今年上半年，上证指数、深证成指、创业板指均出现不同程度的上涨。在申万一级行业中， 有色金属 、 银行 、国防 军工 、传媒、通信等涨幅居前。 上半年A股市场结构性行情突出，牛股层出不穷。Choice数据显示，截至6月30日，今年以来 共有136家公司股价涨幅超过100%。其中， 联合化学 、 舒泰神 上半年股价涨幅均超过 400%。 联合化学的主营业务为偶氮类有机颜料、挤水基墨的研发、生产与销售。主要产品为黄色、 红色、橙色偶氮有机颜料及挤水基墨。颜料主要应用于油墨领域，少量也可以应用于涂料、 塑料等其他领域。 舒泰神是一家创新药公司，致力于研发、生产和销售临床需求未被满足疾病的治疗性药物， 主要包括蛋白类药物、化学药物等类别，治疗领域聚焦感染性疾病、自身免疫系统疾病及神 经系统疾病治疗药物等领域。 上半年，人工智能、人形机器人、创新药等概念板块轮番表现，这些领域中牛股频出。比如 路桥信息 ，公司从事交通行业信息化解决方案，在OneCAS数智中台、人工智能方面具有一 定的技术优势，上半年公司股价涨幅超过260%。 一品红 是一家聚焦儿童药、慢病药领域的 创新型生物医药企业，在研痛风创新药AR882已进入全球多 ...

● 本报记者 万宇 今年以来A股市场结构性行情突出，人工智能（AI）、人形机器人、创新药、有色等概念板块轮番表 现，涌现出大量牛股。部分公募基金经理提前埋伏，多只擒牛有方的基金产品上半年回报率超过60%。 牛股层出不穷 公募基金提前埋伏 查阅这些牛股的机构投资者名单，可以发现很多公募基金产品早已埋伏其中。如胜宏科技上半年股价涨 幅超过220%，公司从事高密度印制线路板的研发、生产和销售，主要产品为双面板、多层板等。截至 今年一季度末，共有78家基金公司旗下产品持有该股股份，其中不乏易方达基金、广发基金、南方基金 等头部公司，也有睿远基金傅鹏博、富国基金李元博等知名基金经理管理的产品。 一品红也受到机构的青睐，截至一季度末，15家基金公司旗下产品持有该股股份，其中大部分都在一季 度增持或新进一品红机构投资者名单。 今年上半年，上证指数、深证成指、创业板指均出现不同程度的上涨。在申万一级行业中，有色金属、 银行、国防军工、传媒、通信等涨幅居前。 上半年A股市场结构性行情突出，牛股层出不穷。Wind数据显示，截至6月30日，今年以来共有136家公 司股价涨幅超过100%。其中，联合化学、舒泰神上半年股价涨幅均超过4 ...

| 2025年上半年股价涨幅排名前十大股票 | | | | | --- | --- | --- | --- | | 排名 | 证券代码 | 证券间称 | 上半年股价涨幅(%) | | = | 301209. SZ | 联合化学 | 437. 8302 | | 2 | 300204. SZ | 計泰祖 | 403. 1039 | | 002289. SZ | | *ST字 负 | 355.0562 | | র্ণ | 873305. BI | 九菱科技 | 304. 8703 | | 5 | 600289. SH | *ST信通 | 304. 4693 | | 6 | 600610. SH | 中毅达 | 287. 2340 | | 7 | 300963. SZ | 中海特材 | 267. 6081 | | 8 | 837748. BI | 路桥信息 | 262. 2951 | | 9 | 873169. BT | 七年精工 | 244. 9396 | | 10 | 002365. SZ | 永安药V | 234. 7935 | | | | 数据来源:Wind | | 本报（chinatimes.net.cn） ...

6月30日，A股三大股指收盘飘红，2025年上半年行情随之收官。 上半年，主要股指多数录得上涨。上证指数半年涨2.76%，深证成指半年涨0.48%，创业板指半年涨 0.53%，北证50指数半年大涨39.45%。成交量方面，上半年沪深两市日均成交13608.36亿元，较2024年 日均成交额（10521.82亿元）放量近30%。 A股主要股指上半年表现，数据来源：Choice，统计截至2025/6/30，不作投资推荐 个股方面，剔除今年上市的次新股，有超过3700只个股上半年飘红，占比约七成。其中，135只个股半 年股价实现翻倍，15只个股半年涨幅超过200%。 上半年"十大牛股"出炉，联合化学（301209）以 437.83%的涨幅拔得头筹。 有色金属板块涨幅居首 以申万行业划分，有色金属指数上半年累计涨18.12%，涨幅居所有一级行业首位。细分来看，贵金属 指数大幅领跑，半年涨幅高达35.91%。金属新材料、工业金属、小金属指数涨幅均在16%左右，能源金 属指数上涨10.61%。 | 证券代码 | 证券简称 | 区间涨跌幅 | | | --- | --- | --- | --- | | | | [区间首日] ...

Core Viewpoint - The chemical industry is experiencing a structural optimization and upgrade driven by global capacity restructuring and domestic policies, leading to a recovery in demand and a new upward cycle, with significant stock price increases in the basic chemical sector, particularly for companies like United Chemical [1] Group 1: Company Performance - United Chemical achieved a revenue of 53.46 million yuan in 2024, a year-on-year increase of 24.80%, and a net profit of 5.64 million yuan, up 66.81% [2] - In Q1 2025, the company reported a revenue of 13.00 million yuan, a slight increase of 0.52%, and a net profit of 1.65 million yuan, up 17.97% [2] - The company specializes in the R&D, production, and sales of azo organic pigments and water-based inks, with applications in various industries including printing, packaging, and cosmetics [2] Group 2: R&D and Innovation - United Chemical's R&D investment grew by 27.16% in 2024, with R&D expenses accounting for 4.53% of revenue [3] - The company aims to enhance its core technology and innovation through independent R&D, focusing on developing high-performance, environmentally friendly pigment products [3] - The company holds 12 invention patents and 19 utility model patents, participating in the formulation of 48 national and industry standards [2][3] Group 3: Strategic Expansion - United Chemical is expanding into the electronic chemicals sector, leveraging its experience in fine chemical synthesis and surface treatment [4] - In May 2025, the company established a joint venture, Qichen Semiconductor, to develop and produce various semiconductor materials, including photolithography monomers and electronic-grade solvents [4] - The initial production capacity for the photolithography monomer project is designed at 200 tons per year, with plans for future expansion based on market demand [4][5]

Core Viewpoint - The company, United Chemical, has announced significant stock price fluctuations and potential risks associated with its new joint venture, Qichen Semiconductor, which is still in the early stages of development and market entry [2][3]. Group 1: Stock Performance - As of May 23, United Chemical's stock price increased by 15.22%, closing at 124.15 yuan, marking a historical high [2]. - Over the past year, the company's stock price has surged by 394.82%, while the CSI 300 index has only risen by 6.60% during the same period [2]. - The stock has shown a significant deviation in price, with a 202.59% deviation over 27 consecutive trading days, indicating severe abnormal trading fluctuations [2]. Group 2: Valuation Comparison - The company's rolling price-to-earnings (P/E) ratio stands at 176.00, which is significantly higher than the industry average P/E ratio of 23.28 for the chemical raw materials and products manufacturing sector [3]. - This discrepancy raises concerns about the stock's valuation relative to its peers, prompting the company to advise investors to be cautious in their trading decisions [3]. Group 3: Joint Venture and Market Strategy - United Chemical has established a joint venture, Qichen Semiconductor, in collaboration with Shanghai Panwo Fine Chemical Co., Ltd. and Beijing Shanggu Lianheng Chemical Technology Co., Ltd., focusing on the development and production of various semiconductor-related chemicals [3][4]. - The company aims to leverage its experience in fine chemical synthesis and surface treatment to enter the electronic chemicals market, which is characterized by high technical barriers and significant profit margins [4]. - The initial production capacity for the project is designed to be 200 tons per year, with plans for increased R&D investment and technical personnel to enhance capabilities [4]. Group 4: Financial Performance - For the year 2024, United Chemical projects a revenue of 53,461.73 million yuan, reflecting a year-on-year growth of 24.8%, and a net profit attributable to shareholders of 5,643.21 million yuan, up 66.81% [4]. - In the first quarter of 2025, the company reported a revenue of 13,006.19 million yuan, a slight increase of 0.52%, but the net profit decreased by 17.97% to 1,654.22 million yuan [4].

公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 证券代码：301209 证券简称：联合化学 公告编号：2025-024 根据《深圳证券交易所交易规则》的有关规定，公司股票连续27个交易日收 盘价格涨幅偏离值达202.59%，属于股票交易严重异常波动情形。 公司股票价格短期大幅上涨，可能存在短期涨幅较大回落的风险。公司郑 重提醒广大投资者，注意二级市场交易风险，审慎决策、理性投资。 二、公司关注、核实的相关情况 司股票连续27个交易日收盘价格涨幅偏离值达202.59%，属于股票交易严重异常 波动情形。 公司股票价格短期大幅上涨，可能存在短期涨幅较大回落的风险。公司郑 重提醒广大投资者，注意二级市场交易风险，审慎决策、理性投资。 为176.00。根据中证指数有限公司最新数据显示，公司所属中上协行业分类制 造业-化学原料和化学制品制造业（C26）的滚动市盈率为23.28,公司最新市盈率 与同行业相比有较大差异。敬请广大投资者理性投资。 （www.cninfo.com.cn）披露了《2024年年度报告》（公告编号：2025-006），公 司2024年度 ...

Market Overview - A-shares maintained a volatile trend with major indices supported by sectors such as pharmaceuticals, chemicals, and automobiles. The Shenzhen index outperformed the Shanghai index, with the Shanghai Composite Index up 0.08%, Shenzhen Component Index up 0.50%, and ChiNext Index up 0.48% at midday [1] - Hong Kong stocks also saw gains, with the Hang Seng Index up 0.58% and the Hang Seng Tech Index up 0.61% at midday [1] Pharmaceutical Sector - The pharmaceutical sector experienced a surge following the strong debut of Hengrui Medicine on the Hong Kong stock market. Stocks such as Duorui Medicine and Haichen Pharmaceutical hit the 20% limit up, while several others rose over 10% [2][4] - Hengrui Medicine's IPO was priced at HKD 44.05 per share, raising approximately HKD 9.9 billion, marking the largest IPO in the Hong Kong pharmaceutical sector in the past five years. The company plans to allocate about 75% of the funds for R&D, 15% for building new facilities, and 10% for working capital [4] - The aging population is driving demand for healthcare, creating a favorable environment for pharmaceutical investments. The market for consumer healthcare products is expected to grow as the elderly population increases [4][5] Chemical Sector - The chemical sector has been active, with several stocks showing significant gains. Companies like United Chemical and Yanggu Huatai saw increases of over 12% [6] - United Chemical has seen its stock price increase over tenfold, focusing on organic pigments and electronic chemicals, which are in high demand due to their applications in high-tech industries [8] Automotive Sector - The automotive sector showed strong performance, with stocks like Demais hitting the 20% limit up and BYD rising over 4%, reaching a new historical high [9][14] - In May, the retail market for narrow passenger vehicles is estimated to be around 1.85 million units, a year-on-year increase of 8.5%. The penetration rate for new energy vehicles reached approximately 52.9% [13]

在医药、化工、汽车等多个板块提振下，A股市场主要股指今日维持震荡走势，深市股指表现强于沪市股指。 截至午间收盘，上证指数涨0.08%，深证成指涨0.50%，创业板指涨0.48%。 港股今日震荡走高，截至午间收盘，恒生指数涨0.58%，恒生科技指数涨0.61%。值得一提的是，在恒瑞医药上市大涨带动下，港股医药股普遍走高，昭衍新药、泰 格医药、绿叶制药等涨幅居前。 医药板块爆发 在恒瑞医药港股上市首日大涨的刺激下，A股医药板块爆发。截至午间收盘，多瑞医药20%涨停，海辰药业一度20%涨停，新天地、科源制药等上涨超10%，众生药 业、贝瑞基因、海森药业等多股涨停。 | 序号代码 | | 名称 | 现价 | 涨跌 | 涨跌幅, | | | --- | --- | --- | --- | --- | --- | --- | | 1 | 301075 | 多瑞医药 | 28.92 | 4.82 | 20.00% | | | 2 | 300584 | 海辰药川 | 35.13 | 5.83 | 19.90% | | | 3 | 301277 | 新天地 | 15.05 | 2.31 | 18.13% | | | ব | 3 ...

龙口联合化学股份有限公司 投资者关系活动记录表 2 龙口联合化学股份有限公司 投资者关系活动记录表 工合成、表面处理等经验，与部分电子化学品存在技术协同。公司可通 过技术迁移切入电子化学品细分领域，再逐步向更高端环节拓展，形成 公司新的利润增长点，为股东创造更大价值。 （二）启辰半导体新材料（盘锦）有限公司生产苯乙烯类 光刻胶单体总的规模有多大？利润率有多少？ 答：公司项目目前设计一期年产能 200 吨，后续根据市场需求适时 扩大生产规模并及时披露该项目的相关信息。电子化学品的毛利率受市 场供求关系、原材料价格水平、工艺水平等多种因素影响，届时公司将 会在相应定期报告中披露电子化学品的毛利率水平。 （三）公司有没有股权激励的计划？ 答：目前没有计划，如有相关计划，将及时履行公告义务。 证券代码：301209 证券简称：联合化学 2025-023 龙口联合化学股份有限公司 投资者关系活动记录表 | | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 | | | □其他（电话） | | ...