Core Viewpoint - Dongyue Silicon Materials (300821.SZ) specializes in the research, production, and sales of organic silicon materials, with a focus on products that often require further processing for end-use applications [1] Company Overview - The company produces electronic packaging adhesives, although this product category contributes a low percentage to overall revenue [1]

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，今日浮亏损失约314.41万元。 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32.71%，同类 排名1977/8134；近一年收益27.69%，同类排名2752/8056；成立以来收益418.4%。 11月26日，东岳硅材跌5.13%，截至发稿，报12.76元/股，成交9.95亿元，换手率6.30%，总市值153.12 亿元。 广发聚丰混合 ...

Core Viewpoint - Dongyue Silicon Materials reported that as of November 20, 2025, the total number of shareholders (including both ordinary accounts and margin trading accounts) is 94,039 [2] Summary by Categories - **Shareholder Information** - The total number of shareholders for Dongyue Silicon Materials is 94,039 as of the specified date [2]

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/ ...

Investment Rating - The report maintains an "optimistic" rating for the chemical industry [1] Core Views - The chemical sector is expected to experience a turning point with the establishment of synergies between the silicone and caprolactam industries, leading to an upward trend in market conditions and accelerated de-involution [1] - The report highlights the importance of voluntary emission reductions and carbon cuts, with companies planning to maintain a 70% operating rate and adjust production based on market conditions [1] - The report suggests focusing on companies such as Xingfa Group, Luxi Chemical, Dongyue Silicon Materials, and Xin'an Chemical for potential investment opportunities in the silicone sector [1] - In the caprolactam sector, the report recommends monitoring Luxi Chemical, Hualu Hengsheng, and Juhua for their potential to drive profitability recovery [1] Industry Dynamics - Current macroeconomic judgments indicate that oil prices are expected to remain in a relatively loose range, with Brent crude projected between $55-70 per barrel due to delayed OPEC+ production increases and stable demand recovery [2][3] - The report notes that the PPI for all industrial products decreased by 2.1% year-on-year in October, with a slight month-on-month increase of 0.1%, marking the first rise of the year [3] - The manufacturing PMI recorded 49.0 in October, indicating a slowdown in production activities due to various factors, including pre-holiday demand release and a more complex international environment [3] Chemical Sector Configuration - The report suggests a diversified investment strategy across four main chains: textile and apparel, agricultural chemicals, export-related chemicals, and sectors benefiting from de-involution policies [1] - Specific recommendations include focusing on nylon and caprolactam with companies like Luxi Chemical, and on fertilizers with companies like Hualu Hengsheng and Yuntianhua [1] - The report emphasizes the importance of monitoring key materials for growth, particularly in semiconductor materials, OLED panel materials, and lithium battery materials [1]

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].

Core Viewpoint - Dongyue Silicon Materials (300821.SZ) specializes in the research, production, and sales of organic silicon materials and does not engage in the fluorochemical sector [1] Company Summary - The company is focused on organic silicon materials, indicating a specific niche within the materials industry [1] - Dongyue Silicon Materials has clarified its operational scope, emphasizing its exclusion from the fluorochemical field [1]

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]