Core Viewpoint - The antioxidant industry in China is experiencing a collective price increase among leading companies, with a general adjustment of around 10% across various products, aimed at profit regulation amidst strong demand and competitive pressures [1][2]. Group 1: Price Adjustments - Dingjide (603255.SH) announced a price increase of approximately 10% for all its antioxidant products effective immediately [1]. - Other leading companies, including Lianlong (300596.SZ), Suqian Liansheng (603065.SH), and Fengguang Co. (301100.SZ), have also implemented similar price hikes within a short timeframe [1]. - The price adjustments are seen as a response to the current market conditions and are intended to stabilize profit margins [1][2]. Group 2: Industry Context - Antioxidants are essential additives in polymer materials, significantly impacting the production and quality of downstream products despite their small usage proportions [2]. - The industry has faced intense competition in 2023, leading to irrational price competition due to slowing downstream demand and fluctuations in raw material prices [2]. - Financial reports indicate that while revenue for companies like Fengguang Co. and Dingjide has increased, net profits have declined, highlighting a trend of rising revenue without corresponding profit growth [2]. Group 3: Market Reactions - Institutions are optimistic about the potential positive impact of the price increases on the industry, suggesting that it may help improve the industry's overall conditions and market structure [3]. - However, the stock market's reaction has been muted, with only Suqian Liansheng seeing a slight increase, while other companies experienced minor declines [3].

人民财讯12月19日电，鼎际得（603255）12月18日发布关于抗氧剂产品价格调整的说明函称，当前，受 多重因素影响，抗氧剂产品原材料与运营成本呈现显著上升趋势，公司决定对抗氧剂产品价格进行相应 更新。本次价格调整覆盖公司全部抗氧剂系列，含通用型主、辅抗氧剂及各专项应用型号；不同品类及 合作层级的产品价格将进行不同程度调整，整体上调比例约为10%。新价格将于发布之日起正式实施。 ...

Core Viewpoint - The successful operation of the first production line of the POE high-end new materials project by Liaoning Dingjide Petrochemical Co., Ltd. marks a significant advancement in domestic production capabilities, achieving over 5,000 tons of product delivery and meeting international standards for quality [1][2]. Group 1: Company Overview - Liaoning Dingjide was established in 2004 and specializes in the production of polyolefin catalysts and additives, positioning itself as a high-tech enterprise [1]. - In September 2023, the company signed an investment agreement to establish Liaoning Dingjide Petrochemical Technology Co., Ltd., focusing on the development of a new petrochemical materials project in Dalian Changxing Island [1]. Group 2: Project Details - The first phase of the POE project includes a planned capacity of 200,000 tons/year for POE and 300,000 tons/year for ethylene to alpha-olefins, along with supporting infrastructure [1]. - The project commenced construction in March 2024 and achieved pilot production in June 2024, with successful initial feed in October 2024 [1]. Group 3: Market Implications - POE materials, known for their flexibility and weather resistance, are essential in various industries, including photovoltaic films, automotive interiors, and medical consumables [2]. - The successful operation of the first production line validates the stability of Dingjide's technology and product quality, which has historically relied on imports [2]. - The upcoming completion of the second production line, expected to be operational by mid-January 2026, will enhance Dingjide's production capacity and contribute to a more robust market supply [2].

中证报中证网讯（记者 宋维东）中国证券报记者12月17日从鼎际得（603255）了解到，公司POE高端 新材料项目主装置1号线投产以来，一直保持稳产优产状态。截至目前，累计发货量已突破5000吨。与 此同时，2号线建设已全面进入施工收尾阶段，计划于2026年1月中旬投入运行。届时，鼎际得POE高端 新材料项目双线布局将顺利完成并形成产能合力，为市场供应提供坚实可靠的保障。 当前，我国在高端聚烯烃、工程塑料、功能性膜材料、高性能纤维和电子化学品等诸多领域自给率仍然 较低。随着国内产业升级步伐加快，化工新材料需求将持续增长。 鼎际得POE高端新材料项目主要产品为POE、α-烯烃等，广泛应用于电子、汽车、医疗、新能源等领 域。这一项目不仅对国内该领域发展具有重大意义，还将推动鼎际得向下游延伸高端石化产业链，对带 动相关产业技术进步、加快石化产业转型具有重要意义。 该项目自2024年3月动工，于今年6月实现中试装置投产，今年10月主装置1号线一次投料成功。目前， 主装置1号线运行平稳，已成为稳定输出高品质产品的核心力量，有力驱动国产高端聚烯烃弹性体实现 跨越式发展。待项目主装置2号线明年1月中旬投运后，鼎际得在新材料 ...

优产突破，品质对标赢得市场信赖 目前，项目产出产品以POE改性料为主，经检测，其各项关键性能指标均达到国际主流同类产品水平， 实现了从"国产化"到"国产优质化"的跃升。产品已向下游超百家客户送样测试，并获得数十家主流厂商 的认可。截至目前，累计发货量已突破5000吨，充分证明了其卓越、稳定的产品力，进口替代进程正加 速推进。 鼎际得表示，从奠基到稳产，从试车到放量，公司正以扎实的步伐在新材料赛道上全速前行。未来，随 着产能全面释放与市场深度开拓，公司将继续以稳产优产的实践，为实现"二次腾飞"贡献关键力量，谱 写国产高端新材料自主自强的坚实篇章。（燕云） 该项目自2024年3月正式动工以来，历经18个月的高效建设期，项目于2025年6月实现中试装置投产，并 于10月迎来主装置1#线一次投料成功。目前，主装置1#线正以稳定运行的态势，驱动国产高端聚烯烃弹 性体实现跨越式发展。 稳产攻坚，双线推进奠定产能基石 当前，POE主装置1#线生产运行平稳有序，已成为稳定输出高品质产品的核心力量。与此同时，2#线建 设已全面进入施工收尾阶段，计划于2026年1月中旬投入运行。双线布局的完成将形成产能合力，为市 场供应提供坚实 ...

行业走势图 数据来源：聚源 -19% -10% 0% 10% 19% 29% 38% 2024-12 2025-04 2025-08 基础化工 沪深300 基础化工 基础化工 2025 年 12 月 17 日 投资评级：看好（维持） 相关研究报告 《中央经济工作会议强调深入整治 "内卷式"竞争，磷肥市场座谈会在 北京召开—行业周报》-2025.12.14 《关注 BOPET 行业反内卷动向，全球 MDI 价格联动上涨—化工行业周报》 -2025.12.7 《发改委价格司组织召开价格无序竞 争成本认定工作座谈会，2026 年中国 钾肥大合同达成 — 行 业 周 报 》 -2025.11.30 抗老化助剂厂家发布涨价函，看好行业景气底部向上 修复、格局优化 ——抗老化助剂行业点评报告 | 金益腾（分析师） | 徐正凤（分析师） | | --- | --- | | jinyiteng@kysec.cn | xuzhengfeng@kysec.cn | | 证书编号：S0790520020002 | 证书编号：S0790524070005 | 事件：抗老化助剂厂家发布涨价函，看好行业景气底部向上修复、格局优化 12 ...

证券日报网讯12月10日，鼎际得（603255）在互动平台回答投资者提问时表示，公司近年正在积极拓展 海外市场，已有产品出口至欧盟国家。 ...

Group 1 - The core viewpoint of the articles indicates that from December 1 to December 7, brokerages provided target prices for listed companies a total of 79 times, with notable increases in target prices for Wanrun New Energy, Inspur Information, and Wanyi Technology, showing increases of 83.49%, 63.08%, and 61.39% respectively, belonging to the battery, computer equipment, and general equipment industries [1] - A total of 183 listed companies received brokerage recommendations during the same period, with Yongtai Energy, Jereh Holdings, and BYD each receiving 5 recommendations [2] - In terms of rating upgrades, Western Securities raised the rating of China Resources Sanjiu from "Hold" to "Buy" during this period [3] Group 2 - Regarding rating downgrades, Zhongtai Securities lowered the rating of Wanxing Technology from "Buy" to "Hold" [4] - There were 53 instances of first-time coverage by brokerages, with New Jinlu receiving an "Accumulate" rating from Zhongyou Securities, Yongzhen Co. receiving a "Buy" rating from Aijian Securities, Hangyang Co. receiving an "Accumulate" rating from Dongwu Securities, Jiemai Technology receiving a "Buy" rating from Guosheng Securities, and Yutong Optical receiving a "Buy" rating from Western Securities [4]

证券代码：603255 证券简称：鼎际得 公告编号：2025-062 辽宁鼎际得石化股份有限公司 关于为子公司提供担保的进展公告 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法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | 辽宁鼎际得石化科技有限公司（以 下简称"石化科技"） | | --- | --- | --- | --- | | | | 本次担保金额 | 12,000 万元 | | 担 象 | 保 对 | 实际为其提供的担保余额 | 406,000 万元(不含本次) | | | | 是否在前期预计额度内 | 是 □否 □不适用：_________ | | | | 本次担保是否有反担保 | □是 ☑否 □不适用：_________ | | | | 被担保人名称 | 石化科技 东北中小企业融资再担保股份有限 | | 担 | 保 对 | 反担保对象 | 公司大连分公司（以下简称"东北 | | 象 | | | 再担保公司"） | | | | 本次担保金额 | 12,000 万元 | | | | 实际为其提供 ...

Core Points - The company has decided to repurchase and cancel 20,000 restricted stocks due to the termination of employment of one incentive object under the stock option and restricted stock incentive plan [1][3][5] Group 1: Repurchase and Cancellation Details - The repurchase price for the restricted stocks is set at 18.154 yuan per share [1] - The decision for the repurchase was approved in meetings held on August 13, 2025, and subsequently at the third extraordinary general meeting of shareholders on September 1, 2025 [2][3] - The company has complied with legal requirements regarding creditor notification and has not received any objections from creditors regarding the repurchase [2] Group 2: Reasons for Repurchase - The repurchase is based on the provisions of the incentive plan, which allows for cancellation of stocks if the incentive object is no longer qualified due to various reasons, including inability to meet performance targets or breach of conduct [3][4] - The specific case involved one incentive object whose employment was terminated, leading to the decision to cancel their unvested restricted stocks [3][4] Group 3: Future Actions and Compliance - The company has opened a special securities account for the repurchase and is in the process of completing the necessary cancellation procedures, expected to be finalized by November 19, 2025 [5] - The board of directors has confirmed that all procedures and disclosures related to the repurchase comply with relevant laws and regulations [6]