三大指数走势较为低迷，上证指数收盘微跌 0.05%，报收于 3 2 8 6 . 6 5 点，全天波动范围 极为有限，在窄幅区间内震荡运行。从个股涨跌分布来看，市场呈现出涨多跌少的格局， 上涨个股数量超过3 7 0 0家。而跌停个股数量多达58家，反映出市场内部存在明显的两极 分化现象。这种分化表明，尽管整体市场看似平稳，但不同个股和板块之间的表现差异巨 大，结构性行情特征显著。 盘面上， PEEK材料概念股大涨，聚赛龙、新瀚新材、中欣氟材涨停。 美容护理板块午 后持续拉升，丸美生物涨停，芭薇股份、锦波生物、上海家化涨幅居前。其它个股方面， 步步高、茂业商业午后拉升涨停走出"地天板"。 电力板块今日回调，韶能股份、乐山电 力、西昌电力、广西能源等股跌停。白酒板块亦表现落后，迎驾贡酒盘中跌停，洋河股 份、古井贡酒、山西汾酒跌幅居前。 01降准时机已到？ 具体来看，一是财政政策方面， 会议强调"加快地方政府专项债券、超长期特别国债等发 行使用" ，财政政策仍然是用好用足政策工具，第二季度政府债券发行仍将保持较快节 奏。 二是货币政策方面，会议延续了适度宽松、保持流动性充裕等表述，预计支持性的货币政 策导向不变。 降 ...

截至4月29日收盘，碳纤维概念上涨2.20%，位居概念板块涨幅第7，板块内，42股上涨，聚赛龙20%涨 停，富恒新材、中研股份、会通股份等涨幅居前，分别上涨15.07%、9.55%、7.30%。跌幅居前的有纳 科诺尔、奇德新材、常友科技等，分别下跌3.45%、2.32%、2.09%。 资金面上看，今日碳纤维概念板块获主力资金净流入2.59亿元，其中，26股获主力资金净流入，5股主 力资金净流入超3000万元，净流入资金居首的是沃特股份，今日主力资金净流入1.59亿元，净流入资金 居前的还有中简科技、聚赛龙、金发科技等，主力资金分别净流入5645.54万元、5282.39万元、4068.73 万元。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.60 | 超超临界发电 | -1.53 | | 染料 | 3.85 | 抽水蓄能 | -0.87 | | 减速器 | 2.85 | 可控核聚变 | -0.87 | | POE胶膜 | 2.77 | 航运概念 | -0.86 | | 人形机器人 | ...

Core Insights - The article highlights the significance of the capital investment promotion conference held in Ruichang, aiming to connect quality capital with industrial projects to foster high-quality development in the region [1][2]. Group 1: Capital Investment Strategies - Ruichang is adopting investment banking, chain, and closed-loop thinking to explore new paths for capital investment, establishing an industrial fund matrix to promote a dual approach of industry and capital [2][3]. - The city aims to create a collaborative model of "fund + industry + policy" to enhance the entire process of fundraising, investment, management, and exit, thereby creating a favorable environment for fund growth and project implementation [2][3]. Group 2: Industrial Development and Strategic Advantages - Ruichang leverages its historical industrial roots, particularly from its copper mining heritage, to expand its industrial landscape, including the establishment of various high-tech industrial parks [4][6]. - The city is strategically positioned with a 19.5 km stretch of quality Yangtze River coastline and 19 deep-water ports, facilitating the development of chemical new materials, green shipbuilding, and other emerging industries [6]. Group 3: Investment Environment and Success Stories - The local government’s commitment to developing the shipbuilding industry and improving the business environment has attracted significant investor interest, with successful partnerships and projects being established [7][12]. - Recent bond issuance, which marked a milestone for county-level investment bonds in Jiangxi, received a strong market response, indicating investor confidence in Ruichang's economic development [10][12].

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月28日， 国恩股份（002768） 发布2024年年度报告。2024年，公司实现 营业总收入192.2亿元 ，同比增长10.21%； 归母净利润6.76亿元，同比增长 45.18% ；扣非净利润5.31亿元，同比增长14.71%。 同日，国恩股份还发布公告称，董事会审议通过了 关于授权公司管理层启动公司境外发行股份（H股）并在香港联交所上市相关筹备工作的议案 。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 19, 219, 866, 050. 92 | 17, 438, 778, 172. 60 | 10.21% | 13. 406. 439. 368. 86 | | 归属于上市公司股东 的净利润(元) | 676, 378, 788. 55 | 465, 893, 132. 30 | 45. 18% | 662, 429, 77 ...

Company Performance - Zhongxin Fluorine Materials (002915) experienced a significant stock surge, reaching a limit-up price of 19.43 CNY per share, marking a 10.02% increase on April 29, with a trading volume of 7.24 billion CNY and a turnover rate of 13.16% [1][2] Industry Trends - The company has positioned itself in the high-performance lightweight materials market, with a production capacity of 5,000 tons per year for DFBP, a key raw material for PEEK, which has already been partially certified by clients [1][3] - The "14th Five-Year" plan for the new materials industry highlights special engineering plastics as a key development direction, indicating a favorable policy environment for capacity expansion and technological advancements [3][4] - The demand for PEEK is expected to surge, particularly in the humanoid robot sector, with projections estimating a requirement of 12,000 tons annually by 2030, which is 80% of the current global capacity [3][4] Market Outlook - The domestic market for PEEK materials is projected to reach 2.1 billion CNY by 2025, with a year-on-year growth of 10.53%, indicating a promising future for the industry [4]

Core Viewpoint - The company reported significant revenue and profit growth in 2024, with total operating income reaching 60.514 billion yuan, a year-on-year increase of 26.23%, and a net profit attributable to shareholders of 0.825 billion yuan, up 160.36% [1] Group 1: Financial Performance - In Q1 2025, the company achieved total operating income of 15.666 billion yuan, a year-on-year increase of 49.06%, but a quarter-on-quarter decline of 21.86%. The net profit attributable to shareholders was 0.247 billion yuan, up 138.2% year-on-year and 74.19% quarter-on-quarter [1] - The company's revenue from major business segments in 2024 included modified plastics (32.075 billion yuan), materials trading (12.371 billion yuan), green petrochemicals (11.436 billion yuan), and new materials (3.654 billion yuan), with respective year-on-year growth rates of 18.95%, 61.77%, 22.30%, and 15.73% [2] Group 2: Business Segments - The modified plastics segment remains the largest, with a production capacity of 3.72 million tons per year and sales volume of 2.5515 million tons in 2024, reflecting a year-on-year increase of 20.78% [3] - The company is actively expanding its market share in emerging fields such as humanoid robots and low-altitude economy, leveraging its competitive advantages in modified plastics [3] Group 3: International Expansion - In 2024, the company's revenue from mainland China and overseas was 51.306 billion yuan and 8.792 billion yuan, respectively, with year-on-year growth of 29.68% and 10.73% [4] - The company is accelerating local supply and service capabilities in overseas markets, achieving significant results in the U.S., Europe, India, Vietnam, and Malaysia [4] Group 4: Strategic Development - The company is a leading domestic player in the special engineering plastics sector, achieving import substitution in markets such as LED lighting and new energy vehicles, with sales of 23,900 tons, a year-on-year increase of 16.59% [5] - The company has plans to increase production capacity for various specialty resins, with projects expected to come online between 2025 and 2026 [5] Group 5: Profit Forecast and Investment Rating - The company is expected to see net profits attributable to shareholders of 1.451 billion yuan, 2.069 billion yuan, and 2.460 billion yuan for 2025-2027, with corresponding PE ratios of 19.4, 13.6, and 11.4 [6] - The company is rated as "overweight" based on its competitive position and comprehensive product offerings in the global chemical new materials industry [6]

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 一起来看下上午的市场情况及资讯。 4月29日上午，A股市场震荡调整，三大指数涨跌不一，截至午间收盘，沪指跌0.03%，深成指涨 0.09%，创业板指涨0.05%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3287.45 | 9863.90 | 1290.17 | | -0.96 -0.03% | +8.70 +0.09% | +13.14 +1.03% | | 科创50 | 创业板指 | 万得全A | | 1001.22 | 1935.35 | 4938.27 | | -1.61 -0.16% | +0.89 +0.05% | +12.24 +0.25% | （图片来源：东方财富APP，统计截至2025/4/29，不作投资推荐） 板块上来看，PEEK板块强势上涨，汽车零部件、化工、宠物经济等板块表现活跃；而电力板块集 体调整，餐饮旅游、零售、白酒等板块跌幅居前。 | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | ...

【导读】PEEK板块震荡拉升，汽车零部件板块多股涨停 中国基金报记者 李智 一起来看下上午的市场情况及资讯。 4月29日上午，A股市场震荡调整，三大指数涨跌不一，截至午间收盘，沪指跌0.03%，深成指涨0.09%，创业板指涨0.05%。 | 上证指数 | | 深证成指 | 北证50 | | --- | --- | --- | --- | | 3287.45 | | 9863.90 | 1290.17 | | -0.96 | -0.03% | +8.70 +0.09% | +13.14 +1.03% | | 科创50 | | 创业板指 | 万得全A | | 1001.22 | | 1935.35 | 4938.27 | | -1.61 | -0.16% | +0.89 +0.05% | +12.24 +0.25% | 板块上来看，PEEK板块强势上涨，汽车零部件、化工、宠物经济等板块表现活跃；而电力板块集体调整，餐饮旅游、零售、白酒等板块跌幅居前。 | 恒生指数 | 恒牛国企 | 恒生科技 | | | --- | --- | --- | --- | | 22047.52 | 8108.36 | 5043.37 ...

Core Viewpoint - Company reported a revenue of 19.22 billion yuan for 2024, marking a year-on-year growth of 10.21%, and a net profit of 676 million yuan, up 45.18% from the previous year [1][2] Group 1: Financial Performance - The company's net profit attributable to shareholders reached 676 million yuan, with a growth rate of 45.18% [1][2] - The net profit after excluding non-recurring gains and losses was 531 million yuan, reflecting a year-on-year increase of 14.71% [1][2] - The chemical and health sectors generated revenues of 17.37 billion yuan and 850 million yuan, respectively, with growth rates of 11.62% and a decline of 12.39% [2] Group 2: Business Strategy - Company focuses on a dual business model of "chemical + health," leveraging vertical integration to enhance its industry platform [4][6] - The strategy includes "New Materials +" for precise layout in the chemical industry and "Collagen +" for multi-dimensional development in the health sector [2][6] - Company aims to enhance its global presence by initiating preparations for H-share issuance and listing [7] Group 3: Market Position and Future Plans - Company is recognized as a leading player in the domestic chemical new materials industry and has been expanding its overseas market presence [6][7] - The company plans to discuss specific details regarding the H-share issuance with relevant intermediaries [7] - The 2024 profit distribution plan includes a cash dividend of 2.8 yuan per 10 shares, totaling approximately 74.2 million yuan [7][8]

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.2400 | 0.3800 | -36.84 | 0.5300 | | 每股净资产（元） | 10.1 | 9.06 | 11.48 | 8.81 | | 每股公积金(元) | 7.21 | 5.04 | 43.06 | 5.04 | | 每股未分配利润(元) | 2.04 | 2.70 | -24.44 | 2.51 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 4.76 | 3.84 | 23.96 | 3.74 | | 净利润(亿元) | 0.26 | 0.41 | -36.59 | 0.57 | | 净资产收益率(%) | 2.52 | 4.12 | -38.83 | 6.08 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 2950.17万股，累计占流通股比： 30.02%， ...