2024年1至12月份，富淼科技的营业收入构成为：精细化工行业占比85.1%，能源供应行业占比 10.42%，水处理膜行业占比2.72%，其他业务占比1.75%。 截至发稿，富淼科技市值为29亿元。 每经AI快讯，富淼科技（SH 688350，收盘价：23.96元）11月14日晚间发布公告称，韩江文先生因个人 原因申请辞去公司董事、总经理职务，辞职后不再担任公司任何职务。 每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 （记者 曾健辉） ...

Core Viewpoint - Kelong Co., Ltd. experienced a 5.1% decline in stock price, closing at 7.25 CNY per share, with a trading volume of 192 million CNY and a turnover rate of 11.87%, resulting in a total market capitalization of 2.062 billion CNY [1] Company Overview - Kelong Co., Ltd. is located in Liao Yang, Liaoning Province, established on March 21, 2002, and listed on October 30, 2014. The company primarily engages in the production and sales of various chemical products, including epoxy ethane, propylene oxide, and hexamethylenediamine [1] - The main revenue composition includes: 55.80% from polycarboxylic acid water-reducing agent monomers, 22.67% from other polycarboxylic acid water-reducing agent products, 21.41% from phenyl ether series products, and 0.12% from other supplementary products [1] Shareholder Information - CITIC Prudential Fund has a fund that entered the top ten circulating shareholders of Kelong Co., Ltd. in the third quarter, holding 1.4912 million shares, which accounts for 0.68% of the circulating shares. The estimated floating loss today is approximately 581,600 CNY [2] - The CITIC Prudential Multi-Strategy Mixed Fund (LOF) A (165531) was established on June 16, 2017, with a latest scale of 1.133 billion CNY. Year-to-date returns are 48.93%, ranking 1166 out of 8140 in its category; the one-year return is 46.65%, ranking 762 out of 8056; and since inception, the return is 152.18% [2] Fund Manager Information - The fund manager of CITIC Prudential Multi-Strategy Mixed Fund (LOF) A (165531) is Wang Ying, who has been in the position for 8 years and 274 days. The total asset scale of the fund is 4.904 billion CNY, with the best return during the tenure being 53.77% and the worst return being -8.42% [3]

Core Viewpoint - The stock price of Boyuan Co., Ltd. has increased by 5.22% on November 14, reaching 93.30 CNY per share, with a total market capitalization of 12.469 billion CNY, indicating a continuous upward trend over the past three days with a cumulative increase of 5.45% [1] Company Overview - Boyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008. The company specializes in the research, production, and sales of fine chemicals, including organic iodides, inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane. It also engages in the recycling of iodine and precious metal materials [1] - The main revenue composition of Boyuan Co., Ltd. includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [1] Shareholder Information - Among the top ten circulating shareholders of Boyuan Co., Ltd., a fund under AVIC Fund ranks as a significant holder. The AVIC New Start Flexible Allocation Mixed A Fund (005537) entered the top ten shareholders in the third quarter, holding 1.3456 million shares, which accounts for 4.03% of the circulating shares. The estimated floating profit today is approximately 6.2304 million CNY [2] - During the three-day increase, the floating profit earned was 616.31 thousand CNY [2] Fund Manager Profile - The fund manager of AVIC New Start Flexible Allocation Mixed A Fund (005537) is Han Hao, who has been in the position for 7 years and 338 days. The total asset size of the fund is 15.589 billion CNY, with the best fund return during his tenure being 205.01% and the worst being -18.95% [3]

Core Points - The eighth China International Import Expo (CIIE) took place in Shanghai from November 5 to 10, emphasizing green and low-carbon initiatives [1] - Gold East Paper, a subsidiary of the Nine Dragons Paper Holdings, showcased its zero-carbon office paper and other eco-friendly products at the expo [2][3] - The company plans to launch a 50 MW rooftop distributed photovoltaic project in 2024, aiming to generate over 50 million kWh of solar power annually, reducing CO2 emissions by approximately 40,000 tons [3] - Evonik Industries introduced 11 new products in the fine chemical sector, with four being global debuts, highlighting international collaboration and innovation [4] - COSCO Shipping's logistics services facilitated the transportation of South American products to Shanghai, enhancing global supply chain efficiency [5] - The Zhenjiang Economic Development Zone aims to attract foreign investment, with a reported 39% share of the city's foreign capital in 2024, and has cumulatively utilized over $10 billion in foreign investment [6]

【DT新材料】 获 悉，近日， 工业和信息化部 印发通知，组织开展2025年精细化工关键产品创新任务揭榜挂帅工作。 点击阅读 ： 工信部重磅发布，重点发展5大行业100+新材料！ 精细化工关键产品创新任务揭榜挂帅工作聚焦 新能源汽车、医疗装备、移动通讯设备、轨道交通及船舶与海洋工程的关键需求领域，围绕中间体原 料、重点材料、关键装备等3大类50项技术先进、创新性强、应用价值高的精细化工关键产品 ，征集遴选一批掌握关键核心技术、具备较强创新能力 的单位集中攻关，保障下游应用需求。 中间体原料 ：液晶聚合物关键单体（4,4'-联苯二酚）、1,4-环己烷二异氰酸酯（CHDI）、5-羟甲基糠醛（HMF）等。 | 封装载板、电池管理系统连接器等。 | 1 | 用于生产航空、航天、半导体、汽车等领域用密封 | 耐高低温氟醚橡胶 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 7 | 件。 | 1 | 用于化工、航空航天、半导体、汽车等领域设备的 | 氟醚润滑油 | | | | | | 8 | 润滑油。 | 用于生产压力衬垫和柔性心 ...

Group 1 - The battery-related chemical sector is experiencing a significant surge, raising questions about its sustainability [2] - The Shanghai Composite Index successfully challenged the 4000-point mark, indicating a recovery from previous passive fluctuations and declines [2] - Despite the overall market rebound, the enthusiasm has not significantly spread to technology sectors represented by artificial intelligence [2] Group 2 - Chemical industry stocks, particularly those linked to new energy and emerging industries, have been highlighted for potential year-end activity [2] - A major chemical company's unexpected maintenance on a key product, battery electrolyte raw materials, has led to a supply interruption, causing price surges and market excitement [2] - The market is reacting to short-term supply disruptions, which can trigger localized buying and price increases [2]

截至发稿，崔涛累计任职时间2年162天，现任基金资产总规模1.6亿元，任职期间最佳基金回报 25.69%， 任职期间最差基金回报-6.1%。 黄生鹏累计任职时间1年295天，现任基金资产总规模3706.14万元，任职期间最佳基金回报53.93%， 任 职期间最差基金回报6.55%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，兴华基金旗下1只基金重仓晨化股份。兴华景和混合发起A（024499）三季度持有股数13.02 万股，占基金净值比例为4.17%，位居第八大重仓股。根据测算，今日浮盈赚取约7.94万元。 兴华景和混合发起A（024499）成立日期2025年6月12日，最新规模2514.21万。成立以来收益25.9%。 兴华景和混合发起A（024499）基金经理为崔涛、黄生鹏。 11月13日，晨化股份涨5.09%，截至发稿，报12.59元/股，成交9193.70万元，换手率4.63%，总市值 27.07亿元。 资料显示，扬州晨化新材料股 ...

Core Insights - The article highlights the significant achievements of Bazhong City during the "14th Five-Year Plan" period, emphasizing the city's commitment to high-quality development and the implementation of the "One City, Four Districts, Three Areas" development strategy [1][3]. Economic Development - Bazhong's GDP growth rate improved from 15th among 20 revolutionary old districts in 2020 to 2nd in 2024, with the city achieving its best position in nearly a decade [4]. - The local public budget revenue has seen a continuous growth rate for 17 months, while the industrial added value has maintained double-digit growth for 18 months, placing Bazhong in the top tier of provincial rankings [4]. Industrial Development - The city has established a modern industrial system categorized as "5+2+3," focusing on ecological industry and advanced manufacturing [6]. - Key industries include advanced materials, low-altitude economy, and clean energy projects, with significant investments in wind, solar, and hydropower [6]. Urban-Rural Integration - Bazhong has promoted urban-rural integration, enhancing the quality of life in both urban and rural areas, and has seen a 4.34 percentage point increase in urbanization rate since 2020 [8]. - The city has successfully integrated into the "two-hour economic circle" of Chengdu and Chongqing, improving transportation links significantly [8]. Reform and Innovation - The city has implemented measures to create a business-friendly environment, including the introduction of local regulations to optimize services for enterprises [9][10]. - Bazhong has initiated a systematic assessment of various resources to enhance their value and promote economic development [10]. Environmental Sustainability - Bazhong has made strides in ecological development, becoming the first prefecture-level city in Sichuan to establish a national ecological civilization demonstration zone [12]. - The city has developed a GEP accounting system, achieving an ecological system production value of 2,586.36 billion yuan in 2023 [12]. Social Welfare - The city has focused on improving the quality of life for its residents, allocating over 70% of new financial resources to social welfare projects [13]. - Initiatives in education and healthcare have been prioritized, including the establishment of a cloud-based education platform and improved access to medical services [13][14].

Core Viewpoint - 瑞丰新材's stock price has increased by 5.1% on November 13, reaching 62.25 CNY per share, with a total market capitalization of 18.422 billion CNY, indicating a positive market sentiment towards the company [1] Group 1: Company Overview - 瑞丰新材, established on November 11, 1996, is located in Xinxiang County, Henan Province, and was listed on November 27, 2020 [1] - The company specializes in the research, production, and sales of fine chemical products, primarily oil additives (98.12% of revenue) and other products (1.88% of revenue) [1] Group 2: Stock Performance - The stock has seen a cumulative increase of 3.37% over the past three days [1] - The trading volume on November 13 was 1.28 million CNY, with a turnover rate of 1.00% [1] Group 3: Shareholder Insights - 富国天惠成长混合(LOF)A/B (161005) is among the top ten circulating shareholders of 瑞丰新材, having reduced its holdings by 3.8 million shares in the third quarter, now holding 10 million shares, which is 4.82% of the circulating shares [2] - The fund has realized a floating profit of approximately 30.2 million CNY today and 19.3 million CNY during the three-day increase [2][3] Group 4: Fund Performance - 富国天惠成长混合(LOF)A/B (161005) has a total scale of 22.661 billion CNY and has achieved a year-to-date return of 16.98% [2] - The fund manager, 朱少醒, has a tenure of over 20 years, with the best fund return during this period being 1659.44% [2]

Core Insights - On November 12, Boyuan Co., Ltd. saw a stock increase of 1.35% with a trading volume of 211 million yuan [1] - The company reported a net financing purchase of 7.72 million yuan on the same day, with a total financing balance of 175 million yuan, accounting for 6.06% of its market capitalization [1][2] Company Overview - Boyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008, with a planned listing date of December 11, 2024 [2] - The company specializes in the research, production, and sales of fine chemicals, including organic iodides, inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane [2] - The revenue composition includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2] Financial Performance - For the period from January to September 2025, Boyuan Co., Ltd. achieved a revenue of 1.073 billion yuan, representing a year-on-year growth of 6.60% [2] - The net profit attributable to shareholders was 132 million yuan, showing a year-on-year decrease of 22.53% [2] Shareholder Information - As of November 10, 2025, the number of shareholders for Boyuan Co., Ltd. was 11,900, a decrease of 12.88% from the previous period [2] - The average circulating shares per person increased by 14.78% to 2,813 shares [2] - The company has distributed a total of 88.408 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, several new institutional shareholders have entered, including: - China Aviation New Start Flexible Allocation Mixed A (005537) as the second-largest shareholder with 1.3456 million shares [3] - Hong Kong Central Clearing Limited as the third-largest shareholder with 964,400 shares [3] - Other new shareholders include Yongying New Materials and Penghua Huizhi [3]