黄生鹏累计任职时间1年303天，现任基金资产总规模3706.14万元，任职期间最佳基金回报53.93%， 任 职期间最差基金回报8.19%。 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，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月21日，晨化股份跌5.06%，截至发稿，报11.64元/股，成交5911.13万元，换手率3.08%，总市值 25.03亿元。 责任编辑：小浪快报 资料显示，扬州晨化新材料股份有限公司位于江苏省宝应县淮江大道999号，成立日期1995年5月12日， 上市日期2017年2月13日，公司主营业务涉及以氧化烯烃、脂肪醇、硅氧烷等为主要原料的精细化工新 材料系列产品的研发、生产和销售。主营业务收入构成为：表面活性剂81.58%，阻燃剂11.11%，硅橡 胶6.48%，其他(补充)0.83%。 从基金十大重仓股角度 数据显示，兴华基金旗下1只基金重仓晨化股份。兴华景和混合发起A（024499）三季度持有股数13.02 万股，占基金净值比例为4.17%，位居第八大重仓股。根据测算，今日浮亏损 ...

11月19日，晨化股份盘中下跌2.02%，截至10:41，报12.10元/股，成交3129.46万元，换手率1.59%，总 市值26.02亿元。 资金流向方面，主力资金净流出216.29万元，大单买入202.03万元，占比6.46%，卖出418.32万元，占比 13.37%。 晨化股份今年以来股价涨23.46%，近5个交易日涨1.00%，近20日涨6.42%，近60日跌7.49%。 资料显示，扬州晨化新材料股份有限公司位于江苏省宝应县淮江大道999号，成立日期1995年5月12日， 上市日期2017年2月13日，公司主营业务涉及以氧化烯烃、脂肪醇、硅氧烷等为主要原料的精细化工新 材料系列产品的研发、生产和销售。主营业务收入构成为：表面活性剂81.58%，阻燃剂11.11%，硅橡 胶6.48%，其他(补充)0.83%。 晨化股份所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：有机硅、电解液、 磷化工、新材料、小盘等。 截至11月10日，晨化股份股东户数1.57万，较上期增加9.03%；人均流通股10269股，较上期减少 8.28%。2025年1月-9月，晨化股份实现营业收入6.53亿元，同比 ...

南财智讯11月17日电，晨化股份在投资者关系活动中表示，此前发生火灾的阻燃剂车间已完成建筑墙面 和屋顶翻新，并正在进行技术改造升级。公司宝应生产基地属扬州市化工重点监测点，新项目需符合安 全环保等"三同时"要求，研发部门正根据市场需求持续投入新产品研发，相关信息将按披露标准及时公 告。 ...

截至发稿，崔涛累计任职时间2年162天，现任基金资产总规模1.6亿元，任职期间最佳基金回报 25.69%， 任职期间最差基金回报-6.1%。 黄生鹏累计任职时间1年295天，现任基金资产总规模3706.14万元，任职期间最佳基金回报53.93%， 任 职期间最差基金回报6.55%。 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，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，兴华基金旗下1只基金重仓晨化股份。兴华景和混合发起A（024499）三季度持有股数13.02 万股，占基金净值比例为4.17%，位居第八大重仓股。根据测算，今日浮盈赚取约7.94万元。 兴华景和混合发起A（024499）成立日期2025年6月12日，最新规模2514.21万。成立以来收益25.9%。 兴华景和混合发起A（024499）基金经理为崔涛、黄生鹏。 11月13日，晨化股份涨5.09%，截至发稿，报12.59元/股，成交9193.70万元，换手率4.63%，总市值 27.07亿元。 资料显示，扬州晨化新材料股 ...

11月6日，国际知名化工企业科莱恩全球首席执行官康睿德带着公司一众高管，来到了四川省乐山市五通桥区，他此番到来是为了一探福华化学的工业园， 特别是建设中的阻燃剂生产基地。 阻燃剂是科莱恩全球产业版图的重要一环。随着全球环保政策收紧，科莱恩已将重点放在新型无卤阻燃剂。在无卤阻燃剂的类型中，磷系阻燃剂是很多化工 企业选择的方向。 在工业园内，康睿德接受《每日经济新闻》记者（以下简称每经记者）采访时提到，此次与福华化学的合作会进一步强化其与中国市场的联系，快速响应并 开发满足中国客户需求的定制化解决方案。而科莱恩看重的正是四川本地化工企业的制造能力和创新能力。另外，乐山市具有丰富的磷矿资源，磷元素是磷 系阻燃剂不可或缺之物。 全球化工巨头在中国市场频频加大投资 6日下午，康睿德及科莱恩多名高管来到福华化学，对位于五通桥的化工产业园进行了调研。每经记者在现场看到，尽管福华化学的部分新建项目还在施工 中，但康睿德一行仍然保持浓厚兴趣，提出了涉及化工产业链的多方面问题。 福华集团董事局主席、福华化学董事长张华与康睿德一行进行了长时间的交流，双方沟通的重点就是一种创新型阻燃剂。 阻燃剂，顾名思义是能抑制或延缓材料燃烧、降低 ...

11月6日，国际知名化工企业科莱恩全球首席执行官康睿德带着公司一众高管，来到了四川省乐山市五通桥区，他此番到来是为了一探福华化学的工业园， 特别是建设中的阻燃剂生产基地。 阻燃剂是科莱恩全球产业版图的重要一环。随着全球环保政策收紧，科莱恩已将重点放在新型无卤阻燃剂。在无卤阻燃剂的类型中，磷系阻燃剂是很多化工 企业选择的方向。 在工业园内，康睿德接受《每日经济新闻》记者（以下简称每经记者）采访时提到，此次与福华化学的合作会进一步强化其与中国市场的联系，快速响应并 开发满足中国客户需求的定制化解决方案。而科莱恩看重的正是四川本地化工企业的制造能力和创新能力。另外，乐山市具有丰富的磷矿资源，磷元素是磷 系阻燃剂不可或缺之物。 康睿德（左三）一行探访工业园 每经记者 胥帅 摄 全球化工巨头在中国市场频频加大投资 6日下午，康睿德及科莱恩多名高管来到福华化学，对位于五通桥的化工产业园进行了调研。每经记者在现场看到，尽管福华化学的部分新建项目还在施工 中，但康睿德一行仍然保持浓厚兴趣，提出了涉及化工产业链的多方面问题。 福华集团董事局主席、福华化学董事长张华与康睿德一行进行了长时间的交流，双方沟通的重点就是一种创新型阻燃 ...

Core Points - Morning Chemical Co., Ltd. has seen its stock price increase by 5.9% on November 7, reaching 12.39 CNY per share, with a total market capitalization of 2.664 billion CNY [1] - The company has experienced a continuous rise in stock price for five consecutive days, accumulating a total increase of 4.19% during this period [1] - The main business of Morning Chemical includes the research, production, and sales of fine chemical new materials, with a revenue composition of 81.58% from surfactants, 11.11% from flame retardants, 6.48% from silicone rubber, and 0.83% from other products [1] Fund Holdings - Xinhua Fund has a significant holding in Morning Chemical, with its Xinhua Jinghe Mixed Initiation A fund (024499) holding 130,200 shares, accounting for 4.17% of the fund's net value, making it the eighth largest holding [2] - The fund has realized a floating profit of approximately 89,800 CNY today, with a floating profit of 61,200 CNY during the five-day increase [2] Fund Manager Performance - The Xinhua Jinghe Mixed Initiation A fund was established on June 12, 2025, with a current size of 25.1421 million CNY and a cumulative return of 25.31% since inception [3] - The fund manager, Cui Tao, has a tenure of 2 years and 156 days, with a total asset size of 160 million CNY, achieving a best return of 25.05% and a worst return of -6.1% during his tenure [3] - Co-manager Huang Shengpeng has a tenure of 1 year and 289 days, managing assets of 37.0614 million CNY, with a best return of 53.93% and a worst return of 6.01% during his tenure [3]

Core Insights - Su Li Co., Ltd. is a significant player in the domestic pesticide and flame retardant fine chemical sector, established in December 1994 and listed on the Shanghai Stock Exchange in December 2016 [1] Group 1: Business Performance - For Q3 2025, Su Li's revenue reached 2.064 billion yuan, ranking 16th out of 32 in the industry, with the industry leader, ADAMA Agricultural Solutions, reporting 21.678 billion yuan [2] - The net profit for the same period was 152 million yuan, placing the company 14th in the industry, while the top performer, Yangnong Chemical, achieved 1.056 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Su Li's debt-to-asset ratio was 39.75%, lower than the previous year's 43.91% and below the industry average of 46.06%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 21.21%, an increase from 14.21% year-on-year, though slightly below the industry average of 21.70% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 13.90% to 12,100, while the average number of shares held per shareholder increased by 16.14% to 15,100 [5] - Among the top ten circulating shareholders, the newly entered shareholder, China Merchants Quantitative Selected Stock A, held 853,200 shares [5] Group 4: Executive Compensation - The chairman, Wang Jingli, received a salary of 792,900 yuan in 2024, reflecting an increase of 11,500 yuan from 2023 [4]

Core Viewpoint - Chenhua Co., Ltd. is a significant player in the fine chemical new materials sector in China, focusing on R&D, production, and sales of related products, with a strong technical and full industry chain advantage [1] Group 1: Business Performance - For Q3 2025, Chenhua's revenue was 653 million yuan, ranking 46th out of 79 in the industry, significantly lower than the top players, China National Chemical Corporation (35.716 billion yuan) and Hangyang Co., Ltd. (11.428 billion yuan) [2] - The main business revenue composition includes surfactants at 354 million yuan (81.58%), flame retardants at 48.15 million yuan (11.11%), and silicone rubber at 28.09 million yuan (6.48%) [2] - The net profit for the same period was 52.83 million yuan, ranking 41st in the industry, also trailing behind leading companies [2] Group 2: Financial Ratios - As of Q3 2025, Chenhua's debt-to-asset ratio was 27.72%, an increase from 24.72% year-on-year, but still below the industry average of 34.74% [3] - The gross profit margin for the period was 19.87%, slightly down from 19.97% year-on-year and below the industry average of 19.93% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 0.83% to 14,600, while the average number of circulating A-shares held per account decreased by 0.82% to 11,000 [5] - The company reported a revenue of 430 million yuan for H1 2025, a year-on-year decrease of 5.6%, while the net profit increased by 34% to 52 million yuan [5] Group 4: Leadership Compensation - The chairman and general manager, Yu Zizhou, received a salary of 546,300 yuan in 2024, a slight decrease from 549,400 yuan in 2023 [4]

Core Viewpoint - Yake Technology is a leading supplier in the domestic photoresist industry, with a strong focus on electronic materials and LNG insulation materials, showing robust revenue growth and profitability in the semiconductor sector [1][2][6][7]. Financial Performance - In Q3 2025, Yake Technology reported revenue of 6.467 billion yuan, ranking 2nd in the industry, with the top competitor, Yuyuan New Materials, at 6.77 billion yuan [2]. - The company's net profit for the same period was 864 million yuan, leading the industry, with the second competitor, Jiangfeng Electronics, at 361 million yuan [2]. - The main business segments include semiconductor chemical materials and photoresists, contributing 2.113 billion yuan, accounting for 49.23% of total revenue [2]. Profitability and Debt - As of Q3 2025, Yake Technology's debt-to-asset ratio was 40.42%, up from 37.69% year-on-year, exceeding the industry average of 31.95% [3]. - The gross profit margin for the same period was 32.14%, slightly down from 32.88% year-on-year, but still above the industry average of 25.67% [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 13.91% to 61,500, while the average number of shares held per shareholder decreased by 12.21% to 5,179.65 shares [5]. - Notable changes among the top ten shareholders include a significant reduction in holdings by Hong Kong Central Clearing Limited and the entry of new shareholders like Guotai Junan's ETF [5]. Business Highlights - The company achieved a revenue growth of 31.82% year-on-year in H1 2025, with a net profit increase of 0.63% [6]. - Key growth areas include semiconductor chemical materials and photoresists, with precursor product revenue growth exceeding 30% [6][7]. - New production lines for silicon micro-powder and ongoing projects in Inner Mongolia are expected to enhance production capacity [6][7].