21世纪经济报道记者 凌晨 报道 2025年11月21日，两院院士增选结果如期揭晓。 144张院士新面孔中，除传统高校及科研院所学者外，一批来自产业一线的企业家、上市公司高管和首 席科学家格外引人注目。 本次增选后，中国科学院院士平均年龄57.2岁，60岁以下的占67.1%。院士构成正从高校科研院所向产 业界延伸，这些"企业家院士"的背后，是比亚迪、中国商飞、中核集团等一批资本市场与产业龙头。 产业界技术领头人的集中入选，折射出中国科技创新体系的深层变革。 廉玉波的当选颇具象征意义。作为比亚迪首席科学家，他是中国电动汽车领域的代表人物。 从刀片电池到CTB技术，廉玉波带领团队攻克了一系列关键技术难题，助力我国新能源电动车实现全球 销量领先。 据财报数据，2025年前三季度比亚迪的研发费用为437.48亿元，同比增长31.3%，占同期营业收入 7.7%。 廉玉波的院士身份，为企业技术创新能力提供了最给力的背书。 在航空航天领域，中国商用飞机有限责任公司工程总师、C909（原ARJ21）飞机系列总设计师陈勇入 选。 陈勇主持的C909项目，是中国一大型客机项目，标志着中国商用飞机产业从单一系列向多系列发展， 展现 ...

聚石化学主要从事化工新材料的研发、生产和销售。主要产品包括改性塑料粒子、汽车型材、光显材 料、电线电缆、卫生材料、液化石油气产品、阻燃剂、磷化学品等，广泛应用于节日灯饰、汽车、新能 源电池、家电、光学显示、电线电缆、医疗卫生、汽油添加剂、防火涂料、改性塑料、电解液、颜料等 领域。 业绩方面，公司2025年第三季度实现营业收入9.87亿元，同比下降0.81%；归属于上市公司股东的净利 润为289.43万元。 两家A股公司被立案。 聚石化学(688669)11月21日晚间公告，公司于2025年11月21日收到中国证券监督管理委员会(简称"中国 证监会")下发的《立案告知书》，因公司涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中 华人民共和国行政处罚法》等法律法规，中国证监会决定对公司立案。 公告显示，目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的相 关工作，并严格按照相关法律法规和监管要求及时履行信息披露义务。 豪尔赛表示，公司将积极配合中国证监会立案调查工作，并严格按照相关法律法规的规定和监管要求及 时履行信息披露义务。目前，公司各项经营活动正常有序开展，本次立案不会对公 ...

两家A股公司被立案。 聚石化学（688669）11月21日晚间公告，公司于2025年11月21日收到中国证券监督管理委员会（简称"中国证 监会"）下发的《立案告知书》，因公司涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民 共和国行政处罚法》等法律法规，中国证监会决定对公司立案。 公告显示，目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的相关工 作，并严格按照相关法律法规和监管要求及时履行信息披露义务。 聚石化学主要从事化工新材料的研发、生产和销售。主要产品包括改性塑料粒子、汽车型材、光显材料、电线 电缆、卫生材料、液化石油气产品、阻燃剂、磷化学品等，广泛应用于节日灯饰、汽车、新能源电池、家电、 光学显示、电线电缆、医疗卫生、汽油添加剂、防火涂料、改性塑料、电解液、颜料等领域。 业绩方面，公司2025年第三季度实现营业收入9.87亿元，同比下降0.81%；归属于上市公司股东的净利润为 289.43万元。 同日，豪尔赛（002963）公告称，公司于近日收到中国证监会下发的《立案告知书》，因涉嫌信息披露违法违 规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》 ...

Group 1 - The core point of the article is that Ruida New Materials (SZ 301238) held a temporary board meeting on November 21, 2025, to discuss a proposal regarding capital increase and related transactions for its affiliated company [1] - For the first half of 2025, Ruida New Materials reported that its revenue composition was entirely from chemical new materials, accounting for 100.0% [1] - As of the report date, Ruida New Materials has a market capitalization of 15.2 billion yuan [1]

Core Insights - Donghai Securities report highlights that Jinfa Technology has evolved over thirty years from a modified plastics manufacturer to a global chemical new materials platform company [1] - The company has established a strong local supply and service advantage, following downstream appliance and automotive customers abroad, with bases in India, the USA, Germany, Malaysia, Vietnam, Spain, and Indonesia, and is actively advancing the construction of bases in Poland, Mexico, and South Africa [1] Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 49.616 billion yuan, a year-on-year increase of 22.62% [1] - The net profit attributable to the parent company was 1.065 billion yuan, reflecting a year-on-year growth of 55.86% [1] - The net operating cash flow amounted to 2.320 billion yuan, marking a year-on-year increase of 58.21% [1] Competitive Positioning - The company maintains a solid integrated competitive advantage in modified plastics, with high-end materials continuing to see increased demand [1] - There is a deep binding with emerging industrial chains, and the company is penetrating overseas markets while improving internal operations [1] - The transition from a "large and comprehensive" modified plastics leader to a "high-tech" chemical new materials platform is seen as a critical period, with potential for long-term growth validation amid technological waves [1]

Group 1: Zhongwei Company (688012) - Zhongwei Company is a leading domestic semiconductor equipment manufacturer, providing etching, film deposition, and MOCVD equipment for semiconductor products [5][6] - The company has successfully developed LPCVD and ALD equipment, which have been validated by customers and have entered the market with large-scale repeat orders [5][6] - In the etching equipment sector, the company's revenue for the first three quarters of 2025 reached 6.101 billion yuan, a year-on-year increase of approximately 38.26%, accounting for about 76% of total revenue [6][9] - The company maintains a high R&D investment, with R&D expenses reaching 1.794 billion yuan in the first three quarters of 2025, a year-on-year increase of 96.30%, representing a R&D expense ratio of 22.25% [5][9] - The company aims to cover over 60% of the equipment market in key areas of integrated circuits through independent research and industrial cooperation over the next five to ten years [5] Group 2: Jinfat Technology (600143) - Jinfat Technology has evolved from a modified plastics manufacturer to a global chemical new materials platform enterprise, with a focus on AI servers, humanoid robots, and new energy vehicles [10][11] - The company achieved operating revenue of 49.616 billion yuan in the first three quarters of 2025, a year-on-year increase of 22.62%, and a net profit of 1.065 billion yuan, up 55.86% [10][11] - The modified plastics business has maintained a revenue share of over 50% since 2020, with sales reaching 2.0908 million tons in the first three quarters of 2025, a year-on-year increase of 18.16% [11] - The new materials segment, including special engineering plastics and biodegradable plastics, saw sales of 200,800 tons in the first three quarters of 2025, a year-on-year increase of 22.36% [12] - The company is expected to benefit from domestic substitution and technological updates, with EPS forecasts for 2025-2027 being 0.54, 0.66, and 0.85 yuan, respectively [12]

Core Insights - The conference focused on the modernization of the oil and chemical industry in China, addressing topics such as MOF materials, AI-driven new material development, flow battery energy storage applications, and green methanol development pathways [1][5]. Group 1: MOF Materials - MOF materials have a vast market potential, with a global market size projected to grow from $410 million in 2024 to $2.1 billion by 2031, representing a compound annual growth rate (CAGR) of approximately 34% [5]. - The unique characteristics of MOF materials include an ultra-high specific surface area, adjustable pore sizes for efficient gas separation, and strong designability for various applications in clean energy, semiconductors, catalysis, and biomedicine [5][6]. Group 2: AI in Material Development - The application of artificial intelligence (AI) is transforming the research paradigm in new material development, significantly enhancing the efficiency and accuracy of material discovery processes [8][9]. - A new molecular language model has been developed to predict and generate over 2 million structures in just a few hours, improving material discovery efficiency by over 80% with an accuracy rate exceeding 90% [8]. Group 3: Industry Trends and Strategic Directions - The chemical industry is shifting towards high-quality development in response to global competition, particularly between major powers like China and the U.S., with a focus on meeting societal needs through innovation and collaboration [11]. - The demand for new materials is surging, particularly in the fields of new energy and electrification, driven by the rapid growth of electric vehicles and renewable energy sectors [11]. Group 4: Flow Battery Technology - Flow batteries, particularly vanadium flow batteries, are gaining traction due to their safety, long lifespan, and suitability for large-scale energy storage applications [13]. - China leads the global market in vanadium production, accounting for 72% of global output, and is expected to achieve complete domestic control of the flow battery supply chain soon [13]. Group 5: Green Methanol Development - Green methanol is positioned as a key player in the energy revolution and carbon neutrality goals, with significant potential in various applications including automotive fuel and as a low-carbon chemical feedstock [15]. - Over 100 green methanol projects have been signed or registered in China, with a cumulative planned annual production capacity exceeding 50 million tons, although only a few projects have been realized [15]. Group 6: Innovation and Sustainability - Innovation is identified as the core support for carbon reduction and efficiency enhancement in the chemical industry, with a focus on high-efficiency heat transfer technologies [17][18]. - The chemical industry is expected to see a total sustainable investment of $20 trillion to $33 trillion by 2030, emphasizing the need for accelerated technology development and application [20][21]. Group 7: Intellectual Property and Competitive Strategy - Intellectual property protection is crucial for overcoming "involution" in the chemical industry, which is characterized by homogeneous products competing on price [25]. - Companies are encouraged to shift from quantity-driven growth to quality-focused operations, emphasizing the importance of high-value patents and strategic IP management [25].

Group 1 - The core viewpoint of the news is that Hengkun New Materials experienced a decline in stock price and significant changes in financing activities on November 20, with a net financing buy of -55.43 million yuan [1] - On November 20, Hengkun New Materials' stock dropped by 3.05%, with a trading volume of 1.454 billion yuan [1] - The financing buy amount for Hengkun New Materials on the same day was 89.62 million yuan, while the financing repayment was 145 million yuan, leading to a total financing balance of 1.52 billion yuan, which represents 5.19% of the circulating market value [1] Group 2 - As of November 18, the number of shareholders for Hengkun New Materials reached 37,700, an increase of 94,110% compared to the previous period [2] - The average circulating shares per person decreased to 1,333 shares, down by 99.85% from the previous period [2] - For the period from January to September 2025, Hengkun New Materials reported a revenue of 486 million yuan, reflecting a year-on-year growth of 24.11%, and a net profit attributable to shareholders of 73.91 million yuan, which is a 5.50% increase year-on-year [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 广东思泉新材料股份有限公司（以下简称"思泉新材"）前次募集资金投资的两大项目近日确定延期。公 司公告显示，"高性能导热散热产品建设项目(一期)"与"新材料研发中心建设项目"原计划于2025年10月 18日达到预定可使用状态，现均延长至2026年10月18日。致同会计师事务所核查后认为，项目延期系公 司基于实际情况作出的审慎决策，具有合理性，且前次募集资金整体投入进度已达90.82%。 由于前次募投项目主体厂房已建设完成但项目尚未完全达产，公司将部分暂时闲置房产对外出租。截至 2025年9月30日，出租情况如下： 对全资及控股子公司出租面积合计31,607.79平方米，占募投项目总建筑面积（70,807.16平方米）的 44.64%，主要包括办公楼、厂房（14,950.51平方米，占比21.11%）及餐厅、宿舍等配套设施 （16,657.28平方米，占比23.52%），系集团内部分工管理需要。 对合并报表范围外公司出租面积合计7,304.11平方米，占总建筑面积的10.32%，其中办公楼、厂房 3,758.11平方米（占比5.31%），配套设施3,546.00平 ...

Core Viewpoint - The company reported a significant decline in net profit for Q3 2025, with a loss of 11.84 million yuan, a year-on-year decrease of 122.71%, and a cumulative loss of 179 million yuan for the first three quarters, a year-on-year decline of 304.14% [1] Group 1: Financial Performance - The decline in performance is attributed to a larger decrease in product prices compared to raw material prices, high costs associated with trial production of new projects, and increased maintenance costs [1] - The company aims to enhance cost reduction and efficiency, consolidate its competitive advantages across the entire product and industry chain, and improve its risk resistance and performance levels [1] Group 2: Production Capacity and Projects - The company has established production capacities including 600,000 tons/year of propane dehydrogenation, 700,000 tons/year of phenol and acetone, and several other chemical products [2] - The company is focusing on building a new materials and new energy industry chain, with ongoing projects such as a 300,000 tons/year direct oxidation propylene oxide project and a 250,000 tons/year electrolyte solvent facility [3] Group 3: Strategic Focus - The company is committed to accelerating the progress of ongoing projects and developing high-end industry systems in new materials and new energy [3] - There are currently no ongoing merger and acquisition projects, but the company is actively seeking and evaluating potential targets for future opportunities [3]