（文章来源：证券日报） 证券日报网讯东岳硅材11月25日在互动平台回答投资者提问时表示，截至2025年11月20日，公司股东总 户数（合并普通账户和融资融券信用账户）共计94，039户。 ...

上述两个项目是淄博化工企业大力发展氟硅材料的缩影。目前，淄博的氟硅产业链条体系完备，已打造 出从氟矿石开采到无水氟化氢、从甲烷氧化物到绿色环保制冷剂、从氟硅烷到有机硅，再到含氟高分子 材料及其深加工的完整产业链，产品涵盖无机氟化物、含氟制冷剂、含氟功能膜材料等四大类。全产业 链产能丰富，全市氟硅材料产业总产能超过200万吨/年，聚四氟乙烯、聚偏氟乙烯、聚全氟乙丙烯等产 品产能居国内第一。 为全面推动氟材料产业向新向强向高发展，2022年，淄博市创新实施产业链链长制，由市级领导担任氟 硅材料产业链的"链长"。目前，链上企业延链成群，形成了以东岳氟硅材料产业园、高青化工产业园为 主的氟材料产业园区，该产业集群被列入山东省"十强"产业"雁阵形"集群。 山东化工转型发展"专精特新"系列报道之一 编者按 作为连续32年的全国化工产业第一大省，山东省在石油化工、煤化工、盐化工等传统领域拥有 重要影响力。为更好地实现新旧动能转换，近年来，该省化工企业借力绿色低碳高质量发展示范区建 设，锚定"专精特新"深耕细作，向新能源新材料领域延展转型，电子化学品、氢能、氟硅材料、生物制 造等领域发展迅速，涌现出不少拳头产品和优势集群。本 ...

广发聚丰混合A（270005）基金经理为苏文杰。 11月25日，东岳硅材涨5.94%，截至发稿，报13.73元/股，成交8.22亿元，换手率5.15%，总市值164.76 亿元。 资料显示，山东东岳有机硅材料股份有限公司位于山东省淄博市桓台县唐山镇工业路3799号，成立日期 2006年12月28日，上市日期2020年3月12日，公司主营业务涉及从事有机硅材料的研发、生产和销售。 主营业务收入构成为：107胶49.40%，硅油13.49%，110生胶12.11%，混炼胶5.46%，其他5.37%，气相 白炭黑4.32%，硅酮胶4.29%，其他(补充)2.18%，液体胶2.01%，中间体1.36%。 从东岳硅材十大流通股东角度 数据显示，广发基金旗下1只基金位居东岳硅材十大流通股东。广发聚丰混合A（270005）三季度增持 61.5万股，持有股数455.66万股，占流通股的比例为0.38%。根据测算，今日浮盈赚取约350.86万元。 广发聚丰混合A（270005）成立日期2005年12月23日，最新规模33.66亿。今年以来收益30.78%，同类 排名1994/8136；近一年收益26.74%，同类排名2653/ ...

2025 年 11 月 23 日 有机硅、己内酰胺协同性确立, ]景气上行, 反内卷加速化] are fi -《化工周报 25/11/17-25/11/21》 证券分析师 马昕晔 A0230511090002 maxy@swsresearch.com 宋涛 A0230516070001 songtao@swsresearch.com 研究支持 任杰 A0230522070003 renjie@swsresearch.com 邵靖宇 A0230524080001 shaojy@swsresearch.com 周超 A0230525090001 zhouchao@swsresearch.com 李绍程 A0230525070002 lisc@swsresearch.com 赵文琪 A0230523060003 zhaowq@swsresearch.com 联系人 日听降 (8621)23297818× maxy@swsresearch.com 本期投资局示: 请务必仔细阅读正文之后的各项信息披露与声明 基代化工 相关研究 当前时点的化工宏观判断。原油：供应方面,OPEC+增产推迟,页岩油产量达峰,供 给增速放缓。 ...

证券之星消息，11月21日化学制品板块较上一交易日下跌4.39%，东岳硅材领跌。当日上证指数报收于 3834.89，下跌2.45%。深证成指报收于12538.07，下跌3.41%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300200 | 高盟新材 | 11.85 | 9.32% | 102.60万 | | 11.97亿 | | 002549 | 凯美特气 | 23.72 | 5.05% | 165.42万 | | 39.53亿 | | 002669 | 康达新材 | 13.99 | 4.87% | 36.64万 | | 5.07亿 | | 002453 | 华软科技 | 8.02 | 4.16% | 144.22万 | | 11.60亿 | | 002971 | 和远气体 | 31.99 | 3.16% | 6.33万 | | 266T | | 603683 | 晶华新材 | 26.40 | 2.25% | 14.66万 | | 3.76亿 ...

Core Viewpoint - The silicon energy sector experienced a decline of 2.66% as of the market close on November 20, with several companies within the sector facing significant losses, while a few showed gains [1]. Group 1: Sector Performance - The silicon energy concept ranked among the top decliners in the market, with companies like Guosheng Technology and Duofluoride hitting their daily limit down [1]. - Notable declines were observed in Dongyue Silicon Material and Furui Shares, while a total of six stocks within the sector saw price increases, with Dawi Shares leading at a 10.00% rise [1]. Group 2: Capital Flow - The silicon energy sector saw a net outflow of 3.952 billion yuan in principal funds, with 43 stocks experiencing net outflows, and 12 stocks seeing outflows exceeding 100 million yuan [2]. - Duofluoride led the outflow with 1.214 billion yuan, followed by Longi Green Energy and Dongyue Silicon Material with outflows of 559 million yuan and 206 million yuan, respectively [2]. Group 3: Individual Stock Performance - The top decliners in the silicon energy sector included Duofluoride (-9.99%), Longi Green Energy (-5.19%), and Dongyue Silicon Material (-9.55%) [3]. - Conversely, the stocks with the highest net inflows included Dawi Shares (36.9686 million yuan), Hebang Bio (16.0748 million yuan), and Yuanxiang New Materials (10.3564 million yuan) [4].

格隆汇11月20日丨东岳硅材(300821.SZ)在投资者互动平台表示，公司专业从事有机硅材料的研发、生 产和销售，不涉及氟化工领域。 ...

Group 1 - The A-share market is experiencing a continuous decline in the organic silicon concept stocks [1] - Dongyue Silicon Materials has dropped over 8% [1] - Huasheng Lithium Battery has decreased by more than 7% [1] Group 2 - Silica Treasure Technology, Jinhua New Materials, and Sanyou Chemical have all fallen by over 5% [1] - Luxi Chemical, Xin'an Chemical, and Jinyinhai have seen declines of more than 4% [1]

有机硅概念持续走低，东岳硅材跌超8%，硅宝科技、大全能源、三友化工等跟跌。 ...

Market Overview - A-shares experienced a mixed performance with major indices rising while nearly 4200 stocks declined, indicating a market divergence [1][10] - The trading volume decreased significantly to 1.73 trillion yuan from 1.95 trillion yuan in the previous session [2][10] - The market is expected to maintain this volatile divergence for 1 to 2 months, with a potential turning point in mid to late December [1][10] Sector Performance - Defensive sectors such as natural gas, rare resources, lithium mining, and gold saw significant gains, while retail, trade, and media sectors faced substantial declines [4][8] - Among 31 primary industries, only 10 sectors closed in the green, with non-ferrous metals rising by 2.39% [5][8] - The defense industry emerged as a strong performer, with stocks like Jianglong Shipbuilding and Yaguang Technology hitting the daily limit up [6][8] Stock Highlights - Notable gainers included Jianglong Shipbuilding (20.03% increase), Yaguang Technology (19.93% increase), and Dahai Defense (14.16% increase) [6][9] - The non-ferrous metals sector recorded a trading volume of 120.9 billion yuan, with a year-to-date increase of 75.63% [5][7] - Defensive stocks such as banks and energy companies attracted significant investment, reflecting a shift in market sentiment towards lower-risk assets [10][12] Investment Sentiment - The market is characterized by a shift from growth to defensive investment strategies, driven by external risks and policy expectations [1][10] - Institutional investors are increasingly reallocating funds from high-growth technology stocks to more stable, dividend-paying sectors as year-end approaches [11][12] - The upcoming Nvidia earnings report is anticipated to influence the sentiment in the AI sector, with expectations of a neutral impact on A-share technology stocks [13][14]