MACD金叉信号形成，这些股涨势不错！ 责任编辑：刘万里 SF014 从二季度获券商增持的上市公司行业分布来看，化工行业企业占比突出。 对于化工行业的投资机会，德邦证券建议关注三条主线：一是当前化工板块基本面下行风险充分释放， 行业白马股有望迎来估值与盈利的双重修复；二是部分化工品供给端已出现扰动，建议关注相关企业涨 价带来的业绩弹性；三是聚焦需求确定性向上的方向，如民爆、改性塑料、复合肥等。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股上市公司进入中报密集披露期，多家公司十大流通股东中出现券商身影。Wind数据显示，截至8月 26日记者发稿，A股已有149家公司十大流通股东中出现券商，其中32家公司二季度获得券商增持。 例如，宏创控股2025年半年报显示，中金公司作为公司第五大流通股东，二季度增持575.76万股股份， 截至二季度末，中金公司持有的宏创控股股份数量增至1494.41万股，持仓市值合计1.98亿元，较一季度 末增长9602.81万元。除宏创控股外，云天化、藏格矿业、青鸟消防、京山轻机、奥士康、创世纪等多 家公司二季度获券商大股东增持超百万股。 多家北交所上市公 ...

Group 1 - The new materials industry is experiencing stable demand with global supply dominance, focusing on segments such as sucralose, pesticides, MDI, and amino acids [1] - Domestic demand is expected to mitigate tariff impacts in sub-industries like refrigerants, fertilizers, civil explosives, and dyes [1] - Sub-industries with earlier capacity releases, such as organic silicon and spandex, are likely to recover first, with organic silicon seeing a weekly increase of 1.9% and significant growth in pre-sale orders, reducing inventory pressure [1] Group 2 - Emerging fields like OLED materials, catalytic materials, and synthetic biology are also worth attention [1] - The basic chemical sector has shown strong recent performance, with organic silicon, synthetic resins, and civil explosive products leading in growth [1] - The potassium chloride market is supported by low inventory and tight spot prices, while DMF prices continue to rise due to favorable supply and demand [1] Group 3 - The New Materials 50 ETF tracks a new materials index compiled by China Securities Index Co., selecting listed companies from the Shanghai and Shenzhen markets involved in advanced steel, non-ferrous metals, and chemical materials [1] - This index focuses on high-tech and high-value-added new materials, prioritizing companies in new materials research and application fields to reflect the overall performance of related listed securities [1] - Investors without stock accounts can consider the Guotai CSI New Materials Theme ETF Initiated Link A (014908) and Guotai CSI New Materials Theme ETF Initiated Link C (014909) [1]