氯代碳酸乙烯酯(CEC)
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今夜!A股大牛股,突发公告!
券商中国· 2025-11-18 15:10
一则公告,引发市场关注! 11月18日晚间,孚日股份公告,孙日贵向孙浩博协议转让公司6022万股(占公司总股本6.36%)股权事项已办理完成过户登记手续。转让完成后,孙浩博的持股数 量增长至6443.53万股,占公司总股本的6.81%,孙日贵不再持有公司股份。 在二级市场上,孚日股份是一只大牛股。因涉足当下最火的碳酸亚乙烯酯(VC)概念,公司股价在11月6日至11月17日期间连续8个交易日涨停。11月18日,孚日股 份的股价高开低走,收盘时下跌2%,报12.46元/股,日内振幅超过14%。 值得注意的是,上述股份转让价格为4.995元/股,较孚日股份的最新股价(12.46元/股)低了不少,相当于四折的价格。不过,该股权转让事宜及相关价格信息,在 公司本轮股价飙升前就已对外公开披露。 股份转让 孚日股份11月18日晚间公告,公司当天收到持股5%以上股东孙浩博的通知,孙日贵向孙浩博协议转让公司股份事项已在中国证券登记结算有限责任公司深圳分公司 办理完成过户登记手续,并取得《证券过户登记确认书》。 根据公告,孙日贵与孙浩博于10月27日签署了《股份转让协议》,孙日贵拟通过协议转让的方式向孙浩博转让其持有的无限售流通 ...
孚日股份,股价暴涨!
Zhong Guo Jing Ying Bao· 2025-11-18 10:29
11月17日,孚日股份(002083.SZ)开盘即涨停,报收12.72元/股,再度刷新历史新高。这已是其连续8 个交易日涨停。自10月31日以5.99元/股收盘以来,孚日股份累计涨幅已高达112.35%。 中经记者 陈家运 北京报道 市场普遍认为,孚日股份此轮股价狂飙的核心驱动力来自跨界布局的新能源业务——锂电池电解液添加 剂,尤其是碳酸亚乙烯酯(VC)价格在11月反弹,推动市场将其估值逻辑从传统家纺转向"家纺+新能 源"双主业模式。 股价暴涨 11月17日,孚日股份发布风险提示公告,指出其股票交易价格在11月13日、14日连续两个交易日内收盘 价格涨幅偏离值累计超过20.90%,构成股票交易异常波动情形。 市场普遍认为,孚日股份股价暴涨主要得益于布局了锂电池电解液添加剂业务。尤其是近期锂电池行业 高景气度带动电解液添加剂需求和价格攀升,成为股价暴涨的"催化剂"。 值得注意的是,电解液添加剂概念板块多家企业股价同步走强。永太科技(002326.SZ)在11月13日公 告称,公司股票在11月11日、12日连续两个交易日收盘价格涨幅偏离值累计超过20%;华盛锂电 (688353.SH)亦于11月15日公告透露,其 ...
新宙邦:子公司现有VC产能约10000吨,在建产能5000吨,预计2026年下半年投产
Mei Ri Jing Ji Xin Wen· 2025-11-18 03:59
每经AI快讯,有投资者在投资者互动平台提问:请问贵公司碳酸亚乙烯酯产能是多少? 新宙邦(300037.SZ)11月18日在投资者互动平台表示,公司子公司瀚康电子材料专业从事锂电添加剂 生产经营,产品包涵VC和FEC等,现有VC产能约10000吨,在建产能5000吨,预计2026年下半年投 产,其前驱体 CEC现有产能35000吨/年,产能能满足15000吨VC和8000吨FEC的使用,目前公司生产经 营建设情况一切正常。关于公司的经营情况请关注公司在巨潮资讯网发布的定期报告并请注意投资风 险。 (文章来源:每日经济新闻) ...
孚日股份股价“8连板” 旗下新能源业务尚未盈利
Zhong Guo Jing Ying Bao· 2025-11-17 14:11
Core Viewpoint - Fuzhi Co., Ltd. (002083.SZ) has seen its stock price surge, reaching a historical high of 12.72 CNY per share, marking an increase of 112.35% since October 31, driven primarily by its foray into the lithium battery electrolyte additive business, particularly the rising price of vinylene carbonate (VC) [2][4]. Group 1: Stock Performance - On November 17, Fuzhi Co. opened with a limit-up and has experienced eight consecutive trading days of limit-up [2]. - The stock price has increased significantly from 5.99 CNY per share on October 31 to the current level, reflecting strong market interest [2]. - The company issued a risk warning on November 17, indicating abnormal stock price fluctuations, with a cumulative deviation of over 20.90% in the closing prices on November 13 and 14 [4]. Group 2: Business Performance - Despite the stock price surge, Fuzhi Co. reported a decline in both revenue and profit for the first three quarters, with revenue of 3.841 billion CNY, down 4.45% year-on-year, and a net profit of 296 million CNY, down 12.05% year-on-year [3][8]. - The company's subsidiary, Fuzhi New Energy, which focuses on lithium battery electrolyte additives, reported a net loss of approximately 30.32 million CNY in the first three quarters [8]. Group 3: Market Dynamics - The recent surge in VC prices is attributed to increased demand from the energy storage market and supply shortages due to some VC producers halting production [5][6]. - VC prices have seen significant increases, with a total rise of 27.84% since October, and daily increases reaching up to 20% in mid-November [5][7]. - As of November 14, the market average price for VC reached 105,000 CNY per ton, nearly doubling since the end of October [4]. Group 4: Production Capacity - Fuzhi Co. has established an annual production capacity of 10,000 tons for battery-grade VC, while competitors like Huasheng Lithium and Yongtai Technology have capacities of 14,000 tons and 8,000 tons respectively [7].
八连板孚日股份提示风险,称公司股价已严重偏离公司基本面
Bei Jing Shang Bao· 2025-11-17 11:22
Core Viewpoint - The stock price of Furi Group (孚日股份) has surged by 112.35% from November 3 to November 17, raising concerns about irrational speculation and potential trading risks [1][2] Group 1: Stock Performance - Furi Group's stock price has shown significant volatility, with a cumulative abnormal fluctuation of 113.94% over eight consecutive trading days [1] - The company experienced eight consecutive daily price increases, reaching the daily limit on each occasion [1] Group 2: Financial Performance - For the first three quarters of 2025, Furi Group reported revenue of approximately 3.841 billion yuan, a year-on-year decrease of 4.45% [2] - The net profit for the same period was approximately 296 million yuan, reflecting a year-on-year decline of 12.05% [2] - The subsidiary, Furi New Energy, generated about 168 million yuan in revenue, accounting for only 4.38% of the company's total revenue, indicating limited impact on overall performance [2] Group 3: Business Operations - Furi New Energy, which focuses on lithium battery electrolyte additives, reported a net loss of approximately 30.32 million yuan for the first three quarters of 2025, facing uncertainties in the downstream lithium battery industry [2] - The company currently has no plans for capacity expansion in its new energy segment, which will not significantly affect other business operations [2] Group 4: Market Sentiment - A viral screenshot referencing "7 consecutive limit-up Furi Group" has gained attention in the market, although it is not an official company announcement [2] - The stock's recent performance has sparked discussions about "mystical stock trading" among market participants [2]
7连涨停,002083最新发声
Zhong Guo Ji Jin Bao· 2025-11-16 22:56
孚日股份还提到,孚日新能源目前暂无扩产计划,对公司其他业务布局不产生重大影响。 "目前公司股票波动异常,可能存在非理性炒作,交易风险大,存在短期下跌的风险。"孚日股份提醒广 大投资者注意交易风险,切勿盲目跟风,理性决策,审慎投资。同时,公司将严格按照有关法律法规的 规定和要求,认真履行信息披露义务,及时做好信息披露工作。 公告显示,孚日股份股票交易价格连续2个交易日(2025年11月13日、2025年11月14日)收盘价格涨幅 偏离值累计超过20.90%,根据深交所有关规定,属于股票交易异常波动的情形。 针对公司股票异常波动,孚日股份董事会对有关事项进行了核实。 公司称,前期披露的信息不存在需要更正、补充之处;目前经营情况正常,不存在内外部经营环境发生 重大变化的情形;近期公共媒体未报道可能或已经对本公司股票交易价格产生较大影响的未公开重大信 息;经核查,孚日股份控股股东、实际控制人在公司股票交易异常波动期间不存在买卖公司股票的行 为;经自查,公司不存在违反公平信息披露规定的其他情形。 此外,孚日股份董事会确认,公司目前没有应予以披露而未披露的事项或与该事项有关的筹划、商谈、 意向、协议等;董事会也未获悉公司 ...
7连涨停!002083,最新发声!
中国基金报· 2025-11-16 16:05
Core Viewpoint - The stock of Furui Co., Ltd. (孚日股份) has experienced significant price fluctuations, with a cumulative increase of over 20.90% in the closing price over two consecutive trading days, prompting the company to issue an announcement regarding the abnormal trading situation [2][4]. Group 1: Stock Performance and Company Response - Furui Co., Ltd. confirmed that there are no corrections or supplements needed for previously disclosed information, and the current operational situation is normal without any significant changes in the internal or external business environment [4][5]. - The company stated that there are no undisclosed major information or events that could significantly impact the stock price during the period of abnormal trading [5][6]. - The board of directors emphasized the importance of rational trading and warned investors about potential risks associated with irrational speculation and short-term price declines [7]. Group 2: Financial Performance - In the first three quarters of the year, Furui Co., Ltd. achieved a revenue of 3.841 billion yuan, representing a year-on-year decrease of 4.45% [6]. - The net profit for the same period was 296 million yuan, down 12.05% year-on-year, with the subsidiary Furui New Energy reporting a loss of approximately 30.32 million yuan [6]. - The revenue from Furui New Energy, which focuses on lithium battery electrolyte additives, was 168 million yuan, accounting for 4.38% of the company's total revenue, indicating a limited impact on overall performance [6]. Group 3: Business Strategy and Market Outlook - Furui Co., Ltd. is actively transitioning its home textile industry towards brand differentiation and high value-added products while also focusing on the rapidly developing global new energy materials sector [7][8]. - The company has established a joint venture to enhance its new materials business and is currently prioritizing projects related to functional coating materials and lithium battery electrolyte additives [7]. - The market for electrolyte additives is expected to gradually recover as the supply-demand structure adjusts, with cost control and technological advancement being crucial for maintaining competitiveness [8].
新华指数丨家纺巨头股价因“锂”七连板 新华出海消费指数逆势上扬
Xin Hua Cai Jing· 2025-11-14 10:44
但需要指出,孚日股份家纺业务以外销为主,外销收入占比超六成,复杂的国际贸易环境成为影响其经营的重要变量。 新华财经上海11月14日电(谈瑞、周子涵)在A股市场震荡调整格局中,家纺行业龙头孚日股份(002083.SZ)凭借新能源业务布局上演七连板行情。截至 11月14日收盘,公司股价报收11.56元/股,市值攀升至109亿元,月度涨幅高达93%。 孚日股份股价的持续走强,核心驱动力来自市场对其锂电池电解液添加剂业务的强烈预期。作为深耕家纺行业数十年的传统企业,孚日股份自2021年起开启 战略转型,通过子公司孚日新能源正式切入新能源材料赛道,聚焦锂电池电解液核心添加剂氯代碳酸乙烯酯(CEC)和碳酸亚乙烯酯(VC)的生产制造, 构建起"家纺+新能源"双主业并行的发展格局。 从业务落地进度来看,孚日股份已搭建起行业少有的全产业链布局,成为其核心竞争力的关键支撑。其利用自身液氯优势,在公司控股子公司高源化工厂区 内投资建设了4万吨/年CEC装置,为VC提供原料;投资建设了1万吨/年VC合成装置和1万吨/年VC精制装置,生产电池级VC产品。全产业链布局不仅规避了 上游原料波动风险,更通过生产环节的循环利用技术及自有热电配 ...
鲁股观察 | 孚日股份股价五连涨,子公司增收不增利
Xin Lang Cai Jing· 2025-11-13 04:49
Core Viewpoint - Furi Group has attracted significant attention in the A-share market, with its stock price experiencing a continuous rise, leading to a series of trading halts due to abnormal fluctuations. The surge is primarily driven by market interest in its lithium battery electrolyte additive business, despite the company warning of potential losses from its subsidiary, Shandong Furi New Energy Materials Co., Ltd. [1][3][5] Group 1: Stock Performance - As of November 12, Furi Group's stock price has hit the daily limit for five consecutive trading days [1] - The stock price increased by 19.7% in the week ending November 7, with a net inflow of 149 million yuan from major funds [1] - On November 10 and 11, the stock's closing price deviation exceeded 21.13%, indicating abnormal trading activity [1] Group 2: Business Operations - Furi New Energy reported a revenue of 168 million yuan for the first three quarters of 2025, marking a year-on-year increase of 47.78%, but incurred a net loss of 30.32 million yuan [3] - The company has successfully launched its VC refining and synthesis projects, achieving an annual production capacity of 10,000 tons [2] - Furi Group's main business in home textiles generated a revenue of 3.841 billion yuan and a net profit of 296 million yuan in the first three quarters [4] Group 3: Strategic Focus - The company is focusing on optimizing customer structure and upgrading product quality to strengthen its core home textile business amid global trade tensions [4] - In the domestic market, Furi Group is concentrating on demand exploration and brand enhancement through refined operations and high-end promotion [4]
4连板!锂电牛股最新提示:子公司仍面临亏损风险
Zheng Quan Shi Bao· 2025-11-11 22:53
Core Viewpoint - The stock of Furui Co., Ltd. has experienced significant fluctuations, with a cumulative increase of over 21.13% in two consecutive trading days, prompting the company to disclose risk warnings and clarify its operational status [3]. Group 1: Company Performance - Furui Co., Ltd. reported that its subsidiary, Shandong Furui New Energy Materials Co., Ltd., generated an operating income of 168 million yuan in the first three quarters of 2025, representing a year-on-year increase of 47.78%, but incurred a net loss of 30.32 million yuan [1]. - The company confirmed that its current operational situation is normal, with no significant changes in the internal or external business environment [3]. Group 2: Business Development - Furui Co., Ltd. has been engaged in the production and sales of household textiles, primarily focusing on mid-to-high-end towel and decorative fabric products, while also actively pursuing opportunities in the rapidly growing global new energy materials sector [3]. - The company is expanding its lithium battery electrolyte additive business through its subsidiary, focusing on the production of chlorinated ethylene carbonate (CEC) and vinyl carbonate (VC) products, establishing a full industry chain development model [4]. - The VC refining and synthesis projects have been fully operational, achieving an annual production capacity of 10,000 tons, with a focus on efficient raw material utilization and cost reduction [4].