9月12日，中欣氟材盘中下跌2.07%，截至11:01，报28.90元/股，成交7.66亿元，换手率9.01%，总市值 94.06亿元。 资金流向方面，主力资金净流出6509.21万元，特大单买入2430.85万元，占比3.17%，卖出3338.97万 元，占比4.36%；大单买入1.10亿元，占比14.32%，卖出1.66亿元，占比21.63%。 中欣氟材今年以来股价涨126.13%，近5个交易日涨10.77%，近20日跌7.43%，近60日涨71.62%。 今年以来中欣氟材已经16次登上龙虎榜，最近一次登上龙虎榜为9月2日，当日龙虎榜净买入2968.27万 元；买入总计1.94亿元 ，占总成交额比10.48%；卖出总计1.64亿元 ，占总成交额比8.88%。 资料显示，浙江中欣氟材股份有限公司位于浙江省杭州湾上虞经济技术开发区经十三路5号，成立日期 2000年8月29日，上市日期2017年12月5日，公司主营业务涉及氟精细化学品的研发、生产、销售。主营 业务收入构成为：基础氟化工产品33.77%，农药化工产品31.00%，医药化工产品12.06%，新材料和电 子化学品11.60%，制冷剂10.10%，贸易 ...

化工板块今日（9月12日）又陷回调，反映化工板块整体走势的化工ETF（516020）开盘后迅速下探， 盘中场内价格一度跌超1%，截至发稿，跌0.8%。 成份股方面，锂电、氟化工、氮肥等板块部分个股跌幅居前。截至发稿，恩捷股份大跌超4%，多氟多 跌超3%，鲁西化工、新宙邦、联泓新科等多股跌超2%，拖累板块走势。 值得注意的是，尽管今日出现回调，但"反内卷"行情以来，化工板块表现仍显著优于大盘。数据显示， 截至昨日（9月11日）收盘，自7月初以来，化工ETF（516020）标的指数细分化工指数累计涨幅已达到 23.55%，显著优于同期上证指数（12.51%）、沪深300指数（15.55%）等A股主要指数。 中国银河证券表示，供给端，近几年化工行业资本开支及在建产能增速趋于放缓，但预计存量产能及在 建产能仍需时间消化。需求端，下半年随政策刺激效果逐渐显现、终端产业回暖动能逐步转强，内需潜 力有望充分释放。看好下半年化工品的结构性机会及行业估值修复空间。 如何把握化工板块反弹机遇？借道化工ETF（516020）布局效率或更高。公开资料显示，化工ETF （516020）跟踪中证细分化工产业主题指数，全面覆盖化工各个细分 ...

（文章来源：每日经济新闻） 每经AI快讯，9月12日，氟化工概念股走低，东阳光跌超4%，鲁西化工、巨化股份、多氟多等跟跌。 ...

氟化工概念股走低，东阳光跌超5%，鲁西化工、巨化股份、多氟多等跟跌。 ...

Core Viewpoint - The article discusses the strategic transformation of Dongyangguang from a traditional manufacturing giant to a player in the digital economy and artificial intelligence, highlighted by its acquisition of Qinhuai Data for 28 billion yuan, marking a record in China's data center industry mergers and acquisitions [2][4]. Group 1: Strategic Transformation - Dongyangguang's main business includes electronic components, high-end aluminum foil, chemical new materials, energy materials, liquid cooling technology, and embodied intelligence, making it a leader in fluorochemical and refrigerant sectors in China [5]. - The company has established partnerships with major players like Blue Moon, Xinzhoubang, and Gree, focusing on chemical new materials and environmentally friendly refrigerants [6]. - In 2024, Dongyangguang reported revenue of 12.199 billion yuan, a year-on-year increase of 12.40%, with a net profit growth of 170.57% in the first half of 2025, indicating sustained business growth [7]. Group 2: Liquid Cooling Technology - The acquisition of Qinhuai Data is driven by the need for liquid cooling technology, which is essential for managing the increasing power consumption and heat density of AI chips, such as NVIDIA's GB200 super chip [9][10]. - Dongyangguang's expertise in fluorinated cooling liquids and cold plate components positions it to provide a comprehensive solution from materials to systems in the liquid cooling ecosystem [9][13]. - The application of liquid cooling technology can significantly reduce the Power Usage Effectiveness (PUE) of data centers, making it a necessity under current environmental regulations [13]. Group 3: Market Background - The Chinese liquid cooling server market reached 1.26 billion USD in the first half of 2024, with a year-on-year growth of 98.3%, and is expected to exceed 16 billion USD by 2029, with a compound annual growth rate of 46.8% [14]. - The merger not only positions Dongyangguang as a focal point in the data center industry but also sets a new paradigm in the liquid cooling sector, showcasing a potential pathway for material companies to transition into the digital economy [14].

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①人形机器人+液冷服务器+氟化工+光芯片！这家公司与智元机器人等成立具身智能机器人子公司，智算 中心液冷散热领域与中际旭创战略合作；②固态电池+机器人+低空经济+氢能+第三代半导体！这家公司 已完成固态电池用焦基多孔碳产品迭代升级；③光伏+华为+算力！公司签订储能销售合同。 前言 ...

[Table_Reportdate] 2025年09月10日 [table_invest] 超配 行 业 周 报 [证券分析师 Table_Authors] 张晶磊 S0630524090001 zjlei@longone.com.cn 证券分析师 谢建斌 S0630522020001 xjb@longone.com.cn [Table_NewTitle] 2025H1农药行业持续去库，行业景气有 望修复 ——基础化工行业周报（2025/9/1-2025/9/7） [table_main] 投资要点： ➢ 投资建议： 基 础 [table_stockTrend] -15% -2% 12% 25% 38% 51% 64% 24-09 24-12 25-03 25-06 申万行业指数:基础化工(0722) 沪深300 [相关研究 table_product] 1.2025H1化工整体业绩同比修复， 关注"反内卷"带来的供给弹性及科 技新趋势下的国产化需求——基础 化 工 行 业 周 报 （ 2025/8/25- 2025/8/31） 2.广信股份（603599）：半年报业绩 短期承压，农药行业景气有望改善— —公 ...

行业研究框架培训 - 氟化工框架及近况更新 20250908 摘要 制冷剂行业受配额限制、技术专利保护和资源约束等多重因素影响，形 成持续价格上涨动力，且行业已具备协同控价能力，可实现产品溢价， 业绩逐步兑现，强化了价格上涨逻辑。 制冷剂市场受供给端（配额及产品应用要求）、应用端（不同场景的制 冷剂规定）、需求端（汽车、家电政策影响）和贸易端（出口管制及国 际应用要求）等多方面政策影响。 中国制冷剂行业在二代至三代升级迅速，并逐步进入三代向四代升级阶 段。行业格局已基本稳定，各企业协同定价，实现利润最大化，二代引 擎主要留存于售后市场，价格微幅缓慢上行。 中国是氟化工产品主要供给国，二代、三代引擎已完全自供，四代引擎 供应能力也将迅速提升。中国在全球制冷剂供给中占据约 70%的份额， 配额约束显著影响供给端。 第三代制冷剂将长期使用，因第四代成本高且受专利限制。第三代制冷 剂下游议价能力增强，终端需求稳步提升，上游供应集中度提高，行业 协同性增强，头部企业价格策略有效。 Q&A 制冷剂行业的价格上涨趋势是如何形成的？ 制冷剂行业的价格上涨趋势主要由供给端的强约束推动。首先，制冷剂行业具 有较强的供给端约束，这 ...

Group 1: Potassium Carbonate and Bicarbonate Industry - Potassium carbonate is a key raw material in various industries including chemicals, pharmaceuticals, pesticides, light industry, and food [1] - The company is a leading player in the potassium carbonate and bicarbonate industry, recognized as a national high-tech enterprise and a "little giant" enterprise [1] - The production of potassium bicarbonate is increasingly utilized in food as an acidity regulator and chemical leavening agent, with growing consumption driven by health awareness [1] Group 2: Amprolium Hydrochloride Application - Amprolium hydrochloride is primarily used in poultry, cattle, and sheep, with increasing demand due to rising per capita consumption of poultry meat and the solidification of large-scale farming practices [2] - The company's clean production project for amprolium hydrochloride has been recognized as a "National Torch Program Industrialization Demonstration Project" [2] - The production process incorporates resin adsorption and distillation to address wastewater treatment challenges, showcasing significant environmental advantages [2] Group 3: Fluorochemical Industry Potential - The fluorochemical sector, including fluorinated intermediates, pharmaceuticals, pesticides, dyes, and surfactants, has substantial development potential [3] - The company has over 30 years of experience in fluorochemical production, being a major supplier of 2-chloro-6-fluoro series products in both domestic and international markets [3] - The company possesses pilot technology for PEEK intermediates, which have excellent comprehensive performance [3]

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a price increase of 2.34% as of the latest report, following a brief period of fluctuation [1][3] - Key stocks in the sector, including Tianqi Lithium and Huaneng Chemical, have seen significant gains, with Tianqi reaching the daily limit and others like Enjie and Huafeng Chemical rising over 6% [1][3] - The chemical ETF has attracted substantial investment, with a total inflow of 4.42 billion yuan over the last five trading days and over 9.8 billion yuan in the last ten days [3] Group 2 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have jointly released a plan aimed at stabilizing growth in the electronic information manufacturing industry, which includes measures to reduce competition in the lithium battery sector [3][4] - The policy shift from "encouragement" to "guidance" indicates potential for mandatory capacity replacement and stricter environmental regulations, suggesting a transition from price competition to policy-driven supply adjustments [3][4] - The valuation of the chemical ETF is currently at a relatively low level, with a price-to-book ratio of 2.23, indicating a favorable long-term investment opportunity [3] Group 3 - Domestic policies frequently emphasize supply-side requirements to combat "involution," while international factors such as rising raw material costs and capacity exits in Europe and the U.S. add uncertainty to chemical supply [4][5] - The "anti-involution" policy is seen as a significant guiding principle for the manufacturing sector, aiming to eliminate unfair competition and improve the overall market environment [5] - The chemical ETF (516020) provides a diversified investment approach, with nearly 50% of its holdings in large-cap stocks and the remainder in leading companies across various chemical sub-sectors [5]