Core Viewpoint - The stock of 8Yuan Shikong (688181) shows strong potential for short-term gains as it has recently broken through short-term resistance levels, although the mid-term trend remains uncertain, awaiting direction from major capital flows [1][2]. Group 1: Price and Cost Analysis - The current main cost for the stock is 29.43 Yuan, with a 5-day main cost of 28.93 Yuan, a 20-day main cost of 29.24 Yuan, and a 60-day main cost of 28.21 Yuan [1]. - The stock has experienced one instance of hitting the upper limit and one instance of hitting the lower limit in the past year [1]. Group 2: Technical Analysis - The short-term pressure level is at 29.28 Yuan, while the short-term support level is at 28.22 Yuan [2]. - The stock is exhibiting a "Bullish Cannon" pattern, indicating potential for upward movement at the bottom, continuation in the middle, and a composite peak signal at the top [2]. Group 3: Capital Flow Data - On June 23, 2025, the net inflow of major capital was 635.43 million Yuan, accounting for 8% of the total transaction volume [2][3]. - The net inflow from large orders was 292.35 million Yuan, while the net inflow from retail investors was 86.66 million Yuan [2][3]. Group 4: Financial Data - The latest financial report indicates earnings per share of 0.18 Yuan and an operating profit of 0.30 billion Yuan [4]. - The net profit reported is approximately 23.04 million Yuan, with a sales gross margin of 42.626% [4]. - The stock is associated with sectors such as optical optoelectronics (2.21%), lithography machines (2.60%), new materials (1.74%), and LED (1.94%) [4].

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 变革中掘金，亮点纷呈 新材料是指新出现的具有优异性能或特殊功能的材料，或是传统材料改进后性能明显提高或产生新功能的材料，2019 年全球新材料产业产值已达2.8 万亿美元。 新材料产业作为我国基础性、战略性和先导性产业，2021 年产业总产值已达6.4 万亿元，2010-2021年 年均复合增速高达23.1% ，预计2022 年将达到7.5 万亿元，据 工信部预计，2025 年，我国新材料产业总产值将达到10 万亿的规模，市场前景广阔。 结合化工新材料 市场空间、发展速度、技术壁垒、产业生命周期、国产化替代、政策支持材料自主可控 等多个维度，我们看好以下几大方向。 半导体：自主可控下的国产化浪潮 2021 年全球半导体市场规模达5950 亿美元，未来 5G 及汽车电子化的发展，驱动半导体实现新的增长，预计2026 年规模将达7900 亿美元，年复合增速达6%。2021 年全球和中国大陆半导体材料市场规模分别为643/119 亿美元，相比2020 年分别同比增长16.3%/21.9%。 半导体产业东移，中国 ...

| 研究所： | 证券分析师： | 李永磊 | S0350521080004 | | | --- | --- | --- | --- | --- | | liyl03@ghzq.com.cn | 证券分析师： | 董伯骏 | S0350521080009 | | | dongbj@ghzq.com.cn | 联系人 | ： | 王鹏 | S0350125040009 | | wangp05@ghzq.com.cn | | | | | [Table_Title] "20"家族亮相巴黎航展，朱雀三号完成一子级 动力系统试车 2025 年 06 月 22 日 行业研究 评级：推荐(维持) ——新材料产业周报 最近一年走势 | 行业相对表现 | | | 2025/06/20 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 基础化工 | -2.4% | -3.2% | 8.8% | | 沪深 300 | -1.3% | -3.2% | 9.8% | 相关报告 《高温合金行业动态研究：全球燃气轮机和航空发 动机需求大增，关注铬盐和高温合金行业（推荐） *基础化工* ...

Group 1 - The core viewpoint of the news is that the construction of the high-end new material project for POE by Liaoning Dingjide has reached a significant milestone with the successful installation of the T1402 stripping tower, marking the project entering the full construction phase of the main device [1] - The project includes the largest ethane-to-alpha-olefin facility in the country, with a capacity of 300,000 tons per year, and the installation process was completed in just six days through meticulous planning and execution [1] - The project team has implemented innovative management practices and established a strict quality control system to ensure high-quality and efficient construction, addressing challenges such as tight timelines and large engineering volumes [1] Group 2 - The Liaoning Dingjide POE high-end new material project is being constructed in two phases, with the first phase including a 200,000 tons per year POE joint device, a 300,000 tons per year alpha-olefin device, and a 400 Nm³/h electrolytic water hydrogen production unit [2] - Alpha-olefin is a key raw material for producing POE, and the project aims to address the domestic supply shortage of high-end products, which has long relied on imports [2] - The new process adopted in the project effectively resolves critical technical issues related to the impact of solid oligomers on heat and mass transfer in the polymerization reaction [2]

Group 1 - The research team led by He Wei focused on developing new productive forces tailored to local conditions to promote the rapid rise of the central region during their visit to Henan [1][2] - He Wei emphasized the strategic importance of Henan as a major population, economic, and agricultural province, highlighting the need for the central region to accelerate its rise as part of a national strategy [2] - The team conducted field research at various institutions, including medical colleges and emergency rescue practice stations, to assess the implementation of Red Cross work and gather insights on local governance and development [1][2] Group 2 - The central government's strategy for the rise of the central region is a significant decision based on the overall modernization of the country, requiring adherence to key political principles and the implementation of relevant policies [2] - There is a focus on upgrading traditional industries and developing new productive forces, with an emphasis on strategic emerging industries such as artificial intelligence, new materials, and biomanufacturing [2]

Core Viewpoint - Taily Technology has successfully launched its latest safety protection products at the 136th Canton Fair, aiming to explore new application scenarios and extend industry boundaries through innovations in nanomaterials and outdoor equipment [3][8]. Company Overview - Taily Technology, founded over 20 years ago, has officially listed on the Shenzhen Stock Exchange with the stock code "301595" [4]. - The company started with storage bags and has since expanded its product lines using advanced aerospace technology, achieving over 1 billion in annual revenue [4]. - As of February 10, 2025, Taily has applied for and received 858 patents globally, including 44 invention patents, and its products are sold in over 160 countries [4][6]. Product Innovation - Taily has developed multiple key technologies in the nanomaterials field, resulting in eight composite material technology platforms, including vacuum barrier and flexible protection [6]. - The company has successfully integrated its products into various applications, including home storage, outdoor gear, and safety protection items, with a focus on enhancing living space utilization [6][8]. Global Expansion Strategy - Taily has established a dual-track approach to market expansion, focusing on both domestic and international markets from its inception [7]. - The company has been actively participating in international trade shows and has built a presence on major e-commerce platforms like Amazon, Lazada, and Shopee since 2017 [7]. - Taily's sales on Amazon's US site for bathroom storage products exceeded 12,500 units in 30 days, generating over 1 million in sales, indicating strong market demand [7]. Future Growth and Market Trends - The home goods market is projected to grow by over 27% from 2020 to 2027, with increasing demand for functional home storage solutions, particularly in emerging markets [8]. - Taily aims to enhance its global brand presence by evolving from a "Chinese outbound brand" to a "localized brand," focusing on an integrated operation system of R&D, marketing, and service [8]. - The company is also emphasizing the importance of smart supply chains and digital transformation to improve responsiveness and support sustained growth [8].

杭州市园林绿化股份有限公司（以下简称"公司"或"园林股份"）于2025年4月29日召开第五届董事会第 二次会议，审议通过了《关于对外投资设立控股子公司的议案》，公司拟投资金额不超过1,000万元设 立从事新材料产业的控股子公司，具体内容详见公司2025年4月30日披露于上海证券交易所网站 （www.sse.com.cn）的《关于对外投资设立控股子公司的公告》（公告编号：2025-023）。 证券代码：605303 证券简称：园林股份 公告编号：2025-035 杭州市园林绿化股份有限公司 关于设立控股子公司完成工商登记并取得营业执照的进展公告 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。 二、设立控股子公司的进展 近日，公司取得了杭州市上城区市场监督管理局下发的《杭州悦享新材料科技有限公司营业执照》，本 次设立控股子公司的相关信息如下： 8、经营范围：一般项目：新材料技术研发；新材料技术推广服务；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；科技中介服务；工程和技术研究和试验发展；会议及展览服务；建筑 材料销 ...

浙江台州晶臻科技董事长邢斌穿着一件黑色夹克外套，在很多采访场合，他都乐于身穿这件衣服，因为 衣服的面料来自公司的代表性产品——碳纶新材。邢斌对上海证券报记者说，这便利他随时展示面料的 超高温防火耐热特性。 2021年，"80后"邢斌开启了人生第三次创业，成立浙江台州晶臻科技有限公司，专注于超高温不燃面料 碳纶新材的研发和生产。"碳纶新材"这一名词来自他自己的创造，因为碳既代表面料的颜色——黑色， 又代表了碳化这一特殊工艺。 经过晶臻科技的市场开拓与努力，在传统本质阻燃面料的基础上，公司碳纶新材将耐高温特性提升至 1800摄氏度，目前逐步应用在新能源、应急消防、航空航天及特种劳保等多个领域。 在邢斌看来，新材料最大的优点是任何传统行业都可以用新材料"再做一遍"，所以市场空间巨大。他认 为，创始人要有"画饼"的能力，但这个饼不仅要画出来，还要真正做出来。"2024年公司最艰难的时 候，正是这种能力，让一起跟随创业的小伙伴，即使几个月没发工资，也坚定地相信这一梦想，最终让 碳纶新材问世。" 用材料守护生命 邢斌 ◎记者 操子怡 不过，在碳纶新材刚问世时，由于市场认知度不高，推广这一面料并不轻松。邢斌表示，创业初期他 ...

上纬新材688585 时间: 2025年6月20日星期五 41.82分综合得分 偏弱 趋势方向 主力成本分析 7.14 元 当日主力成本 7.30 元 5日主力成本 7.36 元 20日主力成本 7.40 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 元 次 技术面分析 7.44 短期压力位 7.18 短期支撑位 7.59 中期压力位 7.17 中期支撑位 股价跌破短期支撑位，短线观望为宜； 股价跌破中期支撑位，中期主力资金做多意愿不强，以观望为 宜 可能见顶回落 ★长上影★ 表明行情上档压力沉重,升势受阻 资金流数据 2025年06月20日的资金流向数据方面 | 主力资金净流出16.06万元 | | --- | | 占总成交额-2% | | 超大单净流入0.00元 | | 大单净流出16.06万元 | | 散户资金净流出76.70万 | 关联行业/概念板块 塑料制品 -0.69%、新材料 -0.08%、节能环保 -0.37%、一带一路 -0.52%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） K线形态 ★三只乌鸦★ 风险提示：以上内容仅作为作者或者嘉宾 ...

Core Viewpoint - Jiangsu Henghui Security Co., Ltd. maintains a stable credit rating of AA- with a positive outlook, reflecting its competitive position in the functional safety glove market and ongoing expansion efforts [3][5][8]. Company Overview - Jiangsu Henghui Security Co., Ltd. is a publicly listed company in China specializing in the production of functional safety gloves, possessing certain technological and channel advantages in its niche market [8][10]. - The company has expanded its production capacity and is extending its industrial chain upstream, which enhances its competitiveness [8][10]. Financial Performance - As of March 2025, the total assets of the company reached 26.13 billion yuan, with total liabilities at 10.93 billion yuan and total equity at 15.20 billion yuan [7]. - The company reported a significant increase in operating revenue, with projections indicating a rise from 9.77 billion yuan in 2023 to 12.70 billion yuan in 2024 [7][26]. - The gross profit margin for the company was 22.03% in 2024, reflecting a decrease from previous years due to rising costs and competitive pricing pressures [26]. Market Position - The functional safety glove market is primarily dominated by developed countries such as Europe, the United States, and Japan, where safety awareness and labor protection systems are well established [10][11]. - The market for functional safety gloves in China is still developing, with significant growth potential as safety awareness increases [10][11]. Production Capacity and Strategy - The company has a production capacity of 1.44 billion pairs of gloves per year, with a focus on both special fiber and general fiber gloves [20][21]. - The company is actively investing in new projects, including a 7.2 million pairs per year safety glove project and a biodegradable polyester rubber project, to enhance its product offerings and market reach [24][25]. Risk Factors - The company faces risks related to geopolitical tensions, macroeconomic fluctuations, and raw material price volatility, which could impact its operational performance [3][4][10]. - The competitive landscape in the functional safety glove industry is intensifying, necessitating continuous innovation and market adaptation [10][11]. Future Outlook - The company is expected to maintain a stable credit level in the future, supported by its ongoing expansion and diversification efforts [5][6]. - The demand for high-performance polyethylene fibers is projected to grow, providing opportunities for the company to enhance its product offerings and market position [14][23].