15倍大牛股，股价大幅度回调。 8月6日，上纬新材盘中几度挣扎终跌停，结束了7月9日以来的飙涨行情。截至收盘，上纬新材 报88.38元/股，总市值356亿元，跟昨日相比，市值蒸发了89.14亿元。 消息面上，8月5日晚间，上交所发布通报称，近日，上纬新材股价继续大幅波动，部分投资者 在交易该股过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异常交易行为， 上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 记者丨 毕凤至 编辑丨叶映橙 根据上纬新材8月4日披露的业绩预告，公司预计2025年半年度营业收入为7.84亿元，较上年同 期增加12.50%，归属于上市公司股东的净利润为2990.04万元，较上年同期减少32.91%。业绩 下滑主要由于海外销售运费及佣金增加约1100万元，二季度新台币兑美元汇率急升导致汇兑损 失约768万元，以及研发可回收产品检测试验费用增加约572万元。 智元机器人"入主" ，上纬新材股价狂飙 8月5日晚间，上纬新材公告称，公司股票价格自2025年7月9日至2025年8月5日累计上涨 1320.05%，期间多次触及股票交易异常波动及严重异常波动情形。如未来公司股票价格进一 ...

今日，此前一路狂飙的"15倍大牛股"上纬新材迎来调整。早盘股价大幅走低，盘中一度触及20%跌停板。截至13时45分，上纬新材下跌19.22%，股价报收 90元，与前一日收盘价110.48元相比，股价短期波动幅度显著，市场情绪出现明显分化。 8月5日是上纬新材因股票交易异常波动、严重异常波动进行核查停牌后的复牌首日。当天，上纬新材股价再度涨停，收报110.48元/股。至此，上纬新材股 价自2025年7月9日至2025年8月5日累计涨幅已达1320.05%，7次触及股票交易异常波动情形，7次触及股票交易严重异常波动情形。 8月5日晚，上交所发布情况通报，暂停上纬新材部分投资者账户交易。上交所表示，上纬新材近期多次出现严重异常波动情形，公司已多次发布风险提示 公告，提请广大投资者审慎投资，注意投资风险。近日，该股股价继续大幅波动，部分投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者 正常交易决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。上交所再次提醒投资者关注风险，审慎参与，合规交易。 8月5日，上纬新材也发布公告称，如未来公司股票价格进一步上涨，公司可能再次向上交所申请连续 ...

PEEK材料今日继续爆发，华密新材涨近30%，新翰新材、凯盛新材、中欣氟材等涨停。 开源证券指出，轻量化材料正逐步从机器人外壳渗透到核心零部件中，关注几个核心产业投资方向： （1）结构设计和材料设计持续优化下，核心零部件公司凭借自身强大的加工制造能力和产品设计能力 推出精度更高的轻量化产品，如行星滚柱丝杠，丝杠公司通过一系列设计和对核心部件使用改性材料， 使得产品强度、精度提升。相关具备强大加工制造能力的丝杠、减速器、关节模组公司有望持续受益。 （2）轻量化材料端"以塑代钢"趋势确定情形下，包括上游材料端和中游高精度嵌件注塑企业有望持续 受益。这其中具备嵌件设计、模具精度与工艺控制的成熟注塑公司和具备强大技术实力的原材料（包括 peek在内的工程塑料等）企业将首当其冲。（3）区别于传统加工方式，人形机器人及减速器、灵巧手 等核心零件从材料端到设计端存在较大变化，新型的加工方式会带来更多样化的需求，如3D打印、粉 末冶金（MIM）等技术正在极大程度上改变生产制造流程。 太平洋证券指出，受益于机器人及低空经济产业链，关注度持续提升。今年以来，机器人的关注度持续 提升，产业链的相关材料也日益受到重视，需求或增加，如 ...

Core Viewpoint - The company plans to establish a vertically integrated platform covering the entire industry chain of PEEK from polymerization to composites and products, with a total investment of 960 million yuan [1] Group 1: Project Overview - The project includes the construction of two PEEK polymer production lines, one styrene engineering materials pilot platform, and 36 modified and composite material production lines [1] - The total investment for the project is 960 million yuan, with a focus on enhancing domestic production rates in high-growth application scenarios [1] Group 2: Strategic Collaboration - The company will collaborate with leading academic teams to develop PEEK polymer products, integrating its own continuous fiber reinforcement technology [1] - This collaboration aims to create an integrated PEEK materials industry structure, focusing on "core resin - key intermediates - end components" [1] Group 3: Market Positioning - The annual production capacity of the PEEK materials project is set at 1,000 tons, which is a key initiative for the company's PEEK material industrialization [1] - The investment in the styrene engineering materials pilot platform and the 300,000 tons/year modified composite materials project will enhance business synergies in the green petrochemical new materials and polymer modification sectors [1]

【导读】上纬新材股价开盘大幅走低，一度跌超16% 中国基金报记者 李智 板块上来看，PEEK材料概念股持续活跃，航天军工、煤炭、工程机械等板块涨幅居前；而餐 饮旅游、文化传媒、发电设备等板块跌幅居前。 | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | PEEK材料 | 中船系 | 液冷服务器 | 航母 | 航天军工 | 重型机械 | 摩托车 | 煤炭 | | 5.30% | 4.03% | 2.93% | 2.89% | 2.36% | 1.98% | 1.77% | 1.13% | | 十大军工集团 | 培育钻石 | 军工信息化 | 工业母机 | 工程机械 | 工业机械 | 化纤行业 | 芸金属 | | 2.56% | 2.45% | 2.06% | 1.93% | 1.11% | 0.98% | 0.90% | 0.88% | | 超硬材料 | 中超起用 | 雅江水电站 | 宠物经济 | 能源设备 | 电子元器件 | 零售 | 多元金融 | | 1.93% | 1.87% ...

中化新网讯 近日，浙江省化工研究院有限公司聚合物研究所党支部与四川大学高分子研究所先进高分 子材料成型加工中心党支部签署支部共建协议。 根据协议，双方将聚焦4条路径：一是联学共建常态化。双方党支部将每年定期组织开展联学共建活 动，常态化分享各党支部的工作经验，共同提升党支部标准化、规范化建设水平。二是项目攻关协同 化。双方党支部将充分发挥政治引领与组织优势，由党员技术骨干带头组建联合研发小组，瞄准特种氟 树脂加工技术瓶颈、高性能含氟膜材料开发等关键领域，集中力量开展重大技术难题的协同攻关。三是 人才培养贯通化。双方党支部将推选优秀科研技术人员担任学校产业导师或企业特聘专家，采用"双导 师制"共同培养工程硕博士生及技术研发人员，为行业输送复合型创新人才。四是资源共享平台化。双 方党支部共同构建以含氟高分子材料为特色的产学研合作创新平台，推动各方研发资源开放共享，加速 知识流动与创新要素高效配置。 浙化院聚合物研究所党支部书记、所长朱伟伟表示，此次共建是红色引擎驱动科技创新的重要探索，也 是双方党支部创新党建工作新模式、拓展党建内涵的一次生动实践。 四川大学高分子研究所先进高分子材料成型加工中心党支部书记陈蓉表示 ...

Group 1 - The stock of Shangwei New Materials (688585) experienced a significant drop of approximately 15%, returning below 100 yuan after a previous surge of over 13 times in the past 17 trading days [2] - The Shanghai Stock Exchange issued a notice regarding the abnormal fluctuations in the stock price of Shangwei New Materials, highlighting that the company has repeatedly issued risk warning announcements [2] - The stock price increased by 1320.05% from July 9 to August 5, 2025, with multiple instances of abnormal trading behavior leading to regulatory measures against certain investors [2] Group 2 - The company's main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [3] - There have been no significant changes in the company's production operations or market environment, and no major adjustments in industry policies or production costs [3] - The planned transfer of control over the company is still pending compliance confirmation from the Shanghai Stock Exchange, and there is uncertainty regarding the approval process and timeline [3]

公司还特别指出，公司股票价格脱离当前基本面的风险。目前，公司基本面未发生重大变化，但近期公 司股票交易价格已严重脱离公司目前的基本面情况，投资者参与交易可能面临较大的市场风险。 停牌核查结果：基本面未变但控制权变更仍存不确定性 经历停牌核查后，"出关"后的10倍大牛股上纬新材今日股价走势依旧凌厉，百元整数关口被冲破。临近 收盘，更是再度上演强势拉升，最终以20CM涨停收盘，延续着此前的狂飙势头。 "10倍股"晋身"15倍股"仅用3天 截至收盘，上纬新材报110.48元/股，总市值攀升至445.6亿元。这一表现不仅使其年内涨幅达到 1566.62%，更让这只"20CM涨停王"的10倍神话再添新篇章。 数据显示，上纬新材在7月28日已达成10倍股成就，当日收盘时累计涨幅达1095.81%。而从今年的"10 倍股"进阶为"15倍股"，上纬新材仅用了短短3个交易日，其股价飙升速度之快令人咋舌。 股价严重异常波动，上纬新材此前停牌核查 作为今年A股首只10倍股。回溯行情，7月9日至7月30日期间，上纬新材的股价犹如火箭般蹿升，累计 涨幅超10倍，期间股票交易多次出现异常波动及严重异常波动情况。面对股价的剧烈波动，上纬新 ...

Core Viewpoint - Zhejiang Jiahua Energy Chemical Co., Ltd. reported a revenue increase of 8.31% year-on-year for the first half of 2025, reaching approximately 5.01 billion yuan, with net profit attributable to shareholders rising by 9.64% to about 580.59 million yuan, indicating stable growth despite macroeconomic pressures [2][5][10]. Company Overview and Financial Indicators - The company operates primarily in the production and sale of fatty alcohols, polyvinyl chloride (PVC), steam, chlor-alkali products, sulfonated pharmaceuticals, and sulfuric acid [3][4]. - Key financial metrics for the first half of 2025 include: - Revenue: 5,006,307,063.64 yuan, up 8.31% from the previous year - Total profit: 658,425,693.67 yuan, up 10.88% - Net profit attributable to shareholders: 580,592,815.78 yuan, up 9.64% - Basic earnings per share: 0.4301 yuan, up 12.50% [2][5][10]. Business Operations and Market Position - The company is a core enterprise in the China Chemical New Materials (Jiaxing) Park, utilizing a circular economy model that integrates upstream and downstream industries [3][11]. - The company has established a comprehensive supply chain, with products primarily sold in the Yangtze River Delta region and exported to markets in the Middle East, Africa, and India [3][4]. - The company’s steam business revenue decreased by 1.61% to 849 million yuan due to falling coal prices, while fatty alcohol sales surged by 60.21% to 2.32 billion yuan [5][10]. Strategic Initiatives and Innovations - The company is advancing key projects such as the second phase of fatty alcohol and PVC production, expected to enter trial production in the second half of 2025 [6][8]. - A focus on research and development has led to the acquisition of 13 new patents, bringing the total to 133, enhancing the company's technological edge in the industry [7][13]. - The company is actively pursuing clean energy initiatives, including solar power and hydrogen energy applications, aligning with national policies for sustainable development [8][15]. Financial Management and Shareholder Returns - The company has implemented a cash dividend plan, distributing 2 yuan per 10 shares to shareholders, totaling approximately 269.38 million yuan [9][10]. - A share repurchase plan was executed, with 25.85 million shares repurchased, representing 1.86% of the total share capital, aimed at enhancing shareholder value and stabilizing stock prices [9][10].

Key Points - The company announced a repurchase price of 100.22 RMB per bond, including accrued interest [1][5] - The repurchase period is set from August 12, 2025, to August 18, 2025 [1][5] - The payment date for repurchase funds is August 21, 2025 [1][5] - The repurchase is not mandatory for bondholders [1][5] - The company issued 6.94 million convertible bonds on June 23, 2022 [1][3] - A bondholder meeting will be held on August 1, 2025, to discuss the termination of a specific fundraising project and the reallocation of remaining funds to a new project [1][3] - The new project involves the construction of a 2 million square meter PDLC light control film production line [1][3] Repurchase Terms - The repurchase clause is activated due to significant changes in the use of raised funds compared to the commitments in the prospectus [2][3] - Bondholders can sell back all or part of their convertible bonds at face value plus accrued interest [3][4] - The accrued interest calculation is based on a 1.60% annual interest rate for 50 days [4][5] Repurchase Process - Bondholders must submit their repurchase requests through the Shanghai Stock Exchange trading system during the specified period [5][6] - The repurchase price includes accrued interest, totaling 100.22 RMB per bond [5][6] - The bonds will continue to trade during the repurchase period, but conversion to shares will be halted [5][6]