宿迁联盛大宗交易折价成交，光稳定剂与储能项目受关注

Group 1 - The core viewpoint of the news highlights that Suqian Liansheng (603065) has engaged in a block trade of 1 million shares at a price of 9.04 yuan, which is a discount of 0.99% compared to the closing price of 9.13 yuan on the same day. The company is recognized as a national-level specialized and innovative "little giant" enterprise with high technical barriers, and its light stabilizer products are applied in photovoltaic backsheet adhesive films [1] - The company’s annual production project of 34,000 tons of energy storage electrolyte has entered the equipment debugging stage, which may become a future growth point [1] Group 2 - In the recent stock performance, Suqian Liansheng's stock price fluctuated significantly over the past 7 days, with a range of 2.29% and an amplitude of 7.22%. On February 12, the stock fell by 2.63% with a trading volume of 84.44 million yuan, while on February 13, the latest stock price was 8.93 yuan, increasing by 0.45% with a trading volume of 60.27 million yuan [2] - Over the past 5 days, there was a net inflow of 16.44 million yuan from major funds, but on February 13, there was a net outflow of 2.07 million yuan, indicating short-term capital divergence. The technical analysis shows that the stock price is currently close to a resistance level of 9.06 yuan, with increasing concentration of shares, necessitating attention to the breakout situation [2] Group 3 - The overall outlook for the chemical industry is positive, with institutions like UBS and Morgan Stanley indicating that 2026 may mark the beginning of an upward cycle for the chemical industry, benefiting from supply-side clearing, policy support, and the exit of overseas capacity. However, the viewpoint is more structural, necessitating a focus on specific sub-sectors [3] - Suqian Liansheng's basic chemical sector has recently underperformed compared to the broader market, and institutions maintain a neutral rating on the company, predicting a 43.90% year-on-year increase in net profit for 2025, although individual stock research frequency is relatively low [3]