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化工板块午后拉升,联泓新科强势封板!化工ETF(516020)涨超1%!
Xin Lang Ji Jin· 2025-09-11 06:45
化工板块今日(9月11日)午后继续拉升,截至发稿,反映化工板块整体走势的化工ETF(516020)场 内价格涨1.08%。 成份股方面,联泓新科强势涨停,广东宏大大涨超5%,华峰化学、圣泉集团涨超4%,恩捷股份、巨化 股份、多氟多等多股涨超3%。 成份股消息面上,联泓新科9月10日回答投资者提问时表示,公司紧跟新能源行业发展趋势,联泓卫蓝 开发出的固态电池、半固态电池等新型电池关键功能材料已开始形成批量销售。 中金公司表示,政策+需求+技术三重驱动,固态电池商业化加速。固态电池凭借其较高的安全性及能 量密度优势,在新能源车、低空及消费电子等领域具备广阔的应用前景。 图片及数据来源:沪深交易所等,截至2025年9月11日。风险提示:化工ETF被动跟踪中证细分化工产 业主题指数,该指数基日为2004.12.31,发布日期为2012.4.11,指数成份股构成根据该指数编制规则适 时调整。数据显示,细分化工指数近5个完整年度收益率分别为2020年:51.68%;2021年:15.72%; 2022年:-26.89%;2023年:-23.17%;2024年:-3.83%。标的指数成份股构成根据该指数编制规则适时 调整, ...
涨超2.0%,光伏ETF基金(516180)近1周涨幅排名可比基金头部
Sou Hu Cai Jing· 2025-09-11 06:43
Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has shown a strong increase of 2.50% as of September 11, 2025, with significant gains in constituent stocks such as Juhe Materials (688503) up by 11.56% and Kehua Data (002335) up by 10.01% [2] - The Photovoltaic ETF Fund (516180) has risen by 1.80%, with the latest price reported at 0.74 yuan, and has accumulated a weekly increase of 4.78% as of September 10, 2025, ranking 3rd among comparable funds [2] - The Zhongzheng Photovoltaic Industry Index selects up to 50 representative listed companies from the photovoltaic industry chain to reflect the overall performance of these securities [2] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index include Yangguang Electric (300274), Longi Green Energy (601012), and TCL Technology (000100), collectively accounting for 56.14% of the index [3] - The weight and performance of the top stocks are as follows: Yangguang Electric at 10.51% with a rise of 4.61%, Longi Green Energy at 9.97% with a slight increase of 0.17%, and TCL Technology at 9.42% with a rise of 1.37% [5]
化工板块震荡分化,联泓新科涨停,磷肥领跌!政策预期升温,行业景气底部反转在即?
Xin Lang Ji Jin· 2025-09-11 03:11
Group 1 - The chemical sector experienced fluctuations on September 11, with the chemical ETF (516020) showing a slight decline of 0.14% as of the report time [1] - Certain stocks within the chemical sector, such as lithium battery and synthetic resin companies, saw significant gains, with Lianhong Xinke hitting the daily limit and Enjie shares rising nearly 6% [1] - Conversely, stocks in the phosphate fertilizer, petrochemical, and nitrogen fertilizer sectors underperformed, with Hongda shares dropping over 2% [1] Group 2 - The chemical ETF (516020) has attracted substantial investment, with a total inflow of 560 million yuan over the past five trading days and over 1 billion yuan in the last ten trading days [1] - The pesticide industry is experiencing a reduction in inventory, with the total inventory-to-asset ratio for the pesticide sector at 13.94% as of June 30, 2025, down 0.12 percentage points from March 31 [3] - The chemical ETF's underlying index has a price-to-book ratio of 2.26, indicating a relatively low valuation compared to the past decade, suggesting a favorable long-term investment opportunity [3] Group 3 - Future policies are expected to address industry challenges, potentially leading to a recovery in the currently struggling chemical sector [4] - Domestic policies frequently mention supply-side requirements, while international factors such as rising raw material costs and capacity reductions in Europe and the U.S. add uncertainty to chemical supply [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors within the chemical industry, with nearly 50% of its holdings in large-cap stocks [5]
智能化改造增强企业韧性,石化ETF(159731)小幅上涨,联泓新科涨停
Mei Ri Jing Ji Xin Wen· 2025-09-11 02:42
Core Viewpoint - The A-share market showed a fluctuating upward trend on September 11, with the petrochemical industry benefiting from AI integration, which is expected to enhance cost efficiency and product quality for companies in the sector [1] Industry Summary - The petrochemical ETF (159731) experienced a slight increase of approximately 0.15% [1] - The top three sectors within the China Petrochemical Industry Index are refining and trading (27.12%), chemical products (23.87%), and agricultural chemical products (19.75%) [1] - The integration of AI in the chemical industry is anticipated to provide dual benefits of cost reduction and efficiency improvement, enhancing long-term cash flow and optimizing asset structures [1] Company Summary - Key stocks in the petrochemical sector, such as Lianhong Xinke, Shengquan Group, Huafeng Chemical, and Juhua Co., saw significant gains [1] - The intelligent transformation of research and production processes is expected to lower variable costs and reduce the occurrence of safety incidents, thereby strengthening risk resilience [1]
联泓新科:公司围绕新能源材料、生物材料等重点领域进行布局
Zheng Quan Ri Bao Wang· 2025-09-10 12:44
Group 1 - The company, Lianhong Xinke, is focusing on key areas such as new energy materials, biological materials, electronic materials, and other special materials, indicating a strategic diversification in its operations [1] - The company aims to create a leading "specialized, refined, distinctive, and innovative" industrial cluster in multiple new materials sectors, highlighting its ambition for industry leadership [1] - The company is committed to building an excellent platform enterprise in the new materials sector, which suggests a long-term vision for growth and innovation [1]
联泓新科:联泓卫蓝开发出的固态电池等新型电池关键功能材料已开始形成批量销售
Zheng Quan Ri Bao Wang· 2025-09-10 12:44
Group 1 - The company, Lianhong Xinke, is actively following the development trends in the new energy industry [1] - The company has developed key functional materials for new types of batteries, including solid-state and semi-solid-state batteries [1] - These new battery materials have begun to achieve bulk sales [1]
联泓新科:公司电子级氯化氢等高纯电子特气产品已供应台积电等行业领先企业
Zheng Quan Ri Bao Wang· 2025-09-10 11:49
Group 1 - The company, Lianhong Xinke, has confirmed that its high-purity electronic specialty gases, including electronic-grade hydrogen chloride and electronic-grade chlorine, are being supplied to leading industry players such as TSMC and Shanghai Xinxing [1]
联泓新科:联泓卫蓝开发出的固态电池、半固态电池等新型电池关键功能材料已开始形成批量销售
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:22
Group 1 - The company is actively following the trends in the new energy industry, focusing on the development of solid-state and semi-solid batteries [1] - The company's subsidiary, Lianhong Weilan, has developed key functional materials for new batteries, including solid electrolyte dispersants and silicon-carbon anode binders [3] - These products have been validated through trials by downstream customers and are expected to begin mass sales in the second half of the year [3] Group 2 - The company has indicated that it will announce any significant developments regarding mass sales as soon as disclosure requirements are met [1]
联泓新科:公司已完成PEEK相关技术开发和产品中试 正在推进产业化
Core Viewpoint - The company, Lianhong Xinke (003022), is focusing on the development and industrialization of PEEK-related materials, which are considered key products for the company [1]. Summary by Categories Company Development - Lianhong Xinke has completed the technical development and pilot testing of PEEK-related technologies and products [1]. - The company is currently advancing towards the industrialization of these PEEK-related materials [1].
察觉空气中有这种异味并迅速报告,联泓新科一员工被奖两千元
Qi Lu Wan Bao· 2025-09-09 07:25
Group 1 - The Shandong Provincial Safety Committee Office recently announced six typical cases of internal reports rewarding chemical production and operation units for identifying and eliminating accident hazards, with Lianhong New Materials Technology Co., Ltd. being recognized for its timely actions [1][3] - In March 2025, an employee at Lianhong New Materials detected a slight olefin odor during a routine inspection, leading to a thorough investigation that uncovered severe corrosion and a leak in the pipeline, which was promptly addressed [2][3] - The company rewarded the employee with 2,000 yuan for their role in identifying the hazard, demonstrating a commitment to safety and internal reporting mechanisms [3] Group 2 - Lianhong New Materials was established in 2009 with a registered capital of 133,556.8 million yuan and has evolved into a modern high-end new materials enterprise with total assets of approximately 20 billion yuan [3][6] - The company operates four industrial parks and has over 30 production facilities, including four national high-tech enterprises and two provincial "specialized, refined, and innovative" enterprises [6] - Lianhong New Materials was listed on the Shenzhen Stock Exchange on December 8, 2020, under the stock code "003022" [6]