万和财富早班车 2025年7月9日 ● 国内金融市场 ● 我们不是资讯的搬运工 而是有态度的发现者 宏观消息汇总 1。国家发展改革委新增下达100亿元中央预算内投资，开展以 工代赈行动,预计吸纳带动31万名重点群体就业 2. 七部门发文加快推进普惠托育服务体系建设,明确发展"1+N" 的托育服务体系 3. 香港证监会：扩大南向通参与机构范围,加入券商、保险公 司、理财及资产管理公司 二、行业最新动态 1。万马股份(002276)：万马高分子超高压绝缘料三期项目达产后. 合计年产能将达到6万吨,市占率从15%提升至约20% 2 联合化学(301209)：公司拟以自有和自筹资金1.2亿元增资卓 光芮科技，增资后将持有卓光芮19.3548%的股权 3、金岭矿业(000655):预计公司上半年净利润盈利比上年同期增 长66.48%-111.54%,业绩增长主要由于主产品铁精粉销量增加 4、科大智能(300222)：公司全资子公司持股18%的参股公司科大智 能（合肥）科技有限公司为小米汽车充电桩的供应商 四、市场回顾及展望 七月八日(周二),昨天市场小幅高开后一路震荡上行,黄线 领涨白线,指数盘中突破7月4日的高点再度 ...

每经记者｜吴泽鹏 每经编辑｜宋思艰 7月7日晚间，联合化学（SZ301209，股价106.00元，市值118.72亿元）公告宣布，拟按照投前估值5亿元的价格， 向卓光芮科技（上海）有限责任公司（以下简称卓光芮）增资1.2亿元，增资后将持有卓光芮19.3548%的股权。 同时，公司有权在增资款项到位后6个月内，继续以增资方式投资不超过1.2亿元。 《每日经济新闻》记者注意到，卓光芮今年前5个月营业收入为0，亏损超过2500万元。同时，截至今年5月31 日，卓光芮净资产为-4147.22万元。此外，卓光芮2024年全年营收虽然达到2658.30万元，但也亏损了1584.61万 元。 联合化学称，本次投资资金主要用于支持标的公司开展国产投影式曝光机研发及相关零部件研制工作。联合化学 认为，精密光学产品以及半导体投影式曝光机作为数字经济、人工智能产业发展不可或缺的硬件基础架构， 是"新质生产力"典型代表之一，亦是国家重点支持和鼓励的投资方向。 标的成立于今年3月7日 卓光芮成立于今年3月7日，"尚未实际开展业务，目前主要开展投影式曝光机的研发，该产品主要应用于半导体 晶圆制造的光刻步骤"。但根据联合化学公告，卓光芮2 ...

Group 1 - The company plans to invest 120 million yuan in Zhuoguangrui Technology, acquiring a 19.3548% stake [1] - The investment will primarily support the research and development of domestic projection exposure machines and related components [1] - This investment aligns with the company's strategic transformation from traditional manufacturing to a technology-driven model, enhancing its layout in strategic business areas [1] Group 2 - Precision optical products and semiconductor projection exposure machines are essential hardware foundations for the development of the digital economy and artificial intelligence industries [1] - The investment represents a new focal point for the company's transformation and upgrade strategy, contributing to the establishment of a new development model [1]

Group 1 - The A-share market showed steady progress in the first half of 2025, with major indices such as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all experiencing increases, leading to an overall rise in market capitalization and a steady growth in the number of listed companies [2][3] - Approximately 3,800 companies saw their stock prices increase, with over 1,700 companies achieving a rise of more than 20%, and 136 companies doubling their stock prices [3] - The top-performing stock was United Chemical, which experienced a remarkable increase of 437.83%, followed by Shuyou Shen with a 403.10% rise, and *ST Yushun with a 355.06% increase [3][4] Group 2 - The non-ferrous metals sector led the market with an impressive cumulative increase of 18.12%, driven by rising metal prices and strong performance in gold, which peaked at $3,500 per ounce in April [6] - Other sectors such as banking, national defense, and media also performed well, with respective increases of 13.10%, 12.99%, and 12.77%, and several banking stocks seeing gains of over 20% [7] - Notably, eight companies in the national defense sector saw their stock prices double, while three companies in the media sector also achieved similar results [7] Group 3 - Analysts predict that the capital market will continue to present opportunities in the second half of the year, with expectations for a more active market and potential for further index growth beyond 3,400 points [8][9] - The focus is expected to shift towards core assets, including traditional consumer stocks and leading technology companies, as the market transitions towards a trend-driven environment [8][9] - Institutions are optimistic about the market outlook, anticipating a bull market in both Hong Kong and A-share markets starting in the fourth quarter of 2025, with a shift from small-cap stocks to core assets [9]

Market Overview - A-share market showed a rising trend in the first half of 2025, with major indices increasing, particularly the North Exchange 50, which surged by 39.45% [2][3] - 70% of stocks in the market achieved positive returns, a significant increase from 15% in the same period last year [2][5] - The small-cap growth style index performed strongly, with a cumulative increase of 4.53% [3] Stock Performance - 136 stocks saw their prices double in the first half of the year, while 15 stocks more than tripled [5] - Union Chemical topped the list with a remarkable 438% increase, followed by Shutaikang at 403% and Jiuling Technology at 305% [5][6] - The chemical sector had 16 stocks that doubled in value during this period [6] Sector Analysis - Among 35 sectors, 23 experienced growth, with non-ferrous metals leading at 17.93%, followed by enterprise services and household goods [4] - The coal industry was the worst performer, declining by 10.02%, with real estate and retail also showing negative growth [4] Investment Strategies - Analysts suggest a "high dividend + technology" strategy for the second half of the year, focusing on low-valuation, high-dividend assets and technology sectors [8] - The market is expected to enter a new phase of stable growth, with potential for a bull market in the second half [8] Market Sentiment - Improved market sentiment is attributed to reduced geopolitical risks and supportive domestic policies [3][8] - Analysts predict that small-cap stocks and strong reversals will dominate the market, with technology sectors expected to outperform [9]

6月30日，A股三大股指收盘飘红，2025年上半年行情随之收官。 上半年，主要股指多数录得上涨。上证指数半年涨2.76%，深证成指半年涨0.48%，创业板指半年涨 0.53%，北证50指数半年大涨39.45%。成交量方面，上半年沪深两市日均成交13608.36亿元，较2024年 日均成交额（10521.82亿元）放量近30%。 A股主要股指上半年表现，数据来源：Choice，统计截至2025/6/30，不作投资推荐 个股方面，剔除今年上市的次新股，有超过3700只个股上半年飘红，占比约七成。其中，135只个股半 年股价实现翻倍，15只个股半年涨幅超过200%。 上半年"十大牛股"出炉，联合化学（301209）以 437.83%的涨幅拔得头筹。 有色金属板块涨幅居首 以申万行业划分，有色金属指数上半年累计涨18.12%，涨幅居所有一级行业首位。细分来看，贵金属 指数大幅领跑，半年涨幅高达35.91%。金属新材料、工业金属、小金属指数涨幅均在16%左右，能源金 属指数上涨10.61%。 | 证券代码 | 证券简称 | 区间涨跌幅 | | | --- | --- | --- | --- | | | | [区间首日] ...

304% 5. 九菱科技 总市值(亿) 现价(元) 75.69 49 稀土永磁 2025H1涨幅:前复权 2025.01.02–2025.06.30 303% 6. 中毅达 总市值(亿) 现价(元) 16.38 175 化工、涨价 2025H1涨幅:前复权 2025.01.02-2025.06.30 287% 7. 中洲特材 总市值(亿) 现价(元) 22.9 105 高温合金材料、核聚变 2025H1涨幅:前复权 2025.01.02-2025.06.30 267% 8. 路桥信息 总市值(亿) 现价(元) 70.72 54 交通信息化、稳定币 2025H1涨幅:前复权 2025.01.02-2025.06.30 262% 9. 七丰精工 总市值(亿) 现价(元) 45.67 37 紧固件、军工 2025H1涨幅:前复权 2025.01.02-2025.06.30 243% 10 永安站业 和价(元) | | 兰市值(亿) 26.75 心" 78 IV. 小メジリエ 牛磺酸、涨价 2025H1涨幅:前复权 2025.01.02–2025.06.30 234% 注: 截至6月30日数据 2025上半年十大牛股 ...

Core Viewpoint - The chemical industry is experiencing a structural optimization and upgrade driven by global capacity restructuring and domestic policies, leading to a recovery in demand and a new upward cycle, with significant stock price increases in the basic chemical sector, particularly for companies like United Chemical [1] Group 1: Company Performance - United Chemical achieved a revenue of 53.46 million yuan in 2024, a year-on-year increase of 24.80%, and a net profit of 5.64 million yuan, up 66.81% [2] - In Q1 2025, the company reported a revenue of 13.00 million yuan, a slight increase of 0.52%, and a net profit of 1.65 million yuan, up 17.97% [2] - The company specializes in the R&D, production, and sales of azo organic pigments and water-based inks, with applications in various industries including printing, packaging, and cosmetics [2] Group 2: R&D and Innovation - United Chemical's R&D investment grew by 27.16% in 2024, with R&D expenses accounting for 4.53% of revenue [3] - The company aims to enhance its core technology and innovation through independent R&D, focusing on developing high-performance, environmentally friendly pigment products [3] - The company holds 12 invention patents and 19 utility model patents, participating in the formulation of 48 national and industry standards [2][3] Group 3: Strategic Expansion - United Chemical is expanding into the electronic chemicals sector, leveraging its experience in fine chemical synthesis and surface treatment [4] - In May 2025, the company established a joint venture, Qichen Semiconductor, to develop and produce various semiconductor materials, including photolithography monomers and electronic-grade solvents [4] - The initial production capacity for the photolithography monomer project is designed at 200 tons per year, with plans for future expansion based on market demand [4][5]

证券代码：301209 证券简称：联合化学 公告编号：2025-026 龙口联合化学股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、基本情况 龙口联合化学股份有限公司（以下简称"公司"）于 2025年4月25日召开第二 届董事会第七次会议、于2025年5月19日召开 2024 年年度股东大会，审议通过 了《关于变更公司注册资本及修订〈公司章程〉并授权董事会办理相关变更登记 的议案》。具体内容详见公司于2025年4月28日和2025年5月19日在巨潮资讯网 （http://www.cninfo.com.cn）披露的相关公告。 近日，公司已完成上述工商变更登记及变更后《公司章程》的备案手续，并 取得烟台市行政审批服务局换发的《营业执照》。公司变更后的《营业执照》具 体信息如下： 1、 统一社会信用代码：913706817986634439 2、 名 称：龙口联合化学股份有限公司 3、 类 型：股份有限公司（上市、自然人投资或控股） 7、 住 所：山东省烟台市龙口市诸由观镇 8、 经营范围：一般项目：化工产 ...

龙口联合化学股份有限公司 2024年年度权益分派实施公告 证券代码：301209 证券简称：联合化学 公告编号：2025-025 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 1 公司2024年年度权益分派方案为：以公司现有总股本80,000,000股为基数， 向全体股东每10股派2.00元人民币现金（含税；扣税后，"境外机构（QFII、RQFII）" 以及持有首发前限售股的个人和证券投资基金每10股派1.80元；持有首发后限售 股、股权激励限售股及无限售流通股的个人股息红利税实行差别化税率征收，公 司暂不扣缴个人所得税，待个人转让股票时，根据其持股期限计算应纳税额【注】； 持有首发后限售股、股权激励限售股及无限售流通股的证券投资基金所涉红利税， 对香港投资者持有基金份额部分按10%征收，对内地投资者持有基金份额部分实 行差别化税率征收），同时以资本公积金向全体股东每10股转增4股。 龙口联合化学股份有限公司（以下简称"公司"）《关于公司2024年度利润分 配及资本公积转增股本方案的议案》已获2025年5月19日召开的2024年年度股东 大会审议通过，现将权 ...