每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 （记者 曾健辉） 每经AI快讯，新宙邦（SZ 300037，收盘价：46.61元）10月23日晚间发布公告称，公司股东周艾平、谢 伟东、姜希松、宋慧、姜昊减持计划实施完毕，共减持公司股份约88万股，减持股份占公司总股份为 0.1177%。 2025年1至6月份，新宙邦的营业收入构成为：化工行业占比100.0%。 截至发稿，新宙邦市值为349亿元。 ...

1、持有本公司股份 2,420,086 股（占截止当时本公司剔除回购专户持股数后 的总股本比例 0.32%）的董事、常务副总裁周艾平先生计划在该公告披露之日起 15 个交易日后的 3 个月内（法律法规规定的窗口期不减持）以集中竞价方式或 者大宗交易方式减持本公司股份 400,000 股（占截止当时本公司剔除回购专户持 股数后的总股本比例 0.05%）。 | 证券代码：300037 | 证券简称：新宙邦 | 公告编号：2025-072 | | --- | --- | --- | | 债券代码：123158 | 债券简称：宙邦转债 | | 深圳新宙邦科技股份有限公司 关于公司董事、高级管理人员等股份减持计划时间届满 暨减持股份结果的公告 公司董事、常务副总裁周艾平先生，董事、副总裁谢伟东先生，副总裁姜 希松先生，副总裁宋慧女士，姜昊女士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。 深圳新宙邦科技股份有限公司（以下简称"公司"）于 2025 年 7 月 2 日披 露了《关于公司董事、高级管理人员等股份减持计划的 ...

Charles Zhuang 庄怀超 SFC CE: BTE209 微信: zhuangcharles; 电话: (852) 9748 7114; 21 Oct 2025 环球富盛理财有限公司 新宙邦 Shenzhen Capchem Technology (300037.CH) 氟化液产能释放，在建项目为公司发展奠定基础 [Table_header2] Fluoride liquid production capacity release & projects lay the foundation 最新动态 ➢ 氟化液产能释放，提供稳定供应。在海外市场方面，公司与韩、台地区知名大厂的合作已具备供货条 件，整体进程顺利。公司当前已完成氟化液核心产品的阶段性产能建设，具体产能布局聚焦两大主力 产品：一是氢氟醚，已建成 3000 吨年产能，主要应用于精密仪器和手机摄像头模组的清洗、半导体 设备的清洗及屏膜油溶剂等领域；二是全氟聚醚，已建成 2500 吨年产能，用于数据中心浸没式液冷 和晶元制造干法蚀刻的控温冷却等多场景需求。当前产能规模可有效支撑下游客户的现有合作订单交 付。未来，为应对国际主流厂商停产后释放的替 ...

化工板块今日（10月21日）震荡上行，反映化工 板块整体走势的化工ETF（516020）开盘后多数时间 红盘震荡，截至发稿，场内价格涨0.55%。 成份股方面，民爆用品、钾肥、锂电、其他化学原料等板块部分个股涨幅居前。截至发稿，广东宏大、 亚钾国际双双大涨超3%，藏格矿业涨超2%，杭氧股份、新宙邦、易普力等多股涨超1%。 | | | 分时 多日 1分 5分 15分 30分 ▼ | | | | | F9 盘前盘后 图加 九龙 图技 工具 @ (2 > | | | 4. TETE O | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 100 | | | | 516020[化工ETF] 10:09 价 0.732 混跌 0.004(0.55%) 均价 0.731 威交量 4522 1. | | | | 11:44 | E | 0.732 | | +0.004 +0.55% | | 0.731 | | | | | | | | 0.41% | | SSE CNY 10:09:53 ...

Core Viewpoint - The company, Xinzhou Bang, is experiencing steady growth in its semiconductor chemicals business, driven by the rapid development of the domestic electronic information industry and a clear trend towards domestic substitution [1] Group 1: Company Performance - The company has been increasing its production scale and market supply capacity in line with its development strategy, leveraging strong R&D capabilities and patent accumulation [1] - The shipment volume and sales revenue of semiconductor chemicals have been steadily increasing [1] - The capacity utilization rate for electronic chemicals business is at 49.67%, which is considered to be at a reasonable level [1] Group 2: Market Position - The company has established cooperative relationships with numerous mainstream customers and is continuously delivering products [1] - Specific customer and order information is confidential and cannot be disclosed without permission [1] Group 3: Future Outlook - In the first half of 2025, the company aims to consolidate its main business while actively seizing market opportunities and continuously optimizing capacity layout and operational efficiency [1]

我国六氟磷酸锂产能集中在少数企业，受益于价格上涨盈利能力有望修复 根据百川盈孚数据，截至25年10月17日，我国六氟磷酸锂行业共具备产能44.29万吨/年，其中有效产能 38.94万吨/年，同比增长13.7%，产能主要集中于天赐材料（002709）、多氟多（002407）、天际股份 （002759）、石大胜华（603026）等主要厂商，其中，天赐材料产能折固约11万吨/年，多氟多产能约6 万吨/年，石大胜华产能约3.7万吨/年，天际股份产能约3.7万吨/年，新宙邦（300037）投资的石磊氟材 料现有六氟磷酸锂产能为2.4万吨/年，待2025年底技改完成后，六氟磷酸锂规划产能可达3.6万吨/年。 光大证券发布研报称，本轮六氟磷酸锂价格上涨的核心驱动力源于强劲的需求复苏与供给端的紧张格 局，下游电解液和电池制造商的需求显著回暖，而上游的六氟磷酸锂生产商此前在行业低谷期普遍采取 了谨慎的生产策略，并未有显著的产能扩张，当前市场上大部分厂家基本处于满产状态，供应增幅较 小。自9月中旬以来，六氟磷酸锂价格打破了长期的横盘整理态势，开启了快速上行通道，国庆节后， 六氟磷酸锂价格出现了跳跃式增长。 光大证券主要观点如下： ...

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights a recovery opportunity at the bottom of the chemical cycle, particularly in the titanium dioxide sector, with major companies expanding globally and focusing on asset acquisitions [3][4]. - Global oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable with a projected global GDP growth of 2.8% [4][5]. - The report emphasizes the importance of various chemical chains, including textiles, agriculture, and exports, as well as the potential for recovery in profitability for titanium dioxide due to easing trade tensions and improved overseas real estate conditions [3][4]. Summary by Sections Industry Dynamics - Oil supply is anticipated to rise, with OPEC+ expected to increase production, while demand is stable but may slow due to tariffs [4]. - Coal prices are expected to stabilize at a low level, and natural gas exports from the U.S. are likely to increase, reducing import costs [4]. Chemical Product Prices and Trends - The report notes that the PPI for all industrial products fell by 2.3% year-on-year in September, indicating a narrowing decline compared to August [5]. - Manufacturing PMI rose to 49.8%, suggesting a continued recovery in manufacturing activity [5]. Investment Analysis - The report suggests focusing on four key areas for investment: textiles, agriculture, export-related chemicals, and sectors benefiting from reduced competition [3]. - Specific companies to watch include Lu Xi Chemical, Tongkun Co., and Huafeng Chemical in the textile chain, and various firms in the agricultural sector such as Hualu Hengsheng and Baofeng Energy [3][4]. Key Company Valuations - The report provides a valuation table for key companies, indicating their market capitalization and projected earnings for the coming years [14].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights the global expansion of major titanium dioxide manufacturers, emphasizing the opportunity for industry recovery from the bottom of the cycle. The acquisition of Venator UK's titanium dioxide assets and the establishment of subsidiaries in Malaysia and the UK are key developments [4][5]. - The macroeconomic outlook for the chemical sector indicates stable oil demand despite a slight slowdown due to tariffs, with global GDP growth projected at 2.8%. The report also notes that coal prices are stabilizing and natural gas export facilities in the U.S. are expected to accelerate [4][5]. - The report suggests investment strategies across various sectors, including textiles, agriculture, and chemicals, with a focus on companies benefiting from the "anti-involution" policies [4][5]. Summary by Sections Industry Dynamics - The report discusses the current macroeconomic conditions affecting the chemical industry, including oil supply and demand dynamics, with a forecast of increased production from non-OPEC sources and stable global oil demand [5][6]. - It notes that the PPI for industrial products decreased by 2.3% year-on-year in September, indicating a stabilization in prices due to improved supply-demand structures [6]. Investment Analysis - The report recommends a diversified investment approach focusing on sectors such as textiles, agriculture, and export-oriented chemicals, highlighting specific companies for potential investment [4][18]. - Key materials for growth are identified, including semiconductor materials and packaging materials, with specific companies mentioned for each category [4][18]. Price Movements - The report provides detailed price movements for various chemical products, including titanium dioxide, fertilizers, and pesticides, indicating a mixed outlook with some prices stabilizing while others show slight declines [11][14][20]. - It highlights the impact of external factors such as raw material costs and international trade dynamics on pricing trends within the chemical sector [11][14].

Investment Rating - The investment rating for the chemical raw materials industry is "Positive" (maintained) [1] Core Views - The report emphasizes that the refrigerant trend remains unchanged, suggesting to actively seize layout opportunities after market corrections [4][22] - The fluorochemical industry chain has entered a long prosperity cycle, with significant growth potential across various segments, including fluorite, refrigerants, and high-end fluorinated materials [22] Summary by Sections 1. Industry Overview - The fluorochemical index decreased by 8.97% from October 13 to October 17, underperforming the Shanghai Composite Index by 7.50% [6][24] - The average price of fluorite (97% wet powder) as of October 17 is 3,620 CNY/ton, down 0.44% week-on-week, but up 3.12% year-on-year [19][34] 2. Refrigerant Market - As of October 17, prices for various refrigerants are as follows: R32 at 62,500 CNY/ton, R125 at 45,500 CNY/ton, R134a at 53,000 CNY/ton, R410a at 53,000 CNY/ton, and R22 at 16,000 CNY/ton [20][23] - The market for R32 and R134a is expected to remain warm due to slight recovery in domestic production demand and seasonal export orders [21][22] 3. Key Companies and Performance - Recommended stocks include Jinshi Resources, Juhua Co., Sanmei Co., and Haohua Technology, with other beneficiaries being Dongyangguang, Yonghe Co., Dongyue Group, and Xinzhou Bang [11][22] - Sanmei Co. expects a net profit of 1.524 to 1.646 billion CNY for the first three quarters of 2025, representing a year-on-year increase of 171.73% to 193.46% [10]

Core Viewpoint - The company focuses on high-end fluorinated fine chemicals and high-end fluorinated polymers, which are high value-added products in the fluorochemical industry chain, characterized by high production technical difficulty and high entry barriers [1] Group 1: Product Characteristics - The company's fluorinated chemical products are influenced by high quality and delivery requirements from customers, as well as the complexity of product innovation and application fields [1] - The gross margin of organic fluorinated chemicals is affected by the aforementioned factors [1] Group 2: Business Operations - The electronic chemicals business maintains stable strategic partnerships with core domestic and international customers due to solid R&D accumulation, stable supply assurance, high-quality products, and a rigorous quality system [1] - The company has a high global market share for many of its products, supported by multi-base delivery services [1]