1月30日，万润股份盘中上涨2.03%，截至13:49，报17.10元/股，成交2.94亿元，换手率1.92%，总市值 157.83亿元。 资金流向方面，主力资金净流入2341.17万元，特大单买入1357.70万元，占比4.63%，卖出176.56万元， 占比0.60%；大单买入6384.80万元，占比21.75%，卖出5224.77万元，占比17.80%。 机构持仓方面，截止2025年9月30日，万润股份十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股1226.02万股，相比上期增加368.45万股。广发多因子混合（002943）位居第十大流通股 东，持股1087.81万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 万润股份今年以来股价涨14.08%，近5个交易日跌3.50%，近20日涨14.08%，近60日涨27.14%。 责任编辑：小浪快报 资料显示，中节能万润股份有限公司位于山东省烟台市经济 ...

重组蛋白板块领跌，下跌1.42%，其中百普赛斯下跌7.3%，近岸蛋白下跌2.81%，海特生物下跌2.16%， 三生国健跌超3%。（AI生成） ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券日报网讯 1月26日，万润股份在互动平台回答投资者提问时表示，2025年12月3日至2026年1月6 日，公司控股股东、实际控制人中国节能环保集团有限公司以自有资金及股票增持专项贷款通过集中竞 价方式累计增持公司股份7504211股，增持比例0.81%，具体情况详见公司于2026年1月7日披露的《万 润股份：关于控股股东、实际控制人增持公司股份权益变动触及1%整数倍暨增持计划进展情况的公 告》（公告编号：2026-004）。公司会持续关注增持情况，按照相关规定及时履行信息披露义务。 ...

证券日报网讯1月26日，万润股份（002643）在互动平台回答投资者提问时表示，公司在半导体制造材 料领域定位于成为半导体制造材料产业的坚实后盾，为下游半导体成品材料企业提供优质的产品与服 务。公司在半导体制造材料领域产品主要包括成品光刻胶的上游材料光刻胶单体、光刻胶树脂、光致产 酸剂，以及半导体制程中清洗剂添加材料。 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

（文章来源：证券日报） 证券日报网讯 1月23日，万润股份在互动平台回答投资者提问时表示，公司的液晶中间体材料主要用于 生产显示用液晶单体材料；液晶单体材料主要应用于配成显示用混合液晶，下游混合液晶厂商将液晶单 体进行混配处理后，生产出显示用混合液晶材料，最终用于液晶显示面板的生产。 ...

证券日报网讯1月23日，万润股份（002643）在互动平台回答投资者提问时表示，公司布局的高性能聚 合物产品聚醚酰亚胺(PEI)材料下游面向挤出、注塑、改性等类型企业，据了解下游客户在航空航天复 合材料领域具体产品用于飞机流体分离电磁阀上使用的注塑件，此类产品质量需满足相应客户的质量指 标要求。 ...

（编辑 丛可心） 证券日报网讯 1月23日，万润股份在互动平台回答投资者提问时表示，公司已有钙钛矿光伏材料实现供 应，目前产能可以满足下游市场需求，理论上可应用于太空钙钛矿太阳能翻板电池领域。现阶段下游主 要处于产品开发或优化阶段，公司期待钙钛矿太阳能电池未来的蓬勃发展，公司市场开发工作处于积极 持续推进中，已对下游多家客户实现产品供应，未来争取为更多下游企业提供优质的产品与技术支持。 ...

有投资者问，公司钙钛矿电池的材料推广进展如何，能否加大推广力度和产能，是否此类材料用于太空 钙钛矿太阳能翻板电池？万润股份在互动平台表示，公司已有钙钛矿光伏材料实现供应，目前产能可以 满足下游市场需求，理论上可应用于您所描述领域。现阶段下游主要处于产品开发或优化阶段，期待钙 钛矿太阳能电池未来的蓬勃发展，公司市场开发工作处于积极持续推进中，已对下游多家客户实现产品 供应，未来争取为更多下游企业提供优质的产品与技术支持。 ...

Core Viewpoint - The report highlights the current trends in the chemical industry, focusing on price movements, supply and demand dynamics, and investment opportunities in undervalued leading companies amid a backdrop of geopolitical tensions and changing market conditions [1][4][8]. Industry Dynamics - In the week of January 12-18, 49 out of 100 tracked chemical products saw price increases, while 20 experienced declines, and 31 remained stable. The average monthly price of 49% of products rose compared to the previous month [3]. - The average price of WTI crude oil futures increased by 0.54% to $59.44 per barrel, while Brent crude oil futures rose by 0.66% to $63.76 per barrel during the same week [4]. - As of January 9, U.S. crude oil production averaged 13.753 million barrels per day, a decrease of 58,000 barrels from the previous week but an increase of 272,000 barrels year-on-year. Total U.S. oil demand was 21.009 million barrels per day, up by 178,200 barrels from the previous week [4]. Price Movements - The price of butadiene rose by 4.04% to 9,663 yuan per ton as of January 18, with a month-on-month increase of 25.98% but a year-on-year decrease of 20.8%. The production of butadiene was 109,300 tons, down 2.85% from the previous week [5]. - Epoxy propane prices increased by 8.84% to 8,620 yuan per ton, with a year-on-year rise of 9.88%. The market operating rate was 65.38%, reflecting a 1.51% increase from the previous week [6][7]. Investment Recommendations - As of January 18, the price-to-earnings ratio (TTM) for the SW basic chemical sector is 14.68, at the 59.64% historical percentile, while the price-to-book ratio is 1.54, at the 40.20% historical percentile. The SW oil and petrochemical sector has a TTM P/E ratio of 13.44, at the 39.81% historical percentile [8]. - Investment suggestions include focusing on undervalued leading companies, the impact of "anti-involution" on supply in related sub-industries, and the growing importance of self-sufficiency in electronic materials and certain new energy materials amid rising prices [2][8]. - Recommended stocks include Wanhua Chemical, Hualu Hengsheng, and others, with a focus on sectors like semiconductor materials, OLED materials, and new energy materials [8][9].