4月14日，联泓新科今日收盘14.17元，上涨3.05%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到80.72倍，总市值189.25亿元。 从行业市盈率排名来看，公司所处的化学制品行业市盈率平均50.85倍，行业中值36.13倍，联泓新科排 名第142位。 最新一期业绩显示，2024年年报，公司实现营业收入62.68亿元，同比-7.52%；净利润2.34亿元，同 比-47.45%，销售毛利率16.50%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)142联泓新科80.7280.722.61189.25亿行业平均 50.8555.792.8975.92亿行业中值36.1336.112.1738.20亿1宏柏新材-5337.7253.461.7934.73亿2北化股 份-2013.8198.111.9454.46亿3安诺其-1328.04-1328.042.4863.03亿4锦鸡股份-702.63205.591.9232.58亿5渝 三峡A-591.60-62.151.7321.64亿6富淼科技-350.35-350.351.2216.31亿7凯美特气-158.95-270.693. ...

Investment Rating - The report maintains a "Buy" investment rating for the company [9] Core Views - The company is transitioning from a single coating material provider to an integrated solution provider, covering upstream base films, adhesives, and downstream coating processes, which enhances its overall business performance [5] - The traditional business segments, including inkjet printing materials, labels, and base films, continue to provide stable cash flow, with revenue growth rates of 7.79%, 28.07%, and 111.33% respectively [5] - The new business segment of electronic-grade functional materials is also growing steadily, with a revenue increase of 61.91% year-on-year [5] - The company has made significant progress in the production of flexible sensors, with successful installation and commissioning of pilot production lines, indicating accelerated industrialization [6] - The company is a leader in the domestic BOPP segment, with a high level of technology maturity and market recognition, and is actively promoting domestic substitution in various fields [7][8] - The company's profit forecast for 2025-2027 indicates a net profit of 1.23 billion, 1.56 billion, and 2.19 billion yuan respectively, with corresponding PE ratios of 59.0, 46.6, and 33.3 times [9] Summary by Sections Market Performance - The company achieved total operating revenue of 2.541 billion yuan in 2024, a year-on-year increase of 19.23%, and a net profit of 139 million yuan, up 98.42% year-on-year [4] Investment Highlights - The company is enhancing its integrated industrial layout, with traditional and emerging businesses growing in tandem [5] - The flexible sensor production is progressing well, with pilot production lines operational and small batch orders completed [6] - The company is focusing on R&D, with new standards and patents being developed to address industry challenges [6] Profit Forecast - The company is expected to see a decline in net profit in 2025, followed by growth in subsequent years, indicating a potential recovery trajectory [11]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Xin Kai Yuan, a company in the chemical products and precision medical industry, with a current stock price of 14.92 yuan and a market capitalization of 7.232 billion yuan [1][2] - Xin Kai Yuan's rolling price-to-earnings (PE) ratio stands at 18.11, significantly lower than the industry average PE of 50.88 and the median PE of 35.81, indicating a relatively undervalued position within its sector [1][2] - As of March 31, 2025, Xin Kai Yuan has 22,700 shareholders, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder, reflecting a decrease of 1,100 shareholders since the last report [1] Group 2 - The latest financial results for Xin Kai Yuan show a revenue of 1.111 billion yuan for the third quarter of 2024, representing a year-on-year decline of 7.92%, while net profit decreased by 23.13% to 311 million yuan, with a gross profit margin of 52.10% [1] - The company's main business segments include fine chemicals and precision medicine, with key products such as PVPK30, PVP-I, and various diagnostic services, indicating a diverse product portfolio [1]

4月11日下午，高盟新材（300200.SZ）2024年度业绩网上说明会成功在全景网举办。 交流会中，问及"3+1"产品发展战略具体内容以及未来规划，高盟新材董事长王子平介绍，为了更好应 对国内外宏观环境变化和产业格局调整，在市场洞察的基础上，公司整合确立了新的"3+1"发展战略， 即：领先发展复合粘接材料、提升发展交通功能材料、加快发展电气功能材料、突破发展光学显示材 料。 复合粘接材料产品种类包括功能型复合胶、无溶剂型复合胶、水性聚氨酯胶粘剂以及反应型热熔胶PUR 等多个系列产品，市场应用从软包装领域扩展到多个复合胶粘领域，此外还生产低碳涂层材料，主要产 品为粉末涂料树脂。交通功能材料主营业务涵盖NVH隔音减振降噪材料、车用胶粘剂、动力电池胶粘 剂、动力电池辅材、胶带等产品。电气功能材料主营业务分为电力设备用灌封树脂、光伏设备用胶粘 剂、电工电气和电子电器绝缘树脂和胶粘剂等。光学显示材料主要研发产品为偏光片及偏光片保护膜用 压敏胶和固定用OCA胶。 王子平表示，2025年，公司将聚焦"3+1"产品发展战略。其中，在复合粘接材料方面，其作为公司的优 势业务，不断致力于市场份额和竞争力的提升，持续巩固国内市场 ...

Core Viewpoint - 康普化学's 2024 annual report indicates a temporary fluctuation in operating performance due to decreased demand from key downstream customers and intensified market competition, with total revenue of 330 million yuan and a net profit attributable to shareholders of 80.3 million yuan [5][6]. Group 1: Company Overview - 康普化学 successfully held its 2024 annual report online performance briefing on April 10, featuring various interactive formats to engage with investors [1][3]. - The company presented its 2024 operational results through a comprehensive overview, including company profile, operational status, financial data, market capitalization management, and future outlook [3]. Group 2: Financial Performance - In 2024, 康普化学 achieved an operating revenue of 330 million yuan and a net profit of 80.3 million yuan, reflecting a temporary performance fluctuation [5]. Group 3: R&D and Market Expansion - 康普化学 increased its R&D investment and market expansion efforts in 2024, resulting in the acquisition of 5 invention patents, bringing the total to 57 authorized patents, including 34 invention patents [5]. - The company actively participated in industry exhibitions to gather market information and enhance communication with customers, thereby accumulating substantial business resources [5]. Group 4: Environmental and Metal Recycling Initiatives - 康普化学 has established a hundred-ton level green comprehensive utilization facility for new energy metals, currently undergoing trial production for validation [6]. - The company formed 重庆鑫丰泰环保科技有限公司 to develop related environmental protection businesses [6]. - 康普化学 plans to leverage its technology in acid mist suppressants, primarily used for copper electrolysis, to expand applications in other metal electroplating processes [6]. Group 5: Strategic Focus - The company aims to deepen its focus on metal extractants and other specialty chemicals, continuously increasing market share and brand influence while seeking new growth points to adapt to the changing market environment [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 问题一：万盛后续会推出股权激励计划吗？ 回答：您好，公司于2023年11月30日召开第五届董事会第十一次会议，审议通过了《关于以集中竞价交 易方式回购股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购公司股份用于实施股权 激励或员工持股计划，上述回购方案已实施完成，回购股份为16,913,437股。未来公司将考虑在适当的 时候推出股权激励方案，届时请关注公司的相关公告。谢谢。 问题二：如何保持磷系阻燃剂龙头地位？ 回答：您好，磷系阻燃剂一直是公司的核心业务，这些年来，我们大力引进科研人才，加强校企合作， 不断增加产品品类，提高产品的工艺和性能。此外，我们也在不断拓宽应用领域，向新兴市场突破，在 以聚氨酯、PC或PC+ABS合金的应用基础上，不断向聚氨酯弹性体TPU、覆铜板、高温尼龙等领域延 伸，开发了一系列新应用领域的特种阻燃剂；并以磷系阻燃剂为核心，不断完善及扩大抗滴落剂、增韧 剂、润滑油添加剂、磷系萃取剂等其他聚合物功能性助剂的品类和市场规模。同时，基于工程塑料全球 客户基础，开发基于客户同心圆的多种功能添加剂，形成针对聚合物应用的添加剂产品矩阵 ...

截至2024年三季报，共有44家机构持仓卓越新能，其中基金44家，合计持股数187.97万股，持股市值 0.63亿元。 4月10日，卓越新能今日收盘40.77元，上涨4.22%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到31.05倍，总市值48.92亿元。 从行业市盈率排名来看，公司所处的化学制品行业市盈率平均47.84倍，行业中值35.68倍，卓越新能排 名第93位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)93卓越新能31.0531.051.7948.92亿行业平均 47.8453.402.7974.59亿行业中值35.6835.682.1237.28亿1宏柏新材-5220.6252.291.7533.97亿2北化股 份-1950.8895.041.8852.76亿3锦鸡股份-682.41199.671.8631.65亿4渝三峡A-573.82-60.281.6820.99亿5富淼 科技-336.96-336.961.1715.68亿6石大胜华-169.66364.211.7568.20亿7凯美特气-159.91-272.323.4769.74亿8 信德新材-126.267 ...

最新一期业绩显示，2024年年报，公司实现营业收入30.56亿元，同比-0.69%；净利润6098.86万元，同 比101.07%，销售毛利率23.79%。 4月10日，德美化工今日收盘5.55元，上涨2.21%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到43.87倍，总市值26.76亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)117德美化工43.8743.871.0926.76亿行业平均 47.8453.402.7974.59亿行业中值35.6835.682.1237.28亿1宏柏新材-5220.6252.291.7533.97亿2北化股 份-1950.8895.041.8852.76亿3锦鸡股份-682.41199.671.8631.65亿4渝三峡A-573.82-60.281.6820.99亿5富淼 科技-336.96-336.961.1715.68亿6石大胜华-169.66364.211.7568.20亿7凯美特气-159.91-272.323.4769.74亿8 信德新材-126.2677.611.1932.05亿9ST联创-118.31320.312.1340. ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)112大庆华科40.97360.603.3420.47亿行业平均 47.8453.402.7974.59亿行业中值35.6835.682.1237.28亿1宏柏新材-5220.6252.291.7533.97亿2北化股 份-1950.8895.041.8852.76亿3锦鸡股份-682.41199.671.8631.65亿4渝三峡A-573.82-60.281.6820.99亿5富淼 科技-336.96-336.961.1715.68亿6石大胜华-169.66364.211.7568.20亿7凯美特气-159.91-272.323.4769.74亿8 信德新材-126.2677.611.1932.05亿9ST联创-118.31320.312.1340.73亿10圣达生物-99.45-52.792.2828.54亿11 乐通股份-88.84531.5332.4719.31亿 来源：金融界 大庆华科股份有限公司主营业务是石油化工产品的生产和销售，进出口业务及仓储保管服务等其它业 务。主要产品是C9系列石油树脂、C5系列石油树脂、精制乙腈、聚丙烯粉料、改性聚烯烃 ...

Core Viewpoint - The company Huahua Co., Ltd. (stock code: 003002) expects a significant increase in net profit for the first quarter of 2025, driven by market recovery and increased orders [1] Financial Performance - The projected net profit attributable to shareholders for the period from January 1, 2025, to March 31, 2025, is estimated to be between 20 million yuan and 24 million yuan, representing a year-on-year growth of 45.55% to 74.66% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 19 million yuan and 23 million yuan, showing a substantial year-on-year increase of 335.62% to 427.33% [1] - The basic earnings per share are projected to be between 0.1 yuan and 0.12 yuan [1] Market Dynamics - The growth in performance is primarily attributed to the gradual recovery of the market in Shanxi Province, along with significant increases in export and out-of-province markets [1] - There has been a notable increase in business orders, particularly with the sales volume of detonators increasing by 464% year-on-year [1]