证券代码：300758 证券简称：七彩化学 公告编号：2026-002 鞍山七彩化学股份有限公司 关于公司股票交易异常波动的公告 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。 一、公司股票交易异常波动的情况 鞍山七彩化学股份有限公司（以下简称"公司"）股票交易价格连续三个交 易日内（2026 年 1 月 13 日、2026 年 1 月 14 日、2026 年 1 月 15 日）收盘价格 涨幅偏离值累计超过 30％，根据《深圳证券交易所交易规则》的有关规定，属 于股票交易异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司董事会就相关事项进行了核实，现将有关 情况说明如下： 1.公司未发现前期披露的信息存在需要更正、补充之处； 4.公司、控股股东及实际控制人不存在关于本公司应披露而未披露的重大事 项，也不存在处于筹划阶段的重大事项； 5.公司控股股东、实际控制人在股票异常波动期间不存在买卖公司股票情形； 6.公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券 ...

证券之星消息，1月15日化学制品板块较上一交易日上涨1.38%，七彩化学领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002407 | 念曲家 | 2.48 Z | 6.50% | -1.10 Z | -2.87% | -1.39 Z | -3.64% | | 600309 万华化学 | | 2.39 Z | 7.49% | -1.05 Z | -3.29% | -1.34 Z | -4.20% | | 002326 永太科技 | | 1.85 Z | 7.68% | -1.44亿 | -5.96% | -4130.46万 | -1.71% | | 300200 高盟新材 | | 1.15 Z | 7.93% | -764.22万 | -0.53% | -1.08亿 | -7.40% ...

Core Viewpoint - The A-share market saw a significant rise in photolithography resin concept stocks, with several companies hitting their daily price limits and experiencing substantial gains in their stock prices [1]. Group 1: Stock Performance - Qicai Chemical (300758) reached a 20% increase, with a total market value of 8.21 billion and a year-to-date increase of 59.34% [2]. - Sudavige (300331) rose by 12.8%, with a market capitalization of 11.7 billion and a year-to-date increase of 39.40% [2]. - Tongcheng New Materials (603650) increased by 10%, with a market value of 36.9 billion and a year-to-date increase of 35.84% [2]. - Baidao Chemical (603360) saw an 8.29% rise, with a market capitalization of 22.7 billion and a slight year-to-date decrease of 0.28% [2]. - Shanghai Xinyang (300236) increased by 7.97%, with a market value of 25.7 billion and a year-to-date increase of 28.53% [2]. - Nanda Optoelectronics (300346) rose by 7.78%, with a market capitalization of 42.4 billion and a year-to-date increase of 43.12% [2]. - Dongcai Technology (601208) increased by 7.32%, with a market value of 28.5 billion and a year-to-date increase of 3.77% [2]. - Guofeng New Materials (000859) rose by 5.74%, with a market capitalization of 11.7 billion and a year-to-date increase of 29.35% [2]. - Feikai Materials (300398) increased by 5.43%, with a market value of 14.6 billion and a year-to-date increase of 15.22% [2]. - Jiaxian Co., Ltd. (920489) rose by 5.21%, with a market capitalization of 2.81 billion and a year-to-date increase of 14.44% [2].

Group 1 - The A-share market saw a significant rise in photolithography resin concept stocks, with Qicai Chemical hitting a 20% limit up, and Sudavige increasing by over 12% [1] - Other notable performers included Tongcheng New Materials with a 10% limit up, Baiao Chemical rising over 8%, and Shanghai Xinyang, Nanda Optoelectronics, and Dongcai Technology increasing by over 7% [1] Group 2 - The following table summarizes the performance of key stocks in the photolithography resin sector: - Qicai Chemical (300758) experienced a 20% increase, with a total market value of 8.21 billion and a year-to-date increase of 59.34% [2] - Sudavige (300331) rose by 12.8%, with a market value of 11.7 billion and a year-to-date increase of 39.40% [2] - Tongcheng New Materials (603650) saw a 10% increase, with a market value of 36.9 billion and a year-to-date increase of 35.84% [2] - Baiao Chemical (603360) increased by 8.29%, with a market value of 22.7 billion and a year-to-date decrease of 0.28% [2] - Shanghai Xinyang (300236) rose by 7.97%, with a market value of 25.7 billion and a year-to-date increase of 28.53% [2] - Nanda Optoelectronics (300346) increased by 7.78%, with a market value of 42.4 billion and a year-to-date increase of 43.12% [2] - Dongcai Technology (601208) rose by 7.32%, with a market value of 28.5 billion and a year-to-date increase of 3.77% [2] - Other companies such as Guofeng New Materials, Feikai Materials, and Jiaxian Co. also saw increases of over 5% [1]

近日，国家知识产权局信息显示，鞍山七彩化学股份有限公司申请一项名为"树脂聚合物、低氯代 杂质含量的1,4-环己烷二甲基二异氰酸酯及连续化制备方法"的专利，公开号CN121270433A，申请日期 为2025年9月。 专利摘要显示，本发明涉及聚合物领域，更具体地，涉及一种树脂聚合物、低氯代杂质含量的 1,4‑环己烷二甲基二异氰酸酯(1,4‑H6XDI)及其连续化制备方法。低氯代杂质含量的1,4‑环己烷二甲基二 异氰酸酯中第一单氯代异氰酸酯的含量为600ppm以下，第二单氯代异氰酸酯的含量为200ppm以下。该 低氯代杂质含量的1,4‑环己烷二甲基二异氰酸酯满足光学级聚氨酯树脂对氯杂质敏感的加工要求。氯代 杂质在高温加工或紫外照射下易分解生成氯化氢，导致树脂黄变、应力开裂或折射率波动，故光学级应 用对其含量要求极严。 ...

Market Overview - The chemical products sector experienced a decline of 0.55% on January 14, with Chenghe Technology leading the losses [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index rose to 14248.6, up 0.56% [1] Top Gainers in Chemical Sector - Qicai Chemical (300758) saw a significant increase of 20.01%, closing at 16.85 with a trading volume of 524,100 shares and a turnover of 832 million [1] - Changhua Chemical (301518) rose by 12.77%, closing at 44.60 with a trading volume of 124,200 shares and a turnover of 519 million [1] - Demei Chemical (002054) increased by 9.99%, closing at 8.81 with a trading volume of 420,300 shares and a turnover of 360 million [1] Top Losers in Chemical Sector - Chenghe Technology (688625) declined by 5.79%, closing at 58.71 with a trading volume of 88,500 shares and a turnover of 525 million [2] - Duofuduo (002407) fell by 4.31%, closing at 31.55 with a trading volume of 1,265,100 shares and a turnover of 404.6 million [2] - Kaisa Bio (688065) decreased by 3.97%, closing at 59.77 with a trading volume of 158,000 shares and a turnover of 965 million [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 1.757 billion from institutional investors, while retail investors saw a net inflow of 1.333 billion [2] - The top stocks with significant net inflows from retail investors include Qicai Chemical (300758) with a net inflow of 256 million [3] - Demei Chemical (002054) also had a notable net inflow of 108 million from retail investors [3]

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1] Core Insights - The chemical and new materials industry is set to drive the comprehensive "AI + manufacturing" transformation, as outlined in the State Council's policy document released in August 2025, which aims for deep integration of AI across six key sectors by 2027 [3][4] - The focus for the petrochemical industry is on "quality improvement and efficiency enhancement" through AI, utilizing large models and digital twin technologies to optimize various processes [5] - The report identifies three main pathways for chemical companies to implement AI: self-developed large models, third-party model integration, and investment in AI startups [13][14] Summary by Sections Policy Guidance - The State Council's document emphasizes the necessity for AI integration in the chemical industry, marking it as a compulsory aspect for achieving high-quality development [3] - The Ministry of Industry and Information Technology's implementation opinions further detail goals for AI technology and its application in manufacturing by 2027 [4] AI Empowerment in Petrochemical Industry - AI's role in the petrochemical sector focuses on enhancing operational efficiency and safety through predictive maintenance and process optimization [5] - The establishment of high-quality data sets and infrastructure is crucial for supporting AI applications in the industry [5] AI Empowerment in New Materials Industry - The new materials sector aims to leverage AI for deep integration in research and development, enhancing capabilities in material design and synthesis [5] Implementation Pathways - **Self-Developed Large Models**: Companies like China National Petroleum Corporation (CNPC) and China National Offshore Oil Corporation (CNOOC) are developing proprietary AI models to enhance their operational capabilities [9][10] - **Third-Party Model Integration**: WanHua Chemical collaborates with Huawei Cloud to implement AI solutions for predictive maintenance and operational efficiency [11] - **Investment in AI Startups**: Companies like Qicai Chemical are investing in AI startups to accelerate innovation in materials science [12][13] Investment Recommendations - The report suggests focusing on leading companies that excel in data utilization and AI integration, such as CNPC, Sinopec, and WanHua Chemical [14] - Attention is also drawn to companies involved in new materials and fine chemicals, which are expected to benefit significantly from AI-driven R&D advancements [14]

证券时报·数据宝统计，截至今日上午收盘，上证综指4188.24点，收于年线之上，涨跌幅为1.20%，A股 总成交额为22460.00亿元。到目前为止，今日有200只A股价格突破了年线，其中乖离率较大的个股有七 彩化学、联迪信息、博士眼镜等，乖离率分别为18.05%、17.66%、15.79%；晟楠科技、宝利国际、迈 克生物等个股乖离率较小，刚刚站上年线。 1月14日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300758 | 七彩化 学 | 20.01 | 13.29 | 14.27 | 16.85 | 18.05 | | 920790 | 联迪信 | 23.74 | 11.38 | 41.82 | 49.20 | 17.66 | | | 息 | | | | | | | 300622 | 博士眼 镜 | 19.99 | 23.38 | 33.59 | 38.89 | ...

关键 词 | 底层技术&AI |幻 量科技 "more than Yellow and Orange"到"DeepVerse Blue"，共同拓展材料创新的光谱 【SynBioCon】 获悉，近日，幻量科技（上海）有限公司宣布获得 A 股上市公司 七彩化学（ 300758 ） 战略入股。本次合作是产业资本对材料 信息学与 AI4Science 产业化路径的进一步认可，也为双方在化工与新材料领域探索 "AI 驱动研发 " 提供了更稳健的协同基础 。 幻量科技始终坚持 " 把研发变成可复用的工程系统 " ，让 AI 从概念走向研发一线，真正能在工业场景中持续交付，从一次性项目走向平台化能力 01 产业资本入场，释放材料信息学"从概念到交付"的信号 本次战略投资事件中，七彩化学作为 A 股上市公司产业资本参与方，为材料信息学的产业化落地注入了更强的产业协同势能。对我们而言，这不仅 是一次投资事件，更是一个 AI4Science 正在从 " 被讨论 " 走向 " 被采用 " 的时刻 —— 资本市场与产业链开始更关注 " 可交付的研发效率提升 " ，而非停留在概念叙事 。 回顾融资历程，幻量科技自成立以来持续获得多方关 ...

Group 1 - The Shanghai Composite Index is at 4178.99 points, above the annual line, with an increase of 0.97% [1] - The total trading volume of A-shares today is 16052.54 billion yuan [1] - A total of 175 A-shares have surpassed the annual line, with notable stocks including Qicai Chemical, Boshi Optical, and Thunder Technology, showing divergence rates of 18.05%, 15.79%, and 8.62% respectively [1] Group 2 - The top three stocks with the highest divergence rates are as follows: - Qicai Chemical (300758) with a daily increase of 20.01% and a divergence rate of 18.05% [1] - Boshi Optical (300622) with a daily increase of 19.99% and a divergence rate of 15.79% [1] - Thunder Technology (920190) with a daily increase of 16.63% and a divergence rate of 8.62% [1] Group 3 - Other stocks that have recently crossed the annual line include: - Zhongxin Tourism (002707) with a divergence rate of 8.45% [1] - Shanshui Bide (300844) with a divergence rate of 8.28% [1] - Qudong Power (920275) with a divergence rate of 7.80% [1]