证券日报网讯12月9日，凯盛新材（301069）在互动平台回答投资者提问时表示，PEKK是一种高性能 热塑性工程塑料，与PEEK相似，均属于聚醚芳酮类材料，具有优异的力学性能、耐磨性、耐腐蚀性、 自润滑性、绝缘稳定性、生物相容性以及较高的使用温度，其应用领域主要实现"以塑代钢"轻量化，如 汽车工业、机器人、低空飞行器、航空航天材料、高端医疗等。公司具备千吨级PEKK产品生产及后处 理改性及增强装置，能够根据客户需求供应PEKK产品原粉、颗粒或经过物理改性后的定制化产品，并 已实现将其与玻璃纤维、碳纤维进行结合，向客户供应定制化的复合材料产品。公司通过持续的研发投 入，不断优化PEKK的制备工艺，进一步提升产品品质和收率，增强市场竞争力。 ...

从资金流向上来看，当日塑料板块主力资金净流出4.45亿元，游资资金净流入6762.65万元，散户资金净 流入3.78亿元。塑料板块个股资金流向见下表： 证券之星消息，12月9日塑料板块较上一交易日下跌0.87%，宁波色母领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。塑料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - The report indicates a rebound in institutional research focus on home appliances, building materials, and computers, with an increase in the number of research sessions compared to the previous week [2][12][19] - In the weekly perspective, the total number of research sessions for the entire A-share market decreased to 482, lower than 542 in the same period of 2024, indicating a continued decline in research heat [12][20] - Monthly data shows that in November, the total number of research sessions for the entire A-share market reached 2969, which is lower than 3286 in the same period of 2024, but reflects a rebound compared to previous months [20][21] Group 2 - From an individual stock perspective, companies such as Dazhu Laser, Jereh, and Fule New Materials received significant market attention, with Dazhu Laser being researched 4 times in the last week [25][28] - Over the past month, companies like Oke Yi, Huichuan Technology, and Ice Wheel Environment have also garnered considerable attention, with Oke Yi being researched 28 times [29][30] - Zhongyou Technology, focusing on intelligent logistics systems, has seen a remarkable performance with a revenue growth of 36.69% and a net profit growth of 1074.35% in the first three quarters of 2025, leading to increased institutional interest [27]

聚烯烃日报 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 028-86630631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 能源化工研究团队 研究员：彭婧霖（聚烯烃） 研究员：李捷,CFA（原油燃料油） 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（尿素、工业硅） 研究员：刘悠然（纸浆） 研究员：冯泽仁（玻璃纯碱） 行业 日期 2025 年 12 月 9 日 请阅读正文后的声明 每日报告 | 表1：期货市场行情 | ...

今天分享的是：2025化工上市公司发展报告 报告共计：141页 2025化工上市公司发展报告：周期筑底与产业升级的双重变奏 近期发布的《2025化工上市公司发展报告》显示，中国化工行业正处于周期底部震荡与产业升级深化交织的关键阶段。行业整 体呈现"需求分化加剧、供给结构优化、成本压力缓解、政策引导明确"的特征，新兴领域如新能源材料、电子化学品需求旺 盛，而传统下游领域仍面临调整压力。 截至2025年8月底，A股化工上市公司共计431家，在全部行业中数量排名第四，综合影响力显著。从细分结构看，化学制品在数 量、市值、营收和利润等多个维度占据主导地位，占比均超四成，成为行业发展的核心引擎。塑料、农化制品、化学原料等行 业构成重要支撑，而化学纤维、橡胶等细分领域体量相对较小，呈现出"核心引领、多元支撑"的产业格局。 在科技创新方面，化工企业研发投入持续增加，研发强度提升至3.08%。研发资源明显向高端赛道和头部企业集中，橡胶、塑 料、化学制品等行业研发强度领先。与此同时，研发人员占比也在稳步提升，化学制品行业研发人才密度最高，反映出行业向 技术驱动转型的趋势。 国际化发展成为化工企业的重要方向。2024年，化工上市 ...

证券时报·数据宝统计，截至发稿，宁波色母收盘价为29.67元，上涨4.29%，本期筹码集中以来股价累 计上涨24.04%。具体到各交易日，7次上涨，5次下跌，其中，涨停1次。 融资融券数据显示，该股最新（12月5日）两融余额为1.61亿元，其中，融资余额为1.61亿元，本期筹码 集中以来融资余额合计减少1068.02万元，降幅为6.21%。 宁波色母12月8日披露，截至11月30日公司股东户数为12771户，较上期（11月20日）减少1553户，环比 降幅为10.84%。 公司发布的三季报数据显示，前三季公司共实现营业收入3.45亿元，同比下降5.93%，实现净利润 8250.64万元，同比增长15.12%，基本每股收益为0.5000元，加权平均净资产收益率7.48%。（数据宝） （文章来源：证券时报网） ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002585 | 双星新材 | 7.62 | 9.96% | 20.73万 | 1.58亿 | | 301003 | 江苏博云 | 39.34 | 6.41% | 3.00万 | · 1.17 乙 | | 002838 | 道恩股份 | 24.41 | 6.08% | 9.60万 | 2.32亿 1 | | 688669 | 緊石化学 | 22.00 | 5.26% | 3.09万 | 6718.82万 | | 601208 | 东材科技 | 20.76 | 5.22% | 75.56万 | 15.57 乙 | | 600135 | 乐凯胶片 | 8.64 | 4.98% | 44.07万 | 3.81亿 | | 688323 | 瑞华泰 | 18.35 | 4.80% | 18.53万 | 3.35 Z | | 002632 | 道明光学 | 15.67 | 4.47% | 143.97万 | 21.91亿 | | 301019 | 宁波色母 | ...

Core Viewpoint - The General Administration of Customs reported that in the first 11 months of this year, China's export of electromechanical products reached 14.89 trillion yuan, an increase of 8.8%, accounting for 60.9% of total exports [1] Summary by Category Electromechanical Products - Exports of electromechanical products totaled 14.89 trillion yuan, growing by 8.8% [1] - Automatic data processing equipment and its components accounted for 1.31 trillion yuan, showing a decline of 1.3% [1] - Integrated circuits reached 1.29 trillion yuan, with a significant increase of 25.6% [1] - Automobile exports were valued at 896.91 billion yuan, reflecting a growth of 17.6% [1] Labor-Intensive Products - Exports of labor-intensive products amounted to 3.7 trillion yuan, decreasing by 3.5%, which represents 15.1% of total exports [1] - Exports of clothing and accessories were 987.26 billion yuan, down by 3.7% [1] - Textile exports reached 931.33 billion yuan, with a slight increase of 1.7% [1] - Plastic products exports were valued at 677.6 billion yuan, showing a minor decline of 0.5% [1] Agricultural Products - Agricultural product exports totaled 670.21 billion yuan, marking a growth of 2% [1]

投资咨询业务资格：证监许可【2012】31号 【塑料数据周报（PP&PE ）】 国贸期货 能源化工研究中心 2025-12-08 叶海文 从业资格证号：F3071622 投资咨询证号：Z0014205 张国才 从业资格证号：F03133773 本报告非期货交易咨询业务项下服务，其中的观点和信息仅供参考，不构成任何投资建议；期市有风险，投资需谨慎 L L DPE :宏观情绪偏弱，盘面震荡偏弱 | 影响因素 | 驱动 | 主要逻辑 | | --- | --- | --- | | 供给 | 中性 | （1）本周，我国聚乙烯产量总计在68.48万吨，较上周增加2.17%。（2）中国聚乙烯生产企业产能利用率84.05%，较上周期减少了0.46个百分点。本周期 | | | | 装置情况来看，周内茂名石化、中化泉州、上海石化等装置存在检修情况，市场存量检修天数增加，因此产能利用率环比上周窄幅下降。 | | | | （1）中国LLDPE/LDPE下游制品平均开工率较前期-0.5%。其中农膜整体开工率较前期-0.9%；PE包装膜开工率较前期-0.2%。（2）中国聚乙烯下游制品 | | 需求 | 偏多 | 平均开工率较前期-0. ...

Report Summary 1. Core View - LLDPE futures prices continued to decline, with the basis in North China weakening again to a discount. The number of warehouse receipts has decreased recently. Due to the rebound of futures prices in the early stage of last week, upstream sellers reduced prices to sell goods, and the industry's willingness to hold goods was poor under the weakening demand, putting pressure on the basis. The US and Middle - East offers decreased, and shipments are expected to arrive in Q1 2026 [1]. - The raw material crude oil price fluctuated, the monomer segment rebounded slightly, and the supply profits of PE ethylene and ethane were compressed. The PE market was in a low - level oscillation. The downstream agricultural film demand weakened marginally, and the packaging film industry maintained rigid demand. After the recent decline, the willingness of middle and downstream enterprises to hold goods weakened, and the upstream offered discounts to sell goods at the end of the year, resulting in a slight reduction in factory inventory and a weak basis. On the supply side, Guangxi Petrochemical gradually started production, and the current maintenance plan in December is neutral. In the medium term, attention should be paid to the supply - demand pressure brought by high production capacity and weakening demand [2]. 2. Directory Summary 2.1 Fundamental Tracking - **Futures Data**: The closing price of L2601 was 6674, a daily decline of 1.51%. The trading volume was 449,625, and the open interest increased by 7,056. The 01 - contract basis was - 44 (compared with - 56 the previous day), and the 01 - 05 contract spread was - 68 (compared with - 53 the previous day) [1]. - **Spot Prices**: The spot prices in North China, East China, and South China were 6,630 yuan/ton, 6,870 yuan/ton, and 6,800 yuan/ton respectively, all lower than the previous day [1]. 2.2 Spot News - The futures market continued to decline, and the North China LL basis weakened again to a discount. The number of warehouse receipts decreased recently. Due to the previous futures rebound and upstream selling at reduced prices, the demand weakened marginally, and the industry's willingness to hold goods was poor, putting pressure on the basis. The Middle - East and US offers decreased, and shipments are expected to arrive in Q1 2026 [1]. 2.3 Market Condition Analysis - The raw material crude oil price fluctuated, the monomer segment rebounded slightly, compressing the supply profits of PE ethylene and ethane. The PE market oscillated at a low level. The downstream agricultural film demand weakened marginally, while the packaging film industry maintained rigid demand. After the recent decline, the willingness of middle and downstream enterprises to hold goods weakened, and the upstream offered discounts to sell goods at the end of the year, resulting in a slight reduction in factory inventory and a weak basis. On the supply side, Guangxi Petrochemical gradually started production, and the current maintenance plan in December is neutral. In the medium term, attention should be paid to the supply - demand pressure brought by high production capacity and weakening demand [2]. 2.4 Trend Intensity - The trend intensity of LLDPE is 0 [3]