[Table_StockNam基eRp础tTyp化e] 工 行业周报 合成生物学周报：工信部公布 35 例非粮生物基材料，阿洛酮糖 应用有望迎来爆发 报告日期： 2026-02-10 公司价格与沪深 300 走势比较 相关报告 2026-02-02 执业证书号：S0010522110002 电话：13621792701 邮箱：wangqf@hazq.com 分析师：潘宁馨 执业证书号：S0010524070002 电话：13816562460 邮箱：pannx@hazq.com 行业评级： 增持 主要观点： [T行ab业le_周Su观m点mary] 华安证券化工团队发表的《合成生物学周报》是一份面向一级市 场、二级市场，汇总国内外合成生物学相关领域企业信息的行业周报。 目前生命科学基础前沿研究持续活跃，生物技术革命浪潮席卷全 球并加速融入经济社会发展，为人类应对生命健康、气候变化、资源 能源安全、粮食安全等重大挑战提供了崭新的解决方案。国家发改委 印发《"十四五"生物经济发展规划》,生物经济万亿赛道呼之欲出。 分析师：王强峰 合成生物学指数是华安证券研究所根据上市公司公告等汇总整 理由 60 家业务涉及合成生 ...

Group 1 - The core viewpoint of the article highlights the positive outlook for the Chinese chemical industry, which is expected to enter a new upward cycle from 2026 to 2028 according to UBS Group's latest research report [1] - The domestic chemical industry is experiencing a continuous push against internal competition policies, including tightening new project approvals and optimizing standards for eliminating outdated capacity, which will enhance supply-side optimization [1] - The China Chemical Industry Index, which includes major sectors like oil and coal chemicals, shows a significant focus on sub-industries with clear supply-demand improvements, making it sensitive to price increase expectations [1] Group 2 - The chemical sector ETF, E Fund (516570), has seen continuous inflows, accumulating over 1.4 billion yuan in net inflows over 16 consecutive trading days, indicating strong investor interest [1] - The report indicates that capital expenditure in the industry is expected to decline by 8% year-on-year in 2025, signaling an end to the phase of disorderly capacity expansion and an increase in corporate self-discipline [1] - The index composition emphasizes sectors that are likely to benefit from supply-side optimization, with basic chemicals accounting for approximately 60% and oil and petrochemicals for about 30% of the index [1]

Group 1 - The chemical sector experienced a significant rally on February 9, with the Chemical ETF (516020) opening high and maintaining a positive trend, reaching a maximum intraday increase of 1.79% and closing up by 1.05% [1][6] - Key stocks in the sector included Zhejiang Longsheng, which surged over 8%, and other companies like Lianhong Xinke and Cangge Mining, both rising over 3% [1][6] - The recent supply dynamics in the basic chemical industry have improved, with high-energy-consuming capacities being phased out under policy guidance, leading to increased industry concentration and lower inventory levels among leading manufacturers [8] Group 2 - Demand for traditional products such as soda ash and PVC is recovering due to a rebound in real estate completions, while emerging sectors like new energy vehicles and photovoltaic installations are driving demand for lithium battery materials and EVA resins [8] - The Producer Price Index (PPI) decline in the basic chemical industry has narrowed, indicating a stabilization in the chemical raw materials and chemical products manufacturing sectors [8] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering popular themes such as AI computing power, anti-involution, robotics, and new energy [8]

（文章来源：证券日报） 证券日报网讯 2月4日，联泓新科发布公告称，公司子公司山东华宇同方电子材料有限公司（简称"华宇 同方"）于近日收到由山东省科学技术厅、山东省工业和信息化厅、山东省财政厅、国家税务总局山东 省税务局联合颁发的《高新技术企业证书》，证书编号为GR202537005430，发证时间为2025年12月8 日，有效期三年。本次系华宇同方首次被认定为高新技术企业。 ...

格隆汇2月4日丨联泓新科(003022.SZ)公布，子公司山东华宇同方电子材料有限公司（简称"华宇同方"） 于近日收到由山东省科学技术厅、山东省工业和信息化厅、山东省财政厅、国家税务总局山东省税务局 联合颁发的《高新技术企业证书》，证书编号为GR202537005430，发证时间为2025年12月8日，有效期 三年。本次系华宇同方首次被认定为高新技术企业。 ...

联泓新材料科技股份有限公司 关于子公司首次通过高新技术企业认定的公告 董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 截至本公告披露日，公司拥有高新技术企业 5 家，分别为公司、子公司华宇 同方、联泓(山东)化学有限公司、联泓（江苏）新材料研究院有限公司、北京华 宇同方化工科技开发有限公司。 证券代码：003022 证券简称：联泓新科 公告编号：2026-001 特此公告。 联泓新材料科技股份有限公司 联泓新材料科技股份有限公司（以下简称"公司"）子公司山东华宇同方电 子材料有限公司（以下简称"华宇同方"）于近日收到由山东省科学技术厅、山 东省工业和信息化厅、山东省财政厅、国家税务总局山东省税务局联合颁发的《高 新技术企业证书》，证书编号为 GR202537005430，发证时间为 2025 年 12 月 8 日，有效期三年。 本次系华宇同方首次被认定为高新技术企业。根据《中华人民共和国企业所 得税法》等相关规定，华宇同方自本次通过高新技术企业证书认定当年起连续三 年（2025 年度至 2027 年度）可享受国家关于高新技术企业的相关税收优惠政策， 即 ...

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

证券日报网讯1月30日，联泓新科（003022）在互动平台回答投资者提问时表示，公司按照相关规定履 行信息披露义务，2025年业绩情况请关注后续相关公告。 ...

证券日报网讯1月23日，联泓新科（003022）在互动平台回答投资者提问时表示，目前公司主要生产装 置保持高负荷运行，产品销售顺畅。 ...

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a price increase of 1.03% and reaching a new high since July 2022 [1][8] - Key stocks in the sector, such as Dongfang Shenghong and Chuanfa Longmang, saw significant gains, with increases exceeding 6% [1][8] - The chemical ETF has attracted substantial investment, with net subscriptions of nearly 1.2 billion yuan over the last five trading days and over 1.45 billion yuan in the last ten days [10] Group 2 - Since the beginning of 2025, the chemical ETF's underlying index has achieved a cumulative increase of 58.91%, outperforming major A-share indices like the Shanghai Composite Index (23.4%) and the CSI 300 Index (19.51%) [3][10] - The chemical industry is currently at the bottom of a four-year down cycle, with indicators suggesting a potential turnaround in 2026 [12] - The China Chemical Product Price Index (CCPI) reported a significant decline of 39% from its peak in 2021, indicating that the industry is at historical low levels [12]