格隆汇12月31日丨天赐材料(002709.SZ)公布，预计2025年归属于上市公司股东的净利润110,000万元～ 160,000万元，比上年同期增长127.31%～230.63%，扣除非经常性损益后的净利润105,000万元～155,000 万元，比上年同期增长175.16%～306.18%。主要原因为：新能源车市场需求持续增长以及储能市场需 求快速增长，公司锂离子电池材料销量同比大幅增长。同时因公司核心原材料的产能爬坡与生产环节的 成本管控，整体盈利能力提升。 ...

Core Viewpoint - The company, Transfar Zhilian (002010.SZ), forecasts a net profit attributable to shareholders of 540 million to 700 million yuan for the year 2025, representing a year-on-year growth of 256.07% to 361.57% [1] Group 1: Business Performance - The company's chemical business is focusing on market demand and optimizing marketing strategies [1] - The logistics business is continuously optimizing asset structure, concentrating on advantageous operations to enhance profitability [1] Group 2: Profit Growth Drivers - The significant year-on-year increase in net profit is attributed to the company's strong operational performance [1] - The company recognized investment income from the transfer of equity in Transfar Payment Co., Ltd. and Qingdao Transfar Logistics Base Co., Ltd. [1] - The company increased its shareholding by repurchasing minority stakes in Zhejiang Transfar Synthetic Materials Co., Ltd. [1]

人民财讯12月31日电，天赐材料（002709）12月31日发布业绩预告，预计2025年归母净利润11亿元—16 亿元，同比增长127.31%—230.63%。主要原因为：新能源车市场需求持续增长以及储能市场需求快速 增长，公司锂离子电池材料销量同比大幅增长。同时因公司核心原材料的产能爬坡与生产环节的成本管 控，整体盈利能力提升。 ...

Market Overview - The chemical products sector experienced a slight decline of 0.08% on December 31, with Evergrande High-Tech leading the losses [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Top Performers in Chemical Sector - Guangdong Hongda (002683) saw a closing price of 47.80, with a significant increase of 7.44% and a trading volume of 323,500 shares [1] - Boyuan Co., Ltd. (301617) closed at 77.77, up 7.42%, with a trading volume of 32,600 shares [1] - Excellent New Energy (688196) closed at 58.90, increasing by 7.31% with a trading volume of 21,200 shares [1] - Other notable gainers include Liansheng Chemical (301212) at 29.96 (+6.24%) and Shengda Biological (603079) at 17.72 (+5.98%) [1] Underperformers in Chemical Sector - Evergrande High-Tech (002591) reported a closing price of 8.12, down 9.98%, with a trading volume of 424,200 shares [2] - Meirui New Materials (300848) closed at 15.82, down 8.92%, with a trading volume of 283,600 shares [2] - Huide Technology (603192) saw a decline of 8.64%, closing at 26.24 with a trading volume of 162,200 shares [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 1.115 billion yuan from institutional investors, while retail investors saw a net inflow of 844 million 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 - Guangdong Hongda (002683) had a net inflow of 43.23 million yuan from institutional investors, while retail investors saw a net outflow of 81.34 million yuan [3] - Boyuan Co., Ltd. (301617) experienced a net inflow of 36.41 million yuan from institutional investors, with retail investors also seeing a net outflow of 26.56 million yuan [3] - Other stocks like North Chemical (002246) and New Harmony (002001) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

主要原因为：新能源车市场需求持续增长以及储能市场需求快速增长，公司锂离子电池材料销量同比大 幅增长。同时因公司核心原材料的产能爬坡与生产环节的成本管控，整体盈利能力提升。 天赐材料（002709）(002709.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东的净利润 11亿元至16亿元，同比增长127.31%-230.63%。预计扣除非经常性损益后的净利润10.5亿元至15.5亿元， 同比增长175.16%-306.18%。 ...

主要原因为：新能源车市场需求持续增长以及储能市场需求快速增长，公司锂离子电池材料销量同比大 幅增长。同时因公司核心原材料的产能爬坡与生产环节的成本管控，整体盈利能力提升。 智通财经APP讯，天赐材料(002709.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东的净 利润11亿元至16亿元，同比增长127.31%-230.63%。预计扣除非经常性损益后的净利润10.5亿元至15.5亿 元，同比增长175.16%-306.18%。 ...

每经AI快讯，天赐材料12月31日晚间发布业绩预告，预计公司2025年度归属于上市公司股东的净利润 变动区间为11亿元至16亿元，较去年同期上升幅度区间为127.31%至230.63%。业绩变动主要原因为： 新能源车市场需求持续增长以及储能市场需求快速增长，公司锂离子电池材料销量同比大幅增长。同时 因公司核心原材料的产能爬坡与生产环节的成本管控，整体盈利能力提升。 每经头条（nbdtoutiao）——2025十大财经新闻出炉！护航、酣战、变局、狂飙分别指向哪些大事件？ （记者 曾健辉） ...

Group 1 - The company, Rongda Photoresist (300576.SZ), confirmed that its current collaboration with Puyang Huicheng is limited to the procurement of raw materials and does not include joint research and development of photoresist intermediates [1] - There are no current plans for additional cooperation beyond raw material procurement with Puyang Huicheng [1]

与会人员纷纷表示，本次学习内容丰富、视野开阔、深入浅出，既有深刻的理论阐释，又有具体的实践 指导，是一次系统专业的"充电蓄能"，对于进一步学习贯彻好全会精神、科学谋划"十五五"发展具有重 要指导作用。 谭天伟以《发展生物制造，打造新质生产力》为题，围绕全会提出的重要部署，系统阐述了生物制造的 核心概念和技术特点，深刻剖析国内外行业发展态势，指明其与传统石化农业等产业协同发展的广阔前 景。谭天伟指出，生物制造已成为我国新质生产力的重要组成部分，正催生一系列新赛道和新业态，要 充分集聚政产学研用等资源优势，持续提升科研水平和成果转化能力，努力为实现高质量发展注入新动 能。 侯晓峰指出，学习好贯彻好党的二十届四中全会精神是当前和今后一个时期的重大政治任务。广大党员 干部要切实把思想和行动统一到全会精神上来，结合公司发展战略，深刻把握行业发展大势，保持战略 定力，以更大的决心和魄力，持续加大在生物制造等领域的研发投入，深化"产学研"协同创新，勇于探 索新一代生物基材料、合成生物学等新技术、新工艺，奋力谱写打造中国担当、世界一流绿色化学科技 公司新篇章。 中化新网讯 近日，中国海油化学召开党委理论学习中心组第十二次集体 ...

Group 1 - The core viewpoint of the news is that Jiangsu Xinhang New Materials Co., Ltd. has shown a positive stock performance, with a 1.09% increase in share price, reaching 50.18 yuan per share, and a total market capitalization of 8.776 billion yuan [1] - The company specializes in the research, production, and sales of aromatic ketone products, with its main business revenue composition being: 42.36% from specialty engineering plastics core materials, 20.64% from cosmetic raw materials, 20.25% from agricultural and pharmaceutical intermediates, and 16.75% from photoinitiators [1] Group 2 - From the perspective of fund holdings, the Yingda Flexible Allocation A fund (001270) has a significant position in Xinhang New Materials, holding 49,800 shares, which accounts for 4.8% of the fund's net value, ranking as the eighth largest holding [2] - The Yingda Flexible Allocation A fund has achieved a year-to-date return of 32.06%, ranking 2913 out of 8085 in its category, and a one-year return of 28.9%, ranking 3053 out of 8085 [2]