Group 1: IPO Performance - In the first eight months of 2025, the average first-day return for IPOs on the Beijing Stock Exchange reached 328%, significantly higher than the 229% for the entire year of 2024[24] - In August 2025, the average first-day return for five newly listed companies was 290%, a slight decrease from July, possibly due to the accelerated issuance of new stocks leading to more dispersed funds[24] - The average revenue for newly listed companies in August 2025 was 10.7 million yuan, indicating a continuous improvement in the quality of companies listed on the exchange[32] Group 2: Subscription Trends - The average subscription amount for new stocks in August 2025 reached a record high of 677.4 billion yuan, reflecting strong market enthusiasm for new listings[27] - The average subscription amount for the first eight months of 2025 was 578.7 billion yuan, a substantial increase from 369 billion yuan in 2023 and 212.9 billion yuan in 2024[27] - The average expected return for a top-tier subscription account (1.5 million yuan) in the first eight months of 2025 was 29,000 yuan, with August's expected return at 7,550 yuan[31] Group 3: Market Dynamics - A total of 12 companies completed their IPOs in the first eight months of 2025, raising 3.8 billion yuan, with five companies listed in August alone, raising 1.33 billion yuan, marking the highest monthly fundraising amount since 2024[19] - The average online subscription rate dropped to 0.0365% in August 2025, indicating increasing competition for new shares as the number of applicants rises[27] - As of August 31, 2025, there were 170 companies preparing for IPOs on the Beijing Stock Exchange, with an average review cycle of 399 days for the five companies listed in August[46]

Group 1 - The stock price of Siquan New Materials experienced a rapid rebound on August 25, 2025, with an increase of over 2% within 5 minutes [1] - As of 9:43 AM, the stock was priced at 184.93 yuan, with a trading volume of 277 million yuan and a turnover rate of 3.15% [1] - Siquan New Materials focuses on the research, development, and production of new materials, primarily functional polymer materials, which are widely used in consumer electronics and new energy sectors [1] Group 2 - The net inflow of main funds for Siquan New Materials on that day was 56.9075 million yuan, accounting for 0.63% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds reached 70.493 million yuan, representing 0.78% of the circulating market value [1]

资金流向方面，当日主力资金净流出367.19万元，近五个交易日累计净流出1574.93万元。 风险提示：股市有风险，投资需谨慎。 星华新材8月21日报收23.51元，较前一交易日下跌0.20元。盘中最高触及24.38元，最低下探至23.38元， 全天振幅达4.22%。当日成交量为42250手，成交金额1亿元，换手率为4.43%。 该公司属于化学制品行业，主营业务为功能性高分子材料的研发、生产和销售。产品主要应用于电子、 汽车、医疗等领域。 8月21日早盘，星华新材出现快速回调，在9点41分时5分钟内跌幅超过2%，当时报价23.84元，成交额 达2644.89万元。 ...

Core Viewpoint - The article emphasizes the importance of chemical new materials as a core engine of strategic emerging industries, highlighting the need for a comprehensive understanding of the complex landscape of these materials to identify key materials and disruptive forces that drive industrial transformation [2][3]. Group 1: Overview of Chemical New Materials - The article introduces a comprehensive "Periodic Table of Chemical New Materials," categorizing them into 15 core categories, aiming to cover all significant materials that are currently in large-scale production, technologically mature, rapidly growing, and have clear industrialization paths [2][3]. - It aims to provide a clear classification framework that adheres to industry consensus and the intrinsic properties of materials, offering precise sub-category divisions and concise definitions [3]. Group 2: High-Performance Polymers and Composites - High-performance polymers are defined as synthetic polymer materials that exceed general plastics in heat resistance, mechanical strength, chemical resistance, dimensional stability, or special functions, often used as matrices or reinforcements in composite materials [5]. - The article lists various types of high-performance polymers, including specialty engineering plastics, high-performance thermosetting resins, and high-performance composites, detailing specific materials within each category [6][7]. Group 3: Functional High Polymer Materials - Functional high polymer materials are defined as polymers that provide special physical, chemical, or biological functions beyond basic mechanical properties [11]. - The article categorizes these materials into several types, including membrane separation materials, conductive polymers, optical materials, biomedical polymers, and stimuli-responsive polymers, detailing specific examples for each category [10][12][13]. Group 4: Organic Silicon and Fluorine Materials - Organic silicon materials are characterized by a main chain of silicon-oxygen bonds and organic groups, offering excellent high and low-temperature resistance, electrical insulation, and hydrophobic properties [14]. - Organic fluorine materials are defined as synthetic polymers containing fluorine atoms, known for their exceptional chemical inertness and temperature resistance [15][16]. Group 5: Specialty Rubber and Polyurethane Materials - Specialty rubber is defined as synthetic rubber with special properties such as oil resistance, high-temperature resistance, and flame retardancy, outperforming general rubber [18]. - Polyurethane materials are described as polymers formed from the reaction of polyisocyanates and polyols, with diverse forms and properties, including foams, elastomers, adhesives, and coatings [20][21]. Group 6: Advanced Electronic and Information Materials - Advanced electronic materials are critical for integrated circuits, display devices, storage devices, and optoelectronic devices, with categories including semiconductor manufacturing materials and packaging materials [29][30]. - The article details specific materials used in semiconductor manufacturing, such as silicon wafers, photoresists, and electronic specialty gases [30]. Group 7: New Energy Materials - New energy materials are essential for the development and utilization of solar, wind, and energy storage technologies, with categories including lithium-ion battery materials, fuel cell materials, and solar cell materials [33][34]. - The article provides a detailed breakdown of materials used in lithium-ion batteries, including cathode and anode materials, electrolytes, and separators [34]. Group 8: Environmental and Sustainable Materials - Environmental materials focus on reducing environmental impact, resource conservation, and recyclability, with categories including bio-based materials and biodegradable materials [37][38]. - The article lists various bio-based monomers and polymers, as well as biodegradable polymers, highlighting their significance in sustainable development [38]. Group 9: Specialty Additives and Coatings - Specialty additives are defined as fine chemicals that significantly improve processing or performance with minimal addition, including modifiers, flame retardants, and lubricants [40][41]. - Specialty coatings are designed to meet specific environmental protection or functional requirements, with categories including anti-corrosion coatings, high-temperature coatings, and functional coatings [43][44].

当日主力资金净流出3652.80万元，占流通市值的0.87%。该股总市值为76.10亿元，流通市值为42.07亿 元。 风险提示：股市有风险，投资需谨慎。 截至2025年7月31日收盘，万凯新材股价报14.77元，较前一交易日下跌5.02%。当日成交量为411787 手，成交金额达6.26亿元，换手率为14.46%。 万凯新材属于化学制品行业，公司主营业务为功能性高分子材料的研发、生产和销售。产品广泛应用于 电子电器、汽车、建筑等领域。公司注册地位于浙江省。 7月31日盘中，万凯新材股价波动较大。早盘出现快速回调，9点30分时5分钟内跌幅超过2%。随后又快 速反弹，9点35分时5分钟内涨幅超过2%。 ...