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新宙邦:公司通过投资石磊氟材料完成对六氟磷酸锂的布局,能有效平滑成本波动、保障供应链安全并保持合理利润空间
Zheng Quan Ri Bao· 2026-02-02 14:17
证券日报网讯 2月2日,新宙邦在互动平台回答投资者提问时表示,目前公司生产经营正常且管理层对 未来发展充满信心,公司严格按照相关法律法规和业务规则履行信息披露义务,不存在应披露而未披露 的情形。2025年第三季度以来,以六氟磷酸锂为代表的原材料价格上涨对电解液的传导正逐步落地,公 司通过投资石磊氟材料完成对六氟磷酸锂的布局,能有效平滑成本波动、保障供应链安全并保持合理利 润空间。公司是国内少数能稳定供应满足半导体制造严苛要求的高端氟化液的企业之一,与国内外知名 厂商均建立了合作关系,产品验证与市场推广工作进展顺利,已成功实现商业化批量供应,随着全球半 导体产业投资加速及市场机遇出现,该业务有望持续增长。 (文章来源:证券日报) ...
扬帆新材:预计2025年实现盈利1300万元至1900万元,同比扭亏为盈
Xin Lang Cai Jing· 2026-02-02 12:27
览富财经网讯:近日,扬帆新材(300637.SZ)发布2025年业绩预告,预计实现营业收入9.1亿元至9.2亿 元;归母净利润预计1300万元至1900万元,同比扭亏为盈。 谈及业绩变动的原因,扬帆新材表示,伴随着光引发剂下游PCB、涂料等行业逐渐复苏,对光引发剂的 需求量逐渐增加,相关产品价格实现缓慢抬升,同时公司持续加强营销团队力量配合灵活的销售策略, 实现引发剂的市场份额稳中有增,销售量同比有所增长。此外,中间体(巯基化合物及衍生品等)下游 农药行业逐渐复苏,相关中间体的需求量有所提升。 谈及业绩变动的原因,扬帆新材表示,伴随着光引发剂下游PCB、涂料等行业逐渐复苏,对光引发剂的 需求量逐渐增加,相关产品价格实现缓慢抬升,同时公司持续加强营销团队力量配合灵活的销售策略, 实现引发剂的市场份额稳中有增,销售量同比有所增长。此外,中间体(巯基化合物及衍生品等)下游 农药行业逐渐复苏,相关中间体的需求量有所提升。 值得一提的是,扬帆新材去年通过技改调整,实现了产能利用率的提升,这在一定程度上实现了对固定 成本的摊销,降低了单位产品成本,提升了公司毛利率。 公开资料显示,扬帆新材长期专注于含硫等有机中间体化合物 ...
鹿山新材:公司开发的硅碳负极功能粘接材料(PAA)已批量出货
Zheng Quan Ri Bao Wang· 2026-02-02 12:10
Core Viewpoint - The company, Lushan New Materials (603051), has successfully begun mass shipments of its silicon-carbon anode functional adhesive material (PAA) as confirmed in a response to investor inquiries on an interactive platform [1] Group 1 - The company has developed a new product, the silicon-carbon anode functional adhesive material (PAA) [1] - Mass shipments of the PAA product have commenced, indicating a significant milestone in the company's production capabilities [1]
元利科技:光稳定剂项目致力于构建丰富的产品矩阵
Zheng Quan Ri Bao· 2026-02-02 11:41
证券日报网讯 2月2日,元利科技在互动平台回答投资者提问时表示,公司光稳定剂项目致力于构建丰 富的产品矩阵,以满足不同客户的差异化需求。目前公司该项目一期和二期的产品系列已基本覆盖了受 阻胺类光稳定剂(HALS)的主流品类,具体的产品规格及经营情况,请以公开信息为准。 (文章来源:证券日报) ...
联化科技:关于子公司通过高新技术企业重新认定的公告
Zheng Quan Ri Bao· 2026-02-02 11:41
Group 1 - The core point of the article is that Lianhua Technology has received a high-tech enterprise certificate from various governmental bodies in Shandong Province, indicating its recognition as a high-tech company [2][2][2] Group 2 - The certificate is a renewal of the previous high-tech enterprise status for Lianhua Technology (Dezhou) Co., Ltd., which had reached the expiration of its prior certification [2][2][2]
醋化股份:关于公司通过高新技术企业重新认定的公告
Zheng Quan Ri Bao· 2026-02-02 11:17
(文章来源:证券日报) 证券日报网讯 2月2日,醋化股份发布公告称,公司于近日收到由江苏省科学技术厅、江苏省财政厅、 国家税务总局江苏省税务局联合颁发的《高新技术企业证书》。本次认定系公司原高新技术企业证书有 效期满后进行的重新认定。 ...
3亿美元生产基地,动工开建!
Xin Lang Cai Jing· 2026-02-02 10:49
据了解,该基地总投资3亿美元,是利安隆首个海外研发与生产综合体,聚焦抗老化材料、润滑材料及生物基材料的研发与全球市场应用,计划为全球高 分子材料及润滑油客户提供可靠解决方案。据悉,研发中心及一期生产装置将于2027年第一季度交付使用。 据了解,该基地总投资3亿美元,是利安隆首个海外研发与生产综合体,聚焦抗老化材料、润滑材料及生物基材料的研发与全球市场应用,计划为全球高 分子材料及润滑油客户提供可靠解决方案。据悉,研发中心及一期生产装置将于2027年第一季度交付使用。 项目建成投用后,将显著增强利安隆全球供应链的灵活性和安全性,有效提升其老化材料和润滑材料的服务效率和创新质量。 1月19日,正值上市九周年之际,天津利安隆新材料股份有限公司马来西亚研发生产基地奠基仪式在马来西亚柔佛州举行,利安隆董事长兼总裁李海平、 柔佛州州务大臣拿督翁哈菲兹、润英联首席执行官Aldo Govi等各界代表出席庆典并为项目培土。 1月19日,正值上市九周年之际,天津利安隆新材料股份有限公司马来西亚研发生产基地奠基仪式在马来西亚柔佛州举行,利安隆董事长兼总裁李海平、 柔佛州州务大臣拿督翁哈菲兹、润英联首席执行官Aldo Govi等各界 ...
万润股份:累计回购约464万股
Mei Ri Jing Ji Xin Wen· 2026-02-02 10:27
Group 1 - Wanrun Co., Ltd. announced on February 2 that as of January 31, 2026, the company repurchased approximately 4.64 million shares through a special securities account, accounting for 0.5024% of the current total share capital of about 923 million shares [1] - The maximum transaction price for the repurchased shares was 16 yuan per share, while the minimum transaction price was 11.31 yuan per share [1] - The total amount of funds used for the share repurchase was approximately 60.36 million yuan [1] Group 2 - Baolide, a major automotive sales giant known for selling luxury cars such as Rolls-Royce and Porsche, is now undergoing bankruptcy liquidation [1] - The headquarters in Hangzhou has been vacated, and the subsidiary in Yiwu has been sealed [1]
化学制品板块2月2日跌4.83%,美邦科技领跌,主力资金净流出33.25亿元
Zheng Xing Xing Ye Ri Bao· 2026-02-02 09:07
Market Overview - The chemical products sector experienced a decline of 4.83% on February 2, with Meibang Technology leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the chemical products sector included: - Wanfeng Co., Ltd. (603172) with a closing price of 28.30, up 9.99% on a trading volume of 52,700 shares [1] - Fulu Technology (688350) closed at 28.42, up 3.65% with a volume of 136,800 shares [1] - Tiansheng New Materials (300169) at 7.11, up 3.64% with 311,400 shares traded [1] - Major decliners included: - Meibang Technology (920471) with a closing price of 18.57, down 12.61% on a volume of 102,000 shares [2] - Yida Co., Ltd. (300721) at 15.57, down 11.23% with 256,000 shares traded [2] - Zhongchumei (688267) at 28.92, down 10.02% with a volume of 85,100 shares [2] Capital Flow - The chemical products sector saw a net outflow of 3.325 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.427 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Jinghua New Materials (603683) with a net inflow of 37.77 million yuan from institutional investors [3] - Wanfeng Co., Ltd. (603172) had a net inflow of 12.78 million yuan from institutional investors [3] - Yida Co., Ltd. (300721) experienced a net outflow of 32.26 million yuan from retail investors [3]
飞凯材料:公司紫外固化光纤光缆涂覆材料客户覆盖国内外大中型光纤光缆制造企业
Zheng Quan Ri Bao Wang· 2026-02-02 08:11
证券日报网讯2月2日,飞凯材料(300398)在互动平台回答投资者提问时表示,公司紫外固化光纤光缆 涂覆材料下游客户几乎覆盖了国内外大中型光纤光缆制造企业。 ...