证券日报网讯12月25日，新宙邦（300037）在互动平台回答投资者提问时表示，公司凭借在氟化液领域 强技术积累和充足产能保障，已与众多全球主流客户建立合作关系并持续交付中。关于公司的经营业绩 情况请关注公司在巨潮资讯网发布的定期报告并请注意投资风险。 ...

Group 1 - The core viewpoint of the articles highlights the recent performance and growth of the chemical ETF Tianhong (159133), which has seen significant trading activity and inflows, indicating investor interest in the chemical sector [1] - As of December 23, 2025, the chemical ETF Tianhong (159133) recorded a turnover of 8.33% with a transaction volume of 45.52 million yuan, and the underlying index, the CSI Sub-Industry Chemical Theme Index (000813), rose by 0.65%, marking five consecutive days of gains [1] - The chemical ETF Tianhong (159133) experienced a notable increase in scale, growing by 50.67 million yuan over the past two weeks and 5.5 million shares in the past week, reflecting strong investor demand [1] Group 2 - Recent price increases in MDI and lithium carbonate have driven a positive outlook for the chemical sector, with global chemical giants raising MDI prices due to supply constraints [2] - The chemical sector has been in a profit bottoming phase for 11 consecutive quarters, with many sub-industries operating at or below breakeven, but expectations for supply-side reforms are rising [2] - Institutions like CICC and Founder Securities suggest focusing on low-valuation leaders and sectors with improving supply-demand dynamics, benefiting from domestic policies aimed at reducing excess capacity [2]

证券日报网讯12月23日，新宙邦（300037）发布公告称，公司将于2025年12月30日召开2025年第四次临 时股东会。 ...

Core Viewpoint - The company, Xinzhou Bang, is focused on consolidating its main business while actively seizing market opportunities and optimizing capacity layout and operational efficiency in the first half of 2025 [1] Group 1: Company Strategy - The company aims to maintain an overall capacity utilization rate at a reasonable level while planning its capacity based on current and future potential customer demand [1] - The company is committed to ensuring that the production capacity of organic fluorochemicals and electronic information chemicals will continuously meet customer demand over the next three to five years [1] Group 2: Industry Outlook - The industries of organic fluorochemicals and electronic information chemicals have a clear outlook, with a wide variety of products and a long production chain [1] - The company anticipates effective absorption of production capacity due to the diverse product categories and the long production chain in these sectors [1]

Core Viewpoint - The company, Xinzhou Bang, reported that its overseas business has a higher gross margin than its domestic operations, attributed to the establishment of overseas production bases, localization of service points, and the premium from its brand and intellectual property [1] Group 1: Business Performance - The gross margin for overseas sales of organic fluorochemicals and high-end capacitor chemicals is high due to significant technical barriers and added value, which boosts the overall gross margin level [1] - The company's Poland factory has achieved localized production and supply of electrolytes, effectively reducing logistics and tariff costs, positively contributing to the performance of its battery chemicals business [1] Group 2: Global Strategy - The company is focused on a customer-centric approach to build a stable and efficient supply system, supported by a professional and efficient international team [1] - The company has established subsidiaries in regions including Europe, Southeast Asia, Japan, South Korea, and the Middle East, creating a global sales and service network that covers mainstream markets [1] - The company is implementing a global and integrated industrial chain layout strategy to seize new opportunities arising from Chinese battery companies establishing factories overseas [1] - The company plans to continue deepening its global layout and enhancing local service capabilities to capture opportunities in the global new energy industry chain development [1]

证券日报网讯 12月23日，新宙邦在互动平台回答投资者提问时表示，公司的含氟冷却液产品已实现在 半导体制程冷却、数据中心浸没式冷却及精密仪器清洗等关键领域的批量应用，在客户合作方面，公司 凭借在氟化液领域强技术积累和充足产能保障，已与众多全球主流客户建立合作关系并持续交付中，客 户反馈和产能利用情况良好，公司的具体客户信息属于商业保密范畴，未经许可公司不便讨论具体客户 名称及业务情况。 （文章来源：证券日报） ...

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) experiencing a maximum intraday increase of 1.33% before closing up 0.48% [1][10] - Key stocks in the sector include lithium battery-related companies, fluorochemicals, and phosphate chemicals, with notable performances from companies like Duofu Duo and Tianqi Materials, which surged by 9.37% and over 5% respectively [1][9] - The sub-index of the chemical ETF has shown a year-to-date increase of 34.27%, outperforming major A-share indices such as the Shanghai Composite Index (16.95%) and the CSI 300 Index (17.43%) [3][10] Group 2 - The basic chemical sector has seen significant capital inflow, with a net inflow of 14.218 billion yuan on a single day and a total of 37.722 billion yuan over the past five days, leading among 30 major industry sectors [2][11] - The lithium battery supply chain is experiencing a "warm winter" trend, driven by surging demand in energy storage and related sectors, leading to price increases across various components [4][12] - Analysts attribute the price increases in the lithium battery supply chain to unexpected growth in energy storage demand, with global energy storage installations expected to reach 150 GWh by 2025, a 50% year-on-year increase [5][13] Group 3 - The current valuation of the chemical sector is considered attractive, with the sub-index's price-to-book ratio at 2.48, which is at a relative low point historically [5][13] - Looking ahead, the chemical industry is expected to face a turning point in 2026, driven by supply-side contractions and strong policy support, potentially leading to a "Davis double play" scenario of valuation recovery and earnings growth [6][14] - The chemical ETF (516020) is recommended for investors looking to capitalize on the sector's rebound, as it tracks a comprehensive index covering various sub-sectors, with significant holdings in large-cap leading stocks [6][14]

每经AI快讯，新宙邦（300037.SZ）12月23日在投资者互动平台表示，公司已在韩国设立子公司，这是 基于全球市场需求的关键战略布局，韩国新宙邦将凭借公司产品和服务一体化解决方案以及供应链垂直 整合的优势，深度融入当地产业链生态，通过就近提供技术支持和快速交付服务，实现与韩国客户的深 度合作。关于公司的具体经营业绩情况请关注公司在巨潮资讯网发布的定期报告并请注意投资风险。 （文章来源：每日经济新闻） ...

格隆汇12月23日丨新宙邦(300037.SZ)在互动平台表示，公司的含氟冷却液产品已实现在半导体制程冷 却、数据中心浸没式冷却及精密仪器清洗等关键领域的批量应用，氢氟醚与全氟聚醚现有产能合计5500 吨，公司凭借在氟化液领域强技术积累和充足产能保障，已与多个应用领域众多全球主流客户建立合作 关系并持续交付中，客户反馈良好，产能利用率持续提升。随着全球半导体产业投资加速及国际主流公 司退出带来的市场机遇，公司氟化液业务有望迎来持续增长，为满足未来的需求，公司新的产能也在积 极布局中。 ...

（文章来源：每日经济新闻） 新宙邦（300037.SZ）12月23日在投资者互动平台表示，公司境外业务毛利率高于境内业务，主要得益 于海外生产基地的建设、海外服务网点的本地化以及公司品牌和知识产权带来的溢价。公司在海外销售 的有机氟化学品、高端电容器化学品等产品技术壁垒高、附加值高，拉动了整体毛利率水平。同时，公 司波兰工厂已实现电解液本地化生产和供应，有效降低了物流与关税成本，对电池化学品业务的业绩有 积极贡献。在全球布局方面，公司坚持以客户为中心，为构造一个稳定、高效的供应体系，公司拥有一 支专业、高效的国际化精干团队，在全球进行了广泛的布局以满足客户需求。目前公司在欧美、东南 亚、日韩、中东等地均设有子公司，已构建了覆盖主流市场的全球化销售与服务网络。公司正在实施全 球化、一体化产业链布局的战略，积极把握中国电池企业在海外建厂带来的新机遇。未来，公司将继续 深化全球化布局，提升本地化服务能力，以抓住全球新能源产业链发展的机遇。关于公司的具体经营业 绩情况请关注公司在巨潮资讯网发布的定期报告并请注意投资风险。 每经AI快讯，有投资者在投资者互动平台提问：看到公司的2025年半年财务报告显示，公司境外销售 ...