神剑股份盘中涨停，已连收6个涨停板，截至9:25，该股报11.97元，换手率3.87%，成交量3131.10万 股，成交金额3.75亿元，涨停板封单金额为266.57万元。连续涨停期间，该股累计上涨77.33%，累计换 手率为148.00%。最新A股总市值达113.84亿元，A股流通市值96.85亿元。 证券时报·数据宝统计，两融数据来看，该股最新（12月24日）两融余额为6.03亿元，其中，融资余额 6.03亿元，较前一个交易日增加1.13亿元，环比增长23.01%，近6日累计增加1.31亿元，环比增长 27.67%。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.24 | 10.01 | 32.12 | -3336.32 | | 2025.12.23 | 10.01 | 41.59 | 21588.83 | | 2025.12.22 | 10.04 | 31.53 | -2173.94 | | 2025.12.19 | 9.96 | 30.98 | -15295.99 | | 2025 ...

融券方面，华润材料12月24日融券偿还2000.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.08万股，融券余额7.67万元，低于近一年10%分位水平，处于低位。 机构持仓方面，截止2025年9月30日，华润材料十大流通股东中，华夏中证500指数增强A（007994）位 居第五大流通股东，持股280.23万股，为新进股东。南方中证1000ETF（512100）位居第六大流通股 东，持股272.27万股，相比上期增加6100.00股。华夏智胜先锋股票(LOF)A（501219）位居第七大流通 股东，持股229.11万股，相比上期增加110.15万股。香港中央结算有限公司位居第八大流通股东，持股 207.27万股，相比上期减少130.91万股。华夏中证1000ETF（159845）、广发中证1000ETF（560010） 退出十大流通股东之列。 资料显示，华润化学材料科技股份有限公司位于江苏省常州市新北区高铁新城秀水河路3号领航大厦3 栋，成立日期2003年7月14日，上市日期2021年10月26日，公司主营业务涉及聚酯材料及新材料的研 发、生产和销售。主营业务收入构成为：聚酯产 ...

Core Viewpoint - Shengquan Group, a leader in phenolic and furan resin production, is transitioning from traditional manufacturing to a globally leading new materials technology group, driven by technological innovation and capital market empowerment [1][4]. Financing and Project Implementation - Since its listing on the Shanghai Stock Exchange in August 2021, Shengquan Group has raised a total of 2.821 billion yuan, including 1.946 billion yuan from the IPO and 875 million yuan from a private placement, to support strategic projects [2][3]. - The funds have been allocated to key strategic projects such as the expansion of high-end phenolic composite materials, high-end electronic chemicals, and a 1,000 tons/year functionalized polyphenylene ether (PPO) project, which is crucial for meeting national demands in advanced sectors like 5G communication and new energy vehicles [2][3]. Core Technology and Competitive Advantage - Shengquan Group's core competitiveness lies in its leading position in phenolic and furan resins and its proprietary "Shengquan Method" for biomass refining technology [4][5]. - The company has an annual production capacity of approximately 650,000 tons of phenolic resin, widely used in high-end industrial fields such as aerospace and electronics [4]. - Shengquan has successfully developed high-purity epoxy resins and polyimide resins for chip packaging, breaking the long-standing monopoly of developed countries in high-end electronic resins [4][5]. Innovation and Talent Incentives - The company has implemented a stock incentive plan covering 635 core employees and plans to expand this to 2,718 employees by 2025, aligning employee interests with long-term corporate development [6]. - Shengquan Group has integrated sustainable development into its operations, receiving an AA rating from Wind ESG, which enhances its governance and attracts green industry funds [6]. Future Development Strategy - The company aims to increase investments in phenolic resins, furan resins, PPO, electronic chemicals, and bio-based hard carbon materials, focusing on overcoming material bottlenecks in strategic emerging industries [7]. - By combining capital strength with technological innovation, Shengquan Group is poised to become a leading new materials technology group, contributing to the development of new productive forces and the green transformation of traditional industries [7].

海外业务预计增长 25%-30%，主要市场集中于中东和东南亚，其中东 南亚是最大市场，公司正积极开拓新加坡、菲律宾和沙特等市场。 Q&A 苏博特公司 2024 年四季度的收入增速很快，2025 年四季度的情况如何？ 苏博特 20151223 摘要 基建工程领域对功能性材料需求稳健，速凝剂、抗裂剂和水泥基材料等 产品前三季度实现约 20%的增长，预计四季度增速与三季度持平，受益 于基建的正向增长。 三季度毛利率因房地产市场影响销量下降，固定成本摊薄减少及民用客 户利润紧张而有所下降。若价格和成本端保持稳定且回款改善，未来毛 利率有望回升。 全年经营性现金流预计为正，且可能略优于去年，主要受益于央国企资 金流的改善。但最终结果仍取决于年底回款情况。 信用减值情况预计优于去年，因应收账款累积高峰已过，且大型基建工 程占比上升，此类客户回款情况较好，后续订单和资金状况有望持续改 善。 房地产需求展望不乐观，新开工数量和新拿地数量等前瞻性指标仍呈两 位数下滑，若无新政策推动，明年地产状况仍具不确定性。 明年基建投资整体未见明显提升，但滇藏铁路等重大西部项目将带来显 著增量，公司凭借市场份额和竞争优势，仍能获得良好增长机 ...

（文章来源：每日经济新闻） 多氟多（002407.SZ）12月24日在投资者互动平台表示，公司六氟磷酸锂现有产能6万吨/年左右，扩产 节奏根据市场实际需求做动态调整；根据规划，明年年底电池板块产能预计达到50GWh，计划出货 30GWh左右，具体收入情况由产品销售量和市场价格决定；公司各业务板块详细介绍，请您参阅公司 年报相关章节。 每经AI快讯，有投资者在投资者互动平台提问：公司明年扩产后，六氟磷酸锂年产能是多少，一吨的 生产成本是多少？ 明年扩产后电池的出货量是多少GWh，能带来的收入是多少？ 公司还有其他业务可 以披露吗？ ...

Group 1 - The core viewpoint of the article is that Chuanheng Co., Ltd. has appointed Guosen Securities as the sponsor for its stock issuance to specific targets, with designated representatives Zhang Heng and Yuan Ye [1] - On December 17, 2025, Guosen Securities conducted a training session for Chuanheng Co., Ltd.'s directors and executives, focusing on regulatory policies and compliance requirements [1] - The training was held in a hybrid format, combining in-person and online methods, and included the preparation of materials and notifications prior to the session [1]

Group 1 - The company, Xilong Science, primarily engages in the research, production, and sales of chemical reagents, as well as the production and sales of raw pharmaceuticals and food additives [2] - The company is also involved in the trade of certain chemical raw materials [2] - The main application areas for the company's products include semiconductors, new materials, biomedicine, petrochemicals, and new energy industries [2]

基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。12月24日共有23位基金经理发生任职变动。 12月24日，A股三大指数集体上涨。截至收盘，沪指涨0.53%报3940.95点，深成指涨0.88%报13486.42点，创业板指涨0.77% 报3229.58点。从板块行情上来看，今日表现较好的是空间站概念、航天概念和6G概念，而猪肉概念、净水概念和乳业等板 块下跌。 | | | 基金代码 | 公告目期 | SA | | | | --- | --- | --- | --- | --- | --- | --- | | | | 002067 | 2025/12/24 | 20: | | | | | | 023084 | 2025/12/24 | 20: . | | | | 王明路 | 汇安核心资产混合A | 1925/8/8 | 2025/12/24 | 2025/12/23 | 在版 | 开始 ...

Group 1 - The core point of the news is that Silicon Treasure Technology has seen a continuous increase in stock price, rising 0.71% to 21.20 CNY per share, with a total market capitalization of 8.334 billion CNY and a cumulative increase of 5.79% over six days [1] - The company, Chengdu Silicon Treasure Technology Co., Ltd., specializes in the research, production, and sales of room-temperature vulcanized silicone rubber and related production equipment, with its main revenue sources being construction adhesives (40.42%), hot melt adhesives (31.80%), and industrial adhesives (27.42%) [1] - The fund Dachen Jinglu Flexible Allocation Mixed A (003373) has increased its holdings in Silicon Treasure Technology by 5.03 thousand shares, making it the ninth largest holding in the fund, with a net asset value proportion of 4.7% [2] Group 2 - The fund manager of Dachen Jinglu Flexible Allocation Mixed A is Li Yu, who has a total tenure of 11 years and 144 days, with the fund's total asset size at 6.47 million CNY [3] - The fund has achieved a year-to-date return of 42.4%, ranking 1652 out of 8088 in its category, and a one-year return of 39.17%, ranking 1844 out of 8058 [2]

Core Viewpoint - The chemical industry is expected to experience a positive supply-demand dynamic due to strong policy constraints on new supply and the gradual elimination of high-energy-consuming capacities, leading to high-quality development in the sector [1]. Group 1: Market Performance - As of 14:00, the Petrochemical ETF (159731) rose by 0.92%, with stocks such as Hengyi Petrochemical hitting the daily limit, and companies like Luxi Chemical, Shengquan Group, and Guangwei Composites also seeing gains [1]. Group 2: Policy Impact - The policy environment imposes significant restrictions on new supply in the chemical industry, including unified approval by the National Development and Reform Commission for projects with a comprehensive energy consumption of 500,000 tons of standard coal or more, and an emphasis on the clean and efficient use of coal [1]. - The industry is also focusing on eliminating outdated capacities and processes through legal means, alongside the establishment of a carbon trading market to phase out high-energy-consuming production [1]. Group 3: Price Trends - Since the implementation of the anti-involution policy, prices for products such as silicone, caprolactam, and soda ash have increased [1]. Group 4: Industry Composition - The Petrochemical ETF and its linked funds closely track the CSI Petrochemical Industry Index, which is composed of three major sectors: refining and trading (27.33%), chemical products (22.04%), and agricultural chemical products (21.98%) [1]. - The top-level design is guiding the industry to shift from "quantity increase" to "quality improvement," with ongoing supply-demand improvements expected to sustain upward momentum in industry prosperity [1].