Group 1 - The chemical sector experienced a significant rally on October 29, with the chemical ETF (516020) showing a nearly uninterrupted upward trend, closing with a gain of 2.94% [1] - Key stocks in the sector included lithium batteries, civil explosives, pesticides, and potassium fertilizers, with notable gains from Yuntianhua (over 7%), Guangdong Hongda, and Yangnong Chemical (both over 6%) [1] - The chemical ETF's underlying index, which includes leading companies in the lithium battery industry, is expected to benefit significantly from the development of a new energy system [2] Group 2 - The chemical ETF's underlying index had a price-to-book ratio of 2.25, which is at a low point historically, indicating strong medium to long-term investment value [3] - The basic chemical sector has attracted significant main capital inflow, with a net inflow of 26.825 billion yuan over the past five trading days, ranking fourth among 30 major sectors [4] - Future demand in the chemical industry is expected to expand, with the sector's global competitiveness likely to improve, while supply-side competition may ease, promoting high-quality development [5] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [6] - Investors can also access the chemical sector through the chemical ETF linked funds (Class A 012537/Class C 012538) for more efficient exposure [6]

投资者可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东户 数信息。证券时报·数据宝统计显示，784家公司公布了截至10月20日最新股东户数，相比之前各期，有 120股股东户数连续减少3期以上，股东户数最多已连降16期。也就是说筹码呈持续集中趋势。 股东户数连续下降个股中，连降时间较长的有*ST中地、锋尚文化等，其中，*ST中地最新股东户数为 29865户，已连续减少16期，累计降幅为26.41%，锋尚文化股东户数连降10期，最新户数为13463户， 累计降幅44.86%，股东户数连降期数较多的还有新联电子、ST应急、青龙管业等。从最新一期的股东 户数下降幅度看，降幅较大的有信凯科技、泰禾股份、燕京啤酒等，最新股东户数分别下降26.54%、 22.36%、10.93%。 从机构动向看，股东户数连降股中，近一个月获机构调研的有11只，机构调研次数较为频繁的有民爆光 电、飞龙股份等，其间分别获机构调研2次、2次；机构调研家数看，机构较为扎堆的是美好医疗、京北 方、民爆光电，分别有72家、56家、23家机构参与调研。 从业绩来看，有82股已经公布了三季报，净利润同比增幅最高的是新 ...

按最新收盘价计算，A股均价为14.06元，不足2元的个股共有28只，股价最低的是*ST高鸿，最新收盘 价为0.38元。 证券时报·数据宝统计显示，截至10月29日收盘，沪指报收4016.33点，A股平均股价为14.06元，从个股 股价分布看，高价股及低价股数量在A股市场总体占比相对较少。 低价股中，股价低于2元的共有28只，最低的是*ST高鸿，最新收盘价为0.38元，其次是*ST元成、*ST 苏吴，最新收盘价分别为0.86元、0.96元。特征来看，股价低于2元个股中，共有12只ST股上榜，占比 为42.86%。 | 600881 | 亚泰集团 | 1.90 | 1.06 | 1.87 | 3.28 | 综合 | | --- | --- | --- | --- | --- | --- | --- | | 601588 | 北辰实业 | 1.91 | -1.04 | 1.29 | 0.79 | 房地产 | | 002717 | ST岭南 | 1.99 | 2.58 | 14.91 | 3.87 | 建筑装饰 | | 300477 | ST合纵 | 1.99 | -0.50 | 3.25 | 2.16 | 电力设备 ...

二、主要产品及原材料的价格变动情况 证券代码：600328 证券简称：中盐化工 公告编号：2025-098 中盐内蒙古化工股份有限公司 2025 年第三季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 中盐内蒙古化工股份有限公司（以下简称"公司"）根据上海证 券交易所《上市公司行业信息披露指引第七号-医药》《上市公司行 业信息披露指引第十八号-化工》及《关于做好上市公司 2025 年第三 季度报告披露工作的通知》要求，现将公司 2025 年第三季度主要经 营数据披露如下： | 主要原材料 | 2024 | 年第三季度平 均采购价（含税） | 2025 年第三季度平 均采购价（含税） | 变动比例 （%） | | --- | --- | --- | --- | --- | | 原盐（元/吨） | | 155.33 | 125.38 | -19.28% | | 石灰石（元/吨） | | 65.33 | 66.08 | 1.14% | | 焦炭（元/吨） | | 1,459.20 | 1,346.27 | ...

证券时报·数据宝统计，截至下午13:58，今日沪指涨0.36%，A股成交量1078.52亿股，成交金额18285.62 亿元，比上一个交易日增加2.13%。个股方面，2039只个股上涨，其中涨停52只，3288只个股下跌，其 中跌停9只。从申万行业来看，电力设备、有色金属、非银金融等涨幅最大，涨幅分别为4.00%、 3.07%、1.20%；银行、食品饮料、轻工制造等跌幅最大，跌幅分别为1.56%、0.78%、0.53%。（数据 宝） 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 电力设备 | 4.00 | 2463.73 | 33.06 | 阿特斯 | 19.97 | | 有色金属 | 3.07 | 1125.00 | -4.62 | 常铝股份 | 10.08 | | 非银金融 | 1.20 | 808.22 | 54.88 | 国网英大 | 9.95 | | 电子 | 1.11 | 3499.84 | -7.48 | 本川智能 ...

风险提示：以上产品由基金管理人发行与管理，代销机构不承担产品的投资、兑付和风险管理责任。投 资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金法律文件，了解基金 的风险收益特征，选择与自身风险承受能力相适应的产品。基金过往业绩并不预示其未来表现，基金投 资须谨慎！销售机构（包括基金管理人直销机构和其他销售机构）根据相关法律法规对本基金进行风险 评价，投资者应及时关注基金管理人出具的适当性意见，各销售机构关于适当性的意见不必然一致，且 基金销售机构所出具的基金产品风险等级评价结果不得低于基金管理人作出的风险等级评价结果。基金 合同中关于基金风险收益特征与基金风险等级因考虑因素不同而存在差异。投资者应了解基金的风险收 益情况，结合自身投资目的、期限、投资经验及风险承受能力谨慎选择基金产品并自行承担风险。中国 证监会对上述基金的注册，并不表明其对上述基金的投资价值、市场前景和收益做出实质性判断或保 证。基金投资须谨慎。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：杨赐 东海证券指出，"十五五"强调科技自立自强，新材料产业迎来国产替代加速机遇，如光刻胶、高端工程 塑料等细分领域。制冷剂行业 ...

Group 1: Economic Indicators and Market Trends - The US September CPI year-on-year growth rate was lower than expected, with core inflation falling to 3.0%, increasing market expectations for continued interest rate cuts by the Federal Reserve, with probabilities for cuts in October and December rising above 90% [1] - The price of lithium hexafluorophosphate surged by 63.33% in October, leading to a 25.62% increase in electrolyte prices, primarily due to a short-term supply-demand imbalance [1] - Strong downstream demand in the new energy vehicle sector, with sales growth of 34.55% year-on-year and battery installation growth of 42.52%, supports price recovery in the industry [1] Group 2: Company Performance - In Q3 2025, China Aluminum achieved a net profit of 3.8 billion yuan, a year-on-year increase of 90% and a quarter-on-quarter increase of 7.6%, significantly enhancing profitability [2] - Huayou Cobalt's net profit for the first three quarters of 2025 increased by 39.59%, driven by a substantial rise in cobalt prices due to export quotas implemented in the Democratic Republic of Congo [2] Group 3: Industry Dynamics - The chemical industry is currently at a cyclical bottom, with potential for recovery in profitability as macroeconomic conditions improve and downstream restocking demand increases, particularly in lithium battery materials [3] - Emerging applications such as AI and OLED are driving growth in semiconductor materials and high-performance polymers, becoming important growth engines for the chemical industry [3] Group 4: ETF and Index Performance - As of October 29, 2025, the CSI All Materials Index rose by 2.45%, with significant gains in component stocks such as China Aluminum, which increased by 7.67% [3] - The CSI All Materials Index, which tracks representative companies in the raw materials sector, has a current price-to-book ratio of 2.12, lower than other similar indices, aligning with the "buy on undervaluation" logic in cyclical industries [4]

上证报中国证券网讯（记者 朱妍）进入上市公司三季报密集披露期，公募调研提速。公募排排网数据 显示，上周（10月20日-10月26日）共有140家公募机构参与了99家A股上市公司的调研，合计调研频次 达1188次，环比大增121.64%。行业方面，医药生物行业成为上周调研中最受公募青睐行业，合计接受 调研次数达197次。此外，机械设备、基础化工、电力设备、汽车等行业亦获得较高关注。 具体配置上，金鹰基金认为，在当前科技投资"缩圈"的过程中，看好有业绩支撑的海外算力、存储、消 费电子、风电储能等方向，预计科技方向开始进入区间交易，回调空间有限。价值方向主要受行业和个 股逻辑影响，看好非银（券商/保险/金融IT）、出口链（有色/电网设备/工程机械）、高股息的消费白 马。 富国基金认为，短期来看，美联储议息会议、国内上市公司三季报业绩或对市场情绪仍有扰动，但中长 期看中国资产重估逻辑未改，指数有望延续震荡向上。 进入上市公司三季报密集披露期，公募调研提速。 ...

根据刚刚披露完毕的基金三季报，2888只股票出现在基金重仓股名单。调仓动向显示，600只股新进基 金重仓股名单，增持个股1040只，减持1224只，23只股持股量环比上一季度未发生变化。 证券时报·数据宝统计显示，基金新建仓个股中，深沪主板个股有325只，创业板个股有184只，科创板 个股有54只，北交所有37只。行业分布上，机械设备、基础化工、电子行业较为扎堆，分别有82只、68 只、59只股票获基金新建仓。 基金新进股中，以持股量占流通股比例统计，持股比例在5%~10%之间的有7只，持股比例在3%~5%之 间的有12只，持股比例在1%~3%之间的有43只。 新进持股比例最高的是中船特气，三季度末新入围12家基金重仓股名单，合计持股量为1545.60万股， 占流通股的比例达10.66%；其次是云意电气，获21家基金新建仓，合计持股量5733.43万股，占流通股 的比例为6.70%，基金新进且持股比例较高还有博苑股份、鼎际得、国恩股份等，持股比例分别为 6.29%、5.91%、5.73%。 从重仓基金家数看，基金高比例新建仓个股中，基金家数最多的是云意电气，共有21家基金抱团持有， 国恩股份、中船特气、延江股 ...

Core Insights - The Social Security Fund has invested in 360 stocks by the end of Q3, with 32 stocks held for over 20 consecutive quarters, indicating a long-term investment strategy [1][2] Group 1: Investment Trends - The Social Security Fund has increased its holdings in 8 out of the 32 continuously held stocks, with significant increases in Hangyang Co., Yangnong Chemical, and Qixin Group, showing increases of 41.93%, 31.18%, and 18.76% respectively [2] - Conversely, 15 stocks saw a reduction in holdings, with notable decreases in Chengyi Pharmaceutical, Three Squirrels, and Chengde Lululemon, with reductions of 64.17%, 61.30%, and 56.24% respectively [2] Group 2: Industry Concentration - The 32 continuously held stocks are concentrated in the basic chemicals, pharmaceutical biology, and automotive sectors, with 6, 5, and 3 stocks respectively [2] - The basic chemicals sector includes stocks like Yangnong Chemical, Bluestar Technology, and Hangyang Co., while the pharmaceutical sector includes stocks like Wuwei Biological, Aide Biological, and Chengyi Pharmaceutical [2] Group 3: Performance Analysis - Among the 32 stocks, 20 reported a year-on-year increase in net profit, with Xiantan Co., China Jushi, and New Xing Casting showing significant growth rates of 72.48%, 67.51%, and 44.67% respectively [3] - Conversely, 11 stocks experienced a decline in net profit, with Zhongqi Co., Sanyou Chemical, and Three Squirrels showing declines of 622.16%, 69.18%, and 52.91% respectively [3]