格隆汇8月19日丨凯盛新材(301069.SZ)公布2025年半年度报告，上半年公司实现营业收入5.33亿元，同 比增长7.66%；归属于上市公司股东的净利润8848.49万元，同比增长63.83%；归属于上市公司股东的扣 除非经常性损益的净利润5588.61万元，同比增长32.78%；基本每股收益0.2104元。 ...

山东凯盛新材料股份有限公司 2025 年半年度报告全文 山东凯盛新材料股份有限公司 2025 年半年度报告 2025 年 8 月 20 日 1 山东凯盛新材料股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人王加荣、主管会计工作负责人王赞及会计机构负责人(会计主 管人员)黄多林声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来计划或规划等前瞻性陈述，均不构成对投资者的实 质承诺，投资者及相关人士均应对此保持足够的风险认识，并应当理解计划、 预测与承诺之间的差异。 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和 应对措施"，详细描述了公司经营中可能存在的风险及应对措施，敬请投资 者关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 目录 | | --- | | 第一节 重要提示、目录和释义 | 2 | | --- | --- | ...

PEEK材料概念板块领跌，下跌1.24%，其中新瀚新材下跌5.76%，中欣氟材下跌4.19%，唯科科技下跌 3.87%，光启技术、凯盛新材、南京聚隆跌超2%。（第一财经AI快讯） ...

Market Overview - On August 18, the chemical raw materials sector rose by 0.37% compared to the previous trading day, with Kaisheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Performers - Kaisheng New Materials (301069) closed at 25.59, up 6.27% with a trading volume of 541,300 shares and a transaction value of 1.332 billion yuan [1] - Zhenhua Co., Ltd. (603067) closed at 18.00, up 6.19% with a trading volume of 328,400 shares [1] - Shanshui Technology (301190) closed at 26.00, up 5.43% with a trading volume of 68,600 shares [1] Underperformers - Jinfeng Titanium Industry (000545) closed at 3.18, down 5.07% with a trading volume of 1,611,100 shares and a transaction value of 515 million yuan [2] - Sanyou Chemical (600409) closed at 5.71, down 1.38% with a trading volume of 266,600 shares [2] - Jineng Technology (603113) closed at 7.97, down 1.36% with a trading volume of 252,600 shares [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 263 million yuan from main funds, while speculative funds saw a net inflow of 386 million yuan, and retail investors had a net outflow of 123 million yuan [2] - Notable capital inflows included Huayi Group (600623) with a net inflow of 51.48 million yuan from main funds [3] - Zhenhua Co., Ltd. (603067) also saw a significant net inflow of 43.01 million yuan from main funds [3]

中研股份涨超13%，华密新材涨超12%，新瀚新材、凯盛新材、兄弟科技、南京聚隆等跟涨。 (本文来自第一财经) ...

Core Viewpoint - The company has established a significant production capacity for PEKK products, which is currently meeting customer demand and is being applied in various industries such as general materials, coatings, new energy vehicles, and military aerospace [1] Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 269 million yuan, representing a year-on-year growth of 12.28% [1] - The net profit attributable to the parent company for the same period was 31 million yuan, showing a year-on-year increase of 19.35% [1] Group 2: Market Applications and Expansion - The company's PEKK products are utilized in multiple sectors, including general materials, coatings, new energy vehicles, and military aerospace [1] - The company is actively tracking developments in lightweight special materials for electronic information (semiconductors), rehabilitation medical devices, and robotics, while also expanding its domestic and international markets [1]

资料显示，山东凯盛新材料股份有限公司(简称:凯盛新材)成立于2005年12月,主要从事精细化工产品及 新型高分子材料的研发、生产和销售。2021年9月27日在深圳证券交易所创业板上市,股票代码 301069.SZ。公司是国内主要的芳纶聚合单体间/对苯二甲酰氯的生产企业,是国内首家生产聚醚酮酮产品 的企业,同时也是世界第三家拥有自主知识产权的聚醚酮酮生产商。公司主营产品为氯化亚砜、芳纶聚 合单体(间/对苯二甲酰氯)、4-硝基苯甲酰氯、2-丙氧基氯乙烷、聚醚酮酮(PEKK)等。 根据最新一期财务数据，2025年1月-3月，凯盛新材实现营业收入2.694亿元，同比增加12.28%；归属净 利润3067.02万元，同比增加19.35%；扣非净利润2768.92万元，同比增加27.72%。 截至2025年7月，凯盛新材筹码集中度较集中。股东人数2.428万户，人均流通股1.614万股，人均持股金 额27.17万元。 8月18日，凯盛转债盘中上涨2.09%报143.154元/张，成交额1.35亿元，转股溢价率16.35%。 资料显示，凯盛转债信用级别为"AA-"，债券期限6年（本次发行的可转债票面利率设定为:第一年 0. ...

据iFind统计，截至8月15日，沪深两市共有163只个股连续5日或5日以上获融资净买入。连续获融资净 买入天数最多的股票是惠城环保，已连续25个交易日获净买入；连续获融资净买入天数较多的还有华曙 高科、景嘉微、凯盛新材、淳中科技、涪陵电力、诺瓦星云、博威合金、振华风光、美埃科技、华仁药 业等股，分别获14个、13个、12个、10个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Investment Rating - The report maintains a "Recommended" rating for the basic chemical industry [1] Core Insights - The report highlights the price increases of lithium carbonate and photoinitiators, suggesting a potential recovery in the chemical industry driven by anti-involution trends [1] - The basic chemical sector has shown strong relative performance, with a 39.4% increase over the past 12 months compared to the 25.7% increase in the CSI 300 index [3] Summary by Sections Recent Trends - The report notes a decline in the Guohai Chemical Prosperity Index to 92.75 as of August 14, 2025, down 0.11 from August 7, 2025 [4] Investment Recommendations - Key opportunities identified include: 1. Low-cost expansion in companies such as Wanhua Chemical, Satellite Chemical, and others [5] 2. Improvement in industry prosperity for chromium salts, phosphate rock, and various chemical sectors [6] 3. Focus on new materials with high growth potential and low domestic substitution rates [7] 4. High dividend opportunities in state-owned enterprises like China Petroleum and Sinopec [8] Price Analysis of Key Products - Industrial-grade lithium carbonate price increased by 9.93% to 83,000 CNY/ton [10] - Photoinitiator (TPO) price rose by 5.56% to 95 CNY/kg [10] - Polyester filament price increased by 2.16% to 7,100 CNY/ton [10] Company Performance Tracking - Notable companies such as Zhenhua Co. reported a 10.17% increase in revenue for the first half of 2025 [13] - Wanhua Chemical's pure MDI price was reported at 17,900 CNY/ton, with a slight increase [11] Market Observations - The report indicates a potential inventory replenishment cycle in the chemical sector due to anticipated fiscal policy support in China and the US [29]

证券之星消息，8月15日化学原料板块较上一交易日上涨1.49%，凯盛新材领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。化学原料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) | | | --- | --- | --- | --- | --- | --- | --- | | 301069 | 凯盛新材 | 24.08 | 8.18% | 49.45万 | | 11.53亿 | | 000691 | *ST亚太 | 6.91 | 5.02% | 22.67万 | | 1.52亿 | | 000545 | 金浦钛业 | 3.35 | 4.04% | 214.19万 | | 7.08亿 | | 000683 | 博源化工 | 5.92 | 3.86% | 88.35万 | | 5.20亿 | | 000510 | 新金路 | 5.26 | 3.75% | 63.51万 | | 3.31亿 | | 600409 | 三友化工 | 5.79 | 2.66% | 29.86万 | | 1.73亿 | | 6031 ...