A “reversal of the plight” in the pigment industry? Lily responds to the impact of the bankruptcy of Huibahe and the ownership of the joint venture became the focus | Direct access to the performance meeting
① Lily claims that the bankruptcy of Huibahe has had a certain impact on high-performance products; ② Lily has cooperated with Huibahe for a long time, and the joint venture has received attention; ③ the bankruptcy of giants compounded by a recovery in demand, and the pigment industry is expected to “reverse the plight”.
Trendy sectors such as utilities and overseas travel continue to strengthen. Can the resumption of trading of Zhengdan shares drive short-term sentiment to bottom out and rebound?
Track the entire life cycle of the main sector
[Data on the market] 3 billion! Northbound set a record increase in Kweichow Moutai and several Dongcai Lhasa sales departments scramble to raise shares in Zhengdan
① Kweichow Moutai received a net purchase of 3.61 billion dollars from northbound capital, setting a single-day net purchase record for the stock from Shanghai Stock Connect. ② According to data from the Dragon Tiger List, four of the top five seats purchased by Zhengdan Co., Ltd., a popular leader in the chemical sector, were Dongfang Wealth's Lhasa sales department. In addition, the stock was sold for nearly 40 million in quantitative seats.
Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments
① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.
Sudden! Gold Concept Stock Supervisor's Spouse Illegal Short-Term Tradings|Highlights of After-Market Announcements
Carmel Packaging: Net profit forecast year-on-year increase of 75.28% — 127.66% in the first quarter
Domestic photoresist technology welcomes major breakthroughs in the domestic market, and there is plenty of room for replacement
① Recently, Jiufengshan Laboratory and Huazhong University of Science and Technology formed a joint research team to support the Huazhong University of Science and Technology team research on “chemically amplified photoresist with double nonionic photoacid to enhance response” technology, based on the Jiufengshan Laboratory process platform. ② According to SEMI data, the size of the semiconductor photoresist market in mainland China was US$593 million, up 20.47% year on year, and the growth rate was much higher than the global semiconductor photoresist market.