A股市场板块涨跌幅排行 中国经济网北京12月9日讯 今日早盘两市震荡，截至午间收盘，上证指数报3918.83点，跌幅0.13%；深证成指报13341.62点，涨幅0.09%；创业板指报 3224.38点，涨幅1.07%。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) ▼ 总成交额 (亿元) ▼ | 浄流入（亿元） ▼ | 上涨家数 | 下跌家 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 元件 | 2.48 | 1355.05 | 580.34 | 77.90 | ਦੇਤੋ | 6 | | 2 | 通信服务 | 1.34 | 880.17 | 154.47 | 3.03 | 24 | 19 | | ന | 零售 | 1.30 | 2957.46 | 185.43 | -4.58 | 46 | 23 | | ব | 军工电子 | 1.04 | 1953.50 | 352.79 | -18.71 | 40 | 22 | | 5 | 其他电源设备 | 1.02 | 473.20 | 141.01 | 0.13 | 20 | ...

超高纯度 TEOS （原硅酸四乙酯）是一种高纯度有机硅化合物，化学式为 Si(OC₂H₅)₄ ，纯度通常达到 99.999% （ 5N ）或更高。它通过精馏和蒸馏等精细提纯工艺生产，以去除痕量杂质（金属、水分、有机残留物），是 一种无色透明、低粘度、高挥发性的液体。作为一种关键的前驱体材料，它广泛应用于半导体制造、光学涂层 和先进陶瓷领域，在化学气相沉积（ CVD ）和溶胶 - 凝胶合成等工艺中发挥着至关重要的作用，用于形成具 有优异均匀性和介电性能的高质量二氧化硅薄膜或基质 。 超高纯度 TEOS 市场目前呈现稳步增长的态势，主要受半导体制造（尤其是集成电路、分立器件和微机电系 统）强劲需求的驱动。作为化学气相沉积（ CVD ）工艺制备高质量二氧化硅薄膜的关键前驱体， TEOS 因其 超高纯度、稳定的挥发性和与先进微加工工艺的兼容性而备受青睐。该市场集中度较高，全球领先制造商占据 主导地位，亚太地区是其核心消费和生产中心。新兴市场的国内企业正通过推进提纯技术并满足严格的行业标 准，加速进口替代。 超高纯度 TEOS 全球市场总体规模 QYResearch 调研显示， 2024 年全球超高纯度 TEOS 市场 ...

延链补链强发展 电子化学品一头连着精细化工产业，一头连着电子信息产业，被誉为"精细化工皇冠上的明珠"。作为化 工大省，山东依托传统基础化工的规模优势，强化技术研发，形成电池材料、湿电子化学品电子气体、 电子元器件化学品等产品产业链，2024年全省电子化学品产量占全国总量的约9%，营业收入近600亿 元。 当前，我国电子化学品约60%依靠进口。山东省工业和信息化厅二级巡视员吴炎指出，电子化学品是化 工产业转型升级、延链发展的重要方向，也是电子信息产业增强韧性、安全发展的重要保障。近年来， 山东依托雄厚的基础化工产业和蓬勃发展的电子信息产业，大力推动电子化学品产业发展，技术创新不 断突破、特色企业不断涌现、产业规模持续扩大，为产业高质量发展打下坚实基础。 该省依托传统的石油化工生产装置，通过强链、延链、建链、补链，做大做强电子化学品产业。滨州依 托渤中19-6凝析油气田的天然气资源和裕能化工有限公司3万吨/年吡咯烷酮、3万吨/年丁内酯，以及在 建的16.9万吨/年湿电子化学品、1.4万吨/年导电浆料等项目，补齐天然气—1,4-丁二醇-N-甲基吡咯烷酮 (NMP)产业链。滨州裕能目前已建成12万吨/年电子级NMP合 ...

Core Insights - The electronic chemicals sector experienced a 2.17% increase on December 8, with Weiteou leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Weiteou (6ISTOR) closed at 47.34, up 9.13% with a trading volume of 71,100 shares and a transaction value of 327 million yuan [1] - Zhongshi Technology (300684) closed at 45.20, up 7.93% with a trading volume of 297,200 shares and a transaction value of 1.332 billion yuan [1] - Guanghua Technology (002741) closed at 22.50, up 6.03% with a trading volume of 283,200 shares and a transaction value of 628 million yuan [1] - Six other companies in the sector also reported gains, with varying percentages and trading volumes [1] Capital Flow - The electronic chemicals sector saw a net inflow of 183 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 26.96 million yuan [3]

中国经济网北京12月8日讯 A股三大指数集体上涨，截至收盘，上证指数报3924.08点，涨幅0.54%，成交额8394.39 亿元；深证成指报13329.99点，涨幅1.39%，成交额11972.07亿元；创业板指报3190.27点，涨幅2.60%，成交额5818.21亿 元。 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手) ▼ | 总成交额(亿元) * | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 通信设备 | 3.55 | 2854.92 | 1481.20 | 84.94 | 80 | 7 | | 2 | 脂源等層 | 3.27 | 382.79 | 174.80 | 20.35 | 13 | 0 | | 3 | 其他电子 | 3.14 | 673.21 | 263.57 | 20.09 | 32 | 2 | | 4 | 元件 | 3.02 | 1394.08 | 601.08 | 53.04 | 56 | 4 | | 5 | 未含体 | 2.39 | 2201.55 ...

Core Insights - The "14th Five-Year Plan" period has seen rapid development in China's chemical new materials industry, with continuous expansion of industry scale and enhancement of technological innovation capabilities. The "15th Five-Year Plan" will focus on three key paths: pursuing high-end development, promoting green intelligence, and facilitating collaboration [1] Pursuing High-End Development - There is a significant imbalance in the development of chemical new materials in China, necessitating enhanced R&D for high-end materials. The self-sufficiency rate for engineering plastics is improving, but high-end products like optical-grade PC and medical polyether ether ketone have a domestic production rate of less than 30% [2] - The electronic chemicals sector faces challenges with insufficient high-end products. While mature processes have achieved domestic production for certain chemicals, the overall domestic production rate for advanced process chemicals remains low, indicating a critical area for future development [2] Promoting Green Intelligence - Green transformation is becoming a global imperative. The engineering plastics industry is encouraged to transition towards a "green circular" model, focusing on bio-based alternatives, recycling, and clean production methods [4] - The synthetic rubber industry is directed towards "green symbiosis" and "intelligent integration," emphasizing the development of bio-based and green materials, as well as the application of artificial intelligence to optimize production processes [4] Facilitating Collaboration - Collaborative innovation is essential for overcoming industry development bottlenecks. The engineering plastics sector is advised to establish a comprehensive collaborative innovation system, integrating various stages from monomer synthesis to application verification [5] - Standardization is highlighted as a crucial support for the electronic chemicals industry, with a need for a complete standard system to enhance consensus between chemical producers and downstream chip manufacturers [6]

（记者 王晓波） 艾森股份（688720.SH）12月4日在投资者互动平台表示，公司Tenting快速填孔镀铜产品已成功导入头 部HDI和SLP供应链，并实现批量供货，目前自有产能满足稳定供货要求，随着业务规模持续增长，公 司将适时调整产能布局满足市场需求。 每经AI快讯，有投资者在投资者互动平台提问：公司Tenting快速填孔镀铜产品已导入头部HDI和SLP供 应链，该产品的产能利用率如何？是否有进一步扩产以满足市场需求的计划？ ...

Core Insights - The article discusses the successful listing of Xingfu Electronics, a subsidiary of Xingfa Group, on the Sci-Tech Innovation Board, highlighting the synergy between the main board and "hard tech" enterprises in China's multi-tiered capital market [1][2] - The year 2025 is anticipated to be significant for further reforms in the multi-tiered capital market, with the establishment of the Sci-Tech Growth Layer and the introduction of new listing standards for innovative companies [1][2] - The reforms aim to enhance the capital market's service capabilities for the real economy, particularly through the deepening of the Sci-Tech Board and the Growth Enterprise Market [1][2][3] Multi-Tiered Capital Market Structure - The reforms have led to a clearer structure of a multi-tiered equity market, with the Sci-Tech Growth Layer serving as an incubator for "hard tech" companies [1][2] - Different market segments, including the main board, Sci-Tech Board, Growth Enterprise Market, and Beijing Stock Exchange, are designed to complement each other, catering to various types of enterprises [2][3] Full Lifecycle Services - The article emphasizes the importance of full lifecycle services and interconnectivity mechanisms in activating the capital market, which supports enterprises from inception through growth [3][4] - Key institutional innovations have improved the capital market's ability to serve diverse types of enterprises, enhancing the matching of financing support throughout their lifecycle [3][4] Connectivity Between Market Segments - There is an increasing connectivity between different market segments, allowing companies to transition smoothly based on their development stage and needs [4][5] - The establishment of a "green channel" for companies to access different markets demonstrates the effectiveness of this connectivity [4] Future Reforms and Enhancements - Ongoing reforms are expected to focus on deepening the Growth Enterprise Market and normalizing the transfer mechanism between market segments [5][6] - Recommendations include enhancing the adaptability of listing standards to better meet the financing needs of emerging industries and improving the overall efficiency and inclusivity of the capital market [5][6]

Investment Rating - The report maintains a "Leading Market-B" rating for the new materials sector [2]. Core Insights - The new materials sector index increased by 3.23%, underperforming the ChiNext index by 1.31% over the past week [2]. - The demand for energy storage is surging, particularly benefiting the materials related to humanoid robots, as the industry transitions from a research phase to a scaling phase [5]. - The report highlights the expected domestic demand for humanoid robots to exceed 100 million units, with a market size potentially reaching 10 trillion yuan [5]. Summary by Sections 1. Market Performance - The new materials sector saw a mixed performance with the synthetic biology index down by 1.80%, semiconductor materials down by 0.71%, electronic chemicals up by 0.45%, biodegradable plastics down by 1.26%, industrial gases up by 0.86%, and battery chemicals down by 4.43% [2][18]. - The overall market performance for the week (November 24-28, 2025) showed the CSI 300 index rising by 1.64% and the Shanghai Composite Index by 1.4% [14]. 2. Price Tracking - Amino acids prices showed slight declines: valine at 12,500 yuan/ton (-0.40%), tryptophan at 30,500 yuan/ton (-3.17%), and methionine at 18,900 yuan/ton (-2.83%) [3]. - Prices for biodegradable materials remained stable, with PLA (injection grade) at 17,800 yuan/ton and PBS at 17,500 yuan/ton [3]. 3. Investment Recommendations - The report suggests focusing on core components for humanoid robots, such as electronic skin and dexterous hand transmission devices, which are expected to benefit from the industry's growth [5]. - Specific stocks to watch include Hanwei Technology, Fule New Materials, and Jinghua New Materials, which are involved in electronic skin technology [5]. 4. Individual Stock Performance - In the new materials sector, 73.03% of stocks achieved positive returns, with notable performers including Yishitong (25.54%) and Tianyue Advanced (15.12%) [24]. - The report notes significant net inflows for stocks like Placo New Materials (319 million yuan) and Anji Technology (253 million yuan) [24].

Group 1 - The core point of the news is that Aisen Co., Ltd. experienced a 5.06% drop in stock price, trading at 51.75 yuan per share, with a total market capitalization of 4.561 billion yuan as of December 2 [1] - Aisen Co., Ltd. specializes in the research, production, and sales of electronic chemicals, with its main revenue sources being electroplating solutions and related reagents (45.37%), electroplating materials (29.31%), photoresists and related reagents (21.91%), and other electronic chemicals (0.37%) [1] - The company was established on March 26, 2010, and is located in Kunshan, Jiangsu Province, with its listing date set for December 6, 2023 [1] Group 2 - Among the top ten circulating shareholders of Aisen Co., Ltd., a fund under Southern Fund, Southern Information Innovation Mixed A (007490), entered the list in the third quarter, holding 741,200 shares, which accounts for 1.34% of the circulating shares [2] - The fund has a total scale of 3.477 billion yuan and has achieved a return of 44.22% this year, ranking 1232 out of 8122 in its category [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 169 days, with the fund's total asset scale at 7.468 billion yuan [3]