Core Insights - In the first three quarters of this year, 24 3D printing concept stocks reported a year-on-year increase in net profit, including significant growth from companies like Inno Laser, Chuangjiang New Material, and Aobi Zhongguang-UW [1] Performance Summary - Inno Laser achieved a net profit of 0.22 billion yuan, marking a year-on-year growth of 24.65 times [1] - Among the 24 stocks with profit growth, 6 have a rolling P/E ratio below 30, including Lichong Group, Yizhi Mi, and Aidi Te [1] - The average drawdown for these 24 stocks, compared to their yearly highs as of November 24, is 21.22%, with Huagong Technology and Meirui New Material experiencing drawdowns exceeding 30% [1] - Companies like Nengzhiguang, Ruike Laser, and Jiuri New Material have drawdowns between 25% and 30% [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688203 | 海正生材 | 14.60 | 11.45% | 9.71万 | | 1.36亿 | | 000859 | 国风新材 | 9.55 | 10.02% | 202.04万 | | 18.87亿 | | 301216 | 万凯新材 | 17.01 | 7.18% | 17.01万 | | 2.82亿 | | 300221 | 银禧科技 | 9.53 | 6.84% | ﺎ 75.58万 | | 7.01亿 | | 920056 | 能之光 | 26.41 | 5.39% | 3.04万 | | 7892.68万 | | 688386 | 泛亚微透 | 69.70 | 4.65% | 1.83万 | | 1.26亿 | | 300920 | 润阳科技 | 39.07 | 4.38% | 1.76万 | | 6809.27万 | | 601208 | 东材科技 | 18.05 | 4.34% | 83.56万 | | 14. ...

Group 1 - The 3D printing sector experienced a significant rise in the afternoon trading session on November 24, with notable stocks such as Jin Chengzi hitting the daily limit up [1] - Changjiang Materials previously reached its limit up, indicating strong market interest and performance in the sector [1] - Other companies in the 3D printing space, including Jialian Technology, Bolite, and Yinhui Technology, also saw increases in their stock prices, reflecting a broader positive trend in the industry [1]

Group 1 - The report emphasizes the focus on chemical new materials and fine chemicals as key investment areas in the context of China's dual carbon goals, with a series of top-level designs and policies to accelerate the industry's transformation towards high-end, intelligent, and green development [4][21][49] - The Shenyuan Basic Chemical Index has outperformed the CSI 300 Index, rising by 31.7% year-to-date as of November 19, 2023, surpassing the CSI 300 by 15.1 percentage points, ranking 6th among 31 Shenyuan industries [4][11] - The report suggests that the demand for modified plastics is expected to grow significantly, with production increasing from 22.5 million tons in 2020 to 33.2 million tons in 2024, reflecting a compound annual growth rate of 10% [4][24][30] Group 2 - The vitamin industry is expected to see improvements in supply-demand structure due to restrictions on new production capacities for various vitamins, which will help stabilize prices and enhance market conditions [4][38][50] - China is the largest producer of vitamins globally, with an expected production of 491,000 tons in 2025, accounting for 89% of global output, and the country has implemented restrictions on new capacity for several vitamins [34][38][50] - The report highlights that the demand for vitamins is anticipated to grow, driven by global population growth and increasing life expectancy, which will enhance the need for nutritional products [42][48][50] Group 3 - The report recommends focusing on key companies such as Kingfa Technology, Yinhai Technology, and Guoen Co., which are expected to benefit from the growth in modified plastics [4][49][51] - For the vitamin sector, companies like Wanhua Chemical, New Hope Liuhe, and Tianxin Pharmaceutical are highlighted as key players to watch due to their strong market positions and growth potential [4][49][51] - The report indicates that modified plastics are recognized as a strategic emerging industry in China, supported by various policies aimed at promoting technological innovation and application [4][21][24]

格隆汇11月20日丨银禧科技(300221.SZ)在互动平台表示，公司的PPO业务材料分为PPO注塑用改性塑料 与化工合成的电子化学品PPO材料。PPO注塑用改性塑料是公司成熟的产品，共用改性塑料产线，产能 充足。公司的电子化学品PPO年设计产能为300吨，但受多种因素影响，实际产能远低于设计产能，目 前还在爬坡中。 （原标题：银禧科技(300221.SZ)：PPO注塑用改性塑料是公司成熟的产品，共用改性塑料产线，产能充 足） ...

格隆汇11月20日丨银禧科技(300221.SZ)在互动平台表示，公司的PPO业务材料分为PPO注塑用改性塑料 与化工合成的电子化学品PPO材料。PPO注塑用改性塑料是公司成熟的产品，共用改性塑料产线，产能 充足。公司的电子化学品PPO年设计产能为300吨，但受多种因素影响，实际产能远低于设计产能，目 前还在爬坡中。 ...

Core Insights - Rongbai Technology saw a stock increase of 5.36% [1] - Guocheng Mining experienced a rise of 4.49% [1] - Zhongmin Resources rose by 4.41% [1] - Tibet Summit, Yinhui Technology, and Yongshan Lithium Industry all increased by over 3% [1]

Group 1 - The small metal concept saw an initial surge, with Rongbai Technology rising by 5.36% [1] - Guocheng Mining increased by 4.49% [1] - Zhongmin Resources experienced a rise of 4.41% [1] - Tibet Summit, Yinhui Technology, and Yongshan Lithium Industry all saw gains exceeding 3% [1]

Core Points - The company announced the cancellation of its subsidiary Dongguan Yinxin High Polymer New Materials Co., Ltd. after careful consideration by its shareholders [1] - The purpose of the subsidiary was to undertake the Songshan Lake "Yinxin High Polymer New Materials Industrial Park Project," which has now been taken over by other subsidiaries of the company [1] - The cancellation process has been completed, as confirmed by the registration notice from the Dongguan Market Supervision Administration [1]

证券代码：300221 证券简称：银禧科技 公告编号：2025-67 广东银禧科技股份有限公司 关于下属子公司完成注销的公告 特此公告。 广东银禧科技股份有限公司 董事会 2025 年 11 月 17 日 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。 广东银禧科技股份有限公司（以下简称"公司"）收到下属子公司东莞 银禧高分子新材料有限公司（以下简称"高分子新材料"）的通知，经其股 东审慎考虑，高分子新材料设立目的为承接松山湖"银禧高分子新材料产业 园项目"，目前该项目已由公司其他下属子公司承接，因此同意注销高分子 新材料。根据《深圳证券交易所股票上市规则》及《公司章程》等有关规定， 本次注销事项无需提交上市公司董事会及股东大会审议。本次注销事项不构 成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产 重组。 近日，高分子新材料收到东莞市市场监督管理局出具的《登记通知书》， 显示高分子新材料目前已完成注销登记手续。高分子新材料注销完成后不会 对公司本年度及以后年度的整体业务发展和盈利水平产生重大影响，本次注 销不存在损害公司及股东利益的情形。 ...