格隆汇8月21日丨镇海股份(603637.SH)公布2025年半年度报告，报告期实现营业收入1.71亿元，同比下 降14.76%；归属于上市公司股东的净利润2595.61万元，同比下降30.42%；归属于上市公司股东的扣除 非经常性损益的净利润2225.32万元，同比下降31.26%；基本每股收益0.11元。 营业收入较上年同期减少14.76%，主要系本期部分总承包项目实施进度不及预期，导致报告期内未能 按计划形成相应收入结算所致。 ...

镇海股份公告，2025年上半年营业收入1.71亿元，同比下降14.76%。净利润2595.61万元，同比下降 30.42%。 ...

天眼查商业履历信息显示，镇海石化工程股份有限公司，成立于1994年，位于宁波市，是一家以从事专 业技术服务业为主的企业。企业注册资本23868.5877万人民币，实缴资本23868.5877万人民币。公司法 定代表人为戚元庆。 通过天眼查大数据分析，镇海石化工程股份有限公司共对外投资了5家企业，参与招投标项目1040次， 专利信息75条，此外企业还拥有行政许可37个。 来源：金融界 金融界消息 截至2025年8月19日收盘，镇海股份（603637）报收于11.02元，下跌0.54%，换手率 2.44%，成交量5.82万手，成交金额6414.94万元。 资金流向方面，今日主力资金净流出1574.44万元，占比成交额24.54%。其中，超大单净流出982.44万 元、占成交额15.31%，大单净流出592.00万元、占成交额9.23%，中单净流出流入355.00万元、占成交 额5.53%，小单净流入1219.44万元、占成交额19.01%。 镇海股份最新一期业绩显示，截至2025一季报，公司营业总收入5363.33万元、同比减少47.25%，归属 净利润592.68万元，同比减少29.57%，扣非净利润377.0 ...

Group 1 - The company, Zhenhai Co., reported that as of August 8, 2025, the total number of shareholders is 11,685 [2]

Group 1 - The company, Zhenhai Co., announced plans to hold a semi-annual performance briefing on August 26, 2025, from 15:00 to 16:00 [1]

重要内容提示： 会议召开时间：2025 年 8 月 26 日（星期二）下午 15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：网络在线互动 投资者可于 2025 年 8 月 20 日（星期三）至 8 月 25 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过电子邮件 （zpec@izpec.com）方式联系公司，提出所关注的问题，公司将在业绩说明 会上对投资者普遍关注的问题进行回答。 证券代码：603637 证券简称：镇海股份 公告编号：2025-027 镇海石化工程股份有限公司 关于召开 2025 年半年度业绩说明会的预告公告 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。 公司参加本次业绩说明会的人员：董事长郑祯先生、董事兼总经理戚元庆先 生、独立董事葛攀攀先生、财务总监张婧女士、董事会秘书石丹女士。 四、投资者参加方式 （一）投资者可在 2025 ...

Group 1 - FDCA is a high-value bio-based compound with a wide range of applications, serving as a substitute for terephthalic acid and enabling the production of high-performance bio-based polymers [2][8] - The synthesis routes for FDCA are diverse, with the HMF route being the most promising and showing significant progress towards industrial production [17][18] - The global FDCA market is expected to grow at a compound annual growth rate (CAGR) of 8.9% from 2021 to 2028, potentially reaching $873.28 million by 2028 [4][51] Group 2 - Internationally, several companies have achieved FDCA production, with significant investments made since 2004, including major players like Coca-Cola, DuPont, and Avantium [3][35] - Domestic research on FDCA began around 2010 and has rapidly advanced, with notable breakthroughs in synthesis and polymerization processes [3][41] - The domestic industry is still in its early stages of commercialization, but there is a growing number of patents and publications, indicating a strong research foundation [3][41] Group 3 - PEF, derived from FDCA and ethylene glycol, exhibits superior properties compared to PET, including higher mechanical strength and better gas barrier performance, making it a promising alternative [5][10] - The application areas for PEF include food packaging, films, and fibers, with significant potential for replacing PET in various markets [5][10] - The production of PEF is expected to expand, driven by the increasing demand for sustainable materials and the growth of the bio-based product market [5][51] Group 4 - Companies like Avantium and Eastman are leading the way in FDCA production technology, with Avantium's YXY technology being a notable example [36][39] - Domestic companies such as Hefei Lif Biological and Zhongke Guosheng are making strides in FDCA production, with innovative processes and significant production capacity planned for the near future [44][45] - The collaboration between research institutions and companies is fostering innovation and accelerating the commercialization of FDCA and its derivatives in China [41][44]

Investment Rating - The report maintains a rating of "Overweight" for the FDCA industry [7] Core Insights - FDCA is a high-value bio-based compound with a wide range of applications, particularly in the production of PEF, which has significant market potential [1][3][5] - The global FDCA market is expected to grow at a compound annual growth rate (CAGR) of 8.9% from 2021 to 2028, potentially reaching USD 873.28 million by 2028 [3] - PEF, derived from FDCA, exhibits superior properties compared to PET, making it a promising alternative in various applications [4][5] Summary by Sections FDCA Overview - FDCA is a bio-based aromatic monomer derived from biomass such as starch and cellulose, recognized as a suitable substitute for terephthalic acid [1][14] - The synthesis routes for FDCA include chemical and biological methods, with the HMF route being the most promising for industrialization [1][26][27] Domestic and International Development - Internationally, several companies have achieved FDCA production since 2004, while domestic efforts began around 2010 and are rapidly advancing [2][45][56] - Notable international players include Avantium, Corbion Purac, and DuPont, which have made significant strides in FDCA and PEF research and production [45][46][48] Market Potential and Applications - The FDCA market is projected to exceed USD 1.13 billion by 2031, driven by increasing demand for bio-based products [3] - PEF's applications span food packaging, films, and fibers, with its oxygen and carbon dioxide barrier properties significantly outperforming PET [4][18][19] Investment Recommendations - The report suggests focusing on companies involved in FDCA production, such as Tongkun Co., New Fengming, and Zhenhai Refining & Chemical [5][58][60]

镇海股份8月1日披露，截至7月31日公司股东户数为9862户，较上期（7月20日）减少548户，环比降幅 为5.26%。这已是该公司股东户数连续第2期下降。 证券时报·数据宝统计，截至发稿，镇海股份收盘价为11.35元，上涨1.61%，本期筹码集中以来股价累 计上涨1.16%。具体到各交易日，6次上涨，4次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入5363.33万元，同比下降47.25%，实现净利润 592.68万元，同比下降29.57%，基本每股收益为0.0200元，加权平均净资产收益率0.58%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

证券之星消息，7月31日专业工程板块较上一交易日下跌1.54%，时空科技领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000032 | 深桑达A | 3091.75万 | 4.19% | 425.77万 | 0.58% | -3517.52万 | -4.76% | | 300986 | 志特新材 | 1570.44万 | 5.02% | -552.26万 | -1.76% | -1018.19万 | -3.25% | | 601133 | 柏诚股份 | 769.22万 | 7.91% | -247.97万 | -2.55% | -521.25万 | -5.36% | | 603637 | 镇海股份 | 574.78万 | 5.78% | -53.72万 | -0.54% | -5 ...