智通财经5月27日电，市场早盘震荡调整，创业板指领跌。沪深两市半日成交额6105亿，较上个交易日 缩量366亿。盘面上热点集中在消费和医药两大方向，个股跌多涨少，全市场超3500只个下跌。从板块 来看，新消费股集体走强，饮料、IP经济等方向领涨，均瑶健康等多股涨停。医药股一度冲高，华森制 药涨停。化纤股震荡走强，苏州龙杰涨停。下跌方面，核电股展开调整，久盛电气等多股跌超5%。板 块方面，饮料制造、化纤、IP经济、中药等板块涨幅居前，PEEK材料、CPO、核电、苹果概念等板块 跌幅居前。截至收盘，沪指跌0.33%，深成指跌0.87%，创业板指跌0.98%。 午评：创业板指半日跌近1% 新消费股逆势大涨 ...

5月26日，台华新材连续6个交易日下跌，区间累计跌幅-8.21%。浙江台华新材料集团股份有限公司自2001年创建,目前已经在浙江嘉兴秀洲区、江苏苏州盛 泽镇以及江苏淮安洪泽区建成三大生产基地,实现了从再生、聚合、纺丝、加弹、织造、染整上下游一体化全产业链的发展,能够研发、生产环保健康、户外 运动、特种防护等三大系列、多种高档功能性锦纶面料,是国内少有的能够生产高档尼龙66-FDY产品的"国家火炬计划重点高新技术企业"。 | ○ 基金经理:袁维德 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 累计任职时间：8年又151天 | 任职記給日期：2016-12-28 现任基金公司：中欧基金管理有限公司 总规模 任期回报 | | 基金经理简介:袁维德先生:中国国籍.硕士研究生。中欧中生代基金经理,兼顾价值与成长,研 究范围覆盖金融工程、TMT、新能源、科技、大消费、等多个行业。2011年11月28日至2015 年7月17日任新华基金管理有限公司行业研究员。2015年7月加入中欧基金管理有限公司，任研 究员。2016年12月28日至 ...

生产保持增长势头 前三月，国产厂商研发AI眼镜等智能产品超百款；前三月，化纤织造及印染精加工等行业增速超10%； 前三月，农副食品加工业利润同比增长40.3%…… 今年一季度，面对外部压力，各方聚力攻坚、协同发力，推动消费品工业实现加快向"新"向好发展，规 上消费品工业增加值同比增长5.2%，较去年全年提升0.7个百分点，交出亮眼"开门红"答卷。 在东鹏饮料（605499）罐装生产区，金属罐体在传送带上被有序封盖、贴标后，快速搬运上车，输往各 商超、便利店；在魏桥纺织绿色智能化工厂的细纱车间，62台细纱机飞速运转，每台机器上，1800多个 雪白的纱锭一字排开，抽出细如发丝的纱线；在广州卡迪莲的无尘车间，先进的自动化灌装设备正将企 业精心研制的乳液、面霜精准注入瓶身…… 产能是行业实现稳增长的关键因素之一。一季度，在各方的大力支持下，我国消费品企业通过新增设 备、改造技术等方式加力扩能扩产，生产势头迅猛、产量喜人，实现"起步就冲刺"。 各部门"大显身手"，持续推出惠企举措。 大规模设备更新和消费品以旧换新等政策加力扩围实施，有力带动消费品企业加快生产步伐；工业和信 息化部等三部门发布通知，提出运用科技创新和技术 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 f维复合材料研发 程研究中心 2017-2022年中国锦纶产量统计 未来创新发展方向 (官民)里化城:■ 同比增长(%) 410 8% 350 332.92 330.3 抗融滴阻燃尼龙纤维 01 6% 4% 超高强尼龙66纤维 02 2% 0% 生物基尼龙纤维 (尼龙56) 03 1 字 2018年 2019年 2017年 2020年 2021年 2022年 2023年，全国锦纶产量约为432万吨，占比6.29% 化学法再生尼龙纤维 04 ―中国化纤协会 复合材料研发 程研究中心 化学法再生尼龙6纤维的开发与应用 尼龙6 (PA6) 是第一大工程塑料、第二大合成纤维品种,被广泛应用于化纤、电子电气、汽车、机械 等行业，我国每年废旧PA6产生量约400万吨，在塑料废弃总量中位列第三，其中32%填埋，31%焚烧， 37%被遗弃,回收利用率很低,这不但会污染破坏生态环境,还造成了大量的资源浪费。 在催化剂作用下，使废旧PA6解聚成 废旧PA6回收方法 CPL单体,经过提纯后再重新聚合造粒, 制成再生PA ...

Core Viewpoint - The company maintains a "buy" rating due to significant recovery in the price spread of polyester industrial yarn and positive performance from its Vietnam operations [1][2]. Summary by Sections Investment Highlights - The company maintains a "buy" rating, projecting EPS for 2025, 2026, and newly added 2027 to be 0.44, 0.47, and 0.52 yuan respectively [2]. - The target price has been raised to 6.59 yuan from the previous 4.61 yuan, based on a 15 times PE ratio for 2025 [2]. - The average price of polyester industrial yarn reached 8400 yuan/ton as of May 23, reflecting a month-on-month increase of 2.44% [2]. - The gross profit for polyester industrial yarn in April was 538 yuan/ton, a year-on-year increase of 185.46%, with a gross margin of 6.15%, marking the highest monthly gross profit in the past year [2]. - The company holds a significant market share and brand influence in the polyester filament industry, with a production capacity of 320,000 tons expected in 2024, benefiting from the recovery in product price spreads [2]. - The company’s polyester filament products include non-automotive yarns and automotive yarns, with the latter being recognized for their superior performance compared to domestic peers [2]. Vietnam Operations - The Vietnam subsidiary is operating at full capacity, projecting a net profit of 100 million yuan for 2024 [3]. - In Q1 2025, the sales structure of the Vietnam subsidiary improved, leading to a significant increase in profitability compared to the same period last year [3]. - The company aims to leverage the "Belt and Road" initiative to enhance its "technology + capacity + market" strategy, focusing on global expansion to mitigate external risks and capture high-end market opportunities [3]. - The construction of a high-performance tire cord fabric project with an annual capacity of 18,000 tons in Vietnam is progressing smoothly [3]. Product Development - The company is committed to developing new products based on customer needs, aiming for industry-leading innovations [3]. - The company has established production capabilities for LCP fibers, while PEEK fibers are in the sample testing phase, targeting applications in environmental materials and clean energy [3]. - The company's seawater polyester industrial yarn products are widely used in marine applications and have passed ABS testing certification [3].

华谊钦州化工新材料一体化基地项目是我区最大的单体工业项目，规划总投资1000亿元，一、二期 已建成投产，三期项目正在加快建设。陈刚来到基地项目现场，听取钦州市推进中国—马来西亚钦州产 业园区发展等情况介绍，实地考察华谊项目建设推进和产品生产情况，鼓励企业进一步发挥综合实力和 科技创新能力优势，继续加大在广西投资布局力度，广西将大力支持企业做大做强。恒逸钦州高端绿色 化工化纤一体化项目位于钦州港石化园区，总投资340亿元，投产后可实现年产聚酰胺切片200万吨。在 恒逸钦州高端绿色化工化纤一体化项目工地，陈刚对项目标准化施工管理给予充分肯定，希望企业在确 保施工安全前提下，加快推进项目建设进度，力争早日投产，要求当地全力做好项目建设服务保障工 作。 陈刚在调研中强调，蓝天立涉嫌严重违纪违法，严重损害了党的形象、广西的形象，破坏了广西政 治生态和发展环境。钦州市委和各级党组织要坚决拥护党中央决定，坚决拥护中央纪委国家监委的决 定，深刻汲取蓝天立涉嫌严重违纪违法教训，亮明态度，划清界限。要扎实开展深入贯彻中央八项规定 精神学习教育，坚定不移正风肃纪反腐，切实把作风硬要求变成硬措施、让铁规矩长出铁牙齿，保持反 腐败高压 ...

Group 1 - Zhongjin Gold plans to inject four companies, including Inner Mongolia Jintao, into the company to resolve competition issues, acquiring stakes of 49.34%, 80%, 70%, and 70% respectively [3] - Keli Yuan intends to invest an additional 500 million yuan in a storage industry fund, increasing its total commitment from 200 million yuan to 700 million yuan, holding 49.93% of the fund [4] - China Shenhua plans to acquire a 7.43% stake in the National Energy Group Financial Company for 2.929 billion yuan, which is expected to increase its net profit by 97 million yuan [5] Group 2 - Weier Co. plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders [6] - China Communication Signal plans to invest approximately 3.789 billion yuan in 11 major rail transit projects, accounting for 11.67% of its audited revenue for 2024 [8] - Intercontinental Oil and Gas intends to invest approximately 848 million USD in the Iraq South Basra Integrated Project, with a total investment of about 1.266 billion USD [9] Group 3 - Jiaying Pharmaceutical's subsidiary signed a technology development contract with Hunan University of Chinese Medicine to develop a new traditional Chinese medicine [10] - Ruide Intelligent signed a strategic cooperation agreement with Shunde Vocational and Technical College to enhance collaboration in technology and talent development [11] - Jiaojian Co. and its partners won a bid for a drainage project worth 225 million yuan, with an expected contribution of 101 million yuan to the company's revenue [12] Group 4 - Hengshun Vinegar's controlling shareholder plans to increase its stake in the company by investing between 50 million and 100 million yuan [14] - Changhua Group's shareholder platform intends to reduce its stake by up to 3%, amounting to a maximum of 14.1 million shares [15] Group 5 - Yunzhongma plans to raise no more than 640 million yuan through a private placement to fund projects for producing DTY yarn and high-performance leather base fabric [17]

音紧像胶呈报 图1 研究中心能化团队 2025/05/23 P 不 A A POY 1 PTA加 仓单+有 PX CFR PTA内盘现 PTA平衡 PTA负 石脑油 石脑油裂 聚酯毛利 TA基美 50D/4 日期 原油 PX加工美 产销 台湾 工差 效预报 日本 न्ह 解价差 负荷 荷 8F rest 2025/0 4990 7050 70046 0.25 65.4 ୧୧୧ 839 85.92 274.0 386 103 87.9 76.9 200 5/16 2025/0 65.5 569 841 4995 7025 88.97 272.0 380 75 87.9 76.9 68831 200 0.35 5/19 l RiH 2025/0 65.4 827 7025 205 87.9 0.25 570 4860 90.39 257.0 320 76.9 67816 165 5/20 2025/0 577 835 258.0 321 67714 64.9 4895 7015 100.84 170 87.9 76.9 125 0.40 5/21 2025/0 图H 64.4 563 823 87.9 0.30 ...

5月23日午间涨停分析 智通财经5月23日电，今日午盘全市场共33股涨停，连板股总数6只，17股封板未遂，封板率为66%（不含ST股、退市股）。焦点股方面，机器人叠加核电概 念的中超控股15天9板，牛磺酸龙头永安药业8天6板，并购重组的滨海能源晋级5连板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 海森药业 | 2天2板 | 10.01% | 09:25 | 原料药 | | 001367 | | | | | | 众生药业 | 首板 | 10.02% | 09:25 | 创新药 | | 002317 | | | | 上市 | | 多瑞医药 | 首板 | 20.00% | 09:38 | 感冒药 | | 301075 | | | | | | 誉衡药业 | 首板 | 9.84% | 10:02 | 医药 | | 002437 | | | | | | 新天地 | | 18.13% | | 感冒药 | | 301277 | | | | +CRO | | 森萱医药 | | 15.07% | | 感冒药 | | 830946 | ...

涤纶板块直线拉升，尤夫股份（002427）涨停，苏州龙杰（603332）、汇隆新材（301057）、海利得 （002206）、新凤鸣（603225）、桐昆股份（601233）等纷纷走高。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> ...