化学制品
Search documents
宏柏新材:预计2025年净亏损1.1亿元-1.5亿元
Di Yi Cai Jing· 2026-01-19 08:43
宏柏新材公告,预计2025年年度实现归属于母公司所有者的净利润为-15000.00万元到-11000.00万元。 预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为-16500.00万元到-12000.00万 元。报告期内,公司经营业绩主要有以下几点原因:一是产业上下游供需失衡状况未有改善,行业竞争 仍然比较激烈,虽然公司主要产品销量同比实现稳步增长,但产品销售价格仍然处于历史低位;二是, 本期有在建工程转固,增加折旧及运营成本;三是,本期相关费用增加,其中公司实施股权激励计划计 提股份支付费用,以及本期计提可转换公司债券利息较上年同期增加。 ...
晨光新材:预计2025年年度净利润为-7500万元至-1.12亿元
Mei Ri Jing Ji Xin Wen· 2026-01-19 08:17
(记者 王晓波) 每经AI快讯,晨光新材1月19日晚间发布业绩预告,预计2025年年度实现归属于上市公司股东的净利润 为-7500万元至-1.12亿元,与上年同期相比,将出现亏损。业绩变动主要原因是,报告期内,公司所在 行业市场竞争持续加剧,即使产品销售数量较去年同期增加,但受市场竞争影响,毛利率同比下滑,毛 利额较去年同期下降,进而对净利润产生了一定的影响。基于报告期内的经营状况以及对期末资产的可 变现净值的评估,经测试,公司资产减值较去年同期有所增加。 每经头条(nbdtoutiao)——短剧大爆发,吸纳69万人就业!一度送外卖的演员也找到工作:收入还算 可观但太累,剧组常备速效救心丸,拍睡觉戏真能睡着 ...
鹿山新材:2025年营收14-16亿元,净利润预亏3700-7400万元
Xin Lang Cai Jing· 2026-01-19 07:40
鹿山新材公告称,预计2025年年度实现营业收入14-16亿元,上年同期为20.67亿元;归属于母公司所有 者的净利润为-7400万元到-3700万元,上年同期为1693.56万元,将出现亏损;扣非净利润为-9800万元 到-6100万元,上年同期为-65.64万元。业绩预亏主因是对太阳能电池封装胶膜业务相关资产计提减值准 备4000-6000万元,且该产品销售价格下降、整体毛利率下滑。 ...
化工行业或迎来“戴维斯双击”,化工ETF天弘(159133)早盘逆势走强,标的指数盘中涨约3%创近3年新高
Mei Ri Jing Ji Xin Wen· 2026-01-19 07:03
面对化工行业内部子行业众多、景气周期交错、专业性强的特点,对于绝大多数投资者而言,通过行业 指数基金进行布局是更具效率和风险分散优势的选择。 资料显示,化工ETF天弘(159133)紧密跟踪中证细分化工产业主题指数,其核心优势在于覆盖全面且 结构均衡。该指数从化学制品等细分产业中选取规模大、流动性好的公司组成样本,不仅涵盖了传统领 域的龙头企业,也囊括了新能源材料、精细化学品等高成长性领域的代表公司。 市场早盘冲高回落,深成指、创业板指均翻绿,化工板块逆势表现,昊华科技涨超7%,恒力石化、鲁 西化工涨超6%,东方盛虹、亚钾国际、华峰化学、巨化股份涨超5%。 受盘面影响,化工ETF天弘(159133)所跟踪的中证细分化工产业主题指数早盘低开高走,截至午间收 盘大涨2.8%,创近3年新高。 有券商表示,2024年以来化工行业资本开支迎来负增长,随着"反内卷"浪潮袭来及海外落后产能加速出 清,供给端有望收缩。此外,"十五五"规划建议"坚持扩大内需"为未来五年定调,国内新旧动能切换将 持续推进,叠加美国降息周期开启,化工品需求增长可期。在供需双底基本确立,政策预期强力催化 下,2026年化工行业或迎周期拐点向上,开启 ...
金银齐创新高,日韩股市低开,加密货币全线重挫,近24万人被爆仓
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-19 02:26
Group 1: Gold and Silver Market - Gold prices surged to a historical high of $4690 per ounce, with an increase of nearly 1.8% [1][9] - Silver prices also reached a record high, surpassing $94 per ounce, with an intraday increase of over 4% [1][10] Group 2: Asian and European Markets - The Asia-Pacific markets opened lower, with the Nikkei 225 index and the TOPIX both declining by approximately 1%, while major companies like Sumitomo Pharma and SoftBank saw significant drops [3][11] - European stock index futures, including the Euro Stoxx 50 and Germany's DAX, fell by over 1% [5][13] Group 3: U.S. Stock Futures - U.S. stock index futures were down, with the Dow Jones futures falling by 0.69%, S&P 500 futures down by 0.82%, and Nasdaq 100 futures decreasing by 1.13% [5][13] Group 4: Cryptocurrency Market - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $92,000, reflecting a nearly 3% decline, and Ethereum falling by 3.5% [7][15] - Approximately 240,000 traders faced liquidation, with total liquidation amounts reaching $680 million [7][15] Group 5: Currency Market - The offshore RMB appreciated against the U.S. dollar, surpassing 6.96, with a daily increase of 0.12% [6][14] Group 6: Trade Relations - Reports indicated that several EU countries are considering imposing tariffs on $93 billion worth of U.S. goods or restricting U.S. companies' access to the EU market in response to U.S. tariffs on European nations [8][16]
川恒股份1月16日获融资买入6622.67万元,融资余额4.76亿元
Xin Lang Cai Jing· 2026-01-19 01:43
融券方面,川恒股份1月16日融券偿还900.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00 元;融券余量6100.00股,融券余额23.54万元,低于近一年20%分位水平,处于低位。 机构持仓方面,截止2025年9月30日,川恒股份十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1139.47万股,相比上期增加706.53万股。申万宏源证券有限公司位居第五大流通股东,持 股646.60万股,相比上期增加42.96万股。嘉实新能源新材料股票A(003984)位居第八大流通股东,持 股404.09万股,持股数量较上期不变。国投证券股份有限公司退出十大流通股东之列。 资料显示,贵州川恒化工股份有限公司位于贵州省黔南布依族苗族自治州福泉市龙昌镇,成立日期2002 年11月25日,上市日期2017年8月25日,公司主营业务涉及磷酸及磷酸盐产品的生产、销售。主营业务 收入构成为:磷酸28.41%,饲料级磷酸二氢钙25.11%,磷酸一铵21.29%,磷酸铁9.46%,磷矿石 6.93%,其他产品3.56%,贸易收入1.94%,其他1.57%,铁精粉1.11%,硫酸铵0.61%。 责任编辑:小浪 ...
天洋新材1月16日获融资买入811.39万元,融资余额2.00亿元
Xin Lang Cai Jing· 2026-01-19 01:31
Group 1 - Tianyang New Materials' stock price remained unchanged at 0.00% on January 16, with a trading volume of 52.88 million yuan [1] - On January 16, the company had a financing buy-in amount of 8.11 million yuan and a financing repayment of 5.14 million yuan, resulting in a net financing buy of 2.97 million yuan [1] - As of January 16, the total balance of margin trading for Tianyang New Materials was 200 million yuan, accounting for 6.64% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Tianyang New Materials was 16,600, a decrease of 6.65% from the previous period [2] - The average circulating shares per person increased by 7.12% to 24,543 shares [2] - For the period from January to September 2025, the company reported an operating income of 688 million yuan, a year-on-year decrease of 31.24%, while the net profit attributable to the parent company was -10.79 million yuan, an increase of 62.71% year-on-year [2] Group 3 - Since its A-share listing, Tianyang New Materials has distributed a total of 145 million yuan in dividends [3] - Over the past three years, the cumulative dividend payout has been 34.31 million yuan [3]
龙蟠科技1月16日获融资买入5891.03万元,融资余额3.81亿元
Xin Lang Cai Jing· 2026-01-19 01:30
Group 1 - The core business of Longpan Technology includes the sales of automotive fine chemicals and lithium iron phosphate cathode materials, with the revenue composition being 65.14% from LFP cathode materials, 26.40% from automotive fine chemicals, 7.81% from lithium carbonate and raw material processing, and 0.66% from other businesses [2] - As of September 30, 2025, Longpan Technology achieved a revenue of 5.825 billion yuan, representing a year-on-year growth of 2.91%, while the net profit attributable to shareholders was -110 million yuan, showing a year-on-year increase of 63.52% [2] - The company has a total of 85,800 shareholders as of September 30, 2025, which is a decrease of 15.35% compared to the previous period, with an average of 6,589 circulating shares per person, an increase of 18.14% [2] Group 2 - On January 16, Longpan Technology's stock price fell by 0.70%, with a trading volume of 623 million yuan. The financing buy-in amount for the day was 58.91 million yuan, while the financing repayment was 42.19 million yuan, resulting in a net financing buy-in of 16.72 million yuan [1] - The total balance of margin trading for Longpan Technology as of January 16 is 381 million yuan, which accounts for 3.40% of its circulating market value, indicating a high level compared to the 80th percentile over the past year [1] - In terms of securities lending, on January 16, there were no shares repaid, with 500 shares sold short, amounting to 9,935 yuan at the closing price, and the remaining short selling volume was 14,500 shares, with a balance of 288,100 yuan, also indicating a high level compared to the 90th percentile over the past year [1]
北交所策略专题报告:湿电子化学品国产化进程加快,半导体清洗率先突破
KAIYUAN SECURITIES· 2026-01-18 08:12
Group 1 - The domestic production of wet electronic chemicals is accelerating, with semiconductor cleaning agents leading the breakthrough [3][14][26] - Wet electronic chemicals, also known as ultra-pure reagents, are critical materials used in the wet processing of microelectronics and optoelectronics, with high purity and cleanliness requirements [14][19] - The market size of wet electronic chemicals in China reached 22.5 billion yuan in 2023, a year-on-year increase of 27.12%, and is expected to grow to 29.275 billion yuan by 2025 [3][31] Group 2 - Jin Hua New Materials has successfully developed electronic-grade hydroxylamine aqueous solution products, which are comparable in quality to BASF's products and have been validated by several chip manufacturers [4][32] - Wuxi Jinghai's amino acid products are suitable for microelectronic cleaning, particularly in environmentally friendly and precision cleaning scenarios, with plans to expand their application in the microelectronics field [4][36] Group 3 - The North Exchange chemical new materials sector saw an increase of 1.03% this week, with textile manufacturing and battery materials leading the gains [5][42][46] - The chemical products price trends indicate fluctuations in various categories, with notable changes in MDI and TDI prices [49][50] Group 4 - Zhongyu Technology signed a procurement contract for steel-lined wear-resistant pipes worth approximately 48.81 million yuan, marking market recognition of its products [6][77] - The company has established a long-term strategic plan to enhance its operational performance without creating dependency on any single client [6][77]
汇得科技:向特定对象发行股票申请获证监会同意注册批复
Xin Lang Cai Jing· 2026-01-18 08:03
汇得科技公告称,近日收到中国证监会《关于同意上海汇得科技股份有限公司向特定对象发行股票注册 的批复》。批复同意公司向特定对象发行股票注册申请,要求按报送申报文件和发行方案实施,有效期 12个月。发行结束前若发生重大事项,应及时报告上交所并处理。公司将在规定期限内办理相关事宜, 并及时披露信息。 ...