数据来源：国家统计局，智研咨询整理 上市公司：吉林化纤（000420），恒天海龙（000677），美达股份（000782），华西股份（000936）， 新乡化纤（000949），华峰化学（002064），海利得（002206），泰和新材（002254），尤夫股份 （002427），优彩资源（002998），蒙泰高新（300876），宝丽迪（300905），汇隆新材（301057）， 皖维高新（600063），三房巷（600370），神马股份（600810），南京化纤（600889） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国化学纤维行业市场运行现状及投资前景分析报告》 根据国家统计局数据可知：2025年10月全国化学纤维制造业出口货值为53亿元，同比下降8.2%；2025 年1-10月全国化学纤维制造业累计出口货值为584.4亿元，累计同比增长3.8 ...

化工板块今日（12月5日）震荡盘整，截至发稿，反映化工板块整体走势的化工ETF（516020）场内价 格涨0.13%。 成份股方面，农药、钾肥、聚氨酯等板块部分个股涨幅居前。截至发稿，扬农化工、亚钾国际双双大涨 超2%，鲁西化工、万华化学、华峰化学等多股跟涨超1%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 · | | | | | | F9 盘箱盘后 婴加 九50 面迁 工具 @ 00 | | 4. TETF 1 | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 516020(化工ETF) 10:18 价 0.791 温康 0.001(0.13%) 均价 0.791 版交量 98 (OPV 0.7914 ) | | | | | | | +0.001 +0.139 | | | | | | | | | | | | SSE CNY 10:18:44 交易中 | | 0 / 8 + | | 0.732 | | | | | | | | ...

股票代码：002064 股票简称：华峰化学 编号：2025-007 | 投资者关系活动类 | √特定对象调研 □分析师会议 | | | --- | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | 参与单位名称及人 | 申万宏源、华夏基金、中信保诚、长城基金、平安养老、 | | | 员姓名 | 安信基金、招商基金、富国基金、华泰保险、招商理财、 | | | | 国泰基金、华安基金、招银理财、易方达、汇添富、兴 | | | | 全基金、国寿安保、睿远基金、中银基金、国泰资管、 | | | | 嘉实基金、高毅资产、银叶投资、三花控股 | | | 时间 | 2025 年 月 4 日 | 12 | | 地点 | 公司会议室 | | | 上市公司接待人员 | 常务副总经理 于志立、董事会秘书 李亿伦 | | | 姓名 | 证券事务专员 朱格纬 | | | | 1.公司氨纶最新产能投产后较之前投放的产能成本会下 降多少？ | | | | 答：从单吨投资额角度来说新产能较之前低， ...

成份股方面，钾肥、锂电、石化等板块部分个股涨幅居前。截至收盘，杭氧股份飙涨5.56%，亚钾国际 大涨4.37%，恒逸石化、藏格矿业、华峰化学等多股跟涨超2%。 化工板块今日（12月3日）逆市上涨！反映化工板块整体走势的化工ETF（516020）多数时间红盘震 荡，盘中场内价格最高涨幅达到1.39%，午后略有回落，截至收盘，逆市涨0.38%。 | 证券简称 | 库号 证券代码 | 区间涨跌幅 | | | --- | --- | --- | --- | | | | [区间首日] 2025-01-01 | | | | | [区间尾日] 2025-12-03 | | | | | [単位] % | | | :: 1 000813.CSI 细分化工 | | | 28.1279 | | ::: | 2 000001.SH 上证指数 | | 15.7003 | | ::: | 3 000300.SH 沪深300 | | 15.1500 | 注：统计区间为2025年1月1日至2025年12月3日，细分化工指数近5个完整年度的涨跌幅为：2020年， 51.68%；2021年，15.72%；2022年，-26.87%；2023年， ...

Market Overview - The chemical fiber sector experienced a decline of 0.43% on December 2, with Huafeng Chemical leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Notable gainers in the chemical fiber sector included: - Laiding Co., Ltd. (601113) with a closing price of 4.76, up 5.08% and a trading volume of 971,000 shares, totaling 462 million yuan [1] - Anhui Wuwei High-tech (600063) closed at 6.09, up 1.84% with a trading volume of 426,400 shares, totaling 260 million yuan [1] - New Fengming (603225) closed at 17.43, up 1.57% with a trading volume of 117,700 shares, totaling 206 million yuan [1] - Major decliners included: - Huafeng Chemical (002064) closed at 9.19, down 2.65% with a trading volume of 280,500 shares, totaling 259 million yuan [2] - Baolidi (300905) closed at 31.39, down 2.06% with a trading volume of 25,600 shares, totaling 80.74 million yuan [2] - Zhongfu Shenying (688295) closed at 25.06, down 1.57% with a trading volume of 19,600 shares, totaling 49.28 million yuan [2] Capital Flow - The chemical fiber sector saw a net outflow of 6.61 million yuan from institutional investors, while retail investors contributed a net inflow of 16.96 million yuan [2] - Detailed capital flow for selected stocks showed: - Anhui Wuwei High-tech (600063) had a net inflow of 31.28 million yuan from institutional investors [3] - Laiding Co., Ltd. (601113) experienced a net inflow of 25.42 million yuan from institutional investors [3] - Hailede (002206) had a net inflow of 15.62 million yuan from institutional investors [3]

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]

Market Overview - The chemical fiber sector increased by 1.08% on November 27, with Huilong New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Huilong New Materials (301057) closed at 29.65, up 7.86% with a trading volume of 59,100 shares and a transaction value of 174 million [1] - New Fengming (603225) closed at 17.28, up 5.75% with a trading volume of 196,100 shares and a transaction value of 333 million [1] - Xinxiang Chemical Fiber (000949) closed at 4.58, up 2.92% with a trading volume of 536,400 shares and a transaction value of 244 million [1] - Other notable stocks include: - Caidi Industrial (603073) up 2.23% - Budweiser (601113) up 2.06% - Hengshen New Materials (000782) up 1.93% [1] Capital Flow - The chemical fiber sector saw a net inflow of 22.07 million from institutional investors, while retail investors experienced a net inflow of 1.61 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors showing more confidence compared to retail investors [2] Individual Stock Capital Flow - Xinxiang Chemical Fiber had a net inflow of 39.34 million from institutional investors, while it faced a net outflow of 20.51 million from speculative funds [3] - Huilong New Materials experienced a net inflow of 16.84 million from institutional investors, with a net outflow of 7.09 million from speculative funds [3] - New Fengming had a net inflow of 9.51 million from institutional investors, but a net outflow of 19.19 million from retail investors [3]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Views - The chemical industry is expected to benefit from the ongoing "anti-involution" measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift is anticipated to enhance cash flow and dividend yields for companies in the sector, transforming them from cash-consuming entities to cash-generating ones [7][27] - The report highlights the potential for domestic substitutes for Japanese semiconductor materials due to rising tensions in Sino-Japanese relations, which could accelerate the domestic market's growth in this area [6] Summary by Sections Recent Trends - The chemical industry has shown a relative performance increase of 16.1% over the past 12 months, outperforming the CSI 300 index, which increased by 11.6% [4] Key Price Movements - DMC (Dimethyl Carbonate) prices rose to 4400 CNY/ton, up 14.29% week-on-week, driven by strong demand from the electrolyte sector [14] - Lithium battery electrolyte prices increased to 27000 CNY/ton, up 8.00% week-on-week, although profit margins for manufacturers are under pressure due to rising raw material costs [14] - Diammonium phosphate prices in East China reached 3850 CNY/ton, up 5.48% week-on-week, amid rising production costs [14] Investment Opportunities - The report identifies four key opportunities in the chemical sector: 1. Low-cost expansion, focusing on companies like Wanhua Chemical and Hualu Hengsheng [9] 2. Improved industry conditions, particularly in chromium salts and phosphate rock [10] 3. New materials with high growth potential, such as electronic chemicals and aerospace materials [11] 4. High dividend yields from state-owned enterprises in the chemical sector, including China Petroleum and China National Chemical [11] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for several firms in the chemical sector, with many rated as "Buy" [28]

证券代码：002064 证券简称：华峰化学 公告编号：2025-058 华峰化学股份有限公司董事会 2025 年 11 月 21 日 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、基本情况 华峰化学股份有限公司（以下简称"公司"）控股子公司华峰重庆氨纶有限 公司（以下简称"重庆氨纶"）建设的非公开发行募投项目年产 25 万吨差别化 氨纶扩建项目（原"年产 30 万吨差别化氨纶扩建项目"，以下简称"项目"或 "该项目"）的部分产能已建设完成，其中 10 万吨于 2024 年正式投产，近期 7.5 万吨产能已陆续建设完成并投入运行，剩余 7.5 万吨产能尚在建设中，预计 在 2026 年 12 月底前陆续建设完成并投入运行。具体内容详见公司刊登在 2024 年 12 月 28 日、2024 年 7 月 22 日、2023 年 4 月 26 日、2021 年 8 月 28 日、2021 年 1 月 26 日《证券时报》《中国证券报》《上海证券报》和巨潮资讯网 (www.cninfo.com.cn)上的《关于募投项目部分调整的公告》《关于募投项目部分 达产的公告 ...

Market Overview - The chemical fiber sector experienced a decline of 4.39% on November 21, with Xinxiang Chemical Fiber leading the drop at -8.59% [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Xinxiang Chemical Fiber (000949) closed at 4.47, down 8.59% with a trading volume of 864,000 shares and a turnover of 394 million yuan [1] - Huylon New Materials (301057) closed at 28.15, down 8.49% with a trading volume of 45,600 shares and a turnover of 134 million yuan [1] - Anhui Wuwei High-tech (600063) closed at 5.91, down 8.09% with a trading volume of 1,115,500 shares and a turnover of 674 million yuan [1] - Other notable declines include Hengshen New Materials (000782) at -8.01% and Youcai Resources (002998) at -6.19% [1] Capital Flow Analysis - The chemical fiber sector saw a net outflow of 236 million yuan from institutional investors, while retail investors contributed a net inflow of 103 million yuan [1] - Notable stocks with significant capital flow include Huafeng Chemical (002064) with a net inflow of 969,650 yuan from institutional investors and a net outflow of 1,443,110 yuan from speculative investors [2] - Montai High-tech (300876) had a net inflow of 878,290 yuan from institutional investors, while retail investors experienced a net outflow of 1,208,480 yuan [2]