A股異動丨有研新材漲停 有機硅市場觸底反彈
格隆匯12月12日丨有研新材(600206.SH)漲停,報11.1元,總市值94億元。經過連續下跌之後,12月國內有機硅市場觸底反彈氛圍回暖,有機硅DMC市場陸續出現拉漲聲音。截至上週末,幾個主流地區有機硅DMC市場報價均價為17333元/噸,與月初相比上漲3.17%。短期來看,繼續炒漲的預期較強,此外,上游廠家的力挺及出口情況好轉均對有機硅市場形成一定支撐。可關注新安股份、興發集團等國內有機硅龍頭公司。有研新材主要從事半導體硅材料的研究、開發、生產和銷售,產品可用於集成電路、分立器件、太陽能等多個領域。公司是目前中國最大的具有國際先進水平的單晶硅、鍺、化合物半導體材料研究、開發、生產的重要基地。
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