Market Overview - A-shares opened mixed with active sectors including non-ferrous metals, chemical fiber, shipbuilding, commercial retail, and gold concepts, while sectors like paper printing, pharmaceutical commerce, glass fiber, insurance, and semiconductors saw declines [1][10] - In the Hong Kong market, both the Hang Seng Index and the Hang Seng Tech Index rose, with notable gains in stocks such as Jiangxi Copper and Xpeng Motors [1][10] Non-Ferrous Metals - Jiangxi Copper shares surged over 10%, and the company plans to invest up to £764 million to fully acquire Solgold [8][17] Carbon Fiber Sector - The carbon fiber concept saw initial gains with companies like Guangwei Composite and Jilin Carbon Valley rising over 10%, and Jilin Chemical Fiber hitting the daily limit [2][11] - Toray Industries announced a price increase for its TORAYCA brand carbon fiber products by 10% to 20% starting January 2026, driven by rising demand in wind power and aerospace sectors [4][13] Sodium Battery Concept - The sodium battery sector was active with stocks like Chuan Yi Technology hitting the daily limit, following announcements from CATL about large-scale applications in various fields by 2026 [5][14] Brain-Computer Interface - The brain-computer interface sector showed strength with companies like Xiangyu Medical rising over 10%, supported by successful space trials of a wireless implanted brain-computer interface system [6][15] Wind Power Sector - The wind power sector experienced a rally with Goldwind Technology hitting the daily limit, alongside gains in other related companies [16] Robotics Sector - In the robotics sector, companies like UBTECH Robotics saw significant increases, following the establishment of a standardization committee for humanoid robots and embodied intelligence [9][18] New Energy Vehicles - The new energy vehicle sector in Hong Kong saw widespread gains, with Xpeng Motors and Li Auto rising significantly, supported by government initiatives promoting high-quality development in the automotive industry [9][18]

音紧像胶呈报 图1 研究中心能化团队 2025/12/29 P 不 As 占 商品 POY 1 石脑油日 PX CFR PTA内盘现 PTA加 仓单+有 PTA平衡 PTA负 石脑油裂 50D/4 聚酯毛利 TA基美 日期 原油 PX加工美 产销 工差 效预报 台湾 न्ह 解价差 K 荷 负荷 8F Hill 2025/1 6345 127869 62.1 540 893 4885 84.91 353.0 105 -192 78.6 72.5 -70 0.45 2/22 2025/1 62.4 542 896 4955 6395 85.00 354.0 164 -185 78.6 72.5 123951 -75 0.45 2/23 图H 2025/1 62.2 -240 -75 0.40 540 901 5015 6395 84.03 206 78.6 72.5 120464 361.0 2/24 2025/1 919 5050 97.76 377.0 72.5 60.6 542 6440 277 -252 78.6 119054 -65 0.45 2/25 2025/1 l 图H 542 5175 97. ...

国泰君安期货·能源化工 短纤、瓶片周度报告 国泰君安期货研究所 钱嘉寅 投资咨询从业资格号：Z0023476 贺晓勤 投资咨询从业资格号：Z0017709 日期：2025年12月28日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 瓶片（PR） 瓶片：震荡偏弱 估值与利润 基本面运行情况 供需平衡表 观点小结 上游观点汇总 短纤：短期震荡市，中期偏弱 01 CONTENTS 2 02 短纤（PF） 03 估值与利润 基本面运行情况 01 本周短纤观点：矛盾仍未解决，震荡偏强 供应 工厂开工维持高位，平均开工97.4%，三房巷小幅提产外加新装置投产，短期实际负荷和开工提高。 需求 内需终端订单走弱，纱线、织造、坯布环节继续降负，后续需求预期较弱部分下游可能考虑1月中旬提前放假。原料大幅拉涨过程中终端补库 增加，但大多是在上周末附近低位促销时补库，周内面临持续大涨的价格，产销总体偏弱。越到下游跟涨越是艰难。短纤名义去库，实物库存 累库，静态库存压力不大，1 ...

国泰君安期货·能源化工 短纤、瓶片周度报告 国泰君安期货研究所 钱嘉寅 投资咨询从业资格号：Z0023476 贺晓勤 投资咨询从业资格号：Z0017709 日期：2025年12月28日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 瓶片（PR） 短纤：短期震荡市，中期偏弱 估值与利润 基本面运行情况 供需平衡表 03 短纤（PF） 估值与利润 基本面运行情况 CONTENTS 01 观点小结 上游观点汇总 瓶片：震荡偏弱 2 02 观点小结 01 本周短纤观点：矛盾仍未解决，震荡偏强 供应 工厂开工维持高位，平均开工97.4%，三房巷小幅提产外加新装置投产，短期实际负荷和开工提高。 需求 内需终端订单走弱，纱线、织造、坯布环节继续降负，后续需求预期较弱部分下游可能考虑1月中旬提前放假。原料大幅拉涨过程中终端补库 增加，但大多是在上周末附近低位促销时补库，周内面临持续大涨的价格，产销总体偏弱。越到下游跟涨越是艰难。短纤名义去库，实物库存 累库，静态库存压 ...

Investment Rating - The report indicates a positive investment outlook for the basic chemical industry, with significant growth in specific sub-sectors such as TDI and synthetic resins [1][2]. Core Insights - The TDI export volume reached a historical high in November, with 56,500 tons exported, significantly exceeding previous years' totals, and is projected to continue growing [2]. - The China Synthetic Resin Association has called for the regulation of the polyoxymethylene industry to address structural supply-demand imbalances, with projected production capacity reaching 1.51 million tons per year against a demand of only 950,000 tons by 2025 [2]. - The chemical sector overall has shown strong performance, with the CITIC Basic Chemical Index rising by 5.41% this week, outperforming other indices [1][10]. Market Performance - The Shanghai Composite Index increased by 1.88%, while the ChiNext Index rose by 3.9%, indicating a bullish trend in the market [1][10]. - The top-performing sub-sectors in the chemical industry this week included membrane materials (12.18%), synthetic resins (8.23%), and phosphate fertilizers (6.5%) [1][13]. Sub-sector Summaries TDI - November TDI exports reached 56,500 tons, with a cumulative export of 506,300 tons from January to November, marking a 56.2% year-on-year increase [2]. - The average export price for TDI in October was $1,527 per ton, with a total export value of $67.1 million [2]. Polyoxymethylene - The industry faces challenges due to a projected capacity of 1.51 million tons against a demand of only 950,000 tons, leading to potential oversupply issues [2]. Tires - Domestic tire manufacturers are becoming increasingly competitive, with a focus on growth opportunities in the tire sector [2]. Phosphate Chemicals - The phosphate chemical sector is expected to benefit from environmental policies limiting supply, coupled with increasing demand from the new energy sector [4]. Vitamins - The market for vitamins is experiencing supply disruptions, particularly for Vitamin A and E, due to unforeseen circumstances affecting production [5].

每经AI快讯，东方盛虹（SZ 000301，收盘价：10.72元）12月26日晚间发布公告称，公司第九届第三十 五次董事会会议于2025年12月26日以通讯表决方式召开。会议审议了《关于召开2026年第一次临时股东 会的议案》等文件。 截至发稿，东方盛虹市值为709亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 张明双） 2025年1至6月份，东方盛虹的营业收入构成为：石化及化工新材料占比79.86%，化纤占比18.43%，其 他行业占比1.71%。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-26 | 000420 | 吉林化纤 | 4.09 | 367.00 | | 1,501.03中国中金财富证券 | 西南证券股份有限 | | | | | | | | 英语奥三回上海英语 | 公司岳阳通海南路 | | | | | | | | 区湖滨路证券营业 | 证券营业部 | | | | | | | ਸੀ | | | 12月26日，吉林化纤大宗交易成交367万股，成交额1501.03万元，占当日总成交额的2.23%，成交价4.09元，较市场收盘价 4.23元折价3.31%。 ...

机构观点 一德期货： 供需方面：供应方面瓶片开工前期减产后近期维持低位运行，关注后边减产的持续情况。需求方面，四季度是淡季。估值方面，在过剩格局下预 计加工差维持低位震荡，近期现货加工差震荡略有走弱。绝对价格上瓶片预计跟随原料运行。继续关注供应端减产持续情况。 国投安信期货： 瓶片需求转淡，盘面跟随原料上涨；现货加工差好于盘面表现，整体依旧不理想；产能过剩是长线压力，成本驱动为主。 消息面 华润珠海两套各30万吨聚酯瓶片装置预计12月下旬附近重启，山东富海30万吨聚酯瓶片新装置预计26年1月投产。 上一交易日，聚酯瓶片工厂局部上调30-60元不等。日内聚酯瓶片市场成交气氛小幅回落，部分贸易商获利了结。12-2月订单多成交在5990-6100 元/吨出厂不等，少量略低5900-5980元/吨附近。 国内聚酯瓶片产量为33.36万吨，环比持平。国内聚酯瓶片产能利用率周均值为73.05%，环比持平；聚酯瓶片生产成本5184元，环比-31元/吨；聚 酯瓶片周生产毛利为-118元/吨，环比+11元/吨。 ...

E GET PERS 81+ 研究中心能化团队 2025/12/26 P 不 As 占 商品 POY 1 石脑油日 PX CFR PTA内盘现 PTA加 PTA平衡 仓单+有 PTA负 石脑油裂 50D/4 聚酯毛利 TA基美 日期 PX加工美 产销 原油 工差 台湾 न्ह 解价差 效预报 K 荷 负荷 8F alt 2025/1 2.35 60.5 531 867 4750 6210 87.63 336.0 106 -218 78.6 73.2 129107 -60 2/19 2025/1 62.1 540 893 4885 6345 84.91 353.0 105 -192 78.6 73.2 127869 -70 0.45 2/22 图H 2025/1 62.4 -185 -75 542 896 4955 6395 85.00 164 78.6 73.2 123951 0.45 354.0 2/23 2025/1 62.2 901 6395 361.0 120464 540 2015 84.03 206 -240 78.6 73.2 -75 0.40 2/24 2025/1 l RiH 62.2 54 ...

周四上午市场呈现低开高走的格局，投资者可以看到，早盘沪指低开3点于3937点，创业板高开3点于 3232点，两市2296股上涨，2179股下跌，早盘沪指低开以后反弹，盘中一个点一个点的新高，出现分时 线高点、最高3956点确认以后小幅遇阻，创业板因为权重个股调整，所以上午低迷绿盘震荡运行为主！ 各大指数午盘涨跌都很小！最终沪指收涨11点于3952点，创业板收跌12点于3217点！那么对于这种行 情，投资者该如何看待和解读呢？ 通过今天上午市场盘面可以看到，两市上涨个股3270家，其中涨幅超过9%的个股88家，涨幅超3%的个 股462家；下跌个股1927家，其中跌幅超过9%的个股没有出现，跌幅超过3%的个股101家！通过个股数 据看，两市个股涨多跌少，多方略微占优，盘面商业航天概念股再次领涨，投资者务必注意节奏，保险 虚拉指数明显，造纸、化纤、汽车等板块表现不俗，有色板块终于开始调整了，后市还有下跌回踩空 间，半导体、煤炭、医药等板块相对偏弱！上午市场虽然还是涨多跌少格局，但明显弱于昨天，盘面有 分化的迹象，创业板指数调整了，科创50也调整了，黄线领涨，微盘股指数也涨，北证50急拉一波，盘 面在临界点了！ 从短 ...