人民财讯1月7日电，普利特（002324）日前在机构调研时表示，公司已在2025年4月为国内某头部客户 的低轨卫星供应了LCP纤维材料，应用在卫星柔性太阳翼中间核心层。公司的LCP纤维将有望受益于商 业航天产业中卫星通信和太空算力的快速发展带来的市场机遇。随着市场对柔性太阳翼的需求不断扩 大，公司LCP纤维订单也将快速增长。 ...

人民财讯1月7日电，普利特日前在机构调研时表示，公司的LCP薄膜产品凭借其极低吸水率、优异的高 频传输性能、同时生物相容性较好，适合作为脑机接口的柔性电极材料使用。随着脑机接口产业技术的 不断成熟和商业化进程加速，公司看好LCP薄膜产品在浸入式和非浸入式脑机接口领域的未来应用市 场。LCP薄膜技术壁垒极高，全球仅有三家企业具备大规模化量产能力，普利特是国内唯一实现该技术 突破的企业。目前，公司已与海外客户关于公司LCP薄膜在脑机接口领域的应用进行了共同开发以及验 证工作，目前正在进行临床试验工作，进展顺利。国内相关行业客户公司目前也正在积极对接中。 ...

Core Viewpoint - The A-share market experienced a slight increase with the Shanghai Composite Index recording a 14-day consecutive rise, driven by strong performance in the semiconductor materials sector, particularly photoresists and other key materials [1] Industry Summary - The rapid development in AI and related fields is driving an increase in demand for materials, highlighting the growing importance of self-sufficiency in key materials [1] - The global semiconductor materials market is expected to exceed $87 billion by 2029, with a compound annual growth rate (CAGR) of 4.5% from 2024 to 2029 [1] - Chinese companies are steadily expanding their production capacity and technological development in various critical semiconductor materials, including CMP polishing materials, photoresists, precursors, electronic specialty gases, and advanced packaging materials [1] - There is an expectation for gradual growth in scale and technological iteration, with the domestic production rate of semiconductor materials likely to continue increasing [1]

Group 1: LCP Business Developments - The company has begun mass production of LCP film products for leading clients in the consumer electronics sector, marking a significant breakthrough in domestic applications from 0 to 1 in mobile terminal devices [1] - LCP film products are suitable for use as flexible electrode materials in brain-computer interfaces due to their low water absorption, excellent high-frequency transmission performance, and good biocompatibility [1][2] - The company is the only domestic enterprise capable of large-scale production of LCP films, with ongoing clinical trials and collaborations with overseas clients in the brain-computer interface field [2] Group 2: Modified Materials Production - Current production capacity for modified materials stands at 550,000 tons, with an additional 150,000 tons expected to come online in Q1 2026, raising total capacity to 700,000 tons [3] - The company is expanding its market share in modified materials, focusing on sectors such as energy storage systems, home appliances, power tools, and robotics [3] Group 3: Commercial Aerospace and New Energy Progress - The company supplied LCP fiber materials for a low-orbit satellite's flexible solar wing core layer in April 2025, positioning itself to benefit from the growing demand in the commercial aerospace sector [4] - The sodium-ion battery has achieved mass production and is leading in sales within the industry, with applications in energy storage, start-stop power, and data centers [6] - The company is set to increase sodium-ion battery production capacity in Q3 2026, enhancing its ability to fulfill customer orders and solidifying its market position [6]

Market Overview - A-shares experienced narrow fluctuations on January 7, with the Shanghai Composite Index rising by 0.05%, the Shenzhen Component Index by 0.06%, the ChiNext Index by 0.31%, and the STAR Market Index by 1.53% [1][2]. Sector Performance - The semiconductor industry chain showed strength, with photolithography machines and memory sectors leading the gains. Active sectors included rare earths, CPO, innovative pharmaceuticals, and short drama gaming themes. Conversely, digital currency and cross-border payment sectors adjusted, while brokerage and oil & gas sectors saw significant declines [2][6]. Individual Stock Highlights - Notable stocks in the photolithography and photolithography adhesive sectors included: - Jiasian Co. (+25.68%) - Gaomeng New Materials (+20.03%) - Huarong Chemical (+20.03%) - Nanda Optoelectronics (+20.00%) - Xinyuan Micro (+20.00%) [3][4]. - The coal sector experienced a collective surge, with stocks such as Dayou Energy, Antai Group, and Shaanxi Black Cat hitting the daily limit [4]. Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, with nearly 3,200 stocks declining [4][6]. Capital Flow - Main capital inflows were observed in coal, electric grid equipment, and semiconductor sectors, while outflows were noted in computer, consumer electronics, and securities sectors [6][7]. Institutional Insights - Dongfang Securities noted that the market opened positively, with a favorable outlook for technology growth stages. - CICC highlighted an improvement in market risk appetite, suggesting that the spring market trend may continue. - China Merchants Securities indicated that A-shares are likely to maintain an upward trend, with a high probability of continuing the spring offensive [8].

Group 1 - The photolithography (photoresist) sector leads the market with an increase of 2.34% [1] - Among the companies, Pritchard saw a rise of 10.03%, Tongcheng New Materials increased by 10.0%, and Guofeng New Materials rose by 9.99% [1] - Other companies such as Nanda Optoelectronics, Hengkong New Materials, and Anji Technology experienced gains exceeding 7% [1]

Group 1 - The photoresist sector continues to rise, with Yake Technology hitting the daily limit, and Guofeng New Materials, Gaomeng New Materials, and Pulit previously reaching their limits [1] - Andar Intelligent and Rongda Photosensitive both increased by over 10%, while Xinlai Materials and Guangxin Materials also saw gains [1]

Group 1 - The A-share market saw a collective surge in photolithography machine concept stocks, with notable gains from companies such as Gaomeng New Materials approaching a 20% limit up, and Xinyuan Micro rising nearly 18% [1] - Other companies that experienced significant increases include Jiaxian Co. with over 15%, Anji Technology with over 12%, and Nanda Optoelectronics with over 11% [1] - The overnight performance of ASML, a leading company in the photolithography machine sector, reached a historical high in the US stock market, contributing to the positive sentiment in the A-share market [1] Group 2 - Specific stock performance data includes: - Gaomeng New Materials (19.79% increase, total market value of 62.62 billion) - Xinyuan Micro (17.91% increase, market value of 378 billion) - Jiaxian Co. (15.23% increase, market value of 26.02 billion) - Anji Technology (12.66% increase, market value of 445 billion) - Nanda Optoelectronics (11.61% increase, market value of 355 billion) - Dinglong Co. (10.33% increase, market value of 421 billion) [2] - Other notable stocks include: - Pulit (10.03% increase, market value of 237 billion) - Tongcheng New Materials (10% increase, market value of 318 billion) - Guofeng New Materials (9.99% increase, market value of 111 billion) - Changqing Technology (9.98% increase, market value of 75.87 billion) [2] - The MACD golden cross signal formation indicates a strong upward trend for these stocks [2]

Core Viewpoint - The A-share market saw a significant surge in photolithography machine concept stocks, driven by the record high of ASML, a leading company in the sector in the US stock market [1] Group 1: Stock Performance - Gaomeng New Materials approached a 20% limit up with a rise of 19.79%, reaching a market capitalization of 6.262 billion [2] - Xinyuan Microelectronics increased by nearly 18% with a market cap of 37.8 billion [2] - Jiaxian Co. rose over 15% with a market value of 2.602 billion [2] - Anji Technology saw an increase of over 12% with a market cap of 44.5 billion [2] - Nanda Optoelectronics rose by over 11% with a market capitalization of 35.5 billion [2] - Dinglong Co. increased by over 10% with a market cap of 42.1 billion [2] - Other notable stocks include Pulit, Tongcheng New Materials, Guofeng New Materials, and Changqing Technology, all hitting the 10% limit up [1] Group 2: Year-to-Date Performance - Gaomeng New Materials has a year-to-date increase of 24.08% [2] - Xinyuan Microelectronics has risen 26.23% year-to-date [2] - Jiaxian Co. has a year-to-date increase of 5.94% [2] - Anji Technology has seen a 21.09% increase year-to-date [2] - Nanda Optoelectronics has a year-to-date rise of 19.65% [2] - Dinglong Co. has increased by 18.22% year-to-date [2] - Pulit has a year-to-date increase of 33.15% [2] - Other companies like Tongcheng New Materials and Guofeng New Materials have also shown significant year-to-date performance [2]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.06 | 10.01 | 3.49 | 3678.98 | | 2026.01.05 | 10.01 | 10.09 | 7002.32 | | 2025.12.31 | 2.37 | 5.06 | -1854.12 | | 2025.12.30 | 1.30 | 6.15 | -6761.06 | | 2025.12.29 | 4.12 | 7.95 | -8987.99 | | 2025.12.26 | 1.16 | 5.69 | -3264.67 | | 2025.12.25 | 1.53 | 7.93 | -3292.37 | | 2025.12.24 | 9.99 | 3.67 | 11027.13 | | 2025.12.23 | 3.07 | 2.61 | 1044.34 | | 2025.12.22 | 0.95 | 0.93 | -90.48 | 证券时报·数据宝统计，两融数据来看，该股最新（1月6日）两融余额为4.50亿元， ...