智通财经APP讯，东阳光(600673.SH)发布公告，公司预计2025年前三季度实现归属于上市公司股东的 净利润8.47亿元到9.37亿元,同比增长171.08%至199.88%。 报告期内，制冷剂行业生态和竞争秩序持续优化。第三代制冷剂(HFCs)作为当前的主流制冷剂，由于供 给端受配额管控而受限，而全球需求持续增长，导致供需结构深度改善，制冷剂价格稳步攀升，为公司 经营利润的显著提升提供了有力支撑。报告期内，在数据中心与储能行业等快速发展的背景下，公司凭 借在电极箔与电容器领域的深厚技术积累，精准把握行业升级的机遇，进一步巩固了市场优势。报告期 内，公司实施事业部制变革，优化研产销协同，提升资源配置效率。同时，升级大客户部机制，增强市 场响应能力和服务水平。通过精准调研客户需求，制定针对性销售策略，巩固战略客户关系，显著提升 市场竞争力和利润率。 ...

（文章来源：每日经济新闻） 每经AI快讯，10月10日，东阳光(600673.SH)发布2025年前三季度业绩预告，预计归属于上市公司股东 的净利润为8.47亿元~9.37亿元，同比增长171.08%~199.88%；扣除非经常性损益后的净利润为7.36亿元 ~8.26亿元，同比增长154.15%~185.22%。报告期内，制冷剂行业供需结构改善，价格上升，叠加公司在 电极箔与电容器领域把握数据中心与储能发展机遇，推进事业部制改革，优化研产销协同，提升市场响 应能力，盈利能力显著增强。 ...

人民财讯10月10日电，东阳光（600673）10月10日公告，预计公司2025年前三季度实现归属于上市公司 股东的净利润8.47亿元到9.37亿元,同比增长171.08%—199.88%。报告期内，制冷剂行业生态和竞争秩序 持续优化。第三代制冷剂(HFCs)作为当前的主流制冷剂，由于供给端受配额管控而受限，而全球需求持 续增长，导致供需结构深度改善，制冷剂价格稳步攀升，为公司经营利润的显著提升提供了有力支撑。 ...

东阳光公告，预计2025年前三季度实现归属于上市公司股东的净利润8.47亿元到9.37亿元，同比增长 171.08%-199.88%；预计实现归属于上市公司股东的扣除非经常性损益的净利润7.36亿元到8.26亿元，同 比增长154.15%-185.22%。报告期内，制冷剂行业生态和竞争秩序持续优化，第三代制冷剂价格稳步攀 升，为公司经营利润的显著提升提供了有力支撑。同时，公司在电极箔与电容器领域的深厚技术积累， 精准把握行业升级的机遇，进一步巩固了市场优势。 ...

重要新闻提示 北交所今日起将为存量股票启用新证券代码 德力股份：公司控股股东及实控人施卫东正筹划公司控制权变更事项，股票10月9日开市起停牌 制冷剂龙头永和股份：预计第三季度归母净利润同比增长447.64%—506.85% 今日提示 央行今日将开展11000亿元3个月期买断式逆回购操作 北交所今日起将为存量股票启用新证券代码，北交所所有股票将全部切换为"920"新代码 证监会今日起允许合格境外投资者参与场内ETF期权交易，交易目的限于套期保值 《期货市场程序化交易管理规定（试行）》，今起施行 京东2025年"双11"购物节今日开启 财经新闻 1."十四五"期间，上市公司通过分红、回购金额合计超过10.6万亿元。Wind数据显示，2021年以来， 3677家上市公司披露回购方案。其中，2024年发布回购方案的上市公司数量为1472家，创历史新高。从 实施回购角度看，2024年，共有2192家A股公司实施了股份回购，合计回购金额为1586.13亿元，刷新纪 录。进入2025年，上市公司回购积极性持续高涨。Wind数据显示，2025年以来，634家A股上市公司发 布回购方案。详见报道《回购！上市公司在行动》 2.1 ...

今日导读 ·央行将于10月9日开展11000亿元3个月期买断式逆回购操作，以保持银行体系流动性充裕。 ·当地时间10月6日，OpenAI与AMD宣布达成战略合作。 ·根据灯塔专业版数据，截至10月8日15时44分，2025年国庆档总票房已突破18亿元。 上证精选 ·央行将于10月9日开展11000亿元3个月期买断式逆回购操作，以保持银行体系流动性充裕。 ·近日，国家发展改革委已会同财政部，向地方下达了今年第四批690亿元超长期特别国债支持消费品以 旧换新资金。 中国人民银行10月7日公布的数据显示，截至9月末，我国黄金储备为7406万盎司，环比增加4万盎司， 已是连续第11个月增持黄金。 产业情报 ○OpenAI与AMD宣布战略合作算力投资持续加码 当地时间10月6日，OpenAI与AMD宣布达成战略合作。OpenAI将部署6吉瓦的AMD GPU算力，利用 AMD Instinct系列GPU为其下一代人工智能基础设施提供动力支持。AMD表示公司与OpenAI的合作预 计将为AMD带来数百亿美元的收入，同时加速OpenAI的AI基础设施建设。 ·据交通运输部消息，10月1日至8日（中秋国庆假期），累计全社会跨区 ...

产品结构优化与产业链协同。公司通过优化邵武永和等生产基地的产线运行效率，提升HFP、FEP、 PTFE、PFA等产品的优等品率与产销规模，推动邵武永和从"产能建设"向"效益释放"阶段转型，邵武永 和自2024年第四季度起实现持续盈利。同时，依托从萤石上游资源到含氟精细化学品终端产品的全产业 链布局，公司紧紧把握市场机遇，通过精益内部管理、开拓市场份额、强化成本控制等方式进一步拓宽 盈利空间，推动公司运营效率持续提升。 本期业绩预增的主要原因：制冷剂行业高景气度延续。受益于供给侧配额政策与下游需求稳步增长，制 冷剂行业整体维持高景气态势。一方面，第二代氟制冷剂(HCFCs)生产配额持续缩减，第三代氟制冷剂 (HFCs)继续实行生产配额管理，行业供给端约束强化，推动供需结构进一步优化。另一方面，下游空 调、冷链等领域需求稳步增长，共同支撑产品价格持续上行，毛利率稳步提升。 智通财经APP讯，永和股份(605020.SH)发布公告，公司预计2025年前三季度实现归属于上市公司股东 的净利润为4.56亿元至4.76亿元，同比增长211.59%到225.25%。 ...

格隆汇10月8日｜永和股份公告称，永和股份预计2025年前三季度归属于上市公司股东的净利润为4.56 亿元-4.76亿元，同比增长211.59%-225.25%。业绩大幅增长主要因制冷剂行业高景气，供给侧配额收紧 叠加空调、冷链等下游需求增长，推动产品价格与毛利率上升；同时公司优化产品结构，提升产业链协 同效应，邵武基地实现效益释放，运营效率持续提升。 ...

Group 1: Industry Overview - The chemical sector's overall performance ranked 17th this week (2025/09/22-2025/09/26) with a decline of 0.95%, underperforming the Shanghai Composite Index by 1.16 percentage points and the ChiNext Index by 2.91 percentage points [2][3] - The chemical industry is expected to continue its trend of divergence in 2025, with a focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [2] Group 2: Key Industry Trends - Synthetic biology is at a pivotal moment, with low-energy products likely to gain a longer growth window due to the shift in energy structure. Traditional chemical companies will need to focus on energy consumption and carbon tax costs [2] - The introduction of quota policies for third-generation refrigerants is anticipated to lead to a high-growth cycle, with supply constraints and stable demand growth from markets like heat pumps and cold chains [3] - The electronic specialty gases market is characterized by high technical barriers and value, with domestic production opportunities arising from the rapid upgrade of downstream industries [4] Group 3: Specific Chemical Segments - The trend towards light hydrocarbon chemicals is becoming global, with a shift from heavy naphtha to lighter feedstocks like ethane and propane, which are more cost-effective and environmentally friendly [5] - The industrialization of COC/COP (cyclic olefin copolymer) is accelerating in China, driven by domestic production capabilities and the need for supply chain security [6] - MDI (methylene diphenyl diisocyanate) is experiencing a favorable supply landscape due to its high technical barriers and the concentration of production among a few global players [9] Group 4: Price Tracking and Supply Chain - Weekly price tracking shows significant increases in liquid chlorine (252.38%) and paraquat (42%), while PX and bisphenol A saw declines of -5.56% and -4.27% respectively [10] - The supply side of the chemical industry is affected, with 155 companies reporting changes in production capacity, including 4 new shutdowns and 12 restarts this week [11]

Investment Rating - Industry investment rating: Overweight [1] Core Views - The chemical sector's overall performance ranked 17th this week, with a decline of 0.95%, underperforming the Shanghai Composite Index by 1.16 percentage points and the ChiNext Index by 2.91 percentage points [4][22] - The chemical industry is expected to continue its trend of differentiated growth in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Summary by Sections Industry Performance - The chemical sector's performance this week was -0.95%, ranking it 17th among all sectors, while the top three performing sectors were power equipment, non-ferrous metals, and electronics [22][23] - The top three individual stocks in the chemical sector this week were Bluefeng Biochemical (61.16%), Shangwei New Materials (44.81%), and Huarsoft Technology (31.83%) [28] Key Industry Dynamics - A new plan for stable growth in the petrochemical industry was released by seven departments, aiming for an average annual growth of over 5% in value added from 2025 to 2026 [34] - The plan emphasizes the importance of technological innovation, digital empowerment, and environmental sustainability in the petrochemical sector [34] Investment Opportunities - Synthetic biology is highlighted as a key area for growth, with companies like Kasei Biotech and Huaheng Biological being recommended for investment [4][8] - The third-generation refrigerants are expected to enter a high prosperity cycle due to upcoming quota policies and stable demand growth from the air conditioning and cold chain markets [5] - The electronic specialty gases market presents significant domestic substitution opportunities, driven by rapid upgrades in the semiconductor and photovoltaic industries [6][8] - Light hydrocarbon chemicals are identified as a global trend, with a shift towards lighter raw materials expected to enhance the value of leading companies in this sector [8] - The COC polymer industry is accelerating its domestic industrialization process, with companies like AkzoNobel being recommended for attention [9] - Potash fertilizer prices are anticipated to rebound as supply tightens and demand increases due to rising agricultural planting intentions [10] - The MDI market is expected to improve due to oligopolistic supply dynamics and stable demand from polyurethane applications [12]