时间: 2025年7月3日星期四 57.60分综合得分 较强 趋势方向 主力成本分析 12.63 元 阿拉丁688179 60日主力成本 当日主力成本 12.50 元 5日主力成本 12.06 元 20日主力成本 12.68 元 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 次 技术面分析 12.85 短期压力位 11.75 短期支撑位 12.85 中期压力位 11.41 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★多方炮★ 在底部出现有上涨可能，在中间出现有可能是上涨中继，顶部出现是复合见顶信号 资金流数据 2025年07月03日的资金流向数据方面 | 主力资金净流出1.43万元 | | --- | | 占总成交额0% | | 超大单净流入0.00元 | | 大单净流出1.43万元 | | 散户资金净流入76.84万 | 关联行业/概念板块 化学制品 -0.12%、新材料 0.48%、电商概念 0.46%、痘病毒防治 1.50%等 财务数据 较强 12.63； 12.50； 12.06； 12.68； 目前短线趋势不慎明朗，静待主力 ...

Group 1 - The report highlights the frequent release of new products by companies like Xiaomi and Honor, emphasizing the importance of the domestic production process for new materials [5][6] - The Chinese government is supporting equipment upgrades in the petrochemical and chemical industries with a funding of 200 billion yuan, which is expected to accelerate the modernization of these sectors [5][6] - The introduction of new products, such as Xiaomi's first SUV and Honor's latest smartphones, is seen as a significant advancement in China's consumer electronics sector, potentially driving the domestic supply chain and high-end material development [6][9] Group 2 - The report indicates that the securities sector may experience upward momentum after a period of consolidation, with technical indicators showing positive trends [11][12] - The Shanghai Composite Index has shown resilience, maintaining above key moving averages despite recent fluctuations, suggesting potential for further gains [19][20] - The report notes that large capital inflows into the market indicate strong buying interest, which may support continued upward movement in the securities sector [15][19] Group 3 - The report tracks industry performance, noting that the petrochemical index has underperformed compared to the broader market, while the basic chemical index has outperformed [7][22] - Specific sub-sectors such as membrane materials and other plastic products have shown significant price increases, indicating strong demand and potential investment opportunities [7][22] - The report emphasizes the importance of selecting resilient and advantageous sectors within the chemical industry, particularly those benefiting from supply-side reforms and domestic production initiatives [9][10]

Investment Rating - The investment rating for the company is "Buy" (maintained) [6][7]. Core Insights - The report highlights the resumption of U.S. ethane exports to China, which is expected to benefit the company significantly due to its core assets in U.S. ethane exports [6]. - The company has a competitive edge with its low ethylene production costs and integrated supply chain advantages, positioning it well for future growth [6]. - The report projects substantial revenue and profit growth for the company from 2025 to 2027, with expected revenues of 588.39 billion, 681.97 billion, and 788.11 billion respectively, and net profits of 72.21 billion, 92.46 billion, and 117.78 billion respectively [7][8]. Summary by Sections Company Overview - The company has a total share capital of 336,865 million shares and a closing price of 17.31 as of July 2, 2025 [1]. - The asset-liability ratio stands at 53.62%, with a price-to-book ratio of 1.83 and a weighted return on equity of 5.05% [1]. Market Dynamics - The U.S. has lifted the export ban on ethane to China, which is crucial for the company's operations as it owns a significant export terminal in the U.S. [6]. - The report notes that the construction of new ethane terminals in the U.S. is unlikely due to high investment costs and regulatory challenges [6]. Competitive Position - The company is positioned in the lowest cost range for ethylene production in China, benefiting from technological advancements and lower raw material costs [6]. - The company plans to expand its fleet of VLEC ships to enhance its logistics capabilities, with an investment of 257 billion for six new vessels [6]. Financial Projections - Revenue growth rates are projected at 28.90% for 2025, followed by 15.90% and 15.56% for 2026 and 2027 respectively [8]. - The expected earnings per share (EPS) are projected to be 2.14, 2.74, and 3.50 for the years 2025, 2026, and 2027 respectively [7][8].

将一粒沙变成一根纤维，再将这些纤维精密地编织在一起，做出空气过滤纸，通过2000倍的显微镜，可以看到一场微观世界的结构革命。 这些被称为玻璃纤维的新材料，超细又柔软，但却蕴含着巨大的能量。因为同时具备隔热隔音、水火不侵的功能，在科研人员的眼里，它们就 是中国现代工业领域的"混天绫"。 央视网消息：数据显示，2025年前5个月，重庆民营企业实现进出口1442.3亿元，占重庆外贸进出口总值的49.2%，撑起了重庆外贸经济的半壁 江山。其中，有一家民营企业正以其独特的创新活力与市场敏锐度，在新材料、新应用等工业化细分领域不断实现技术突破。 再升科技纤维研究院院长李志勇介绍，在飞机材料上有很多特殊的要求，比如要阻燃、防水、防潮，当然隔音和隔热是最基础的性能。这个火 焰温度能达到1200摄氏度，它会红但是不会烧成一个洞或者烧破。 攻克了核心技术，成为全球仅有的3家能够生产"飞机棉"的企业之一，也让中国成为继美国、日本之后，第三个掌握航空级超细纤维棉量产技 术的国家。 2021年，企业生产的第一批"飞机棉"正式交付并配套到首架C919上。从此，小纤维开始了大循环，美国企业也来下订单。 洁净空气 "飞机棉"的产业链再延伸 ...

投资界7月3日消息，近日，由中国航天科技集团发起设立，致力于大型无人运输系统研发设计、生产制 造及运营培训的低空经济企业「航天飞鹏」完成数亿元B轮融资，本轮融资由北创投、昆仑北工基金和 金浦青铁基金联合投资。 北创投表示："低空经济作为国家战略性新兴产业之一，随着国家和地方政府支持政策的不断出台，将 迎来发展的黄金时期。其产业链条长、辐射面广、带动性强等特征，一方面将重塑物流、观光、应急救 援等领域业态模式和竞争格局，另一方面将促进通信、人工智能、新材料等技术落地和产业发展。航天 飞鹏作为该领域的创新代表，依托航天航空系统的技术优势，率先开辟大型固定翼无人运输机商业化交 付，并在此基础上形成大型固定翼、eVTOL、多旋翼等多品种系列低空经济载体产品的覆盖。我们持 续看好航天飞鹏在低空经济领域的技术和先发优势，并期待公司在产品创新和运营管理上迎来新的突 破。" 昆仑北工基金表示："低空经济市场规模超万亿元，发展前景广阔；其创新要素集中、产业链长，适合 进行投资布局。航天时代飞鹏是低空经济赛道聚焦物流运输领域的无人机头部企业。公司源自航天九院 无人机所整建制研发团队，是行业内少有的拥有领先的飞机正向研发设计能力的 ...

联系方式：15000295386 | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 周三夜盘甲醇主力合约期货价格上涨 19 元/吨至 2412 元/吨，华东主流地区甲醇现 | | --- | --- | --- | --- | | | | 减少 | 货价格下跌 65 元/吨至 2465 元/吨。多头持仓减少 382 手至 43.13 万手，空头持仓 19618 手至 49.81 万手。 【重要资讯】 1、供应方面，国内甲醇开工率 88.65%，环比上涨 0.76%。海外甲醇开工率 54.25%， 环比下降 0.7%。 2、库存方面，中国甲醇港口库存总量在 67.37 万吨，较上一期数据增加 0.32 万吨。 | | | | | 其中，华东地区累库，库存增加 1.35 万吨；华南地区去库，库存减少 1.03 万吨。 | | | | | 中国甲醇样本生产企业库存 35.23 万吨，较上期增加 1.07 万吨，环比涨 3.14%。 | | | | | 3、需求方面，西北甲醇企业签单 6.1 万吨，环比减少 0.4 万吨。样本企业订单待发 | | 能源与化 | 甲醇 | 震荡偏 24.13 | 万吨，较上 ...

Core Viewpoint - The company Shida Shenghua is facing significant financial pressure in the first half of 2025, with expected net losses due to product price fluctuations and high costs associated with new facilities [1][2]. Financial Performance - Shida Shenghua anticipates a net profit loss of between 52 million to 60 million yuan for the first half of 2025, a decrease of 90.06 million to 98.06 million yuan compared to the same period last year, representing a year-on-year decline of 236.64% to 257.66% [1]. - The company also expects a loss in its net profit excluding non-recurring items of 53 million to 61 million yuan, down by 84.37 million to 92.37 million yuan from the previous year, reflecting a decline of 268.93% to 294.43% [1]. - This marks the third consecutive year of declining net profit and net profit excluding non-recurring items since 2022 [2]. Revenue Trends - Shida Shenghua's revenue figures for the years 2022 to 2024 were 8.316 billion yuan, 5.635 billion yuan, and 5.547 billion yuan, with year-on-year changes of 17.86%, -32.24%, and -1.56% respectively [2]. - The net profit for the same years was 891 million yuan, 18.726 million yuan, and 16.4196 million yuan, showing declines of 24.42%, 97.9%, and 12.32% respectively [2]. - The net profit excluding non-recurring items was 857 million yuan, 13.2343 million yuan, and 5.3878 million yuan, with declines of 26.4%, 98.46%, and 59.29% respectively [2]. Business Operations - The company has transitioned from traditional chemical operations to focus on new energy and new materials, including sectors such as electrolyte, carbonate, and methyl tert-butyl ether [2]. - The production at the Wuhan base for electrolyte is currently in the customer introduction phase, leading to underproduction and high fixed costs [3]. - The decline in profits is also attributed to falling prices of methyl tert-butyl ether products and lithium fluoride raw materials [3]. Regulatory Issues - Shida Shenghua received an administrative regulatory decision due to issues in insider information management, leading to corrective measures and warnings issued to key executives [4].

来源：金融界 经营范围含新材料技术研发；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；前沿新材料销售；前沿新材料制造；技术进出口；货物进出口；工程和技术研究和试 验发展（除人体干细胞、基因诊断与治疗技术开发和应用，中国稀有和特有的珍贵优良品种）；电子专 用材料研发；电子专用材料销售；电子专用材料制造；新能源原动设备制造；新能源原动设备销售；电 池制造；电池零配件生产；电池零配件销售；电力设施器材制造；电力设施器材销售；合成材料制造 （不含危险化学品）；太阳能热发电产品销售；太阳能发电技术服务；光伏发电设备租赁；电池销售； 表面功能材料销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称上海煜粒新材料科技有限公司法定代表人SONG YUNMING注册资本500万人民币国标行业科 学研究和技术服务业>研究和试验发展>工程和技术研究和试验发展地址上海市闵行区朱建路158弄3号 楼907、908、909、910室企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-7-2至 无固定期限登记机关闵行区市场监督管理局 天眼查App显示，近日，上海煜粒 ...

Core Viewpoint - The article highlights the transformation of Lianyungang, particularly Donghai County, from a traditional crystal industry hub to a modern silicon materials industry cluster, emphasizing the strategic importance of silicon in high-tech applications and the region's potential for future growth in new materials [5][17][39]. Group 1: Crystal Industry - Donghai County is recognized as the "World Crystal Capital," with a crystal production capacity projected to reach 450 million pieces and a transaction value exceeding 46 billion yuan in 2024 [6][8]. - The county holds over 300,000 tons of crystal reserves, accounting for more than 70% of the national total [7][10]. - The local crystal industry has evolved into a comprehensive supply chain covering raw material procurement, design, production, marketing, and logistics [8]. Group 2: Silicon Industry - Donghai County has developed a significant silicon industry, with 85% of the national quartz material production enterprises located there, and over 600 silicon industrial companies [12]. - The market shares for high-purity quartz sand, quartz glass products, and fused quartz in China are 90%, 80%, and 70% respectively [12]. - The region's silicon industry has been recognized as a national high-tech industry base and has received various governmental approvals to enhance its development [12][14]. Group 3: New Materials Development - Lianyungang's new materials industry is projected to achieve a production value of 89.1 billion yuan in 2024, establishing itself as a highland for new materials in China [30]. - The city is focusing on creating a comprehensive new materials ecosystem that connects upstream raw materials with downstream applications, enhancing supply chain resilience [34][36]. - The establishment of various public service platforms for carbon fiber and silicon materials indicates a commitment to technological innovation and industry support [32].

专利摘要显示，本发明涉及一种降低极化的锂离子电池分段式快速充电方法，其包括以下步骤：先 将电芯进行阶梯恒流恒压充电：分成N个恒流恒压充电阶段，各恒流恒压充电阶段均恒流恒压充电 至对应的限定电压或限定容量；再将电芯进行恒压充电，直至最终电流。 海四达电源订单饱满 产线较饱和生产中 普利特7月2日在互动平台上表示，公司子公司海四达电源目前订单饱满，公司各产线都处于较饱 和的生产中，同时海外客户订单占比较高。公司海外客户对于公司研发生产的钠离子电池、半固态 电池、全极耳电池等新产品关注度非常高，都在积极对接和验证中，部分客户已在量产供应中。 01 会议预告 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） 文末扫码报名 ◆ 电池 ◆ 国轩高科申请 ◆ 材料 ◆ 01 富临精工与川发龙蟒 签署合作框架协议 富临精工公告，公司与四川发展龙蟒签署《合作框架协议》，双方将开展股权与资本合作，共同投 资设立合 ...