以下文章来源于创业板观察 ，作者肖良华 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息，提供有价值的市场资讯。 "硫磺价格涨太多了，上半年还觉得硫磺价格超过3000元/吨是不可能的，现在已经在4000元上方，硫磺变成了'牛磺'。" 国内某磷肥上市 公司相关负责人对财联社记者表示，每吨硫磺价格上涨100元，下游磷肥的成本相应增加50元，按照市场价格计算，现在磷肥的成本较去年 上半年增加了1500元/吨。"考虑到长协供应等因素，成本增加没那么夸张，但是依然压力很大。" 从去年下半年至今，硫磺价格一路上涨，开启一波汹涌澎湃的大牛市，并于今年10月份后加速上扬。 截至12月7日，硫磺价格超过4100 元/吨，是行情启动前的4倍。 而在分析人士看来，硫磺的这波行情并未迎来终章，一定时期内供需格局难以改善，硫磺的强势表现仍有望 持续。 从产业链来看，作为油气化工的副产品，产能增长受限，国内中石化及民营大炼化占比超70%。财联社记者以投资者身份致电，恒力石化 （600346.SH）证券部工作人员表示，公司当前硫磺产量比较稳定，价格上涨对公司业绩有一定促进作用，暂时没 ...

证券之星消息，12月2日综合板块较上一交易日下跌0.43%，东阳光领跌。当日上证指数报收于3897.71， 下跌0.42%。深证成指报收于13056.7，下跌0.68%。综合板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000833 | 粤桂股份 | 1.85 Z | 10.50% | 3026.77万 | 1.72% | -2.15 Z | -12.22% | | 600881 亚泰集团 | | 3423.14万 | 11.03% | -1246.65万 | -4.02% | -2176.48万 | -7.02% | | 000025 | 特力A | 1854.65万 | 4.00% | -99.65万 | -0.21% | -1755.00万 | -3.79% | | 000652 泰达股份 | | 837.15万 | 5.88% | -70.98万 | -0.50% | -766.17 ...

12月2日，粤桂股份涨5.18%，截至发稿，报21.11元/股，成交7.99亿元，换手率8.60%，总市值169.32亿 元。 资料显示，广西粤桂广业控股股份有限公司位于广东省广州市荔湾区流花路85号建工大厦3层，成立日 期1994年10月5日，上市日期1998年11月11日，公司主营业务涉及机制糖(白砂糖、赤砂糖)的生产和销 售,纸浆(本色浆、漂白浆)和机制纸(文化纸、特种纸)的生产和销售,硫铁矿的开采、加工、销售,硫酸、 试剂酸(精制硫酸)、铁矿粉(硫铁矿烧渣)和磷肥(普通过磷酸钙)的生产和销售。同时,继续开展加工贸易 糖业务。主营业务收入构成为：硫精矿37.15%，机制糖21.46%，浆13.92%，其他7.53%，硫酸5.79%， 铁矿粉4.79%，银粉2.30%，磷肥1.89%，块矿1.40%，贸易业务0.97%，-3mm矿0.96%，文化纸0.67%， 氨基磺酸0.58%，试剂硫酸0.50%，出口手捡矿0.08%。 从粤桂股份十大流通股东角度 数据显示，天弘基金旗下1只基金位居粤桂股份十大流通股东。天弘中证食品饮料ETF（159736）三季 度新进十大流通股东，持有股数158.64万股，占流通股的 ...

Chip Industry - Beijing Junzheng reported strong sales of its chips in the 3D printing market [1] - Meixinsheng's wireless charging chips are being utilized in Doubao AI smartphones [1] Aerospace Industry - Dayilong indicated that the demand for beverage packaging machinery in overseas markets remains in a long-term upward trend [1] - Guojijinggong holds over 90% market share in the domestic aerospace bearing sector [1] Other - Yuegui Co. currently has no plans for the production of battery-grade high-purity sulfur [1]

人民财讯12月1日电，有投资者在互动平台向粤桂股份（000833）提问，公司是否有计划生产电池级高 纯度硫磺？粤桂股份回复称，目前无此计划。 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to benefit from a shift in supply chain dynamics due to geopolitical tensions, particularly in semiconductor materials, leading to accelerated domestic replacements [5][6] - The chromium salt industry is experiencing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with significant price increases noted [8][9] - The report highlights a potential upturn in the chemical industry as supply-side constraints and rising demand could enhance profitability and dividend yields for leading companies [6][10] Summary by Sections Industry Performance - The basic chemical sector has shown a 24.0% increase over the past 12 months, outperforming the CSI 300 index, which increased by 16.9% [3] Key Opportunities - Focus on low-cost expansion opportunities in companies such as Wanhua Chemical and Hualu Hengsheng, as well as sectors like tire manufacturing and pesticide formulations [6][9] - Emphasis on sectors with improving market conditions, including chromium salts, phosphate rock, and polyester filament [9][10] Price Trends - Recent price increases for key products include chromium oxide green at 35,500 CNY/ton and metallic chromium at 84,000 CNY/ton, both up by 1,000 CNY/ton from the previous week [8][16] - The report notes a tightening supply for isooctanol, with prices rising due to increased demand and production disruptions [13] Company Focus - The report identifies several key companies for investment, including Dongfang Shenghong, Hubei Yihua, and Wanhua Chemical, with positive earnings forecasts and attractive price-to-earnings ratios [28]

每经AI快讯，粤桂股份（000833.SZ）11月27日在投资者互动平台表示，甘蔗为公司榨糖的原材料，一 般帮助蔗农种植并从蔗农处收购。 （文章来源：每日经济新闻） ...

综合行业今日下跌2.34%，全天主力资金净流出2.71亿元，该行业所属的个股共16只，今日上涨的有5 只；下跌的有11只。以资金流向数据进行统计，该行业资金净流入的个股有6只，净流入资金居首的是 三木集团，今日净流入资金2296.32万元，紧随其后的是浙农股份、悦达投资，净流入资金分别为352.87 万元、306.15万元。综合行业资金净流出个股中，资金净流出超千万元的有7只，净流出资金居前的有 东阳光、南京新百、粤桂股份，净流出资金分别为1.26亿元、4266.10万元、3393.80万元。（数据宝） 综合行业资金流向排名 资金面上看，两市主力资金全天净流出218.27亿元，今日有6个行业主力资金净流入，轻工制造行业主 力资金净流入规模居首，该行业今日上涨1.09%，全天净流入资金5.90亿元，其次是电子行业，日涨幅 为0.26%，净流入资金为4.99亿元。 主力资金净流出的行业有25个，计算机行业主力资金净流出规模居首，全天净流出资金40.48亿元，其 次是传媒行业，净流出资金为37.30亿元，净流出资金较多的还有医药生物、通信、电力设备等行业。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（ ...

Core Viewpoint - The phosphate chemical sector has shown a positive performance with a 1.40% increase, ranking 9th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - The phosphate chemical sector increased by 1.40%, with 39 stocks rising, including Wansheng Co., which hit the daily limit, and notable increases in Chenhua Co. (8.23%), Jushi Chemical (4.76%), and Qingshuiyuan (4.74%) [1][2]. - The sector experienced a net outflow of 510 million yuan from main funds, despite 20 stocks seeing net inflows, with Hunan YN leading at 119 million yuan [2][3]. Group 2: Fund Flow Analysis - The top stocks by net inflow ratio included Wansheng Co. (22.90%), Dongjiang Environmental (10.22%), and Hunan YN (8.73%) [3][4]. - The net inflow of main funds for Wansheng Co. was 48.97 million yuan, while other significant inflows were seen in Yuntianhua (79.93 million yuan) and Lvxihua (30.39 million yuan) [2][3]. Group 3: Stock Performance - Stocks with notable increases included Wansheng Co. (9.98%), Chenhua Co. (8.23%), and Qingshuiyuan (4.74%), while stocks like Yuegui Co. and Hongda Co. faced declines of 1.98% and 1.01%, respectively [1][5]. - The trading volume and turnover rates varied, with Hunan YN showing a turnover rate of 5.10% and a net inflow of 118.91 million yuan [3][4].

Core Viewpoint - The stock of Guangxi Yuegui Holdings Co., Ltd. has experienced fluctuations, with a year-to-date increase of 71.59% but a recent decline of 12.98% over the past five trading days [1] Company Overview - Guangxi Yuegui Holdings Co., Ltd. was established on October 5, 1994, and listed on November 11, 1998. The company is based in Guangzhou, Guangdong Province [2] - The main business activities include the production and sale of refined sugar, paper pulp, and paper products, as well as the mining and processing of sulfur iron ore and the production of sulfuric acid and phosphate fertilizers [2] - The revenue composition is as follows: sulfur concentrate 37.15%, refined sugar 21.46%, pulp 13.92%, and other products [2] Financial Performance - As of September 30, the company reported a total of 6.62 million shareholders, a decrease of 9.86% from the previous period, with an average of 6,856 circulating shares per shareholder, an increase of 10.94% [3] - For the period from January to September 2025, the company achieved a revenue of 2.144 billion yuan, representing a year-on-year growth of 6.08%, and a net profit attributable to shareholders of 444 million yuan, reflecting a significant increase of 97.48% [3] Dividend and Shareholding - Since its A-share listing, the company has distributed a total of 595 million yuan in dividends, with 175 million yuan distributed over the past three years [4] - As of September 30, 2025, the third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 6.6586 million shares, an increase of 1.9164 million shares from the previous period [4]