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年内涨超40%,重要化工原料价格飙升,概念股出炉
(原标题:601212,被立案调查!年内涨超40%,重要化工原料价格飙升,概念股出炉) 环氧氯丙烷9月以来价格上涨近11%。 白银有色被立案调查 9月10日晚间,白银有色(601212)发布公告,公司近日收到中国证监会下发的《立案告知书》,因公司涉嫌信息披露违法违 规,根据相关法律法规,中国证监会决定对公司立案。 白银有色表示,目前各项经营活动和业务均正常开展,在立案调查期间,公司将积极配合中国证监会的相关调查工作,并 严格按照有关法律法规及监管要求履行信息披露义务。 受国际贵金属价格大涨影响,公司股价于9月1日、9月2日连续涨停,随后震荡走势。今年以来,白银有色累计上涨 52.52%,截至上半年末,公司共有12.99万户股东。 环氧氯丙烷价格飙涨 9月以来,环氧氯丙烷市场价格持续上涨。 金联创数据显示,截至9月10日,环氧氯丙烷现货价格达到1.3万元/吨,9月以来涨幅近11%,年内价格累计上涨超40%,续 创2022年8月以来新高。 近期环氧氯丙烷价格跳涨,主要受供应端收紧以及成本端支撑较强影响。 白银有色主营铜、锌、铅、金、银多种有色金属及贵金属的采选、冶炼、加工及贸易,具备年产铜40万吨、铅锌40万吨、 ...
环氧氯丙烷价格持续上涨 概念股受机构关注
Xin Lang Cai Jing· 2025-09-10 23:52
近期环氧氯丙烷市场价格持续上涨,Wind数据显示,截至9月10日,环氧氯丙烷现货价格达到1.3万元/ 吨,较去年年末上涨40.76%,续创2022年8月以来新高。环氧氯丙烷价格9月以来连续跳涨,9月4日为 1.18万元/吨,9月5日开始连续3个交易日价格上涨均超200元/吨,增速加快。此番价格上涨主要由于供 应端收紧以及成本端支撑较强。据证券时报·数据宝统计,A股中环氧氯丙烷相关概念股共有7只。盈利 较好的环氧氯丙烷概念股备受机构关注,巨化股份、三美股份、南山铝业均获10家以上机构评级,3股 上半年归母净利润位列板块前三。 ...
环氧氯丙烷价格飙涨 概念股受机构关注
Zheng Quan Shi Bao· 2025-09-10 18:04
Group 1 - The price of epoxy chloropropane has been continuously rising, reaching 13,000 yuan/ton as of September 10, a 40.76% increase compared to the end of last year, marking the highest level since August 2022 [1] - The price increase is primarily due to supply constraints and strong cost support, with several production facilities currently offline [1] - The latest reference price for 99.5% glycerol in East China is 9,250 yuan/ton, up 200 yuan/ton from the previous week, contributing to the high price of epoxy chloropropane [1] Group 2 - The demand for epoxy chloropropane has been growing, driven by the expansion of downstream applications in epoxy resins within the new energy and electronic materials sectors [2] - It is projected that by 2025, the production, demand, and market size of epoxy chloropropane in China will increase by 10.4%, 7.8%, and 16.8% respectively [2] - The total planned and under-construction capacity for epoxy resin in China is estimated to reach 3.2 million tons per year [2] Group 3 - There are seven concept stocks related to epoxy chloropropane in the A-share market [3] Group 4 - Since September, the average decline of the seven concept stocks is 3.69%, with Ruifeng High Materials showing the highest increase of 7.67% [4] - In the first half of the year, these seven concept stocks collectively achieved a net profit of 4.958 billion yuan, an increase of over 1.3 billion yuan compared to the same period last year [4] - Three companies, Sanmei Co. and Juhua Co., reported over 100% growth in net profit year-on-year [4] Group 5 - Nanshan Aluminum reported the highest net profit among the seven concept stocks at 2.625 billion yuan, a year-on-year increase of 19.95% [5] - The company is actively advancing a project to establish a joint venture in Indonesia for the production of 200,000 tons of caustic soda and 165,000 tons of epoxy chloropropane annually [5]