在供需宽松格局延续、市场价格承压运行的背景下，叠加国际地缘政治动荡、欧盟反倾销关税等贸易壁 垒加码，以及"双碳"目标下绿色转型政策的刚性引导，2026年国内己二酸行业正锚定绿色化、高端化方 向加速转型，在市场压力中挖掘结构性机遇。 供需宽松成定局 隆众资讯预测，2026年国内己二酸总产能将攀升至445.5万吨，总产量预计将稳定在277万吨左右，月度 产量呈缓幅上涨态势，波动区间维持在每月20万～25万吨。行业整体开工率预计在60%左右，处于历史 低位。 绿色转型拓新机 "下游尼龙66、聚对苯二甲酸-己二酸丁二醇酯(PBAT)、TPU等领域计划新增产能63.5万吨，而传统下游 浆料、鞋底原液等领域需求增量有限。若新增产能全部按时投产，按各产品对己二酸单耗核算，预计全 年可新增己二酸的消费量30万吨。"隆众资讯己二酸分析师阎晓雨表示。 2026年，己二酸行业处于政策引导、市场倒逼与技术驱动的关键转型期，环保与碳减排政策将持续推动 行业落后产能出清，产能集中度进一步提升。随着合成生物基技术突破，国内生物基己二酸产业化进程 加快，已进入万吨级示范验证期。其低碳环保特性在高端尼龙66、3D打印材料等新兴领域的应用渗透 ...

对于此番挂牌转让资产，兖矿能源表示，若本次交易最终达成，预计将对公司2026年归母净利润产生较 大影响。具体影响尚需根据最终成交结果、有关交易费用、相关经审计的财务数据确定。本次交易不涉 及员工安置，鑫泰煤炭全部债权债务均由受让方承接。 公开资料显示，兖矿能源是华东地区最大的煤炭生产商和中国最大的煤炭出口企业之一，在国内煤炭行 业中处于龙头地位。公司拥有自营铁路网和现代化煤炭水运码头，京沪、兖石、新兖等铁路，京沪、京 福等高速公路穿越矿区。得天独厚的区位和交通优势，使公司成为东北亚市场，中国华东、华南市场最 具竞争力的煤炭供应商之一。公司在中国境内的发展区域主要集中在山东、山西、陕西、内蒙古等地。 在境外的产业主要分布在澳大利亚的昆士兰州、新南威尔士州和西澳大利亚州;在加拿大萨斯喀彻温省 拥有钾矿资源项目。 经评估，以经审计的财务数据为基础，采用收益法评估净资产价值为6.24亿元，增值率607.66%，即鑫 泰煤炭股东全部权益价值为6.24亿元。 兖矿能源称，本次股权挂牌严格按照国有资产交易相关规定执行，通过山东产权交易中心公开挂牌。挂 牌起止日期为2025年12月30日至2026年1月27日。本次股权挂牌底 ...

"十四五"期间，上海石化通过产业结构调整及系列节水措施，完成生活水主管网改造、提升污水处理回 用率、优化排泥水回收系统、实施酸性水处理流程优化改造等工作，系统优化节水工作取得显著成效。 2025年，上海石化工业取水量较2020年下降30%，为参与水权交易筑牢了坚实基础。 在保障自身年度取水权益的前提下，该公司首次开展此项创新业务，通过出让年度富余水量，助力上海 市实现区域水资源优化配置与市场稳定供给的双重目标。 中化新网讯 近日，上海石化作为全国首批水权出让委托参与单位之一，完成了上海市"水善流"取水权 信托首笔跨区交易。 据悉，该信托是我国首个水权信托，在上海市水务局指导下，由上海环境能源交易所于2025年4月9日正 式推出，经国家金融监督管理总局核准实施。通过信托机制解决示范区内企业弹性用水需求，节水企业 可将富余取水权委托信托公司集中管理并按比例享有受益权，由信托公司作为统一持有人，通过标准化 交易流程将取水权分配给临时需求方，按期向受益人分配收益，有效盘活闲置水资源资产。 ...

Group 1 - Qinghai Province's Industrial and Information Technology Department approved the reduction of production capacity for Geermu Cangge Potash Fertilizer Co., Ltd. from 2 million tons/year to 1.2 million tons/year due to resource depletion and outdated production facilities [1] - The reduction aligns with Cangge Mining's actual potash production, which is projected to be 1.0336 million tons in 2025, with sales of 1.0843 million tons, indicating a high production and sales rate [1] - Cangge Mining has faced resource challenges as potash extraction relies on brine, which is affected by resource availability and climate conditions, leading to a historical underachievement of the initially declared production capacity [1] Group 2 - Cangge Mining's main businesses include potash fertilizer and lithium carbonate, with a projected lithium carbonate production of 8,808 tons and sales of 8,957 tons in 2025 [2] - Investment income significantly contributes to the company's net profit, with confirmed investment income of approximately 2.68 billion yuan last year, primarily due to the performance of its stake in Tibet Julong Copper Co., Ltd. [2] - The company is also developing a 2 million tons/year potash project in Laos, with a resource estimate of approximately 984 million tons of potassium chloride, currently in the construction preparation stage [2]

Core Viewpoint - Yongtai Technology expects to achieve operating revenue of 5 to 5.5 billion yuan in 2025, with a net profit loss of 25.6 to 48.6 million yuan, significantly narrowing the loss compared to 478 million yuan in the previous year [1] Group 1: Financial Performance - The company anticipates a substantial increase in sales and prices of its core lithium battery materials due to the rapid release of demand in the new energy vehicle and energy storage industries [1] - The gross profit from the main business is expected to grow significantly, becoming the core driver for the company's reduced losses [1] - The anticipated loss for 2025 represents a reduction of 91.44% to 95.72% compared to the previous year's loss [1] Group 2: External Factors - The company faces increased exchange losses due to fluctuations in the US dollar exchange rate, which negatively impacts the current profit level [1] - The adherence to previously signed low-price long-term contracts for certain lithium battery materials also affects profitability [1] Group 3: Future Outlook - Looking ahead to 2026, the company plans to focus on its core business, enhance market development, optimize customer structure, and implement cost reduction and efficiency improvement measures [1] - The company aims to improve profit quality and risk resistance capabilities, driving steady improvement in operational conditions [1]

Core Viewpoint - Tianli Lithium Energy is expected to report a net loss of between 150 million to 200 million yuan for the year 2025, indicating a reduction in losses by 53.37% to 65.03% compared to 2024 [1] Financial Performance - The net profit attributable to shareholders is projected to be between -150 million to -200 million yuan, with a decrease in losses of 53.37% to 65.03% compared to 2024 [1] - The net profit after deducting non-recurring gains and losses is expected to be between -154 million to -204 million yuan, reflecting a reduction in losses of 52.34% to 64.02% compared to 2024 [1] Operational Challenges - The anticipated losses in 2025 are primarily attributed to fluctuations in lithium carbonate prices and adjustments in the lithium iron phosphate industry, along with insufficient operating rates of some production lines and low capacity utilization, leading to high fixed costs per unit of product [1] Positive Developments - Despite the expected losses, the narrowing of the loss scale is attributed to two main factors: 1. The company's advantageous position and technological breakthroughs in the niche market of new energy cathode materials, which have enabled the transformation of multiple product models and bulk supply in various new terminal fields [1] 2. The implementation of a centralized procurement model within the group, effectively reducing the procurement prices of main materials, enhancing production efficiency, and minimizing waste, positively impacting profits [1]

Core Viewpoint - The acquisition of the plastic and engineering plastics compound business from the South Korean chemical giant Hanwha by Shandong Dawn Polymer Materials Co., Ltd. is a strategic move to enhance the company's global presence and competitiveness in the international market [1] Group 1: Acquisition Details - The acquisition will be executed through Dawn's wholly-owned subsidiary, Dawn Polymer Materials (Singapore) Investment Co., Ltd., with a total purchase price of approximately $15.737 million [1] - The target business will be established as a new company, which will be fully owned by Dawn Polymer Materials (Singapore) Investment Co., Ltd. [1] Group 2: Strategic Implications - This acquisition aligns with the trend of key customers shifting their supply chains to regions like Vietnam, allowing the company to strengthen strategic partnerships and enhance customer loyalty [1] - Localized production will significantly reduce cross-border logistics costs, shorten product delivery times, and improve after-sales support efficiency [1] - The establishment of a production base in Vietnam will serve as a crucial hub for expanding into the Southeast Asian market, thereby enhancing the overall competitiveness of the company's products and services [1]

"2025年我省产煤超13亿吨，在支撑起我国多个省份能源需求的同时，煤矸石所带来的问题也日益凸 显。目前，我省煤矸石堆存量已超10亿吨，且仍以每年近亿吨的速度持续增长，由此引发的环境问题已 经严重影响了矿区人民群众的生产、生活。"正值2026年山西两会期间，民进山西省委会建议加快山西 省煤矸石资源化利用。 二是构建完整产业链并强化技术研发。推进煤矸石二次分选、发电、高性能建筑材料及高附加值化工产 品利用研究，形成"煤炭—固废发电—有价元素提取—化工产品—建材—井下充填—农业应用"闭合循环 产业链，以及"梯级回收+生态修复+井下充填"体系。关注典型示范项目，如朔州的固废综合利用企业 集群、大同的千万吨级处置与绿色建筑开发项目、晋城的井下智能分选与充填系统，提炼可复制经验。 加强产学研合作，攻关超细煤系高岭土制备、新型陶瓷研发等技术，缩小与国际技术差距。通过技术创 新和产业融合，提升煤矸石利用的附加值与经济效益，推动相关产业协同发展。 三是强化政策支持与信息整合。完善财政、税收、价格等激励政策，如减免煤矸石电厂增值税、对重大 项目给予国债支持，从煤炭可持续发展基金中划拨专项资金补助循环经济项目。加快建立煤矸石综合 ...

中化新网讯 日前，中国石化共享东营分公司启动"人工智能+"行动，系统部署22个人工智能（AI）开发 场景，以人工智能技术赋能共享业务升级。 据悉，这22个AI场景项目将以优质高效智能为目标，采用分类推进模式，确保高效落地。单据间信息 智能比对与风险洞察、AIC业务智享平台直连与流程优化等实施难度大且复杂程度高的14个项目，由该 公司智能化开发团队牵头，联合相关业务处理部门组建专项工作组，全面梳理智能化资源需求，开展精 准项目评估，制定科学严谨的开发方案，明确责任主体与预期成效，实现项目全生命周期闭环管理。其 他项目由业务处理部门组织骨干力量自主攻关，智能化开发团队提供专业帮扶，加速形成可落地的智能 化成果，同步增强业务人员智能化应用能力。 此外，该公司将"AI+"行动作为人才培养的重要载体，鼓励业务骨干与青年员工积极投身AI场景开发与 应用实践。公司通过"项目实践+技能提升"的培养模式，激发核心人才队伍创新活力，实现AI项目高效 落地与人才梯队成长的双向赋能、同步提升，为持续深化AI应用储备坚实人才力量。 ...

Core Viewpoint - Lier Chemical expects significant growth in its 2025 financial performance, with substantial increases in revenue and profit metrics despite ongoing market competition [1] Financial Performance - The company anticipates a revenue of 9.008 billion yuan for 2025, representing a year-on-year increase of 23.21% [1] - Projected total profit for 2025 is 694 million yuan, reflecting a remarkable growth of 102.59% compared to the previous year [1] - Expected net profit attributable to shareholders is 479 million yuan, which indicates a substantial increase of 122.33% year-on-year [1] Business Operations - Lier Chemical specializes in the research, production, and sales of safe pesticides, including chlorinated pyridine and organophosphorus compounds [1] - The product portfolio includes over 40 types of active ingredients and more than 100 formulations, as well as chemical intermediates like 2-methylpyridine [1] - The company attributes its performance growth to increased demand for certain products, improved gross margin, and cost reduction and efficiency enhancement measures [1]