Hongda New Material(002211)

Search documents
有机硅概念上涨1.92%,6股主力资金净流入超千万元
Zheng Quan Shi Bao Wang· 2025-05-16 10:31
Group 1 - The organic silicon concept rose by 1.92%, ranking 9th among concept sectors, with 28 stocks increasing in value, including Jitai Co., which hit the daily limit, and Yian Technology, Yuanxiang New Materials, and Huami New Materials, which rose by 14.40%, 11.08%, and 10.24% respectively [1] - The top gainers in the organic silicon sector included Yian Technology with a net inflow of 384 million yuan, followed by Zhongqi New Materials, Xingfa Group, and Xin'an Co., with net inflows of 87.99 million yuan, 76.39 million yuan, and 56.08 million yuan respectively [1][2] - The main funds' net inflow rates for Xin'an Co., Xingfa Group, and Yian Technology were 22.24%, 19.35%, and 16.89% respectively, indicating strong investor interest [2] Group 2 - The organic silicon sector saw a net inflow of 602 million yuan today, with 20 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflows [1] - The top stocks by net inflow in the organic silicon sector were Yian Technology, Zhongqi New Materials, and Xingfa Group, with respective net inflows of 384 million yuan, 87.99 million yuan, and 76.39 million yuan [1][2] - The overall market performance showed a mixed trend, with some sectors like PEEK materials gaining 3.40% while others like the horse racing concept declining by 1.41% [1]
ST宏达(002211) - 2024年度股东大会决议的公告
2025-05-15 11:15
证券代码:002211 证券简称:ST宏达 公告编号:2025-029 上海宏达新材料股份有限公司 2024年度股东大会决议的公告 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。 特别提示: 1、本次股东大会未出现否决议案的情形; 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开与出席情况 1、召集人:公司第七届董事会 (2)网络投票时间: 通过深圳证券交易所交易系统进行网络投票的具体时间为:2025 年 5 月 15 日 9:15-9:25,9:30-11:30 和 13:00-15:00; 通过深圳证券交易所互联网投票系统投票的具体时间为:2025年5月15日 9:15至15:00期间任意时间。 股东出席的总体情况: 通过现场和网络投票的股东 194 人,代表股份 131,345,655 股,占公司有表 2、主持人:公司董事长黄俊先生 3、股权登记日:2025年5月8日 4、召开方式:现场投票与网络投票相结合的方式 5、召开时间: (1)现场会议召开时间:2025 年 5 月 15 日(星期四)下午 14:00 开始 6、现场会议召开地点 ...
ST宏达(002211) - 宏达新材2024年度股东大会见证意见
2025-05-15 11:15
德恒上海律师事务所 关于 上海宏达新材料股份有限公司 见证意见 上海市东大名路 501 号上海白玉兰广场办公楼 23 层 电话:021-55989888/55989666 传真:021-5598 9898 邮编:200080 德恒上海律师事务所 关于上海宏达新材料股份有限公司 2024 年年度股东大会之见证意见 2024 年年度股东大会之 德恒上海律师事务所 上海宏达新材料股份有限公司 2024 年年度股东大会之 见证意见 德恒 02G20240113-00005 号 致:上海宏达新材料股份有限公司 德恒上海律师事务所接受上海宏达新材料股份有限公司(以下或称"公司") 的委托,指派本所见证律师列席公司于 2025 年 5 月 15 日下午 14:00 在上海市黄 浦区打浦路 15 号 3603 室召开的 2024 年年度股东大会(以下简称"本次股东大 会"),就召开本次股东大会进行见证并出具本见证意见。 本所见证律师依据本见证意见出具日前已经发生或存在的事实和《中华人民 共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》(以 下简称"《证券法》")、《上市公司股东大会规则》(以下简称"《股东大 ...
基础化工月报:三氯乙烯等价格上行,我国甲醇表观消费量首次突破1亿吨-20250508
Xinda Securities· 2025-05-08 03:40
Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides detailed insights into market performance and trends, indicating a cautious outlook for certain segments [2][11]. Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with various sub-sectors experiencing different levels of performance [11][16]. - The apparent consumption of methanol in China has surpassed 100 million tons for the first time, indicating significant growth in demand [2]. - The report highlights a notable increase in the prices of key chemical products, particularly trichloroethylene, which rose by 16.28% due to supply constraints and strong demand in the refrigerant market [24][25]. Market Overview - Major indices in April 2025 showed declines: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, and ChiNext Index -7.40% [11]. - Among the basic chemical sub-sectors, the rubber and products segment saw a significant decline of 13.52%, while daily chemicals and inorganic salts experienced growth of 8.56% and 4.37%, respectively [16][20]. Product Price Movements - The top ten products with price increases included trichloroethylene (16.28%), ammonium sulfate (12.20%), and H acid (10.96%) [24][30]. - Conversely, the products with the largest price declines included TMA (-28.26%), bromine (-24.14%), and vitamin A (-18.07%) [30][32]. Company Performance - In April 2025, 221 basic chemical companies reported positive returns, while 319 companies experienced negative returns [20]. - The top-performing companies included United Chemical with a 159.09% increase and Hongbaoli with a 104.27% increase in stock price [21][22]. Industry Trends - The report notes that the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan in the first quarter, reflecting a slight decline of 0.4% year-on-year [34]. - Shandong province is focusing on enhancing its chemical industry advantages, with significant growth in the number of large-scale chemical enterprises and revenue generation [34].
基础化工月报:三氯乙烯等价格上行,我国甲醇表观消费量首次突破1亿吨
Xinda Securities· 2025-05-08 03:23
Investment Rating - The report does not explicitly state an investment rating for the chemical industry Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with 12 sub-industries showing growth and 20 experiencing declines [11][16][20] - The apparent consumption of methanol in China has surpassed 100 million tons for the first time [1] Market Overview - Major indices in April 2025 showed the following changes: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, ChiNext Index -7.40%, and North Securities 50 Index +4.72% [11] - The basic chemical sector's performance was mixed, with significant declines in rubber and related products, while daily chemical products and inorganic salts showed positive growth [16][20] Product Price Movements - The top ten products with price increases in April 2025 included Trichloroethylene (+16.28%), Ammonium Sulfate (+12.20%), and H Acid (+10.96%) [24][25] - Trichloroethylene prices rose significantly due to reduced production and strong demand in the refrigerant market [25][26] Sub-Industry Performance - Among the basic chemical sub-industries, the top five performers were daily chemicals (+8.56%), inorganic salts (+4.37%), and fluorochemicals (+3.46%), while polyurethane and tires saw the largest declines of -17.59% and -14.68%, respectively [16][19] - In April 2025, 221 companies in the basic chemical sector reported positive returns, while 319 reported negative returns [20] Company Performance - The top ten companies by monthly growth included United Chemical (+159.09%), Hongbaoli (+104.27%), and Zhongxin Fluorine Materials (+65.92%) [21][22] - Conversely, the bottom ten companies included Hunan YN (-22.18%), Dingjide (-22.54%), and Hengxing New Materials (-23.21%) [23][24] Industry News - In the first quarter of 2025, the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan, a slight decrease of 0.4% year-on-year [32] - Shandong province continues to enhance its chemical industry advantages, with 3,682 large-scale chemical enterprises and a revenue of 2.86 trillion yuan by the end of 2024 [32]
化工行业周报2025年5月第1周:活性染料、PTA价格涨幅居前,建议关注机器人相关化工材料-20250506
CMS· 2025-05-06 06:02
Investment Rating - The report maintains a recommendation for the chemical industry, indicating a positive outlook for the sector [6]. Core Viewpoints - The report highlights the significant price increases in active dyes (+10%) and PTA (+3.17%), suggesting potential investment opportunities in companies related to these products [4][20]. - It recommends focusing on companies like Huaitong Co., which is expected to benefit from the application of modified plastics in the robotics sector, and Runtong Co., which may gain from the rising prices of active dyes [5]. Industry Performance - In the first week of May, the chemical sector (Shenwan) experienced a decline of 0.50%, slightly underperforming the Shanghai A-share index, which fell by 0.49% [2][12]. - The dynamic PE ratio for the chemical sector stands at 24.05, which is lower than the average PE of 11.90 since 2015 [2][12]. Sub-industry Trends - Among the 15 sub-industries, five saw increases, with daily chemical products leading at +8.85%, while five sub-industries experienced declines, with synthetic leather dropping by -8.89% [3][15]. Price and Spread Trends - The report lists the top five products with the highest weekly price increases: active dyes (+10%), PTA (+3.17%), and butadiene (+2.86%) [4][20]. - The report also notes significant changes in price spreads, with the melamine spread increasing by +73.47% and the PTA spread by +39.52% [4][36]. Inventory Changes - Key products with notable inventory changes include potassium chloride (-17.88%) and epoxy propane (-8.96%), indicating shifts in supply dynamics [5][56].
ST宏达(002211) - 股票交易异常波动的公告
2025-04-29 10:45
证券代码:002211 证券简称:ST 宏达 公告编号:2025-028 上海宏达新材料股份有限公司 股票交易异常波动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,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 上海宏达新材料股份有限公司(以下简称"公司")股票(证券简称:ST 宏达,股票代码:002211)交易价格连续 3 个交易日(2025 年 4 月 25 日、2025 年 4 月 28 日、2025 年 4 月 29 日)收盘价格跌幅偏离值累计超过 12%,根据深圳 证券交易所的相关规定,属于股票交易异常波动的情况。 二、关注、核实情况说明 根据相关规定,公司与董事会、公司控股股东及实际控制人就相关问题进行 了必要核实,现对有关核实情况说明如下: 1、前期披露的信息不存在需要更正、补充之处。 2、经核实,控股股东和实际控制人不存在关于本公司的应披露而未披露的 重大事项,或处于筹划阶段的重大事项。 3、经查询中国证券登记结算有限责任公司持股 5%以上股东每日持股变化明 细,公司控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的 情形。 4、公司未发现近 ...
新股发行及今日交易提示-20250428





HWABAO SECURITIES· 2025-04-28 06:25
New Stock Issuance - Tian Gong Co., Ltd. issued shares at a price of 3.94[1] - Ze Run New Energy issued shares at a price of 33.06[1] Rights Issues and Trading Alerts - ST Xin Chao has a tender offer period from April 8, 2025, to May 7, 2025[1] - The second tender offer period for ST Xin Chao is from April 23, 2025, to May 22, 2025[1] - The last trading day for Pu Li Tui is in 14 trading days[1] - The last trading day for Pu Li Zhuang Tui is also in 14 trading days[1] Abnormal Fluctuations - Multiple stocks are flagged for severe abnormal fluctuations, including Dongfang Tong and Ningbo United[1] - A total of 14 stocks are noted for significant price volatility, with specific links to their announcements provided[1] Additional Trading Information - Various stocks have upcoming announcements and trading alerts, including ST Hua Peng and Bei Ding Co., Ltd.[1] - The report includes links to detailed announcements for each stock mentioned, ensuring transparency and accessibility for investors[1]
新股上市内地市场权益提示
HWABAO SECURITIES· 2025-04-25 07:36
New Stock Listings - The new stock "Zhongjie Automobile" (code: 301560) is listed at an issuance price of 16.50[1] Rights Issues and Offers - Cash option for "AVIC Capital" (code: 600705) is available from April 23 to April 25, 2025[1] - Tender offer for "ST Xinchao" (code: 600777) is open from April 23 to May 22, 2025[1] - "ST Puli" (code: 300630) will enter the delisting arrangement period starting April 28, 2025[1] Market Alerts - "Guoguang Chain" (code: 605188) has reported severe abnormal fluctuations[1] - "Dongfang Tong" (code: 300379) also reported severe abnormal fluctuations[1] Other Announcements - "Huili B" (code: 900939) has a recent announcement linked to its trading activities[1] - "Zhejiang Rongtai" (code: 603119) has a recent announcement linked to its trading activities[1] - "ST Jiuyou" (code: 600462) has a recent announcement linked to its trading activities[1]
宏达新材(002211) - 年度股东大会通知
2025-04-23 13:21
证券代码:002211 证券简称:ST 宏达 公告编号:2025-025 上海宏达新材料股份有限公司 关于召开2024年度股东大会通知 (1)现场会议召开时间:2025 年 5 月 15 日(星期四)下午 14:00 开始 (2)网络投票时间: 通过深圳证券交易所交易系统进行网络投票的具体时间为:2025 年 5 月 15 日 9:15-9:25,9:30-11:30 和 13:00-15:00; 通过深圳证券交易所互联网投票系统投票的具体时间为:2025 年 5 月 15 日 9:15 至 2025 年 5 月 15 日 15:00 期间任意时间。 5、会议召开方式: 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、召开会议的基本情况 1、股东大会届次:本次股东大会是公司 2024 年度股东大会。 2、召集人:本公司董事会,经公司第七届董事会第四次会议审议同意召开本 次股东大会。 3、会议召开的合法、合规性:本次会议召开有关事项经第七届董事会第四 次会议审议通过,符合有关法律、行政法规、部门规章、规范性文件和公司章程 的规定。 4、会议召开的日期、时间: ...