1月14日，保立佳涨0.87%，截至发稿，报15.11元/股，成交2855.11万元，换手率2.80%，总市值21.01亿 元。保立佳股价已经连续5天上涨，区间累计涨幅5.08%。 数据显示，工银瑞信基金旗下1只基金重仓保立佳。工银聚享混合A（011729）三季度持有股数5.46万 股，占基金净值比例为0.18%，位居第三大重仓股。根据测算，今日浮盈赚取约7100.6元。连续5天上涨 期间浮盈赚取3.99万元。 工银聚享混合A（011729）成立日期2021年8月24日，最新规模1.22亿。今年以来收益2.47%，同类排名 5432/8838；近一年收益36.94%，同类排名3757/8089；成立以来收益32.37%。 工银聚享混合A（011729）基金经理为焦文龙、何顺。 截至发稿，焦文龙累计任职时间10年245天，现任基金资产总规模85.48亿元，任职期间最佳基金回报 60.38%， 任职期间最差基金回报-89.78%。 资料显示，上海保立佳化工股份有限公司位于上海市闵行区中春路1288号33幢，成立日期2001年8月24 日，上市日期2021年7月30日，公司主营业务涉及主要从事水性丙烯酸乳液的研发、 ...

数据显示，中信保诚基金旗下1只基金位居保立佳十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数61.86万股，占流通股的比例为0.91%。根据测算，今日 浮盈赚取约8.04万元。连续5天上涨期间浮盈赚取45.16万元。 1月14日，保立佳涨0.87%，截至发稿，报15.11元/股，成交2855.11万元，换手率2.80%，总市值21.01亿 元。保立佳股价已经连续5天上涨，区间累计涨幅5.08%。 资料显示，上海保立佳化工股份有限公司位于上海市闵行区中春路1288号33幢，成立日期2001年8月24 日，上市日期2021年7月30日，公司主营业务涉及主要从事水性丙烯酸乳液的研发、生产和销售业务。 主营业务收入构成为：建筑乳液54.83%，防水乳液18.05%，包装乳液9.87%，助剂及其他8.69%，纺织 乳液8.57%。 从保立佳十大流通股东角度 截至发稿，王颖累计任职时间8年335天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 70.08%， 任职期间最差基金回报-8.42%。 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 ...

Core Viewpoint - The stock of Baolijia has shown a slight increase of 2.08% since the beginning of the year, with a current market value of 2.044 billion yuan, indicating a stable performance in the chemical industry despite a decrease in revenue [1] Group 1: Company Overview - Baolijia Chemical Co., Ltd. is located in Minhang District, Shanghai, and was established on August 24, 2001, with its stock listed on July 30, 2021 [1] - The company primarily engages in the research, production, and sales of water-based acrylic emulsions, with its main business revenue composition being: construction emulsions 54.83%, waterproof emulsions 18.05%, packaging emulsions 9.87%, additives and others 8.69%, and textile emulsions 8.57% [1] Group 2: Financial Performance - For the period from January to September 2025, Baolijia achieved an operating income of 1.382 billion yuan, a year-on-year decrease of 18.35%, while the net profit attributable to shareholders increased by 110.21% to 7.0846 million yuan [1] - Since its A-share listing, Baolijia has distributed a total of 5.4705 million yuan in dividends, with no dividends paid in the last three years [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Baolijia was 7,078, a decrease of 6.75% from the previous period, with an average of 9,606 circulating shares per person, an increase of 7.23% [1] - Notable new institutional shareholders include Huaxia Zhisheng Pioneer Stock (LOF) A, holding 669,400 shares, and CITIC Prudential Multi-Strategy Mixed (LOF) A, holding 618,600 shares, both ranking among the top ten circulating shareholders [2]

慧正资讯，近日，眉山市彭山区人民政府发布的一则环评公示，将罗斯夫（眉山）新材料有限公司的新项目推至公众视野。这个占地43亩、规划年产13万 吨水性丙烯酸乳液、8000吨聚氨酯热熔胶及2.7万吨水性工业树脂的项目，总建筑面积达18000平方米，从生产车间到废水废气处理设施一应俱全。 在2025年欧洲多家化工厂因成本高企接连关闭、化工行业整体承压的背景下，罗斯夫的这一动作，并非孤立的产能落子，而是其全国生产网络布局的关键 一环。 罗斯夫的全国布局早已迈开脚步。2023年12月，安徽明光年产20万吨水性丙烯酸乳液项目正式投产，作为其全球第四个生产基地，标志着罗斯夫深耕中国 市场的战略进一步落地。 进入2025年，布局节奏持续加快：总投资12亿元的广东高性能环保丙烯酸乳液项目公示，规划年产15万吨环保乳液；佛山三水基地占地40亩，同样瞄准13 万吨水性丙烯酸乳液等产能目标，年产值有望突破10亿元。 加上加速建设的山东基地与此次公示的眉山项目，罗斯夫覆盖华东、华北、西南、华南的"菱形制造网络"已现雏形，总产能即将突破50万吨，稳步跻身行 业第一梯队。 这张不断织密的生产网络，正释放出强大的供应链韧性。对于立邦、三棵树等 ...

Core Insights - The company has launched a series of innovative initiatives, including the first Asia-Pacific Innovation Summit and collaborations with Zhejiang Fulei New Materials to promote sustainable coating materials [1][3] - Despite challenges in the coatings industry, the company continues to invest and achieve growth above market levels, particularly in specific areas such as water-based coatings and alternatives to PTFE [2][3] - Sustainability is a key theme for the company, with new product innovations aimed at providing high-performance, sustainable coating options for various applications [3][4] - The company is committed to expanding its presence in the Asia-Pacific market, with new innovation centers and increased local production capabilities [4] Group 1 - The company hosted its first Asia-Pacific Innovation Summit, showcasing several cutting-edge technologies for the region [1] - A memorandum of understanding was signed with Zhejiang Fulei New Materials to jointly develop innovative sustainable coating materials [1][3] - The company is expanding its production capacity at its Shanghai Songjiang facility [1] Group 2 - The coatings industry faced significant challenges in 2025, but the company has maintained a strong commitment to investment and has outperformed the market [2] - Key growth opportunities identified include water-based coatings and non-PTFE surface modifiers, which are in high demand globally [2] - The company is focusing on specialty resins and sustainable packaging solutions as areas of growth [2] Group 3 - Sustainability is a critical focus, with new water-based acrylic emulsions introduced for food and packaging applications [3] - The company’s products are locally produced and comply with major food contact regulations, supporting both environmental and functional goals [3] - The Lanco surface modifier series and non-PTFE alternatives provide excellent surface protection while promoting sustainability [3] Group 4 - The company has established a Southeast Asia Innovation Center in Singapore and opened a new office in Jakarta [4] - There is a focus on enhancing local production capabilities for medical-grade thermoplastic polyurethane (TPU) in Shanghai [4] - The company emphasizes the integration of innovation and sustainability to meet local customer needs and regulatory requirements [4]

Core Viewpoint - The fine chemical industry cluster in Dongzhi County, Chizhou City, Anhui Province, has successfully positioned itself as a key driver of high-quality county-level economic development through "chain development," "emerging technological upgrades," and "innovation-driven" strategies, aiming for significant advancements by 2025 [1] Group 1: Industry Development - The Dongzhi County fine chemical industry cluster has been recognized as a key cultivation area for distinctive manufacturing industries in the province by 2025, emphasizing green, low-carbon, and digital transformation [1] - The cluster has attracted 49 enterprises, with an average annual fixed asset investment growth rate exceeding 30%, and a leading industry concentration of over 90% [4] - The cluster has established a comprehensive industrial ecosystem, with major players like Huatai Chemical leading the way and fostering the establishment of upstream and downstream enterprises [2][4] Group 2: Technological Upgrades - Huatai Chemical is investing 1.8 billion yuan in two major technological upgrade projects, which will significantly enhance energy efficiency and reduce emissions [5] - The company has implemented energy-saving and environmentally friendly technologies, achieving a carbon conversion rate and thermal efficiency that are among the industry's best [5] - The county has seen a total of 63 technological upgrade projects implemented by industrial enterprises from January to October this year, with an investment growth of 8.2% [6] Group 3: Innovation and Competitiveness - Innovation is identified as the core competitiveness of the industrial cluster, with the county promoting collaboration and circular transformation to enhance innovation capabilities [8] - The cluster has achieved significant results in innovation, with 49 large-scale enterprises in the fine chemical new materials sector and multiple national-level innovation recognitions [10] - The county aims to accelerate the digital and green transformation of industries, focusing on market logic, capital strength, platform thinking, and ecological concepts [10]

11月24日，保立佳涨5.07%，截至发稿，报15.13元/股，成交3861.54万元，换手率3.85%，总市值21.04 亿元。 资料显示，上海保立佳化工股份有限公司位于上海市闵行区中春路1288号33幢，成立日期2001年8月24 日，上市日期2021年7月30日，公司主营业务涉及主要从事水性丙烯酸乳液的研发、生产和销售业务。 主营业务收入构成为：建筑乳液54.83%，防水乳液18.05%，包装乳液9.87%，助剂及其他8.69%，纺织 乳液8.57%。 从保立佳十大流通股东角度 数据显示，中信保诚基金旗下1只基金位居保立佳十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数61.86万股，占流通股的比例为0.91%。根据测算，今日 浮盈赚取约45.16万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模11.33亿。今年以来收益 40.98%，同类排名937/8209；近一年收益38.38%，同类排名886/8129；成立以来收益138.72%。 中信保诚多策略混合(LOF)A（165531）基金经理为王颖。 截至发稿，王 ...

Core Viewpoint - The company Baolijia has shown mixed financial performance, with a significant decrease in revenue but a notable increase in net profit, indicating potential operational efficiency improvements despite declining sales [2]. Financing and Trading Activity - On November 12, Baolijia's stock price increased by 0.62%, with a trading volume of 29.33 million yuan. The financing buy-in amount was 2.18 million yuan, while the financing repayment was 3.48 million yuan, resulting in a net financing outflow of 1.30 million yuan [1]. - As of November 12, the total financing and securities lending balance for Baolijia was 26.80 million yuan, with the financing balance accounting for 1.19% of the circulating market value, indicating a high level compared to the past year [1]. - The company had no securities lending activity on November 12, with a remaining quantity of 100 shares and a securities lending balance of 1,615 yuan, also reflecting a high level compared to the past year [1]. Business Performance - For the period from January to September 2025, Baolijia reported operating revenue of 1.38 billion yuan, a year-on-year decrease of 18.35%. However, the net profit attributable to shareholders increased by 110.21% to 7.08 million yuan [2]. - The company's main business revenue composition includes construction emulsions (54.83%), waterproof emulsions (18.05%), packaging emulsions (9.87%), additives and others (8.69%), and textile emulsions (8.57%) [1]. Shareholder and Institutional Holdings - As of September 30, 2025, Baolijia had 7,078 shareholders, a decrease of 6.75% from the previous period, with an average of 9,606 circulating shares per person, an increase of 7.23% [2]. - New institutional shareholders include Huaxia Zhisheng Pioneer Stock (LOF) A, holding 669,400 shares, and CITIC Prudential Multi-Strategy Mixed (LOF) A, holding 618,600 shares, both entering the top ten circulating shareholders [3].

Core Viewpoint - The stock of Baolijia experienced a decline of 2.14% on October 29, 2023, with a current price of 15.11 CNY per share, reflecting a market capitalization of 2.101 billion CNY. Despite this, the stock has seen a year-to-date increase of 46.56% [1]. Company Overview - Baolijia Chemical Co., Ltd. is located in Minhang District, Shanghai, and was established on August 24, 2001. The company was listed on July 30, 2021, and primarily engages in the research, production, and sales of water-based acrylic emulsions [1]. - The revenue composition of Baolijia includes: construction emulsions (54.83%), waterproof emulsions (18.05%), packaging emulsions (9.87%), additives and others (8.69%), and textile emulsions (8.57%) [1]. Stock Performance - As of October 29, 2023, Baolijia's stock has shown a slight increase of 0.07% over the last five trading days, a 7.77% increase over the last 20 days, and a 7.47% increase over the last 60 days [1]. - The number of shareholders as of June 30, 2023, was 7,590, an increase of 54.99% from the previous period, while the average circulating shares per person decreased by 35.47% to 8,958 shares [1]. Financial Performance - For the period from January to June 2025, Baolijia reported a revenue of 926 million CNY, a year-on-year decrease of 17.23%. However, the net profit attributable to shareholders increased by 136.26% to 8.5864 million CNY [1]. - Since its A-share listing, Baolijia has distributed a total of 5.4705 million CNY in dividends, with no dividends paid in the last three years [2]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, the Noan Multi-Strategy Mixed A fund (320016) is the fifth largest shareholder, holding 828,100 shares as a new investor [2].

Core Viewpoint - The company Baolijia experienced a decline in stock price by 3.16% on October 9, with a trading volume of 47.61 million yuan, indicating potential market volatility and investor sentiment concerns [1]. Financing Summary - On October 9, Baolijia had a financing buy-in amount of 3.85 million yuan, with a net financing purchase of 2.13 million yuan after repayments [1]. - The total financing and securities balance reached 34.07 million yuan, accounting for 1.70% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - The company had no short-selling activity on October 9, with a short-selling balance of 1,439 yuan, also above the 80th percentile of the past year [1]. Business Performance - As of June 30, Baolijia reported a total revenue of 926 million yuan for the first half of 2025, reflecting a year-on-year decrease of 17.23% [2]. - The net profit attributable to shareholders was 8.59 million yuan, showing a significant year-on-year increase of 136.26% [2]. - The company’s main business revenue composition includes construction emulsions (54.83%), waterproof emulsions (18.05%), packaging emulsions (9.87%), additives and others (8.69%), and textile emulsions (8.57%) [1]. Shareholder Information - As of June 30, 2025, the number of Baolijia shareholders increased to 7,590, a rise of 54.99% from the previous period [2]. - The average circulating shares per person decreased by 35.47% to 8,958 shares [2]. - The company has distributed a total of 5.47 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3].