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北交所策略专题报告:开源证券海洋经济迎来新机遇,关注北交所化工材料利通科技、科隆新材等
KAIYUAN SECURITIES· 2025-07-06 14:13
Group 1 - The report highlights the new opportunities in the domestic marine economy, emphasizing the need for high-quality development and increased policy support to encourage social capital participation [3][11][13] - The marine economy's gross production value is projected to reach 10,543.8 billion yuan in 2024, reflecting a growth of 5.9% compared to 2023, which is 0.9 percentage points higher than the overall GDP growth [11][13] - The chemical new materials sector is identified as a crucial support for strategic emerging industries, with companies like Litong Technology and Kolong New Materials involved in marine applications such as offshore oil extraction and shipbuilding [3][13][15] Group 2 - The North Exchange's chemical new materials industry experienced a decline of 2.49% this week, with the overall performance of the sector being weak compared to other industries [4][19][22] - Key stocks in the chemical new materials sector include Minshida, which saw an increase of 7.15%, and Kangpu Chemical, which rose by 1.02% [21][25] - The report notes that the chemical product prices have shown mixed trends, with Brent crude oil prices increasing by 0.8% while MDI prices decreased by 1.5% [27][32]