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多氟多:子公司取得中广核子公司订单,开始交付硼同位素产品
Xin Lang Cai Jing· 2025-11-06 14:39
Core Viewpoint - The company, Duofuduo, has officially accepted an order for boron isotope products from a subsidiary of China General Nuclear Power Group, marking a significant step in its product development and market entry in various high-tech industries [1] Group 1: Product Development - Duofuduo has been researching boron isotope products since 2017 and achieved independent separation of boron isotopes in September 2023 [1] - The company has established a production line capable of producing 100 tons per year of stable boron isotope materials, catering to different abundance and purity requirements in various applications [1] Group 2: Market Applications - The boron isotope products are primarily used in the atomic energy industry, life sciences, semiconductors, and new energy sectors [1] Group 3: Financial Impact - Currently, the revenue contribution from boron isotope products is relatively low, having a minor impact on the company's overall operating performance [1]
德美化工:公司会及时履行信息披露义务
Zheng Quan Ri Bao Wang· 2025-11-06 14:13
Core Viewpoint - The company, Demy Chemical (002054), has confirmed its investment activities through the industrial fund Foshan Desheng Tianlin Equity Investment Partnership (Limited Partnership) and will fulfill its information disclosure obligations for any significant matters affecting the company [1] Group 1 - The company is actively engaging in investments through a specific industrial fund [1] - The company emphasizes its commitment to timely information disclosure regarding significant events [1]
14:网格策略,破网之后的应对案例
Zhong Guo Xin Wen Wang· 2025-11-06 14:04
关注我,实战精进理财技能 这是我的公众号原创第1654篇 网格策略: 择时买入底仓,设置区间网格交易,预估最大本金收益率>10%后,清仓止盈。 【内容整理于2025年10月27日网格社群分享】 大家中午好,网格账户运行4个月多以来,遭遇过多次破网情况,今天聊一聊按照目前策略,应该如何进行处理? 破网有两种情况: ①向上破网 ②向下破网 按照策略设定,建立底仓时,应该对应以下两种情况: ①判断波段调整到位,趋势重新上升时 ②一波拉升之后的宽幅或窄幅震荡区间 永和股份对应就是第①种情况,先从20元大波段拉升到33元,然后回调到60日均线附近27元企稳,10月9日公告前三季度业绩预告,判断为波段调整结 束,买入底仓 ▁▂▃▃▂▁ 买入之后一路下跌,按照周线结构,网格设置的下限在26元,若跌破该价格网格自动休眠,上一波回调最低到25.85,此后价格回升到26元以上,网格是 自动回复,所以今天网格自动卖出了一笔。 由于该股基本面扎实,当前价格对应本年度合理估值,所以即便破网,除非后续季报公布数据偏离预期,也不会止损,而是按照技术理论,在下一个支撑 位23元附近观察价格止跌情况,择机手动补入下跌区间应买入的网格份额,并恢 ...
丽臣实业:公司专门设立了采购部门从事原材料、辅材、包材等物料的采购
Zheng Quan Ri Bao Wang· 2025-11-06 11:42
Core Viewpoint - Lichen Industrial (001218) has established a dedicated procurement department to manage the purchasing of raw materials, auxiliary materials, and packaging materials, implementing a "supply and sales linkage" pricing strategy that ties product sales prices to raw material procurement prices [1] Group 1 - The company has a procurement department staffed with experienced professionals to monitor fluctuations in raw material prices [1] - An annual procurement plan is developed based on production needs, with monthly adjustments made according to market sales conditions and raw material inventory levels [1] - The company can adjust raw material inventory based on trends in raw material market prices [1]
杜邦第三季度销售额为30.7亿美元
Ge Long Hui A P P· 2025-11-06 11:26
Core Insights - DuPont reported third-quarter sales of $3.07 billion and expects adjusted earnings per share of approximately $0.43 for the fourth quarter [1] Group 1 - The third-quarter sales figure of DuPont is $3.07 billion [1] - The company anticipates an adjusted earnings per share of about $0.43 for the upcoming fourth quarter [1]
PVC日报:震荡下行-20251106
Guan Tong Qi Huo· 2025-11-06 10:37
【冠通期货研究报告】 PVC日报:震荡下行 发布日期:2025年11月6日 【行情分析】 上游西北地区电石价格周初下跌后稳定。目前供应端,PVC开工率环比增加1.69个百分点至 78.26%,PVC开工率有所增加,仍处于近年同期偏高水平。PVC下游开工率小幅提升,超过过去两年同 期,只是仍是偏低水平。印度将BIS政策再次延期六个月至2025年12月24日执行,中国台湾台塑11月 份报价下调30-40美元/吨,8月14日,印度公示最新的进口PVC反倾销税,其中中国大陆地区上调50美 元/吨左右,四季度中国PVC出口预期减弱。不过,近期出口价格下降后,反倾销税还未执行,9月出 口仍较好,目前出口签单暂未明显走弱。上周社会库存略有减少,目前仍偏高,库存压力仍然较大。 2025年1-9月份,房地产仍在调整阶段,投资、新开工、竣工面积同比降幅仍较大,投资、销售、施 工等同比增速进一步下降。30大中城市商品房周度成交面积环比回落,仍处于近年同期最低水平附 近,房地产改善仍需时间。氯碱综合利润仍为正值,PVC开工率同比往年偏高。同时新增产能上,50 万吨/年的万华化学8月份已经量产,40万吨/年的天津渤化8月份试生产后,预 ...
道生天合:11月6日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-06 10:23
Company Overview - Daosheng Tianhe (SH 601026) announced the convening of its 25th meeting of the second board of directors on November 6, 2025, to discuss the profit distribution plan for the first three quarters of 2025 [1] Revenue Composition - For the first half of 2025, the revenue composition of Daosheng Tianhe is as follows: - Epoxy resin for wind turbine blades: 68.55% - Resin for new composite materials: 12.42% - High-performance wind power structural adhesive: 12.01% - Adhesives for new energy vehicles and industrial applications: 5.35% - Structural core materials: 0.93% [1] Market Capitalization - As of the report date, Daosheng Tianhe has a market capitalization of 14.9 billion yuan [1]
海科新源11月6日龙虎榜数据
Core Points - Haike Xinyuan's stock price increased by 16.23% today, with a turnover rate of 49.04% and a trading volume of 1.531 billion yuan, indicating strong market interest [2] - Institutional investors net bought 176 million yuan, while retail trading desks collectively net sold 4.1348 million yuan [2] - The stock has appeared on the Dragon and Tiger list 15 times in the past six months, with an average price increase of 0.56% the day after being listed and an average increase of 0.95% over the following five days [2] Trading Data - The top five trading desks accounted for a total transaction volume of 464 million yuan, with a buying amount of 318 million yuan and a selling amount of 146 million yuan, resulting in a net buying of 172 million yuan [2] - Six institutional trading desks were involved in today's transactions, with total buying amounting to 305 million yuan and selling amounting to 129 million yuan, leading to a net buying of 176 million yuan [2] - The main capital flow showed a net inflow of 105 million yuan today, with large orders contributing a net inflow of 71.4686 million yuan and big orders contributing 33.9172 million yuan [2]
多氟多(002407.SZ):取得客户订单,开始交付硼同位素产品
Ge Long Hui A P P· 2025-11-06 09:45
Core Viewpoint - The company, Duofuduo, has officially accepted an order from China General Nuclear Power Group's subsidiary and will begin delivering boron isotope products, marking a significant milestone in its product development and market entry [1] Group 1: Product Development - Duofuduo has been researching boron isotope products since 2017 and successfully achieved independent separation of boron isotopes in September 2023 [1] - The boron isotope products are primarily used in industries such as atomic energy, healthcare, semiconductors, and new energy [1] Group 2: Production Capacity - The company has established a production line with a capacity of 100 tons per year for stable boron isotope series new materials [1] - This production line can meet the demand for products with varying abundance and purity in relevant fields [1] Group 3: Future Plans - The company plans to gradually build and release additional production capacity based on market conditions to provide more and better products and services to customers [1]
中泰化学:截至2025年10月31日股东户数为91184户
Zheng Quan Ri Bao· 2025-11-06 09:36
证券日报网讯中泰化学11月6日在互动平台回答投资者提问时表示,截至2025年10月31日,公司股东户 数为91184户。 (文章来源:证券日报) ...