星源材质公告称，公司第六届董事会第二十一次会议审议多项议案。同意将2023年1月回购完成未使用 的2,413,500股股份注销，该议案及变更注册资本、修改《公司章程》议案均需股东会审议。注销后，公 司注册资本将从13.48亿元变为13.46亿元，股份总数从13.48亿股变为13.46亿股。此外，拟为董高人员买 责任险，赔偿限额5000万元/年，保费不超30万元/年，直接提交股东会。公司还决定于2026年1月12日 召开第一次临时股东会。 ...

Group 1: Market Performance - The chemical sector continued to surge on December 26, with the chemical ETF (516020) reaching an intraday high of 2.23% and closing up 1.88% [1] - Key stocks in the lithium battery sector saw significant gains, with Enjie Co., Ltd. rising over 9%, and other companies like Duofluoride, Xingyuan Material, and Guangwei Composite increasing by over 8% [1][2] Group 2: Capital Inflows - The basic chemical sector experienced a substantial net inflow of over 8.7 billion yuan from major funds on the same day, ranking third among 30 sectors [1] - Over the past five trading days, the basic chemical sector has seen net inflows exceeding 44 billion yuan, placing it second among the 30 sectors [1] Group 3: Industry Insights - The lithium carbonate market is facing intensified competition, with some companies halting production for maintenance due to significant discrepancies between long-term contract prices and spot prices [3] - Analysts suggest that recent actions by leading companies in the lithium battery materials sector may trigger a chain reaction in pricing and production adjustments [3] Group 4: Future Outlook - China Galaxy Securities forecasts a negative growth in capital expenditure for the chemical industry starting in 2024, with potential supply-side contractions due to the "anti-involution" trend and the clearing of outdated overseas capacities [3] - The 14th Five-Year Plan emphasizes expanding domestic demand, which, combined with the onset of a U.S. interest rate cut cycle, could open up demand for chemical products [3] - Dongxing Securities anticipates an improvement in the chemical industry's supply-demand dynamics by 2026, suggesting a favorable investment environment [4] Group 5: Investment Strategies - The chemical ETF (516020) is recommended for investors looking to capitalize on the chemical sector's rebound, as it tracks a comprehensive index covering various sub-sectors [4] - The ETF has a significant allocation to large-cap leading stocks, providing exposure to strong investment opportunities while also covering other segments like phosphate and fluorine chemicals [4]

化工板块今日（12月26日）午后继续猛攻，反映化工板块整体走势的化工ETF（516020）盘中场内价格 最高涨幅达到2.23%，截至发稿，涨1.88%。 成份股方面，锂电大面积爆发，氟化工等板块部分个股亦涨幅居前。截至发稿，恩捷股份飙涨超9%， 多氟多、星源材质、光威复材大涨超8%，藏格矿业、天赐材料涨超6%。 | | | 分时 多日 1分 5分 15分 30分 · | | | | F9 盘前盘后 登加 九转 西线 工具 (8 0) | | HILETF O | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.87 | | | | 516020[化工ETF] 14:14 价 0.868 溶颜 0.016(1.88%) 均价 0.864 版交量 61 IOP | | | | 0.868 | | +0.016 +1.88% | | | | | | | | | | SSE CNY 14:14:05 交易中 | | 10 / 0 8 | | | | | | | | | 1.1296 | 净值走势 | ...

Group 1 - The "stock-futures linkage" effect is significant, with major futures contracts for copper, gold, silver, and platinum reaching historical highs, and lithium carbonate futures surpassing 130,000 yuan/ton [1] - The non-ferrous metal sector is strong, with leading companies Zijin Mining and Luoyang Molybdenum both hitting historical highs in stock prices, with market values of 886.8 billion yuan and 421.3 billion yuan respectively [1] - The lithium battery supply chain is gaining strength, driving a rebound in the new energy sector, with leading stocks such as Sungrow Power Supply, Molybdenum, and BYD experiencing significant increases [1] Group 2 - The non-ferrous metal sector is rising, with precious and industrial metals also showing upward trends [2][3] - Specific stocks in the industrial sector, such as Guocheng Mining and Jiangxi Copper, have seen substantial increases, with Guocheng Mining up by 10.01% and Jiangxi Copper up by 9.97% [4] - The copper market is expected to see continued upward pressure due to ongoing adjustments in global copper inventory and supply shortages, with forecasts indicating a potential price increase [6] Group 3 - The new energy sector is rebounding, driven by the rise in lithium battery supply chains, photovoltaics, and energy storage, with stocks like Enjie and BYD showing strong performance [10] - Two main catalysts for the rebound include the significant rise in lithium carbonate futures and the recent announcements of production cuts by major cathode material manufacturers, which are expected to stabilize prices [10] - The lithium battery supply chain is emerging from a clearing and destocking phase, with demand growth remaining unexpectedly high, indicating a recovery in the overall industry [11]

Group 1 - The core point of the news is that Xingyuan Material's stock price increased by 5.17% to 15.65 CNY per share, with a trading volume of 737 million CNY and a turnover rate of 3.96%, resulting in a total market capitalization of 21.098 billion CNY [1] - Xingyuan Material, established on September 17, 2003, and listed on December 1, 2016, specializes in the research, production, and sales of lithium-ion battery separators, with 99.08% of its revenue coming from this core business [1] Group 2 - According to data from the top ten circulating shareholders of Xingyuan Material, the Guangfa Fund's ETF, Guangfa Guozheng New Energy Vehicle Battery ETF (159755), entered the top ten shareholders in the third quarter, holding 13.309 million shares, which is 1.1% of the circulating shares, with an estimated floating profit of approximately 10.248 million CNY [2] - Guangfa Guozheng New Energy Vehicle Battery ETF (159755) was established on June 15, 2021, with a current scale of 15.097 billion CNY, achieving a year-to-date return of 62.31% and a one-year return of 59.93%, ranking 300 out of 4197 and 262 out of 4179 respectively [2]

开源证券近日发布欧洲电动车销量月报：11月欧洲9国新能源车维持高增长，其中法国、意大利补贴落 地后BEV高速增长，挪威年底迎来电车抢装。2025年11月欧洲9国新能源车销量28.1万辆，同比 +38.6%，新能源渗透率34.3%，同比+9.0pcts。其中，BEV销量19.0万辆，同比+40.5%；PHEV销量9.1万 辆，同比+35.0%。 投资建议 以下为研究报告摘要： 欧盟委员会提案调整了2035年减排目标，但我们预计此次提案并不会影响欧洲电动化的长期趋势，相 反，提案将对小型电动汽车给予"超级积分"，并对企业用车的零排放车型占比加以约束，来进一步促进 欧洲电动车的销量。此外，2025年底至2026H1，各车企新一代纯电车型将陆续推向市场，新车型有望 带动欧洲电车市场放量。投资建议：（1）锂电池：推荐宁德时代、亿纬锂能、欣旺达；受益标的中创 新航、国轩高科；（2）锂电材料：推荐湖南裕能、天赐材料；受益标的富临精工、万润新能；容百科 技、当升科技、中伟股份、厦钨新能、华友钴业；星源材质、恩捷股份；新宙邦；天奈科技；（3）锂 电结构件：推荐铭利达、敏实集团；受益标的科达利、和胜股份；（4）电源/电驱系统：推 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 会议设置"锂电关键材料主论坛"、"动力电池用关键材料分论坛"和"储能电池用关键材料分论坛"三大专 题论坛，邀请专家学者、头部企业及国际专家，通过多维度数据洞察、技术案例拆解与产业链协同对 话，深度剖析2026年锂电上下游供需格局演变，为行业提供前瞻性战略指引。 二：2025年度锂电权威榜单发布及颁奖典礼 2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨 ...

2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 会议议题 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市 ...

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 ...

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！ 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 60分 ▼ | F9 盘前盘后 雪加 九转 画线 工具 @ CO | 516020 | 4. TETS (D | 516020(化工ETF) 13:48 价 0.833 涨跌 0.006(0.73%) 均价 0.833 股交量 0 IOPV 0.8 | 0.833 | +0.006 +0.73% | 0.83 | Varmon | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...