（记者 曾健辉） 恒星科技（002132.SZ）11月21日在投资者互动平台表示，您好，公司化工板块主要从事有机硅及其相 关产品的生产和销售，不从事多晶硅及碳酸二甲酯的生产与销售。有机硅材料具有耐高低温、生物相容 性、无毒无味、耐辐射以及环境稳定性好等特点，从而使其具有广泛的应用领域。公司目前有机硅产品 主要包括DMC（二甲基聚硅氧烷）、D5、110胶、107胶、气相白炭黑等，大多产品需经再加工后用于 下游终端领域，部分深加工产品可以用作锂电池封装胶的原料，感谢您对公司的关注。 每经AI快讯，有投资者在投资者互动平台提问：贵公司现有多晶硅多少万吨？现有DMC（碳酸二甲 酯）多少万吨？以上材料是否可以用在新能源锂电池上面？是否有扩产计划？ ...

恒星科技在互动平台表示，公司化工板块主要从事有机硅及其相关产品的生产和销售，不从事多晶硅及 碳酸二甲酯的生产与销售。有机硅材料具有耐高低温、生物相容性、无毒无味、耐辐射以及环境稳定性 好等特点，从而使其具有广泛的应用领域。公司目前有机硅产品主要包括DMC（二甲基聚硅氧烷）、 D5、110胶、107胶、气相白炭黑等，大多产品需经再加工后用于下游终端领域，部分深加工产品可以 用作锂电池封装胶的原料。 ...

Group 1 - The stock of Hongbo New Materials fell by 5.03% on November 21, closing at 6.61 CNY per share, with a trading volume of 1.04 billion CNY and a turnover rate of 2.37%, resulting in a total market capitalization of 4.297 billion CNY [1] - Hongbo New Materials, established on December 31, 2005, and listed on August 12, 2020, specializes in the research, production, and sales of functional silanes, nano-silicon materials, and other chemical additives, with its main business revenue composition being 82.81% from silane coupling agents, 11.79% from fumed silica, and 5.40% from other products [1] Group 2 - According to data from the top ten holdings of funds, one fund under Everbright Pramerica holds a significant position in Hongbo New Materials, specifically the Everbright Pramerica Anyang One-Year Mixed A Fund (012027), which held 170,000 shares as of the third quarter, accounting for 1.09% of the fund's net value, ranking as the seventh largest holding [2] - The Everbright Pramerica Anyang One-Year Mixed A Fund (012027) was established on June 17, 2021, with a current scale of 56.0715 million CNY, and has achieved a year-to-date return of 7.52%, ranking 6124 out of 8136 in its category, with a one-year return of 7.31%, ranking 6016 out of 8056, and a total return of 12.2% since inception [2]

Core Viewpoint - Hongbo New Materials has seen a significant stock price increase, with a 5.09% rise on November 7, reaching 6.61 CNY per share, and a total market capitalization of 4.297 billion CNY [1] Group 1: Company Overview - Hongbo New Materials Co., Ltd. is located in LePing City, Jiangxi Province, and was established on December 31, 2005, with its listing date on August 12, 2020 [1] - The company specializes in the research, production, and sales of functional silanes, nano-silicon materials, and other chemical additives, with its main business revenue composition being 82.81% from silane coupling agents, 11.79% from fumed silica, and 5.40% from other products [1] Group 2: Fund Holdings - According to data, Everbright Pramerica Fund holds a significant position in Hongbo New Materials, with its fund "Everbright Pramerica Anyang One-Year Mixed A" (012027) owning 170,000 shares, accounting for 1.09% of the fund's net value, making it the seventh-largest holding [2] - The fund has realized a floating profit of approximately 54,400 CNY today, with a total floating profit of 23,800 CNY during the five-day stock price increase [2] Group 3: Fund Manager Performance - The fund manager Huang Bo has a tenure of 6 years and 32 days, managing assets totaling 17.264 billion CNY, with the best fund return during his tenure being 93.12% and the worst being 10.73% [3] - Co-manager Hua Yeshun has a tenure of 3 years and 53 days, managing assets of 10.7 million CNY, with the best return of 22.11% and the worst of 10.66% during his tenure [3]

江西宏柏新材料股份有限公司 | 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品名称 | 2025 | 年 | 1-9 | 月平均销售 | 2024年1-9月平均销 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | 单价（元/吨） | | 售单价（元/吨） | | | 硅烷偶联剂 | | | | 12,932.18 | 15,322.31 | -15.60% | | 气相白炭黑 | | | | 14,306.43 | 16,617.30 | -13.91% | （二）主要原材料价格变动情况（不含税） | 主要原料名称 | 2025 年 1-9 | | 月采购均价较 | 2025 | 年 | 1-9 | 月采购均价较 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | ...

Core Viewpoint - Dongyue Silicon Materials (300821) has clarified its main products, which include silicone rubber, silicone oil, silicone resin, fumed silica, and organic silicon intermediates [1] Company Overview - The company specializes in a diverse range of silicone products, indicating a strong position in the silicone materials market [1]

Group 1 - The core issue raised by investors is the recent surge in the price of methyldibutyl ketoxime silane and whether the company produces this product [2] - Dongyue Silicon Materials (300821.SZ) confirmed on October 20 that its main products include silicone rubber, silicone oil, silicone resin, fumed silica, and organic silicon intermediates, but it does not currently produce the mentioned product [2]

Group 1 - The core viewpoint of the article is that Hengstar Technology (002132) has confirmed its subsidiary Hengstar Chemical is primarily engaged in the research, production, and sales of organic silicon and related products [1] - The main products of Hengstar Chemical include DMC, D5, 110 glue, 107 glue, and fumed silica [1] - The company will disclose any new developments in its business layout in a timely manner [1]

Core Viewpoint - The report highlights the financial performance and operational challenges faced by Shandong Dongyue Silicone Material Co., Ltd. in the first half of 2025, indicating a decline in revenue and profit due to market conditions and competition in the organic silicon industry [5][7][11]. Company Overview and Financial Indicators - Company Name: Shandong Dongyue Silicone Material Co., Ltd. - Stock Code: 300821 - Total Assets as of June 30, 2025: CNY 6.27 billion, a decrease of 1.52% from the end of the previous year [5][6]. - Revenue for the first half of 2025: CNY 2.33 billion, down 14.98% year-on-year [5][15]. - Net Profit attributable to shareholders: CNY 44.98 million, a decrease of 34.69% compared to the same period last year [5][15]. Industry Situation - The organic silicon market is experiencing complex supply-demand dynamics, with prices declining. The average price of DMC, a core product, fell by approximately 12% year-on-year to around CNY 12,700 per ton [7][8]. - Domestic DMC production capacity is about 3.44 million tons per year, accounting for over 70% of global capacity, with a 24% increase in apparent consumption in the first half of 2025 compared to the previous year [7][8]. Main Products and Applications - The company specializes in the research, production, and sales of organic silicon materials, including silicone rubber, silicone oil, silicone resin, and fumed silica [6][8]. - Key applications include construction, electronics, automotive, and medical fields, with silicone rubber used as adhesives and sealants, and silicone oil utilized in textiles and chemicals [8][9]. Business Model - The company adopts a market-driven approach to research and development, focusing on technological innovation and collaboration with academic institutions [9][10]. - It maintains a comprehensive supply chain and production management system, ensuring efficient operations and quality control [9][10]. Competitive Advantages - The company has a complete production capability from silicon powder processing to downstream products, enhancing its competitive edge in the organic silicon industry [11][12]. - It has established a robust marketing network and customer service system, serving over 2,000 clients across various sectors and exporting to more than 30 countries [12][13].

| | | 江西宏柏新材料股份有限公司 2025 年半年度主要经营数据公告 特此公告。 | 主要产 | 2025 | 年上半年平均销售 | 2024年上半年平均 | 变动比例 | | --- | --- | --- | --- | --- | | 品名称 | 单价（元/吨） | | 销售单价（元/吨） | | | 硅烷偶联剂 | | 13,202.23 | 15,607.80 | -15.41% | | 气相白炭黑 | | 14,977.91 | 16,612.80 | -9.84% | （二）主要原材料价格变动情况（不含税） | 主要原料名称 | 2025 年上半年平均采购单价 较上年同期变动幅度 | 2025年上半年平均采购单价环 比变动幅度 | | --- | --- | --- | | 电煤 | -16.67% | -5.82% | | 硅块 | -30.96% | -12.04% | | 氯丙烯 | 13.24% | 5.57% | | 无水乙醇 | -14.98% | 1.07% | | 碳黑 | -18.58% | -4.12% | 一、主要产品的产量、销量及收入实现情况 主要产品 2025年上 ...