每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在AI服务器浸没式液冷领域有布局吗？相 关产品是否已经量产？ （文章来源：每日经济新闻） 凯盛新材（301069.SZ）9月25日在投资者互动平台表示，公司暂未直接布局该领域。 ...

Core Viewpoint - The company has not yet made direct investments in the AI server immersion cooling sector [1] Group 1 - The company communicated on September 25 that it has not established a direct presence in the AI server immersion cooling market [1]

凯盛新材9月19日在互动平台表示，截止目前，公司未与索尔纬、阿科玛公司建立合作关系。公司自研 自产的PEKK产品已被通用型材、喷涂、新能源汽车、军工航空航天等领域的终端客户所应用，同时， 公司也在紧密跟踪电子信息（半导体）、康复医疗器械、机器人等领域对于轻量化特种材料的发展动向 并积极开拓国内外市场。 ...

证券日报网讯凯盛新材（301069）9月15日在互动平台回答投资者提问时表示，公司PEKK产品已被通 用型材、喷涂、新能源汽车、军工航空航天等领域的终端客户所应用，同时，公司也在紧密跟踪电子信 息(半导体)、康复医疗器械、机器人等领域对于轻量化特种材料的发展动向并积极开拓国内外市场。关 于PEKK产品的其他信息请参照公司披露的定期报告等。 ...

（文章来源：证券日报） 证券日报网讯凯盛新材9月15日在互动平台回答投资者提问时表示，截至2025年9月10日，公司股东人数 为34572人。 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry in China is expected to undergo a revaluation due to anti-involution measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift could enhance the cash flow and dividend yield of Chinese chemical companies, transforming them from cash-consuming entities to profit-generating ones [6][29] - The demand for chromium salts is anticipated to rise significantly due to increased orders for gas turbines and commercial aircraft engines in Europe and the US, leading to a projected shortfall of 250,000 tons by 2028, which is about 23% of the total annual production [6] - The report highlights four key investment opportunities: low-cost expansion, improving industry conditions, new materials, and high dividend yields from state-owned enterprises [7][8] Summary by Sections Recent Performance - The basic chemical sector has shown a performance increase of 51.0% over the past 12 months, compared to 42.5% for the CSI 300 index [4] Investment Recommendations - The report emphasizes the potential for low-cost expansion in major companies such as Wanhua Chemical, Hualu Hengsheng, and others, alongside sectors like tires and fertilizers [7] - It also points out the improving conditions in various segments, including chromium salts, phosphate rock, and agricultural chemicals [8] Key Products Analysis - Recent price increases were noted for acrylic acid and esters, with butyl acrylate priced at 7,600 RMB/ton, reflecting a 3.40% increase [10] - The report also mentions the price of polymer MDI in East China at 15,550 RMB/ton, up by 1.97% [10] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for many, with several companies rated as "Buy" [30]

Group 1 - The company, Kaisheng New Materials (301069), reported that as of September 10, 2025, the number of shareholders is 34,572 [1]

Market Overview - On September 12, the chemical raw materials sector declined by 0.41%, with Dayang Bio leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Zhenhua Co., Ltd. (603067) with a closing price of 18.59, up 4.97% [1] - ST Yatai (000691) with a closing price of 7.44, up 4.94% [1] - Shilong Industry (002748) with a closing price of 10.17, up 4.31% [1] - Major decliners included: - Dayang Bio (003017) with a closing price of 33.78, down 3.82% [2] - Sanyou Chemical (600409) with a closing price of 5.97, down 2.45% [2] - Kaisheng New Materials (301069) with a closing price of 23.12, down 2.41% [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 209 million yuan from main funds, while retail funds saw a net inflow of 89.33 million yuan [2] - Key stocks with significant capital flow included: - Longbai Group (002601) with a main fund net inflow of 26.73 million yuan [3] - Zhongke Titanium White (002145) with a main fund net inflow of 25.74 million yuan [3] - Huayi Group (600623) with a main fund net inflow of 22.27 million yuan [3]

Core Viewpoint - Kaisheng New Materials (301069.SZ) has begun supplying thionyl chloride products to lithium battery electrolyte manufacturers, indicating a strategic move into the lithium battery supply chain [1] Group 1 - The company has confirmed its thionyl chloride products are being supplied to lithium battery electrolyte production facilities [1] - Currently, the company has not established direct business cooperation with CATL (Contemporary Amperex Technology Co., Limited) [1]

Market Overview - On September 5, the chemical raw materials sector rose by 2.24%, with Hongxing Development leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Hongxing Development (600367) closed at 18.01, with a gain of 10.02% and a trading volume of 189,300 shares, totaling a transaction value of 334 million [1] - Other notable performers included: - Kaisheng New Materials (301069) at 22.69, up 6.43%, with a transaction value of 454 million [1] - Sanxiang New Materials (603663) at 29.80, up 6.39%, with a transaction value of 1.033 billion [1] - Ti'an Co. (603067) at 17.32, up 6.19%, with a transaction value of 416 million [1] Capital Flow - The chemical raw materials sector saw a net inflow of 363 million from institutional investors, while retail investors experienced a net outflow of 335 million [2][3] - The main capital inflow was concentrated in: - Hongxing Development with a net inflow of 1.29 billion, accounting for 38.52% of its trading volume [3] - Sanxiang New Materials with a net inflow of 105 million, accounting for 10.14% [3] - Kaisheng New Materials with a net inflow of 44.64 million, accounting for 9.84% [3]