| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300699 | 光威复材 | | 12.02 | 325亿 | 14.57 | | 002471 | 中超控股 | 1 | 10.06 | 94.31 乙 | 152.38 | | 603017 | 中衡设计 | | 10.04 | 32.09亿 | 47.49 | | 603278 | 大业股份 | 设 | 10.00 | 48.12 乙 | 85.51 | | 688066 | 航天宏图 | 长 | 9.75 | 85.25 Z | 59.95 | | 688629 | 华丰科技 | 1 | 9.53 | 491亿 | 217.74 | | 688295 | 中复神鹰 | 1 | 8.95 | 307亿 | 71.00 | | 603936 | 博敏电子 | 张 | 8.75 | 80.69亿 | 52.02 | | 002361 | 神剑股份 | 1 | 8.20 | 136亿 | 163.53 | | 002465 | 海格通信 | 1 | 7. ...

Core Viewpoint - The carbon fiber sector is experiencing significant activity, driven by price increases from global leaders and rising demand in various industries, including low-altitude economy, wind power, and robotics [1][4]. Group 1: Market Performance - Carbon fiber stocks are showing strong performance, with He Shun Technology reaching a 20% limit up, and other companies like Jilin Carbon Valley and Guangwei Composite Materials rising over 10% [1][2]. - The price changes for key stocks include: - He Shun Technology: 58.34, up 19.99% - Jilin Carbon Valley: 17.16, up 15.95% - Guangwei Composite Materials: 39.31, up 12.73% - Shenjian Co.: 14.49, up 10.02% - Jilin Chemical Fiber: 4.65, up 9.93% [2]. Group 2: Price Increases and Industry Dynamics - Toray Industries announced a price increase of 10% to 20% for its TORAYCA brand carbon fiber and related products starting January 2026 [3]. - Jilin Chemical Fiber will also raise prices for its wet method 12TK and 3K carbon fibers by 5,000 and 10,000 yuan per ton, respectively, effective January 1, 2026 [3]. - Mitsubishi Chemical plans to expand high-performance carbon fiber production capacity in Japan and the U.S. for sports, leisure, and aerospace applications [3]. Group 3: Sector Analysis - The carbon fiber production sector is expected to benefit from improved pricing conditions due to price hikes from global leaders and increased demand from low-altitude economy and wind power sectors [4]. - The carbon fiber composite materials sector, which includes prepregs, fabrics, and laminates, is poised for growth as raw material prices stabilize and demand increases [4]. - The downstream application sectors, including eVTOL, drones, and lightweight robotic arms, are experiencing strong demand for carbon fiber, which will enhance product competitiveness and market expansion [4].

商业航天板块再度活跃，斯瑞新材、超捷股份、通宇通讯盘中创新高，神剑股份8连板，大业股份4连 板，泰尔股份3连板，中超控股2连板，中衡设计涨停，光威复材涨超15%，华丰科技、航天发展、航天 宏图、苏州高新、中简科技跟涨。 ...

早盘商业航天概念延续强势 鲁信创投4连板，中超控股4天3板，神剑股份、泰尔股份触及涨停，航天发 展、航天宏图等跟涨。 ...

Core Insights - The thermosetting powder coating market is dominated by thermosetting powder coatings, which are expected to account for over 98% of sales in 2024, while thermoplastic powder coatings have a relatively narrow application scope [1][6] Group 1: Market Overview - The sales volume of thermosetting powder coatings in China is projected to reach approximately 2.65 million tons in 2024, reflecting a year-on-year growth of 6.6% [1][6] - The market size for thermosetting powder coatings in China is expected to reach 48.76 billion yuan in 2024, with a year-on-year increase of 1.7%, primarily due to a decline in product prices [1][9] - The industry is still in a growth phase, but the era of extensive growth has largely ended [1][6] Group 2: Product Structure - In 2024, the composition of thermosetting powder coatings by resin type is as follows: pure epoxy powder coatings (19.2%), epoxy/polyester hybrid powder coatings (20.5%), polyester/TGIC powder coatings (35.1%), and polyester/HAA powder coatings (24.3%) [1][8] - The shift in product composition is mainly influenced by cost factors, with pure polyester systems increasingly replacing other conventional systems [1][8] Group 3: Application Structure - The application distribution of thermosetting powder coatings in 2024 is as follows: building materials (including HVAC) 27.2%, general industrial coatings 22.3%, household appliances 18.8%, functional coatings (anti-corrosion) 9.5%, agricultural machinery and automotive 9.4%, furniture 8.9%, and 3C products 3.9% [1][9] Group 4: Industry Competition - The thermosetting powder coating market is characterized by intense competition and low industry concentration, primarily due to low entry barriers and a large number of small and medium-sized enterprises [1][10] - Leading companies such as AkzoNobel, PPG, and Wan'an Industrial leverage their advantages in capital, technology, brand, resources, and services to expand market share [1][10] - Second-tier companies like Aigema New Materials and Huacai New Materials are also accelerating their growth and building competitive advantages [1][10] Group 5: Future Trends - The thermosetting powder coating industry is expected to evolve towards low-temperature curing, thin coating technology, high decorative properties, and multifunctionality [1][11] - The market is anticipated to see increased penetration in emerging fields such as renewable energy and 5G communication [1][11] - The industry is undergoing a significant transformation, facing challenges such as overcapacity and price wars, which may lead to a market reshuffle and increased concentration [1][11]

登录新浪财经APP 搜索【信披】查看更多考评等级 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、误导性陈述或者重大遗 漏。 2、公司未发现近期其他公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信 息； 3、公司目前经营情况及内外部经营环境未发生重大变化； 4、在股票交易异常波动期间，公司控股股东及实际控制人不存在关于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，亦不存在买卖公司股票的情形； 5、公司不存在违反信息公平披露的情形。 三、不存在应披露而未披露信息的说明 一、股票交易异常波动的情况 安徽神剑新材料股份有限公司（以下简称"公司"）（证券简称：神剑股份,证券代码：002361）股票价 格于2025年12月25日、26日连续2个交易日收盘价格涨幅偏离值累计超过20%。根据深圳证券交易所相 关规定，属于股票交易异常波动的情况。 二、关注并核实情况的说明 针对公司股票交易异常波动情况，公司通过自查及书面函询等方式，对公司控股股东、实际控制人及公 司董事、高级管理人员等就相关事项进行了核实，具体情况如下： 1、公司前期披露的信息不存在需要更正、补充之处； ...

Core Viewpoint - Several stocks have issued announcements regarding abnormal trading fluctuations, indicating potential risks associated with their recent price movements [1][2][3]. Group 1: Stock Announcements - Victory Energy (001331) has announced that its stock price has significantly deviated from its fundamentals, indicating a risk of rapid decline if prices continue to rise. The company may apply for a trading suspension for verification if prices increase further [1][2]. - Jia Mei Packaging (002969) has also reported that its stock price has severely diverged from its fundamentals, warning investors of potential risks and the possibility of applying for a trading suspension if prices rise abnormally [1][3]. - Zhejiang Shibao (002703), Shenjian Co. (002361), Hainan Development (002163), and Tongyu Communication (002792) have all issued announcements stating that their internal and external operating environments have not changed significantly, and there are no undisclosed major matters [1][4][5]. Group 2: Company Operations - Victory Energy's main business remains the procurement, transportation, and sales of liquefied natural gas, with no significant changes reported. The company has signed a share transfer agreement with its controlling shareholder, and there are no plans for asset restructuring or major business changes in the next 12 months [2]. - Jia Mei Packaging continues to focus on the research, design, production, and sales of food and beverage packaging containers, with no major changes in its operations. The company has also signed a share transfer agreement with its controlling shareholder, with no plans for significant adjustments in the next 12 months [3]. - Aerospace Development (000547) reported that its subsidiary, Aerospace Tianmu (Chongqing) Satellite Technology Co., primarily engages in commercial low-orbit satellite operations and data application services, contributing less than 1% to the company's total revenue for the first three quarters of 2025 [6].

证券日报网讯 12月28日，神剑股份发布公告称，公司2025年12月25日、26日连续2个交易日收盘价格涨 幅偏离值累计超20%，属异常波动。公司自查及函询控股股东、实控人、董高后确认：前期信披无需更 正补充，无未公开重大信息，经营环境未变，控股股东及实控人未买卖股票，无应披露未披露事项。 （编辑 王江浩） ...

神剑股份公告称，公司股票于2025年12月25日、26日连续2个交易日收盘价格涨幅偏离值累计超20%， 属异常波动。经自查及函询，公司前期披露信息无需更正补充，未发现公共媒体报道可能影响股价的未 公开重大信息，经营及内外部环境未变，控股股东及实控人无应披露未披露重大事项，也无买卖公司股 票情形，不存在违反信息公平披露情况。公司提醒投资者理性投资，注意风险。 ...

证券代码：002361 证券简称：神剑股份 公告编号：2025－042 安徽神剑新材料股份有限公司 股票交易异常波动的公告 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、误导性陈述或者重大遗漏。 一、股票交易异常波动的情况 安徽神剑新材料股份有限公司（以下简称"公司"）（证券简称：神剑股份, 证券代码：002361）股票价格于2025年12月25日、26日连续2个交易日收盘价格 涨幅偏离值累计超过20%。根据深圳证券交易所相关规定，属于股票交易异常波 动的情况。 二、关注并核实情况的说明 针对公司股票交易异常波动情况，公司通过自查及书面函询等方式，对公司 控股股东、实际控制人及公司董事、高级管理人员等就相关事项进行了核实，具 体情况如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期其他公共媒体报道了可能或已经对公司股票交易价格产 生较大影响的未公开重大信息； 3、公司目前经营情况及内外部经营环境未发生重大变化； 5、公司不存在违反信息公平披露的情形。 三、不存在应披露而未披露信息的说明 公司董事会确认，除在指定媒体上已公开披露的信息外，公司目前没有任何 根据 ...