久日新材涨5.01% 光固化材料政策升温叠加新产能临近投产

智选洞察2025-07-14

久日新材股价今日大幅上涨，截至13点26分，最新价为25.77元/股，涨幅达5.01%。资金博弈与政策预期的双向拉扯久日新材近期的股价波动呈现典型多空博弈特征。截至7月11日，主力资金连续三日净流出累计超6700万元，其中7月4日单日净流出达3833万元，这与董事减持计划公告后的市场情绪敏感度提升直接相关。但政策预期仍提供支撑，光固化材料产业政策6月升温后，机构席位曾突击买入超8000万元，叠加...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2551794439?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-14 13:26","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2551794439","market":"sh","top_or_hot":-1,"title":"久日新材涨5.01% 光固化材料政策升温叠加新产能临近投产","media":"智选洞察","content":"<div>\n<p>久日新材股价今日大幅上涨，截至13点26分，最新价为25.77元/股，涨幅达5.01%。资金博弈与政策预期的双向拉扯久日新材近期的股价波动呈现典型多空博弈特征。截至7月11日，主力资金连续三日净流出累计超6700万元，其中7月4日单日净流出达3833万元，这与董事减持计划公告后的市场情绪敏感度提升直接相关。但政策预期仍提供支撑，光固化材料产业政策6月升温后，机构席位曾突击买入超8000万元，叠加...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714132643a6a7e307&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>久日新材涨5.01% 光固化材料政策升温叠加新产能临近投产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n久日新材涨5.01% 光固化材料政策升温叠加新产能临近投产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714132643a6a7e307&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>久日新材股价今日大幅上涨，截至13点26分，最新价为25.77元/股，涨幅达5.01%。资金博弈与政策预期的双向拉扯久日新材近期的股价波动呈现典型多空博弈特征。截至7月11日，主力资金连续三日净流出累计超6700万元，其中7月4日单日净流出达3833万元，这与董事减持计划公告后的市场情绪敏感度提升直接相关。但政策预期仍提供支撑，光固化材料产业政策6月升温后，机构席位曾突击买入超8000万元，叠加...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714132643a6a7e307&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"688199","symbol_name":"久日新材","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714132643a6a7e307&s=b","article_id":"2551794439","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714132643a6a7e307&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2551794439","pubTimestamp":1752470802,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"久日新材股价今日大幅上涨，截至13点26分，最新价为25.77元/股，涨幅达5.01%。但政策预期仍提供支撑，光固化材料产业政策6月升温后，机构席位曾突击买入超8000万元，叠加年产1.6万吨新项目投产节点临近，部分资金提前押注产能释放红利。盈利拐点与估值锚的角力场作为光引发剂细分领域龙头，久日新材的双循环布局正逐步兑现，2024年光固化材料收入占比78.4%，出口业务贡献37.2%营收。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688199":"久日新材","BK0229":"化学制品"},"translate_title":"Jiuri New Materials rose 5.01%, photocuring material policies warmed up and new production capacity was about to be put into production","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688199":1},"content_text":"久日新材股价今日大幅上涨，截至13点26分，最新价为25.77元/股，涨幅达5.01%。资金博弈与政策预期的双向拉扯久日新材近期的股价波动呈现典型多空博弈特征。截至7月11日，主力资金连续三日净流出累计超6700万元，其中7月4日单日净流出达3833万元，这与董事减持计划公告后的市场情绪敏感度提升直接相关。但政策预期仍提供支撑，光固化材料产业政策6月升温后，机构席位曾突击买入超8000万元，叠加年产1.6万吨新项目投产节点临近，部分资金提前押注产能释放红利。板块轮动进一步加剧波动，7月14日周期资源股集体爆发分流市场关注度，导致资金流入力度从月初的3383万元降至708万元。盈利拐点与估值锚的角力场作为光引发剂细分领域龙头，久日新材的双循环布局正逐步兑现，2024年光固化材料收入占比78.4%，出口业务贡献37.2%营收。华西证券测算新产能完全投产后年收入增量或超3亿元，当前市净率1.63倍低于化工行业均值。但动态市盈率-69.4倍凸显盈利修复仍是核心矛盾，二季度原材料价格管控与出口订单放量成关键观察指标。机构指出，年初至今71.3%的涨幅已部分反映预期，若下半年业绩未能匹配估值扩张速度，股价或面临震荡整固需求。技术路线迭代可能重塑行业格局，需关注光固化材料技术替代风险及化工品价格波动对毛利率的冲击。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551794439","isCrawlerRequest":true}