化学原料及化学制品制造业
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研报掘金丨长城证券:维持合盛硅业“买入”评级,静待行业景气度触底回升
Ge Long Hui A P P· 2025-11-19 08:53
Core Viewpoint - The report from Changcheng Securities indicates that the performance of Hoshine Silicon Industry is under pressure in the first three quarters of 2025 due to a decline in sales volume and prices of main products, as well as losses from the photovoltaic sector [1] Group 1: Company Performance - Hoshine Silicon Industry's industrial silicon products saw a quarter-on-quarter increase in both volume and price in Q3 2025, while silicone rubber sales also grew quarter-on-quarter [1] - Despite the growth in certain segments, the overall price of main products remains on a downward trend, awaiting a bottoming out of industry conditions [1] Group 2: Industry Outlook - The advancement of the "anti-involution" initiative in the crystalline silicon photovoltaic industry is expected to support a rebound in prices for industrial silicon and organic silicon products, which would benefit the company's performance [1] - The company is implementing an employee stock ownership plan to strengthen team cohesion, which is favorable for long-term development [1] - The report maintains a "buy" rating, optimistic about the recovery of the silicon industry under the "anti-involution" backdrop [1]
凯盛新材(301069.SZ):可以向LiFSI生产企业供应高纯度电池级氯化亚砜产品
Ge Long Hui· 2025-11-19 08:31
格隆汇11月19日丨凯盛新材(301069.SZ)在投资者互动平台表示,目前公司可以向LiFSI生产企业供应高 纯度电池级氯化亚砜产品。 ...
凯盛新材:可以向LiFSI生产企业供应高纯度电池级氯化亚砜产品
Ge Long Hui· 2025-11-19 08:30
格隆汇11月19日丨凯盛新材(301069.SZ)在投资者互动平台表示,目前公司可以向LiFSI生产企业供应高 纯度电池级氯化亚砜产品。 ...
金瑞矿业:公司现有主营业务产品碳酸锶包括工业级碳酸锶和电子级碳酸锶
Mei Ri Jing Ji Xin Wen· 2025-11-19 08:22
金瑞矿业(600714.SH)11月19日在投资者互动平台表示,公司现有主营业务产品碳酸锶包括工业级碳 酸锶和电子级碳酸锶。4.5万吨/年碳酸锶项目建设地位于重庆市大足区双桥经开区锶盐新材料产业园。 截止目前,该项目已完成可研初设评审和节能评估审查,正在开展环境影响评价及安全评价报告评审。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:贵司 4.5万吨碳酸锶扩产项目目前进度百分之多少啊? 是电子级的还是工业级的?是靠近大风山矿场么? ...
盐湖股份:4万吨锂盐项目整体运行平稳,效能提升态势良好,日产量达60~70吨
Mei Ri Jing Ji Xin Wen· 2025-11-19 08:19
每经AI快讯,有投资者在投资者互动平台提问:请问4万吨新碳酸锂项目当前每天能产出多少吨? 盐湖股份(000792.SZ)11月19日在投资者互动平台表示,目前,4万吨锂盐项目整体运行平稳,效能提 升态势良好,日产量达60~70吨,纯度稳定在99.7%以上,装置连续无故障运行。公司本年度碳酸锂生 产计划为3000吨,从当前进展来看,该目标有望超额完成。 (记者 王瀚黎) ...
东岳硅材成交额创2021年9月15日以来新高
Zheng Quan Shi Bao Wang· 2025-11-19 07:26
(文章来源:证券时报网) 据天眼查APP显示,山东东岳有机硅材料股份有限公司成立于2006年12月28日,注册资本120000万人民 币。(数据宝) 数据宝统计,截至14:37,东岳硅材成交额25.67亿元,创2021年9月15日以来新高。最新股价上涨 13.07%,换手率14.85%。上一交易日该股全天成交额为24.06亿元。 ...
盐湖股份成交额创2022年11月8日以来新高
Zheng Quan Shi Bao Wang· 2025-11-19 07:26
数据宝统计,截至14:37,盐湖股份成交额50.13亿元,创2022年11月8日以来新高。最新股价上涨 5.54%,换手率3.41%。上一交易日该股全天成交额为41.02亿元。 据天眼查APP显示,青海盐湖工业股份有限公司成立于1997年08月25日,注册资本529157.2541万人民 币。(数据宝) (文章来源:证券时报网) ...
硅能源板块午后再度冲高 合盛硅业涨超7%
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:24
Group 1 - The silicon energy sector experienced a significant surge in the afternoon, with Morning Light Materials hitting the daily limit up [1] - Hoshine Silicon Industry rose over 7%, indicating strong market performance [1] - Other companies such as Dongyue Silicon Materials and Hongbai New Materials also saw increases, reflecting a positive trend in the sector [1]
鲁西化工:公司主要产品未涉及VC(碳酸亚乙烯酯)
Mei Ri Jing Ji Xin Wen· 2025-11-19 03:44
Core Viewpoint - The company, Lu Xi Chemical (000830.SZ), confirmed that it does not produce Vinyl Carbonate (VC) and focuses on other chemical products [1] Product Offering - The main products of the company include polyols, caprolactam, nylon 6, organosilicon, formic acid, methylene chloride, methylamine, DMF, and polycarbonate [1]
午评:三大指数冲高回落 高位股集体下挫
Feng Huang Wang· 2025-11-19 03:41
Market Overview - On November 19, the market experienced a morning surge followed by a decline, with both the Shenzhen Composite Index and Shanghai Composite Index turning negative, while the ChiNext Index briefly rose over 1% [1] - There was a notable divergence in market performance, with small and mid-cap stocks generally declining, and the micro-cap stock index dropping over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.11 trillion, a decrease of 176.7 billion compared to the previous trading day [1] Sector Performance - The military industry sector showed strong performance, with stocks like Yaxing Anchor Chain and Yaguang Technology hitting the daily limit [1] - The banking sector also performed well, with China Bank rising nearly 3% to reach a historical high [1] - The chemical sector saw a midday rally, with companies such as Hengguang Co. and Lanfeng Biochemical also hitting the daily limit [1] - Conversely, high-priced stocks faced significant declines, with Sanmu Group, Victory Shares, and Hainan Haiyao hitting the daily limit down [1] - The coal sector weakened, with Dayou Energy reaching the daily limit down [1] Closing Summary - At the close, the Shanghai Composite Index fell by 0.04%, the Shenzhen Composite Index decreased by 0.32%, while the ChiNext Index increased by 0.12% [1] - The sectors with the highest gains included military, insurance, and banking, while the sectors with the largest declines included Hainan, gas, and film and television [1]