Core Viewpoint - The epoxy propylene sector has experienced a significant price surge since January, with various companies seeing substantial stock price increases, driven by supply-demand dynamics and market speculation [2][3][4]. Price Increase - In January, stock prices of companies related to epoxy propylene saw remarkable increases, with Meibang Technology rising by 67.45% and Hongbaoli by 68.92% [3]. - The benchmark price of epoxy propylene reached 8200.00 yuan/ton by January 30, marking a 6.03% increase from the beginning of the month, with some periods seeing nearly a 10% rise [4]. Supply and Demand Dynamics - The price increase is attributed to changes in the supply-demand landscape, with reduced operating loads in northern regions and a positive outlook in the downstream market leading to increased purchasing activity [4][5]. - The cancellation of export tax rebates for certain products is expected to drive a surge in orders before the April deadline, further boosting demand for epoxy propylene [5]. Market Trends - Despite the price surge, there are signs of a cooling market as purchasing sentiment declines due to high prices, leading to a potential downward adjustment in prices [6]. - The epoxy propylene industry is currently experiencing an oversupply situation, with low operating rates and expected new capacity additions by 2026 [6][7]. Demand Growth - Although there is oversupply, demand for epoxy propylene is showing slight growth, particularly in the appliance and export sectors, which is helping to sustain overall demand [7]. - The market is expected to experience fluctuations in February, with potential price rebounds later in the month as downstream factories resume operations [8].

（文章来源：证券日报） 证券日报网讯 2月3日，怡达股份发布公告称，公司控股子公司泰兴怡达化学有限公司已吸收合并其全 资子公司万淇生物科技（泰州）有限公司，万淇独立法人资格预计2026年1月31日后注销，全部资产、 负债、人员及业务由泰兴怡达承继，合并后泰兴怡达注册资本保持72000万元不变，本次内部整合旨在 优化管理架构、降低运营成本，对公司合并报表及盈利无实质影响。 ...

格隆汇2月3日丨怡达股份(300721.SZ)公布，为进一步优化管理架构，提高运营管理效率，江苏怡达化 学股份有限公司控股子公司泰兴怡达化学有限公司（简称"泰兴怡达"）对其全资子公司万淇生物科技 （泰州）有限公司（简称"万淇"）实施整体吸收合并。本次吸收合并完成后，万淇的独立法人资格将予 以注销，其全部业务、资产、负债、人员、权益及其他一切权利和义务均由泰兴怡达依法承继。本次吸 收合并不涉及泰兴怡达公司名称、注册资本、股权结构的变化。 ...

怡达股份公告称，其控股子公司泰兴怡达化学有限公司（注册资本7.2亿元，怡达股份持股92.5%）拟吸 收合并其全资子公司万淇生物科技（泰州）有限公司（注册资本3000万元）。截至2025年9月30日，泰 兴怡达资产总额13.58亿元，负债总额13.68亿元，2025年1-9月营收2.25亿元，净利润-1.26亿元；截至 2025年11月18日，万淇生物资产总额718.82万元，负债总额11.07万元，2025年1-11月18日无营收，净利 润-286.32万元。吸收合并不涉及支付对价，完成后万淇生物法人资格将注销。 ...

证券代码：300721 证券简称: 怡达股份 公告编号：2026-003 江苏怡达化学股份有限公司 关于控股子公司吸收合并其全资子公司的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 经营范围：许可项目:危险化学品生产，有毒化学品进出口；危险化学品经 营（依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以 审批结果为准）一般项目:货物进出口；进出口代理；特种陶瓷制品销售；化工 产品生产（不含许可类化工产品）；化工产品销售（不含许可类化工产品）；专 用设备制造(不含许可类专业设备制造)；专用化学产品制造(不含危险化学品)； 技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广（除依法须经 批准的项目外,凭营业执照依法自主开展经营活动） 股东及股本结构情况：江苏怡达化学股份有限公司持股 92.5%，扬州惠通科 技股份有限公司持股 7.5% 主要财务数据： 单位：万元 | 项目 | 2024 年 | 12 月 | 日 2025 年 9 月 30 日 | 31 | | --- | --- | --- | --- | --- | | | | ...

化工股短线拉升，红宝丽涨停，美邦科技涨超10%，怡达股份、红墙股份、齐翔腾达、滨化股份、渤海 化学跟涨。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920471 | 美邦科技 | 18.57 | -12.61% | 10.20万 | 2.03亿 | | 300721 | 怡达股份 | 15.57 | -11.23% | 25.60万 | 4.14亿 | | 688267 | 中触媒 | 28.92 | -10.02% | 8.51万 | 2.54亿 | | 600230 | 沧州大化 | 20.43 | -10.00% | 44.79万 | 9.37亿 | | 600352 | 浙江龙盛 | 13.70 | -9.99% | 153.80万 | 21.75亿 | | 002037 | 保利联合 | 8.84 | -9.15% | 23.43万 | 2.13亿 | | 002809 | 红墙股份 | 13.97 | -8.87% | 48.45万 | 7.19亿 | | 600309 | 万华化学 | 80.33 | -8.68% | 82.87万 | 68.26亿 | | 002637 | 赞 ...

中证智能财讯怡达股份（300721）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润亏损1亿元至1.2亿元，上年同期盈利953.31万元；扣非净利润 亏损1亿元至1.2亿元，上年同期盈利1137.55万元。以最新收盘价计算，市净率（LF）约2.56倍，市销率（TTM）约1.87倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 200 150.55 @00 45 77 62083 -19-97 22656 0 -39.56 -100 -200 -300 296.78 -400 18.34 -500 2022-06-30 2021-12-37 2021-06-30 ' 2020-12-37 2022-12-37 3-06-30 '3-72 3- 2n- -○- 公司 -○- 行业均值 100 93a05 ହ 90 80 70 65p17 60 50 42.5 40 30 20 10 6.35 3.96 0 2027-12-37 | 2022-12-37 | 2020-12-37 I 2-06-30 ' 3-72-37 . 3-06-30 1 7-0 ...

证券代码：300721 证券简称:怡达股份 公告编号：2026-002 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况： 预计净利润为负值； | 项目 | 本期报告 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：10,000 | 万元-12,000 万元 | 盈利：953.31 | 万元 | | 扣除非经常性损 益后的净利润 | 亏损：10,033.06 | 万元 万元-12,033.06 | 盈利：1,137.55 | 万元 | 二、与会计师事务所沟通情况 本期业绩预告相关数据是公司财务部门初步测算结果，未经审计机构审计。 公司就业绩预告有关事项已与会计师事务所进行预沟通，公司与会计师事务所在 本次业绩预告方面不存在分歧。 三、业绩变动原因说明 江苏怡达化学股份有限公司 2025 年度业绩预告 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。 2、 本期业绩具体数据将在公司 2025 年度报告中 ...

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]