Group 1 - The company has signed a strategic cooperation framework agreement with Suzhou Qitian New Materials Co., Ltd. to develop additives for lithium battery electrolytes derived from ethylene oxide [1] - This transaction does not constitute a related party transaction or a major asset restructuring according to the Shenzhen Stock Exchange's Growth Enterprise Market listing rules [1]

辽宁奥克化学股份有限公司 关于签署战略合作框架协议的自愿性信息披露公告 证券代码：300082 证券简称：奥克股份 公告编号：2025-061 辽宁奥克化学股份有限公司 关于签署战略合作框架协议的自愿性信息披露公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、战略合作框架协议签署概况 2、注册资本：7000 万元 3、法定代表人：傅人俊 4、苏州祺添基本情况：苏州祺添成立于 1992 年，是一家专业致力于锂电池 电解液添加剂、功能有机硅材料的研发、生产、销售的高新技术企业，苏州祺添 总部位于江苏省常熟市，建有现代化的研发、质检实验室，配备完善先进的研发 检测设备，现有江苏常熟、山东嘉祥和福建连江三个生产基地，总占地面积逾 320 亩，员工总数 800 余人。苏州祺添成功通过"国家高新技术企业"、"江苏 省车用锂电池电解液添加剂工程技术研究中心"和"江苏省研究生工作站"、"江 苏省企业技术中心"、"江苏省专精特新中小企业"、"江苏省民营科技企业"、 "苏州市瞪羚企业"、"江苏省产业研究院企业联合创新中心"等认定。苏州祺 添的新能源电池电解液添加剂主要产能及产品 ...

Group 1: Industry Performance - The petrochemical index saw an overall increase, with six indices rising and only the chemical machinery index declining by 4.02% [1] - The chemical raw materials index rose by 3.44%, the pharmaceutical index increased by 3.09%, and the pesticide and fertilizer index went up by 3.18% [1] - In the oil sector, the oil processing index increased by 1.84%, the oil extraction index rose by 1.42%, and the oil trading index surged by 7.39% [1] Group 2: Commodity Prices - International crude oil prices experienced slight upward fluctuations, with WTI settling at $60.09 per barrel, up 0.57% from November 7, and Brent at $64.39 per barrel, up 1.19% [1] - The top five petrochemical products with the highest price increases included DMC (up 18.18%), natural rubber (up 13.22%), D4 (up 13.04%), 107 glue (up 12.71%), and methyl acrylate (up 8.03%) [1] - The five petrochemical products with the largest price declines were isooctyl acrylate (down 7.69%), 2,4-dichlorophenoxyacetic acid (down 4.29%), dichloromethane (down 3.64%), diethylene glycol (down 3.53%), and vitamin D3 (down 3.33%) [1] Group 3: Capital Market Performance - The top five listed chemical companies with the highest stock price increases were Shida Shenghua (up 43.44%), Yongtai Technology (up 33.89%), Aoke Shares (up 23.36%), Taihe Technology (up 23.59%), and Kaisheng New Materials (up 23.03%) [2] - The five listed chemical companies with the largest stock price declines included Xiangyuan New Materials (down 15.42%), Xinhang New Materials (down 14.15%), Dongcai Technology (down 13.52%), Kaili New Materials (down 12.60%), and Asia-Pacific Industry (down 11.16%) [2]

Core Viewpoint - The company, Aoke Co., announced on November 17 that its subsidiary, Jiangsu Aoke, produces lithium battery electrolyte solvent carbonate products with an annual designed capacity of 30,000 tons. The company can adjust production capacity and market layout based on market supply and demand conditions [2]. Group 1 - The annual designed production capacity of Jiangsu Aoke is 30,000 tons [2]. - The company has the flexibility to adjust production capacity according to market supply and demand [2].

Investment Rating - The report maintains a positive outlook on the chemical industry, suggesting a focus on price increases and anti-involution products [1][5]. Core Insights - The chemical sector saw a 2.61% increase in the second week of November, outperforming the Shanghai Composite Index by 2.79 percentage points [2][13]. - Key recommended companies include those benefiting from rising lithium hexafluorophosphate prices and leading firms in the anti-involution trend [5]. Industry Performance - The chemical sector's dynamic PE ratio is 25.60, significantly above the average PE of 13.41 since 2015 [2][13]. - Among 27 sub-industries, five showed declines, with the top gainers being acrylic fiber (+15.18%) and nitrogen fertilizer (+9.19%) [3][18]. Price and Spread Trends - The top five products with the highest weekly price increases include liquid chlorine (+22.93%) and monochloromethane (+19.44%) [4][23]. - The largest price spread increases were seen in organic silicon DMC (+58.87%) and propylene (propane-based) (+45.69%) [4][44]. Inventory Changes - Significant inventory changes were noted, with polyester chips increasing by 8.93% and acetic acid by 6.69% [5][64]. Recommendations - The report suggests focusing on companies like Duofu Duo and Shenzhen New Star, which benefit from the high demand for lithium hexafluorophosphate, and Yun Tianhua, which is poised to gain from the strong phosphate chemical market [5].

Market Overview - The chemical raw materials sector experienced a decline of 1.6% on November 14, with Aok股份 leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Notable gainers in the chemical raw materials sector included 博源化工, which rose by 2.47% to a closing price of 7.47, and 振华股份, which increased by 1.97% to 30.00 [1] - Aok股份 saw a significant decline of 9.62%, closing at 12.31, while 恒光股份 and 三祥新材 also experienced notable drops of 6.78% and 6.44%, respectively [2] Trading Volume and Capital Flow - The total net outflow of main funds in the chemical raw materials sector was 16.12 billion yuan, while retail investors saw a net inflow of 13.46 billion yuan [2] - The trading volume for 博源化工 was 817,000 shares, with a transaction value of 612 million yuan, indicating strong interest despite the overall market decline [1] Individual Stock Capital Flow - 博源化工 had a net inflow of 14.87 million yuan from main funds, while it saw a net outflow of 59.03 million yuan from retail investors [3] - 金能科技 experienced a net inflow of 11.58 million yuan from main funds, but also faced a net outflow of 8.89 million yuan from retail investors [3]

Group 1 - The core viewpoint of the article highlights that the upgrade rate of stocks with consecutive gains exceeds 50%, indicating strong market interest and activity in certain sectors [1] - A total of 70 stocks hit the daily limit up, with 21 stocks classified as consecutive gainers, including 10 stocks with three or more consecutive gains [1] - The upgrade rate for consecutive gainers is reported at 55.56%, excluding ST and delisted stocks, reflecting a robust performance in the market [1] Group 2 - The article notes that local stocks related to map speculation are performing well, with Pingtan Development achieving 13 consecutive gains in 21 days, Sanmu Group with 7 gains in 10 days, and Dongbai Group with 6 gains in 8 days [1] - Defensive sectors such as coal, gas, and electricity have seen a rise due to cold weather news, with Antai Group achieving 13 gains in 22 days and Daya Energy with 2 gains in 4 days [1] - The lithium battery sector experienced a split after a previous surge, with companies like Furui Shares achieving 7 consecutive gains and Shida Shenghua with 3 consecutive gains, while others like Aoke Shares and Tianhong Lithium fell over 9% [1]

New Stock Issuance - Cash option declaration period for Hangzhou Steam Turbine (200771) is from November 19 to November 25, 2025[1] - Acquisition request period for Hailianxun (300277) is from November 12 to November 18, 2025[1] Trading Alerts - Severe abnormal fluctuation reported for Haike Xinyuan (301292) on November 11, 2025[1] - Abnormal fluctuation noted for ST Yuancheng (603388) on November 11, 2025[1] Company Announcements - Announcement for Tianji Co., Ltd. (002759) on November 13, 2025[1] - Announcement for Huatong Technology (688109) on November 13, 2025[1] Other Notable Events - ST Meigu (000615) reported on November 13, 2025[1] - ST Zhongdi (000609) reported on November 13, 2025[1]

Market Overview - The chemical raw materials sector increased by 1.61% on November 13, with Kaisheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Performers - Kaisheng New Materials (301069) closed at 29.15, up 10.92% with a trading volume of 628,500 shares [1] - Sanyou Chemical (600409) closed at 6.61, up 9.98% with a trading volume of 1,168,200 shares [1] - Aoke Co., Ltd. (300082) closed at 13.62, up 9.31% with a trading volume of 1,428,400 shares [1] - Hengguang Co., Ltd. (301118) closed at 29.05, up 7.12% with a trading volume of 153,900 shares [1] - Shilong Industry (002748) closed at 14.31, up 7.11% with a trading volume of 641,600 shares [1] Market Capital Flow - The chemical raw materials sector saw a net inflow of 806 million yuan from institutional investors, while retail investors experienced a net outflow of 489 million yuan [2][3] - The top three stocks with significant net inflows from institutional investors include: - Kaisheng New Materials: 1.71 billion yuan [3] - Shilong Industry: 1.62 billion yuan [3] - Sanyou Chemical: 1.53 billion yuan [3] Notable Decliners - ST Yatai (000691) closed at 10.28, down 4.99% with a trading volume of 177,200 shares [2] - Zhenhua Co., Ltd. (603067) closed at 29.42, down 3.70% with a trading volume of 931,500 shares [2] - Sanxiang New Materials (603663) closed at 38.80, down 0.69% with a trading volume of 388,900 shares [2]

Group 1 - The core viewpoint of the article is that the company, Aoke Co., Ltd., has a 31.5% stake in Suzhou Huayi, which specializes in the research, production, and sales of lithium-ion battery electrolyte additives, particularly focusing on VC and FEC [2] - Suzhou Huayi's main products, VC (Vinylene Carbonate) and FEC (Fluoroethylene Carbonate), are essential additives for lithium battery electrolytes [2] - The primary applications of these products are in the fields of new energy vehicles, 3C products, and energy storage [2]