Group 1 - The company, Silicones Technology (300019.SZ), confirmed that its silicone materials are widely used in aerospace due to their excellent high and low-temperature resistance and aging performance [2] - Currently, the company's sales of products used in the aerospace sector are minimal and do not significantly impact overall performance [2] - The company plans to actively expand its business in response to market and customer demands in the future [2]

（记者 王晓波） 元利科技（603217.SH）12月26日在投资者互动平台表示，公司前期曾将光伏银粉作为研发项目，但目 前并无项目在建。 每经AI快讯，有投资者在投资者互动平台提问：元利科技的光伏银粉项目（年产1000吨新一代太阳能 电池正面电极用单晶银粉）项目进展如何？ ...

唯特偶公告，公司与华睿欣能签订了《战略合作协议》，旨在建立战略合作关系，发挥唯特偶在全氟己 酮微胶囊等新型灭火产品、弹性装甲涂料、阻燃材料、微电子装联材料等新材料研发、规模化生产、供 应链整合等方面的优势，共同开发产品和应用场景，成立联合实验室，推动地区标准和行业标准制定， 优先在深圳区域的电力行业相关领域推广使用，后续进行全国推广。 ...

来源：市场资讯 02 硫酸价格指数 据涂多多数据测算，12月26日硫酸市场价格指数为1017.67，较昨日持平。 03 （来源：钛资讯） 01 硫酸价格指数 今日国内硫酸市场价格整体持稳，截至目前，河北地区98%矿石酸出厂价格在950-1030元/吨，河北地区 98%硫磺酸出厂价格在1070-1120元/吨；广西98%冶炼酸到厂价格在1100-1250元/吨；国内冶炼酸装置仍 有部分处于检修中，市场供需关系维持紧平衡，下游市场需求多保持稳定，对当前酸价也有一定支撑； 硫磺酸及矿石酸近日部分地区价格有所走弱，下游采购心态更趋于谨慎，部分区域订单偏弱，且前期价 格上涨较高，硫酸价格继续回调。目前整体来看，短期硫酸市场将维稳运行。 | 制酸种类 | 市场 | 制酸种类 | 12月25日 | 12月26日 | 张跌幅 | | --- | --- | --- | --- | --- | --- | | 硫磺酸 | 山东地区 | 98%硫磺酸 | 1060-1180 | 1060-1130 | 0/-50 | | | 江苏地区 | 98%硫磺酸 | 1010-1250 | 990-1200 | -20/-50 | | | ...

Core Viewpoint - The company has decided to suspend production at its subsidiary, Chongqing Dazhu Hongdie Sery Industry Co., Ltd., in response to national policies regarding the relocation and transformation of hazardous chemical production enterprises in densely populated urban areas. This move aims to upgrade production capacity, reduce costs, and enhance automation and management efficiency [1] Group 1 - The new project, Chongqing Ruidesida Optoelectronic Technology Co., Ltd., is nearly completed and ready for trial production, allowing for the transfer of some production equipment from Dazhu Hongdie [1] - The suspension of production is not expected to significantly impact the company's normal operations [1] - The company anticipates recognizing an impairment provision of approximately 30 million yuan, which will affect the consolidated net profit attributable to the parent company by about -19.8 million yuan for 2025 [1] Group 2 - The relocation of equipment, asset disposal, and employee placement may have some impact on the company's profits [1]

格隆汇12月26日丨日科化学(300214.SZ)在投资者互动平台表示，公司目前的塑料发泡剂产品暂未能应 用于商用航空领域，相关业务情况请以公司法定信息披露媒体发布的公告为准。公司将持续关注相关行 业的最新动态，适时调整研发方向。 ...

Core Viewpoint - Jiangsu Sop New Materials Technology Co., Ltd. is focusing on safety production, project construction, and market expansion as it approaches the end of the year, implementing detailed measures across various dimensions to ensure a successful conclusion to the year [1] Group 1: Safety Production - Safety production is the core prerequisite for achieving annual goals, with the company promoting the establishment of safety production standardization and refining operational procedures to reduce human error risks [2] - The company has established a real-time monitoring mechanism for production processes, ensuring stable operation and timely resolution of production issues, with ion membrane caustic soda production reaching 190,000 tons, an increase of 9700 tons year-on-year [2] Group 2: Technological Upgrades - Technological upgrades are key to enhancing core competitiveness and expanding development space, with over 20 technical transformation projects underway to optimize energy structure and reduce costs [3] - Specific projects include an ion membrane rectifier modification saving 3.3 million kWh annually and a sulfuric acid plant heat recovery modification increasing steam production by over 8000 tons per year [3] Group 3: Market Expansion - The company is intensifying market development efforts, optimizing sales strategies, and enhancing collaboration with surrounding enterprises to expand the consumption of intermediate products [4] - As of now, the company has developed 7 new customers this year, achieving expected sales rates across all products, with ion membrane caustic soda sales reaching record highs [4] Group 4: Organizational Support - The company integrates party building with production processes, establishing a "Party Building + Production Attack" responsibility list to clarify goals and responsibilities [6] - The focus on party leadership fosters a collaborative atmosphere, encouraging all employees to participate actively in achieving production targets [6]

Core Viewpoint - Wanrun New Energy (688275.SH) announced a planned reduction in production for its lithium iron phosphate production lines to ensure safe, stable, and efficient operations starting December 28, 2025 [1] Group 1: Production Adjustment - The company will conduct maintenance on certain production lines for one month as part of its scheduled plan [1] - The maintenance is expected to reduce lithium iron phosphate output by 5,000 to 20,000 tons [1] - The company anticipates that this reduction will not have a significant impact on its overall production and operations [1]

两融数据显示，该股最新融资余额为36.25亿元，近5日增加8597.25万元，增幅为2.43%。 据天眼查APP显示，浙江巨化股份有限公司成立于1998年06月17日，注册资本269974.6081万人民币。 （数据宝） 12月25日巨化股份大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 10.16 | 341.99 | 33.66 | -11.93 | 中信建投证券股份有限 | 中信建投证券股份有限 | | | | | | 公司甘肃分公司 | 公司甘肃分公司 | 巨化股份12月25日大宗交易平台出现一笔成交，成交量10.16万股，成交金额341.99万元，大宗交易成交 价为33.66元，相对今日收盘价折价11.93%。该笔交易的买方营业部为中信建投证券股份有限公司甘肃 分公司，卖方营业部为中信建投证券股份有限公司甘肃分公司。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为3379.53 ...

智通财经APP讯，万润新能(688275.SH)发布公告，2025年四季度以来，公司磷酸铁锂产线已超负荷运 转，为确保磷酸铁锂生产线安全、稳定、高效运行，自2025年12月28日起，公司将对部分产线按照预定 计划进行减产检修，预计检修时间为期一个月。本次部分产线减产检修系为保障磷酸铁锂生产线的持续 稳定运转，本次检修预计减少公司磷酸铁锂产量5000吨至2万吨，预计对公司生产经营不产生重大影 响。 ...