12月26日，新宙邦盘中上涨2.01%，截至10:36，报54.74元/股，成交6.75亿元，换手率2.31%，总市值 409.34亿元。 资金流向方面，主力资金净流入2393.11万元，特大单买入6250.10万元，占比9.25%，卖出4279.95万 元，占比6.34%；大单买入1.67亿元，占比24.65%，卖出1.62亿元，占比24.03%。 新宙邦今年以来股价涨47.77%，近5个交易日涨10.99%，近20日涨4.15%，近60日涨13.71%。 新宙邦所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：电解液、六氟磷酸锂、4680 电池、氟化工、固态电池等。 截至9月30日，新宙邦股东户数4.56万，较上期增加19.44%；人均流通股11840股，较上期减少16.27%。 2025年1月-9月，新宙邦实现营业收入66.16亿元，同比增长16.75%；归母净利润7.48亿元，同比增长 6.64%。 分红方面，新宙邦A股上市后累计派现21.49亿元。近三年，累计派现11.21亿元。 机构持仓方面，截止2025年9月30日，新宙邦十大流通股东中，易方达创业板ETF（159915）位居第六 大 ...

Core Insights - The report highlights a sustained high growth in electric vehicle (EV) sales across nine European countries in November 2025, with a total of 281,000 new energy vehicles sold, representing a year-on-year increase of 38.6% and a penetration rate of 34.3%, up by 9.0 percentage points [1][2]. Group 1: Sales Performance - In November 2025, battery electric vehicle (BEV) sales reached 190,000 units, marking a year-on-year increase of 40.5%, while plug-in hybrid electric vehicle (PHEV) sales totaled 91,000 units, up by 35.0% [1][2]. - Germany's BEV sales were 56,000 units, a significant year-on-year increase of 58.5%, and PHEV sales were 32,000 units, up by 57.4% [2][3]. - France's BEV sales reached 34,000 units, reflecting a year-on-year growth of 47.5%, with a penetration rate of 25.8%, an increase of 8.4 percentage points [3]. Group 2: Market Drivers - The implementation of subsidies in France and Italy has led to a rapid increase in BEV sales, with Italy experiencing a remarkable year-on-year growth of 131.4% in BEV sales, totaling 15,000 units [3]. - The UK has restarted EV subsidies and is under pressure from zero-emission vehicle (ZEV) targets, which is expected to sustain growth in EV sales in the coming months [2][3]. - Norway is anticipated to see a surge in electric vehicle purchases as the year-end approaches, driven by consumer demand [1][2]. Group 3: Future Outlook - The European Commission's proposal to adjust the 2035 emission reduction targets is not expected to hinder the long-term trend of electrification in Europe; instead, it may promote sales of small electric vehicles [4]. - New generations of pure electric models are set to be launched by various automakers from late 2025 to the first half of 2026, which is likely to boost the European EV market [4]. Group 4: Investment Recommendations - Investment recommendations include companies involved in lithium batteries, lithium materials, battery structural components, power/electric drive systems, automotive safety components, and charging infrastructure [4]. - Specific companies recommended for investment in lithium batteries include CATL, EVE Energy, and Xinwangda, while lithium material companies include Hunan Youneng and Tianci Materials [4].

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]

Core Viewpoint - The company has successfully implemented its fluorinated cooling liquid products in key areas such as semiconductor process cooling, data center immersion cooling, and precision instrument cleaning, establishing strong partnerships with major global clients [2] Group 1 - The company's fluorinated cooling liquid products are now in mass application across critical sectors [2] - The company has built cooperative relationships with numerous mainstream global clients, ensuring continuous delivery [2] - Customer feedback and capacity utilization are reported to be positive [2]

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） ...