Core Viewpoint - The chemical industry is experiencing a price surge in dyes, driven by a significant increase in the prices of upstream key intermediates, with some rising over 50% [1] Group 1: Industry Overview - The price of disperse dyes has been continuously increasing, with leading companies like Zhejiang Longsheng and Runtou Co. raising their quotes on February 8 [1] - UBS Securities indicates that after four years of adjustment, the supply-demand dynamics in the chemical industry are improving, predicting an upward cycle from 2026 to 2028 [1] Group 2: Company Insights - Demy Chemical (002054), a fine chemical enterprise, has a closely related textile chemicals business to the dye industry chain, suggesting that the improved industry outlook may positively impact the company's profitability [1] Group 3: Stock Performance - Demy Chemical's stock has shown significant volatility over the past week, with a price fluctuation range of 16.19% from February 6 to February 13 [1] - On February 9, the stock hit the daily limit up, increasing by 10.05%, followed by a further rise of 1.89% on February 12, before a slight decline to 10.62 yuan on February 13, down 1.39% [1] - On February 9, institutional investors net bought 24.94 million yuan worth of shares, indicating high short-term capital activity, with a financing purchase amount of 89.58 million yuan on February 12 [1] - Technically, the stock price has broken through the 20-day moving average of 9.39 yuan, with the MACD indicator maintaining a bullish signal, although attention is needed around the resistance level of 11.00 yuan [1]

Group 1 - The core business of the company in overseas markets is primarily focused on South Asia and Southeast Asia [2] - The company utilizes direct exports and establishes subsidiaries in overseas markets such as Indonesia, Bangladesh, and Vietnam to achieve international sales [2]

证券日报网讯 2月9日，德美化工发布公告称，公司股票连续3个交易日内日收盘价格涨幅偏离值累计超 过20%；根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情形。截至本公告 日，公司前期披露的信息不存在需要更正、补充之处。公司未发现近期公共传媒报道了可能或已经对本 公司股票交易价格产生较大影响的未公开重大信息。 （文章来源：证券日报） ...

Core Viewpoint - The stock of Demai Chemical (002054) is experiencing a strong upward trend driven by its involvement in quantum technology, its leading position in textile additives, and positive profit forecasts for 2025. Group 1: Company Overview - Demai Chemical specializes in the research, production, and sales of textile chemicals, leather chemicals, tara products, and petroleum fine chemicals [2][3]. - The company is recognized as the only national development base for textile additives in the industry [2]. Group 2: Recent Stock Performance - The stock has seen a significant increase, with a 21% rise over two trading days, supported by a bullish technical outlook and a net inflow of 73.983 million yuan from main funds [4]. - The stock price reached a high of 11.06, with a trading volume of 419, and a turnover rate of 27.71% [1]. Group 3: Growth Drivers - The quantum technology concept is gaining traction, with the company holding a 0.97% stake in Benyuan Quantum Computing Technology Co., which has initiated IPO counseling [3]. - The textile additive sector is also active, with the company being a leader in the domestic printing and dyeing additive industry [3]. - The company forecasts a net profit of 100 million to 120 million yuan for 2025, representing a year-on-year growth of 63.97% to 96.76%, primarily due to reduced losses from its subsidiary [3].

证券代码：002054 证券简称：德美化工 公告编号：2026-003 广东德美精细化工集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 广东德美精细化工集团股份有限公司（以下简称"公司"）（证券代码：002054；证券简 称：德美化工）股票连续3个交易日内（2026年2月5日、2月6日、2月9日）日收盘价格涨幅 偏离值累计超过20%；根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波 动的情形。 二、公司关注并核实情况说明 5、股票异常波动期间控股股东、实际控制人及其一致行动人未买卖公司股票。 6、公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深圳证券交易所《股票上市规则》等有关 规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未 获悉本公司有根据深圳证券交易所《股票上市规则》等有关规定应予以披露而未披露的、对 本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期披露的 ...

Core Viewpoint - The stock of Dermei Chemical has experienced a consecutive two-day limit-up, indicating strong market interest and potential growth driven by various factors [1] Group 1: Stock Performance - Dermei Chemical's stock reached a limit-up at 10:11 AM today, with a trading volume of 720 million yuan and a turnover rate of 18.35% [1] Group 2: Growth Drivers - The company's subsidiary is utilizing synthetic biology technology through a joint venture to implement biological enzyme methods, aligning with the low-carbon transition trend [1] - Dermei Chemical is investing in the quantum computing sector through an industrial fund, which is in line with cutting-edge technology trends [1] - The company's products are classified as bio-based materials, which resonate with national policies promoting green manufacturing, potentially benefiting from policy-driven expectations [1]

Group 1 - The quantum technology concept continues its strong performance from last week, with companies like 德美化工 (Demei Chemical) achieving a two-day consecutive increase [1] - Other companies in the sector, including 国芯科技 (Guoxin Technology), 国盾量子 (Guodun Quantum), 科大国创 (Keda Guochuang), 富士达 (Fushida), and 浙江东方 (Zhejiang Dongfang), also experienced gains [1]

Group 1 - Baichuan Co., Ltd. has reached the daily limit increase, indicating strong market interest and positive investor sentiment [1] - Other companies such as Demei Chemical, Baihehua, Xiongdi Technology, Hongbaoli, Jinjis Co., Ltd., Cangzhou Dahua, and Shuangle Co., Ltd. have also seen their stock prices rise in response [1]

量子科技概念股盘中走强，德美化工拉升触及涨停，格尔软件、科大国创、神州信息、国盾量子等纷纷 冲高。 ...

证券日报网讯 2月4日，德美化工在互动平台回答投资者提问时表示，公司的塔拉产品包括塔拉胶、塔 拉粉等，可应用于饲料、食品、皮革、天然纤维等领域。 （文章来源：证券日报） ...