10月28日，上证指数早盘低开后窄幅震荡，临近午盘拉升上扬，午后震荡回落，随后有所回升，盘中 4000点得而复失；深证成指、创业板指、科创50指数早盘低开后震荡回升，午后回落走低，之后有所回 升。截至收盘，上证指数报3988.22点，跌0.22%，成交额9408亿元；深证成指报13430.10点，跌 0.44%，成交额12070.99亿元；创业板指报3229.58点，跌0.15%，成交额5732.66亿元；科创50指数报 1471.73点，跌0.84%，成交额878亿元。沪深两市合计成交21478.99亿元，成交额较上一交易日减少 1922.28亿元。 氟化工、PCB等概念走强 ST中迪8连板 盘面上来看，行业板块、概念跌多涨少。其中，国防军工、交通运输、纺织服饰、通信、环保等行业涨 幅靠前；氟化工、PCB、同步磁阻电机、超导、摄像头、赛马等概念走势活跃。有色金属、美容护理、 钢铁、建筑装饰、煤炭、医药生物、证券、石油石化等行业跌幅居前；低碳冶金、黄金、培育钻石、稀 土永磁、CRO、钒电池、虚拟电厂、调味品等概念走势较弱。涨停个股主要集中在化工、计算机、电 子、机械设备、房地产等行业。 从个股涨跌情况来看，截 ...

Core Viewpoint - The significant performance growth of Dongyangguang Technology is attributed to its strong position in the fluorochemical sector and the favorable market conditions following the Kigali Amendment, leading to a substantial increase in product prices and operational efficiency [1][2]. Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 10.97 billion yuan, representing a year-on-year growth of 23.56% [1]. - The net profit attributable to shareholders reached 906 million yuan, showing a remarkable year-on-year increase of 189.8% [1]. - The net profit excluding non-recurring gains and losses was 787 million yuan, with a growth rate of 171.77% [1]. Industry Position - Dongyangguang is the only company in South China with a complete chlorofluorocarbon industrial chain, holding approximately 60,000 tons of third-generation refrigerant quotas, placing it in the leading tier domestically [1]. - The price of the mainstream product R32 has surged from 17,000-18,000 yuan per ton at the beginning of 2024 to 61,000 yuan per ton currently, benefiting the company significantly [1]. Strategic Development - The company has engaged in bankruptcy restructuring to further integrate chlor-alkali chemical resources, enhancing its "salt mine-chlor-alkali-refrigerant-fluorine fine chemical" full industry chain [1]. - This integration not only mitigates supply chain volatility risks but also improves operational efficiency through stable cooperation with leading downstream enterprises [1]. Future Outlook - The performance surge is seen as a reflection of the long-term collaborative advantages built by the company within the industry, rather than merely a result of cyclical luck [2]. - The company is actively investing in the research and development of fourth-generation refrigerant technology, preparing for future industry iterations [2].

Core Viewpoint - The fluorochemical sector has shown a positive performance with a 1.23% increase, ranking 8th among concept sectors, driven by significant gains in stocks like Duofluoride and others [1][2]. Group 1: Sector Performance - The fluorochemical concept saw 18 stocks rise, with Duofluoride hitting the daily limit up, while leading gainers included China Shipbuilding Special Gas, Tianji Co., and Hongyuan Pharmaceutical, which increased by 15.71%, 7.64%, and 6.33% respectively [1]. - Conversely, the Chlor-alkali Chemical sector, Baosteel, and Anka Intelligent Electric experienced declines of 4.60%, 3.00%, and 2.35% respectively [1]. Group 2: Capital Flow - The fluorochemical sector attracted a net inflow of 1.585 billion yuan, with 18 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2]. - Duofluoride led the net inflow with 1.133 billion yuan, followed by Tianji Materials, Tianji Co., and Dongyangguang with net inflows of 529 million yuan, 365 million yuan, and 236 million yuan respectively [2]. Group 3: Stock-Specific Data - Duofluoride had a net inflow rate of 21.87%, while China Shipbuilding Special Gas and Hongyuan Pharmaceutical had rates of 12.78% and 12.76% respectively [3]. - The trading volume and turnover rates for key stocks in the fluorochemical sector were notable, with Duofluoride showing a trading volume of approximately 1.133 billion yuan and a turnover rate of 20.52% [3].

Core Insights - The PVDF concept sector experienced a rise of 1.37%, ranking 7th among concept sectors, with 10 stocks increasing in value, notably Duofluoride reaching the daily limit, while Shenzhen New Star, Haohua Technology, and Huitian New Materials also saw significant gains of 4.22%, 3.84%, and 3.72% respectively [1][2] - The sector attracted a net inflow of 1.317 billion yuan, with 8 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow, led by Duofluoride with 1.133 billion yuan [2][3] - The net inflow ratios for leading stocks in the PVDF sector were 21.87% for Duofluoride, 11.85% for Dongyangguang, and 9.96% for Haohua Technology [3] Sector Performance - The PVDF concept sector's performance was highlighted by the significant daily increase, with Duofluoride leading the charge [1][2] - Other notable performers included Shenzhen New Star and Haohua Technology, contributing to the overall positive sentiment in the sector [1][2] - Conversely, stocks such as Shengjing Micro, Huayi Group, and Sanmei Co. faced declines, indicating mixed performance within the broader market context [1][2] Fund Flow Analysis - The main capital inflow into the PVDF sector was substantial, with a total of 1.317 billion yuan, indicating strong investor interest [2][3] - The leading stocks in terms of capital inflow were Duofluoride, Dongyangguang, and Haohua Technology, reflecting their attractiveness to investors [3] - The turnover rates for these stocks also varied, with Duofluoride showing a high turnover rate of 20.52%, suggesting active trading [3]

（原标题：氟化工概念涨1.23%，主力资金净流入18股） 截至10月28日收盘，氟化工概念上涨1.23%，位居概念板块涨幅第8，板块内，18股上涨，多氟多涨 停，中船特气、天际股份、宏源药业等涨幅居前，分别上涨15.71%、7.64%、6.33%。跌幅居前的有氯 碱化工、包钢股份、安靠智电等，分别下跌4.60%、3.00%、2.35%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海峡两岸 | 4.29 | 金属铅 | -1.70 | | 兵装重组概念 | 3.22 | 黄金概念 | -1.55 | | 中船系 | 2.89 | 金属镍 | -1.37 | | 福建自贸区 | 2.65 | 金属钴 | -1.37 | | 中韩自贸区 | 1.65 | 金属铜 | -1.35 | | 家庭医生 | 1.38 | 金属锌 | -1.31 | | PVDF概念 | 1.37 | 稀土永磁 | -1.16 | | 氟化工概念 | 1.23 | 深圳国企改革 | -1.10 | | 华为手机 | 1.11 | 特钢 ...

【金石资源：第三季度净利润1.09亿元 同比增长32.29%】智通财经10月28日电，金石资源(603505.SH) 公告称，公司发布2025年第三季度报告，第三季度营收为10.33亿元，同比增长45.21%；净利润为1.09 亿元，同比增长32.29%。前三季度营收为27.58亿元，同比增长50.73%；净利润为2.36亿元，同比下降 5.88%。业绩变动原因主要包括包头"选化一体"项目产能释放，无水氟化氢和萤石粉销售量增加，以及 自有单一萤石矿山产量和销量同比上升；公司拟每10股派发红利0.70元（含税），合计派发现金红利 5876.72万元（含税），占前三季度净利润的24.94%。 转自：智通财经 ...

公司于深圳证券交易所创业板上市的非全资附属公司山东东岳有机硅材料股份有限公司已于深圳证券交 易所网站发布2025年第三季度报告。以下是东岳硅材2025年前三季度未经审计的主要财务资料：收入为 4.90亿元;归属于东岳硅材股东的净利润为285.7万元。 参股公司未来材料已向上交所提交上市申请材料 智通财经APP获悉，国泰海通发布研报称，维持东岳集团(00189)"增持"评级，给予公司2025-2027年归 母净利润为18.22、20.17、24.10亿元，结合同行业可比公司，给予公司2026年12倍PE，按港币兑人民币 汇率为0.91计算，对应目标价15.29港元。 国泰海通主要观点如下： 2025H1制冷剂业务业绩同比增长209.77% 2025H1，制冷剂分部对外销售为22.92亿元，同比增长47.69%，占集团总对外销售的30.71%;而该分部业 绩为盈利10.30亿元，同比增长209.77%。25H1，制冷剂分部R32、R410a等主要的产品价格有明显上 涨，为该分部业绩增长的主要原因。该两种产品价格于2025H1上涨主要与配额的限制有关。 附属公司东岳硅材发布三季度业绩 公司收到参股公司山东东岳未来氢 ...

Group 1 - The fluorochemical index increased by 1.98% during the trading session [1] - Among the constituent stocks, Duofu Duo reached the daily limit, while Jingrui Electric Materials rose by 7.20%, Shenzhen New Star increased by 6.00%, Yongtai Technology went up by 3.11%, and Haohua Technology climbed by 2.81% [1]

展望后市，中国银河证券表示，政策方面，近期高层审议通过"十五五"规划建议稿，市场聚焦"十五 五"改革方向。"十五五"政策预期下，建议关注以下四条投资主线。一是，行业自律反内卷，建议关注 涤纶长丝、有机硅、农药等板块；二是，政策引导落后产能退出，建议关注炼化、纯碱等板块；三是， 延链强链补链，建议关注氟化工、改性塑料、PEEK等板块；四是，扬帆出海，建议关注钾肥、轮胎等 板块。 图片及数据来源：沪深交易所等，截至2025年10月28日。风险提示：化工ETF被动跟踪中证细分化工产 业主题指数，该指数基日为2004.12.31，发布日期为2012.4.11，指数成份股构成根据该指数编制规则适 时调整。数据显示，细分化工指数近5个完整年度收益率分别为2020年：51.68%；2021年：15.72%； 2022年：-26.89%；2023年：-23.17%；2024年：-3.83%。标的指数成份股构成根据该指数编制规则适时 调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示，个股描述不作为任何形式的投 资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的该基金风险等级为 R3-中风险， ...

以产业发展重塑城市竞争力 翻开地图，衢州北接杭州，东邻金华，西连江西上饶，南靠福建南平，是地理版图上的"四省边际中 心"；但在经济版图上，它更像一个"洼地"——2020年GDP仅1639亿元，约杭州的十分之一。 更重要的是产业结构的短板，尽管坐拥巨化集团这家化工巨头，但衢州工业长期依赖氟化工、建材等传 统行业，对优质资源要素、高端项目人才的集聚力、吸附力不强，面对激烈的区域竞争。 转折发生在2021年。浙江省提出建设"全球先进制造业基地"，要求各地市明确产业定位。衢州的选择非 常坚定："工业强市、产业兴市"。 战略定了，衢州的路径怎么走？彼时，浙江省各个城市都围绕此目标开始了新一轮的产业竞争。衢州如 果不能抓住此番机遇，将难以实现地区产业结构的优化与城市竞争力的跃升。 记者丨陈归辞 编辑丨李果 2023年，衢州以一场高规格的产业资本招商大会，正式向长三角创投圈递出城市新名片。两年来，这场 会议不仅成为资本认识衢州的窗口，更成为区域产业转型的"助推器"——超100家机构来到衢州洽谈基 金合作，促成项目（基金）合作签约62个，金额超 500 亿元，落地转化率持续攀升。 然而，作为创新与资本共舞的热土，长三角从来不 ...