2025 年 12 月 18 日 美国公布 11 月非农就业数据。新增非农就业 6.4 万，失业率为 4.6%，均高于市场 预期。平均时薪同比增长 3.5%，略低于市场预期。虽然 11 月非农就业数据显示 当前美国就业市场可能仍在缓慢向下，但结合美联储 12 月 FOMC 的表态以及近 期美联储官员们的发言来看，美联储短期内降息的可能性并不高。 开源晨会 1218 ——晨会纪要 沪深300 及创业板指数近1年走势 数据来源：聚源 -40% -20% 0% 20% 40% 60% 2024-12 2025-04 2025-08 沪深300 创业板指 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 通信 | 5.066 | | 有色金属 | 3.03 | | 电子 | 2.48 | | 基础化工 | 2.15 | | 电力设备 | 2.087 | | 数据来源：聚源 | | 昨日涨跌幅后五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 农林牧渔 | -0.543 | | 国防军工 | -0.197 | | 煤炭 | -0.115 | | 房地产 | ...

Core Viewpoint - The company has successfully launched its POE high-end new materials project, achieving stable production and significant output, with plans for further expansion in 2026 [1][2] Group 1: Project Development - The main production line of the POE high-end new materials project has been operational since October, with a cumulative shipment exceeding 5,000 tons [1] - The construction of the second production line is nearing completion, expected to commence operations in mid-January 2026, which will enhance production capacity [1][2] Group 2: Market Context - China's self-sufficiency in high-end polyolefins, engineering plastics, functional film materials, high-performance fibers, and electronic chemicals remains low, indicating a growing demand for chemical new materials as domestic industrial upgrades accelerate [1] Group 3: Product and Industry Impact - The main products of the project include POE and α-olefins, which are widely used in electronics, automotive, medical, and new energy sectors, contributing significantly to the development of the domestic industry [1] - The project has achieved a leap from "domestic production" to "high-quality domestic production," with products meeting international standards and gaining recognition from over a hundred downstream customers [2]

优产突破，品质对标赢得市场信赖 目前，项目产出产品以POE改性料为主，经检测，其各项关键性能指标均达到国际主流同类产品水平， 实现了从"国产化"到"国产优质化"的跃升。产品已向下游超百家客户送样测试，并获得数十家主流厂商 的认可。截至目前，累计发货量已突破5000吨，充分证明了其卓越、稳定的产品力，进口替代进程正加 速推进。 鼎际得表示，从奠基到稳产，从试车到放量，公司正以扎实的步伐在新材料赛道上全速前行。未来，随 着产能全面释放与市场深度开拓，公司将继续以稳产优产的实践，为实现"二次腾飞"贡献关键力量，谱 写国产高端新材料自主自强的坚实篇章。（燕云） 该项目自2024年3月正式动工以来，历经18个月的高效建设期，项目于2025年6月实现中试装置投产，并 于10月迎来主装置1#线一次投料成功。目前，主装置1#线正以稳定运行的态势，驱动国产高端聚烯烃弹 性体实现跨越式发展。 稳产攻坚，双线推进奠定产能基石 当前，POE主装置1#线生产运行平稳有序，已成为稳定输出高品质产品的核心力量。与此同时，2#线建 设已全面进入施工收尾阶段，计划于2026年1月中旬投入运行。双线布局的完成将形成产能合力，为市 场供应提供坚实 ...

【环球网财经综合报道】随着全球能源转型加速，中国储能企业正迎来一波强劲的"出海"浪潮。2025年 以来，多家A股储能公司频频斩获海外大单，境外业务收入实现大幅增长，展现出在全球市场的强大竞 争力。 海外大单频现 12月16日，光伏企业天合光能公告称，其子公司与北美客户签订了1.4GWh的储能产品销售合同。这已 是自9月以来，公司第五次公布GWh级别的海外储能订单，累计新签订单量已超10GWh，较其在手订单 实现翻倍。天合光能表示，这些订单预计主要在2025至2026年交付。 阳光电源在投资者调研中透露，其海外储能市场盈利能力更具优势，2025年储能出货目标高达40- 50GWh。公司预计，2026年全球储能市场将保持40%—50%的高增速，市场格局正从点状爆发转向全 球"遍地开花"。 国轩高科也在积极拓展国际储能版图，其储能产品已成功出口至欧洲、非洲、美洲及亚太等多个地区。 数据显示，2025年上半年公司储能电池出货量已跻身全球第七。 全球市场进入高速发展期 | 证券代码:688599 | 证券简称:天合光能 公告编号:2025-127 | | --- | --- | | 转债代码:118031 | 转债简称 ...

行业走势图 数据来源：聚源 -19% -10% 0% 10% 19% 29% 38% 2024-12 2025-04 2025-08 基础化工 沪深300 基础化工 基础化工 2025 年 12 月 17 日 投资评级：看好（维持） 相关研究报告 《中央经济工作会议强调深入整治 "内卷式"竞争，磷肥市场座谈会在 北京召开—行业周报》-2025.12.14 《关注 BOPET 行业反内卷动向，全球 MDI 价格联动上涨—化工行业周报》 -2025.12.7 《发改委价格司组织召开价格无序竞 争成本认定工作座谈会，2026 年中国 钾肥大合同达成 — 行 业 周 报 》 -2025.11.30 抗老化助剂厂家发布涨价函，看好行业景气底部向上 修复、格局优化 ——抗老化助剂行业点评报告 | 金益腾（分析师） | 徐正凤（分析师） | | --- | --- | | jinyiteng@kysec.cn | xuzhengfeng@kysec.cn | | 证书编号：S0790520020002 | 证书编号：S0790524070005 | 事件：抗老化助剂厂家发布涨价函，看好行业景气底部向上修复、格局优化 12 ...

Group 1 - The RMB to USD exchange rate has significantly increased, with both onshore and offshore rates approaching the 7.04 mark, reaching a 14-month high, driven by a weak dollar environment and strong domestic equity market performance attracting foreign investment [1] - The non-ferrous metals sector has shown remarkable performance, with the Zhongzheng Shenwan Non-ferrous Metals Index rising by 75.82% this year, led by industrial metals like copper, gold, and lead-zinc, indicating strong mid-to-long-term investment value [1] - The commercial aerospace sector has gained attention in the capital market, with the Wind Commercial Aerospace Index rising over 20% since November 24, reflecting the importance of policy and market dynamics in this industry [2] Group 2 - The Ministry of Industry and Information Technology has granted the first batch of L3 conditional autonomous driving vehicle permits, marking a significant step towards commercial application of autonomous driving technology in China [3] - The acquisition of ST Yishite by Jingjiang Industry for 2.437 billion yuan highlights the trend of state-owned enterprises in Hubei leveraging capital markets for industrial upgrades, focusing on emerging sectors like new energy and semiconductors [4] - Over 100 listed companies in A-shares are involved in the energy storage business, with 41 companies reporting over 100 million yuan in overseas revenue in the first half of 2024, indicating strong growth potential in this sector [5] Group 3 - The national energy work conference revealed that total installed power generation capacity is expected to exceed 3.8 billion kilowatts this year, with a year-on-year growth of 14%, and the A-share power grid equipment index has risen by 31.28% this year [6] - The recent IPOs of domestic GPU manufacturers like Moer Thread and Muxi reflect the rapid development of the AI chip sector, emphasizing the need for public market support to address high costs associated with AI chip production [7] - The introduction of the first industry standard for gold exchange services in China aims to create a more transparent and fair trading environment, enhancing compliance and promoting healthy industry development [8]

证券日报网讯12月10日，鼎际得（603255）在互动平台回答投资者提问时表示，公司近年正在积极拓展 海外市场，已有产品出口至欧盟国家。 ...

Group 1 - The core viewpoint of the articles indicates that from December 1 to December 7, brokerages provided target prices for listed companies a total of 79 times, with notable increases in target prices for Wanrun New Energy, Inspur Information, and Wanyi Technology, showing increases of 83.49%, 63.08%, and 61.39% respectively, belonging to the battery, computer equipment, and general equipment industries [1] - A total of 183 listed companies received brokerage recommendations during the same period, with Yongtai Energy, Jereh Holdings, and BYD each receiving 5 recommendations [2] - In terms of rating upgrades, Western Securities raised the rating of China Resources Sanjiu from "Hold" to "Buy" during this period [3] Group 2 - Regarding rating downgrades, Zhongtai Securities lowered the rating of Wanxing Technology from "Buy" to "Hold" [4] - There were 53 instances of first-time coverage by brokerages, with New Jinlu receiving an "Accumulate" rating from Zhongyou Securities, Yongzhen Co. receiving a "Buy" rating from Aijian Securities, Hangyang Co. receiving an "Accumulate" rating from Dongwu Securities, Jiemai Technology receiving a "Buy" rating from Guosheng Securities, and Yutong Optical receiving a "Buy" rating from Western Securities [4]

证券代码：603255 证券简称：鼎际得 公告编号：2025-062 辽宁鼎际得石化股份有限公司 关于为子公司提供担保的进展公告 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。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | 辽宁鼎际得石化科技有限公司（以 下简称"石化科技"） | | --- | --- | --- | --- | | | | 本次担保金额 | 12,000 万元 | | 担 象 | 保 对 | 实际为其提供的担保余额 | 406,000 万元(不含本次) | | | | 是否在前期预计额度内 | 是 □否 □不适用：_________ | | | | 本次担保是否有反担保 | □是 ☑否 □不适用：_________ | | | | 被担保人名称 | 石化科技 东北中小企业融资再担保股份有限 | | 担 | 保 对 | 反担保对象 | 公司大连分公司（以下简称"东北 | | 象 | | | 再担保公司"） | | | | 本次担保金额 | 12,000 万元 | | | | 实际为其提供 ...

Group 1 - The Beijing-Tianjin-Hebei region has signed a comprehensive action plan for collaborative innovation in the free trade zone, focusing on advanced manufacturing, digital economy, and modern logistics [2] - The Ministry of Civil Affairs and the Financial Regulatory Administration have issued guidelines for the supervision of prepaid fees in elderly care institutions, emphasizing third-party custody by banks [3] - The Ministry of Industry and Information Technology (MIIT) predicts that China's AI toy market will grow to 29 billion yuan by 2025, driven by advancements in materials and technology [4] Group 2 - MIIT plans to collaborate with relevant departments to create an implementation plan to promote the adaptability of supply and demand in consumer goods, encouraging toy companies to leverage AI technology [5] - The State Administration for Market Regulation aims to effectively address safety hazards in children's products by 2027, enhancing quality supervision and compliance with national standards [6] - The Hong Kong Financial Services and the Shenzhen Financial Management Bureau are exploring mechanisms for cross-border financial data flow to support the development of a global fintech center [7] Group 3 - The Chinese Foreign Ministry stated that even if Japan resumes seafood exports to China, there will be no market due to unresolved safety concerns [8] - The Dutch government has suspended an administrative order against Nexperia, returning control of the company to its Chinese owners [9] - A report from Counterpoint indicates that memory prices are expected to rise by approximately 50% before the second quarter of 2026 due to a shortage of key chips [10] Group 4 - Former President Trump expressed his desire to replace the current Federal Reserve Chairman Jerome Powell, indicating dissatisfaction with his performance [11] - Several companies are making significant moves, including Fulin Precision Engineering supplying products to Huawei and Estun planning a joint venture with BOE Technology [12] - The market is seeing various corporate actions, such as share buybacks and acquisitions, indicating active engagement in strategic growth initiatives [12][13]