前三季度实现归母净 利润2.81亿元，同比增长51.54%。前三季度实现营业收入13.01亿元，同比增长19.01%。 报告期内，显示材料板块保持平稳发展，为公司整体业绩提供了坚实基础。医药与电子材料板块营业收 入实现较大幅度增长，提升了公司整体营收规模，有效推动了公司净利润水平的提升。 ...

Revenue Growth - For the first three quarters of 2025, Xi'an Ruilian New Materials Co., Ltd. expects to achieve operating revenue of CNY 1,301.34 million, an increase of CNY 207.91 million, representing a year-on-year growth of 19.01%[3]. - The pharmaceutical and electronic materials sectors have shown significant revenue growth, enhancing the overall revenue scale and net profit level of the company[8]. Net Profit Projections - The net profit attributable to the parent company for the same period is projected to be CNY 280.81 million, an increase of CNY 95.51 million, reflecting a year-on-year growth of 51.54%[3]. - Excluding the impact of share-based payment expenses, the net profit attributable to the parent company is expected to reach CNY 307.41 million, an increase of CNY 111.51 million, with a year-on-year growth of 56.92%[3]. - The net profit attributable to the parent company after deducting non-recurring gains and losses is anticipated to be CNY 276.95 million, an increase of CNY 103.05 million, indicating a year-on-year growth of 59.26%[3]. - If excluding share-based payment expenses, the net profit after deducting non-recurring gains and losses is expected to be CNY 303.55 million, an increase of CNY 119.05 million, with a year-on-year growth of 64.53%[4]. - The company reported a total profit of CNY 212.58 million and a net profit attributable to the parent company of CNY 185.30 million for the first three quarters of 2024[7]. Performance Forecast Accuracy - The company has not identified any major uncertainties that could affect the accuracy of this performance forecast[9]. - The financial data in this performance forecast has not been audited by an accounting firm and is based on preliminary calculations by the company's finance department[9]. - The official financial data will be disclosed in the company's formal report for the third quarter of 2025[9].

格隆汇10月23日丨瑞联新材(688550.SH)公布，预计2025年前三季度实现归属于母公司所有者的净利润 为2.81亿元，同比增长51.54%。若剔除股份支付费用对损益的影响，预计2025年前三季度实现归属于母 公司所有者的净利润为3.07亿元，同比增长56.92%。 报告期内，显示材料板块保持平稳发展，为公司整体业绩提供了坚实基础。医药与电子材料板块营业收 入实现较大幅度增长，提升了公司整体营收规模，有效推动了公司净利润水平的提升，盈利能力得到进 一步增强。 预计2025年前三季度实现归属于母公司所有者的扣除非经常性损益后的净利润为2.77亿元，同比增长 59.26%。若剔除股份支付费用对损益的影响，预计2025年前三季度实现归属于母公司所有者的扣除非 经常性损益后的净利润为3.04亿元，同比增长64.53%。 ...

格隆汇10月23日｜瑞联新材公告，预计2025年前三季度实现归属于母公司所有者的净利润为2.81亿元， 同比增长51.54%。若剔除股份支付费用对损益的影响，预计净利润为3.07亿元，同比增长56.92%。报告 期内，显示材料板块保持平稳发展，医药与电子材料板块营业收入实现较大幅度增长，有效推动了净利 润水平的提升。 ...

Market Performance - The electronic chemicals sector increased by 2.31% on October 21, with Siquan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Top Gainers in Electronic Chemicals - Siquan New Materials (301489) closed at 210.38, up 6.32% with a trading volume of 98,100 shares and a transaction value of 2.022 billion [1] - Xingfu Electronics (688545) closed at 37.17, up 6.20% with a trading volume of 83,700 shares and a transaction value of 308 million [1] - Sanhu Xinke (688389) closed at 60.08, up 5.96% with a trading volume of 22,300 shares and a transaction value of 131 million [1] Fund Flow Analysis - The electronic chemicals sector saw a net inflow of 272 million from institutional investors, while retail investors experienced a net outflow of 246 million [2] - The main funds showed varying net inflows and outflows across different stocks, indicating selective investment behavior [3] Individual Stock Fund Flow - Shanghai Xinyang (300236) had a net inflow of 73.46 million from main funds, while retail investors saw a net outflow of 81.89 million [3] - Anji Technology (688019) experienced a net inflow of 35.75 million from main funds, with retail investors also showing a net outflow [3]

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights a recovery opportunity at the bottom of the chemical cycle, particularly in the titanium dioxide sector, with major companies expanding globally and focusing on asset acquisitions [3][4]. - Global oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable with a projected global GDP growth of 2.8% [4][5]. - The report emphasizes the importance of various chemical chains, including textiles, agriculture, and exports, as well as the potential for recovery in profitability for titanium dioxide due to easing trade tensions and improved overseas real estate conditions [3][4]. Summary by Sections Industry Dynamics - Oil supply is anticipated to rise, with OPEC+ expected to increase production, while demand is stable but may slow due to tariffs [4]. - Coal prices are expected to stabilize at a low level, and natural gas exports from the U.S. are likely to increase, reducing import costs [4]. Chemical Product Prices and Trends - The report notes that the PPI for all industrial products fell by 2.3% year-on-year in September, indicating a narrowing decline compared to August [5]. - Manufacturing PMI rose to 49.8%, suggesting a continued recovery in manufacturing activity [5]. Investment Analysis - The report suggests focusing on four key areas for investment: textiles, agriculture, export-related chemicals, and sectors benefiting from reduced competition [3]. - Specific companies to watch include Lu Xi Chemical, Tongkun Co., and Huafeng Chemical in the textile chain, and various firms in the agricultural sector such as Hualu Hengsheng and Baofeng Energy [3][4]. Key Company Valuations - The report provides a valuation table for key companies, indicating their market capitalization and projected earnings for the coming years [14].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights the global expansion of major titanium dioxide manufacturers, emphasizing the opportunity for industry recovery from the bottom of the cycle. The acquisition of Venator UK's titanium dioxide assets and the establishment of subsidiaries in Malaysia and the UK are key developments [4][5]. - The macroeconomic outlook for the chemical sector indicates stable oil demand despite a slight slowdown due to tariffs, with global GDP growth projected at 2.8%. The report also notes that coal prices are stabilizing and natural gas export facilities in the U.S. are expected to accelerate [4][5]. - The report suggests investment strategies across various sectors, including textiles, agriculture, and chemicals, with a focus on companies benefiting from the "anti-involution" policies [4][5]. Summary by Sections Industry Dynamics - The report discusses the current macroeconomic conditions affecting the chemical industry, including oil supply and demand dynamics, with a forecast of increased production from non-OPEC sources and stable global oil demand [5][6]. - It notes that the PPI for industrial products decreased by 2.3% year-on-year in September, indicating a stabilization in prices due to improved supply-demand structures [6]. Investment Analysis - The report recommends a diversified investment approach focusing on sectors such as textiles, agriculture, and export-oriented chemicals, highlighting specific companies for potential investment [4][18]. - Key materials for growth are identified, including semiconductor materials and packaging materials, with specific companies mentioned for each category [4][18]. Price Movements - The report provides detailed price movements for various chemical products, including titanium dioxide, fertilizers, and pesticides, indicating a mixed outlook with some prices stabilizing while others show slight declines [11][14][20]. - It highlights the impact of external factors such as raw material costs and international trade dynamics on pricing trends within the chemical sector [11][14].

证券之星消息，10月16日电子化学品板块较上一交易日下跌1.83%，瑞联新材领跌。当日上证指数报收 于3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。电子化学品板块个股涨跌见下表： 从资金流向上来看，当日电子化学品板块主力资金净流出9.48亿元，游资资金净流入3.67亿元，散户资金 净流入5.8亿元。电子化学品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603931 | 格林达 | 2075.07万 | 6.90% | -356.79万 | -1.19% | -1718.28万 | -5.71% | | 300537 广信材料 | | 1505.54万 | 4.57% | -593.71万 | -1.80% | -911.83万 | -2.77% | | 688035 德邦科技 | | 1204.88万 | 3.97% | 1327.94万 | 4.37% | ...

Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]

Group 1 - The core point of the article is that Ruilian New Materials reported a decrease in the number of shareholders and provided financial performance metrics for the first half of the year [2] Group 2 - As of September 30, the number of shareholders for Ruilian New Materials was 10,557, a decrease of 604 from the previous period, representing a decline of 5.41% [2] - The closing price of Ruilian New Materials was 49.86 yuan, down 1.17%, but the stock price has increased by 1.92% since the concentration of shares began, with 4 days of increases and 4 days of decreases [2] - For the first half of the year, the company achieved operating revenue of 806 million yuan, a year-on-year increase of 16.27%, and a net profit of 166 million yuan, a year-on-year increase of 74.22%, with basic earnings per share of 0.9600 yuan and a weighted average return on equity of 5.35% [2]