Group 1 - The chemical sector continued its adjustment, with the CSI sub-industry chemical theme index closing down 4.30% last Friday and down 6.47% for the week, but still showing a cumulative increase of 27.66% since the second half of the year, outperforming the Shanghai Composite Index by over 16% [1] - The Tianhong Chemical ETF (159133) will be listed on November 25, having raised a net subscription amount of 549.89 million RMB during its fundraising period from November 10 to November 12, with a total of 549.91 million shares issued [1] - The Tianhong Chemical ETF tracks the CSI sub-industry chemical theme index, covering various segments of the chemical industry, including phosphorus chemicals, fluorine chemicals, phosphorus fertilizers, and potassium fertilizers [1] Group 2 - The basic chemical industry has seen an increase in profit growth in the first three quarters, continuing its bottom recovery, with the overall gross margin at 17.69% and net margin at 6.17% for the first three quarters of 2025, both showing a slight year-on-year recovery [2] - The profitability of sub-industries within the basic chemical sector has shown significant differentiation, with improvements noted in fluorine chemicals, potassium fertilizers, synthetic resins, chlor-alkali, and compound fertilizers [2]

11月21日，奇德新材跌4.21%，成交额7538.99万元。两融数据显示，当日奇德新材获融资买入额658.72 万元，融资偿还670.77万元，融资净买入-12.05万元。截至11月21日，奇德新材融资融券余额合计1.26 亿元。 融资方面，奇德新材当日融资买入658.72万元。当前融资余额1.26亿元，占流通市值的4.27%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，奇德新材11月21日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，广东奇德新材料股份有限公司位于广东省江门市江海区连海路323号，成立日期2007年8月16 日，上市日期2021年5月26日，公司主营业务涉及改性尼龙(PA)、改性聚丙烯(PP)为主的高性能高分子 复合材料及其制品、精密注塑模具的研发设计、生产和销售及相关服务。主营业务收入构成为：改性尼 龙复合材料及制品42.08%，其他改性复合材料及制品29.96%，改性聚丙烯复合材料及制品12.62%，精 密注塑模具7.57%，碳纤维制品4.67%，其 ...

Group 1 - The core point of the news is that Hengkun New Materials experienced a significant stock decline of 11.47% on November 21, with a trading volume of 1.25 billion yuan [1] - On the same day, the company had a financing buy-in amount of 86.55 million yuan and a financing repayment of 93.94 million yuan, resulting in a net financing outflow of 7.39 million yuan [1] - As of November 21, the total balance of margin trading for Hengkun New Materials was 144 million yuan, which represents 5.57% of its circulating market value [1] Group 2 - As of November 18, the number of shareholders for Hengkun New Materials reached 37,700, marking an increase of 94,110% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 99.85%, totaling 1,333 shares [2] - For the period from January to September 2025, Hengkun New Materials reported a revenue of 486 million yuan, reflecting a year-on-year growth of 24.11%, while the net profit attributable to the parent company was 73.91 million yuan, up by 5.50% year-on-year [2]

基础化工 2025 年 11 月 23 日 强于大市（维持评级） 一年内行业相对大盘走势 行 业 研 究 基础化工 新材料周报：光刻材料龙头上市，阿克苏诺贝尔 和艾仕得合并剑指全球第二 团队成员 分析师： 孙范彦卿 (S0210524050021) sfyq30569@hfzq.com.cn 投资要点： 相关报告 行 业 定 期 报 告 本周行情回顾。本周，Wind 新材料指数收报 4834.46 点，环比下跌 7.34%。 其中，涨幅前五的有晨光新材(16.37%)、彤程新材(14.75%)、上海新阳(9.42%)、 南大光电(8.47%)、八亿时空(2.96%)；跌幅前五的有奥克股份(-19.58%)、三祥 新材(-15.92%)、皖维高新(-15.33%)、中环股份(-14.85%)、斯迪克(-14.74%)。 六个子行业中，申万三级行业半导体材料指数收报7153.92点，环比下跌7.08%； 申万三级行业显示器件材料指数收报 1053.67 点，环比下跌 5.9%；中信三级行 业有机硅材料指数收报 7320.73 点，环比下跌 5.41%；中信三级行业碳纤维指 数收报 1417.19 点，环比下跌 8 ...

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、准确性和完整性依法承担法律责任。 一、对外投资基本情况 会通新材料股份有限公司（以下简称"公司"）于2025年10月25日披露，为推动上游聚合产线建设以实现 更好的技术成果转化，进一步完善"聚合一改性"一体化平台建设，公司拟于上海碳谷绿湾产业园租赁厂 房并成立全资子公司，负责开展"高温尼龙和PEEK聚合项目"，项目总投资8,100万元。具体内容详见 2025年10月25日在上海证券交易所网站（www.sse.com.cn）披露的《会通新材料股份有限公司关于对外 投资的自愿性披露公告》（公告编号：2025-070）。 二、本次对外投资进展情况 公司名称：上海会通聚合材料有限公司 类型：有限责任公司(非自然人投资或控股的法人独资) 统一社会信用代码：91310116MAK0JCP331 注册资本：人民币2000.0000万元整 2025年11月20日，本次投资的项目公司已完成工商注册登记手续，并取得上海市金山区市场监督管理局 颁发的《营业执照》，具体信息如下： 经营范围：一般项目：工程塑料及合成树脂销售；新材料技 ...

证券代码：688219 证券简称：会通股份 公告编号：2025-079 会通新材料股份有限公司 关于对外投资进展的自愿性公告 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、准确性和完整性依法承担法律责任。 一、对外投资基本情况 统一社会信用代码：91310116MAK0JCP331 注册资本：人民币2000.0000万元整 成立日期：2025年11月20日 法定代表人：秦怀礼 住所：上海市金山区金山卫镇秋实路688号2幢(碳谷绿湾经济小区)。 经营范围：一般项目：工程塑料及合成树脂销售；新材料技术研发；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；货物进出口。(除依法须经批准的项目外，凭营业执照依法自主开展 经营活动) 会通新材料股份有限公司（以下简称"公司"）于2025年10月25日披露，为推动上游聚合产线建设以实现 更好的技术成果转化，进一步完善"聚合一改性"一体化平台建设，公司拟于上海碳谷绿湾产业园租赁厂 房并成立全资子公司，负责开展"高温尼龙和PEEK聚合项目"，项目总投资8,100万元。具体内容详见 2025年10月25日在上海 ...

Group 1 - The core point of the news is the signing of an investment cooperation intention letter between Sinopec Yanshan Petrochemical Company and the Tianjin Economic and Technological Development Zone, marking the full implementation phase of the Tianjin South Port Green High-end Rubber New Materials Project with a total investment of approximately 6 billion yuan [1] - The project is planned to be executed in two phases, with the first phase involving an investment of 2.42 billion yuan, covering an area of 277,000 square meters, and the construction of two production facilities: 100,000 tons/year of solution-styrene-butadiene rubber and 100,000 tons/year of polybutadiene rubber, along with corresponding auxiliary facilities [1] - The second phase will focus on planning distinctive advantageous projects of Yanshan Petrochemical, which will be initiated based on the construction, processes, and market conditions of the first phase [1] Group 2 - The news also touches on the "14th Five-Year Plan" and the "anti-involution" policy aimed at building a new ecological environment for the chemical industry, indicating a strategic direction for future developments in the sector [1] - There is a discussion on the current state and misunderstandings of intellectual property rights within chemical enterprises, highlighting the need for better awareness and management of intellectual property [1] - The importance of protecting trade secrets in chemical enterprises is emphasized, including risk identification, high-risk scenarios, and the establishment of a protection system for trade secrets [2]

证券时报·数据宝统计显示，晶华新材今日收盘价为26.40元，上涨2.25%，日换手率为5.13%，成交额为 3.76亿元，全天主力资金净流入589.31万元，近5日该股累计下跌5.04%，近5日资金合计净流出6751.12 万元。（数据宝） 11月21日晶华新材大宗交易一览 晶华新材11月21日大宗交易平台共发生2笔成交，合计成交量222.20万股，成交金额5583.89万元。成交 价格均为25.13元，相对今日收盘价折价4.81%。从参与大宗交易营业部来看，机构专用席位共出现在1 笔成交的买方或卖方营业部中，合计成交金额为2136.05万元，净买入2136.05万元。 进一步统计，近3个月内该股累计发生33笔大宗交易，合计成交金额为1.49亿元。 （文章来源：证券时报网） | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | | 折溢价（%） | | | | 股） | | （元） | | | | | 137.20 | 3447.84 | 25.13 | -4.81 ...

Core Points - Guofeng New Materials experienced a trading limit increase today, with a turnover rate of 35.34% and a transaction amount of 2.605 billion yuan, showing a price fluctuation of 18.26% [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily fluctuation value of 18.26% and a daily price deviation of 13.43% [2] - The net inflow of main funds for the stock today was 102 million yuan, with a large single net inflow of 203 million yuan and a large single net outflow of 101 million yuan [2] Trading Data - The stock's latest margin trading balance as of November 20 is 355 million yuan, with a financing balance of 355 million yuan and a securities lending balance of 463,100 yuan [2] - Over the past five days, the total financing balance has decreased by 40.79 million yuan, a decline of 10.32%, while the securities lending balance has increased by 590 yuan, an increase of 1.29% [2] Major Trading Departments - The top five buying and selling trading departments accounted for a total transaction amount of 691 million yuan, with buying transactions amounting to 310 million yuan and selling transactions amounting to 381 million yuan, resulting in a net selling of 71.06 million yuan [2] - The largest buying department was Huatai Securities Co., Ltd. with a buying amount of 80.4347 million yuan and a selling amount of 4,750 yuan [2]

Core Points - The selection of academicians is increasingly opening doors for private enterprises, breaking the dominance of research institutions, universities, and large state-owned enterprises [1][2] - The recent election of academicians includes three from private companies, highlighting the growing recognition of their contributions to technology innovation [1][3] Group 1: Academician Selection - The Chinese Academy of Sciences and the Chinese Academy of Engineering announced the election of 73 and 71 academicians respectively for 2025, with three from private enterprises [1] - The selected academicians from private companies include Lian Yubo from BYD, Huang Xianbo from Kingfa Technology, and Wu Kai from CATL, all of whom are pivotal in their respective fields [1][3] Group 2: Contribution of Private Enterprises - Private enterprises contribute 70% of the country's technological innovation results and encompass 80% of the national "specialized and innovative" small giants and 90% of high-tech enterprises [2] - Key technological advancements in AI, robotics, semiconductors, and new energy are primarily driven by private companies, which are also responsible for a significant number of scientific papers [2][3] Group 3: Impact on Guangdong Province - Guangdong has added nine academicians this year, with two from private enterprises, marking the first time private enterprise experts have been elected [5] - The province's private sector is a major innovation driver, accounting for over 65% of invention patents and 75% of technological innovations [5][6] Group 4: Technological Innovations - Lian Yubo has developed a blade battery technology that addresses global challenges in energy density and safety, while Huang Xianbo's team created a high-temperature nylon material that significantly reduces costs [3][6] - Wu Kai's project on key technologies for large-scale production of power batteries received a national science and technology progress award [3] Group 5: Future Implications - The recognition of private enterprise scientists as academicians signals a shift in China's scientific evaluation system, emphasizing the importance of technology that drives industrial progress [3][6] - The election of these academicians is part of broader reforms in the Chinese academic system, reflecting an expanding view of national scientific innovation [3][6]