证券代码：002522 证券简称：浙江众成 公告编号：2025-052 浙江众成包装材料股份有限公司 关于高级管理人员所持公司股份减持计划预披露的公告 本公司股东黄旭生先生及潘德祥先生保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 特别提示： 1、持本公司股份506,386股（占本公司总股本比例0.0559%）的股东黄旭生 先生（担任公司总工程师）计划在本公告披露之日起十五个交易日后的三个月 的时间内（即从2025年12月4日至2026年3月3日，根据相关法律法规规定禁止减 持的时间除外）以集中竞价方式减持本公司股份不超过126,596股（占本公司总 股本比例0.0140%）。 2、持本公司股份506,292股（占本公司总股本比例0.0559%）的股东潘德祥 先生（担任公司副总经理）计划在本公告披露之日起十五个交易日后的三个月 的时间内（即从2025年12月4日至2026年3月3日，根据相关法律法规规定禁止减 持的时间除外）以集中竞价方式减持本公司股份不超过126,573股（占本公司总 股本比例0.0140 ...

Group 1 - The company Zhejiang Zhongcheng (002522) reported that as of October 31, the number of shareholders was approximately 45,000 [1]

Group 1 - The core point of the article highlights that Zhejiang Zhongcheng's trading volume reached 1.017 billion RMB, marking a new high since February 28, 2025 [2] - The latest stock price of Zhejiang Zhongcheng has decreased by 3.45%, with a turnover rate of 18.66% [2] - The previous trading day's total transaction volume for the stock was 351 million RMB [2] Group 2 - Zhejiang Zhongcheng Packaging Materials Co., Ltd. was established on October 23, 2001, with a registered capital of 905.779 million RMB [2]

Core Viewpoint - The PVDF concept sector has seen a rise of 2.38%, ranking 7th among concept sectors, with 14 stocks increasing in value, including notable gains from companies like Duofluor and Shenzhen New Star, which hit the daily limit [1][2]. Market Performance - The top-performing concept sectors today include: - Organic Silicon: +4.65% - Fluorochemical: +3.92% - Silicon Energy: +3.67% - Phosphate Chemical: +3.47% - Titanium Dioxide: +3.37% - PVDF: +2.38% [2] - The PVDF sector attracted a net inflow of 1.199 billion yuan, with 9 stocks receiving significant capital inflows, and 5 stocks seeing over 50 million yuan in net inflow [2]. Key Stocks in PVDF Sector - The leading stocks in terms of net capital inflow and performance include: - Duofluor: +10.01%, net inflow of 838.53 million yuan, net inflow ratio of 11.72% - Zhejiang Zhongcheng: +9.95%, net inflow of 159.31 million yuan, net inflow ratio of 45.45% - Purtai: +2.74%, net inflow of 85.67 million yuan, net inflow ratio of 5.08% [3][4]. Declining Stocks - Stocks with notable declines include: - Zhongchuang Environmental Protection: -4.44% - Shengjing Micro: -2.18% - Dongfeng Group: -2.00% [1][4].

Market Overview - The plastic sector increased by 0.69% on November 7, with Guoen Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Top Gainers in the Plastic Sector - Guoen Co., Ltd. (002768) closed at 58.88, up 9.99% with a trading volume of 70,100 shares and a transaction value of 398 million [1] - Zhejiang Zhongcheng (002522) closed at 6.08, up 9.95% with a trading volume of 589,200 shares and a transaction value of 351 million [1] - Foshan Plastics Technology (000973) closed at 10.39, up 5.91% with a trading volume of 1,706,900 shares and a transaction value of 1.726 billion [1] Top Losers in the Plastic Sector - Wankai New Materials (301216) closed at 19.36, down 4.58% with a trading volume of 230,000 shares and a transaction value of 45.5 million [2] - Henghe Precision (300539) closed at 44.21, down 4.43% with a trading volume of 98,000 shares and a transaction value of 436 million [2] - Jun Ding Da (301538) closed at 78.71, down 4.34% with a trading volume of 15,400 shares and a transaction value of 122 million [2] Capital Flow in the Plastic Sector - The plastic sector saw a net inflow of 296 million from main funds, while retail investors experienced a net outflow of 391 million [2][3] - Major stocks like Foshan Plastics Technology and Zhejiang Zhongcheng had significant net inflows from main funds, indicating strong institutional interest [3]

Market Overview - A-shares opened lower and experienced fluctuations, with the Shanghai Composite Index fiercely contesting around the 4000-point mark, while the ChiNext Index fluctuated around 3200 points and the Sci-Tech 50 Index held steady at 1400 points. The number of declining stocks outnumbered advancing ones, and trading volume showed a shrinking trend [1] Organic Silicon Demand Growth - The organic silicon sector has seen continuous strength, with the sector index rising over 4% today, reaching a three-year high, and half-day trading volume exceeding the previous day's total. Companies like Dongyue Silicon Material and Jiangsu Guotai saw significant stock price increases [1] - From 2019 to 2024, China's apparent consumption of organic silicon is projected to increase from 1.062 million tons to 1.816 million tons, with a compound annual growth rate (CAGR) of 11.3%. The demand is expected to grow due to increased penetration in electronics, new energy vehicles, and photovoltaic cells [3] - By 2025, the consumption of organic silicon in the electronics sector is expected to grow by 16.7% to 503,000 tons, in the photovoltaic sector by 19.4% to 765,000 tons, and in new energy vehicles by 44.2% to 304,000 tons [3] Export Growth - China's organic silicon exports are rapidly increasing, with a projected export volume of 545,700 tons in 2024, a year-on-year increase of 35.21%. Although growth slowed to 2.26% in the first three quarters of 2025, there has been a resurgence in export growth since September, with a year-on-year increase of 9.57% [3] Chemical Industry Price Trends - The chemical industry is experiencing a collective rise, with various indices reaching historical highs. Companies like Shenzhen New Star and Zhejiang Zhongcheng have seen significant stock price increases [5] - Recent data indicates that the yellow phosphorus index has risen over 7% in the past two weeks, and the average market price of thionyl chloride has surged by 8.61% to 1552 yuan per ton, with a cumulative increase of 19.38% since August [7] - The chemical industry is entering a phase of improved profits as capital expenditures taper off, with recommendations for sectors such as chromium chemicals, civil explosives, and refrigerants, as well as new materials like vacuum materials and bio-manufacturing [7]

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on November 6, with a total transaction volume of 2.431 billion yuan, highlighting notable trading in companies such as Zhongwei Company, CATL, and Bull Group [1]. Group 1: Trading Activity - A total of 65 stocks underwent block trading, with transaction amounts reaching 2.431 billion yuan [1]. - The top three companies by transaction volume were Zhongwei Company (321 million yuan), CATL (288 million yuan), and Bull Group (254 million yuan) [1]. - Among the stocks, 7 were traded at par value, 3 at a premium, and 55 at a discount [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were Yuchen Intelligent (18.21%), Beijing Bank (10.37%), and AVIC Chengfei (8.69%) [1]. - The stocks with the highest discount rates included Longzhu Technology (26.25%), Electric Alloy (24.03%), and Youfang Technology (21.97%) [1]. Group 3: Institutional Trading - The top institutional buy amounts were led by Zhongwei Company (299 million yuan), CATL (288 million yuan), and Zhongji Xuchuang (183 million yuan) [2]. - The leading institutional sell amounts were dominated by CATL (288 million yuan), Zijin Mining (217 million yuan), and Zhongji Xuchuang (183 million yuan) [2].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月6日，浙江众成收涨3.95%，收盘价为5.53元，发生7笔大宗交易，合计成交量240万股，成交金额 1161.6万元。 第1笔成交价格为4.84元，成交30.00万股，成交金额145.20万元，溢价率为-12.48%，买方营业部为机构 专用，卖方营业部为平安证券股份有限公司浙江分公司。 第2笔成交价格为4.84元，成交42.00万股，成交金额203.28万元，溢价率为-12.48%，买方营业部为中信 证券股份有限公司徐州建国西路证券营业部，卖方营业部为平安证券股份有限公司浙江分公司。 第3笔成交价格为4.84元，成交30.00万股，成交金额145.20万元，溢价率为-12.48%，买方营业部为机构 专用，卖方营业部为平安证券股份有限公司浙江分公司。 第4笔成交价格为4.84元，成交48.00万股，成交金额232.32万元，溢价率为-12.48%，买方营业部为机构 专用，卖方营业部为平安证券股份有限公司浙江分公司。 第5笔成交价格为4.84元，成交30.00万股，成交金额145.20万元，溢价率为-12.48%，买方营业部为机构 专 ...

Core Insights - On November 6, Zhejiang Zhongcheng executed a block trade of 2.4 million shares, amounting to 11.616 million yuan, which represented 2.05% of the total trading volume for the day [1] - The transaction price was 4.84 yuan per share, reflecting a discount of 12.48% compared to the market closing price of 5.53 yuan [1] Summary by Category Trading Details - The block trade involved multiple transactions with varying volumes and amounts, all at the price of 4.84 yuan per share [2] - The total volume of shares traded was 240,000, with a total transaction value of 11.616 million yuan [1][2] - The trades were primarily executed by institutional buyers, with notable participation from Ping An Securities and CITIC Securities [2]

Market Overview - The plastic sector increased by 1.57% on November 6, with Zhonglun New Materials leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhonglun New Materials (301565) closed at 26.42, up 6.58% with a trading volume of 155,300 shares and a turnover of 406 million yuan [1] - Fospower Technology (000973) closed at 9.81, up 6.40% with a trading volume of 1,762,200 shares and a turnover of 1.675 billion yuan [1] - Xiangyuan New Materials (300980) closed at 32.35, up 6.27% with a trading volume of 163,800 shares and a turnover of 516 million yuan [1] - Other notable stocks include Zhenguang Co. (301092) up 5.97%, and Jishi Chemical (688669) up 5.89% [1] Capital Flow - The plastic sector saw a net inflow of 277 million yuan from institutional investors, while retail investors experienced a net outflow of 266 million yuan [2][3] - Major stocks with significant net inflows include Dongcai Technology (601208) with 91.99 million yuan and Fospower Technology (000973) with 55.98 million yuan [3] - Retail investors showed a notable outflow from stocks like Zhonglun New Materials (301565) and Zhejiang Zhongcheng (002522) [3]