截至5月16日收盘，PEEK材料概念上涨3.40%，位居概念板块涨幅第1，板块内，27股上涨，中欣氟材 涨停，新瀚新材、华密新材、中研股份等涨幅居前，分别上涨16.60%、10.24%、9.26%。跌幅居前的有 双林股份、光威复材、光启技术等，分别下跌4.04%、1.95%、1.12%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.40 | 赛马概念 | -1.41 | | 可控核聚变 | 2.76 | 自由贸易港 | -1.12 | | 草甘膦 | 2.72 | 养鸡 | -1.06 | | 华为汽车 | 2.18 | 航运概念 | -1.00 | | 一体化压铸 | 2.15 | 期货概念 | -0.83 | | 小米汽车 | 2.14 | 猪肉 | -0.83 | | 长安汽车概念 | 1.98 | 中特估100 | -0.71 | | 培育钻石 | 1.93 | 信托概念 | -0.70 | | 有机硅概念 | 1.92 | 粮食概念 | -0.69 | | 汽车热管理 | 1.82 | 白酒概念 | ...

Group 1 - The core viewpoint of the news is that 27 stocks were listed on the institutional trading leaderboard, with 16 stocks experiencing net buying and 11 stocks facing net selling [1] - The top three stocks with the highest institutional buying were Kuaijingtong (1.06 billion), Xinhang New Materials (74.39 million), and Hongbaoli (68.61 million) [1] - Kuaijingtong's main business includes cross-border export and import e-commerce, facilitating the export of quality Chinese products and the import of overseas products [3] Group 2 - The stock Kuaijingtong saw a net buying of 1.06 billion from five institutions, with a price increase of 2.31% [2][3] - Xinhang New Materials experienced a significant price increase of 16.60%, with three buyers and three sellers [2] - The report mentions the introduction of a mandatory national standard for light vehicle automatic emergency braking systems, which may impact related stocks in the automotive sector [4]

Core Viewpoint - The company Xinhan New Materials (301076.SZ) has announced that its new DFBP production capacity has been validated by both domestic and overseas PEEK manufacturers and is now in mass production [1] Group 1: Company Developments - The DFBP is a crucial intermediate for synthetic PEEK, and its quality significantly impacts the performance of PEEK, which in turn affects downstream applications [1] - The company has added a new production capacity of 2,500 tons for DFBP, which has been successfully validated by PEEK manufacturers [1] Group 2: Industry Context - The production process for thermoplastic engineering plastics is complex, with varying requirements for PEEK and upstream materials depending on different downstream application scenarios [1] - Long-term technical accumulation is necessary to meet the diverse demands of the industry [1]

Group 1: Product Performance and Market Expansion - HAP products are being increasingly used in high-end cosmetics, with significant growth expected in 2024 due to new customer acquisition and market penetration [2] - HDO products are being developed as a new type of cosmetic preservative, with production expected to start by December 2025 [3] - In Q1 2025, overall product sales increased by over 30% compared to the same period last year [4] Group 2: Financial Outlook and Pricing Strategy - The company's export revenue is approximately 30% of total revenue, with 7% coming from exports to the U.S. [4] - Product prices are expected to fluctuate based on raw material costs and market competition, with a projected recovery in gross margin in Q1 2025 [4] - The company has implemented long-term supply chain locking and cost hedging strategies to mitigate raw material price volatility [8] Group 3: Industry Trends and Competitive Landscape - The PEEK material market is experiencing growth, particularly in emerging fields such as humanoid robots and low-altitude economy [4] - The light curing materials industry is benefiting from stricter environmental policies, which are expanding the market for UV coatings and inks [5] - The company is focusing on high-end cosmetic raw materials and is actively developing new products to meet market demands [6] Group 4: Risk Management and Future Plans - The company is closely monitoring international market trends to mitigate risks associated with trade policies and tariffs, particularly in the U.S. [4] - Future revenue growth will be driven by sustained industry demand, technological advancements, and a solid operational foundation [6] - The company has authorized foreign exchange hedging to manage risks associated with currency fluctuations [7]

2025.05. 16 作者 | 一财资讯 5月16日，三大股指集体收跌，上证指数报收3367.46点，跌0.4%；深成指报收10179.6点，跌 0.07%；创业板指报收2039.45点，跌0.19%。 盘面上，PEEK材料、草甘膦、可控核聚变、汽车零部件、化学制药板块涨幅居前，物流、化学纤 维、美容护理、保险板块走低。 PEEK材料概念股涨幅居前，截至收盘，新瀚新材大涨16%，华密新材涨超10%，中欣氟材涨停， 中研股份涨超9%。 汽车零部件板块大涨，豪恩汽电20%涨停，大地电气涨超18%，兆丰股份、精锻科技、鑫宏业等涨 超10%。 化学纤维板块领跌，苏州龙杰跌超7%，吉林碳谷、三房巷、江南高纤等多股不同程度下挫。 【机构观点】 江海证券： 短暂回落不改原有上升趋势。 德讯证券： 修复性行情基本告一段落，但中长期依然具备向好基础。 国金证券： 近期市场焦点集中在成交量的波动上。周四两市成交额缩量至1.15万亿元，周五上午第 一小时较周四进一步缩量600亿元。尽管如此，平均股价指数在探底后出现回升，科技板块中的人形 机器人板块呈现出企稳向好态势，有利于市场整体的震荡回升。后续的超跌反弹若不能有效放量，上 升 ...

证券时报·数据宝统计，截至今日上午10:29，上证综指3356.96点，收于五日均线之下，涨跌幅-0.71%， A股总成交额为5118.45亿元。到目前为止，今日有587只A股价格突破了五日均线，其中乖离率较大的 个股有新瀚新材、宜安科技、豪恩汽电等，乖离率分别为11.56%、10.88%、8.91%；双箭股份、博苑股 份、同星科技等个股乖离率较小，刚刚站上五日均线。 5月16日突破五日均线个股乖离率排名 | | 份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002819 | 东方中 科 | 7.64 | 12.77 | 31.36 | 32.96 | 5.09 | | 600592 | 龙溪股 份 | 7.12 | 11.15 | 28.23 | 29.63 | 4.97 | （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） ...

Group 1 - The A-share market experienced slight fluctuations at the beginning, with the controllable nuclear fusion concept seeing significant gains, particularly Baile Electric reaching a trading limit [1][5] - A50 stock index futures declined rapidly, down by 1% as of the report [3] - The controllable nuclear fusion concept saw a surge, with stocks like Baile Electric and Wangzi New Materials hitting the trading limit, while Jiusheng Electric, Changfu Co., and Zhongzhou Special Materials rose over 10% [5] Group 2 - The Hong Kong stock market weakened, with the Hang Seng Index and Hang Seng Technology Index showing narrowed declines; Alibaba's drop reduced to 4%, while NetEase surged over 15%, reaching a historical high [6] - Wangzi New Materials announced on an interactive platform that its subsidiary Ningbo Xinrong will provide energy storage capacitors for the Anhui Hefei controllable nuclear fusion project, aiming for order delivery by 2025 [8] - The Xiaomi automotive concept gained traction, with Wan'an Technology hitting the trading limit, and several other stocks showing significant increases [8] Group 3 - The defense and military industry concept became active again, with Chengfei Integration achieving eight consecutive trading limits, and other stocks like Lijun Co. and Tongda Co. also hitting trading limits [8] - The PEEK materials concept strengthened, with Zhongxin Fluorine Materials hitting the trading limit and Xinhan New Materials rising over 14% [10] - The new urbanization concept gained momentum, with Jitai Co. hitting the trading limit and several other stocks rising over 10% following the issuance of a policy to promote urban renewal actions [11][12]

Group 1 - The PEEK material concept stocks have experienced a rapid increase, with Xinhan New Materials (301076) rising over 10% [1] - Shengbang Co., Ltd. (301233) has seen an increase of over 5% [1] - Other companies such as Huami New Materials, Zhongxin Fluorine Materials (002915), and Shuangyi Technology (300690) have also reported significant gains [1]

一、保荐机构及保荐代表人承诺 1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏，保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 2、本机构及本人自愿接受中国证监会对保荐总结报告书相关事项进行的任 何质询和调查。 3、本机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管理办 法》的有关规定采取的监管措施。 1 中泰证券股份有限公司 关于江苏新瀚新材料股份有限公司 首次公开发行股票并在创业板上市之保荐总结报告书 根据中国证券监督管理委员会《关于同意江苏新瀚新材料股份有限公司首次 公开发行股票注册的批复》（证监许可〔2021〕2688 号）核准，江苏新瀚新材料 股份有限公司（以下简称"公司"、"新瀚新材"、"发行人"）向社会公众公开发 行人民币普通股（A 股）股票 2,000 万股，发行价为每股 31.00 元/股，募集资金 总额为 62,000.00 万元，扣除各项发行费用 6,524.15 万元（不含税）后的募集资 金净额为 55,475.85 万元。2021 年 10 月 11 日，公司发行的人民币普通股股票在 深圳证券交易所创业板上市，股票简称"新瀚 ...

1 中泰证券股份有限公司 关于江苏新瀚新材料股份有限公司 2024 年度持续督导跟踪报告 | 保荐机构名称：中泰证券股份有限公司 | 被保荐公司简称：新瀚新材（301076） | | --- | --- | | 保荐代表人姓名：陈春芳 | 联系电话：010-59013863 | | 保荐代表人姓名：卢戈 | 联系电话：010-59013863 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 次 0 | | 2、督导公司建立健全并有效执行规章制度的情 | | | 况 | | | （1）是否督导公司建立健全规章制度（包括但 | | | 不限于防止关联方占用公司资源的制度、募集资 | 是 | | 金管理制度、内控制度、内部审计制度、关联交 | | | 易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3、募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 12 次 | | （2）公司募集资金项目进展是否与信息披露 ...