证券日报网讯1月28日，德美化工（002054）在互动平台回答投资者提问时表示，公司皮革化学品主要 包括铬鞣剂、复鞣剂、加脂剂、脱脂剂、植物鞣剂、无铬鞣剂、涂饰剂等。 ...

格隆汇1月28日丨德美化工(002054.SZ)在互动平台表示，公司环戊烷被广泛应用于制冷设备方面的保温 材料及硬质PU泡沫的发泡剂。 ...

Market Overview - The chemical products sector experienced a decline of 0.49% compared to the previous trading day, with Meibang Technology leading the losses [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers in Chemical Sector - Kent Catalysts (603120) closed at 45.80, up 9.99% with a trading volume of 57,600 and a transaction value of 255 million [1] - Chibo Tech (603916) closed at 13.67, up 9.98% with a trading volume of 577,800 and a transaction value of 752 million [1] - Demei Chemical (002054) closed at 9.50, up 9.83% with a trading volume of 1,016,600 and a transaction value of 94.46 million [1] - Aladdin (688179) closed at 17.50, up 8.56% with a trading volume of 265,900 and a transaction value of 440 million [1] - Sait New Materials (688398) closed at 21.73, up 7.57% with a trading volume of 88,300 and a transaction value of 186 million [1] Top Losers in Chemical Sector - Meibang Technology (920471) closed at 17.16, down 9.78% with a trading volume of 115,900 and a transaction value of 198 million [2] - Taihe Technology (300801) closed at 31.28, down 6.79% with a trading volume of 126,200 and a transaction value of 396 million [2] - Hongqiang Co. (002809) closed at 13.28, down 6.48% with a trading volume of 412,500 and a transaction value of 544 million [2] - Xianfeng New Materials (300163) closed at 4.82, down 6.41% with a trading volume of 554,300 and a transaction value of 268 million [2] - Hongbaoli (002165) closed at 10.21, down 6.33% with a trading volume of 2,477,800 and a transaction value of 2.574 billion [2] Fund Flow Analysis - The chemical products sector saw a net outflow of 1.85 billion from institutional investors, while retail investors had a net inflow of 1.999 billion [2] - The top stocks with significant fund inflows include: - Zhejiang Longsheng (600352) with a net inflow of 192 million from institutional investors [3] - Demei Chemical (002054) with a net inflow of 173 million from institutional investors [3] - Chibo Tech (603916) with a net inflow of 158 million from institutional investors [3] - Notable outflows from retail investors were observed in stocks like Chibo Tech and Kent Catalysts, indicating a mixed sentiment in the market [3]

Key Points - SpaceX's procurement orders for calibration testing products from 康斯特 from 2016 to 2024 are relatively small [1] - 法尔胜 does not engage in businesses related to "controlled nuclear fusion," "superconductors," or "commercial aerospace" [1] - 龙旗科技 plans to invest 1.5 billion yuan to build an AI + smart terminal digital benchmark factory project in Nanchang High-tech Zone [1] - 蜀道装备 has won a contract worth 6,486,000 USD for the Rumuji natural gas liquefaction facility project in Nigeria [1] - TCL科技's subsidiary intends to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan [1] - 一品红 plans to repurchase shares worth between 100 million to 200 million yuan [2] - 实丰文化's shareholders plan to reduce their holdings by no more than 3% [2] - 随升科技 intends to raise no more than 470 million yuan through a private placement [1][2] - 太力科技 has signed a strategic cooperation framework agreement with Jinan University [1][2]

资金面上，该股今日主力资金净流入186.44万元，近5日资金净流出3358.27万元。最新（1月21日）两融 余额2.07亿元，其中，融资余额2.07亿元，环比前一交易日增长7.39%，近5日融资余额累计增长 11.88%。（数据宝） （文章来源：证券时报网） 德美化工（002054）1月22日发布2025年业绩预增公告，预计实现净利润为1.00亿元~1.20亿元，净利润 同比增长63.97%~96.76%。 证券时报·数据宝统计显示，德美化工今日收于8.59元，上涨0.82%，日换手率为7.18%，成交额为2.36亿 元，近5日上涨0.82%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股价 上涨的占比63.85%，股价发布当日股价涨停的有9家。预告发布后5日股价上涨的占比76.15%。 ...

格隆汇1月22日丨德美化工(002054.SZ)公布，预计2025年归属于上市公司股东的净利润10,000万元～ 12,000万元，比上年同期增长63.97%～96.76%，扣除非经常性损益后的净利润7,800万元～9,800万元， 比上年同期增长39.10%～74.76%。2025年度控股子公司德荣化工亏损减少。 ...

每经AI快讯，德美化工1月22日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润10000万 元~12,000万元，比上年同期增长63.97%~96.76%，基本每股收益0.21元~0.25元。业绩变动主要原因 是，2025年度控股子公司德荣化工亏损减少。 （记者 曾健辉） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ ...

德美化工公告，预计2025年度净利润为1亿元～1.2亿元，同比增长63.97%～96.76%。预计扣除非经常性 损益后的净利润为7800万元～9800万元，同比增长39.10%～74.76%。预计基本每股收益为0.21元/股～ 0.25元/股，上年同期为0.13元/股。2025年度控股子公司德荣化工亏损减少。 ...

一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 证券代码：002054 证券简称：德美化工 公告编号：2026-002 广东德美精细化工集团股份有限公司 2025 年度业绩预告 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。 | 项 目 | | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | 比上年同期 | 10,000 | ～ | 12,000 | 6,098.86 | | 东的净利润 | | 63.97% | ～ | 96.76% | | | | 增长 | | | | | | 扣除非经常性损益 | | 7,800 | ～ | 9,800 | | | 后的净利润 | 比上年同期 | 39.10% | ～ | 74.76% | 5,607.6 | | | 增长 | | | | | | 基本每股收益（元/ | ...

Overall Market Performance - The Shanghai Composite Index experienced a pullback, declining by 0.31% after approaching the 4200-point mark during the session, with trading volume in the three markets reaching a record high of nearly 4 trillion yuan [3] Sector Performance - Benefiting from the surge in commodity prices, several sectors saw a wave of limit-up stocks, including Xianglu Tungsten Industry, Huaxi Nonferrous, and Xiamen Tungsten Industry, all reaching historical highs. Tungsten powder prices exceeded 1.1 million yuan per ton, while tungsten concentrate rose to 464,000 yuan per standard ton. The main contract for Shanghai tin futures surged by 7%, setting a new historical high, which boosted the sector [4] - The quantum technology sector gained momentum due to policy support during the 14th Five-Year Plan, with stocks like Demei Chemical and Keda Guokuan hitting the limit-up. Conversely, the commercial aerospace sector faced significant adjustments due to substantial prior gains and risk warnings from several major stocks [4] Market Outlook - The Shanghai and Shenzhen stock exchanges announced an increase in the minimum margin ratio for financing from 80% to 100%, aimed at reducing market leverage and promoting long-term stability. This adjustment is seen as a mild measure compared to the drastic increase from 50% to 100% in 2015. The regulatory intent is clear: to avoid a "crazy bull" market and instead foster a "slow bull" market. The market adjustment is primarily attributed to profit-taking, with a notable shift in capital allocation. The index is expected to enter a phase of consolidation, while structural opportunities may continue [6]