格隆汇1月28日丨双星新材(002585.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润为亏损3.8亿元-5.3亿元，扣除非经常性损益后的净利润为亏损4.45亿元-5.9亿元。 2025年，聚酯薄膜行业产能进一步释放，低价内卷式竞争持续，产品销售价格下降，叠加公司新线投 产，产能仍处爬坡阶段，折旧摊销增幅较大，产品单位成本增加。基于谨慎性原则，按照《企业会计准 则》要求,计提了资产减值准备，综上因素致经营业绩仍为亏损。 ...

每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，双星新材1月28日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润-53000万 元至-38000万元。业绩变动主要原因是，2025年，聚酯薄膜行业产能进一步释放，低价内卷式竞争持 续，产品销售价格下降，叠加公司新线投产，产能仍处爬坡阶段，折旧摊销增幅较大，产品单位成本增 加。基于谨慎性原则，按照《企业会计准则》要求计提了资产减值准备，综上因素致经营业绩仍为亏 损。 （记者 曾健辉） ...

南财智讯1月28日电，双星新材发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-38,000万元—-53,000万元，即净亏损3.80亿元—5.30亿元；2025年，聚酯薄膜行业产能进一步释放， 低价"内卷"式竞争持续，产品销售价格下降，叠加公司新线投产，产能仍处爬坡阶段，折旧摊销增幅较 大，产品单位成本增加。基于谨慎性原则，按照《企业会计准则》要求，计提了资产减值准备，综上因 素致经营业绩仍为亏损。 ...

双星新材公告，预计2025年度净利润为负值，预计归属于上市公司股东的净利润为-5.3亿元至-3.8亿 元，扣除非经常性损益后的净利润为-5.9亿元至-4.45亿元。2025年，聚酯薄膜行业产能进一步释放，低 价内卷式竞争持续，产品销售价格下降，叠加公司新线投产，产能仍处爬坡阶段，折旧摊销增幅较大， 产品单位成本增加。基于谨慎性原则，按照《企业会计准则》要求,计提了资产减值准备，综上因素致 经营业绩仍为亏损。 ...

证券代码：002585 证券简称：双星新材 公告编号：2026-001 江苏双星彩塑新材料股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 2025 年，聚酯薄膜行业产能进一步释放，低价内卷式竞争持续，产品销售价 格下降，叠加公司新线投产，产能仍处爬坡阶段，折旧摊销增幅较大，产品单位 成本增加。基于谨慎性原则，按照《企业会计准则》要求,计提了资产减值准备， 综上因素致经营业绩仍为亏损。 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | -53,000 | ～ | -38,000 | -39,795.39 | | 扣除非经常性损益后的净利润 | -59,000 | ～ | -44,500 | -47,502.42 | | 基本每股收益（元/股） ...

Investment Rating - The industry rating is "Strongly Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [44]. Core Insights - The Wind New Materials Index closed at 6029.22 points, reflecting a week-on-week increase of 4.32%. The semiconductor materials index rose by 0.14%, while the organic silicon materials index increased by 4.15% [3][10]. - DRAM prices have surged by over 10% due to AI demand, with predictions of a 55-60% increase in contract prices for the first quarter. This trend is driven by strong contract price increases and the growing need for advanced memory products for AI servers [4][25][26]. - Newhan New Materials announced a cash acquisition of 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, enhancing its position in the PEEK resin market [4][29]. Market Overview - The semiconductor materials sector is experiencing rapid domestic production acceleration, with significant expansion in downstream wafer factories. Companies like Tongcheng New Materials are making strides in import substitution [4][25]. - The demand for high-performance materials is expected to grow as domestic manufacturing upgrades continue, positioning the new materials industry for rapid development [4][25]. - The photovoltaic and wind power sectors are thriving under the carbon neutrality initiative, with recommendations to focus on upstream raw material companies like Hosheng Silicon Industry and Lianhong New Technology [4][25].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601208 | 东材料技 | 26.81 | -2.69% | 47.99万 | 12.93 Z | | 300487 | 蓝際科技 | 71.58 | -1.46% | 6.08万 | 4.39 Z | | 301196 | 唯科技 | 79.30 | -1.27% | 3.73万 | 2.97亿 | | 605008 | 长鸿高科 | 14.67 | -0.88% | 1 5.21万 | 7654.02万 | | 002838 | 道恩股份 | 29.40 | -0.57% | 10.62万 | 3.14亿 | | 001359 | 平安电工 | 76.80 | -0.45% | 2.12万 | 1.61亿 | | 301003 | 江苏博云 | 48.00 | -0.41% | 1.78万 | 8549.23万 | | 920089 | 禾昌聚合 | 21.30 | -0.37% | 3.17万 | 6745.67万 | | 001378 ...

Core Viewpoint - The chemical industry is experiencing a significant upward trend, driven by a combination of cost support, demand recovery, and supply optimization, leading to a tighter supply-demand balance [4][12]. Group 1: Industry Performance - As of January 19, the Shenwan Basic Chemical Index rose by 2.70%, reaching 4758.50 points, with leading stocks like Xinxiang Chemical Fiber and Letong Co. hitting the daily limit [1][8]. - Multiple chemical products have seen collective price increases, including propylene, ammonium sulfate, acetone, and lithium hydroxide, driven by upstream oil price stabilization and pre-holiday stocking demand [3][11]. Group 2: Market Dynamics - The current price increase in chemical products is attributed to three main factors: cost support from stable oil prices, reduced effective capacity due to pre-holiday maintenance, and concentrated demand from downstream sectors [4][12]. - The industry is witnessing a trend of mergers and acquisitions as companies seek to expand into high-value sectors, such as integrated circuit materials and high-end electronic chemicals [5][13]. Group 3: Policy and Future Outlook - The Ministry of Industry and Information Technology and other departments have issued a plan aiming for an annual growth of over 5% in the petrochemical industry from 2025 to 2026, focusing on technological innovation and high-quality development [5][14]. - The Shandong Provincial Government has set a target for the petrochemical industry to achieve over 5% year-on-year growth by 2026, emphasizing the importance of high-end chemical products [6][14]. - The industry is transitioning from chaotic expansion to a phase of stable growth and transformation, supported by both national and local policies [7][15].

Group 1: Market Performance - The plastic sector increased by 1.15% on January 19, with Fule New Materials leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Group 2: Top Gainers in the Plastic Sector - Fule New Materials (code: 605488) closed at 43.02, with a rise of 10.00% and a trading volume of 206,900 shares, amounting to a transaction value of 863 million [1] - Double Star New Materials (code: 002585) closed at 7.74, up 9.94%, with a trading volume of 819,400 shares and a transaction value of 619 million [1] - Other notable gainers include Shuangxiang Co. (code: 002395) with a 7.81% increase, closing at 18.78, and Ruihua Tai (code: 688323) with a 7.03% increase, closing at 23.76 [1] Group 3: Market Outflows and Inflows - The plastic sector experienced a net outflow of 68.8652 million from institutional investors and a net outflow of 143 million from speculative funds, while retail investors saw a net inflow of 212 million [2] - The detailed fund flow for individual stocks indicates varying levels of net inflow and outflow among different companies [3] Group 4: Individual Stock Fund Flows - Dongcai Technology (code: 601208) had a net inflow of 134 million from institutional investors, representing 6.66% of its total [3] - Fule New Materials (code: 605488) saw a net inflow of 87.2174 million from institutional investors, accounting for 10.10% [3] - Double Star New Materials (code: 002585) had a net outflow of 43.0187 million from speculative funds, indicating a negative sentiment [3]

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 002258 | 利尔化学 | 16.38 | 1.49 | 10.01% | | 002591 | 恒大高新 | 7.74 | 0.70 | 9.94% | | 002585 | 双星新材 | 7.74 | 0.70 | 9.94% | | 605488 | 福莱新材 | 42.38 | 3.27 | 8.36% | | 000949 | 新乡化纤 | 6.67 | 0.51 | 8.28% | | 002319 | 长通股份 | 12.71 | 0.96 | 8.17% | | 002545 | 东方铁塔 | 24.56 | 1.81 | 7.96% | | 600230 | 沧州大化 | 16.12 | 1.12 | 7.47% | | 688323 | 瑞华泰 | 23.85 | 1.65 | 7.43% | | 600389 | 江山股份 | 25.90 | 1.75 | 7.25% | | 600955 | 维证股份 | 18.50 | 1.25 | 7.25% | | 60 ...