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联泓新科(003022.SZ):主要装置满负荷稳定生产,产品全产全销
Ge Long Hui· 2025-09-24 10:45
格隆汇9月24日丨联泓新科(003022.SZ)在投资者互动平台表示,公司EVA、超高分子量聚乙烯等主要产 品价格近期有所上涨,其他产品价格相对稳定;公司主要装置满负荷稳定生产,产品全产全销。 ...
联泓新科:EVA、超高分子量聚乙烯等主要产品价格近期有所上涨,其他产品价格相对稳定
Mei Ri Jing Ji Xin Wen· 2025-09-24 10:16
每经AI快讯,有投资者在投资者互动平台提问:今年公司哪些产品有提价?涨幅多少?在手订单如 何?开工率如何? (记者 胡玲) 联泓新科(003022.SZ)9月24日在投资者互动平台表示,公司EVA、超高分子量聚乙烯等主要产品价格 近期有所上涨,其他产品价格相对稳定;公司主要装置满负荷稳定生产,产品全产全销。 ...
联泓新科跌2.01%,成交额2.21亿元,主力资金净流出2512.07万元
Xin Lang Cai Jing· 2025-09-16 02:48
Core Viewpoint - The stock of Lianhong New Materials has experienced fluctuations, with a notable increase of 56.31% year-to-date, despite a recent decline of 2.01% on September 16 [1] Group 1: Company Overview - Lianhong New Materials Technology Co., Ltd. was established on May 21, 2009, and went public on December 8, 2020 [1] - The company specializes in the research, production, and sales of new material products, with a revenue composition that includes polypropylene special materials (27.50%), ethylene-vinyl acetate copolymer (26.28%), and other products [1] Group 2: Financial Performance - For the first half of 2025, Lianhong New Materials reported a revenue of 2.911 billion yuan, a year-on-year decrease of 12.13%, while the net profit attributable to shareholders increased by 14.15% to 161 million yuan [2] - The company has distributed a total of 929 million yuan in dividends since its A-share listing, with 454 million yuan distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.26% to 54,200, while the average circulating shares per person increased by 8.91% to 24,610 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in holdings for some [3]
联泓新科涨2.00%,成交额3.32亿元,主力资金净流入538.02万元
Xin Lang Cai Jing· 2025-09-15 02:51
Company Overview - Lianhong Xinke, established on May 21, 2009, and listed on December 8, 2020, is located in the Mushi Industrial Park, Tengzhou, Shandong Province. The company specializes in the research, production, and sales of new material products and solutions [1][2]. Financial Performance - For the first half of 2025, Lianhong Xinke reported operating revenue of 2.911 billion yuan, a year-on-year decrease of 12.13%. However, the net profit attributable to shareholders increased by 14.15% to 161 million yuan [2]. - Since its A-share listing, the company has distributed a total of 929 million yuan in dividends, with 454 million yuan distributed over the past three years [3]. Stock Performance - As of September 15, Lianhong Xinke's stock price increased by 63.68% year-to-date, with a 4.32% rise over the last five trading days, 14.90% over the last 20 days, and 47.83% over the last 60 days. The stock was trading at 22.44 yuan per share, with a market capitalization of 29.970 billion yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 8.26% to 54,200, while the average circulating shares per person increased by 8.91% to 24,610 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.3093 million shares to 7.3376 million shares [3]. Industry Position - Lianhong Xinke operates within the electric power equipment sector, specifically in photovoltaic equipment and auxiliary materials. The company is associated with concepts such as humanoid robots, solar energy, biodegradable materials, photovoltaic glass, and PEEK [2].
化工新材料周报:生物航煤、多晶硅、EVA价格上涨,维生素E等价格回落-20250914
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Recent price increases observed in bio-jet fuel, polysilicon, refrigerants, and EVA, while prices for Vitamin E and other materials have declined [5][9][46] - The demand for lightweight materials is expected to rise due to advancements in robotics and the low-altitude economy, suggesting potential investment opportunities in related companies [5][24][30] Summary by Sections 1. Subsector Tracking - Bio-jet fuel (SAF) price reached 2670 USD/ton, up 1.14% week-on-week, and up 44.01% year-to-date [9] - Polysilicon spot price at 53945 CNY/ton, up 2.65% week-on-week [9] - Refrigerant R32 price at 61500 CNY/ton, up 0.82% week-on-week [9] - EVA market average price at 11150 CNY/ton, up 2.76% week-on-week [9] - Vitamin E price at 55 CNY/kg, down 8.33% week-on-week [4] 2. Key Product Price Trends - The report highlights significant price fluctuations in key chemical materials, with some products experiencing substantial increases while others, like Vitamin E and PA66, have seen declines [4][10] 3. Industry Performance - The basic chemical index increased by 2.40% during the week, ranking 10th among 30 sectors [60] - The overall chemical industry performance has shown noticeable differentiation, with some sectors performing better than others [63] 4. Focus on Lightweight Materials - The report emphasizes the growing importance of lightweight materials in the context of robotics and low-altitude economic activities, indicating a potential increase in demand for materials like PEEK and carbon fiber [5][24][30] 5. Renewable and Modified Plastics - The report discusses the increasing application of renewable plastics and the growing market for special engineering plastics, driven by environmental concerns and technological advancements [48][55]
固态电池概念持续火爆,是“实火”还是“虚火”?
Xin Lang Cai Jing· 2025-09-13 07:36
Core Viewpoint - The recent surge in the A-share market related to solid-state battery concepts reflects strong investor confidence in the development of the solid-state battery industry chain, driven by some experimental products reaching the market [2][3]. Industry Overview - The solid-state battery index has risen by 16.69% in the last 20 days and over 50% year-to-date [2]. - Companies involved in solid-state battery technology, materials, and equipment have seen significant stock price increases, with Shanghai Xiba's stock rising over 40% since September [2]. - Leading manufacturers like EVE Energy and Guoxuan High-Tech have made notable advancements, including the establishment of production bases and the development of experimental lines [3]. Technological Developments - Solid-state batteries are categorized based on electrolyte content: semi-solid (5%-10%), quasi-solid (less than 5%), and all-solid [4]. - All-solid batteries are expected to offer significant improvements in energy density, safety, and lifespan compared to traditional liquid electrolyte batteries [4]. - Current industry consensus suggests that large-scale commercial use of solid-state batteries may not occur until around 2030 [8]. Competitive Landscape - Domestic battery manufacturers face intense competition from established players like CATL and BYD, which dominate the liquid battery market [5][6]. - Many second and third-tier manufacturers are actively disclosing advancements in solid-state battery technology, while leading companies remain relatively low-key [6]. - International competitors, such as Volkswagen and Mercedes-Benz, are also advancing in solid-state battery technology, with plans for mass production by 2030 [8][9]. Future Projections - Major companies have set timelines for solid-state battery production, with CATL and BYD aiming for small-scale production by 2027 and larger-scale production by 2030 [7]. - The cost of solid-state batteries remains a significant hurdle, with concerns that consumer prices may not be competitive until at least 2030 [8]. - Despite the challenges, China's overall advantage in battery technology is expected to lead the way in the commercialization of solid-state batteries [9].
PEEK材料概念下跌1.13%,6股主力资金净流出超亿元
Group 1 - The PEEK materials sector experienced a decline of 1.13%, ranking among the top losers in the concept sector, with notable declines from companies such as Newhan New Materials, Henghe Precision, and Lianhong Xinke [1][2] - Among the companies in the PEEK materials sector, Jinfa Technology, Longsheng Technology, and Jintian Co., Ltd. saw significant gains, with increases of 7.17%, 5.46%, and 4.65% respectively [1][2] - The PEEK materials sector faced a net outflow of 1.508 billion yuan in capital, with 31 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] Group 2 - The top net outflow in the PEEK materials sector was from Tianci Materials, with a net outflow of 302.14 million yuan, followed by Guangqi Technology and Changying Precision with outflows of 250.10 million yuan and 227.65 million yuan respectively [2][3] - Conversely, the top net inflows were seen in Jinfa Technology, Jintian Co., Ltd., and Meihua Medical, with net inflows of 172.45 million yuan, 7.001 million yuan, and 2.665 million yuan respectively [2][3] - The trading volume for Tianci Materials was 10.58%, while other companies like Guangqi Technology and Changying Precision had trading volumes of 1.62% and 5.42% respectively [3]
光伏设备板块9月12日跌1.65%,帝尔激光领跌,主力资金净流出33.25亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300776 | 帝尔激光 | 73.10 | -5.25% | 7.08万 | 5.21亿 | | 688503 | 業和材料 | 65.48 | -4.41% | 19.67万 | 13.22 乙 | | 603185 | 弘元绿能 | 23.37 | -3.27% | 22.26万 | 5.22亿 | | 688598 | 金博股份 | 35.87 | -3.13% | 8.01万 | 2.88亿 | | 003022 | 联泓新科 | 22.32 | -3.00% | 39.29万 | 8.95 | | 300751 | 迈为股份 | 86'06 | -2.99% | 6.34万 | 5.79亿 | | 834770 | 文能案 | 20.67 | -2.73% | 5.92万 | 1.23亿 | | 000821 | 京山轻机 | 13.17 | -2.66% | 40.60万 | 5.37亿 | | 688472 | 阿特斯 | 12. ...
联泓新科(003022.SZ)现已稳定供应电子级氯化氢、电子级氯气等电子特气产品
Ge Long Hui· 2025-09-12 06:45
Core Viewpoint - The company is strategically focusing on semiconductor materials and electronic materials, highlighting its capabilities in producing high-purity electronic specialty gases and breaking foreign monopolies in certain product areas [1] Group 1: Company Strategy - The company has established a stable supply of electronic-grade hydrogen chloride and electronic-grade chlorine, which are essential materials in semiconductor integrated circuits and display panel manufacturing [1] - The company possesses multiple proprietary technologies for the preparation of ultra-pure electronic specialty gases, showcasing strong production experience and development capabilities [1] Group 2: Product Development - The company's strategic investment in Mianyang Dagaote has achieved mass production and sales of BCB monomers, which are crucial raw materials for synthetic photoresist resin PBCB [1] - BCB monomers are utilized in advanced packaging dielectric materials, flattening materials, photoresist packaging materials, and high-frequency, high-speed copper-clad laminate resin materials [1]
联泓新科跌2.04%,成交额5.91亿元,主力资金净流出6510.59万元
Xin Lang Cai Jing· 2025-09-12 03:23
Group 1 - The core viewpoint of the articles highlights the recent stock performance and financial metrics of Lianhong New Materials Technology Co., Ltd, indicating a significant increase in stock price and mixed financial results [1][2]. - As of September 12, Lianhong's stock price decreased by 2.04% to 22.54 CNY per share, with a total market capitalization of 30.104 billion CNY [1]. - The company has seen a year-to-date stock price increase of 64.41%, with notable gains of 8.99% over the last five trading days and 21.97% over the last 20 days [1]. Group 2 - Lianhong's main business segments include polypropylene special materials (27.50%), ethylene-vinyl acetate copolymer (26.28%), and other products, with a focus on new material product development, production, and sales [1]. - For the first half of 2025, Lianhong reported a revenue of 2.911 billion CNY, a year-on-year decrease of 12.13%, while the net profit attributable to shareholders increased by 14.15% to 161 million CNY [2]. - The company has distributed a total of 929 million CNY in dividends since its A-share listing, with 454 million CNY distributed over the past three years [3]. Group 3 - As of June 30, 2025, the number of shareholders decreased by 8.26% to 54,200, while the average number of circulating shares per person increased by 8.91% to 24,610 shares [2]. - Institutional holdings show that Hong Kong Central Clearing Limited is the fifth-largest shareholder, increasing its holdings by 3.3093 million shares, while other ETFs also adjusted their positions [3].