交易咨询业务资格：证监许可【2012】1091号 PTA&MEG早报-2025年12月9日 大越期货投资咨询部 金泽彬 投资咨询资格证号：Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 前日回顾 2 每日提示 3 4 今日关注 基本面数据 5 PTA 每日观点 PTA： 1、基本面：昨日PTA期货低位反弹，现货市场商谈氛围一般，现货基差略走强，贸易商商谈为主。个别主流供应商报盘。12月 主流在01贴水30附近成交，少量在01-32有成交，个别略高，价格商谈区间在4630~4675。今日主流现货基差在01-30。中性 2、基差：现货4645，01合约基差-49，盘面升水 中性 3、库存：PTA工厂库存3.92天，环比增加0.14天 偏空 4、盘面：20日均线向下，收盘价收于20日均线之下 偏空 5、主力持仓：净多 多减 偏多 6、预期：近期PTA供需格局变动不大，部分聚酯工厂阶段性补货，现货 ...

Core Viewpoint - Chongqing Sansheng Industrial Co., Ltd. will suspend trading of its stock for one trading day on December 9, 2025, and will resume trading on December 10, 2025, due to a capital reserve increase plan approved by the Chongqing Fifth Intermediate People's Court [2]. Group 1 - The company has a total share capital of 432,000,000 shares, which will be increased by approximately 252,102,041 shares through a capital reserve increase, resulting in a new total of 684,102,041 shares [2]. - The capital reserve increase will be implemented at a ratio of approximately 5.8356953935 shares for every 10 shares held [2]. - The record date for the capital reserve increase is December 9, 2025, and the listing date for the increased shares is December 10, 2025 [2]. Group 2 - The company emphasizes that all information should be verified through its designated media, which includes the Securities Times, Shanghai Securities Journal, and the Giant Tide Information Network [3]. - The board of directors urges investors to invest rationally and be aware of investment risks [3]. Group 3 - The announcement is officially made by the board of directors of Chongqing Sansheng Industrial Co., Ltd. on December 8, 2025 [4].

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有硼同位素新材料的订单近200吨吗？ 多氟多（002407.SZ）12月8日在投资者互动平台表示，您好，公司已具备硼同位素国产化量产能力，目 前已建成100吨/年硼同位素系列新材料产线，能够满足不同丰度和纯度的产品需求，并已通过中广核子 公司苏州热工研究院有限公司的现场审核，正式接受客户订单并开始交付；未来公司将根据市场需求逐 步建设、释放新增产能，相关进展请以公司正式公告为准，感谢关注。 ...

Core Viewpoint - The article discusses the fundraising efforts of Kangda New Materials, focusing on their plans to raise up to 585 million yuan for projects related to electronic-grade epoxy resin and military electronic composite materials, which align with national industrial policies and market demands [1][2]. Group 1: Fundraising and Project Details - Kangda New Materials has received approval from the Shenzhen Stock Exchange for a stock issuance application to raise funds not exceeding 585 million yuan [1]. - The funds will be allocated as follows: 277 million yuan for expanding an 80,000 tons/year electronic-grade epoxy resin project, which is expected to generate annual sales of 1.065 billion yuan and an average net profit of 44.68 million yuan [1]. - 133 million yuan will be used for the R&D center and military electronic composite materials project, projected to yield annual sales of 526 million yuan and a net profit of 42.64 million yuan [1]. - The remaining 175 million yuan will be used to supplement working capital, optimizing the asset-liability structure and alleviating operational funding pressure [1]. Group 2: Industry Alignment and Market Demand - The projects are aligned with the company's main business and cater to the national industrial policy, focusing on high-purity, precision, specialized, supporting, functional, and series development directions [2]. - Electronic-grade epoxy resin is a critical material for semiconductor packaging and copper-clad laminates, with a significant portion of high-end products still reliant on imports, highlighting the need for domestic production [2].

证券日报网讯12月8日，三友化工（600409）在互动平台回答投资者提问时表示，公司研发投入紧密围 绕主业展开，聚焦产品性能升级、生产工艺优化、高端产品研发及应用场景拓展等，相关成果已陆续应 用于现有产品线并实现降本增效。在产品研发方面主要对接5G、航空航天等新兴市场需求，开发了硅 基、氯系列等高附加值、高技术含量产品。 ...

Core Viewpoint - Nanda Optoelectronics has confirmed that its ArF photoresist production capacity is currently 50 tons per year, with products achieving stable supply to downstream customers [2] Group 1 - The company has a current production capacity of 50 tons per year for ArF photoresist [2] - There are products that have formed a continuous and stable supply to downstream clients [2]

（文章来源：证券日报） 证券日报网讯 12月8日，粤桂股份在互动平台回答投资者提问时表示，固态电池研究工作目前主要集中 在电池企业，公司会根据进展情况开展相关工作。 ...

证券日报网讯 12月8日，卫星化学在互动平台回答投资者提问时表示，新能源材料作为公司未来发展的 重点方向之一，目前正聚焦于自身产业链优势布局相关业务。 （文章来源：证券日报） ...

Core Viewpoint - Huatai Co., Ltd. (600308) has established a synergistic industrial chain layout in salt chemical and fine chemical sectors through its wholly-owned subsidiary Dongying Huatai Chemical Group, focusing on the production and operation of mature products within its existing industrial chain [1] Group 1 - The core products of the company include caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, methane chlorides, and aniline [1] - The company is currently not involved in the production of fluorochemical products [1]

（文章来源：证券日报） 证券日报网讯 12月8日，久日新材在互动平台回答投资者提问时表示，2025年1月-9月份，公司光引发 剂的销量为17866.99吨，较去年同期相比小幅上升。 ...