Group 1 - The overall performance of the chemical new materials industry in the Beijing Stock Exchange is improving, with many companies reducing losses or turning profitable in the first three quarters of 2025. However, some companies are still affected by industry downturns, leading to a year-on-year decline in performance for Q1-Q3 2025 [2][10][18] - The average Return on Equity (ROE) for the chemical new materials industry in Q1-Q3 2025 is 4%, an increase of 1 percentage point compared to the same period in 2024. The overall gross profit margin is 17.7%, and the net profit margin is 5.2%, both showing improvement year-on-year [17][18] - The battery materials sector has shown remarkable performance, achieving a net profit attributable to shareholders of 525 million yuan, a year-on-year increase of 244%. The chemical products sector follows with a net profit of 716 million yuan, up 66% year-on-year [18][19] Group 2 - The chemical new materials industry on the Beijing Stock Exchange experienced a slight decline of 0.23% this week, while the battery materials sector performed well with a weekly increase of 11.45% [3][25][26] - Notable individual stock performances this week include: Andar Technology (+20.38%), Jinhua New Materials (+13.28%), and Deer Chemical (+11.13%) [30][32] - The price trends of various chemical products show fluctuations, with Brent crude oil priced at $66.43 per barrel, and MDI at 19,150 yuan per ton, reflecting a weekly increase of 2.41% [35][36]
北交所策略专题报告：北交所化工新材料行业2025三季报总结：整体向好，电池材料板块表现亮眼