| | | 据统计，9月10日，盘后华菱钢铁、比亚迪披露增持情况。包括华控赛格、亚威股份、名雕股份、澄天 伟业、中粮科工、长华化学、捷顺科技、志特新材、君逸数码、天际股份、达实智能、聚辰股份、中欣 氟材、物产金轮、中巨芯、楚天龙、青鸟消防、宏柏新材、澜起科技、微芯生物、方邦股份、舒泰神、 华立股份、拓普集团、四川路桥、嘉和美康、清新环境在内的27家A股上市公司披露减持情况。 | 1 | 华控赛格 | 股东深塞格拟减持不超过3%公司股份 | | --- | --- | --- | | 2 | 亚威股份 | 董事长冷志斌计划减持不超0.64%公司股份 | | 3 | 名雕股份 | 持股5%以上股东姜鑫及董事叶绍东计划减持公司股份 | | 4 | 澄天伟业 | 实控人及其一致行动人拟减持不超公司总股本的2.96% | | 5 | 长年代宗 | 股东拟减持不超过3%公司股份 | | 6 | 中粮科工 | 股东拟减持不超过3%公司股份 | | 7 | 捷顺科技 | 股东计划合计减持不超3.04%公司股份 | | 8 | 志特新材 | 股东拟合计减持不超1%公司股份 | | 9 | 君逸数码 | 部分董事、高级管理人员计 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ | | | 9.10上市公司盘后减持情况 | | --- | --- | --- | | 1 | 华控赛格 | 股东深赛格拟减持不超过3%公司股份 | | 2 | 亚威股份 | 董事长冷志斌计划减持不超0.64%公司股份 | | 3 | 名雕股份 | 持股5%以上股东姜鑫及董事叶绍东计划减持公司股份 | | 4 | 澄天伟业 | 实控人及其一致行动人拟减持不超公司总股本的2.96% | | 5 | 长华化学 | 股东拟减持不超过3%公司股份 | | 6 | 中粮科工 | 股东拟减持不超过3%公司股份 | | 7 | 捷顺科技 | 股东计划合计减持不超3.04%公司股份 | | 8 | 志特新材 | 股东拟合计减持不超1%公司股份 | | 9 | 君逸数码 | 部分董事、高级管理人员计划减持公司股份 | | 10 | 天际股份 | 控股股东及一致行动人持股比例降至16.83% | | 11 | 达实智能 | 公司大股东及董事拟减持股份 | | 12 | 聚层股份 | 股东武汉珞珈拟减持不超过2.61%公司股份 | | 13 | 中欣氪材 ...

Group 1 - The company Zhongxin Fluorine Materials (002915.SZ) announced a share reduction by its shareholder, Zhongwei Investment, which reduced its holdings by 3,250,414 shares, accounting for 0.99869% of the total share capital [1] - After the reduction, Zhongwei Investment holds a total of 22,600,686 shares, with its ownership percentage decreasing from 7.94274% to 6.94405%, reaching a 1% threshold [1] - The company's controlling shareholder and its concerted parties collectively hold 97,640,479 shares, with their ownership percentage decreasing from 30.99868% to 29.99999%, reaching a 5% threshold [1]

浙江中欣氟材股份有限公司 简式权益变动报告书 | ： | 浙江中欣氟材股份有限公司 | | --- | --- | | | 深圳证券交易所 | | | 中欣氟材 | | | 002915 | | 绍兴中玮投资合伙企业（有限合伙） | | --- | | 绍兴市上虞区百官街道财富广场10幢 | | 绍兴市上虞区百官街道财富广场10幢 | | 减少 | | 浙江白云伟业控股集团有限公司 | | 杭州市下城区西湖文化广场19号2101-5室 | | 杭州市下城区西湖文化广场19号2101-5室 | | 减少 | | 徐建国 | | 浙江新昌县城关镇南街****** | | 浙江新昌县城关镇南街****** | | 减少 | 签署日期：2025 年 9 月 10 日 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》（以下简称《证券法》）《上 市公司收购管理办法》（以下简称《收购管理办法》）《公开发行证券的公司信 息披露内容与格式准则第 15 号—权益变动报告书》（以下简称《准则第 15 号》） 等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反其章 ...

证券代码：002915 证券简称：中欣氟材 公告编号：2025-073 浙江中欣氟材股份有限公司 关于股东权益变动的提示性公告 实际控制人徐建国及一致行动人浙江白云伟业控股集团有限公司、绍兴中 玮投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动为绍兴中玮投资合伙企业（有限合伙）（以下简称"中玮 投资"）履行此前披露的减持股份计划所致，不触及要约收购，不会导致公司控 股股东、实际控制人发生变化。 2、本次权益变动后，中玮投资持有公司 22,600,686 股，中玮投资持股比例 由 7.94274%下降至 6.94405%；公司控股股东浙江白云伟业控股集团有限公司（以 下简称"白云集团"）及其一致行动人徐建国、中玮投资合计持有公司股份 97,640,479 股，持股比例由 30.99868%下降至 29.99999%。 浙江中欣氟材股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日在《中 国证券报》《上海证券报》《证券时报》《证券日报》及巨潮资讯 ...

Group 1 - The company Zhongxin Fluorine Materials (002915.SZ) announced that from August 29, 2025, to September 9, 2025, Zhongwei Investment reduced its holdings by a total of 3,250,414 shares, accounting for 0.99869% of the company's total share capital [1] - After this equity change, Zhongwei Investment holds a total of 22,600,686 shares in the company, with its shareholding ratio decreasing from 7.94274% to 6.94405% [1]

Core Insights - Zhongxin Fluorine Materials Co., Ltd. experienced a stock price increase of 5.23% on September 9, reaching 30.20 CNY per share, with a trading volume of 867 million CNY and a turnover rate of 10.29%, resulting in a total market capitalization of 9.829 billion CNY [1] Company Overview - Zhongxin Fluorine Materials, established on August 29, 2000, and listed on December 5, 2017, is located in the Hangzhou Bay Shangyu Economic and Technological Development Zone, Zhejiang Province. The company specializes in the research, production, and sales of fluorine fine chemicals [1] - The revenue composition of Zhongxin Fluorine Materials includes: - Basic fluorochemical products: 33.77% - Pesticide chemical products: 31.00% - Pharmaceutical chemical products: 12.06% - New materials and electronic chemicals: 11.60% - Refrigerants: 10.10% - Trade: 0.79% - Others: 0.68% [1] Shareholder Information - Among the top ten circulating shareholders of Zhongxin Fluorine Materials, Penghua Fund's carbon neutrality theme mixed fund A (016530) entered the list in the second quarter, holding 3.1959 million shares, which accounts for 1.11% of the circulating shares. The estimated floating profit for today is approximately 4.7938 million CNY [2] - The Penghua Carbon Neutrality Theme Mixed Fund A was established on May 5, 2023, with a latest scale of 2.08 billion CNY. Year-to-date returns are 89.95%, ranking 59 out of 8179 in its category; the one-year return is 193.43%, ranking 20 out of 7984; and since inception, the return is 88.47% [2]

Group 1: Market Performance - PEEK materials concept sector shows active performance with significant stock price increases, including Huami New Materials up over 18% and Xinhang New Materials up over 12% [1][2] - Specific stock performance includes Huami New Materials at 37.10 with an increase of 18.38%, and Xinhang New Materials at 57.01 with an increase of 12.65% [2] Group 2: PEEK Material Applications - PEEK materials are increasingly valued in the low-altitude economy, with applications in eVTOL engine components and medical implants, showing a usage of 50-80 kg per unit [3] - The commercial prospects for PEEK materials are promising, with a 40% improvement in bone integration strength compared to titanium alloys when used in 3D-printed porous structures [3] Group 3: Policy Support and Market Forecast - The "14th Five-Year Plan" for the chemical new materials industry highlights PEEK as a key development target, aiming for over 60% domestic production by 2025 [3] - Morgan Stanley predicts the global low-altitude economy will reach $3.5 trillion by 2035, with PEEK demand expected to grow exponentially alongside eVTOL production [3] Group 4: Sector Analysis - In the aerospace sector, PEEK materials are expected to drive performance growth in companies due to their high-temperature resistance and lightweight properties [4] - In the medical device sector, PEEK materials show significant potential, particularly in spinal implants and dental materials, with rapidly growing market demand [4] - The automotive manufacturing sector is expanding the use of PEEK materials in lightweight components, particularly in transmission systems and engine parts [4] Group 5: Key Listed Companies - Tianci Materials is a leading domestic PEEK material developer with core technology and competitive products in high-end applications [5] - Huami New Materials focuses on high-performance engineering plastics, with PEEK materials as a key development direction and a complete industrial chain layout [5] - Xinhang New Materials continues to invest in PEEK materials, covering multiple application areas and increasing market share [6]

Investment Rating - The report maintains a positive outlook on the basic chemical industry, suggesting that leading companies with significant scale and cost advantages will benefit from economic recovery and demand resurgence [4][8]. Core Insights - The report highlights the recovery of the TDI production facility by Mitsui and the successful commissioning of a new ethylene plant by Jilin Petrochemical, indicating positive developments in the industry [3][4]. - It emphasizes the strong competitive position of domestic tire manufacturers and suggests that rare growth stocks in this sector are worth attention [4]. - The report notes a potential recovery in consumer electronics, recommending upstream material companies as beneficiaries of this trend [4]. - It identifies several resilient cyclical industries, such as phosphate and fluorine chemicals, which are expected to see improved market conditions due to supply constraints and rising demand [5][8]. Summary by Sections Market Performance - The Shanghai Composite Index fell by 1.18%, while the ChiNext Index rose by 2.35%. The CITIC Basic Chemical Index increased by 0.15%, and the Shenwan Chemical Index decreased by 1.36% [14][17]. - The top-performing sub-industries included organic silicon (3.59%), modified plastics (2.46%), and tires (2.22%), while the worst performers were other plastic products (-4.72%) and compound fertilizers (-3.04%) [17][18]. Industry Dynamics - Mitsui's TDI plant is set to resume production after a chlorine leak incident, with expectations of stable product supply [3]. - Jilin Petrochemical's new ethylene plant has successfully started operations, increasing its total ethylene capacity to 1.9 million tons per year [3]. Investment Themes - **Tire Sector**: Domestic tire companies are noted for their strong competitive edge, with recommendations to focus on companies like Sailun Tire and Linglong Tire [4]. - **Consumer Electronics**: A gradual recovery is anticipated, with upstream material companies expected to benefit from increased demand in the panel supply chain [4]. - **Cyclical Industries**: Phosphate and fluorine chemical sectors are highlighted for their resilience, with recommendations for companies like Yuntianhua and Juhua [5][8]. - **Leading Companies**: The report suggests that leading companies in the chemical sector, such as Wanhua Chemical and Hualu Hengsheng, will benefit from economic recovery and demand resurgence [8].

Group 1 - A total of 92 stocks experienced block trading on September 5, with a total transaction value of 2.173 billion yuan, led by Yirui Technology, CITIC Securities, and Green Harmony, with transaction values of 222 million yuan, 204 million yuan, and 128 million yuan respectively [1] - Among the stocks, 9 were traded at par, 1 at a premium, and 82 at a discount; High New Energy was traded at a premium with a premium rate of 0.17%, while Yingtai Biology, Tonglian Precision, and Taihu Yuanda had the highest discount rates of 31.65%, 30.47%, and 29.67% respectively [1] Group 2 - The top buying amounts from institutional special seats were led by Ailis with 29.4918 million yuan, followed by Zhongji Xuchuang with 29.1621 million yuan, and Salt Lake Co. with 27.4777 million yuan [2] - Other notable purchases included Taijia Co. at 25.4322 million yuan, Yingli Automotive at 25.2681 million yuan, and Artis at 21.14 million yuan [2] Group 3 - The top selling amounts from institutional special seats were led by Dinglong Co. with 6.5163 million yuan, followed by Luxiao Technology with 4.0905 million yuan, and Xinyi Sheng with 2.4448 million yuan [3]