格隆汇8月5日｜上纬新材(688585.SH)今日复牌尾盘再度20CM涨停，股价突破110关口，报110.48元。该 股自7月初启动一波凌厉的上涨行情，至今，年内累计涨幅已达1565%。 7月8日晚间，上纬新材公告称，智元机器人通过公司及核心团队共同出资设立的持股平台，以协议转让 和要约收购的方式取得公司控制权，至少收购其63.62%股份。智元机器人成立于2023年2月，是人形机 器人头部公司。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 上纬新材昨晚发布公告称，公司基本面未发生重大变化，主营业务仍为环保高性能耐腐蚀材料、风电叶 片用材料等的研发、生产及销售。公司2025年上半年营业收入为7.84亿元，同比增长12.50%，但净利润 同比下降32.91%，主要系海外美金应收账款造成的汇兑损失等原因。此外，公司股票价格已严重脱离 基本面，投资者需注意市场风险。 ...

Group 1: Report's Investment Rating - No information about the industry investment rating is provided in the report. Group 2: Core Viewpoints - The methanol market shows a pattern where the inland is stronger than the ports. Overseas methanol production has a short - term decline from the peak but remains at a relatively high level, leading to continued pressure on port arrivals and inventory accumulation. Inland coal - based methanol had concentrated maintenance in July, with supply at a low level, and some maintenance is still scheduled in August in the northwest. The overall demand in the inland has sufficient resilience, while the port basis is weak [3]. Group 3: Summary by Directory 1. Methanol Basis & Inter - period Structure - The report presents multiple figures related to methanol basis and inter - period spreads, including methanol basis in different regions (such as Taicang, Lunan, Inner Mongolia North Line, etc.) against the main futures contract, and spreads between different methanol futures contracts (e.g., 01 - 05, 05 - 09, 09 - 01) [7][11][22]. 2. Methanol Production Profit, MTO Profit, Import Profit - Figures display the production profit of Inner Mongolia coal - based methanol, the MTO profit in the East China region, and various import price differences, such as the difference between Taicang methanol and CFR China, and price differences between different international regions and CFR China [26][33]. 3. Methanol Production and Inventory - The report shows data on methanol port total inventory, MTO/P operating rate (including integrated ones), inland factory sample inventory, and China's methanol operating rate (including integrated ones) [35][36]. 4. Regional Price Differences - Multiple figures illustrate regional price differences, such as the price difference between Lubei and Northwest, East China and Inner Mongolia, Taicang and Lunan, etc. [40]. 5. Traditional Downstream Profits - Figures show the production gross margins of traditional downstream products, including Shandong formaldehyde, Jiangsu acetic acid, Shandong MTBE isomerization etherification, and Henan dimethyl ether [53]. Group 4: Market Data Inland Market - Coal price: Q5500 Ordos thermal coal is 460 yuan/ton (unchanged). - Production profit: Inner Mongolia coal - based methanol production profit is 690 yuan/ton (+20). - Spot prices: Inner Mongolia North Line is 2085 yuan/ton (+20), Inner Mongolia South Line is 2080 yuan/ton (+30), Shandong Linyi is 2360 yuan/ton (+15), Henan is 2220 yuan/ton (-15), Hebei is 2235 yuan/ton (unchanged). - Basis: Inner Mongolia North Line basis is 295 yuan/ton (+23), Lunan basis is 170 yuan/ton (+18), Henan basis is 30 yuan/ton (-12), Hebei basis is 105 yuan/ton (+3). - Inventory and orders: Longzhong inland factory inventory is 324,520 tons (-15,310), Northwest factory inventory is 216,000 tons (+8,000); Longzhong inland factory pending orders are 230,725 tons (-14,107), Northwest factory pending orders are 112,000 tons (-6,500) [1]. Port Market - Spot prices: Taicang methanol is 2368 yuan/ton (-17), Changzhou methanol is 2440 yuan/ton, Guangdong methanol is 2375 yuan/ton (-10). - Basis: Taicang basis is - 22 yuan/ton (-14), Guangdong basis is - 15 yuan/ton (-7). - International price: CFR China is 269 US dollars/ton (-3). - Import price difference: East China import price difference is 11 yuan/ton (+8). - Inventory: Longzhong port total inventory is 808,400 tons (+82,600), Jiangsu port inventory is 419,000 tons (+10,000), Zhejiang port inventory is 153,000 tons (+15,000), Guangdong port inventory is 155,000 tons (+32,500). - Downstream operating rate: Downstream MTO operating rate is 85.27% (+0.32%) [2]. Regional Price Differences - Lubei - Northwest - 280 spread is - 45 yuan/ton (-20), Taicang - Inner Mongolia - 550 spread is - 267 yuan/ton (-37), Taicang - Lunan - 250 spread is - 242 yuan/ton (-32), Lunan - Taicang - 100 spread is - 108 yuan/ton (+32), Guangdong - East China - 180 spread is - 173 yuan/ton (+7), East China - Sichuan - Chongqing - 200 spread is - 62 yuan/ton (-17) [2]. Group 5: Strategies - Unilateral: Stay on the sidelines. - Inter - period: Do reverse spreads on the MA09 - 01 inter - period spread when it is high. - Cross - variety: Narrow the PP2601 - 3MA2601 spread when it is high [4].

Core Viewpoint - ST Lianchuang (300343.SZ) has indicated that the company is not currently involved in the production of fluorinated liquid electronic cooling products, but its fourth-generation refrigerants can be utilized for cooling AI computing hardware [1] Company Summary - ST Lianchuang does not have any current involvement in fluorinated liquid electronic cooling products [1] - The company's fourth-generation refrigerants are applicable for AI computing hardware cooling [1]

（原标题：暴涨超1400%！刚刚，上纬新材股价突破百元大关） 停牌核查之后，上纬新材(688585)今日(8月5日)复牌交易。 今日A股市场早盘小幅上涨，截至发稿，上证指数上涨0.37%，深证成指上涨0.34%，创业板指上涨 0.31%。 盘面上，地面兵装、航天装备、医疗服务、普钢、消费电子涨幅居前。 热点个股方面，上纬新材股价突破百元大关，一度到105.88元/股，再创历史新高，截至发稿，该股上 涨11.6%，报102.75元/股，总市值414.45亿元，年内涨幅超1400%。 上纬新材8月4日晚间公告，近期公司就股票交易异常波动及严重异常波动的相关事项进行了核查。鉴于 相关核查工作已完成，经公司向上交所申请，公司股票将于8月5日(星期二)开市起复牌。上纬新材的停 牌核查时间与预期一致，为3个交易日。 上纬新材是2025年A股的首只10倍股，其主要涨幅在7月9日至30日期间完成，短短16个交易日内上纬新 材累计大涨1083%，对应市值由30亿元左右飙升至371亿元。 导致上纬新材股价突然飙涨的事项发生在7月8日晚上——智元机器人的运营主体以及核心团队拟至少收 购上市公司合计63.62%股份，并成为控股股东。 ...

Core Viewpoint - New Chemical Company, Xinhecheng, has been recognized for its low ash cross-linked polyphenylene sulfide (PPS) resin, which offers superior properties compared to traditional PPS, including higher tensile strength and better thermal stability [1] Group 1: Product Features - The low ash cross-linked PPS resin has higher tensile strength, better thermal stability, and lower impurities compared to traditional PPS [1] - The product significantly reduces the leaching of harmful substances, making it suitable for specific injection molding modifications and various functional coatings and composite materials [1] Group 2: Technological Advancements - Xinhecheng has overcome several technical challenges, including the creation and application of efficient reducing agents, preparation processes for cross-linked products, high-temperature washing to remove impurities, and end-group regulation of PPS [1] - In 2022, Xinhecheng achieved the industrialization and import substitution of low ash cross-linked PPS resin, marking a significant milestone in the industry [1] Group 3: Market Applications - The low ash cross-linked PPS resin supports the development of strategic emerging industries such as electronics, new energy vehicles, and high-end equipment by providing essential material support [1]

上纬新材8月4日晚间公告，近期公司就股票交易异常波动及严重异常波动的相关事项进行了核查。鉴于 相关核查工作已完成，经公司向上交所申请，公司股票将于8月5日（星期二）开市起复牌。上纬新材的 停牌核查时间与预期一致，为3个交易日。 上纬新材是2025年A股的首只10倍股，其主要涨幅在7月9日至30日期间完成，短短16个交易日内上纬新 材累计大涨1083%，对应市值由30亿元左右飙升至371亿元。 停牌核查之后，上纬新材（688585）今日（8月5日）复牌交易。 今日A股市场早盘小幅上涨，截至发稿，上证指数上涨0.37%，深证成指上涨0.34%，创业板指上涨 0.31%。 盘面上，地面兵装、航天装备、医疗服务、普钢、消费电子涨幅居前。 热点个股方面，上纬新材股价突破百元大关，一度到105.88元/股，再创历史新高，截至发稿，该股上 涨11.6%，报102.75元/股，总市值414.45亿元，年内涨幅超1400%。 上纬新材表示，经对公司2025年半年度财务情况的初步测算，预计营业收入为7.84亿元，较上年同期增 加12.50%；归母净利润2990.04 万元，较上年同期减少32.91%。 上纬新材介绍，净利润下滑主 ...

Core Viewpoint - The financing data for Guokai Military Industry indicates a net inflow of 75.46 million RMB last week, ranking 119th in the market, with a total financing purchase of 317 million RMB and repayment of 241 million RMB [1] Group 1: Financing and Market Performance - Guokai Military Industry's main financing inflow over the past five days was 14.12 million RMB, with a price increase of 0.59% during this period [1] - Over the last ten days, the main capital outflow was 297 million RMB, resulting in a price decline of 6.49% [1] Group 2: Company Overview - Jiangxi Guokai Military Industry Group Co., Ltd. was established in 2007 and is located in Nanchang City, primarily engaged in the manufacturing of chemical raw materials and chemical products [1] - The company has a registered capital of 1.757 billion RMB and a paid-in capital of 1.03 billion RMB, with Mao Yong as the legal representative [1] Group 3: Business Activities - Jiangxi Guokai Military Industry Group has made investments in six companies and participated in 37 bidding projects [1] - The company holds 26 trademark registrations and has obtained eight administrative licenses [1]

8月4日，沪深两融数据显示，瑞联新材上周累计获融资净买入额6694.94万元，居两市第133位，上周融 资买入额2.00亿元，偿还额1.33亿元。 瑞联新材所属概念板块包括：电子化学品、陕西板块、股权转让、沪股通、举牌、融资融券、预盈预 增、机构重仓、创新药、光刻机(胶)、OLED、西部大开发、新材料。 通过天眼查大数据分析，西安瑞联新材料股份有限公司共对外投资了11家企业，参与招投标项目5次， 知识产权方面有商标信息8条，专利信息188条，此外企业还拥有行政许可31个。 来源：金融界 资金流方面，瑞联新材近5日主力资金流入4374.83万元，区间涨幅5.43%；近10日主力资金流出4029.93 万元，区间跌幅2.69%。 天眼查商业履历信息显示，西安瑞联新材料股份有限公司，成立于1999年，位于西安市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本17210.7058万人民币，实缴资本5000.0003万人民 币。公司法定代表人为刘晓春。 ...

Group 1 - The establishment of Nuohuan (Shanghai) New Materials Co., Ltd. has been recently reported, with a registered capital of 5 million RMB [1] - The company is wholly owned by Henan Haosen Biomaterials Co., Ltd., indicating a strong backing from its parent company [1] - The business scope includes research and development of new materials and bio-based materials, as well as sales of chemical products and technical services [1] Group 2 - The legal representative of the company is Liu Shikun, and it is classified under the manufacturing industry, specifically in the chemical raw materials and chemical products manufacturing sector [1] - The company is registered in Qingpu District, Shanghai, and has an indefinite business duration [1] - The registration authority for the company is the Qingpu District Market Supervision Administration [1]

证券代码：300214 证券简称：日科化学 公告编号：2025-070 山东日科化学股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 票数量共计260,000股，占回购注销前公司总股本465,162,614股的比例为0.06%。 股份注销事宜已于2025年8月4日办理完成。本次回购注销完成后，公司总股本由 山东日科化学股份有限公司（以下简称"公司"）于2025年4月17日召开第 六届董事会第二次会议及第六届监事会第二次会议，审议通过了《关于回购注销 部分限制性股票的议案》。由于公司及子公司2024年度业绩考核未达到2022年第 一期限制性股票激励计划（以下简称"本激励计划"）第三个解除限售期解除限售 条件。根据公司《2022年第一期限制性股票激励计划（草案）》（以下简称"《激 励计划》"）及《2022年第一期限制性股票激励计划实施考核管理办法》（以下 简称"《考核管理办法》"）的相关规定，公司董事会同意回购3名不符合解除限售 条件的激励对象持有的260,000股已获授但尚未解除限售的限制性股票。 具体内容详见公司披露于创业板指定信息披露 ...