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 ...

化工股局部拉升，红墙股份（002809）涨停，侨源股份（301286）涨超8%，百龙创园（605016）、中 欣氟材（002915）、新瀚新材（301076）跟涨。 ...

Core Viewpoint - The PEEK (Polyetheretherketone) material concept stocks have experienced significant volatility recently, with notable price fluctuations among various companies in the sector, indicating the need for careful investment evaluation [3][4]. Company Performance - Zhongxin Fluorine Materials (中欣氟材) saw its stock price hit a daily limit down after achieving six limit up days in the previous nine trading days, with a cumulative increase of over 100% since April 9, reaching a peak price of 23.57 yuan per share [4]. - In 2024, Zhongxin Fluorine Materials reported total revenue of 1.404 billion yuan, showing growth compared to the previous year, despite a net loss of 186 million yuan, slightly improved from a loss of 188 million yuan in the prior year [5][6]. - The company experienced an increase in management, research and development, and financial expenses, with management costs exceeding 100 million yuan, while sales expenses decreased [5]. Industry Trends - The PEEK material industry is gaining attention due to its applications in various sectors such as robotics, aerospace, automotive, industrial, electronics, and medical fields [3]. - The PEEK material supply chain includes upstream raw material suppliers and midstream manufacturers, with significant interest in companies producing key raw materials like DFBP (4,4'-difluorobenzophenone) [7][8]. - Newhan New Materials (新瀚新材) and Brother Technology (兄弟科技) have also seen substantial stock price increases, with Newhan New Materials reporting a doubling of its stock price in the past month [7][8]. Financial Performance of Key Players - Newhan New Materials produces DFBP, a crucial raw material for PEEK, and has seen rapid expansion in downstream applications, indicating a growing market potential [7]. - Brother Technology has completed a project to produce 20,000 tons of phenol annually, which is now being sold to major domestic producers, and has entered the PEEK market [8]. - Zhongyan Co. (中研股份) reported a 6.51% increase in sales volume to 965.51 tons, but a 5.05% decline in revenue to 277 million yuan, with a net profit decrease of 27.99% [9]. - Tongyi Co. (同益股份) reported a revenue decrease of 5.57% to 3.075 billion yuan and a net loss of 95.52 million yuan, a significant decline from the previous year's profit [9].

截至5月8日收盘，PEEK材料概念下跌1.39%，位居概念板块跌幅榜前列，板块内，新瀚新材、中欣氟 材、聚赛龙等跌幅居前，股价上涨的有9只，涨幅居前的有盛帮股份、超捷股份、天赐材料等，分别上 涨5.17%、1.63%、1.42%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 成飞概念 | 7.01 | 大豆 | -1.62 | | 大飞机 | 3.06 | PEEK材料 | -1.39 | | 铜缆高速连接 | 3.04 | 转基因 | -1.12 | | 军工信息化 | 2.96 | 玉米 | -1.00 | | 太赫兹 | 2.90 | 氟化工概念 | -0.79 | | 军民融合 | 2.87 | 化肥 | -0.70 | | 航空发动机 | 2.86 | 粮食概念 | -0.62 | | 共享单车 | 2.86 | 环氧丙烷 | -0.60 | | 空气能热泵 | 2.76 | 黄金概念 | -0.52 | | F5G概念 | 2.35 | 金属铅 | -0.48 | | 代码 | 简称 | 今日 ...

Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides detailed insights into market performance and trends, indicating a cautious outlook for certain segments [2][11]. Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with various sub-sectors experiencing different levels of performance [11][16]. - The apparent consumption of methanol in China has surpassed 100 million tons for the first time, indicating significant growth in demand [2]. - The report highlights a notable increase in the prices of key chemical products, particularly trichloroethylene, which rose by 16.28% due to supply constraints and strong demand in the refrigerant market [24][25]. Market Overview - Major indices in April 2025 showed declines: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, and ChiNext Index -7.40% [11]. - Among the basic chemical sub-sectors, the rubber and products segment saw a significant decline of 13.52%, while daily chemicals and inorganic salts experienced growth of 8.56% and 4.37%, respectively [16][20]. Product Price Movements - The top ten products with price increases included trichloroethylene (16.28%), ammonium sulfate (12.20%), and H acid (10.96%) [24][30]. - Conversely, the products with the largest price declines included TMA (-28.26%), bromine (-24.14%), and vitamin A (-18.07%) [30][32]. Company Performance - In April 2025, 221 basic chemical companies reported positive returns, while 319 companies experienced negative returns [20]. - The top-performing companies included United Chemical with a 159.09% increase and Hongbaoli with a 104.27% increase in stock price [21][22]. Industry Trends - The report notes that the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan in the first quarter, reflecting a slight decline of 0.4% year-on-year [34]. - Shandong province is focusing on enhancing its chemical industry advantages, with significant growth in the number of large-scale chemical enterprises and revenue generation [34].

Investment Rating - The report does not explicitly state an investment rating for the chemical industry Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with 12 sub-industries showing growth and 20 experiencing declines [11][16][20] - The apparent consumption of methanol in China has surpassed 100 million tons for the first time [1] Market Overview - Major indices in April 2025 showed the following changes: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, ChiNext Index -7.40%, and North Securities 50 Index +4.72% [11] - The basic chemical sector's performance was mixed, with significant declines in rubber and related products, while daily chemical products and inorganic salts showed positive growth [16][20] Product Price Movements - The top ten products with price increases in April 2025 included Trichloroethylene (+16.28%), Ammonium Sulfate (+12.20%), and H Acid (+10.96%) [24][25] - Trichloroethylene prices rose significantly due to reduced production and strong demand in the refrigerant market [25][26] Sub-Industry Performance - Among the basic chemical sub-industries, the top five performers were daily chemicals (+8.56%), inorganic salts (+4.37%), and fluorochemicals (+3.46%), while polyurethane and tires saw the largest declines of -17.59% and -14.68%, respectively [16][19] - In April 2025, 221 companies in the basic chemical sector reported positive returns, while 319 reported negative returns [20] Company Performance - The top ten companies by monthly growth included United Chemical (+159.09%), Hongbaoli (+104.27%), and Zhongxin Fluorine Materials (+65.92%) [21][22] - Conversely, the bottom ten companies included Hunan YN (-22.18%), Dingjide (-22.54%), and Hengxing New Materials (-23.21%) [23][24] Industry News - In the first quarter of 2025, the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan, a slight decrease of 0.4% year-on-year [32] - Shandong province continues to enhance its chemical industry advantages, with 3,682 large-scale chemical enterprises and a revenue of 2.86 trillion yuan by the end of 2024 [32]

江苏新瀚新材料股份有限公司 关于召开2024年年度股东大会提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏新瀚新材料股份有限公司（以下简称"公司"或"本公司"）于2025年4 月26日在巨潮资讯网（http://www.cninfo.com.cn）上发布了《关于召开2024年年度 股东大会的通知》。现将本次会议的有关事项提示如下： 一、召开会议基本情况 1、股东大会届次：2024年年度股东大会 2、会议召集人：江苏新瀚新材料股份有限公司董事会 3、会议召开的合法、合规性：本次股东大会会议召开符合有关法律、行政法 规、部门规章、规范性文件和《公司章程》的相关规定。 证券代码：301076 证券简称：新瀚新材 公告编号：2025-022 4、现场会议召开时间：2025年5月19日（星期一）下午14:00 网络投票时间：2025年5月19日。其中： （1）通过深圳证券交易所交易系统进行网络投票的具体时间为2025年5月19日 上午9:15-9:25，9:30-11:30，下午13:00-15:00； （2）通过深圳证券交易所互联网投票系统投票的具体时 ...