证券之星消息，12月25日化学原料板块较上一交易日上涨0.51%，华融化学领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301256 | 华融化学 | 15.35 | 4.00% | 37.06万 | | 5.57 乙 | | 000830 | 鲁西化工 | 16.67 | 3.80% | 39.66万 | 6.54亿 | | | 003017 | 大洋生物 | 30.57 | 3.10% | ● 1.82万 | 5478.25万 | | | 002648 | 卫星化学 | 17.43 | 2.59% | 64.03万 | | 11.09亿 | | 301190 | 善水科技 | 21.67 | 1.98% | 1.43万 | 3073.20万 | | | 000691 | *ST亚太 | 9.27 | 1.64% | 10.74万 | 988 ...

Group 1: Chemical Sector Performance - The chemical raw materials index increased by 1.62%, while the chemical machinery index decreased by 0.96%, the chemical pharmaceuticals index fell by 1.69%, and the pesticide and fertilizer index rose by 4.21% [1] - The top five rising petrochemical products included folic acid up by 20%, battery-grade lithium carbonate up by 11.08%, nitric acid up by 10.43%, sulfur up by 9.95%, and petroleum coke up by 7.23% [1] - The top five declining petrochemical products were liquid chlorine down by 34%, butadiene down by 7.69%, 2,4-D down by 6.09%, trichloroethylene down by 6.00%, and SBS down by 5.90% [1] Group 2: Oil Sector Performance - The oil processing index rose by 1.39%, while the oil extraction index fell by 0.22%, and the oil trading index increased by 3.44% [1] - International crude oil prices continued to decline, with West Texas Intermediate crude oil futures settling at $56.66 per barrel, down 1.36% from December 12, and Brent crude oil futures settling at $60.47 per barrel, down 1.06% from December 12 [1] Group 3: Capital Market Performance of Listed Chemical Companies - The top five rising listed chemical companies included Sulihua Co., Ltd. up by 30.69%, Xinri Hengli up by 27.48%, Reborn Technology up by 23.25%, Ruihua Tai up by 20.93%, and Shenjian Co., Ltd. up by 20.50% [2] - The top five declining listed chemical companies were Huarong Chemical down by 20.01%, Enjie Co., Ltd. down by 18.36%, Weike Technology down by 13.15%, Jinbantai down by 12.83%, and Xingye Co., Ltd. down by 12.63% [2]

Group 1 - The photoresist sector is experiencing a significant upward movement, with Andar Intelligent rising over 10% [1] - Other companies such as Chipbond Microelectronics, Dinglong Co., Matsui Chemical, Huarong Chemical, and Hengkun New Materials are also seeing gains [1]

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [5] Core Insights - The global semiconductor sales are expected to continue growing in 2025, driven by demand from AI computing, data centers, and smart driving applications. The global semiconductor sales for January to October 2025 are projected to be approximately $612.1 billion, a year-on-year increase of 21.9%, with China's semiconductor sales at about $169.4 billion, up 12.5% [1][22] - The global semiconductor market size is forecasted to reach $700.9 billion in 2025, reflecting an 11.2% year-on-year growth, with the Asia-Pacific region's market size expected to be around $370.6 billion, growing by 9.8% [1][22] - The expansion of wafer production capacity is accelerating, particularly in advanced processes, with a projected compound annual growth rate (CAGR) of 7% from 2024 to 2028 for global 12-inch wafer monthly capacity, expected to reach 11.1 million pieces by 2028 [2][26] - The demand for high-bandwidth memory (HBM) is increasing due to data centers and AI processors, with the global semiconductor materials market expected to reach approximately $70 billion in 2025, a 6% increase year-on-year [3][30] - The advanced process requires higher performance parameters for electronic chemicals, leading to a concentration of industry competition towards leading suppliers capable of meeting these demands [4][32] Summary by Sections Semiconductor Market - AI demand is driving global semiconductor sales growth, with projections for 2025 indicating a significant increase in both global and Chinese markets [1][22] - The semiconductor market is expected to grow to $700.9 billion in 2025, with a further increase to $760.7 billion in 2026 [1][22] Wafer Production Capacity - The global semiconductor wafer production capacity is set to expand significantly, particularly in advanced processes, with a CAGR of 14% for 7nm and below processes from 2024 to 2028 [2][26] Semiconductor Materials - The global semiconductor materials market is projected to grow to $70 billion in 2025, with a notable increase in China's market size to approximately 174.1 billion yuan, reflecting a 21.1% year-on-year growth [3][30] Electronic Chemicals - The advanced semiconductor processes require higher purity and stability in electronic chemicals, leading to a competitive landscape favoring top suppliers with technological and scale advantages [4][32] Investment Recommendations - The report suggests focusing on leading companies in semiconductor materials, particularly those with strong technological capabilities and deep ties to downstream wafer manufacturers [34]

（文章来源：证券日报） 证券日报网讯 12月16日，华融化学在互动平台回答投资者提问时表示，公司主要产品包括氢氧化钾、 盐酸、次氯酸钠、聚合氯化铝以及液氯等。 ...

证券之星消息，12月16日化学原料板块较上一交易日下跌1.81%，华融化学领跌。当日上证指数报收于 3824.81，下跌1.11%。深证成指报收于12914.67，下跌1.51%。化学原料板块个股涨跌见下表： 从资金流向上来看，当日化学原料板块主力资金净流出5.3亿元，游资资金净流入1.49亿元，散户资金净 流入3.81亿元。化学原料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

格隆汇12月16日丨华融化学(301256.SZ)在投资者互动平台表示，公司主要产品包括氢氧化钾、盐酸、 次氯酸钠、聚合氯化铝以及液氯等，不涉及商业航天领域。 ...

格隆汇12月16日丨华融化学(301256.SZ)在投资者互动平台表示，公司主要产品包括氢氧化钾、盐酸、 次氯酸钠、聚合氯化铝以及液氯等，不涉及商业航天领域。 ...

从资金流向上来看，当日化学原料板块主力资金净流入9361.89万元，游资资金净流出4882.55万元，散 户资金净流出4479.34万元。化学原料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月15日化学原料板块较上一交易日上涨0.86%，华融化学领涨。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。化学原料板块个股涨跌见下表： ...

Market Overview - The chemical raw materials sector experienced a decline of 0.84% on December 8, with Xinjinlu leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Xinjinlu (000510) closed at 9.71, down 6.72% with a trading volume of 1.53 million shares and a transaction value of 15.15 million [1] - Huarong Chemical (301256) closed at 15.71, down 3.38% with a trading volume of 433,800 shares and a transaction value of 681 million [1] - Yinglite (000635) closed at 9.47, down 3.27% with a trading volume of 142,400 shares and a transaction value of 135 million [1] - Other notable declines include Boyuan Chemical (000683) down 2.99% and Huatai (001217) down 2.93% [1] Capital Flow - The chemical raw materials sector saw a net outflow of 367 million from main funds, while retail funds had a net inflow of 107 million [3] - Notable capital movements include: - Lushi Chemical (000830) with a main fund net outflow of 19.99 million and retail net inflow of 3.71 million [3] - Jinfeng Titanium Industry (000545) with a main fund net inflow of 16.93 million [3] - Binhu Chemical (601678) had a main fund net inflow of 10.14 million but a retail net outflow of 27.10 million [3]