格隆汇1月15日丨贝斯美(300796.SZ)公布，预计2025年归属于上市公司股东的净利润2,368万元～3,406 万元，同比扭亏为盈，扣除非经常性损益后的净利润1,906万元～2,737万元，同比扭亏为盈。2025年， 面对复杂多变的市场环境与多重风险挑战，公司始终坚守"产业聚焦、技术创新、安环保障、规范运 营"核心宗旨，以战略定力主动破局、稳健前行。一方面，公司深化"强链、延链"战略部署，推动产品 结构持续优化升级；同时，前期在新产品研发与国际化贸易渠道建设上的精准布局逐步落地，成效持续 释放，驱动扣非归母净利润转正并实现大幅增长，其中贸易类产品利润表现尤为凸显。另一方面，公司 将精细化管理贯穿经营全流程，数字化、智能化升级迭代持续提速，为运营效率提升与长期可持续发展 筑牢根基，未来也将继续以管理赋能、以创新驱动，巩固增长优势、拓宽发展空间。 ...

贝斯美公告，预计2025年度净利润为2368万元至3406万元，同比增长172.05%~203.64%。2025年，面对 复杂多变的市场环境与多重风险挑战，公司深化"强链、延链"战略部署，推动产品结构持续优化升级； 同时，前期在新产品研发与国际化贸易渠道建设上的精准布局逐步落地，成效持续释放，驱动扣非归母 净利润转正并实现大幅增长，其中贸易类产品利润表现尤为凸显。 ...

证券之星消息，1月15日化学制品板块较上一交易日上涨1.38%，七彩化学领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002407 | 念曲家 | 2.48 Z | 6.50% | -1.10 Z | -2.87% | -1.39 Z | -3.64% | | 600309 万华化学 | | 2.39 Z | 7.49% | -1.05 Z | -3.29% | -1.34 Z | -4.20% | | 002326 永太科技 | | 1.85 Z | 7.68% | -1.44亿 | -5.96% | -4130.46万 | -1.71% | | 300200 高盟新材 | | 1.15 Z | 7.93% | -764.22万 | -0.53% | -1.08亿 | -7.40% ...

久日新材回复称，二级市场股价受到政策变化、经济环境、市场情绪、投资者行为等多种因素的影响。 公司在光引发剂领域处于龙头地位，是全球产量最大的光引发剂生产供应商。 格隆汇1月15日｜有投资者在互动平台向久日新材提问：最近同行业的强力新材和扬帆新材股价都大 涨，而久日却涨不动，难道久日的市场竞争力不如强力和扬帆吗？公司的光引发剂产量和市场占有率可 是世界第一啊。 ...

Core Viewpoint - The petrochemical industry is experiencing a positive trend, with significant inflows into related ETFs and a favorable outlook for earnings growth in the A-share market through 2026 [1] Group 1: Market Performance - The China Securities Petrochemical Industry Index is currently experiencing high volatility, with a rise of approximately 1.15% [1] - Notable stocks such as Tongcheng New Materials have reached the daily limit, while Guangdong Hongda, Hualu Hengsheng, and Tongkun Co. have also seen gains [1] - The Petrochemical ETF (159731) has recorded net inflows in 8 out of the last 10 trading days, totaling 133 million yuan [1] - The latest share count for the Petrochemical ETF has reached 399 million, with a total scale of 379 million yuan, both hitting record highs since inception [1] Group 2: Earnings Outlook - According to Zhongyin Securities, the cumulative profit growth rate for non-financial A-shares is expected to be between 2.4% and 5.5% in 2025, indicating a continued trend of profit recovery [1] - The overall profit recovery trend is likely to persist into 2026, supported by technological industry trends and the further implementation of "anti-involution" policies [1] - Despite the current high valuation of A-share indices, they have not yet entered a phase of excessive bubble similar to 2007 and 2015, suggesting ample room for index growth in 2026 [1] Group 3: Industry Composition - The top three sectors within the China Securities Petrochemical Industry Index are refining and trading (27.28%), chemical products (22.81%), and agricultural chemical products (20.3%) [1] - The "anti-involution" policy is identified as a core theme for the petrochemical industry, with expectations for continued improvement in industry supply-demand dynamics and profitability [1]

Group 1 - The main market experienced a net outflow of 65.742 billion yuan in principal funds as of January 15 [1] - The top ten sectors with inflows of principal funds include: Battery (2.19% increase, 2.915 billion yuan), Energy Metals (2.96% increase, 1.946 billion yuan), and Minor Metals (0.9% increase, 1.541 billion yuan) [2][3] - The sectors with the highest net inflows are led by Battery, followed by Energy Metals and Minor Metals, indicating a positive sentiment in these areas [2][3] Group 2 - The Chemical Products sector saw a slight increase of 0.36% with a net inflow of 1.233 billion yuan, while Non-Metallic Materials experienced a decrease of 0.49% with a net inflow of 1.515 billion yuan [2] - Precious Metals had a notable increase of 3.81% with a net inflow of 0.482 billion yuan, indicating strong investor interest [3] - The Tourism and Hotel sector also showed a positive trend with a 1.69% increase and a net inflow of 0.330 billion yuan [3]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as non-metal materials, photovoltaic equipment, and energy metals [1][2][3] Group 1: Stock Performance and Capital Inflows - The top stock by capital inflow is沃尔核材 with an inflow of 1.375 billion, showing a price increase of 10.01% [2] - 航天机电 follows with an inflow of 849 million and a price increase of 3.72% [2] - 华友钴业 has an inflow of 805 million and a price increase of 7.41% [2] - N至信 shows a remarkable price increase of 252.01% with an inflow of 720 million [2] - 英维克 has an inflow of 694 million and a price increase of 3.13% [2] Group 2: Sector Analysis - The non-metal materials sector is represented by沃尔核材, which has the highest capital inflow [2] - The photovoltaic equipment sector includes航天机电, indicating interest in renewable energy technologies [2] - The energy metals sector is highlighted by华友钴业 and赣锋锂业, both showing strong inflows and price increases, reflecting demand for materials used in batteries [2][3] - The household appliance sector is represented by四川长虹, which has an inflow of 641 million and a price increase of 6.58% [3] - The software development sector includes广联达, with an inflow of 423 million and a price increase of 7.33% [3]

责任编辑：小浪快报 01月15日消息，截止10:45，六氟磷酸锂板块强势，天际股份、联化科技、永太科技、多氟多等个股涨 幅居前。 ...

1月15日，美瑞新材盘中上涨2.06%，截至10:09，报16.35元/股，成交6236.60万元，换手率1.53%，总市 值69.96亿元。 美瑞新材所属申万行业为：基础化工-化学制品-聚氨酯。所属概念板块包括：可降解、小米概念、充电 桩、新材料、专精特新等。 截至9月30日，美瑞新材股东户数1.28万，较上期减少9.91%；人均流通股19809股，较上期增加 17.35%。2025年1月-9月，美瑞新材实现营业收入12.72亿元，同比增长3.22%；归母净利润5834.57万 元，同比增长15.22%。 分红方面，美瑞新材A股上市后累计派现1.22亿元。近三年，累计派现8181.38万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入208.39万元，特大单买入114.02万元，占比1.83%，卖出0.00元，占比 0.00%；大单买入1083.79万元，占比17.38%，卖出989.41万元，占比15.86%。 美瑞新材今年以来股价涨3.35%，近5个交易日涨5.01%，近20日涨15.06%，近60日涨5.69%。 资料显示，美瑞新材料股份有限公司位于山东省烟台开发区长沙大街35号，成立日期200 ...

据交易所数据显示，截至1月15日开盘一小时，大盘主力资金净流出454.03亿元。主力资金流入前十大板块分别为：电池（22.00亿元）、 能源金属（18.21亿 元）、 有色金属（15.49亿元）、 非金属材料（14.19亿元）、小金属（14.16亿元）、化学制品（10.10亿元）、贵金属（5.16亿元）、电子化学品（4.89亿 元）、 光伏设备（4.81亿元）、 化肥行业（3.98亿元）。 | 贵金属 | 5.02 | 5.16亿元 | 四川黄金 | | --- | --- | --- | --- | | 电子化学品 | 1.51 | 4.89亿元 | 南大光电 | | 光伏设备 | 0.01 | 4.81亿元 | 航天机电 | | 化肥行业 | 2.52 | 3.98亿元 | 盐湖股份 | *数据仅供参考，不构成投资建议 | 板块名称 | 涨跌幅 (%) | 板块资金流向 | 净流入最大 | | --- | --- | --- | --- | | 电池 | 2.55 | 22.00亿元 | 天际股份 | | 能源金属 | 3.58 | 18.21亿元 | 华友钻业 | | 有色金属 | 2.36 | 15. ...