声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 创金合信竞争优势混合A（011206）成立日期2021年1月25日，最新规模5.54亿。今年以来收益2.43%， 同类排名5786/8994；近一年收益18.54%，同类排名5167/8199；成立以来亏损28.4%。 创金合信竞争优势混合A（011206）基金经理为陆迪。 截至发稿，陆迪累计任职时间4年198天，现任基金资产总规模18.47亿元，任职期间最佳基金回报 51.32%， 任职期间最差基金回报21.28%。 2月24日，合盛硅业涨5.06%，截至发稿，报50.41元/股，成交3.42亿元，换手率0.58%，总市值595.95亿 元。 资料显示，合盛硅业股份有限公司位于浙江省宁波市慈溪市北三环东路1988号恒元广场A座23-24F，成 立日期2005年8月23日，上市日期2017年10月30日，公司主营业务涉及工业硅及有机硅等硅基新材料产 品的研发、生产及 ...

日韩制造业最近有点不安分，韩国媒体、业内朋友圈都开始频繁讨论一个地方——乌鲁木齐。 你说一个在很多人印象里还带着戈壁和大盘鸡味道的城市，怎么突然成了日韩"头疼"的对象？说白了， 谁都没料到，全球制造业的棋局。居然在中国西北角悄悄翻了盘。 日韩企业以前靠着海运，材料、部件、整车、设备一波波卖进中亚、欧洲。赚得风生水起。可这两年， 海运故事开始走下坡。 中欧班列一开通，乌鲁木齐一下成了欧亚大陆的中转大脑。货物走陆路，时间砍半不说。成本也蹭蹭往 下掉。日韩企业本来"海上吃肉"，现在"陆路喝汤"都难了。 细看乌鲁木齐的产业园，那叫一个热火朝天。合盛硅业刚一投产，年产能就能顶得上日韩几家老牌企业 的总和。石英矿挖出来，自家园区里炼成硅料，直接做成光伏组件。 最后一车车拉到欧洲。日韩企业从前靠技术壁垒、工艺标准卡着中亚市场，现在订单一天天缩水，日本 的供应链长，韩国的出口慢。乌鲁木齐这边却"站着把钱挣了"。 日韩的精细分工遇上中国的"全链条操作"，谁更快，谁更省事。市场心里最清楚。碳纤维更是让日韩技 术宅们有点抓狂。 以往中亚风电叶片、汽车轻量化用的高性能碳纤维，非日韩不可。乌鲁木齐2022年第一批高端碳纤维下 线，用的 ...

Investment Rating - The report gives the company an "Accumulate" rating with a target price of 14.24 RMB based on a 30x PE for 2026 [3]. Core Views - The company is a dual leader in the silicone and glyphosate industries, with performance expected to recover against a backdrop of reduced competition [1]. - The company has pioneered a circular economy model utilizing chlorine, phosphorus, and silicon, achieving over 90% utilization rates for these elements [1][21]. - The company has a 7% market share in the domestic silicone market, ranking fifth, and a 10% share in glyphosate, ranking third [1]. Summary by Sections 1. Business Overview - The company operates in three main sectors: crop protection, silicone materials, and new energy materials, with a focus on integrating phosphorus and silicon materials [14]. - The crop protection segment has developed a comprehensive system covering intermediates, active ingredients, and formulations, contributing to food security [14]. - The silicone materials segment has a complete industrial chain from upstream silicon mining to downstream product manufacturing, with products sold in over 130 countries [14]. 2. Silicone Materials - The supply-demand dynamics are improving, leading to a price recovery for silicone products, with DMC prices rising from 11,000 RMB/ton to 14,000 RMB/ton [1]. - The company has a silicone monomer capacity of 500,000 tons, with about 80% used for self-produced downstream products [1]. - The company’s downstream silicone capacity exceeds 200,000 tons, with a conversion rate above 45% [1]. 3. Agricultural Chemicals - Glyphosate prices are expected to improve due to the promotion of genetically modified crops, with domestic capacity at 813,000 tons, accounting for nearly 70% of global capacity [2]. - The company has an existing glyphosate capacity of 80,000 tons, with a formulation conversion rate above 70% [2]. - The product portfolio includes over 100 varieties of herbicides, insecticides, fungicides, and growth regulators, supporting an integrated development model [2]. 4. Profit Forecast and Valuation - Revenue projections for 2025-2027 are 147 billion, 171 billion, and 186 billion RMB, with corresponding net profits of 1.1 billion, 6.4 billion, and 9.1 billion RMB [3]. - The company is expected to see a significant profit recovery, with net profit growth rates of 113%, 484%, and 42% for the respective years [3]. - The report highlights the cyclical nature of the company's earnings, with a current focus on recovery from recent performance lows [3][24].

Investment Rating - The report assigns a "Buy" rating to the company, with a target price of 14.24 RMB based on a 30x PE for 2026 [3]. Core Views - The company is a dual leader in the silicone and glyphosate industries, with performance expected to recover against a backdrop of reduced competition [1]. - The company has pioneered a circular economy model utilizing chlorine, phosphorus, and silicon, achieving over 90% utilization rates for these elements [1][21]. - The company’s revenue and profit have been under pressure due to price declines in recent years, but improvements in supply and demand dynamics are anticipated to drive performance recovery [1][2]. Summary by Sections 1. Business Overview - The company operates in three main sectors: crop protection, silicone materials, and new energy materials, with a focus on integrating phosphorus and silicon materials [14]. - The crop protection segment has developed a comprehensive system covering intermediates, active ingredients, and formulations, contributing to food security [14]. - The silicone materials segment has a complete industrial chain from upstream silicon mining to downstream product manufacturing, with applications in over 130 countries [14]. 2. Silicone Materials - The company’s silicone segment is expected to benefit from improving supply-demand dynamics, with prices showing signs of recovery [1][54]. - The domestic market for silicone has a strong demand base, with a compound annual growth rate of over 10% in recent years [54]. - The company has a silicone monomer capacity of 500,000 tons, with approximately 80% used for self-produced downstream products [1]. 3. Glyphosate Sector - Glyphosate prices are expected to improve due to the promotion of genetically modified crops, with domestic production capacity constrained by policy [2]. - The company has a glyphosate active ingredient capacity of 80,000 tons, with a formulation conversion rate exceeding 70% [2]. - The company has developed a diverse product portfolio in the agricultural sector, including over 100 varieties of herbicides, insecticides, and fungicides [2]. 4. Financial Forecast and Valuation - The company is projected to achieve revenues of 147 billion RMB in 2025, with a net profit of 1.1 billion RMB, reflecting a significant recovery from previous lows [3]. - The earnings per share (EPS) are expected to grow from 0.081 RMB in 2025 to 0.673 RMB by 2027 [3]. - The report anticipates a recovery in profitability, with net profit expected to increase by 484% in 2026 [3]. 5. Market Position and Competitive Landscape - The company holds a 7% market share in the domestic silicone market, ranking fifth, and a 10% share in glyphosate, ranking third [1]. - The company’s revenue structure has shifted, with the agricultural segment's contribution increasing from 41% in 2020 to 49% in the first half of 2025 [24]. - The company’s profitability has shown volatility, particularly in the silicone materials segment, which has experienced significant fluctuations in gross margins [24].

证券代码：603260 证券简称：合盛硅业 公告编号：2026-021 截至本公告日，合盛硅业股份有限公司（以下简称"公司"）控股股东宁波 合盛集团有限公司（以下简称"合盛集团"）一致行动人罗立国直接持有公司股 份10,558,753股，占公司总股本的0.89%；合盛集团一致行动人罗烨栋直接持有公 司股份179,406,101股，占公司总股本的15.18%。本次质押后，罗立国累计质押股 份为10,500,000股，占其所持股份比例的99.44%，占公司总股本比例的0.89%； 罗烨栋累计质押股份为81,600,000股，占其所持股份比例的45.48%，占公司总股 本比例的6.90%。 截至本公告日，合盛集团及其一致行动人罗立国、罗燚、罗烨栋合计直接持 有公司股份869,105,229股，占公司总股本的73.52%。本次质押后，合盛集团及其 一致行动人罗立国、罗燚、罗烨栋直接持有的公司股份中处于质押状态的股份累 计数为377,185,100股，占其合计所持公司股份总数的43.40%，占公司总股本的 31.91%。 公司于近日接到控股股东一致行动人罗立国、罗烨栋关于其所持部分公司股 份办理质押业务的通知，具体事项 ...

合盛硅业股份有限公司 关于取消2026年第一次临时股东会的公告 特别提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 取消股东会的相关情况 证券代码：603260 证券简称：合盛硅业 公告编号：2026-020 二、 取消原因 合盛硅业股份有限公司（以下简称"公司"）原定于 2026 年 2 月 27 日召开 2026 年第一次临时股东会审议《关于变更公司注册地址暨修订<公司章程>的议 案》，具体内容详见公司于 2026 年 2 月 7 日披露于上海证券交易所网站 （www.sse.com.cn）的相关公告。 因公司实际经营和发展需要，经综合考虑各方面因素并审慎研究，公司召开 2. 取消股东会的召开日期：2026 年 2 月 27 日 3. 取消的股东会的股权登记日 1. 取消的股东会的类型和届次 2026年第一次临时股东会 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 603260 | 合盛硅业 | 2026/2/24 | 第四届董事 ...

合盛硅业公告称，近日接到控股股东一致行动人罗立国、罗烨栋通知，其对部分公司股份办理质押。罗 立国本次质押1050万股，累计质押1050万股，占其所持比例99.44%，占总股本0.89%；罗烨栋本次质押 250万股，累计质押8160万股，占其所持比例45.48%，占总股本6.90%。截至公告日，合盛集团及其一 致行动人合计持股占总股本73.52%，累计质押股份占其合计持股43.40%，占总股本31.91%。质押资金 用于补充流动资金，风险可控。 ...

智通财经APP获悉，2月12日，硅业分会发文称，本周工业硅市场延续"供需双弱"基本面，价格在供应收缩与需求 乏力的博弈中震荡运行。期货市场受宏观情绪偏弱及现货跟涨乏力影响，价格进一步回调。截至2月11日主力合约 2605收盘于8370元/吨，累计下跌235元/吨。现货市场则继续呈现僵持态势，价格整体持稳。据安泰科2月11日现货 价格统计，全国工业硅综合价格维持在9245元/吨，与上周持平。分规格看，553#报价稳定在8713元/吨，441#报价 持稳于9169元/吨。区域市场中，新疆，云南及四川综合价格分别为8810元/吨，10005元/吨和10050元/吨，价格体 系未发生明显变化。出口 FOB价格亦与上周持平。 值得注意的是，现货报价连续持平，成交维持清淡，多数硅企仍执行元旦前报价，调价意愿不足；叠加期货长期 处于贴水状态，现货缺乏跟随基础，导致其对期货下跌反应钝化，报价连续持平。当前现货价格正处于需求压制 与成本支撑的夹缝之中，与期货走势阶段性脱钩。 供应端收紧态势在本周得到进一步确认与延续。新疆地区头部企业的减产计划持续执行，产量释放受到明显限 制。西南地区云南，四川受电价成本及季节性因素影响，开工率 ...

Core Viewpoint - The industrial silicon market continues to exhibit a "dual weakness" in supply and demand, with prices fluctuating amid a tug-of-war between supply contraction and weak demand [1][3]. Supply Side - The supply side has confirmed a tightening trend, particularly with leading enterprises in Xinjiang continuing their production reduction plans, significantly limiting output [2]. - In the southwestern regions of Yunnan and Sichuan, low operating rates persist due to electricity costs and seasonal factors, with weak recovery intentions [2]. - Some enterprises in Inner Mongolia are still undergoing maintenance, contributing to the overall supply contraction in February, which provides a bottom support for the market but is insufficient to drive prices upward [2]. Demand Side - Overall downstream demand remains weak, with various sectors showing lackluster performance [2]. - In the polysilicon sector, despite previous production cuts and policy disruptions creating a "rush for exports" effect, overall inventory pressure remains high, leading to cautious procurement of industrial silicon [2]. - The organic silicon market continues to see weak trading, with mainstream DMC prices holding steady between 13,800 and 14,000 yuan/ton, and production strategies focusing on staggered and self-disciplined reductions, providing limited support for industrial silicon consumption [2]. - The aluminum alloy sector has seen a slight decline in operating rates as the Spring Festival approaches, with procurement strictly based on rigid demand, limiting any potential increase [2]. - The export market remains tepid, with weak purchasing intentions from overseas clients and limited tender quantities, putting continued pressure on FOB prices [2]. Market Dynamics - The industrial silicon market is characterized by "clear supply contraction, persistent weak demand, fluctuating futures, and stable spot prices" [3]. - The core market dynamics have shifted from production reduction expectations to actual demand verification [3]. - Prices are currently caught between cost support and demand suppression, with a slow downward adjustment in the fluctuation center [3]. - In the short term, the market is expected to maintain a range-bound fluctuation, with a focus on the actual inventory reduction situation before and after the Spring Festival, as well as the resumption progress and procurement rhythm of downstream industries [3].

2月12日，合盛硅业大宗交易成交145.4万股，成交额6529.96万元，占当日总成交额的19.76%，成交价 44.91元，较市场收盘价48.82元折价8.01%。 大宗交易信息 股票基金信息 | 交易日期 | 证券商标 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-12 | 合體硅非 | 603260 | 44.91 | 1122.75 | 25 | 机构专用 | 空港 | 잡 | | 2026-02-12 | 含盛硅业 | 603260 | 44.91 | 988.02 | 22 | | 好 : 1992 : 2 | 图 | | 2026-02-12 | 合體硅补 | 603260 | 44.91 | 538.92 | 12 | | | 랜 | | 2026-02-12 | 合體硅亚 | 603260 | 44.91 | 449.1 | 10 | 品牌 - | | 잡 | | 2026-02-12 ...