Core Viewpoint - Meirui New Materials (300848) is accelerating the construction of its 10,000-ton expandable thermoplastic polyurethane elastomer project, with progress aligning with expectations [1] Group 1: Project Development - The company is advancing its project for producing 10,000 tons of expandable thermoplastic polyurethane elastomers as planned [1] - The construction progress is in line with the company's expectations [1] Group 2: Product Characteristics and Market Potential - The self-developed foamed TPU represents a new application of TPU in the footwear sector, characterized by lightweight and high rebound properties [1] - Foamed TPU is easy to process and is typically used in the midsoles of sports shoes, indicating a favorable market development outlook [1] Group 3: Competitive Advantage - The core raw material for foamed TPU is HDI, which has synergistic advantages with the company's Henan project [1] - With the production launch of HDI in Henan, the competitive advantage of the company's foamed TPU is expected to strengthen, facilitating market sales and expansion [1]

具体来看，今日上榜营业部中，第一大买入营业部为东亚前海证券有限责任公司苏州分公司，买入金额 为6312.70万元，第一大卖出营业部为国信证券股份有限公司芜湖文化路证券营业部，卖出金额为 8143.15万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨5.70%，上榜后5日平均涨28.42%。 资金流向方面，今日该股主力资金净流入2.21亿元，其中，特大单净流入1.86亿元，大单资金净流入 3529.73万元。近5日主力资金净流入4699.67万元。 融资融券数据显示，该股最新(1月7日)两融余额为7.23亿元，其中，融资余额为7.23亿元，融券余额为 64.41万元。近5日融资余额合计增加1.15亿元，增幅为18.97%，融券余额合计增加2.98万元，增幅 4.84%。 神剑股份1月8日交易公开信息 买/卖会员营业部名称买入金额(万元)卖出金额(万元) 神剑股份今日涨停，全天换手率38.64%，成交额47.64亿元，振幅11.46%。龙虎榜数据显示，营业部席 位合计净买入1.00亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.83%、日换手率达38.39%上榜，营业部席位合计净 买入1.00亿元 ...

Core Viewpoint - The domestic aluminum oxide target material industry in China is developing, but it still relies on imports for high-end products, with leading technology held by companies in the US and Japan [2] Industry Summary - The aluminum oxide target material industry in China has seen continuous development in recent years, yet it remains partially dependent on imports for high-end applications [2] - Companies from the US and Japan possess a technological advantage in aluminum oxide target materials, indicating a competitive gap in the high-end market [2] Company Summary - The company's subsidiary, Weixin Technology, produces aluminum oxide target materials primarily used in the insulation and dielectric layers of integrated circuits, which help isolate circuits to prevent interference and reduce current leakage, thereby enhancing reliability [2] - The company aims to improve the quality of its target materials and expand its market presence [2]

（编辑 丛可心） 证券日报网1月8日讯 ，联化科技在接受调研者提问时表示，公司自成立以来一直在化学领域耕耘，多 年来始终专注于化学合成，新能源相关化学品也是基于化学合成。公司认为，在化学合成方面最重要的 能力是商业化的能力，公司在产品商业化方面是具有竞争力的。新能源行业是"足够宽、足够长"的赛 道。另一方面，公司当时业务以海外客户的CDMO业务为主，拓展新能源业务能有效对冲经营风险，保 障公司发展稳健。尽管在新领域开拓过程中不可避免会面临一些挑战，公司目前正稳步推进相关规划， 积极提升技术与运营能力，缩小与行业领先者的差距。 ...

Core Viewpoint - The company is focusing on sales of LiFSI, cathode materials, and electrolytes while continuing technical improvements on lithium hexafluorophosphate projects [1] Group 1: Business Development - The company is expanding its range of new energy products and exploring new markets to seize opportunities in the new energy sector [1] - The company aims to achieve a breakthrough in revenue from its new energy business by 2025 [1] - Revenue and profit performance in the new energy business are expected to further improve by 2026 [1] Group 2: Technical and Competitive Edge - The company follows a systematic process for technological development and continuously optimizes product competitiveness [1] - The company leverages its research and production capabilities to convert technological advantages into market advantages [1]

Group 1: Economic Indicators - The ISM Services PMI rose from 52.6 in November to 54.4 in December, exceeding market expectations of 52.2, marking 10 consecutive months of expansion[2] - The Services PMI corresponds to an annualized GDP growth rate of 1.9%[2] - The Manufacturing PMI decreased from 48.2 in November to 47.9 in December, below the market expectation of 48.4, indicating continued contraction[2] Group 2: Employment and Inflation - The Employment Index in the Services sector increased from 48.9 to 52, indicating a rebound in the job market for the first time since the implementation of tariffs[2] - The Prices Index in the Services sector decreased from 65.4 to 64.3, returning to pre-tariff levels while still indicating rapid expansion[2] - Inflation is expected to decline slightly in the short term due to falling oil prices and slowing rent increases, but may rise again in the second half of the year[1] Group 3: Market Outlook - The U.S. economy is projected to maintain a robust growth rate of 4.3% in Q3, driven by strong consumer spending and a rebound in net exports[2] - The Federal Reserve is anticipated to cut interest rates by 25 basis points in June, adjusting the target federal funds rate from 3.5%-3.75% at the end of 2025 to 3.25%-3.50% by the end of 2026[1] - Risk asset prices may experience volatility as expectations for tighter dollar liquidity increase in the latter half of the year[1]

Core Viewpoint - Company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance international strategy and financing capabilities [1] Group 1: Company Overview - Company, Huasheng Lithium Battery, is a leading supplier of electrolyte additives such as Vinylene Carbonate (VC) and Fluoroethylene Carbonate (FEC) [1][2] - The company has established partnerships with well-known lithium battery manufacturers including Mitsubishi Chemical, BYD, and Tianqi Materials, covering markets in Asia, Europe, and America [2] Group 2: Production Capacity and Market Demand - The company has production bases in Zhangjiagang and a wholly-owned subsidiary, Taixing Huasheng, with a total production capacity of 14,000 tons per year for VC and FEC products [2] - Recent demand growth in the downstream power and energy storage markets has led to significant price increases for VC and FEC products [2] - The company maintains a high capacity utilization rate, with product pricing dynamically adjusted based on supply-demand relationships and raw material costs [2] Group 3: Future Projects and Innovations - To meet market demand, the company plans to invest 950 million yuan in a new project to produce 60,000 tons of Vinylene Carbonate, with the first phase targeting 30,000 tons [2] - The company is also engaged in the solid-state battery sector, having completed laboratory trials for various solid-state/half-solid-state battery materials, although these have not yet reached commercialization [3]

公告称，、LCP产品是公司经过多年研发的核心材料之一，可以广泛应用于多种行业领域，属于通用型 产品而非专用领域的定制化产品。目前，公司LCP薄膜产品虽然与下游客户在脑机接口领域进行对接测 试中，但由于认证周期较长，预计在短期内LCP薄膜产品在该领域不会有规模化订单产生，目前在该领 域未形成营业收入，一定时期内不会对公司业绩带来重要影响，且中长期可能面临充分的市场竞争风 险。 智通财经APP讯，普利特(002324.SZ)公告，公司股票交易价格连续2个交易日(2026年1月7日、2026年1 月8日)收盘价格涨跌幅累计偏离20.76%，公司股票交易属于异常波动的情况。 公司LCP纤维材料虽然于2025年4月为国内某头部客户的低轨卫星的柔性太阳翼中进行材料供应，但目 前上述业务订单量很小，占公司整体营业收入比例低于公司全年整体营业收入0.01%，预计短期内对公 司业绩影响很小，且暂无明显增长趋势，且中长期可能面临充分的市场竞争风险。 ...

Group 1 - The company, Huasheng Lithium, announced plans to issue H-shares and list on the Hong Kong Stock Exchange [2][3] - The company is currently in discussions with relevant intermediaries regarding the specifics of the H-share issuance and listing [2] - The H-share listing will not change the company's controlling shareholder or actual controller, but will require approval from the board, shareholders, and regulatory bodies [3] Group 2 - The H-share listing plan aims to accelerate the company's international strategic layout and enhance its overseas financing capabilities [3] - The initiative is part of the company's overall development strategy and operational needs to improve capital strength and competitive edge [3]

Market Overview - The chemical products sector experienced a decline of 0.4% on January 8, with Jia Bi You leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Notable gainers in the chemical products sector included: - He Yuan Gas (002971) with a closing price of 33.63, up 10.01% and a trading volume of 182,700 shares, totaling 610 million yuan [1] - Jian Ye Co. (603948) closed at 29.27, up 6.94% with a trading volume of 89,100 shares, totaling 256 million yuan [1] - Guangdong Hongda (002683) closed at 48.58, up 6.42% with a trading volume of 294,300 shares, totaling 1.412 billion yuan [1] - Conversely, Jia Bi You (688089) saw a significant decline, closing at 21.15, down 11.91% with a trading volume of 195,500 shares, totaling 409 million yuan [2] - Other notable decliners included: - Xin Xun Technology (001335) down 6.53% to 46.12 [2] - Ya Hua Group (002497) down 3.29% to 23.52 [2] Capital Flow - The chemical products sector experienced a net outflow of 2.488 billion yuan from institutional investors, while retail investors saw a net inflow of 2.311 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: - Hang Yang Co. (002430) with a net inflow of 62.25 million yuan from institutional investors [3] - Xiong Di Technology (002562) with a net inflow of 52.57 million yuan [3] - He Yuan Gas (002971) with a net inflow of 51.07 million yuan [3]