7月7日晚间，长鸿高科（605008）发布公告称，计划以发行股份、可转换公司债券及支付现金方式购买 广西长科新材料有限公司100%股权并同时募集配套资金。 TPES兼具橡胶和热塑性塑料的双重性能和宽广特性，在常温下显示橡胶高弹性，高温下又能塑化成 型，是一类可替代传统合成橡胶的新型高分子材料，是传统合成橡胶的升级品种，被称为继天然橡胶、 合成橡胶之后的"第三代橡胶"。 2024年，长鸿高科在保持原有全生物可降解PBAT/PBS生产能力的前提下，通过技术改造和工艺优化， 将PBT产品从原来同时生产两个牌号产品升级为可同时生产四个牌号产品，实现PBT产品牌号全系列覆 盖。 同时，公司在开发出国内首家以富芳烃油为原料生产PBAT黑色母粒装置基础上，加大研发投入，进行 余热回收技术改造，将黑色母粒生产过程中富余热量回收利用，实现蒸汽自给满足生产所需，从而提升 经济效益。 根据公告，广西长科是一家专注于特种合成树脂高分子材料研发、生产和销售的高新技术企业，产品包 括透明ABS、高透明MS、高腈AS、高抗冲ABS/HIPS、高光ABS/HIPS等特种树脂产品。 公司表示，通过本次交易，公司将与广西长科在产品生产、原料采购 ...

每经记者｜范芊芊 每经编辑｜文多 并购重组 杭叉集团：子公司拟增资扩股收购国自机器人约99%股份 杭叉集团公告称，公司控股子公司浙江杭叉智能科技有限公司（以下简称杭叉智能）拟以增资扩股方式 收购关联方杭州昆霞投资管理合伙企业（有限合伙）、杭州巨星科技股份有限公司及其他转让方持有的 浙江国自机器人技术股份有限公司（文中简称国自机器人）99.23%股份。交易完成后，公司持有杭叉 智能的股权比例将由81%变更为44.28%，仍为控股股东。本次交易构成关联交易，不构成重大资产重 组，交易金额为2.89亿元。 长鸿高科：正在筹划购买广西长科100%股权 宝通科技：两股东拟合计减持不超过2.36%公司股份 宝通科技公告称，公司控股股东、实际控制人包志方计划减持不超过837.49万股，占公司总股本的 2%。公司董事、副总经理唐宇计划减持不超过152.70万股，占公司总股本的0.36%。减持原因为个人资 金需求，减持期间为今年7月29日—10月28日。 业绩披露 华友钴业：上半年归母净利润同比预增56%~68% 华友钴业公告称，预计2025年上半年实现归母净利润26亿元到28亿元，同比增加55.62%到67.59%。业 绩预 ...

★ 宏观动态 ★ 据南方+，近日，天河区在环五山创新策源区项目中，在天河区委、区政府和广州市规划和自然资源局的指导 下，市规划和自然资源局天河区分局（天河区土地开发中心）成功开出面额高达1亿元的房票。这不仅是天河 区自主实施储备项目发出的首宗房票，而且刷新了广州市单张房票面额的最高纪录，标志着天河区落实市委、 市政府"拼经济"核心工作部署取得重要进展。目前，被收储方已成功运用亿元房票，签订物业购买合同。 深交所：定于7月21日发布深证专精特新指数、创业板专精特新指数 7月7日，深交所发布深证专精特新等2条指数的公告。深圳证券交易所和深圳证券信息有限公司定于2025年7月 21日发布深证专精特新指数（简称深小巨人，代码399268）、创业板专精特新指数（简称专精特新，代码 399267）。上述2条指数均采用自由流通市值加权，于每年6月、12月的第二个星期五的下一个交易日进行样本 股定期调整，并通过深交所行情系统计算发布。 中证专精特新100指数将于7月21日正式发布 国家外汇管理局：受汇率折算和资产价格变化等因素综合作用，6月外汇储备规模上升 国家外汇管理局统计数据显示，截至2025年6月末，我国外汇储备规模为 ...

证券代码：605008 证券简称：长鸿高科 公告编号：2025-037 宁波长鸿高分子科技股份有限公司 关于筹划重大资产重组的停牌公告 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： 证券停复牌情况：适用 因筹划重大资产重组事项,本公司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 期间 | | | | 605008 | 长鸿高科 | A 股 | 停牌 | 2025/7/8 | | | | 二、本次交易的基本情况 （一）交易标的基本情况 本次交易标的公司的基本信息如下： | 公司名称 | 广西长科新材料有限公司 | | | | | --- | --- | --- | --- | --- | | 统一社会信用代码 | 91450600591309260X | | | | | 成立日期 | 年 3 7 | 2 ...

Core Insights - The article highlights the entrepreneurial journey of Tao Chunfeng, emphasizing his commitment to innovation, green development, and social responsibility in the petrochemical industry [2][3][4]. Group 1: Entrepreneurial Journey - Tao Chunfeng's early interest in the petrochemical industry led him to explore new applications of petroleum, focusing on environmental sustainability and value addition [3]. - After graduating, he worked at Sinopec Zhenhai Refining & Chemical Company, where he achieved over 30 technical innovation and management awards within two years [4]. - He made a bold decision to leave a stable position in state-owned enterprises to establish Ningbo Keyuan Plastic Co., facing numerous challenges in the initial stages of entrepreneurship [4][5]. Group 2: Innovation and Product Development - In 2010, the company seized the opportunity presented by national policies promoting thermoplastic elastomer materials, leading to the establishment of Keyuan Special Rubber Co., which became a flagship product line [5][6]. - The company faced initial product quality challenges but overcame them through dedicated research and development, resulting in 95 patents for various innovations [6][7]. - The successful launch of the transparent ABS project in Guangxi marked a significant technological breakthrough, enabling the production of 600,000 tons of high polymer materials annually [7]. Group 3: Commitment to Green Development - The company prioritizes green development, aligning its product planning with the "dual carbon" economic strategy, focusing on energy conservation and environmental protection [10]. - Tao Chunfeng identified a market opportunity in biodegradable plastic films, leading to the development of a product that enhances agricultural efficiency while addressing environmental concerns [10][11]. - The establishment of a biodegradable product supply chain not only reduces costs but also promotes resource recycling and achieves multiple benefits for society and the company [11]. Group 4: Social Responsibility and Philanthropy - As a representative of the Zhejiang Provincial People's Congress, Tao Chunfeng has actively contributed to local economic development and social welfare through various proposals and initiatives [12]. - The company has established charitable foundations to support underprivileged students and employees, demonstrating a long-term commitment to social responsibility [12]. - Tao Chunfeng's philanthropic efforts extend to improving educational conditions in his hometown, reflecting a deep connection to community development [12].

Group 1 - Four public REITs have been approved within a week, indicating a rapid expansion of the public REITs market [1][2] - The newly approved public REITs include 华夏华电清洁能源 REIT and 创金合信首农产业园 REIT, with underlying assets related to energy and industrial parks [1][3] - The 华夏华电清洁能源 REIT is backed by a natural gas combined heat and power project, while the 创金合信首农产业园 REIT is based on a high-quality industrial park in Beijing [2][3] Group 2 - The secondary market for public REITs is experiencing significant activity, with multiple products triggering temporary suspensions due to excessive price increases [4][5] - For instance, 汇添富上海地产租赁住房 REIT saw a price increase of 52.50% from its base price, leading to a temporary suspension [4] - Since the beginning of the year, nearly 40 instances of temporary suspensions due to price surges have been recorded in the public REITs market [5]

Group 1 - The approval of the Huaxia Huadian Clean Energy REIT marks a significant step for the clean energy REIT market in China, linking social capital with the clean energy industry to inject new momentum into the "dual carbon" goals [1][2] - The initial investment projects of the Huaxia Huadian Clean Energy REIT include the Huadian International Power Co., Ltd., Hangzhou Gas Group Co., Ltd., and Hangzhou Qiantang New District Industrial Development Group Co., Ltd., focusing on the Huadian Jiangdong natural gas cogeneration project [1] - The project consists of two 480.25 MW gas-steam combined cycle cogeneration units, with stable operational performance and revenue sources from both power generation and heating services [1] Group 2 - The establishment of the Huaxia Huadian Clean Energy REIT represents an innovative practice of financial services supporting the real economy and signifies a deep integration of the clean energy industry with the capital market [2] - It provides investors with a tool for "one-click allocation of green assets" and leverages capital to drive the upgrade of the clean energy industry chain, offering a replicable market-oriented path for achieving "dual carbon" goals [2]

证券代码：605008 证券简称：长鸿高科 公告编号：2025-036 宁波长鸿高分子科技股份有限公司 关于上海证券交易所对公司2024年年度报告的信息 披露监管问询函的回复公告 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。 宁波长鸿高分子科技股份有限公司（以下简称"公司"）于近日收到上海 证券交易所上市公司管理一部发送的《关于宁波长鸿高分子科技股份有限公司 2024年年度报告的信息披露监管问询函》（上证公函 [2025]0546号）（以下简 称"《问询函》"）。公司对《问询函》涉及的问题进行了逐项核实，现将回 复情况公告如下： 一、问题1.关于公司经营情况。年报显示，报告期公司主要从事相关产 品的生产和销售，公司2024年分季度营业收入分别为7.71亿元、8.14亿元、 9.47亿元、11.01亿元，扣非归母净利润分别为4,163.97万元、2,901.68万元、 366.29万元、-556.97万元，经营活动产生的现金流量净额分别为-6,249.49 万元、15,383.37万元、2,937.38万元、22,792.46 ...

立信中联会计师事务所(特殊普通合伙) 《关于宁波长鸿高分子科技股份有限公司 2024 年年度报告的信息披露监管问询函》的回复 立信中联专复字[2025]D-0184 号 立信中联会计师事务所(特殊普通合伙) LixinZhonglian CPAs (SPECIAL GENERAL PARTNERSHIP) 目 家 一、 专项说明 1—83 . in the and and the submit and the subject of the subject of the station of the station of the station of the station of t 立信中联会计师事务所(特殊普通合伙) LixinZhonglianCPAs(SPECIALGENERALPARTNERSHIP) 立信中联会计师事务所(特殊普通合伙) 《关于宁波长鸿高分子科技股份有限公司 2024 年年度报告的信息披露监管问询函》的回复 立信中联专复字[2025]D-0184 号 上海证券交易所上市公司管理一部: 根据贵部出具的《关于宁波长鸿高分子科技股份有限公司 2024 年年度报告 的信息披露监管问询函》(上 ...

Investment Rating - The report maintains a "Recommend" rating for the new materials sector [1]. Core Insights - The new materials sector has shown resilience, outperforming the broader market and the basic chemicals sector, with a weekly change of 2.11% compared to 1.85% for the basic chemicals index [11]. - The report highlights a recovery in prices for certain materials, with SAF Europe FOB prices increasing by 6.51% and oxygen prices rising by 0.24% [20]. - The report emphasizes the importance of domestic production capabilities in response to international trade tensions, particularly in the new materials sector [10]. Industry Updates - The easing of US-China trade tensions has led to a replenishment window in trade, resulting in increased inquiries and rising prices for oil and chemical products [9]. - The report notes that the ROE-PB for the chemical industry has reached new lows, indicating a potential for recovery in the sector [9]. - The report suggests a focus on growth sectors, particularly in new materials that are critical for self-sufficiency and innovation [9][10]. Market Performance - The report provides data on the performance of various materials, indicating that lithium iron phosphate prices have decreased by 3.81%, while SAF China FOB prices fell by 2.94% [20]. - The report lists the top-performing new materials stocks, including Lingpai Technology and Suli Co., which have seen significant weekly gains [25]. Regulatory Developments - The report discusses the investigation into DuPont China by the State Administration for Market Regulation, which may benefit domestic production efforts [12]. - New safety regulations for electric vehicle batteries will be enforced starting July 1, 2026, which may drive innovation in battery materials [13]. Sector Trends - The report identifies key areas for investment within the new materials sector, including high-tech materials that are currently dominated by foreign companies and are in urgent need of domestic alternatives [17][18]. - The report highlights the potential for growth in the renewable energy materials sector, particularly in hydrogen and battery technologies [15][16].