主力资金监控：计算机板块净流出超42亿 智通财经4月22日电，智通财经星矿数据显示，今日主力资金净流入交通运输、多元金融、汽车整车等板块，净流出计算机、电新行 业、通信等板块，其中计算机板块净流出超42亿元。个股方面，中油资本涨停，主力资金净买入5.12亿元位居首位，华贸物流、比 亚迪、红宝丽主力资金净流入居前；光线传媒遭净卖出超9亿元位居首位，海能达、赤峰黄金、利欧股份主力资金净流出额居前。 | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 中油资本 | 5.12 | 17.46 | | 2 | 华贸物流 | 3.42 | 18.71 | | 3 | 比亚迪 | 3.06 | 9.42 | | ব | 红宝丽 | 2.64 | 6.46 | | 5 | 天體飞 | 2.34 | 47.78 | | 6 | 立昂微 | 1.96 | 19.82 | | 7 | 中通客车 | 1.87 | 37.66 | | 8 | 连云港 | 1.86 | 17.00 | | g | 中储股份 | 1.83 | 18.89 | ...

恒基达鑫（002492）4月19日发布公告称，基于公司战略发展规划，为进一步拓展中部地区危险化学品 物流服务市场，公司控股子公司武汉恒基达鑫拟投资建设危化品仓储武汉二期项目，项目规划设计总投 资5.2亿元，建设期预计12个月。该项目的实施将有效提升子公司武汉恒基达鑫在中部地区的物流服务 能力，符合公司整体业务布局和长期发展战略。 恒基达鑫表示，武汉恒基达鑫自投产以来，以专业化、精细化、合规化运营助力地方经济建设。本次武 汉二期项目作为湖北省认定的省级重点建设项目，深度融入区域发展战略，契合中部地区高新技术产 业、战略性新兴产业及高端成长型产业的物流服务需求。 恒基达鑫认为，通过二期项目建设，公司将深度融入区域危险化学品产业链，构建集仓储物流、品质管 控、定制配送于一体的专业化供应链服务体系，有利于推动中部地区形成技术自主可控、供应稳定可 靠、具有竞争力的产业生态，有利于提升公司的市场竞争力和行业影响力。(文穗) 此外，武汉二期项目进一步完善了危险化学品仓储品类，实现全品类货物资质覆盖，通过布局调整完善 了企业在中部地区的仓储服务功能，强化区域性物流服务竞争力。 资料显示，武汉二期项目位于中部经济核心化工园区" ...

Investment Rating - The investment rating for the company is "Recommended" [1] Core Views - The company has seen a significant increase in orders for electronic chemicals, with a substantial expansion of production capacity planned [8] - The semiconductor materials business is experiencing strong growth, with revenue and profit forecasts indicating a positive trend for the coming years [9] Summary by Relevant Sections Financial Performance - In 2024, the company achieved revenue of 1.475 billion yuan, a year-on-year increase of 21.67%, and a net profit attributable to shareholders of 176 million yuan, up 5.32% year-on-year [5] - For Q1 2025, revenue reached 434 million yuan, reflecting a year-on-year growth of 45.89%, with net profit attributable to shareholders at 51 million yuan, a significant increase of 171.06% [5] Revenue and Profit Forecasts - Revenue projections for 2025-2027 are 2.031 billion yuan, 2.669 billion yuan, and 3.713 billion yuan respectively, with corresponding net profits of 281 million yuan, 364 million yuan, and 522 million yuan [7][11] - The company anticipates a compound annual growth rate (CAGR) in revenue of 39.1% from 2025 to 2027 [7] Production Capacity and Expansion - The company is expanding its production capacity significantly, with total planned capacity increasing from 17,000 tons/year to 43,500 tons/year by 2027 [9] - The new production base in Hefei is set to begin trial production in Q2 2024, with full capacity expected by June 2027 [8] Market Trends - The global semiconductor industry is in a growth phase, with increasing demand for the company's electronic chemical products, particularly in the semiconductor sector [9] - The company’s electronic chemical materials for integrated circuits are projected to generate revenue of 998 million yuan in 2024, a year-on-year increase of 40.8% [8] Research and Development - R&D expenses for 2024 are projected at 220 million yuan, representing a 48.02% increase year-on-year, indicating a strong commitment to innovation [9] - The company has made significant progress in developing advanced semiconductor materials, with several products already achieving sales [9]

两连板宏昌电子：目前生产经营情况正常 无应披露而未披露的重大事项 金十数据4月18日讯，宏昌电子公告称，公司股票在2025年4月16日至4月18日连续三个交易日收盘价格 涨幅偏离值累计达20%以上，属于股票交易异常波动。经公司自查及向控股股东、实际控制人书面发函 查证，截至公告披露日，不存在应披露而未披露的重大事项或重大信息。公司生产经营情况正常，内外 部经营环境未发生重大变化，内部生产经营秩序正常。公司董事、监事、高级管理人员、控股股东及实 际控制人在股价异动期间不存在买卖公司股票的情况。 ...

Company Overview - SQM shares increased by 12.3% to close at $35.50, following a significant volume of trading, contrasting with a 26% loss over the previous four weeks [1] - The rally in SQM's stock is attributed to a rise in material stocks after President Trump announced a 90-day pause on reciprocal tariffs for most nations [1] Earnings Expectations - SQM is projected to report quarterly earnings of $0.65 per share, reflecting an 18.8% decrease year-over-year, with revenues expected to be $1.01 billion, down 7.1% from the same quarter last year [2] - The consensus EPS estimate for SQM has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - SQM is part of the Zacks Chemical - Specialty industry, which includes PPG Industries, whose stock also saw a 12.5% increase to $103.11, despite a -19.2% return over the past month [3] - PPG Industries has a consensus EPS estimate of $1.62, which is a 12.9% decline from the previous year, and it also holds a Zacks Rank of 3 (Hold) [4]

尽管特朗普关税政策冲击全球市场，但是拥有全球业务并在中国深耕长达数十年的跨国巨头德国朗盛集团，仍然 坚定认为中国经济长期向好。 4月8日，朗盛集团CEO及管理董事会主席常牧天（Matthias Zachert）在2024年业绩发布会上表示，中国是朗盛集 团的重要战略市场，二十年来朗盛积极参与并受益于中国的经济发展，与中国合作伙伴携手在整个全球供应链中 紧密合作，为化工行业注入非凡活力。 "过去二十年我们在中国市场建立了战略布局，包括10家子公司、8个研发中心和生产基地，中国的对外开放政策 为像朗盛这样的企业提供了广阔的舞台，过去20年间朗盛不断对中国市场进行投资，未来仍会择机继续。对于美 国关税政策的影响，过去9个月我们已经在分析应对，朗盛在全球有广泛业务，不会直接受冲击。但这样发展必然 影响全球GDP的增速，我们希望全球国家能够理性地进行讨论，而不是情绪化、冲动地做出一些决策，能够进一 步改善人类的发展而不是摧毁当前的繁荣和愿景。"常牧天接受《华夏时报》记者采访时表示。 进一步深耕中国市场 朗盛集团发布的2024年报数据显示，其在2024财年仍实现了显著的收益增长：常规业务范围内息税折旧摊销前利 润（EBI ...

金宏气体688106 时间: 2025年4月7日星期一 43.31分综合得分 偏弱 趋势方向 主力成本分析 15.93 元 当日主力成本 17.90 元 5日主力成本 18.50 元 20日主力成本 17.71 0 次 北向资金数据 | 持股量145.19万股 | 占流通比0.29% | | --- | --- | | 昨日净买入-11.87万股 | 昨日增仓比-0.024% | | 5日增仓比-0.065% | 20日增仓比-0.023% | 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 技术面分析 18.62 短期压力位 18.19 短期支撑位 19.11 中期压力位 18.19 中期支撑位 股价跌破短期支撑位，短线观望为宜； 股价跌破中期支撑位，中期主力资金做多意愿不强，以观望为 宜 K线形态 财务数据 最近的财报数据显示，该股于2025年04月07日 ★跳空缺口★ 注意向上还是向下跳空，出现向上跳空缺口，并伴有较大的成交量时，可积极参与；若出现向下 跳空缺口，说明市况已发生逆转，原来的升势已经结束，继续下跌的可能性很大 ★双飞乌鸦★ 行情将见顶回落 资金流数据 2025年04月0 ...

Group 1: 华盛锂电 - Company plans to invest in a project to produce 60,000 tons of vinyl carbonate annually, with the first phase targeting 30,000 tons [1] - Total investment for the project is approximately 950 million yuan, funded by the company's own or raised funds [1][2] Group 2: 万里扬 - Shareholder plans to reduce holdings by up to 1.5% of the company's total shares, equating to a maximum of 19.69 million shares [3] - The reduction is due to the shareholder's own funding needs [3][4] Group 3: 云南旅游 - Company intends to raise no more than 191 million yuan through a private placement of up to 304 million shares [5] - Funds will be used for the construction of a cultural tourism equipment industrial park and to repay debts [5][6] Group 4: 冠农股份 - Company reported a 71.58% decline in net profit for 2024, amounting to 205 million yuan [9] - Revenue decreased by 11.15% to 3.863 billion yuan, with a proposed cash dividend of 0.8 yuan per 10 shares [9][10] Group 5: 华光新材 - Company achieved a 93.78% increase in net profit for 2024, totaling 80.6174 million yuan [11] - Revenue grew by 35.52% to 1.918 billion yuan, with a proposed cash dividend of 2.77 yuan per 10 shares [11][12] Group 6: 南大光电 - Company reported a 28.15% increase in net profit for 2024, reaching 271 million yuan [13] - Revenue increased by 38.08% to 2.352 billion yuan, with a proposed cash dividend of 1 yuan per 10 shares and a stock bonus of 2 shares for every 10 shares held [13][14] Group 7: 博瑞医药 - Company experienced a 6.57% decrease in net profit for 2024, amounting to 189 million yuan [15] - Revenue increased by 8.74% to 1.283 billion yuan, with a proposed cash dividend of 0.96 yuan per 10 shares [15][16] Group 8: 贵州茅台 - Company reported a 15.38% increase in net profit for 2024, totaling 862 million yuan [17] - Revenue grew by 15.71% to 170.9 billion yuan, with a proposed cash dividend of 276.24 yuan per 10 shares [17][18] Group 9: 西部建设 - Company reported a net loss of 263 million yuan for 2024, compared to a profit of 645 million yuan in 2023 [19] - Revenue decreased by 11.01% to 20.347 billion yuan, with a proposed cash dividend of 1.25 yuan per 10 shares [19][20] Group 10: 锡业股份 - Company achieved a 2.55% increase in net profit for 2024, totaling 1.444 billion yuan [21] - Revenue slightly decreased by 0.91% to 41.973 billion yuan, with a proposed cash dividend of 1.9 yuan per 10 shares [21][22] Group 11: 海天味业 - Company reported a 12.75% increase in net profit for 2024, amounting to 6.344 billion yuan [23] - Revenue increased by 9.53% to 26.901 billion yuan, with a proposed cash dividend of 8.6 yuan per 10 shares [23][24] Group 12: 台基股份 - Company experienced an 18.77% decrease in net profit for 2024, totaling 25.2935 million yuan [25] - Revenue increased by 10.76% to 354 million yuan, with a proposed cash dividend of 0.8 yuan per 10 shares [25][26] Group 13: 金盘科技 - Company reported a 13.82% increase in net profit for 2024, amounting to 574 million yuan [27] - Revenue grew by 3.5% to 6.901 billion yuan, with a proposed cash dividend of 5.06 yuan per 10 shares [27][28] Group 14: 中油资本 - Company reported an 8.14% decrease in net profit for 2024, totaling 4.652 billion yuan [29] - Revenue slightly increased by 0.08% to 39.024 billion yuan, with a proposed cash dividend of 0.57 yuan per 10 shares [29][30] Group 15: 锐捷网络 - Company achieved a 43.09% increase in net profit for 2024, amounting to 574 million yuan [31] - Revenue increased by 1.36% to 11.699 billion yuan, with a proposed cash dividend of 6.06 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [31][32] Group 16: 华瓷股份 - Company reported a 14.21% increase in net profit for 2024, totaling 205 million yuan [33] - Revenue grew by 8.79% to 1.34 billion yuan, with a proposed cash dividend of 4 yuan per 10 shares [33][34] Group 17: 金龙羽 - Company experienced a 14.14% decrease in net profit for 2024, amounting to 14 million yuan [35] - Revenue decreased by 6.53% to 3.675 billion yuan, with a proposed cash dividend of 3 yuan per 10 shares [35][36] Group 18: 恒帅股份 - Company reported a 5.75% increase in net profit for 2024, totaling 214 million yuan [37] - Revenue increased by 4.21% to 962 million yuan, with a proposed cash dividend of 4 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [37][38] Group 19: 爱玛科技 - Company expects a 25.12% increase in net profit for the first quarter of 2025, amounting to 605 million yuan [39] - Main business includes the development, production, and sales of electric bicycles and motorcycles [39][40] Group 20: 西王食品 - Company reported a net loss of 444 million yuan for 2024, compared to a loss of 16.8658 million yuan in 2023 [41] - Revenue decreased by 9.43% to 4.972 billion yuan [41][42]

作者 | 数说新能源 数据支持 | 勾股大数 据（www.gogudata.com） 新能源战场从来不缺喧嚣， 各个参与者大展身手， 但能将技术迭代、成本博弈与生态重构三者熔于一炉的玩家却寥寥无几。 3月21日，龙蟠科技 (603906.SH/02465.HK) 在南京隆重举办了首届LOPAL DAY 全球新技术发布会，现场发布了包括四代高压实磷酸铁锂正极 材料、三代低电导率电动车冷却液、二代燃料电池催化剂、一代磷酸铁锂正极材料再生技术在内的四项前沿新技术，引发行业广泛关注。 龙蟠科技此次发布的四项技术——看似是孤立的各代际产品的技术突破， 实则暗藏一条贯穿新能源产业锂电、氢能、回收等多个关键领域 的"珍珠链逻辑"。 这背后，是龙蟠科技用一场材料界的"炼金术"，奠定其在行业全新的生态站位。 01 四箭齐发 当"材料炼金术"撞上产业革命临界点 动力电池技术迭代正以前所未有的速度重塑行业格局。 高压实磷酸铁锂作为提升电池能量密度的利器，正受到市场的热烈追捧。例如宁德时代的神行PLUS电池、比亚迪本周最新发布的"闪充刀片电 池"等，使用的都是高压实磷酸铁锂。欣旺达、蜂巢能源、亿纬锂能等电池厂商也在相继推出高能量密度 ...

● 第六届半导体湿电子化学品与电子气体论坛 将于2025年 3月19日 在 浙江杭州 召开，会议由 亚化咨询 主办。 ● 中石油、润晶科技、金宏气体、 上海市集成电路行业协会、 中科院过程所、华为电子材料实验室、江苏集萃、 浙江省化工研究院、东华大学 等企业的领导与专家领衔作报告 尊敬的行业同仁： 亚化咨询将于 2025 年 3 月19 日 在 浙江杭州 召开 第六届半导体湿电子化学品与电子气体论坛。 2023年我国电子化学品（光刻胶及配套试剂、电子气体、工艺化学品、CMP抛光液）市场规模达到 240.4亿元，同比下降7.6%，约占晶圆制造材料市场规模的34.6%。 预计2024年我国电子化学品市 场将由下降转为增长，恢复至2022年的市场规模。 近年来，我国湿电子化学品企业整体进步较为明显，除部分复配型产品，例如清洗液、刻蚀液等产 品，其余种类几乎均可实现国产化。尤其是在8英寸及以下集成电路生产线，湿电子化学品基本实 现本土化；在12英寸集成电路生产线，存储工艺化学品国产化率超 80% 。逻辑类产品， 40% 以上 的湿电子化学品已经可以本土化。2023年我国湿电子化学品销售收入为 87亿元 ，同比增长 9 ...