11月25日，吉华集团盘中上涨2.12%，截至10:27，报5.31元/股，成交2145.28万元，换手率0.60%，总市 值35.94亿元。 资金流向方面，主力资金净流入187.69万元，大单买入422.04万元，占比19.67%，卖出234.35万元，占 比10.92%。 吉华集团今年以来股价涨23.49%，近5个交易日跌7.01%，近20日跌3.63%，近60日跌4.67%。 资料显示，浙江吉华集团股份有限公司位于浙江省杭州市钱塘区临江工业园新世纪大道1766号，成立日 期2003年8月15日，上市日期2017年6月15日，公司主营业务涉及从事染料、染料中间体及其他化工产品 的研发、生产和销售。主营业务收入构成为：染料及中间体86.97%，高分子材料6.24%，聚氨酯泡沫 5.42%，其他1.37%。 吉华集团所属申万行业为：基础化工-化学制品-纺织化学制品。所属概念板块包括：低价、小盘、破净 股、染料涂料、阿尔茨海默等。 截至11月20日，吉华集团股东户数3.73万，较上期减少4.37%；人均流通股18140股，较上期增加 4.57%。2025年1月-9月，吉华集团实现营业收入10.56亿元，同比减少 ...

天眼查App显示，近日，邢台诺远新材料科技有限公司成立，法定代表人为回振平，注册资本10万人民 币，经营范围为一般项目：新材料技术研发;新材料技术推广服务;电子元器件批发;建筑材料销售;染料 销售;颜料销售;机械设备销售;涂料销售（不含危险化学品）;针纺织品销售;电子产品销售;服装服饰批发; 互联网销售（除销售需要许可的商品）;石油制品销售（不含危险化学品）;化工产品销售（不含许可类 化工产品）;普通货物仓储服务（不含危险化学品等需许可审批的项目）（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）。 ...

（记者 王晓波） 截至发稿，万丰股份市值为25亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 每经AI快讯，万丰股份（SH 603172，收盘价：18.84元）11月20日晚间发布公告称，公司近日收到舟山 瑞好的《股份减持计划的告知函》，因其自身资金需求，计划以大宗交易方式减持公司股份不超过约 233万股，即不超过公司当前总股本的1.75%。将自本减持计划公告之日起十五个交易日后的90天内进 行，减持价格按市场价格确定。 2024年1至12月份，万丰股份的营业收入构成为：染料制造占比99.29%，其他业务占比0.71%。 ...

天风证券（601162）发布研报称，化工行业2025年前三季度营收及净利润同比增长，2025年第三季度营 收同比增长，利润率水平环比小幅提升，25Q3在建工程同比增速降幅环比进一步扩大，固定资产规模 同比增加。投资建议：周期相对底部或已至，关注供需边际变化行业。 (1)需求稳定，全球供给主导：三氯蔗糖、农药、MDI、氨基酸。(2)内需驱动，对冲关税冲击：制冷 剂、化肥(磷肥)、钾肥、复合肥、民爆、染料。(3)关注产能先投放，有望优先恢复的子行业：有机硅、 氨纶。 天风证券主要观点如下： 2025年前三季度营收及净利润同比增长 2025年前三季度，基础化工行业上市公司(根据申万2021一级分类基础化工行业以及轮胎行业(长江分类) 上市公司合计446家)共实现营业收入1.71万亿元，同比增长2.8%，实现营业利润1424亿元，同比增长 6.9%，实现归属上市公司股东的净利润1140亿元，同比增长7.5%。行业整体综合毛利率为13.0%，同比 持平;期间费用率为9.6%，同比-0.1pcts。行业整体净利润率为7.0%，同比提升0.3pcts。 2025年第三季度基础化工行业全体上市公司共实现营业收入5823亿元， ...

每经AI快讯，万丰股份（SH 603172，收盘价：19.47元）11月17日晚间发布公告称，公司第三届第一次 董事会临时会议于2025年11月17日以现场结合通讯表决方式召开。会议审议了《关于选举公司第三届董 事会各专门委员会委员的议案》等文件。 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 2024年1至12月份，万丰股份的营业收入构成为：染料制造占比99.29%，其他业务占比0.71%。 截至发稿，万丰股份市值为26亿元。 （记者 曾健辉） ...

天眼查App显示，近日，滨海特邦染料有限公司成立，法定代表人为杨红，注册资本100万人民币，经 营范围为一般项目：染料销售；化工产品销售（不含许可类化工产品）；建筑材料销售；塑料制品销 售；五金产品批发；五金产品零售；环保咨询服务；生物化工产品技术研发（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - Zhejiang Longsheng's stock price has shown fluctuations, with a recent decline of 2.05% and a year-to-date increase of 11.79%, indicating mixed market sentiment [1] Company Overview - Zhejiang Longsheng Group Co., Ltd. is located in Shaoxing, Zhejiang Province, established on March 23, 1998, and listed on August 1, 2003. The company specializes in dyes, intermediates, water-reducing agents, and inorganic chemical products [1] - The revenue composition includes: Dyes 55.83%, Intermediates 23.14%, Additives 7.33%, Inorganic Products 5.08%, Real Estate 3.48%, Other Businesses 1.88%, Auto Parts 1.23%, Color Standards and Sustainable Solutions 1.22%, Other (Supplement) 0.81% [1] Financial Performance - For the period from January to September 2025, Zhejiang Longsheng reported revenue of 9.671 billion yuan, a year-on-year decrease of 8.85%, while net profit attributable to shareholders was 1.397 billion yuan, reflecting a year-on-year increase of 3.23% [2] - Cumulative cash dividends since the A-share listing amount to 11.145 billion yuan, with 3.717 billion yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders is 109,100, a decrease of 8.04% from the previous period, with an average of 29,815 circulating shares per person, an increase of 8.75% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 198 million shares, a decrease of 27.336 million shares from the previous period, and new entrants like Penghua CSI Sub-Segment Chemical Industry Theme ETF [3]

Core Viewpoint - Zhejiang Longsheng's stock price has shown a positive trend, with a year-to-date increase of 14.02%, indicating strong market performance despite some fluctuations in trading volume and net capital outflow [1][2]. Company Overview - Zhejiang Longsheng Group Co., Ltd. is located in Shaoxing, Zhejiang Province, and was established on March 23, 1998. It was listed on August 1, 2003. The company specializes in dyes, intermediates, water-reducing agents, and inorganic chemical products such as soda ash and synthetic ammonia [1]. - The revenue composition of the company includes: Dyes 55.83%, Intermediates 23.14%, Additives 7.33%, Inorganic Products 5.08%, Real Estate 3.48%, Other Businesses 1.88%, Auto Parts 1.23%, Color Standards and Sustainable Development Solutions 1.22%, and Other (Supplementary) 0.81% [1]. Financial Performance - For the period from January to September 2025, Zhejiang Longsheng reported a revenue of 9.671 billion yuan, a year-on-year decrease of 8.85%. However, the net profit attributable to shareholders increased by 3.23% to 1.397 billion yuan [2]. - The company has distributed a total of 11.145 billion yuan in dividends since its A-share listing, with 3.717 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Zhejiang Longsheng was 109,100, a decrease of 8.04% from the previous period. The average circulating shares per person increased by 8.75% to 29,815 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 198 million shares, a decrease of 27.3368 million shares from the previous period. New shareholders include Penghua CSI Sub-Segment Chemical Industry Theme ETF and Southern CSI 500 ETF [3].

Group 1 - Jiangsu Likai Chemical Materials Co., Ltd. has been established with a registered capital of 15 million RMB [1] - The legal representative of the company is He Yeyong [1] - The business scope includes sales of chemical products (excluding licensed chemical products), dyes, building materials, decorative materials, rubber products, plastic products, metal materials, instruments and meters, and hardware products [1]

Industry Overview - China is the world's largest producer, trader, and consumer of dyes, accounting for approximately 70% of global dye production [1] - Major dye production regions in China include Zhejiang, Jiangsu, and Shandong, with a high industry concentration [1] - The dye industry is characterized by intense competition, with increasing production capacity both domestically and internationally [2] Company Performance - For the first three quarters of 2025, the company achieved a revenue of ¥4,163,303,974.91, a year-on-year increase of 2.25% [2] - Operating profit reached ¥326,804,261.74, reflecting a growth of 11.78% year-on-year [2] - Net profit attributable to shareholders was ¥225,054,399.80, marking a significant increase of 49.10% year-on-year [2] H Acid Market Insights - Domestic effective capacity for H acid is currently below 60,000 tons, resulting in a supply shortfall of over 10% [2] - Historical prices for H acid have exceeded ¥100,000 per ton, while current market prices are around ¥40,000 per ton [2] - The company's H acid production capacity is located at its subsidiary Jiangsu Mingsheng, which is currently not in operation [2] Pricing Strategy - Dye product prices are determined by market supply and demand as well as raw material costs, with the company adopting a market-following pricing strategy [2] Investment Activities - The company has a robust cash flow and collaborates with professional investment institutions to explore growth opportunities in the semiconductor sector [2] - The company holds a 100% stake in Runyu Jinheng (Jiaxing) Investment Partnership, which has invested in various venture capital funds [2] - For example, the company indirectly holds 0.2068% of the total share capital of Muxi Integrated Circuit (Shanghai) Co., Ltd. through its investment in Tongchuang Zhixin [2] Industry Chain Strategy - The company implements a "backward integration" strategy to extend its industrial chain, achieving significant results in key intermediate production [3] - The dye industry system has been established, covering thermal power, steam, chlorine, caustic soda, intermediates, filter cakes, and dyes [3]