DFD(002407)
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新能源需求高景气,化工行业供需格局将迎好转!化工ETF天弘(159133)昨日资金申购超2100万份,盘中交易价格连续3天创上市以来新高!
Sou Hu Cai Jing· 2025-12-25 01:29
Group 1 - The chemical ETF Tianhong (159133) has reached a new high in trading price for three consecutive days, with a turnover rate of 6.45% and a transaction volume of 35.77 million yuan [1] - The underlying index, the CSI Sub-Industry Chemical Theme Index (000813), has increased by 1.55%, with constituent stocks such as Hengyi Petrochemical (000703) rising by 9.24%, Shengquan Group (605589) by 5.37%, and Luxi Chemical (000830) by 5.24% [1] - The Tianhong chemical ETF has seen significant capital inflow, with a single-day subscription of 21.5 million units, bringing its total size to 563 million yuan, a record high since its inception [1] Group 2 - Lianhong Xinke has successfully launched its 1.3 million tons/year MTO and 200,000 tons/year EVA plants, producing qualified products as of December 10, and its 4,000 tons/year lithium battery additive VC plant on December 22 [2] - The lithium battery electrolyte industry is experiencing accelerated growth due to the continuous increase in the electric vehicle market and the explosive demand for energy storage [2] - According to Everbright Securities, the chemical industry is entering a peak period for new capacity, but the actual peak has passed, leading to a reduction in capital expenditure and an improvement in supply-demand dynamics [2]
锂电挺价+产能出清,化工ETF(516020)午后猛拉飙涨1.81%!主力资金狂涌369亿布局景气反转
Xin Lang Cai Jing· 2025-12-24 14:09
Group 1 - The chemical sector showed strong performance today, with the chemical ETF (516020) closing up 1.81% after a volatile session [1][11] - Notable stocks included Hengyi Petrochemical, which surged by 9.24%, and several others like Shengquan Group and Luxi Chemical, which rose over 5% [1][11] - The chemical ETF's underlying index has recorded a year-to-date increase of 34.27%, significantly outperforming major indices like the Shanghai Composite Index (17.58%) and the CSI 300 Index (17.77%) [12][13] Group 2 - The basic chemical sector has attracted substantial capital inflow, with a net inflow of 79.67 billion yuan today, ranking sixth among 30 major sectors [4][14] - Over the past five days, the sector saw a total net inflow of 369.22 billion yuan, leading all sectors [4][14] Group 3 - The lithium industry is experiencing a recovery, with rising prices for lithium carbonate futures and optimistic market expectations for future prices [5][16] - The chemical sector is currently viewed as having a favorable valuation, with the chemical ETF's underlying index trading at a price-to-book ratio of 2.48, which is relatively low compared to historical levels [6][16] Group 4 - Looking ahead, the chemical industry is expected to face a contraction in capital expenditure, which may lead to a supply reduction and increased demand due to policy support and economic conditions [7][17] - The "anti-involution" trend is anticipated to lead to a reevaluation of the Chinese chemical industry, potentially resulting in higher dividend yields and improved market conditions for chemical stocks [8][18] Group 5 - The chemical ETF (516020) provides an efficient way to invest in the sector, with nearly 50% of its holdings in large-cap leading stocks, allowing investors to capitalize on strong market trends [8][18]
多氟多:公司六氟磷酸锂现有产能6万吨/年左右
Zheng Quan Ri Bao Wang· 2025-12-24 12:45
证券日报网讯12月24日,多氟多(002407)在互动平台回答投资者提问时表示,公司六氟磷酸锂现有产 能6万吨/年左右,扩产节奏根据市场实际需求做动态调整;根据规划,明年年底电池板块产能预计达到 50GWh,计划出货30GWh左右,具体收入情况由产品销售量和市场价格决定;公司各业务板块详细介 绍,请参阅公司年报相关章节。 ...
多氟多:已形成独到的闭环生产体系
Zheng Quan Ri Bao· 2025-12-24 12:40
证券日报网讯 12月24日,多氟多在互动平台回答投资者提问时表示,六氟磷酸锂的生产涉及复杂的工 艺流程,不同企业在技术路线、生产规模及精益化管理水平上存在差异,因此具体原材料单耗数据属于 企业核心工艺参数。多氟多作为全球晶体六氟磷酸锂行业头部企业,通过持续的技术迭代与工艺创新, 已形成独到的闭环生产体系,在原料利用率、能量回收及副产物循环利用等方面达到行业先进水平,单 位产品原料消耗低于行业平均,具备全产业链成本竞争优势。 (文章来源:证券日报) ...
多氟多:公司不存在应披露而未披露的重大信息
Zheng Quan Ri Bao· 2025-12-24 12:12
证券日报网讯 12月24日,多氟多在互动平台回答投资者提问时表示,公司不存在应披露而未披露的重 大信息。 (文章来源:证券日报) ...
89只A股筹码大换手(12月24日)





Zheng Quan Shi Bao Wang· 2025-12-24 12:08
Market Overview - As of December 24, the Shanghai Composite Index closed at 3940.95 points, up by 20.97 points, representing a 0.53% increase [1] - The Shenzhen Component Index closed at 13486.42 points, up by 117.43 points, with a 0.88% increase [1] - The ChiNext Index closed at 3229.58 points, up by 24.57 points, reflecting a 0.77% increase [1] Stock Performance - A total of 89 A-shares had a turnover rate exceeding 20%, with six stocks, including C Jianxin and C Nabai Chuan, having turnover rates above 50% [1] - C Jianxin (688805) had a closing price of 58.12 yuan and a turnover rate of 77.25%, with a significant increase of 212.81% [1] - C Nabai Chuan (301667) closed at 82.73 yuan, with a turnover rate of 67.98%, but experienced a decline of 28.06% [1] - C Xihua (603248) closed at 26.01 yuan, with a turnover rate of 57.63%, and a decrease of 29.34% [1] - C Tiansu (301449) closed at 75.83 yuan, with a turnover rate of 54.69%, down by 24.93% [1] - Other notable stocks include C Youxun (688807) with a closing price of 231.60 yuan and a turnover rate of 50.23%, up by 14.03% [1] Additional Notable Stocks - Huazhong Cable (001208) closed at 21.05 yuan with a turnover rate of 49.18%, up by 6.10% [1] - Guangdao Tui (920680) closed at 1.32 yuan, with a turnover rate of 46.41%, and an increase of 29.41% [1] - Tongyu Communication (002792) closed at 34.71 yuan, with a turnover rate of 42.86%, up by 6.31% [1] - Shennong Agriculture (300189) closed at 7.90 yuan, with a turnover rate of 41.35%, up by 1.41% [1]
多氟多:公司六氟磷酸锂现有产能6万吨/年左右,明年年底电池板块产能预计达到50GWh
Mei Ri Jing Ji Xin Wen· 2025-12-24 11:43
(文章来源:每日经济新闻) 多氟多(002407.SZ)12月24日在投资者互动平台表示,公司六氟磷酸锂现有产能6万吨/年左右,扩产 节奏根据市场实际需求做动态调整;根据规划,明年年底电池板块产能预计达到50GWh,计划出货 30GWh左右,具体收入情况由产品销售量和市场价格决定;公司各业务板块详细介绍,请您参阅公司 年报相关章节。 每经AI快讯,有投资者在投资者互动平台提问:公司明年扩产后,六氟磷酸锂年产能是多少,一吨的 生产成本是多少? 明年扩产后电池的出货量是多少GWh,能带来的收入是多少? 公司还有其他业务可 以披露吗? ...
多氟多:对明年六氟磷酸锂产品的供需及价格预期较乐观
Zheng Quan Shi Bao Wang· 2025-12-24 08:39
人民财讯12月24日电,多氟多(002407)12月24日在互动平台表示,公司对明年六氟磷酸锂产品的供需 及价格预期较乐观。 ...
多氟多:明年年底电池板块产能预计达到50GWh 计划出货30GWh左右
Xin Lang Cai Jing· 2025-12-24 08:29
Group 1 - The core viewpoint of the article is that the company, 多氟多, is adjusting its production capacity of lithium hexafluorophosphate based on market demand, with a current capacity of approximately 60,000 tons per year [1] - The company plans to expand its battery segment capacity to 50 GWh by the end of next year, with an expected shipment of around 30 GWh [1] - Revenue from the battery segment will be determined by product sales volume and market prices [1]
多氟多(002407.SZ):公司的硼基材料可以应用于核工业、制药等细分领域
Ge Long Hui· 2025-12-24 08:16
Group 1 - The core viewpoint of the article is that the company, 多氟多, has indicated that its boron-based materials can be applied in niche sectors such as the nuclear industry and pharmaceuticals [1]