? 合盛硅业股份有限公司（以下简称"公司"）2025年半年度业绩预告适 用《上海证券交易所股票上市规则》第5.1.1条中"（一）净利润为负 值；"的情形。 ? 公司预计2025年半年度实现归属于母公司所有者的净利润-40,000万元到- 除非经常性损益后的净利润-55,000万元到-45,000万元。 证券代码：603260 证券简称：合盛硅业 公告编号：2025-043 合盛硅业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （ 一 ） 利 润 总 额 ： 143,702.23 万 元 。 归 属 于 母 公 司 所 有 者 的 净 利 润 ： 万元。 （二）每股收益：0.83 元。 三、本期业绩预亏的主要原因 多晶硅整体开工率处于低位；同时，受工业硅、多晶硅供需阶段性失衡以及期 现套保等方面影响，工业硅、多晶硅期现市场价格均持续下行，特别自二季度 开始，光伏抢装潮逐渐退坡，终端需求阶段性降温，价格跌幅明显扩大。受此 影响，公司工业硅销售价格同比出现较大下滑，光伏板块受停工损失和计提存 货跌价准 ...

新华社记者 入夏以来，全国多地气温一路攀升。在火热生产一线，企业和劳动者不惧"烤"验，综合施策战酷暑，全 力确保生产平稳有序运行。 新华社北京7月14日电 题：热浪滚滚，生产一线如何奋战当"夏"？ "不仅供电稳定可靠了，电力公司还经常帮我们分析用电特征，根据峰谷分时电价政策，确定最优生产 时段，帮助降低用电成本。"李明东说，高质量的供电服务让公司扩产上新的信心更足了。 据预计，今年迎峰度夏期间全国最高用电负荷将同比增加约1亿千瓦。国家能源局有关负责人表示，将 密切关注天气变化和电力供需形势，指导各地和电力企业充分做好机组稳发满发、跨省跨区电力余缺互 济，及时协调解决出现的问题，全力服务支撑经济社会高质量发展。 走进科建高分子材料（上海）股份有限公司生产区域，耳旁是各种设备交织嗡鸣，眼前是一卷卷胶带、 一个个橡胶压力垫从生产线上下线，隔壁的原料仓库内加盖起遮阳布，发货区司机正在检测车厢温度。 "高温天气对我们生产的影响是全方位的，既有员工安全、设备运行稳定性，还有原材料存放、产品运 输等。"公司董事长吴海涛介绍，入夏以来，厂里调慢了流水线速度，增加一两次集体休息时间，确保 工人健康；加密设备巡检频次，润滑油换得 ...

S1130525070007 1 风险提示：测算模型失效风险；重仓股补全与实际差异较大风险；基金持仓、久期大幅度偏离的风险。基金相关信息及数据仅作为基金研究 使用，不作为募集材料或者宣传材料；本文涉及所有基金历史业绩均不代表未来表现 2 • 本周（2025/07/07-2025/ 07/11，下同），沪深300上涨0.82%，主动股票及偏股混合基金整体测算股票仓位上升0.24%，至87.45% 。 • 本周主动股票及偏股混合型基金前5大行业：电子（13.65%）、电力设备（8.70%）、医药生物（7.16%）、汽车（6.54%）、机械设备（5.37%）。 • 加仓前3大行业：通信(+0.36%）、建筑材料(+0.20%）、有色金属(+0.12%）；减仓前3大行业：综合(-0.21%）、国防军工(-0.19%）、医药生物(- 0.15%）。 • 本周中债10年期国开债到期收益率上行3bps，中长期纯债整体测算久期中位数上升0.26，至3.31年，位于近5年的99.40%分位数。近4周平均久期 中位数为3.26年；本周久期分歧度有所上升，测算久期标准差上升0.10，至1.69年。短期纯债久期中位数上升0.30，至 ...

（原标题：和讯投顾冯珂：连续4天收出长上影线，短期板块快速轮动还会持续） 今天尾盘指数又跳水了，已经连续4天收出长上影线了，而且大盘又缩量2000多亿。这盘面我咋看不懂了？和讯投顾冯珂分析，今天银行虽然要继 续上涨，但是尾盘集合竞价再度跳水，说明了主力在不停的拉高出货，这就是我昨天跟你说的鱼尾行情。同时证券板块大跌，很多散户一看旗手 倒下了，而且热点也比较散乱，没有持续性，所以今天也不敢动手，所以成交量就下来了。而且今天出现了一个与众不同的现象，今天市场跌停 家数达到了18家，为7月份之最。盘户数据也显示游资呢净买入才12亿，也同时创下了7月份的一个新低。而且今天虽然连板有18家，但是大部分 都是新面孔板块，包括了地产、贸易、电力、医药、海运、中特沽等等这些板块，基本上今天都是下跌的。 越是下跌板块，主力越是抱团，这也太奇怪了，不过今天我大科技报表反而吃到牛腿了。其实今天涨停家数呢72家呢并不少外资，今天也通过呢 陆股通加仓了。之所以出现这种反逻辑现象，只有一个理由就是主力在调仓换股热点也全面铺开了。对于长久被套的，尤其是大科技的很多散户 朋友们，反而回血了，所以我上周说等风来风水轮流转，今天不就轮到你了吗？ ...

Core Viewpoint - Jinfa Technology (600143.SH) is expected to achieve a net profit of 5.50 billion to 6.50 billion yuan in the first half of 2025, reflecting a year-on-year increase of 44.82% to 71.15% [1] Group 1: Financial Performance - The company anticipates a non-recurring net profit of 5.01 billion to 6.01 billion yuan, representing a year-on-year growth of 43.48% to 72.12% [1] - The growth is attributed to the steady increase in sales and gross profit from modified plastics, improved operational quality in green petrochemicals, and growth in sales and gross profit from special engineering plastics [1] Group 2: Business Segments - The modified plastics business is a core driver of Jinfa Technology's stable growth, with continuous product development and market share expansion in sectors such as automotive, electronics, and new energy [2] - The special engineering plastics segment has become a significant performance driver, with a 91% year-on-year increase in sales volume in Q1 2025 [3] Group 3: Technological Advancements - Jinfa Technology has launched a new generation of low-carbon LCP materials and is the second company globally to receive ISCC PLUS certification for LCP materials [4] - The company is focusing on the industrialization of new materials such as long-chain polyamide and PEEK, with applications in high-end sectors like robotics and aerospace [4] Group 4: Global Expansion - The company is actively pursuing global expansion, with successful establishment of overseas bases in Vietnam and Spain, and ongoing construction in Poland, Mexico, and Indonesia [2] Group 5: Future Outlook - With the recovery of the manufacturing sector and the acceleration of new production capabilities, Jinfa Technology is positioned to strengthen its leading position in the chemical new materials sector [5] - The company maintains a stable cash dividend policy, having distributed a total of 67.53 billion yuan in dividends since its listing, indicating a commitment to returning value to investors [4][6]

Core Viewpoint - Ningbo Changhong High Polymer Technology Co., Ltd. (Changhong High Tech) expects a significant decline in net profit for the first half of 2025, projecting a profit of 4 million to 6 million yuan, representing a year-on-year decrease of 93.79% to 95.86% due to production disruptions and market demand issues [1][2] Group 1: Financial Performance - The company anticipates a net profit of 4 million to 6 million yuan for the first half of 2025, a decrease of 93.79% to 95.86% compared to the previous year [1] - The decline in performance is attributed to a prolonged shutdown for technical upgrades at its subsidiary, Zhejiang Changhong Biomaterials Co., Ltd., which affected production capacity [1] - Market demand has been insufficient, leading to a larger drop in product sales prices compared to raw material prices, resulting in a decline in gross margin [1] Group 2: Strategic Outlook - Changhong High Tech has established a dual-driven development pattern in the thermoplastic elastomer (TPES) and biodegradable PBAT sectors, focusing on a comprehensive industrial layout for biodegradable plastics [1] - The management emphasizes that the technical upgrades, while impacting short-term profits, will support cost reduction and market expansion in the future [1] - With the implementation of national policies aimed at boosting domestic demand and consumption, the overall industry outlook is improving, and the company's product market is expected to gradually recover [1][2] Group 3: Future Growth Potential - Following the completion of technical upgrades and stabilization of production, Changhong High Tech achieved better profitability in the second quarter, indicating positive signals for recovery [2] - The company aims to restore growth momentum in the second half of the year through technological upgrades, capacity optimization, and market expansion [2] - Changhong High Tech is focused on consolidating its leading position in the industry and injecting new momentum for long-term high-quality development [2]

简历显示，赵诣先生:中国,工学硕士,曾任申银万国证券研究所中小盘研究员、机械研究员,农银汇理基金管理有限公司研究员、基金经理助理、基金经理、 投资部副总经理(主持工作)、投资部总经理等。现任泉果基金管理有限公司公募投资部基金经理。 7月14日，恩捷股份连续4个交易日下跌，区间累计跌幅-2.83%。云南恩捷新材料股份有限公司于2016年9月在中国A股上市挂牌,股票简称:恩捷股份,股票代 码:002812,涵盖"新能源"和"包装"两大业务体系,以及"膜类产品""包装印刷产品""纸制品包装"三大产品板块,服务于全球大型锂电池生产企业、卷烟生产企 业、食品饮料生产企业、塑料包装企业、印刷企业等,坚持质量为本和技术创新,产品品质享誉业界。 财报显示，泉果基金旗下泉果旭源三年持有期混合A为恩捷股份前十大股东，今年一季度增持。今年以来收益率2.25%，同类排名3560(总4561)。 泉果旭源三年持有期混合A基金经理为赵诣。 | ○ 基金经理：赵诣 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 累计任职时间：7年又 ...

2025 年 7 月 14 日 警惕宏观扰动 镍价弱势震荡 核心观点及策略 一、 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 zhao.kx@jygh.com. cn 从业资格号：F03112296 投资咨询号：20021040 镍周报 敬请参阅最后一页免责声明 1 / 8 ⚫ 宏观面，关税风波扰动再起，特朗普接连发出两批关税信 函，但7月信函所提关税税率整体较4月有所下调，皆在促使 相关国家尽快与美达成贸易协议。此外，对等关税豁免期延 后至8月1日。美联储议息会议纪要指出，当前多数官员仍认 为美联储有能力等待经济数据进一步明朗，并认为年底降息 是较为合适 ...

在要约收购方面，智元恒岳及致远新创以要约方式增持1.49亿股，占总股本37%。其中，SWANCOR萨 摩亚将以其所持上市公司1.35亿股无限售条件流通股份（占上市公司股份总数的33.63%）就本次要约收 购有效申报预受要约。 智元恒岳、致远新创拟至少收购上纬新材63.62%的股份，至多收购66.99%的股份，最高收购价为11.6亿 元。结合9.41亿元的协议转让价，总交易价格将达21亿元。上述交易完成后，上纬新材控股股东将由 SWANCOR萨摩亚变更为智元恒岳，智元机器人实控人、董事长兼CEO邓泰华将成为实际控制人。 智元机器人的本次资本运作在业内引起较大震动。相比审核周期较长的IPO选项，这项策略能够提升智 元登陆资本市场的确定性。业内人士认为，上纬新材也并非空壳，公司在环保材料和复合材料领域具备 产线、客户与现金流，有望和智元形成业务协同。 转自：新华财经 新华财经北京7月14日电（康耕甫）14日，科创板上市公司上纬新材股价继续涨停。截至当日收盘，公 司股价16.14元/股，涨幅20%，已经连续4个交易日实现"20cm"涨停，区间涨幅107.46%。 公开信息显示，上纬新材主营高性能复合材料，属于新材料领 ...

Market Overview - The Shanghai Composite Index closed at 3519.65 points, up 0.27%, with a trading volume of 623.1 billion yuan [1] - The Shenzhen Component Index closed at 10684.52 points, down 0.11%, with a trading volume of 835.6 billion yuan [1] - The ChiNext Index closed at 2197.07 points, down 0.45%, with a trading volume of 387.28 billion yuan [1] - The STAR Market 50 Index closed at 992.39 points, down 0.21%, with a trading volume of 22.92 billion yuan [1] - Total trading volume for both markets was 1458.75 billion yuan, a decrease of 253.38 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included machinery, public utilities, oil and petrochemicals, textiles, chemicals, non-ferrous metals, and pharmaceuticals [2] - Active concepts included PEEK materials, humanoid robots, geothermal energy, and innovative drugs [2] - Weak sectors included real estate, media, securities, education, insurance, and retail [2] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 26.576 billion yuan [3] - The net outflow from the ChiNext was 12.112 billion yuan, and from the CSI 300 was 6.366 billion yuan [4] - Only four sectors saw net inflows: machinery (394 million yuan), home appliances (117 million yuan), coal (38 million yuan), and oil and petrochemicals (37 million yuan) [4] Individual Stock Performance - A total of 2089 stocks saw net inflows, with 37 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 497 million yuan [6] - Conversely, 3048 stocks experienced net outflows, with 92 stocks seeing over 100 million yuan in net outflows [7] - BYD had the highest net outflow at 1.308 billion yuan [8] Institutional Activity - Institutions had a net buy of approximately 33.89 million yuan, with 17 stocks being net bought and 14 stocks net sold [9] - The stock with the highest institutional net buy was Xiangyang Bearing, with about 111 million yuan [10]