龙虎榜机构热股 今天机构龙虎榜上榜37只个股，净买入9只，净卖出28只。当日机构买入最多的个股前三位是：昂利康（1.15亿）、飞亚达（3日6919万）、新恒汇（4541 万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | | | --- | --- | --- | --- | | 昂利康 002940.SZ | +10.00% | 4/3 | +1 | | 飞亚达 000026.SZ | +9.99% | 3/2 | +69 | | 3日 | | | | | +45 | | --- | | 3/0 | | -5.43% | | 新恒汇 301678.SZ | 昂利康 龙虎榜显示，7家机构净买入1.15亿。 公司7月1日发布异动公告称，公司目前在研的创新药项目仅有一个，系ALK-N001项目，该项目于2025年4月获得药物临床试验批准通知书，截至本公告披 露日，该项目尚处于I期临床试验阶段。 昂利康以前公告称，昂利康进一步公告称，国家药监局同意ALK-N001开展晚期实体瘤的临床试验。临床前研究结果显示，注射用ALK-N001在多种不同肿 瘤模型中对肿瘤有明显的抑制作用，且具有良好的安全性，是一款极具创新 ...

与会专家表示，我国虽为全球有机硅生产和消费大国，但在高性能和特种有机硅材料方面存在明显短 板。面对国际形势变化、供应链重塑和市场竞争加剧，应扬长避短、加强国际合作、推动产业升级。 山东大学教授朱庆增表示，高校应加强与企业的产学研合作，培养更多有机硅专业人才，为行业创新提 供智力支持。江西蓝星星火有机硅有限公司生产运营副总监廖立也表示，行业需加大研发投入，突破关 键技术，建立自身优势和特色，直面新形势下有机硅行业的挑战与机遇。 中化新网讯 6月19日，2025第三届有机硅技术与应用创新论坛在上海举办。会议围绕"百年变局 企而望 硅"主题，聚焦"硅基新能源+硅基新材料"的技术与应用创新思路，业界专家共同探讨有机硅行业的创新 发展之路。 中国电科院高电压试验室主任邓禹指出，创新思维变通促进产业融合，有机硅与新兴产业的融合是大势 所趋。在此背景下，他对有机硅行业发展提出两点建议：一是强化产业链沟通。因终端应用场景差异 大，通用型有机硅难满足特定需求，如电力硅橡胶更看重阻燃、电蚀等电气指标。发展"定制化"专用型 产品需上下游深度协作，去年开展的"新型电力系统与有机硅"产业共链行动，正是为搭建沟通桥梁、提 供适配产品。二 ...

在当今快速发展的工业领域,技术创新已成为推动企业发展的核心动力。深圳市雄裕橡胶五金制品有限 公司在副总经理杨悦的带领下,通过引入机器学习技术,成功优化了硅橡胶生产过程,显著提高了生产效率 和产品质量,成为行业的典范。 一、背景介绍 雄裕公司作为一家专注于硅橡胶制品研发和生产的高新技术企业,始终致力于通过技术创新提升产品竞 争力。近年来,随着人工智能和机器学习技术的飞速发展,杨悦敏锐地意识到这些前沿技术在传统制造业 中的巨大潜力,决定将其引入硅橡胶生产领域。 二、技术创新:机器学习在硅橡胶生产中的应用 杨悦带领技术团队,经过深入研究和反复试验,成功开发了一套基于机器学习的智能生产系统。该系统通 过收集和分析生产过程中的大量数据,实现了对生产参数的实时优化和精准控制。 在硅橡胶生产过程中,涉及众多复杂的工艺参数,如温度、压力、原材料配比等。传统生产方式中,这些参 数主要依赖人工经验和定期检测进行调整,不仅效率低下,而且难以保证产品质量的稳定性。杨悦团队引 入了先进的传感器技术,实时采集生产过程中的各项数据,并通过机器学习算法进行深度分析。系统能够 自动识别影响产品质量的关键因素,并预测潜在的生产问题,从而实现提前 ...

今年1月，工业和信息化部最新公布的2024年度绿色制造名单中，衢州高新技术产业开发区（衢州 智造新城）成功入选国家级绿色工业园区。缘何花落衢州智造新城？答案在于其构建的绿色循环发展新 格局。 一直以来，生态是衢州最大的优势和区域核心竞争力。作为国家级经济技术开发区和国家高新技术 产业开发区"双区叠加"的发展平台，衢州智造新城聚焦新材料、新能源、集成电路、高端装备及生命健 康等"5+X"主导产业，持续完善绿色标准体系，推动资源高效循环利用，深度践行绿色发展理念，是四 省边际最具发展活力、发展潜力和投资价值的产业高地。 如今，智造新城坚持高端化、绿色化、集约化发展路径，聚力构建现代化产业体系，推动经济能级 持续跃升，释放出澎湃的绿色动能，引领衢州智造新城在更高质量、更可持续的发展道路上阔步前行。 技改释放绿色动能 企业是经济的细胞。衢州智造新城推动工业经济向绿色低碳迈进的核心点在于——如何让企业既保 持活力又健康绿色？ 自2019年起，衢州元立金属制品有限公司（以下简称"元立公司"）投资20多亿元，聚焦提升产能、 降低成本、推动技术改造和加强环保措施等方面，推进全链条超低排放改造工作。到2024年，元立公司 颗粒 ...

Core Insights - The organic silicone pressure-sensitive adhesive market in China has historically been dominated by international giants, leading to a high dependency on imports. However, recent advancements in domestic R&D and technology have allowed for the development of products with independent intellectual property rights, gradually achieving import substitution [1][11][15]. Industry Overview - Organic silicone pressure-sensitive adhesives are polymer-based adhesives that exhibit permanent adhesion after curing, with excellent properties such as weather resistance, skin-friendliness, moisture resistance, UV resistance, electrical insulation, and easy peeling [3][5]. - The market for organic silicone pressure-sensitive adhesives is expected to grow, with production projected to reach 260,000 tons by 2024, reflecting an 8.33% year-on-year increase [1][11]. Market Size and Growth - The market size for organic silicone pressure-sensitive adhesives in China was approximately 2.628 billion yuan in 2018, and it is expected to grow to 3.858 billion yuan by 2024, with a compound annual growth rate (CAGR) of 6.6% [13]. Competitive Landscape - Foreign companies like Mitsui Chemicals and Wacker Chemie hold significant advantages in technology, branding, and market channels. Domestic companies such as Silbond Technology, Kangde Xin, and Shanghai Jinghua are gradually increasing their market share by improving product quality and leveraging local advantages [15][17]. Industry Chain - The upstream of the organic silicone pressure-sensitive adhesive industry includes raw materials such as silicone rubber, MQ resin, organic solvents, and additives. The downstream applications span various sectors, including automotive, aerospace, construction, and consumer electronics [7][9]. Development Trends - The future of the industry is expected to focus on solvent-free, low-energy radiation-crosslinked organic silicone pressure-sensitive adhesives, particularly electron beam crosslinked types, which are environmentally friendly and energy-efficient [22]. - The pace of domestic substitution is anticipated to accelerate, especially in high-end products, as companies increase R&D investments and achieve greater technological independence [23].

Core Viewpoint - The company, Suzhou Beteli High Polymer Materials Co., Ltd., has officially submitted its IPO application to the Shenzhen Stock Exchange, aiming to raise funds for strategic projects and enhance its market position in the electronic materials and chemical new materials sectors [1][4]. Group 1: Company Overview - Beteli is a customer-oriented new materials enterprise focused on innovative research and development, specializing in electronic materials and chemical new materials [1]. - The company's product range includes conductive materials, silicone materials, and coating materials, with applications in photovoltaic, 3C electronics, silicone deep processing, electronic packaging, medical, and new energy vehicle sectors [1]. - Major clients in the 3C electronics sector include Lenovo, Huawei, and Xiaomi, while in the electronic packaging sector, key customers include Mulinsen and Zhaochi [1]. Group 2: Financial Performance - For the years 2022 to 2024, Beteli's projected revenues are approximately 635 million yuan, 2.273 billion yuan, and 2.521 billion yuan, with corresponding net profits of about 16.53 million yuan, 85.63 million yuan, and 97.50 million yuan [1]. - In 2023, the company's net profit attributable to shareholders increased significantly by 71.22 million yuan, a growth rate of 547.13%, primarily driven by a gross profit increase of 104.62 million yuan [2]. - The revenue growth in 2023 was led by the conductive materials segment, which saw a revenue surge of 1.536 billion yuan, while silicone materials grew by 88.92 million yuan [2]. Group 3: IPO and Fund Utilization - Beteli plans to raise 792 million yuan through its IPO to invest in projects including the annual production of 500 tons of special conductive materials, expansion of its Dongguan facility, and the establishment of a research and marketing center in Wuxi [3][4]. - The investment projects are closely aligned with the company's core business and aim to enhance technological advantages and industry upgrades, focusing on innovation in electronic materials and chemical new materials [4]. - The special conductive materials project aims to expand into low-temperature photovoltaic slurry production, while the Dongguan expansion will focus on high-end silicone product development [4].

中化新网讯 近期，有机硅市场经历"断崖式"下跌。硅产业绿色发展联盟(SAGSI)统计的数据显示，6月 中旬有机硅核心产品DMC报价跌破1.05万元(吨价，下同)，较2021年9月高点跌幅约83%，今年以来累 计下跌超23%；107胶、生胶等产品价格跌幅也超过10%。当前，成交均价已跌破成本线，行业普遍陷 入亏损困境。 业内人士认为，此次有机硅行业的核心矛盾在于供给增速远超需求。据SAGSI统计，2024年中国有机硅 中间体产量达253.3万吨，同比增长20.4%；而需求仅为219.1万吨，同比增长18.4%。今年一季度，有机 硅中间体产量为61.7万吨，同比增长20%；需求为50.7万吨，同比增长20.8%。 此外，贸易摩擦也给有机硅产业带来了冲击。美国对有机硅制品加征关税，导致中国普通硅橡胶制品出 口成本上升15%～20%，直接冲击年贸易额22.8亿美元的中美市场，导致下游制品企业面临压力。 长期来看，行业转型要聚焦高端化与新兴领域。例如，医疗个护、光伏胶膜、新能源汽车密封件等领域 需求年均增速超15%；超高压电网、3D打印、5G设备等新兴场景成为增长突破口，成为企业纷纷布局 高端产能，试图通过产品结构升级 ...

Group 1 - The core viewpoint of the article emphasizes the diversity and wide application of silicone products, particularly polysiloxane, which includes silicone rubber, silicone oil, and silicone resin. In 2022, silicone rubber accounted for approximately 70% of polysiloxane consumption in China, with room temperature and high-temperature adhesives being the main varieties [1][10][12]. - The main application areas for polysiloxane in China in 2022 were electronics (21.2%), power/new energy (17.3%), construction (16.3%), textiles (9.5%), and medical/personal care (8.7%) [1][16][18]. Group 2 - The supply-demand structure of the silicone industry is expected to improve, with limited new production capacity anticipated in the future. The overall supply is currently exceeding demand, leading to price pressure. However, the demand for silicone products has been robust, with a projected apparent consumption of 1.82 million tons in 2024, representing a year-on-year growth of 20.9% [2][3][64]. - The export scale of silicone products from China has shown an overall growth trend, with an expected export of 550,000 tons of primary polysiloxane in 2024, and a compound annual growth rate of approximately 14.3% from 2017 to 2024 [3][64]. Group 3 - The article suggests that the silicone industry is likely to see a recovery in its overall prosperity due to the anticipated growth in both domestic and international demand, while supply expansion is expected to approach its limits. This is expected to lead to a gradual increase in the industry's operating rate [3][64]. - The current profitability of silicone intermediates is at a historical low, but there is an expectation for gradual recovery in the industry's prosperity in the future [3][64]. Group 4 - Investment recommendations highlight the diverse range of silicone products and their wide applications, with the supply side expected to see limited new capacity while the demand side is anticipated to maintain rapid growth, leading to a potential recovery in industry prosperity [4].

■ 签署日期： 年 月 日 证券代码：002388 证券简称：ST新亚（维权） 公告编号：2025-040 新亚制程（浙江）股份有限公司 关于为子公司申请银行授信提供担保的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假记载、误导性陈述或者重 大遗漏承担责任。 特别提示： 新亚制程（浙江）股份有限公司（以下简称"公司"或"本公司"）本次担保是公司对合并报表范围内的下 属子公司进行的担保，本次被担保对象资产负债率低于70%。本担保事项主要用于上述公司向银行授信 或满足其业务发展需要，风险可控，敬请投资者充分关注担保风险。 一、担保情况概述 （一）本次担保基本情况 为满足日常经营发展需要，公司全资子公司深圳市新亚新材料有限公司（以下简称"新亚新材料"）向交 通银行股份有限公司深圳分行（以下简称"交通银行"）申请银行授信1000万元，公司为该授信提供连带 责任保证。 （二）审议情况 公司于2025年4月27日和2025年5月21日分别召开了公司第六届董事会第二十六次会议及2024年度股东大 会，会议审议通过了《关于2025年度公司及下属公司申请综合授信额度暨提供担保的议案》。为满足公 司及 ...

被动去库存，难有拉动。整体而言，三大下游行业对工业硅总需求呈现下降趋势。本周工业硅仓单数量有 免责声明 工业硅产业日报 2025-06-09 所下滑，庞大的仓单数量给盘面带来了巨大的交割压力。操作上建议,中长线依旧高空思路 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 7475 | 185 主力合约持仓量(日,手) | 177592 | 16400 -736 | | | 前20名净持仓(日,手) | -37782 | -4899 广期所仓单(日,手) | 60573 | | | | 7-8月合约价差 | 0 | 25 | | | | 现货市场 | 通氧553#硅平均价(日,元/吨) | 8150 | 0 421#硅平均价(日,元/吨) | 8700 | 0 | | | Si主力合约基差(日,元/吨) | 675 | -185 DMC现货价(日 ...