1月9日晚间，聚石化学(688669)发布公告，公司因涉嫌信息披露违法违规被广东证监局罚240万元，多名责任人合计被罚430万元。而说起该公司的违法违 规行为，竟然是在虚增营收1.57亿元的同时，又虚减利润166万元，这般"谜之操作"令人不解。 公告称，公司于2026年1月9日收到中国证监会广东监管局下发的《行政处罚事先告知书》(广东证监处罚字〔2026〕1号)。告知书指出，经查明，聚石化 学及其子公司通过开展虚假贸易业务虚增收入、成本和利润，具体包括：一是聚石化学原子公司广东冠臻科技有限公司(以下简称冠臻科技)实际控制佛山 市亨诺德贸易有限公司、佛山市富倍奇贸易有限公司、佛山市汉科达贸易有限公司、佛山市君利道贸易有限公司等4家公司，并与上述公司开展无实际货 物存在的虚假贸易业务。二是聚石化学介入到第三方公司已开展的聚丙烯等贸易链条中，对应的采购和销售金额基本一致，货物仅以自行制作的货权转让 单流转，相关交易不具有商业实质。三是聚石化学子公司安徽聚润贸易有限公司向福建某石油化工有限公司、湖北某石化有限公司销售异辛烷货物，但货 物未实际出库，公司后期加价购回。 ↓↓↓ 通过上述方式，聚石化学2023年半年度虚增 ...

12月29日，国恩股份涨5.17%，截至发稿，报52.88元/股，成交2.15亿元，换手率2.36%，总市值143.44 亿元。 泉果旭源三年持有期混合A（016709）基金经理为赵诣。 截至发稿，赵诣累计任职时间8年286天，现任基金资产总规模190.69亿元，任职期间最佳基金回报 329.41%， 任职期间最差基金回报5.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，青岛国恩科技股份有限公司位于山东省青岛市城阳区棘洪滩街道青大工业园2号路,香港中环 金融街8号国际金融中心2期58楼05室，成立日期2000年12月22日，上市日期2015年6月30日，公司主营 业务涉及改性塑料粒子及深加工后的各种改性塑料制品的研发、生产和销售。主营业务收入构成为：有 机高分子改性材料50.38%，绿色石化材料及新材料20.11%，有机高分子复合材料17.71%，其他(补 充)8.02%，生物医药及保健品2.05%，明胶、胶原蛋白及其衍生品1.73 ...

每经AI快讯，华源证券12月20日发布研报称，给予禾昌聚合（920089.SH）"增持"评级。评级理由主要 包括：1）"以塑代钢"、"以塑代木"趋势深入推进，中国已成为全球最大改性塑料市场；2）专注改性塑 料粒子和塑料片材，覆盖汽车、家电等领域；3）产能释放保障汽车领域增长曲线延续，东南亚布局丰 富业务维度。风险提示：主要原材料价格波动风险、市场竞争加剧风险、核心技术配方泄露风险。 （记者 胡玲） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——首饰黄金每克便宜176元，苹果手机最新款可立省1300元……海南封关如何 影响爱"买买买"的你？ ...

Core Insights - Hengli Group's subsidiaries, Jiangsu Hengli Chemical Fiber Co., Ltd. and Jiangsu Kanghui New Materials Technology Co., Ltd., have obtained IATF 16949:2016 certification, allowing their automotive fiber and new material products to enter the global automotive supply chain [1] Group 1: Automotive Fiber Products - Hengli Chemical Fiber is advancing the high-end upgrade of fiber products, focusing on multifunctional civilian silk and high-performance industrial silk, creating a product matrix covering automotive safety, interior, and components [2] - The company produces high-strength low-shrink industrial silk for automotive airbags, which combines strength and elongation, earning trust and orders from domestic and international clients [2] - Strict quality control measures are implemented throughout the production process, ensuring consistent physical property indicators such as strength, elongation, and dry heat shrinkage [2] Group 2: Certification and Product Performance - Automotive fiber products, including high-strength wear-resistant industrial silk for seat belts and high-modulus low-shrink industrial silk for tire fabrics, have passed the automotive quality management system certification, indicating their performance meets international standards [3] - The newly developed black silk for automotive interiors maintains stable and uniform color under various light sources, addressing previous issues of color inconsistency in domestic products [3] Group 3: New Materials and Applications - Kanghui New Materials produces high-quality polyester films, lithium battery separators, and engineering plastics, with products certified under international automotive quality management systems, primarily for use in new energy vehicle power systems [5] - Various products, including high-transmittance low-fog window films and multiple types of modified plastics, demonstrate the capability to serve the automotive industry [5] Group 4: Company Development and Future Plans - Over its 31-year history, Hengli Group has driven innovation, optimized product structure, and established industry benchmarks in technology research and green manufacturing, leading industry transformation and sustainable development [7] - The company plans to continue increasing research and development efforts and enhancing quality control to ensure safety in driving and showcase the strength of Chinese manufacturing [7]

资金流向方面，主力资金净流入140.84万元，特大单买入0.00元，占比0.00%，卖出108.75万元，占比 4.02%；大单买入439.97万元，占比16.25%，卖出190.38万元，占比7.03%。 12月3日，聚石化学（维权）盘中下跌2.18%，截至13:29，报21.56元/股，成交2707.93万元，换手率 1.02%，总市值26.16亿元。 资料显示，广东聚石化学股份有限公司位于广东省清远市高新技术产业开发区雄兴工业城B6，成立日 期2007年6月8日，上市日期2021年1月25日，公司主营业务涉及磷化工、改性塑料粒子及制品的研发、 生产和销售。主营业务收入构成为：塑料制品39.30%，改性塑料粒子25.76%，成品油及添加剂 18.71%，磷化学品7.52%，阻燃剂5.31%，贸易原材料2.06%，其他0.77%，其他(补充)0.56%。 聚石化学所属申万行业为：基础化工-塑料-改性塑料。所属概念板块包括：可降解、小盘、钙钛矿电 池、石墨烯、新材料等。 截至9月30日，聚石化学股东户数4754.00，较上期减少5.11%；人均流通股25522股，较上期增加 5.38%。2025年1月-9月， ...

Group 1 - The core point of the news is that two companies, 聚石化学 and 豪尔赛, are under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [2][3] - 聚石化学 reported a revenue of 2.963 billion yuan for the first three quarters of 2025, a year-on-year decrease of 7.17%, and a net profit attributable to shareholders of 5.7684 million yuan, with a net loss of 24.5322 million yuan after deducting non-recurring gains and losses [2] - 豪尔赛 stated that its business operations are normal and that the investigation will not have a significant impact on its management [3] Group 2 - Next week, 38 stocks will face a total unlock market value of 21.678 billion yuan [4] - 南方航空 will have 804 million shares listed for circulation, with an unlock market value of 5.689 billion yuan [5] - 菲菱科思 will have 22 million shares listed for circulation, with an unlock market value of 1.871 billion yuan [6] Group 3 - Among the 38 stocks facing unlock, 6 stocks have a high unlock ratio exceeding 30%, including 必易微, 吉冈精密, 赛恩斯, and 菲菱科思 [8] - The average stock price of the 38 stocks has decreased by 8.22% since November, with 久其软件 showing the highest increase of 13.74% [9] - 6 stocks with reported losses in the first three quarters include 红太阳, 水发燃气, 中望软件, 生物谷, 久其软件, and 必易微, indicating higher unlock pressure [10]

Group 1 - Two A-share companies, Jushi Chemical and Haosai, have been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [1][5] - Jushi Chemical received a notice from the CSRC on November 21, 2025, regarding the investigation, and the company will cooperate with the regulatory body during this period [1][3] - Haosai also announced its investigation by the CSRC and stated that its business operations remain normal and orderly [5][7] Group 2 - Jushi Chemical reported a revenue of 987 million yuan for Q3 2025, a year-on-year decrease of 0.81%, with a net profit attributable to shareholders of 2.89 million yuan [3][4] - Haosai achieved a revenue of 1.07 billion yuan for Q3 2025, reflecting a year-on-year increase of 31.34%, and a net profit attributable to shareholders of 740.11 thousand yuan, a significant increase of 599.72% [7][8] - Jushi Chemical's main products include modified plastic particles, automotive profiles, optical materials, and flame retardants, while Haosai focuses on smart technology services in various sectors [3][7]

Core Viewpoint - 聚石化学 and 豪尔赛 are both under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, which may impact their operations and investor confidence [1][5]. Company Overview - 聚石化学 specializes in the research, production, and sales of new chemical materials, with products including modified plastic particles, automotive profiles, optical materials, and flame retardants, among others [3]. - 豪尔赛 focuses on technology innovation, developing smart lighting, smart cultural tourism, and smart urban areas, along with a digital twin integration network platform [7]. Financial Performance - 聚石化学 reported a revenue of 986.58 million yuan for Q3 2025, a decrease of 0.81% year-on-year, with a net profit of 2.89 million yuan [4]. - 豪尔赛 achieved a revenue of 106.94 million yuan for Q3 2025, an increase of 31.34% year-on-year, with a net profit of 740.11 thousand yuan, reflecting a significant growth of 599.72% [8].

Core Viewpoint - Two A-share companies, 聚石化学 and 豪尔赛, have been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [2][5]. Group 1: 聚石化学 (688669) - On November 21, 2025, 聚石化学 received a notice from the CSRC regarding the investigation for suspected information disclosure violations [2]. - The company reported a revenue of 987 million yuan in Q3 2025, a year-on-year decrease of 0.81%, with a net profit attributable to shareholders of 2.89 million yuan [4]. - 聚石化学 specializes in the research, production, and sales of new chemical materials, with products used in various industries including automotive, electronics, and healthcare [4]. Group 2: 豪尔赛 (002963) - 豪尔赛 also received a notice from the CSRC for suspected information disclosure violations [5]. - The company reported a revenue of 107 million yuan in Q3 2025, a year-on-year increase of 31.34%, and a net profit attributable to shareholders of 7.40 million yuan, a significant increase of 599.72% [8]. - 豪尔赛 focuses on technology innovation in areas such as smart lighting and digital twin networks, and has been under scrutiny due to previous issues related to corporate governance and internal controls [7][8].

Group 1 - The core point of the news is that Guoen Co., Ltd. experienced a stock price increase of 5.2%, reaching 61.10 CNY per share, with a trading volume of 263 million CNY and a turnover rate of 2.54%, resulting in a total market capitalization of 16.573 billion CNY [1] - Guoen Co., Ltd. is primarily engaged in the research, production, and sales of modified plastic particles and various modified plastic products, with its main business revenue composition being: organic polymer modified materials 50.38%, green petrochemical materials and new materials 20.11%, organic polymer composite materials 17.71%, others 8.02%, biomedicine and health products 2.05%, and gelatin, collagen, and their derivatives 1.73% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Quanguo Fund, specifically Quanguo Xuyuan Three-Year Holding Period Mixed A (016709), entered the top ten circulating shareholders in the third quarter, holding 5.4341 million shares, which accounts for 3.07% of the circulating shares, with an estimated floating profit of approximately 16.411 million CNY [2] - Quanguo Xuyuan Three-Year Holding Period Mixed A (016709) was established on October 18, 2022, with a latest scale of 16.329 billion CNY, achieving a year-to-date return of 48.2% and ranking 1160 out of 8147 in its category, with a one-year return of 34.53% and ranking 1668 out of 8056 [2]