Report Summary 1. Report Industry Investment Rating - The report does not explicitly provide an industry investment rating. 2. Core View of the Report - The short - term rebound of PVC is limited due to the high - production and high - inventory structure that is difficult to change in the short term. The high -开工 and weak - demand pattern persists for futures contracts before the 03 contract. It is recommended to enter the market on the right side after seeing substantial large - scale maintenance plans on the supply side. The supply - side reduction in the maintenance peak season next year may exceed expectations, which is beneficial for the profit repair of the chlor - alkali industry [3]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - The 01 contract futures price is 4532, the East China spot price is 4500, the basis is - 32, and the 1 - 5 month spread is - 300. The domestic PVC spot market price is stagnant and stable, with the disk price fluctuating weakly. The weekly supply remains high, and market transactions have become sluggish. The current prices in the East China region are 4400 - 4540 yuan/ton for calcium carbide - based type 5 PVC and 4450 - 4600 yuan/ton for ethylene - based PVC [2]. 3.2 Market Condition Analysis - PVC is at a low valuation. Although factors such as anti - involution trading, real - estate market policies, and short - covering can drive a phased rebound, the high - production and high - inventory situation is hard to change in the short term. Before the 03 contract, futures contracts face a pattern of high -开工 and weak demand. The expectation of large - scale production cuts may occur after the 03 contract. The expected inventory build - up during the Spring Festival and the contango structure limit the trading space of low - valuation factors. PVC warehouse receipts are still high, increasing the pressure on long - position holders to take delivery. The comprehensive profit of the chlor - alkali industry is at a historical low, and the supply - side reduction in the maintenance peak season next year may exceed expectations, which is conducive to profit repair, but it is advisable to wait for substantial maintenance plans [3]. 3.3 Trend Strength - The trend strength of PVC is 0, indicating a neutral view, with the value ranging from - 2 (most bearish) to 2 (most bullish) [4].

投资咨询从业资格号：Z0020481 日期：2025年12月28日 烧碱：短期反弹高度有限，关注1月交割压力 PVC：短期反弹高度有限 国泰君安期货研究所·陈嘉昕 4 Guotai Junan Futures all rights reserved, please do not reprint CONTENTS 观点综述 01 烧碱价格及价差 02 烧碱供应 03 烧碱需求 04 PVC价格及价差 05 PVC供需 06 Special report on Guotai Junan Futures 2 观点综述 1 烧碱观点：短期反弹高度有限，关注1月交割压力 | 供应 | 中国20万吨及以上烧碱样本企业产能平均利用率为86.0%，较上周环比+1.3%。分区域来看，山东区域负荷先增后降，均值环比有所提升； | | --- | --- | | | 江西伴随着检修设备恢复带动开机提升；河南负荷小幅下滑。下周国内氯碱设备检修及重启并存，预估整体开机仍小幅上移。 | | 需求 | 氧化铝方面，短期因"反内卷"消息出现反弹，但基本面仍是高产量、高库存的格局，边际装置利润亏损，氧化铝减产只是时间问题。虽 然年底到明年年初 ...

上市企业：镇洋发展（603213）,鄂尔多斯（600295）,北元集团（601568）,华塑股份（600935）,氯碱化 工（600618）,新疆天业（600075）,中泰化学（002092）,君正集团（601216）,嘉化能源（600273）,滨 化股份（601678） 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年10月中国烧碱(折100％)产量为390万吨，同比增长3.5%；2025年1-10 月中国烧碱(折100％)累计产量为3824.1万吨，累计增长4.6%。 2020-2025年1-10月中国烧碱(折100％)产量统计图 相关报告：智研咨询发布的《2025-2031年中国烧碱行业市场调查研究及未来趋势预测报告》 ...

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The PVC market rebounds due to macro - sentiment, with marginal improvement in supply - demand. The overall supply is still abundant, and the improvement in supply - demand is limited. Attention should be paid to subsequent device maintenance and macro - side policy dynamics. The caustic soda spot price is stable with a downward trend, showing regional differences. The supply - side starts to increase slightly, and the demand - side has mixed performance. Key factors to watch include liquid chlorine price fluctuations, device dynamics, and the implementation of macro anti - involution details [3] 3. Summary by Relevant Catalogs Market News and Important Data PVC - **Futures Price and Basis**: The closing price of the PVC main contract is 4,757 yuan/ton (- 24), the East China basis is - 277 yuan/ton (+ 24), and the South China basis is - 237 yuan/ton (+ 44) [1] - **Spot Price**: The East China calcium carbide - based PVC is quoted at 4,480 yuan/ton (+ 0), and the South China calcium carbide - based PVC is quoted at 4,520 yuan/ton (+ 20) [1] - **Upstream Production Profit**: The semi - coke price is 750 yuan/ton (+ 0), the calcium carbide price is 2,780 yuan/ton (+ 0), the calcium carbide profit is - 110 yuan/ton (+ 0), the gross profit of PVC calcium carbide - based production is - 986 yuan/ton (+ 116), the gross profit of PVC ethylene - based production is - 469 yuan/ton (+ 51), and the PVC export profit is - 11.7 US dollars/ton (- 5.7) [1] - **PVC Inventory and Start - up**: The in - plant PVC inventory is 32.9 million tons (- 1.6), the social PVC inventory is 51.1 million tons (- 0.7), the start - up rate of PVC calcium carbide - based production is 77.46% (+ 0.45%), the start - up rate of PVC ethylene - based production is 70.73% (- 3.33%), and the overall PVC start - up rate is 75.42% (- 0.70%) [1] - **Downstream Order Situation**: The pre - sales volume of production enterprises is 76.2 million tons (+ 11.4) [1] Caustic Soda - **Futures Price and Basis**: The closing price of the SH main contract is 2,233 yuan/ton (- 17), and the basis of 32% liquid caustic soda in Shandong is 1 yuan/ton (+ 1) [1] - **Spot Price**: The price of 32% liquid caustic soda in Shandong is 715 yuan/ton (- 5), and the price of 50% liquid caustic soda in Shandong is 1,140 yuan/ton (+ 0) [2] - **Upstream Production Profit**: The single - product profit of caustic soda in Shandong is 1,214 yuan/ton (- 16), the comprehensive profit of chlor - alkali in Shandong (0.8 tons of liquid chlorine) is 529.4 yuan/ton (- 55.6), the comprehensive profit of chlor - alkali in Shandong (1 ton of PVC) is - 222.58 yuan/ton (+ 4.38), and the comprehensive profit of chlor - alkali in the Northwest (1 ton of PVC) is 423.99 yuan/ton (+ 30.00) [2] - **Caustic Soda Inventory and Start - up**: The liquid caustic soda factory inventory is 44.22 million tons (- 2.25), the flake caustic soda factory inventory is 2.97 million tons (- 0.54), and the caustic soda start - up rate is 86.00% (+ 1.50%) [2] - **Caustic Soda Downstream Start - up**: The alumina start - up rate is 85.00% (- 1.11%), the printing and dyeing start - up rate in East China is 61.28% (- 0.78%), and the viscose staple fiber start - up rate is 87.03% (- 2.59%) [2] Market Analysis PVC - **Macro Factors**: The "15th Five - Year Plan" draft compilation meeting and the Ministry of Housing and Urban - Rural Development's emphasis on stabilizing the real estate market boost PVC demand expectations. The statements of the financial regulatory authorities and the State - owned Assets Supervision and Administration Commission strengthen the policy atmosphere [3] - **Supply - Demand Situation**: Supply decreases slightly due to new and continued device maintenance, but the supply side is still abundant. Downstream start - up decreases slightly, and the export orders remain resilient before the double festivals. Social inventory is slightly reduced but still at a high level year - on - year [3] - **Profit and Market Pressure**: The comprehensive chlor - alkali production profit of the upstream PVC has some recovery, but it is still at a low level year - on - year. The calcium carbide and semi - coke production are both in the red. The high - level warehouse receipts put pressure on the PVC futures price [3] Caustic Soda - **Price and Inventory**: The caustic soda spot price is stable with a downward trend, showing regional differences. Shandong's inventory pressure is partially relieved, while Jiangsu's caustic soda inventory accumulates [3] - **Supply - Demand Situation**: The supply - side start - up rate increases slightly, and the overall start - up is at a high level. The liquid chlorine price is positive but is expected to decline further, which may strengthen the cost support. The alumina plant's demand is relatively stable, while non - aluminum demand weakens [3] Strategy - **PVC**: The unilateral strategy is to oscillate, the inter - period strategy is to wait and see, and there is no cross - variety strategy [5] - **Caustic Soda**: The unilateral strategy is to oscillate, the inter - period strategy is to wait and see, and there is no cross - variety strategy [5]

Group 1: Natural Rubber Industry Report Industry Investment Rating Not provided Core View In the short - term, the price of natural rubber rises due to the warming of commodity preference sentiment, but the overall fundamentals remain weak. It is recommended to try short - selling around 15,700 [1]. Summary by Directory - **Spot Price and Basis**: On December 24th, the price of Yunnan Guofu whole - latex rubber (SCRWF) in Shanghai increased by 250 yuan/ton to 15,100 yuan/ton, with a growth rate of 1.68%. The whole - latex basis decreased by 110 yuan/ton to - 550 yuan/ton, a decline of 25.00%. Other varieties also showed different price changes [1]. - **Monthly Spread**: The 9 - 1 spread increased by 5 yuan/ton to 10 yuan/ton, a growth rate of 100.00%, while the 1 - 5 spread decreased by 25 yuan/ton to - 55 yuan/ton, a decline of 83.33% [1]. - **Fundamentals**: In November, Thailand's production decreased by 48.30 thousand tons to 466.20 thousand tons, a decline of 9.39%. China's production increased by 23.70 thousand tons to 137.20 thousand tons. The weekly operating rate of semi - steel tires for automobiles increased by 0.66 percentage points to 72.05%, while that of all - steel tires decreased by 2.19 percentage points to 61.95% [1]. - **Inventory Changes**: The bonded area inventory (bonded + general trade inventory) increased by 16,339 tons to 515,227 tons, a growth rate of 3.28%. The factory - warehouse futures inventory of natural rubber on the SHFE decreased by 605 tons to 58,968 tons, a decline of 1.02% [1]. Group 2: Crude Oil Industry Report Industry Investment Rating Not provided Core View Recently, the price of crude oil has been strengthening under the influence of geopolitics, but the geopolitical drive is still limited. The final price will return to be dominated by the oversupply pattern, and the price is expected to fluctuate in the range of 60 - 65 US dollars per barrel. It is necessary to continue to pay attention to the situation between the US and Venezuela and the progress of Russia - Ukraine peace talks [3]. Summary by Directory - **Crude Oil Price and Spread**: On December 24th, Brent crude oil decreased by 0.14 US dollars per barrel to 62.24 US dollars per barrel, a decline of 0.22%, and WTI crude oil decreased by 0.03 US dollars per barrel to 58.35 US dollars per barrel, a decline of 0.05% [3]. - **Refined Oil Price and Spread**: NYM RBOB increased by 0.39 cents per gallon to 174.71 cents per gallon, a growth rate of 0.22%, while NYM ULSD decreased by 3.30 cents per gallon to 215.76 cents per gallon, a decline of 1.51% [3]. - **Refined Oil Crack Spread**: The US gasoline crack spread increased by 0.19 US dollars per barrel to 15.03 US dollars per barrel, a growth rate of 1.31%, and the US diesel crack spread decreased by 1.36 US dollars per barrel to 32.27 US dollars per barrel, a decline of 4.03% [3]. Group 3: Benzene - Styrene Industry Report Industry Investment Rating Not provided Core View In the short - term, the overall supply - demand pattern of pure benzene remains weak, but there is an expectation of improvement in the future. BZ2603 may fluctuate in the range of 5300 - 5600 yuan/ton. This week, the supply and demand of styrene both increased. Although the price is boosted in the short - term, there is an expectation of inventory accumulation around the Spring Festival, and the rebound space is limited. EB02 is expected to fluctuate mainly in the range of 6300 - 6700 yuan/ton [5]. Summary by Directory - **Upstream Price and Spread**: On December 25th, the price of Brent crude oil (February) remained unchanged at 62.24 US dollars per barrel, and the price of WTI crude oil (February) remained unchanged at 58.35 US dollars per barrel [5]. - **Styrene - Related Price and Spread**: The spot price of styrene in East China increased by 50 yuan/ton to 6700 yuan/ton, a growth rate of 0.8%. The EB02 - EB03 spread increased by 11 yuan/ton to - 53 yuan/ton, a decline of 17.2% [5]. - **Downstream Cash Flow and Inventory**: The cash flow of EPS decreased by 50 yuan/ton to 0 yuan/ton, a decline of 100.00%. The inventory of pure benzene in Jiangsu ports increased by 1.30 tons to 27.30 tons, a growth rate of 5.0% [5]. Group 4: LPG Industry Report Industry Investment Rating Not provided Core View Not provided Summary by Directory - **LPG Price and Spread**: On December 25th, the main contract PG2601 increased by 14 yuan/ton to 4235 yuan/ton, a growth rate of 0.33%. The PG01 - 02 spread increased by 20 yuan/ton to 159 yuan/ton, a growth rate of 14.39% [8]. - **LPG Outer - Market Price**: The FEI forward M1 contract remained unchanged at 531 US dollars per ton, and the CP swap M1 contract decreased by 1.4 US dollars per ton to 508 US dollars per ton, a decline of 0.27% [8]. - **LPG Inventory**: The LPG refinery storage ratio remained unchanged at 23.7%, and the LPG port inventory decreased by 22.4 thousand tons to 261 thousand tons, a decline of 7.89% [8]. - **LPG Upstream and Downstream Operating Rates**: The operating rate of downstream PDH increased by 2.1 percentage points to 75.0%, while the operating rate of downstream MTBE decreased by 0.8 percentage points to 68.9% [8]. Group 5: Polyester Industry Chain Report Industry Investment Rating Not provided Core View - **Para - Xylene (PX)**: After the sharp rise of PX, be cautious about the current price. Do not rule out the possibility of the upstream price falling back due to substantial production cuts in the polyester sector. In the medium - term, take a long - position at low prices. PX5 - 9 can be in a long - position at low prices [10]. - **PTA**: After the sharp rise following PX, be cautious about the current price. In the medium - term, take a long - position at low prices. TA5 - 9 can be in a long - position at low prices [10]. - **Ethylene Glycol (MEG)**: It is expected to fluctuate and consolidate in the short - term. EG5 - 9 can be in a short - position at high prices [10]. - **Short - Fiber**: The absolute price has limited driving force and mainly follows the raw material fluctuations. Unilateral trading is the same as PTA, and the processing fee on the disk can be shorted at high prices [10]. - **Polyester Bottle Chip**: PR unilateral trading is the same as PTA. The processing fee of the PR main contract on the disk is expected to fluctuate in the range of 300 - 450 yuan/ton, and the processing fee can be shorted at high prices [10]. Summary by Directory - **Upstream Price**: On December 25th, the price of Brent crude oil (February) remained unchanged at 62.24 US dollars per barrel, and the price of CFR Japan naphtha remained unchanged at 540 US dollars per ton [10]. - **PX - Related Price and Spread**: The CFR China PX price remained unchanged at 901 US dollars per ton. The PX03 - PX05 spread decreased by 12 yuan/ton to 4 yuan/ton, a decline of 75.0% [10]. - **PTA - Related Price and Spread**: The spot price of PTA in East China increased by 35 yuan/ton to 5050 yuan/ton, a growth rate of 0.7%. The TA05 - TA09 spread increased by 16 yuan/ton to 36 yuan/ton, a growth rate of 20.5% [10]. - **MEG - Related Price and Spread**: The spot price of MEG in East China increased by 80 yuan/ton to 3653 yuan/ton, a growth rate of 2.2%. The EG05 - EG09 spread decreased by 11 yuan/ton to - 73 yuan/ton, a decline of 17.7% [10]. Group 6: Urea Industry Report Industry Investment Rating Not provided Core View In the short - term, urea prices are expected to fluctuate widely. The main futures contract is expected to fluctuate in the range of 1700 - 1760 yuan/ton. It is necessary to pay attention to the resumption rhythm of equipment and the progress of downstream demand [11]. Summary by Directory - **Futures Closing Price and Spread**: On December 25th, the 01 contract of urea decreased by 7 yuan/ton to 1712 yuan/ton, a decline of 0.41%. The 01 contract - 05 contract spread increased by 3 yuan/ton to - 62 yuan/ton, a growth rate of 4.41% [11]. - **Upstream Raw Materials**: The price of anthracite small pieces (Jincheng) remained unchanged at 900 yuan/ton, and the price of动力煤坑口 (伊金霍洛旗) increased by 10 yuan/ton to 520 yuan/ton, a growth rate of 1.96% [11]. - **Supply and Demand**: The daily production of domestic urea remained unchanged at 19.19 thousand tons. The weekly production decreased by 5.20 thousand tons to 133.34 thousand tons, a decline of 3.75% [11]. Group 7: Polyolefin Industry Report Industry Investment Rating Not provided Core View The spot price and basis of polyolefins changed little today. The market sentiment cooled down, and the trading volume decreased compared with the previous period. In 2026, the polyolefin market is expected to face both cost reduction and profit compression, and the price center will further decline [12]. Summary by Directory - **Futures Price and Spread**: On December 25th, the L2601 closing price decreased by 7 yuan/ton to 6343 yuan/ton, a decline of 0.11%. The L15 spread increased by 11 yuan/ton to - 47 yuan/ton, a growth rate of 18.97% [12]. - **Spot Price and Basis**: The spot price of East China PP raffia remained unchanged at 6120 yuan/ton, and the basis of North China LLDPE remained unchanged at - 100 yuan/ton [12]. - **Upstream and Downstream Operating Rates and Inventory**: The PE device operating rate decreased by 1.22 percentage points to 82.6%. The enterprise inventory of PE decreased by 2.92 tons to 45.9 tons, a decline of 5.99% [12]. Group 8: PVC and Caustic Soda Industry Report Industry Investment Rating Not provided Core View - **Caustic Soda**: The supply - demand of the caustic soda industry still has certain pressure. It is expected that the spot price of liquid caustic soda will be adjusted weakly and steadily in the short - term, and the price will fluctuate weakly in the long - term [13]. - **PVC**: The supply - demand fundamentals of PVC have weak support. It is expected that the PVC market will continue to operate in the range, and the price will weaken after a rebound [13]. Summary by Directory - **Spot and Futures Price**: On December 25th, the price of 32% liquid caustic soda in Shandong decreased by 15.6 yuan/ton to 2234.4 yuan/ton, a decline of 0.7%. The V2605 contract decreased by 24 yuan/ton to 4757 yuan/ton, a decline of 0.5% [13]. - **Overseas Quotation and Export Profit**: The FOB price of PVC in Southeast Asia remained unchanged at 600 US dollars per ton, and the export profit decreased by 66.5 yuan/ton to - 20.7 yuan/ton, a decline of 145.1% [13]. - **Supply and Demand and Inventory**: The operating rate of the caustic soda industry decreased by 1.4 percentage points to 88.5%. The total social inventory of PVC decreased by 0.7 tons to 51.1 tons, a decline of 1.3% [13]. Group 9: Methanol Industry Report Industry Investment Rating Not provided Core View The methanol futures fluctuate narrowly. The port accumulates inventory significantly, while the inland market shows a pattern of both supply and demand increasing, and the price fluctuates narrowly [14][15][16]. Summary by Directory - **Methanol Price and Spread**: On December 25th, the MA2601 closing price decreased by 5 yuan/ton to 2129 yuan/ton, a decline of 0.23%. The MA15 spread increased by 5 yuan/ton to - 33 yuan/ton, a decline of 13.16% [14]. - **Inventory**: The enterprise inventory of methanol increased by 1.28 tons to 40.397 tons, a growth rate of 3.28%. The port inventory increased by 19.37 tons to 141.3 tons, a growth rate of 15.89% [15]. - **Upstream and Downstream Operating Rates**: The operating rate of domestic upstream enterprises increased by 0.36 percentage points to 77.99%, while the operating rate of overseas upstream enterprises decreased by 3.47 percentage points to 60.5% [16]. Group 10: Glass and Soda Ash Industry Report Industry Investment Rating Not provided Core View - **Soda Ash**: The supply - demand pattern is still bearish, and the price will continue to fluctuate and bottom - out. It is recommended to pay attention to the short - selling opportunities after the rebound [19]. - **Glass**: The spot price continues to be under pressure, and the market is expected to continue to weaken and fluctuate at the bottom in the short - term [19]. Summary by Directory - **Related Price and Spread**: On December 26th, the North China quotation of glass decreased by 10 yuan/ton to 1010 yuan/ton, a decline of 0.98%. The North China quotation of soda ash remained unchanged at 1300 yuan/ton [19]. - **Supply and Inventory**: The operating rate of soda ash decreased by 1.91 percentage points to 82.74%. The factory inventory of soda ash increased by 0.5 tons to 149.93 tons, a growth rate of 0.33% [19]. - **Real Estate Data**: The year - on - year growth rate of the newly - started area of real estate decreased by 14.26 percentage points to - 29.25%, and the year - on - year growth rate of the completed area increased by 21.34 percentage points to - 0.28% [19].

截至12月10日，新金路股东户数5.05万，较上期减少10.81%；人均流通股12024股，较上期增加 12.12%。2025年1月-9月，新金路实现营业收入12.60亿元，同比减少16.82%；归母净利润-7849.45万 元，同比减少129.38%。 今年以来新金路已经15次登上龙虎榜，最近一次登上龙虎榜为12月8日，当日龙虎榜净买入-4357.82万 元；买入总计2.97亿元 ，占总成交额比19.62%；卖出总计3.41亿元 ，占总成交额比22.50%。 资料显示，四川新金路集团股份有限公司位于四川省德阳市泰山南路二段733号银鑫·五洲广场一期21栋 22-23层，成立日期1992年4月18日，上市日期1993年5月7日，公司主营业务涉及氯碱化工、塑料制品的 生产与经营等业务。主营业务收入构成为：树脂产品41.61%，碱产品38.43%，其他19.97%。 新金路所属申万行业为：基础化工-化学原料-氯碱。所属概念板块包括：军工信息化、军工电子、航天 军工、有色铜、芯片概念等。 12月25日，新金路盘中下跌2.56%，截至09:35，报10.65元/股，成交1.11亿元，换手率1.72%，总市值 69.0 ...

氯碱日报 | 2025-12-25 烧碱山东去库江苏累库 市场要闻与重要数据 PVC: 期货价格及基差：PVC主力收盘价4781元/吨（+43）；华东基差-301元/吨（-3）;华南基差-281元/吨（+7）。 现货价格：华东电石法报价4480元/吨（+40）；华南电石法报价4500元/吨（+50）。 上游生产利润：兰炭价格750元/吨（-30）；电石价格2780元/吨（+0）；电石利润-110元/吨（+24）；PVC电石法生产 毛利-986元/吨（+116）；PVC乙烯法生产毛利-469元/吨（+51）；PVC出口利润-6.0美元/吨（-5.1）。 PVC库存与开工：PVC厂内库存32.9万吨（-1.6）；PVC社会库存51.1万吨（-0.7）；PVC电石法开工率77.01%（-2.12%）； PVC乙烯法开工率74.06%（-2.61%）；PVC开工率76.12%（-2.27%）。 下游订单情况：生产企业预售量76.2万吨（+11.4）。 烧碱： 期货价格及基差：SH主力收盘价2250元/吨（+31）；山东32%液碱基差0元/吨（-31）。 现货价格：山东32%液碱报价720元/吨（+0）；山东50%液碱 ...

| | | 烧碱产业日报 2025-12-24 荡走势，区间预计在2100-2300附近。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 | 项目类别 | 数据指标 最新 环比 | | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:烧碱(日,元/吨) | 2250 | 31 烧碱主力合约持仓量(日,手) | 159783 | -5156 | | | 期货前20名净持仓:烧碱(日,手) | -19516 | -4283 烧碱主力合约成交量(日,手) | 492973 | 149306 | | | 合约收盘价:烧碱:1月(日,元/吨) | 2150 | 12 合约收盘价:烧碱:5月(日,元/吨) | 2358 | 34 | | | ...

分红方面，中泰化学A股上市后累计派现22.22亿元。近三年，累计派现2.59亿元。 中泰化学今年以来股价涨9.05%，近5个交易日涨3.07%，近20日跌0.63%，近60日涨0.43%。 机构持仓方面，截止2025年9月30日，中泰化学十大流通股东中，东方红新动力混合A（000480）位居 第六大流通股东，持股1270.59万股，为新进股东。香港中央结算有限公司位居第十大流通股东，持股 981.42万股，为新进股东。 资料显示，新疆中泰化学股份有限公司位于新疆乌鲁木齐经济技术开发区阳澄湖路39号，成立日期2001 年12月18日，上市日期2006年12月8日，公司主营业务涉及聚氯乙烯树脂、离子膜烧碱等化工产品的生 产和销售。主营业务收入构成为：聚氯乙烯39.69%，氯碱类产品14.99%，粘胶纱线14.83%，其他煤化 工产品11.21%，粘胶纤维7.17%，其他纺织产品5.91%，其他(补充)3.40%，现代贸易1.35%，物流运输 1.21%，自制电0.24%。 中泰化学所属申万行业为：基础化工-化学原料-氯碱。所属概念板块包括：低价、碳中和、水泥、石墨 烯、可降解等。 截至12月10日，中泰化学股东户 ...

航锦科技所属申万行业为：基础化工-化学原料-氯碱。所属概念板块包括：一体机概念、DeepSeek概 念、人工智能、创投、算力概念等。 截至9月30日，航锦科技股东户数12.41万，较上期增加5.16%；人均流通股5302股，较上期减少4.91%。 2025年1月-9月，航锦科技实现营业收入32.87亿元，同比增长1.38%；归母净利润1518.91万元，同比减 少62.72%。 分红方面，航锦科技A股上市后累计派现6.41亿元。近三年，累计派现7447.81万元。 12月24日，航锦科技（维权）盘中上涨2.03%，截至13:47，报19.06元/股，成交1.13亿元，换手率 0.91%，总市值125.80亿元。 资金流向方面，主力资金净流入14.54万元，特大单买入301.73万元，占比2.67%，卖出299.56万元，占 比2.65%；大单买入1500.32万元，占比13.28%，卖出1487.95万元，占比13.17%。 航锦科技今年以来股价跌0.21%，近5个交易日涨2.86%，近20日跌5.60%，近60日跌17.35%。 今年以来航锦科技已经12次登上龙虎榜，最近一次登上龙虎榜为2月25日，当日龙虎 ...