格隆汇10月22日｜A股市场化工原料股普跌，其中，博苑股份跌超12%，澄星股份跌超8%，海科新源、 多氟多跌超6%，光华科技跌超4%，凯盛新材跌超3%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅%↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301617 | 博苑股份 | ﮨﮯ | -12.63 | 118亿 | 127.50 | | 600078 | 澄星股份 | 1 | -8.56 | 60.71 乙 | 54.66 | | 301292 | 海科新源 | 1 | -6.45 | 61.05亿 | 109.48 | | 002407 | 多氟多 | 1 | -6.09 | 235亿 | 67.08 | | 002741 | 光华科技 | ग्री | -4.04 | 95.00亿 | 23.67 | | 301069 | 凯盛新材 | ب | -3.29 | 98.77亿 | 58.92 | | 603979 | 金诚信 | | -2.91 | 39865 | 77.42 | | 301118 | ...

（文章来源：每日经济新闻） 每经AI快讯，10月22日，固态电池指数盘中震荡下挫，日跌幅达2.01%，成分股多数走弱。其中，多氟 多领跌板块，跌幅达7.18%，海科新源、天赐材料分别下跌5.70%、5.40%，石大胜华、容百科技等个股 跌幅均超4%。 ...

每经AI快讯，10月22日，锂电电解液指数盘中下跌2.05%。成分股中，多氟多下跌3.19%，海科新源下 跌2.42%，华盛锂电下跌2.40%，奥克股份下跌1.78%，石大胜华下跌1.67%。 （文章来源：每日经济新闻） ...

New Stock Offerings - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] - The latest announcements for various stocks include BoRui Pharmaceutical (688166) and Nanxin Pharmaceutical (688189) on October 10, 2025[1] - Significant abnormal fluctuations were reported for Nanxin Pharmaceutical (688189) on October 10, 2025[1] Trading Alerts - A total of 30 stocks have trading alerts issued on October 20, 2025, including Anlikang (002940) and ST Baoying (002047)[1] - The trading alerts cover various sectors, indicating potential volatility in the market[1] - The latest announcements for stocks such as YD Holdings (000626) and ST Nanzhi (002305) were made on October 20, 2025[1]

Investment Rating - The report suggests a focus on the lithium hexafluorophosphate sector due to rising prices of related products [4]. Core Insights - The chemical sector experienced a decline of 3.95% in the third week of October, underperforming the Shanghai Composite Index by 2.80 percentage points [10]. - The dynamic PE for the chemical sector is 24.75 times, which is significantly higher than the average PE of 9.73 times since 2015 [10]. - The report highlights significant price increases for sulfuric acid (+6.21%) and hydrogen peroxide (+6.04%), while liquid chlorine saw a dramatic rise of +176.79% [3][17]. - The report indicates that only one sub-industry, daily chemical products, saw an increase (+0.51%), while 31 sub-industries declined, with fiberglass experiencing the largest drop (-10.12%) [2][14]. Industry Performance - The top five stocks in the chemical sector for the week included Chengxing Co. (+25.12%) and Shida Shenghua (+18.01%), while the worst performers included Hubei Yihua (-14.09%) and Guoci Materials (-13.8%) [10]. - The report notes that the chemical industry had a total of 449 listed companies with a total market value of 6710.3 billion [5]. Price and Spread Trends - The report lists the top five products with the highest weekly price increases, including liquid chlorine (+176.79%) and sulfuric acid (+6.21%) [3][17]. - The report also details the top five products with the largest price spread increases, such as PTA spread (+28.74%) and heavy soda ash spread (+18.88%) [38][40]. Inventory Changes - Significant inventory changes were noted, with the largest decrease in inventory for chlorpyrifos (-8.70%) and an increase for urea (+8.16%) [57].

多氟多公告，控股股东李世江质押501万股，占其所持股份比例4.09%，占公司总股本比例0.42%；解质 押893.75万股，占其所持股份比例7.30%，占公司总股本比例0.75%。截至公告披露日，李世江持有公司 1.22亿股，占总股本10.29%，其中质押股份2745万股，占其所持股份比例22.41%，占公司总股本比例 2.31%。 ...

证券代码：002407 证券简称：多氟多 公告编号:2025-075 多氟多新材料股份有限公司 关于控股股东部分股份质押及解质押的公告 注："未质押股份限售和冻结数量"中限售股份为高管锁定股。 二、备查文件 一、股东股份质押基本情况 | | 是否为 第一大 | 本次质 | 占其所 | 占公司 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东及 | 押股数 | 持股份 | 总股本 | 为限 | 为补 | 质押起始日 | 质押到期 | 质权人 | 用途 | | 名称 | | （万 | 比例 | 比例 | | 充质 | | 日 | | | | | 一致行 | 股） | （%） | （%） | 售股 | 押 | | | | | | | 动人 | | | | | | | | | | | 李世江 | 是 | 501 | 4.09 | 0.42 | 否 | 否 | 2025-10-16 | 解除质押 登记手续 | 招商证券股 | 融资 | | | | | | | | | | 之日 ...

我国六氟磷酸锂产能集中在少数企业，受益于价格上涨盈利能力有望修复 根据百川盈孚数据，截至25年10月17日，我国六氟磷酸锂行业共具备产能44.29万吨/年，其中有效产能 38.94万吨/年，同比增长13.7%，产能主要集中于天赐材料（002709）、多氟多（002407）、天际股份 （002759）、石大胜华（603026）等主要厂商，其中，天赐材料产能折固约11万吨/年，多氟多产能约6 万吨/年，石大胜华产能约3.7万吨/年，天际股份产能约3.7万吨/年，新宙邦（300037）投资的石磊氟材 料现有六氟磷酸锂产能为2.4万吨/年，待2025年底技改完成后，六氟磷酸锂规划产能可达3.6万吨/年。 光大证券发布研报称，本轮六氟磷酸锂价格上涨的核心驱动力源于强劲的需求复苏与供给端的紧张格 局，下游电解液和电池制造商的需求显著回暖，而上游的六氟磷酸锂生产商此前在行业低谷期普遍采取 了谨慎的生产策略，并未有显著的产能扩张，当前市场上大部分厂家基本处于满产状态，供应增幅较 小。自9月中旬以来，六氟磷酸锂价格打破了长期的横盘整理态势，开启了快速上行通道，国庆节后， 六氟磷酸锂价格出现了跳跃式增长。 光大证券主要观点如下： ...

Core Viewpoint - The battery electrolyte industry is facing challenges due to disorderly competition, referred to as "involution," which hampers sustainable development. A collaborative initiative was launched to promote healthy industry practices and self-regulation among companies [2][3]. Group 1: Industry Challenges and Responses - The meeting highlighted the need for a coordinated approach to address the supply-demand imbalance of lithium hexafluorophosphate, with expectations of increased supply tightness by Q4 2025 [3]. - Companies emphasized the importance of rational responses to price increases and the need to avoid irrational capacity expansion, advocating for a production growth rate of around 30% [3][4]. - A call was made to resist formula pricing based on lithium carbonate and to establish a more reasonable pricing mechanism [3]. Group 2: Collaborative Initiatives - The industry representatives signed a joint initiative to promote healthy development, focusing on five key areas: adherence to pricing principles, internal governance, industry self-discipline, regular communication, and innovation-driven growth [4]. - Companies committed to maintaining price order based on cost and supply-demand rationality, while also optimizing cash flow management to mitigate operational risks [4]. - The initiative encourages differentiated competition and collaboration to avoid redundant investments across the industry chain [4].

Group 1 - The A500ETF by Jiashi has a turnover rate of 2.23% and a transaction volume of 262 million yuan, with a total scale reaching 11.624 billion yuan [3] - Over the past five trading days, the A500ETF has seen net inflows on three days, totaling 149 million yuan, indicating strong investor interest [3] - As of October 17, 2025, the A500ETF has achieved a net value increase of 24.41% over the past year, with the highest monthly return since inception being 11.71% [3] Group 2 - The top ten weighted stocks in the CSI A500 index as of September 30, 2025, include Ningde Times, Kweichow Moutai, and China Ping An, collectively accounting for 19% of the index [4] - The weightings of the top stocks are as follows: Kweichow Moutai at 3.87%, Ningde Times at 2.89%, and China Ping An at 2.60% [6] - Investors without stock accounts can access the A500ETF Jiashi through the A500ETF Jiashi linked fund (022454) for exposure to the top 500 A-share companies [6]