（原标题：601212，被立案调查！年内涨超40%，重要化工原料价格飙升，概念股出炉） 环氧氯丙烷9月以来价格上涨近11%。 白银有色被立案调查 9月10日晚间，白银有色(601212)发布公告，公司近日收到中国证监会下发的《立案告知书》，因公司涉嫌信息披露违法违 规，根据相关法律法规，中国证监会决定对公司立案。 白银有色表示，目前各项经营活动和业务均正常开展，在立案调查期间，公司将积极配合中国证监会的相关调查工作，并 严格按照有关法律法规及监管要求履行信息披露义务。 受国际贵金属价格大涨影响，公司股价于9月1日、9月2日连续涨停，随后震荡走势。今年以来，白银有色累计上涨 52.52%，截至上半年末，公司共有12.99万户股东。 环氧氯丙烷价格飙涨 9月以来，环氧氯丙烷市场价格持续上涨。 金联创数据显示，截至9月10日，环氧氯丙烷现货价格达到1.3万元/吨，9月以来涨幅近11%，年内价格累计上涨超40%，续 创2022年8月以来新高。 近期环氧氯丙烷价格跳涨，主要受供应端收紧以及成本端支撑较强影响。 白银有色主营铜、锌、铅、金、银多种有色金属及贵金属的采选、冶炼、加工及贸易，具备年产铜40万吨、铅锌40万吨、 ...

Core Viewpoint - The global chemical industry is undergoing profound changes, with anxiety, confusion, and hope being the real states of many companies. The rise of emerging industries in China is expected to lead the polymer sector in the next decade [2]. Group 1: Conference Overview - The 2025 Polymer Industry Annual Conference will take place from September 10 to September 12, focusing on new opportunities in materials, technologies, and equipment related to emerging industries such as AI, low-altitude economy, aerospace, and new energy vehicles [2][3]. - The conference will gather international leading companies, industry experts, government representatives, and capital from the entire industry chain to explore new opportunities [2]. Group 2: Venue and Accommodation - The conference will be held at Sheraton Hotel in Hefei, located at 1666 Tongling North Road, Hefei [5]. - Special accommodation rates are available for attendees, with some hotels already fully booked [6][7]. Group 3: Agenda Highlights - The conference will feature various forums, including a closed-door meeting on polymer industry development and project roadshows on September 10 [28]. - Keynote speeches and discussions will cover topics such as domestic polymer industry policies, global trends in new materials, and strategic insights into special polymers [16][20]. Group 4: Supporting Organizations - The conference is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. and supported by various institutions, including the Chinese Academy of Sciences and several industry associations [9][38]. Group 5: Target Audience - The conference aims to attract participants from various sectors, including eVTOL, drones, large aircraft, humanoid robots, and automotive manufacturers, all of which require engineering plastics [38].

Summary of Zhonghua International's Conference Call Company Overview - **Company**: Zhonghua International - **Period**: First half of 2025 Key Financial Performance - **Revenue**: 243 billion CNY, down 6% year-on-year [2][9] - **Chemical Industry Revenue**: Increased by 5% year-on-year, benefiting from the ramp-up of carbon three capacity, with related business revenue around 70 billion CNY, up 11% [2][9] - **Net Loss**: 8.8 billion CNY, with a significant reduction in losses in the second quarter [2][10] - **Second Quarter Revenue**: 136 billion CNY, up 25% quarter-on-quarter [5] - **Gross Margin**: Improved by 1 percentage point quarter-on-quarter [5] Business Segment Performance - **Polymer Additives**: Maintained leading position in anti-aging agents, driving industry price increases and reducing raw material costs [6] - **Epoxy Resin**: High operational rates at two bases, improved profitability through price increases and cost reductions, capturing wind power customer orders [6] - **Aromatic Fiber**: Capacity expanded to 8,000 tons, with overall sales up 20% year-on-year and high-strength aromatic fiber sales up 60% [6] Strategic Initiatives - **Carbon Three Capacity**: Continued ramp-up to enhance integrated supply chain efficiency and cost advantages [7] - **Acquisition of Nantong Xincheng**: Expected to increase epoxy resin capacity to 53-54 million tons, enhancing market position [3][17] - **Focus on New Materials**: Establishment of a special materials division to tackle new material technology challenges and expand overseas market presence [3][22] Market Outlook - **Challenges**: Ongoing geopolitical tensions, commodity price fluctuations, and trade tariffs expected to impact the chemical industry [12] - **Future Demand**: Anticipated growth in demand for epoxy resin driven by infrastructure projects and renewable energy applications [21] Product Development and Innovation - **New Products**: Development of high-margin products like PDCPD, high-temperature nylon, and new anti-aging agents [25] - **PPE and PBT Expansion**: Plans to increase PPE capacity from 50,000 tons to 90,000-100,000 tons to meet rising demand [18] Investment Considerations - **Potential Opportunities**: Investors should monitor the rebound potential of specific products like anti-aging agents and the performance of PPE and PPT materials [30] - **Market Dynamics**: Attention to the impact of U.S.-China relations and technological breakthroughs on the overall economic environment [30]

Core Viewpoint - The "low-altitude economy" has been recognized as a strategic emerging industry in China, with significant growth potential, projected to exceed 1 trillion yuan by 2026, up from 505.95 billion yuan in 2023 [2]. Group 1: Low-Altitude Economy Development - The concept of "low-altitude economy" was first included in national planning in 2021 and has since gained increasing recognition in government reports and strategic meetings [2]. - The global low-altitude economy is entering a phase focused on electric vertical takeoff and landing vehicles (eVTOL), becoming a crucial growth point for the economy [2]. - The successful test flights of C919 and C929, along with advancements in commercial spaceflight, indicate a booming commercial aviation era in China [2]. Group 2: Industry Events and Forums - The 2025 Polymer Industry Annual Conference held in Hefei will feature discussions on innovative materials and applications related to aerospace and low-altitude economy [3]. - The conference will also cover topics related to new energy vehicles, AI, advanced communication, and robotics, highlighting the intersection of these industries with low-altitude economic development [3]. Group 3: Material Solutions and Applications - The forum will address the demand for lightweight, high-performance materials for eVTOL vehicles and the integration of low-altitude economy with the rubber and plastic industry [6][19]. - Various sessions will focus on polymer modification, 3D printing applications, and the performance of high-performance thermoplastic materials in aerospace and low-altitude economy [21][22].

Group 1 - The company plans to acquire the wholly-owned subsidiary of China BlueStar (Group) Co., Ltd., Nantong Xingchen Synthetic Materials Co., Ltd., through a share issuance, which is expected to constitute a related party transaction [1][2] - The transaction is not expected to meet the criteria for a major asset restructuring as defined by the relevant regulations [1] - The company has applied for the resumption of trading of its A-shares on July 29, 2025, following the approval of the related proposals [2] Group 2 - The company is actively advancing the due diligence, auditing, and evaluation processes related to the transaction [2][3] - The company will comply with the relevant laws and regulations regarding information disclosure as the transaction progresses [3]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所有关规定，经公司向上海证券交易所申请，公司股票（证 券品种：A 股股票，证券简称：中化国际，证券代码：600500）于 2025 年 7 月 16 日（星期三）开市起停牌，预计停牌时间不超过 10 个交易日。具体内容详见 公司于 2025 年 7 月 16 日披露的《中化国际（控股）股份有限公司关于筹划发行 股份购买资产事项的停牌公告》（公告编号：2025-039）、2025 年 7 月 23 日披 露的《中化国际（控股）股份有限公司关于筹划发行股份购买资产事项的停牌进 展公告》（公告编号：2025-040）。 一、 本次交易基本情况 中化国际（控股）股份有限公司（以下简称"公司"）拟通过发行股份方式 购买中国蓝星（集团）股份有限公司下属全资子公司南通星辰合成材料有限公司 100%股权（以下简称"本次交易"）。本次交易完成后，南通星辰将成为上市 公司的全资子公司。本次交易预计构成关联交易。本次交易预计不构成《上市公 司重大资产重组管理办法》规定的重大资产重 ...

Group 1 - The company, Sinochem International, reported a revenue of approximately 24.353 billion yuan for the first half of 2025, representing a year-on-year decrease of 5.83% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 0.886 billion yuan [1] - The basic earnings per share showed a loss of 0.25 yuan [1]

当日关注点 中化国际第十届董事会第十次会议于2025年8月27日在北京召开，会议审议通过以下决议：1. 同意公司 2025年半年度报告全文及摘要。2. 同意《关于中化集团财务有限责任公司2025年半年度风险评估报告的 议案》，关联董事回避表决。3. 同意《关于公司续聘2025年度财务审计和内控审计机构的议案》，续聘 毕马威华振会计师事务所为公司2025年度财务审计及内控审计机构，该议案尚需提交股东大会审议。 中化国际第十届监事会第五次会议决议公告 中化国际第十届监事会第五次会议于2025年8月27日在北京召开，会议审议通过以下决议：1. 同意公司 2025年半年度报告全文及摘要。2. 监事会对2025年半年度报告的内容和编制审议程序进行了全面了解和 审核，认为报告的编制和审议程序规范合法，内容和格式符合相关规定，真实客观反映了公司2025年上 半年度财务状况和经营成果。 交易信息汇总 8月27日主力资金净流入2088.51万元，占总成交额3.1%；游资资金净流出2756.65万元，占总成交额 4.09%；散户资金净流入668.13万元，占总成交额0.99%。 业绩披露要点 中化国际2025年半年度报告摘要显示 ...

Group 1 - The company, Sinochem International, announced the reappointment of KPMG Huazhen LLP as its financial audit and internal control audit institution for the fiscal year 2025 [2]

Core Viewpoint - 中化国际's 2025 semi-annual report indicates a revenue of 24.353 billion yuan and a net profit loss of 0.886 billion yuan, but shows signs of operational improvement and cash flow growth [1] Financial Performance - In Q2 2025, 中化国际's net profit loss narrowed to 0.414 billion yuan, a reduction of 0.069 billion yuan from Q2 2024 and 0.008 billion yuan from Q1 2025, indicating significant marginal improvement [1] - The company generated a net cash flow from operating activities of 0.933 billion yuan in the first half of 2025, a year-on-year increase of 69% [1] Competitive Advantages - 中化国际 has established strong core competitive advantages in high-performance materials through advanced technology, leading production capacity, and integrated supply chains [2] - The gross margin for high-performance materials increased by 5 percentage points year-on-year in the first half of 2025 [2] - The company is focusing on enhancing core product competitiveness and expanding its market presence through technology marketing and overseas sales [2] Product Development and Market Expansion - 中化国际's epoxy resin business benefits from an integrated supply chain and a comprehensive product range, leading to technological barriers through innovation [2] - The company is advancing the development of various epoxy resin types, ranking among the top three in high-bromine, low-bromine, semi-solid, and halogen-free flame-retardant epoxy resins in China [2] - The company has successfully exported epoxy resin products to countries including Indonesia, Thailand, and India, and has achieved the lowest anti-dumping tax rate in India [3] Market Opportunities - The demand for high-performance materials is growing, driven by the development of clean energy, new energy vehicles, and emerging technologies [4] - 中化国际's nylon 66 and modified nylon 66 products are well-positioned to meet the increasing demand in the photovoltaic sector [4] - The demand for epoxy resin in wind power is expected to exceed 450,000 tons by 2030, with significant applications in various energy projects [4] New Product Development - 中化国际 is focusing on new applications in emerging industries such as artificial intelligence and low-altitude economy, aiming to optimize product combinations and enhance solutions [6] - The company plans to develop specialized epoxy resin products for various applications, including high-end electronic packaging and construction [6] Strategic Acquisitions - 中化国际 is pursuing the acquisition of 100% equity in Nantong Xingchen, which is expected to enhance its market competitiveness in the epoxy resin industry and leverage synergies in the engineering plastics sector [7]