记者丨毕凤至 8月5日晚间，上纬新材公告称，公司股票价格自2025年7月9日至2025年8月5日累计上涨1320.05%，期间多次触及股票交易异常 波动及严重异常波动情形。如未来公司股票价格进一步上涨，公司可能再次向上海证券交易所申请连续停牌核查。公司目前基 本面未发生重大变化，但股票价格已严重脱离基本面。此外，公司2025年上半年净利润较上年同期下滑，市盈率显著高于行业 平均水平。 根据上纬新材8月4日披露的业绩预告，公司预计2025年半年度营业收入为7.84亿元，较上年同期增加12.50%，归属于上市公司 股东的净利润为2990.04万元，较上年同期减少32.91%。业绩下滑主要由于海外销售运费及佣金增加约1100万元，二季度新台币 兑美元汇率急升导致汇兑损失约768万元，以及研发可回收产品检测试验费用增加约572万元。 编辑丨叶映橙 15倍大牛股，股价大幅度回调。 8月6日，上纬新材盘中几度挣扎终跌停，结束了7月9日以来的飙涨行情。截至收盘，上纬新材报88.38元/股，总市值356亿元， 跟昨日相比，市值蒸发了89.14亿元。 消息面上，8月5日晚间，上交所发布通报称，近日，上纬新材股价继续大幅波动，部 ...

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

8月6日，A股早盘震荡盘整，三大股指震荡上涨，，PEEK材料继续爆发，军工股活跃。港股早盘低开，恒指、恒科指走 低，苹果概念股走高，新消费股反弹。债市方面，国债期货多数上涨。商品方面，国内商品期货走高，焦煤涨超5%。核心 市场走势： A股：截至发稿，沪指涨0.06%，深成指涨0.12%，创业板指涨0.10%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3619.91 | 2.32 | 0.06% | | 399001 | 深证成指 | 14 11 | 11119.87 | 12.91 | 0.12% | | 399006 | 创业板指 | 12 5m | 2345.65 | 2.27 | 0.10% | | 000300 | 沪深300 | | 4102.12 | -1.33 | -0.03% | | 000016 | FIFFSO | | 2791.51 | 0.78 | 0.03% | | 000680 | 科创得指 | | 1354.06 | 1.69 | 0.1 ...

公开资料显示，上纬新材料科技股份有限公司创立于2000年，法定代表人是蔡朝阳，新材料事业总部设 在上海，在上海、天津、江苏、中国台湾南投、马来西亚等地均建有工厂。其主营业务为环保高性能耐 腐蚀材料、风电叶片用材料、新型复合材料以及循环经济材料的研发、生产及销售。 该公司近期的股价异动源于7月8日晚发布的一则控股权拟变更公告。公告显示，上海智元新创技术有限 公司（智元机器人运营主体）拟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 的方式取得上纬新材控制权，至少收购其63.62%股份。 智通财经记者 | 宋佳楠 8月5日晚间，上纬新材（688585，SH）发布最新公告称，公司股票价格自2025年7月9日至2025年8月5 日累计涨幅为1320.05%，期间多次触及股票交易异常波动及严重异常波动情形。如未来公司股票价格 进一步上涨，公司可能再次向上海证券交易所申请连续停牌核查，投资者参与交易可能面临较大风险。 作为年内A股首只十倍股，此前上纬新材因股价短期涨幅过大，自7月31日起停牌核查。8月4日晚，公 司公告称核查工作完成，将于8月5日开市起复牌。 截至今日收盘，上纬新材股价报110.48元，涨 ...

8月5日，科创板上市公司上纬新材（688585.SH）在停牌核查3个交易日后复牌，开盘后股价一路飙升 至110.48元/股，单日涨幅达20%，总市值突破445.63亿元。至此，其年内累计涨幅已高达1560%，成为 2025年A股首只涨幅超15倍的"妖股"。 "10倍股"进阶为"15倍股"，仅用3个交易日 消息一出，上纬新材股价连续涨停。7月9日至30日，上纬新材16个交易日已连续斩获11个"20cm"涨停 板，累计涨幅达1083%，市值从30亿元暴涨至371亿元。7月28日，上纬新材已录得10倍涨幅。而从今年 的"10倍股"进阶为"15倍股"，上纬新材仅用了短短3个交易日。 市场憧憬，智元机器人借壳上市，上纬新材从传统材料商转型为"人形机器人平台"，估值逻辑从化工切 换至AI赛道。 在股价暴涨期间，上纬新材股票交易换手率显著高于前期水平。7月22日至7月28日，公司股票换手率分 别为7.56%、9.50%、5.44%、5.60%、5.33%，按外部流通盘计算的换手率分别约为49%、61%、35%、 36%、34%，显著高于前期换手率水平。 基本面"拉响警报"，被上交所列为重点监控对象 尽管股价高歌猛进，上纬新 ...

同益股份（SZ 300538，收盘价：16.85元）8月5日晚间发布公告称，公司第五届第八次董事会会议于 2025年8月4日以现场结合通讯会议、记名表决方式召开。会议审议了《关于向2025年限制性股票激励计 划激励对象授予限制性股票的议案》等文件。 2024年1至12月份，同益股份的营业收入构成为：批发业(电子材料)占比59.8%，批发业(化工材料)占比 31.58%，制造业(化工行业)占比8.62%。 （文章来源：每日经济新闻） ...

Group 1 - The low-altitude economy is entering an "industrial explosion period," creating opportunities for the application of chemical materials [1][2] - Low-altitude economy relies on various piloted and unmanned aerial activities, necessitating materials that meet stringent safety requirements such as rigidity, heat resistance, corrosion resistance, radiation protection, and oxidation resistance [1] - Basalt fiber is highlighted as a preferred material for drone and aircraft structures due to its high strength, lightweight, and resistance to high temperatures and corrosion, indicating a promising market outlook as the low-altitude economy develops [1] Group 2 - The low-altitude economy is evolving from a "conceptual germination" phase to an "industrial explosion" phase in China, becoming a strategic emerging industry with significant potential [2] - The industry chain encompasses upstream, midstream, and downstream sectors, with upstream facing challenges in raw materials and core components, particularly in metals, ceramics, and communication modules [2] - Collaboration between universities and enterprises is suggested to address manufacturing challenges in low-altitude aircraft production, facilitating rapid development in the upstream sector [2] Group 3 - The National Development and Reform Commission is promoting high-quality development of the low-altitude economy through various measures, focusing on material transformation, manufacturing upgrades, and public collaboration [3] - Local governments, enterprises, and research institutions are encouraged to improve policies, establish data platforms, and increase testing sites to support the low-altitude economy [3] - Suzhou is positioned as a key location for low-altitude development, with aspirations for it to be a focal point in the global low-altitude landscape [3]

Group 1 - The core viewpoint of the article is that Sinochem International plans to enhance its strategic position in the materials science sector by acquiring 100% equity of Nantong Xingchen Synthetic Materials Co., Ltd., a wholly-owned subsidiary of China BlueStar Group, through a share issuance [1] - The acquisition is expected to strengthen Sinochem International's market competitiveness in the epoxy resin industry and leverage synergies in the engineering plastics supply chain, thereby increasing the revenue share and market competitiveness of high-value-added new materials [2] - Nantong Xingchen's core business includes epoxy resins and engineering plastics, with leading domestic market shares in epoxy resins and proprietary technology in PPE, ranking first in China and second globally [1][2] Group 2 - The integration will enhance operational synergies in core raw materials such as bisphenol A and ECH, improving the integrated advantages of the supply chain [2] - Nantong Xingchen is strategically located in the Yangtze River Delta, which houses over 60% of domestic downstream customers for epoxy resins, allowing Sinochem International to respond more closely to market demands [2] - The acquisition is seen as beneficial for Sinochem International to expand into high-value-added new materials, with significant growth potential in downstream applications like wind power, adhesives, and electronic products [2]

Group 1: Corporate Actions - Mitsubishi Chemical announced the transfer of its wholly-owned subsidiary J-Film Corporation to a special purpose entity of Marubeni Capital Fund III, expected to be completed by December 29, 2025. This decision follows the recent exit from the polyester resin manufacturing business for printer toner, driven by a new mid-term management plan for 2029 [3]. - Evonik has initiated the dissolution and liquidation of its joint venture with Shandong Weilan Biotechnology due to changes in the market environment and unmet operational expectations. The joint venture was established to develop gut health solutions for livestock in the Chinese market [4]. - Hexion reported a 10% workforce reduction as part of cost-cutting measures, including the closure of its maleic anhydride plant in Germany and other downstream facilities in Europe and North America, due to decreased global construction and industrial activity [6]. Group 2: Financial Performance - Mitsubishi Chemical's Q1 2025 sales revenue was 880.65 billion yen, a 13.4% decrease year-on-year, with net profit down 36.1% to 35.968 billion yen, and attributable net profit down 50.5% to 19.627 billion yen, largely impacted by overall economic slowdown and U.S. trade policies [3]. - Evonik's Q2 2025 sales fell by 11% to 3.5 billion euros, with over half of the decline attributed to unfavorable currency fluctuations and the divestment of its superabsorbent polymers business. Adjusted EBITDA decreased by 12% to 509 million euros [4][5]. - Hexion's H1 2025 revenue was $2.868 billion, down 6% year-on-year, with a net loss of $163 million compared to a net loss of $15 million in the same period last year. Adjusted EBITDA fell by 31.1% [6].

Group 1 - The company Jinfu Technology (SZ 300128) announced a temporary board meeting on August 1, 2025, to discuss extending the implementation period for fundraising investment projects [1] - For the year 2024, Jinfu Technology's revenue composition is as follows: Consumer electronics 50.94%, New energy 30.0%, Power engineering 12.0%, Other industries 3.72%, Chemical materials 3.34% [1] - As of the report, Jinfu Technology has a market capitalization of 6.8 billion yuan [1]