Group 1: Wind Power Industry - The domestic wind power demand is stable, driven by the "dual carbon" goals and the 2035 plan for 360 GW of installed capacity, with a projected addition of 86.99 GW in 2024 and a total of 272.1 GW from 2021 to 2024, significantly higher than the 145.5 GW added during the 13th Five-Year Plan period [7][8][9] - The "15th Five-Year Plan" aims for annual new installed capacity of no less than 120 GW, with offshore wind power expected to contribute at least 15 GW annually, indicating a robust growth trajectory for the wind power sector [7][8] - The industry is recovering from price wars, with a 9% increase in the average bid price for onshore wind projects in 2025 compared to 2024, suggesting improved profitability for wind turbine manufacturers [9] Group 2: Retail Industry - The retail sector is slowly recovering in 2025, with segments like high-end gold and fashion jewelry experiencing higher demand due to rising gold prices, while cosmetics and medical aesthetics face intense competition [13][15] - "Emotional consumption" is identified as a key driver of market dynamics, with a focus on brands that can leverage consumer insights and differentiate their products [13][15] - Investment strategies should prioritize high-quality segments with both short-term recovery potential and long-term growth prospects, emphasizing companies with competitive advantages and brand strength [13][15] Group 3: Coal Mining Industry - Yongtai Energy's Hai Zetan coal mine project is progressing ahead of schedule, with plans to repurchase shares worth 300-500 million yuan for cancellation, signaling confidence in long-term growth [20][21][22] - The Hai Zetan project has significant resource advantages, with reserves of 1.145 billion tons and a planned production capacity of 6 million tons per year, expected to reach 10 million tons annually upon completion [21][22] - The company maintains profit forecasts for 2025-2027, projecting net profits of 580 million, 1.05 billion, and 1.47 billion yuan, respectively, with a corresponding EPS of 0.03, 0.05, and 0.07 yuan [20][21] Group 4: Chemical Industry - Wankai New Materials is advancing its rPET and oxalic acid projects, which are expected to drive diversified growth, maintaining a "buy" rating [5][23] - The rPET project, in collaboration with Carbios, aims for an initial capacity of 50,000 tons, with a total investment of approximately 922 million yuan, showcasing strong partnership commitment [23][24] - The oxalic acid project, utilizing low-cost natural gas, aims to establish a production capacity of 100,000 tons, enhancing the company's competitive edge in the market [24]

Group 1 - Dongfang Electric announced that three executives plan to reduce their holdings by a total of no more than 30,000 shares due to personal financial needs [1] - Yahu Pharmaceutical's APL-1401 clinical trial data was presented at the 19th European Colorectal Congress, indicating progress in treating moderate to severe ulcerative colitis [1] - Guizhou Bai Ling's actual controller is under investigation by the China Securities Regulatory Commission for insider trading and information disclosure violations [3] Group 2 - Bairen Medical's ePTFE pericardial membrane product has been approved for registration, ending the reliance on imports for this product in the domestic market [4] - Qianxin received approval for a total of 2 billion yuan in technology innovation bonds, with plans to issue medium-term notes and short-term financing bonds [6] - Tengjing Technology's shareholder plans to reduce holdings by no more than 1.96% of the company's shares [7] Group 3 - Yuntianhua's subsidiary is required to pay 386 million yuan in overdue taxes and penalties, which will impact the company's net profit for 2025 [8] - Jianyou Pharmaceutical's propofol emulsion injection has received FDA approval in the United States [9] - Suzhou Gaoxin successfully acquired land use rights for a residential project for 360 million yuan [9] Group 4 - Chalco International's subsidiary won a bid for a 3.03 billion yuan electrolytic aluminum project [11] - Tai Long Pharmaceutical's stock will continue to be suspended due to potential changes in control as the major shareholder is planning a share transfer [12] - Qianli Technology reported a 63.44% year-on-year increase in automobile sales for November, although new energy vehicle sales decreased by 43.98% [13] Group 5 - Fosun Pharma's innovative drug FXS0887 has received approval for a Phase I clinical trial for advanced malignant solid tumors [14] - Guoen Co. has obtained approval for a project to produce 20,000 square meters of aviation-grade acrylic glass, with a total investment of 560 million yuan [15] - Guofa Co.'s chairman resigned due to personal reasons [17] Group 6 - Shanghai Construction won a bid for a state-owned construction land use right for 264 million yuan [18] - Weixin Kang's subsidiary received approval for a clinical trial of lidocaine cream for local anesthesia [20] - Sanxing Medical's subsidiary is a candidate for a 152 million yuan transformer procurement project for the State Grid [20] Group 7 - People's Daily announced the resignation of its president due to work changes, while retaining other leadership roles [21] - Beibu Gulf Port reported a 0.29% year-on-year increase in cargo throughput for November [22] - Chongqing Construction won three engineering projects with a total value of approximately 2.773 billion yuan [23] Group 8 - Xingyu Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [24] - Huajian Group signed a design contract worth 160 million yuan for a comprehensive project [25] - Wankai New Materials plans to invest 350 million yuan in a technical transformation project for producing 100,000 tons of adipic acid [26] Group 9 - Kaipuyun received a government subsidy of 18 million yuan, which is 87.43% of its net profit for the last audited fiscal year [28] - Ningbo Port expects a 10.8% year-on-year increase in container throughput for November [30] - An Cai High-Tech plans to invest 498 million yuan to upgrade its photovoltaic glass production line [32] Group 10 - Shunhao Co. stated that its existing business has not generated synergies with the rail business, which faces various risks [34] - Yihualu plans to publicly transfer 35% of its stake in Liaoyun Company [35] - ST Wanfang's shareholder plans to reduce holdings by no more than 3% of the company's shares [36] Group 11 - Youyou Food's shareholder plans to reduce holdings by no more than 110,000 shares [38] - Hengtong Optic-Electric's incentive fund has spent 49.98 million yuan to purchase company shares [41] - Zoli Pharmaceutical plans to issue convertible bonds to raise no more than 1.556 billion yuan for various projects [42]

（文章来源：证券日报） 证券日报网讯 12月3日，万凯新材在互动平台回答投资者提问时表示，截至2025年11月28日，公司股东 总人数为26169户。 ...

证券日报网讯12月3日，万凯新材（301216）在互动平台回答投资者提问时表示，公司将持续关注灵心 巧手的上市进展，并及时履行信息披露义务。 ...

基础化工/塑料 万凯新材（301216.SZ） rPET、草酸项目取得新进展，打造多元业绩增长点 2025 年 12 月 03 日 投资评级：买入（维持） | 日期 | 2025/12/2 | | --- | --- | | 当前股价(元) | 18.20 | | 一年最高最低(元) | 21.99/9.37 | | 总市值(亿元) | 105.59 | | 流通市值(亿元) | 99.79 | | 总股本(亿股) | 5.80 | | 流通股本(亿股) | 5.48 | | 近 3 个月换手率(%) | 205.0 | 股价走势图 数据来源：聚源 -30% 0% 30% 60% 90% 120% 2024-12 2025-04 2025-08 万凯新材 沪深300 相关研究报告 《Q3 业绩同环比增长，反内卷及新材 料布局打开成长空间 —公司信息更 新报告》-2025.10.29 《公司盈利拐点确立，多元增长极打 开成长空间—公司信息更新报告》 -2025.8.28 《聚酯瓶片主业底部向上，多元增长 极共塑未来 —公司首次覆盖报告》 -2025.8.21 请务必参阅正文后面的信息披露和法律声明 1 / 4 ...

万凯新材（301216）(301216.SZ)发布公告，公司拟通过全资子公司四川正达凯新材料有限公司(以下简 称"正达凯")投资建设"产能提升年产10万吨乙二酸技改项目"。公司全资子公司正达凯一期60万吨乙二 醇项目(以下简称"乙二醇项目")目前前端合成气制备、乙二酸二甲酯(简称"DMO")合成、空分等装置尚 有余量，本项目将通过提升前端负荷的方案提高现有乙二醇装置利用率，在不影响乙二醇产量的前提 下，利用乙二醇装置中间产品DMO为原料，采用水解法生产工艺，制备乙二酸并副产氢气，提高项目 整体综合效率。本项目计划总投资金额约3.5亿元，建设期9个月，建成后将形成年产10万吨乙二酸及 +8939Nm /h氢气的生产能力。 ...

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 曾健辉） 每经AI快讯，万凯新材12月2日晚间发布公告称，公司第二届第二十七次董事会会议于2025年12月2日 以现场表决方式召开。会议审议了《关于对外投资设立合资公司暨投资建设生物酶解聚PET再生项目的 议案》等文件。 ...

公告称，公司作为PET行业重要的参与者之一，在聚酯材料领域拥有丰富的工厂建设经验和强大的生产 管理能力;Carbios研发的革命性的生物酶解聚PET再生技术，可通过高效的无溶剂方法将PET塑料和纺织 品废料再生为类原生产品，具有原料包容性强、工艺温和能耗低、回收效率高、出厂品质高等突出优 势，可以实现真正意义上的全周期高质量无限循环。 本次通过引入Carbios的先进生物酶技术，双方实现战略整合、优势互补，以形成从"酶—工艺优化—产 业放大"的技术闭环，打通"原料—生产—回收—再利用"的全周期高质量绿色循环链，将在消费后PET 的再生循环利用领域创造巨大的价值。 智通财经APP讯，万凯新材(301216.SZ)发布公告，为推动消费后PET再生循环产业化落地，确立在再生 PET领域的竞争领先地位，公司与法国知名绿色科技上市公司Carbios S.A.(以下简称"Carbios")签署了 《股东协议》，双方将在中国成立一家合资公司(公司名称以最终工商核定通过为准)，合资公司注册资 本暂定2.77亿元人民币，其中万凯新材以货币形式出资1.94亿元人民币，占比70%，Carbios以货币形式 出资0.83亿元人民币， ...

格隆汇12月2日丨万凯新材(301216.SZ)公布，公司全资子公司正达凯一期60万吨乙二醇项目（简称"乙 二醇项目"）目前前端合成气制备、乙二酸二甲酯（简称"DMO"）合成、空分等装置尚有余量，本项目 将通过提升前端负荷的方案提高现有乙二醇装置利用率，在不影响乙二醇产量的前提下，利用乙二醇装 置中间产品DMO为原料，采用水解法生产工艺，制备乙二酸并副产氢气，提高项目整体综合效率。本 项目计划总投资金额约3.5亿元，建设期9个月，建成后将形成年产10万吨乙二酸及+8939Nm3/h氢气的 生产能力。 项目建设内容：项目占地面积约40亩，以正达凯一期乙二醇装置的乙二酸二甲酯为原料，采用乙二酸二 甲酯水解法制乙二酸生产工艺，建设年产10万吨乙二酸的生产能力。建设内容为反应精馏装置、结晶/ 真空过滤装置、干燥装置、包装装置、乙二酸仓库、公用工程装置及变电站等相关配套设施。 ...

智通财经APP讯，万凯新材(301216.SZ)发布公告，公司拟通过全资子公司四川正达凯新材料有限公司 (以下简称"正达凯")投资建设"产能提升年产10万吨乙二酸技改项目"。公司全资子公司正达凯一期60万 吨乙二醇项目(以下简称"乙二醇项目")目前前端合成气制备、乙二酸二甲酯(简称"DMO")合成、空分等 装置尚有余量，本项目将通过提升前端负荷的方案提高现有乙二醇装置利用率，在不影响乙二醇产量的 前提下，利用乙二醇装置中间产品DMO为原料，采用水解法生产工艺，制备乙二酸并副产氢气，提高 项目整体综合效率。本项目计划总投资金额约3.5亿元，建设期9个月，建成后将形成年产10万吨乙二酸 及+8939Nm³/h氢气的生产能力。 ...