这种缓慢的吸筹，阶梯式推进，典型的传统机构运作方式，已经稳健地进入二阶段。其实稳稳地拿住这种票，拉长时间后，收益不 会比跳来跳去跟热点差的。况且，眼下监管明显是鼓励这类模式，抑制恶炒。 今天的盘面大多数股票是不行的，但电网、半导体设备+材料、化工继续顺着自己的方向走强。 前面两个前几天一直在叨叨，今天就不罗嗦了，简单聊一下化工。 其实去年说过，每一轮牛市，顺周期的各种矿和化工都会有漂亮的行情，有色已经比较高了，现在化工也进入加速阶段。 选化工和选有色差不多，瞄准各分支的行业龙头，一般准没错，看看下面这个清单，基本可以网罗，今天全部红色： | 600346 恒力石化 | | 39.56 | 470.89亿 石油-石油化工 | 炼化产品 | 0.91 | | | --- | --- | --- | --- | --- | --- | --- | | 002493 荣盛石化 | 15 | 28.72 | 327.76亿 化工-化纤 | 炼油产品化工产品 | 1.30 | 3.52 | | 000301 乐力器 | 15 | 11.62 | 249.54亿 化工-化纤 | 炼油产品,其他石化 | 0.47 | 1.0 ...

Core Viewpoint - Silicon Treasure Technology's subsidiary, Chengdu Tuoli Technology Co., Ltd., is recognized as a national-level specialized and innovative "little giant" enterprise, focusing on the development and supply of high-performance functional polymer new materials and providing comprehensive technical solutions to customers [1] Company Summary - Chengdu Tuoli Technology is committed to becoming a supplier of high-performance functional polymer new materials and offers a full range of technical solutions [1] - The products of Tuoli Technology are widely used in various sectors, including electronics, automotive manufacturing, 5G communications, displays, ultra-high voltage power transmission, airport EMAS, and national defense [1] - The rapid development of related industries is expected to bring broad market prospects and opportunities for growth [1] - The company plans to closely monitor market dynamics and actively seize development opportunities while continuously enhancing its core competitiveness [1]

证券日报网讯1月20日，濮阳惠成（300481）在互动平台回答投资者提问时表示，公司产品广泛应用于 电子元器件封装材料、电气设备绝缘材料、风电领域、复合材料、涂料等多个领域。关于"十五五"期间 国家电网投资预计达4万亿元，这对公司来说是机遇也是挑战。 ...

（编辑 袁冠琳） 证券日报网讯 1月20日，富祥药业在互动平台回答投资者提问时表示，公司锂电池电解液添加剂产品的 生产计划依据市场订单需求、库存情况以及年度生产规划进行动态制定与管理。春节期间，公司将统筹 安排，确保订单交付与生产系统的稳定运行。 ...

南财智讯1月20日电，ST宏达发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏损 1600万元至2400万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损300万 元至600万元，同比预减亏69.12%—84.56%，归属于上市公司股东的净利润同比减亏。变动原因：公司 本报告期业绩变动主要原因有：1.报告期内，受益于公司经营改善及下半年行业产品均价上涨，公司实 现净利润同比减亏；2.报告期内，公司按照《企业会计准则》规定对投资者诉讼案件计提金额较上年同 期减少。截至披露日，公司累计收到相关案件材料共计235件，涉案金额30,070,887.35元，已全额计 提。其中，193件案件尚未赔付，涉案金额25,754,313.10元；3.公司于2025年4月24日披露《关于控股股 东豁免债务的公告》（公告编号：2025-023），预计相关豁免金额将记入2025年度资本公积，最终数据 以审计报告为准。 ...

证券日报网讯 1月20日，新宙邦在互动平台回答投资者提问时表示，公司始终将诚信、透明、负责作为 企业文化与对外沟通的基石，并持续通过法定信息披露渠道、定期报告、业绩说明会、投资者热线等多 种方式，积极传递公司真实经营情况与发展战略。公司严格遵守法律法规及监管要求，认真履行信息披 露、投资者关系管理等职责。未来，公司将继续提升沟通效率与效果，认真听取各方建议，不断优化工 作方式，切实维护投资者合法权益。 （文章来源：证券日报） ...

Core Viewpoint - Wankai New Materials (301216) has reported a turnaround in its financial performance, projecting a net profit attributable to shareholders of approximately 156-203 million yuan for the fiscal year 2025, compared to a loss in the previous year, indicating a significant value reconstruction behind this performance [3][4]. Group 1: Business Model and Market Position - Wankai operates as a PET material supplier, playing a crucial yet low-profile role in everyday consumer products such as beverage containers and packaging materials [3][4]. - The company has established a stable supply relationship with leading beverage and tea brands through its core product, food-grade PET, which has resulted in predictable cash flow and stable orders [7]. - Despite operational efficiency, Wankai's valuation has been constrained due to the cyclical nature of PET pricing, which is influenced by crude oil and energy costs, limiting its perceived growth potential [8][9]. Group 2: Strategic Adjustments and Future Directions - Wankai is undergoing systematic adjustments to its business structure, aiming to enhance its profit sources beyond the cyclical nature of its traditional operations [11][12]. - The company is expanding upstream by launching a MEG project in Sichuan, creating a complete industrial chain from natural gas to polyester, and is also diversifying its market presence internationally to mitigate regional risks [12][14]. - The core business remains focused on PET, but the strategic adjustments aim to smooth out cyclical fluctuations and improve operational resilience [14]. Group 3: New Business Paths - Wankai is exploring three new business paths starting in 2025, which include transitioning from petrochemical cycles to natural gas chemical tracks, thereby leveraging low-cost natural gas as a core resource [16][17]. - The company is also venturing into recycled circular materials through collaboration with Carbios, which allows for the recycling of PET back to its original molecular state, thus changing the pricing logic away from oil dependency [24][26]. - Additionally, Wankai is targeting high-demand application scenarios, such as materials for robotics and 3D printing, which are less influenced by crude oil prices and more dependent on technological advancements [28][30]. Group 4: Market Perception and Valuation - The capital market's perception of Wankai has shifted significantly since early 2025, reflecting a growing understanding of its business structure and development paths [33]. - Future valuation will depend on the successful monetization of new business models rather than merely the transition itself, indicating a migration in pricing strategies [34][35].

（文章来源：证券日报） 证券日报网讯 1月20日，新和成在互动平台回答投资者提问时表示，公司的新材料产品下游应用领域广 泛，包括汽车交通、电子电器、半导体、环保除尘、5G通讯等领域。公司下游改性客户跟机器人行业 客户有合作。 ...

证券之星消息，1月20日化学制品板块较上一交易日上涨1.37%，美邦科技领涨。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600309 万华化学 | | 3.20 Z | 5.39% | -6893.70万 | -1.16% | -2.51 Z | -4.23% | | 002165 红宝丽 | | 3.15 Z | 43.45% | -1.50亿 | -20.70% | -1.65 Z | -22.75% | | 002549 凯美特气 | | 2.41 乙 | 9.01% | -8170.70万 | -3.05% | -1.59 Z | -5.96% | | 605366 宏柏新材 | | 1.12 Z | 35.34% | -4842.65万 | -15.24% | -6385. ...

世名科技公告称，近日控股股东江苏锋晖将所持部分公司股份办理质押及解除质押业务。2026年1月19 日质押1150万股，占其所持股份21.01%，占总股本3.57%，质权人为兴业银行苏州分行，用于银行融资 增信；1月15日解除质押2737.29万股，占其所持股份50%，占总股本8.49%。截至公告披露日，江苏锋 晖累计质押股份占其所持公司股份的21.01%，占总股本3.57%，不存在平仓风险，不会对公司产生不利 影响。 ...