Core Viewpoint - The company has reported that its overseas sales contribute significantly to its overall profitability, with a gross margin of 45.40% compared to 19.69% for domestic sales, indicating a strong performance in international markets driven by strategic initiatives and product quality [2]. Group 1: Overseas Business Performance - The company's overseas business gross margin is higher than domestic due to the establishment of overseas production bases, localized service networks, and the premium associated with its brand and intellectual property [2]. - The company has localized the production and supply of electrolytes at its Poland factory, effectively reducing logistics and tariff costs, which positively contributes to the performance of its battery chemicals business [2]. Group 2: Global Expansion 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 that has established a broad global presence to meet customer needs [2]. - The company has subsidiaries in Europe, Southeast Asia, Japan, South Korea, and the Middle East, creating a global sales and service network that covers mainstream markets [2]. - The company is implementing a global and integrated industrial chain layout strategy to seize new opportunities arising from Chinese battery manufacturers establishing factories overseas [2].

| 证券代码：300037 | 证券简称：新宙邦 | 公告编号：2025-105 | | --- | --- | --- | | 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 董事会薪酬与考核委员会 关于公司2025年限制性股票激励计划预留授予激励对象名单公示情 况及核查意见的说明 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳新宙邦科技股份有限公司（以下简称"公司"）于 2025 年 12 月 11 日 召开第六届董事会第二十六次会议，审议通过了《关于向 2025 年限制性股票激 励计划激励对象预留授予限制性股票的议案》。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深 圳证券交易所创业板股票上市规则》（以下简称"上市规则"）、《深圳证券交 易所创业板上市公司自律监管指南第 1 号-业务办理》（以下简称"《自律监管 指南》"）等法律、法规、规范性文件的相关规定，公司将 2025 年限制性股票 激励计划（以下简称"本次激励计划"）预留授予的激励对象的姓名及职务在公 司内部公示系统进行了内部公示，公 ...

| 证券代码：300037 | 证券简称：新宙邦 | 公告编号：2025-106 | | --- | --- | --- | | 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 关于召开2025年第四次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳新宙邦科技股份有限公司（以下简称"公司"）于2025年12月12日在巨 潮资讯网（http://www.cninfo.com.cn）上刊登了《关于召开2025年第四次临时股东 会的通知》（公告编号：2025-104），定于2025年12月30日召开公司2025年第四 次临时股东会，本次会议将采取现场投票与网络投票相结合的方式，为切实保护 广大投资者的合法权益，方便公司股东行使表决权，现将本次股东会的有关事宜 提示如下： 一、召开会议基本情况 1、股东会届次：2025年第四次临时股东会 2、会议召集人：公司第六届董事会 3、会议召开的合法、合规性：公司于2025年12月11日召开的第六届董事会 第二十六次会议审议通过了《关于召开2025年第四次临时股东会 ...

化工板块今日（12月23日）继续猛攻，反映化工板块整体走势的化工ETF（516020）早盘低位震荡后突然拉升，盘中场内价格最高涨幅达到 1.33%，截至发稿，涨0.73%。 成份股方面，氟化工、锂电等板块部分个股涨幅居前。截至发稿，多氟多、天赐材料双双涨停，恩捷股份大涨超6%，新宙邦涨超5%，宏达股 份、星源材质涨超2%。 | 分时 多日 1分 5分 | | | 15分 30分 ୧୦સ | | | F9 盘前盘后 叠加 九转 画线 工具 & 2 > | | | | CD | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.838 | | | 13:48 6 0.833 | ANNA | * 0.006(0.73%) 均价 0.833 成交量 0 IOPV 0.8. | | | | (0): 3 3 SSE CNY 13:48:16 交易中 | | +0.006 +0.73% 中 / @ + | | 0:833 | | | | | | | | 0.6798 | 净值走势 | | 华宝化工 ...

Core Viewpoint - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a significant increase, reflecting a broader positive trend in the industry [1][9]. Group 1: Market Performance - On December 23, the chemical ETF (516020) saw a maximum intraday price increase of 1.33%, closing with a gain of 0.73% [1][10]. - The chemical sector has outperformed major A-share indices this year, with the chemical ETF's index showing a year-to-date increase of 33.41%, compared to 16.87% for the Shanghai Composite Index and 17.2% for the CSI 300 Index [1][12]. Group 2: Stock Performance - Key stocks in the chemical sector, particularly in fluorine chemicals and lithium batteries, have shown notable gains, with companies like Duofu Duo and Tianci Materials hitting the daily limit up, and others like Enjie and Xinzhoubang increasing by over 6% and 5% respectively [1][10]. Group 3: Price Trends in Raw Materials - Since November, there has been a significant price increase in core raw materials for lithium batteries, with lithium hexafluorophosphate rising from 55,000 CNY/ton to 120,000 CNY/ton (over 118% increase), and lithium cobalt oxide increasing from 140,000 CNY/ton to 350,000 CNY/ton (over 150% increase) [4][13]. - The price of battery-grade lithium carbonate has also surpassed 94,000 CNY/ton, with a monthly increase of over 16% in November [4][13]. Group 4: Valuation and Investment Outlook - The current price-to-book ratio of the chemical ETF's index is 2.32, which is at a relatively low level compared to the past decade, indicating potential value for long-term investment [4][13]. - Analysts predict that the chemical industry may experience a cyclical upturn by 2026, driven by supply-side adjustments and policy support, suggesting a favorable environment for investment in the sector [6][14].

Group 1 - The fluorochemical sector has seen an overall increase of 2.13% as of December 23, with specific stocks such as Duofu Duo, Tianji Co., and Tianci Materials reaching their daily limit up [1][2] - According to Juhua Co., the air conditioning market is expected to maintain stable growth by 2026, with R32 supply and demand remaining in a tight balance [2] - The demand for R134a is anticipated to increase due to the rapid development of new energy vehicles, leading to a tighter supply-demand balance [2] Group 2 - R125 is expected to experience tight supply due to a small internal quota ratio and reduced social inventory [2] - The tightening of refrigerant quotas is seen as a long-term trend, with major refrigerants like R32, R134a, and R125 expected to maintain a favorable market outlook and significant price upside potential [2] - The liquid cooling industry is projected to enhance the demand for fluorinated liquids and refrigerants [2]

Core Viewpoint - The stock of Shenzhen New Zobon Technology Co., Ltd. has shown significant performance, with a year-to-date increase of 37.56% and a recent rise of 2.08% on December 23, 2023, indicating strong market interest and investment potential [1]. Financial Performance - For the period from January to September 2025, New Zobon achieved a revenue of 6.616 billion yuan, representing a year-on-year growth of 16.75%, while the net profit attributable to shareholders was 748 million yuan, up by 6.64% [2]. - Cumulatively, since its A-share listing, New Zobon has distributed a total of 2.149 billion yuan in dividends, with 1.121 billion yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for New Zobon increased to 45,600, a rise of 19.44%, while the average circulating shares per person decreased by 16.27% to 11,840 shares [2]. - The stock's trading activity on December 23, 2023, included a net inflow of 12.7799 million yuan from main funds, with significant buying and selling activity from large orders [1]. Business Overview - New Zobon, established on February 19, 2002, and listed on January 8, 2010, specializes in the research, production, sales, and service of new electronic chemicals and functional materials [1]. - The company's main revenue sources include battery chemicals (66.43%), organic fluorine chemicals (17.03%), electronic information chemicals (16.03%), and other supplementary products (0.50%) [1].

Core Viewpoint - The company Xinzhou Bang has shown a significant increase in stock performance and trading activity, with notable financial metrics indicating growth in revenue and net profit, alongside changes in shareholder composition and financing activities [1][2]. Group 1: Stock Performance and Trading Activity - On December 19, Xinzhou Bang's stock rose by 2.84%, with a trading volume of 992 million yuan [1]. - The financing buy-in amount on the same day was 75.72 million yuan, while the financing repayment was 84.27 million yuan, resulting in a net financing buy of -8.55 million yuan [1]. - As of December 19, the total financing and securities lending balance for Xinzhou Bang was 1.034 billion yuan, with a financing balance of 1.028 billion yuan, accounting for 2.79% of the circulating market value, indicating a high level compared to the past year [1]. Group 2: Financial Performance - For the period from January to September 2025, Xinzhou Bang achieved an operating revenue of 6.616 billion yuan, representing a year-on-year growth of 16.75% [2]. - The net profit attributable to the parent company for the same period was 748 million yuan, reflecting a year-on-year increase of 6.64% [2]. - The company has distributed a total of 2.149 billion yuan in dividends since its A-share listing, with 1.121 billion yuan distributed over the past three years [2]. Group 3: Shareholder Composition - As of September 30, 2025, the number of shareholders for Xinzhou Bang increased to 45,600, a rise of 19.44% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 16.27% to 11,840 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by E Fund's Growth Enterprise Board ETF and the entry of new shareholders such as Hong Kong Central Clearing Limited [2].

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, indicating strong market demand and growth potential [2] Group 1: Product Application and Market Position - The company's fluorinated cooling liquids, including hydrogen fluoride ether (HFE) and perfluoropolyether (PFPE), have achieved a combined production capacity of 5,500 tons [2] - The company has established partnerships with numerous global mainstream clients across various application fields, receiving positive feedback and continuously improving capacity utilization [2] Group 2: Industry Growth and Future Outlook - The acceleration of global semiconductor industry investments and the exit of international mainstream companies from the market present significant opportunities for the company's fluorinated liquid business [2] - The company is actively planning new capacity expansions to meet future demand in the growing market [2]

Aerospace - Xiangdian Co., Ltd. has completed the prototype development of an auxiliary starting aviation permanent magnet power generation system [1] - Guoke Military Industry holds the assembly and manufacturing license for solid rocket engines [1] - Baotailong's graphene materials show potential applications in the satellite field [1] - Dayang Electric does not currently engage in the aerospace sector [1] Automotive - Xinrui Technology is a mainstream supplier of high-pressure "electric control" DCF series products for hydrogen and fuel cell vehicles [1] - Yidun Electronics has established a partnership with Seres, with some products currently in the sample verification stage [1] Collaboration with Doubao - Meixinsheng's wireless charging chips have been used in Doubao AI smartphones [1] - BlueFocus has in-depth cooperation with the Doubao large model family [1] Robotics - Ningbo Fangzheng has begun small-batch supply to downstream customers in the robotics sector [1] Other Developments - Zhongci Electronics has collaborated with domestic and international 1.6T optical module companies to develop multiple ceramic shells and substrates, all of which are in stable mass production [1] - Hanbo High-tech's products cover well-known consumer electronics companies, including Xiaomi [1] - Haixia Co., Ltd. expects to benefit from increased traffic to and from Hainan Free Trade Port after the island's full closure operation [1] - Guotai Group's subsidiary, Sanshi Nonferrous, has refined high-purity niobium hydroxide experimental products [1] - Taihe Technology has potential customers for VC products but has not signed any sales contracts yet [1] - Xinjubang's fluorinated cooling liquid products have achieved mass application in key areas such as semiconductor process cooling [1] - Digital China maintains a good cooperative relationship with NVIDIA, distributing multiple series of NVIDIA products [1]