内容概要：热固性粉末涂料是指以热固性树脂作为成膜物质，加入起交联反应的固化剂经加热后能形成 不熔的质地坚硬涂层。温度再高该涂层也不会像热塑性涂层那样软化，而只能发生分解。粉末涂料可分 为热固性粉末涂料和热塑性粉末涂料，热固性粉末涂料在粉末涂料市场中占据绝对主导地位，2024年销 量占比超98%。而热塑性粉末涂料应用领域相对较窄，应用规模较小。2016-2024年期间，中国热固性 粉末涂料销售量仅有2022年受房地产调控及出口波动影响出现短暂下滑，但随着环保政策落地效果逐步 显现与下游应用需求回暖，2023年销量迅速回升，2024年则延续了这一增长势头，2024年我国热固性粉 末涂料销量265万吨左右，同比增长6.6%。总体来看，热固性粉末涂料行业仍处于成长期，但粗放式增 长阶段已基本结束。2024年我国热固性粉末涂料中，纯环氧粉末涂料占比19.2%，环氧/聚酯混合型粉末 涂料20.5%，聚酯/TGIC型粉末涂料35.1%，聚酯/HAA型粉末涂料24.3%，其他类型粉末涂料占0.9%。总 体来看，各体系之间占比切换主要受成本影响，纯聚酯体系粉末产品对其他常规体系替代进一步加大。 应用端，2024年建材(含暖通) ...

12月26日，上海新阳（维权）盘中下跌2.01%，截至10:01，报64.75元/股，成交2.51亿元，换手率 1.38%，总市值202.91亿元。 资金流向方面，主力资金净流出742.19万元，特大单买入1534.40万元，占比6.11%，卖出2572.25万元， 占比10.24%；大单买入5278.42万元，占比21.01%，卖出4982.77万元，占比19.83%。 截至12月10日，上海新阳股东户数3.97万，较上期减少0.89%；人均流通股7016股，较上期增加0.90%。 2025年1月-9月，上海新阳实现营业收入13.94亿元，同比增长30.62%；归母净利润2.11亿元，同比增长 62.70%。 分红方面，上海新阳A股上市后累计派现4.58亿元。近三年，累计派现1.89亿元。 机构持仓方面，截止2025年9月30日，上海新阳十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股338.45万股，相比上期减少1.90万股。国联安中证全指半导体产品与设备ETF联接A （007300）退出十大流通股东之列。 责任编辑：小浪快报 上海新阳今年以来股价涨74.47%，近5个交易日涨13.00%， ...

Group 1 - The core viewpoint of the article highlights a short-term surge in the photolithography machine concept stocks, indicating a positive market sentiment towards this sector [1] Group 2 - Mei Ai Technology reached a "20cm" limit up, showcasing significant investor interest and confidence in its stock performance [1] - Ke Ma Technology saw an increase of over 15%, reflecting strong market demand and potential growth in the photolithography sector [1] - Tong Fei Co., Ltd. experienced a rise of over 14%, further indicating a bullish trend among companies involved in photolithography technology [1] - Other stocks such as Hengkun New Materials, Dongcai Technology, Aisen Co., Shanghai Xinyang, and Maolai Optics also followed the upward trend, suggesting a broader market rally in this industry [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 22日，A股整体表现强势，沪指重返3900点上方，创业板指、科创50指数大涨逾2%；港股亦走强，恒 生科技指数涨近1%。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 采价 | 卖价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301611 珂玛科技 | | R | 20.00 | 76.27 | 12.71 | 76.27 | | | 688720 | 文森股份 | ાર | 18.65 | 71.00 | 11.16 | 70.99 | 71.00 | | 300236 | 上海新阳 | R | 15.88 | 66.40 | 9.10 | 66.40 | 66.41 | | 301369 | 联动科技 | R | 10.42 | 137.35 | 12.96 | 137.34 | 137.35 | | 688072 拓荆科技 | | િ | 10.37 | 361.65 | 33.99 | 361.65 | 361.67 | | 802328 | 立昂微 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月22日电子化学品板块较上一交易日上涨3.79%，上海新阳领涨。当日上证指数报收 于3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。电子化学品板块个股涨跌见下表： 从资金流向上来看，当日电子化学品板块主力资金净流入3.6亿元，游资资金净流出3.47亿元，散户资金 净流出1258.57万元。电子化学品板块个股资金流向见下表： ...

截至12月22日收盘，光刻胶概念上涨2.91%，位居概念板块涨幅第10，板块内，62股上涨，兴业股份涨 停，艾森股份、安达智能、上海新阳等涨幅居前，分别上涨18.65%、17.61%、15.88%。跌幅居前的有 航天智造、聚石化学、杭华股份等，分别下跌7.09%、1.12%、0.94%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 9.45 | 毛发医疗 | -0.70 | | 赛马概念 | 4.55 | 家庭医生 | -0.66 | | 自由贸易港 | 3.91 | 无人零售 | -0.60 | | 中芯国际概念 | 3.73 | IP经济(谷子经济) | -0.58 | | 铜缆高速连接 | 3.39 | 超级品牌 | -0.48 | | 国家大基金持股 | 3.28 | 电子竞技 | -0.45 | | F5G概念 | 3.15 | 短剧游戏 | -0.45 | | 共封装光学(CPO) | 3.14 | 租售同权 | -0.43 | | 存储芯片 | 3.02 | 草甘膦 | -0 ...

Group 1 - The semiconductor chip market is experiencing significant activity, with Kema Technology hitting the daily limit up, and the semiconductor equipment ETF (561980) rising over 4% this week, with a trading volume of 276 million yuan [1][11] - Major stocks in the semiconductor equipment sector, including Kema Technology, Shanghai Xinyang, and Aisen Co., have shown strong performance, with Kema Technology reaching the daily limit and others like Shanghai Xinyang and Aisen Co. increasing by over 17% and 16% respectively [1][14] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with nearly 60% of its components being equipment-related, and it has achieved a year-to-date increase of 54.82%, ranking first among major semiconductor indices [1][11][14] Group 2 - The rapid development of Chinese chip technology is expected to disrupt companies like Nvidia by 2026 or 2027, as highlighted by Bloomberg and supported by analysts from major financial institutions [3] - The ongoing AI infrastructure boom is driving demand for advanced chips, with a focus on 3nm and below processes, indicating a robust long-term bull market for semiconductor equipment [3][11] - Domestic chip companies are accelerating their globalization and capitalization processes, with significant IPOs such as Moore Threads and Muxi Technology marking a notable trend in the industry [4][5] Group 3 - The storage chip sector is also seeing a surge in IPO activities, with companies like Changxin Technology and Yangtze Memory Technologies planning to go public, which is expected to enhance capacity construction [5][6] - According to CFM's market outlook, there is a projected supply shortage for server eSSD and DDR5 RDIMM, with prices expected to rise significantly, indicating strong demand driven by AI [6][8] - The global semiconductor sales forecast for 2026 has been revised upwards to $975.4 billion, reflecting a recovery driven by sustained AI demand [8][11]

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Group 1: Lithography Materials - Shanghai Xinyang has achieved stable and continuous sales of various lithography products [1] Group 2: Communication - Aerospace Electronics has successfully integrated laser communication products for inter-satellite communication [1] Group 3: Commercial Aerospace - Aerospace Electric has seen an increasing trend in customer orders in the commercial aerospace sector in recent years [1] Group 4: Other Developments - Plittech is collaborating with Lingkong Tianxing [1] - Shenchi Electromechanical is progressing normally in its partnership with Qiteng Robotics [1] - Zhongbing Hongjian's wholly-owned subsidiary, Zhongnan Diamond, has seen a significant year-on-year increase in orders [1] - Petty Holdings is advancing the entry of products from its New Zealand factory into the domestic market, with large-scale distribution expected in the first quarter of next year [1] - Heng'erda is promoting mass production of ball screws and planetary roller screws, with related production lines expected to be launched gradually starting in the first quarter of next year [1] - Yongtai Technology's fluorinated liquid products have begun to be applied in cold plate two-phase liquid cooling solutions [1]

上海新阳在互动平台表示，公司研发集成电路制造用I线、KrF、ArF干法、ArF浸没式各类光刻胶，目 前已有稳定连续的产品在销售。 ...