豆粕价格下跌，新和成2024H1业绩预增

Market Performance - The Shanghai Composite Index rose by 0.72% to 2971.30, while the Shenzhen Index increased by 1.82% and the A-share Index also rose by 0.72%[2] - The chemical sector saw a 1.19% increase, outperforming the broader market[2] Chemical Product Trends - Top gainers in chemical products: methyl chloride (+7.89%), lauric acid (+7.73%), acetic acid (+6.67%), sulfuric acid (+5.18%), and vitamin E (+4.94%)[37] - Top decliners in chemical products: liquid chlorine (-33.18%), fluororubber ternary rubber (-10.26%), and polyperfluoroethylene propylene (molding material) (-6.67%)[24][38][69] Stock Performance - Top performing chemical stocks: Yuanxiang New Materials (+31.61%), Ningke Biology (+15.38%), and Yabang Co., Ltd. (+14.91%)[4] - Worst performing chemical stocks: Zhongnong Lihua (-14.23%), Jusailong (-13.80%), and Juhua Co., Ltd. (-9.27%)[8] Industry News - The Ministry of Industry and Information Technology and other departments jointly released the "Fine Chemical Industry Innovation Development Implementation Plan (2024-2027)"[84] - Vision Power held a groundbreaking ceremony for its super battery factory in Spain, which will produce the latest generation of lithium iron phosphate batteries[95] Investment Recommendations - Focus on high-end material localization: OCA optical adhesive, optical film, optical base film, and high-end resin[86] - Pay attention to the animal nutrition industry, particularly the substitution of soybean meal with amino acids[88] - Consider leading chemical companies with integrated upstream and downstream operations, such as Satellite Chemical and Wanhua Chemical[88]