Market Performance - On January 15, the three major indices showed mixed results, with the Shanghai Composite Index briefly falling below 4100 points, closing down 0.33% [1] - The Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The total trading volume in the Shanghai and Shenzhen markets approached 3 trillion yuan, significantly down by over 1 trillion yuan compared to the previous day [1] Sector Performance - The semiconductor sector strengthened in the afternoon, with stocks like Xidian Co. hitting a 20% limit up and reaching a historical high [1] - The CPO concept saw fluctuations, with stocks like Huanxu Electronics also hitting the limit up [1] - The tourism and hotel sector was active, with stocks such as Shaanxi Tourism and Zhongxin Tourism reaching their limit up [1] - The non-ferrous metals sector also saw gains, with stocks like Sichuan Gold and Luoping Zinc Electric hitting the limit up [1] - Conversely, sectors like AI applications and commercial aerospace experienced significant declines [1] Stock Highlights - A total of 55 stocks hit the limit up across the market (excluding ST and delisted stocks), with 16 stocks on consecutive limit up days [1] - Notable stocks included Bofei Electric in the chemical sector with 5 consecutive limit ups, and AI application stocks like People's Daily with 4 consecutive limit ups [1][7] - The smart grid sector saw Sanbian Technology achieving 4 limit ups over 7 days [8] Investment Insights - TSMC is expected to have capital expenditures of $52 billion to $56 billion in 2026, with a total of $40.9 billion in 2025 [9] - The State Grid Corporation of China is projected to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan, a 40% increase from the previous plan [9] - The People's Bank of China announced a reduction in the minimum down payment ratio for commercial property loans to 30% [9]

Group 1 - The chemical raw materials sector increased by 0.85% on January 15, with Sanfu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Notable gainers in the chemical raw materials sector included Sanfu Co., Ltd. with a closing price of 25.73, up 10.00%, and Jiaxian Co., Ltd. with a closing price of 20.69, up 5.67% [1] Group 2 - The chemical raw materials sector experienced a net outflow of 75.73 million yuan from institutional funds, while retail funds saw a net outflow of 272 million yuan [2] - The sector attracted a net inflow of 347 million yuan from speculative funds [2] - The trading volume and turnover for notable stocks in the sector included Sanfu Co., Ltd. with a turnover of 776 million yuan and Jiaxian Co., Ltd. with a turnover of 291 million yuan [1][2] Group 3 - Sanfu Co., Ltd. had a net inflow of 137 million yuan from institutional funds, while it experienced a net outflow of 84.35 million yuan from retail investors [3] - Other companies like Ti'an Co., Ltd. and Huaron Chemical also showed varying net inflows and outflows from different investor categories [3] - The overall trend indicates a mixed sentiment among different types of investors within the chemical raw materials sector [3]

具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 1988.97万元，卖出金额为3859.33万元，合计净卖出1870.36万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨0.86%，上榜后5日平均跌5.89%。 三孚股份(603938)今日跌停，全天换手率8.89%，成交额8.39亿元，振幅8.58%。龙虎榜数据显示，沪股 通净卖出1870.36万元，营业部席位合计净卖出1318.76万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.38%上榜，沪股通净卖出1870.36万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.58亿元，其中，买入成交额为6308.99 万元，卖出成交额为9498.10万元，合计净卖出3189.11万元。 | 营业部 | | --- | 资金流向方面，今日该股主力资金净流出7003.38万元，其中，特大单净流出3731.14万元，大单资金净 流出3272.24万元。近5日主力资金净流出9504.65万元。 | 卖三 | 国泰海通证券股份有限公司哈尔滨和兴路证券营业部 | 1499.45 | | --- | --- ...

证券之星消息，1月13日化学原料板块较上一交易日下跌0.51%，三孚股份领跌。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000691 | *ST亚太 | 9.92 | 4.97% | 12.35万 | | 1.22亿 | | 600367 | 红星发展 | 18.95 | 4.18% | 65.32万 | | 12.73亿 | | 600722 | 金牛化工 | 6.85 | 3.47% | 68.43万 | | 4.78亿 | | 600714 | 金瑞矿业 | 13.24 | 3.12% | 32.62万 | | 4.47亿 | | 603213 | 镇洋发展 | 13.61 | 3.11% | 12.52万 | | 1.72亿 | | 000830 | 鲁西化工 | 17.18 | 2.75% | 31.25万 | | 5.37亿 | | 6 ...

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The basic chemical industry index closed at 4569.80 points, up 4.21% from last week, outperforming the CSI 300 index by 2.35% [17] - Among the 25 sub-industries in the chemical sector, all showed gains, with inorganic salts, modified plastics, synthetic resins, and chlor-alkali leading the way with weekly increases of 10.92%, 9.94%, 7.87%, and 7.60% respectively [18][19] - A total of 462 stocks in the chemical sector saw 400 stocks rise (87%) and 57 stocks fall (12%) during the week [21] Summary by Relevant Sections Weekly Chemical Market Overview - The basic chemical industry index rose to 4569.80 points, marking a 4.21% increase compared to the previous week, and outperformed the CSI 300 index by 2.35% [17] - The weekly performance of 25 sub-industries showed no declines, with significant gains in inorganic salts and modified plastics [18][19] Chemical Product Price Trends - Among 380 tracked chemical products, 89 saw price increases while 70 experienced declines [24] - The top ten products with the highest price increases included lithium manganate and lithium battery electrolytes, with increases ranging from 7% to 22% [25] - Conversely, the top ten products with the largest price declines included vitamin VD3 and lithium hexafluorophosphate, with declines ranging from 4% to 13% [26] Key Chemical Sub-Industry Tracking - The polyester filament market remained stable, with average prices for POY, FDY, and DTY showing slight declines [27] - The average industry operating rate for polyester filament was approximately 88.11%, with some facilities undergoing maintenance [28] - The average processing margin for polyester products indicated a slight improvement in profitability compared to the previous week [29] Tire Industry Insights - The operating rates for the full steel tire industry decreased to 55.50%, while the semi-steel tire industry dropped to 63.78% [38] - Export volumes from major tire companies in Southeast Asia showed significant year-on-year declines [39] - The average price of styrene-butadiene rubber increased by approximately 2.45% during the week [40] Refrigerant Market Overview - The R22 refrigerant market remained weak, with prices stabilizing at low levels due to cautious market sentiment [47] - In contrast, the R134a refrigerant market continued to rise, with major producers increasing prices amid tight supply conditions [48]

Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation into imports of dichlorodihydrosilane originating from Japan, following a formal application from Tangshan Sanfu Electronic Materials Co., Ltd. [1] Group 1: Investigation Details - The anti-dumping investigation application was submitted on December 8, 2025, by Tangshan Sanfu Electronic Materials Co., Ltd. [1] - The investigation will officially commence on January 7, 2026, and will cover the dumping investigation period from July 1, 2024, to June 30, 2025 [1] - The injury investigation period will span from January 1, 2022, to June 30, 2025 [1] Group 2: Regulatory Framework - The Ministry of Commerce conducted a review based on the relevant provisions of the Anti-Dumping Regulations of the People's Republic of China [1] - The review assessed the qualifications of the applicant, the situation of the product under investigation, the impact on the domestic industry, and the conditions in the exporting country [1]

证券日报网讯 1月12日，三孚股份发布公告称，公司第五届董事会第十七次会议审议通过了《关于注销 全资子公司的议案》。公司拟注销全资子公司三孚（天津）化工科技有限公司。近日，公司收到了天津 经济技术开发区市场监督管理局发出的《登记通知书》三孚天津化工已经完成注销登记手续。三孚天津 化工将不再纳入公司合并报表范围，本次注销子公司事项不会对公司合并财务报表产生实质性影响，也 不存在损害公司及股东利益，特别是中小股东利益的情形。 （编辑 王雪儿） ...

2025年10月24日公司发布的三季报数据显示，前三季度公司共实现营业收入15.48亿元，同比增长 15.20%，实现净利润6413.56万元，同比增长26.92%。（数据宝） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.83亿元，其中，买入成交额为9963.04 万元，卖出成交额为8364.67万元，合计净买入1598.37万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 4213.43万元，卖出金额为2573.10万元，合计净买入1640.33万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨3.04%，上榜后5日平均跌2.96%。 融资融券数据显示，该股最新（1月9日）两融余额为2.01亿元，其中，融资余额为2.00亿元，融券余额 为46.77万元。近5日融资余额合计增加5887.77万元，增幅为41.69%。融券余额合计增加10.84万元，增 幅30.18%。 三孚股份(603938)今日上涨5.06%，全天换手率12.88%，成交额12.79亿元，振幅16.17%。龙虎榜数据显 示，沪股通净买入1640.33万元，营业部席位合计净卖出 ...

近日，公司收到了天津经济技术开发区市场监督管理局发出的《登记通知书》 三孚天津化工已经完成注销登记手续。 唐山三孚硅业股份有限公司 关于全资子公司完成注销的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 唐山三孚硅业股份有限公司（以下简称"公司"）第五届董事会第十七次会议 审议通过了《关于注销全资子公司的议案》。公司拟注销全资子公司三孚（天津） 化工科技有限公司（以下简称"三孚天津化工"），详情请见公司于2025年12月12 日披露的《关于注销全资子公司的公告》（公告编号：2025-060）。 证券代码：603938 证券简称：三孚股份 公告编号：2026-003 三孚天津化工将不再纳入公司合并报表范围，本次注销子公司事项不会对公司 合并财务报表产生实质性影响，也不存在损害公司及股东利益，特别是中小股东利 益的情形。 特此公告。 唐山三孚硅业股份有限公司董事会 2026年1月13日 ...

近日，公司收到了天津经济技术开发区市场监督管理局发出的《登记通知书》三孚天津化工已经完成注 销登记手续。 格隆汇1月12日丨三孚股份(603938.SH)公布，公司第五届董事会第十七次会议审议通过了《关于注销全 资子公司的议案》。公司拟注销全资子公司三孚（天津）化工科技有限公司，详情请见公司于2025年12 月12日披露的《关于注销全资子公司的公告》。 ...