深圳商报·读创客户端记者 苑伟斌 近日，深圳全市上市公司总量突破600家大关，其中，境内上市公司426家，境外上市公司174家。上市公司既是深圳实体经济的"压舱石"，更是城市发展 的"动力源"。 市政协委员、深圳市沃特新材料股份有限公司董事长、广东省粤港澳大湾区战略性新兴产业发展促进会会长吴宪表示，支持上市公司在深投入，是筑牢经济 增长底盘的迫切需要，是强化产业核心优势的战略支撑，也是破解发展瓶颈、释放城市潜能的关键路径。 "上市公司与深圳的发展早已深度绑定、共生共荣。在复杂经济形势下，唯有以更精准的政策支持、更优质的营商环境，引导上市公司扎根本土、加码投 入，才能将企业优势转化为城市发展优势，为深圳高质量发展注入持久动能。"吴宪说。 吴宪建议：一是升级政策激励体系，强化本土投入导向，以现有政策为基础，细化并加码对上市公司在深投入的扶持力度。优化再融资本地投入奖励规则， 对属于"20+8"产业的上市公司将募集资金和自有资金用于投资经交易所审批的深圳本地募投项目，均给予实际投入资金相应的资金奖励；对属于"20+8"产业 的上市公司申请银行贷款用于投资经交易所审批的深圳本地募投项目，给予贷款贴息。 二是完善要素机 ...

2月6日，沃特股份涨5.11%，截至发稿，报23.26元/股，成交1.10亿元，换手率2.33%，总市值61.22亿 元。 资料显示，深圳市沃特新材料股份有限公司位于广东省深圳市南山区西丽街道西丽社区留新四路万科云 城三期C区九栋B座3101房(国际创新谷7栋B座3101房)，成立日期2001年12月28日，上市日期2017年6月 27日，公司主营业务涉及高性能功能高分子材料合成、改性和成品的研发、生产制造、销售及技术服 务。主营业务收入构成为：新材料行业100.00%。 从沃特股份十大流通股东角度 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，广发基金旗下1只基金位居沃特股份十大流通股东。广发优势成长股票A（011425）三季度 新进十大流通股东，持有股数150.75万股，占流通股的比例为0.72%。根据测算，今日浮盈赚取约 170.35万元。 广发优势成长股票A（011425）成立日期2021年2 ...

证券日报网讯2月4日，沃特股份（002886）在互动平台回答投资者提问时表示，投资者可以发送相关持 股信息至公司邮箱，公司会安排专人回复股东查询信息。 ...

1、改性塑料行业投融资活跃度呈增长态势 转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院改性塑料研究小组发布的《全球及中国改性塑料行业发展前景展 望与投资战略规划分析报告》。 行业主要上市公司：金发科技(600143)、国恩股份(002768)、普利特(002324)、道思股份(002838)、会通 股份(688219)、同益股份(300538)、泉为科技(300716)、聚石化学(688669)、银禧科技(300221)、美联新 材(300586)、沃特股份(002886)、南京聚隆(300644)、江苏博云(301003)、奇德新材(300995)等。 本文核心数据：行业整体融资金额;行业投融资轮次分布 根据IT桔子数据，2017-2025年期间，我国改性塑料行业共发生了18起融资事件，投融资活跃度呈波动 增长态势。2025年改性塑料行业投融资事件仅有2件，融资金额共计0.6亿元。 2、改性塑料行业投融资集中于B+轮 从平均单笔融资金额来看，2017-2025年，改性塑料行业平均单笔融资金额为波动上升态势。2022年平 均单笔融资金额约4.5亿元，为近5年来峰值。2024-2025年平均单笔融资金 ...

天赐材料业绩预告显示，该公司预计2025年实现归属于上市公司股东的净利润11亿元至16亿元，同比增 长127.31%至230.63%。其业绩增长的主要原因为新能源车市场需求持续增长以及储能市场需求快速增 长，公司锂离子电池材料销量同比大幅增长。 作为以化学机械抛光液、功能性湿电子化学品、电镀液及添加剂三大业务为核心的半导体材料企业，安 集科技业绩预告显示，预计2025年实现归属于母公司所有者的净利润约7.95亿元，同比增长约48.98%。 安集科技持续关注半导体材料领域横向拓展机会，通过持续技术创新与战略布局，稳步拓展新业务领域 与应用场景。 安集科技方面表示，2025年，该公司产品研发创新能力持续加强，产品研发进展及市场拓展均实现预 期。 沃特股份2025年业绩预告显示，预计实现归属于上市公司股东的净利润5700万元至7000万元，同比增长 55.75%至91.28%。 沃特股份方面表示，2025年，该公司持续深化特种高分子材料平台化战略，为高频通讯、算力服务器、 新能源汽车、低空经济、半导体、机器人等领域的全球知名客户提供创新性新材料解决方案。液晶高分 子(LCP)、特种尼龙、聚苯硫醚(PPS)等特种高分 ...

Group 1: Industry Performance - The chemical industry index increased by 37.80% in 2025, outperforming major indices like the Shanghai Composite and CSI 300 by 17.44 and 16.05 percentage points, respectively[12] - The revenue of the chemical industry reached 17,133 billion yuan in the first three quarters of 2025, a year-on-year increase of 2.61%[15] - The net profit for the same period was 1,098 billion yuan, reflecting a year-on-year growth of 9.36%[15] Group 2: Capital Expenditure and Policy Impact - Capital expenditure in the basic chemical sector was 1597.25 billion yuan in Q3 2025, down 8.07% year-on-year[15] - The "anti-involution" policy has led to a recovery in industry conditions, with the capacity utilization rate for polyester filament reaching 90.86%, a historically high level[44] - The government has implemented measures to regulate market competition, leading to a significant increase in industry concentration, with the top 10 companies in the civil explosives sector holding a market share of 62.5% in 2024[56] Group 3: Sector-Specific Developments - The demand for humanoid robots has driven the rise of the specialty plastics industry, with PEEK materials becoming a core beneficiary, valued at approximately 1,367 to 4,102 yuan per robot[7] - The civil explosives industry is benefiting from the dual drivers of western development and overseas expansion, with significant projects like the Yarlung Tsangpo River hydropower project stimulating demand[57] - The coal industry remains a critical component of the energy system, with coal production reaching a historical peak of 4.78 billion tons in 2024, directly boosting demand for civil explosive products[59]

中化新网讯 1月21日，深圳市沃特新材料股份有限公司(以下简称沃特股份)发布2025年度业绩预告显 示，预计2025年实现归母净利润5700万～7000万元，同比大幅增长55.75%～91.28%；实现扣非后归母 净利润2800万～3500万元，同比增长0.62%～25.77%。 预告显示，业绩的强劲增长得益于沃特股份液晶高分子(LCP)、特种尼龙(PPA)、聚苯硫醚(PPS)等特种 高分子材料销量的增长。沃特股份已构建起涵盖LCP、聚醚醚酮、PPA、PPS、聚四氟乙烯等产品的特 种高分子材料平台，并打造了完整的"聚合—改性—成品制造"技术链条与产业生态，核心技术实现完全 自主化，为自身长期业绩增长筑牢基石。 ...

Group 1 - The graphene concept continues to strengthen, with companies such as Yuzhong Sanxia A, Zhongchao Holdings, and ST Xinhua Jin hitting the daily limit up [1] - Other companies like Zhongtian Technology, Mannesmann, Dao's Technology, Water Holdings, Maigemit, and Greenmei also experienced gains [1]

Group 1: Financial Performance - The company expects a net profit attributable to shareholders for 2025 to be between 5,700 and 7,000 million yuan, representing a year-on-year growth of 56% to 91% [2] - The company anticipates improved profitability following the peak of fixed asset depreciation [4] Group 2: Product Development and Market Expansion - The company is expanding its LCP (Liquid Crystal Polymer) production capacity with a new 20,000-ton project in Chongqing, enhancing its market presence in high-frequency communications and AI computing sectors [3] - The company has successfully completed the acceptance of a central budget LCP film project, which will promote the industrialization of LCP films in high-end electronic devices [3] - The company has diversified its product offerings beyond LCP to include specialty nylon, PPS, PTFE, and PEEK, with ongoing growth in shipments for these materials [4] Group 3: Strategic Acquisitions and Market Position - The company formed negative goodwill in 2025 due to the acquisition of Shanghai Water Huaben Sealing Products Co., Ltd. at a price below its assessed value, positively impacting profits [5] - The company aims to become a comprehensive provider of semiconductor component solutions, significantly accelerating the localization process in the semiconductor materials sector [5] Group 4: Future Outlook and Competitive Advantage - The company plans to maintain its leading position in the specialty materials industry through continuous R&D investment and capacity expansion [5] - The focus will be on building differentiated competitive advantages and expanding market share in the context of domestic technology independence and high-end manufacturing upgrades [5]

Core Viewpoint - Shenzhen Water New Materials Co., Ltd. (沃特股份) expects significant growth in its 2025 performance, with projected net profit increasing by 55.75% to 91.28% year-on-year, driven by the sales growth of specialty polymer materials [1] Group 1: Financial Performance - The company anticipates a net profit of 57 million to 70 million yuan for 2025, with a non-recurring net profit forecasted between 28 million to 35 million yuan, reflecting a year-on-year growth of 0.62% to 25.77% [1] - The strong performance is attributed to the increased sales of LCP, PPA, and PPS specialty polymer materials [1] Group 2: Product and Technology Development - Water New Materials has established a comprehensive platform for specialty polymer materials, including LCP, PEEK, PPA, PPS, and PTFE, with a fully autonomous technology chain from polymerization to manufacturing [1][2] - The company has achieved vertical integration in the LCP material sector, with a total production capacity of 25,000 tons, successfully breaking overseas monopolies and entering the domestic substitution directory [2] Group 3: Market Applications - The company provides advanced material solutions for high-end industries, including aerospace, semiconductors, automotive, and robotics, with LCP materials being ideal for lightweight and high-temperature applications [3] - In the semiconductor and automotive sectors, Water New Materials has formed deep partnerships with leading companies, establishing the largest PTFE production capacity and comprehensive semiconductor material solutions [3] Group 4: Growth Drivers - The growth logic of Water New Materials is rooted in two major trends: the urgent need for high-end materials to be self-controlled amid global supply chain restructuring, and the new material challenges and opportunities brought by future industry upgrades in commercial aerospace, AI, and robotics [4] - The company is well-positioned to benefit from the dual dividends of domestic innovation and industrial upgrades due to its first-mover advantage and platform capabilities [4]