关键词 | 项目进展 |新和成|生物基PPS 硫化钠法制备聚苯硫 醚（PPS） 因此，生物基PPS路线则需要得到关键 原料：生物基 对二氯苯 。 从全球来看，生物基PPS布局企业寥寥无几 。目前， 日本东丽（Toray）公司 、 比利时索尔维 （Solvay） 在该方向已突破相关产品并取得重要认证。 日本东丽（Toray） ：2022年， 东丽发布《2022年可持续发展报告 》中公布的"技术开发路线 图"，其中提 到了已 启动"Bio-PPS"的基础研究，并于2030年实现商业化。事实上， 2023年7 月，东丽公布了 位于 Gunsan 工厂的PPS树脂 已通过了 ISCC PLUS （国际可持续发展与碳认 证） 认证 。 经认证的PPS树脂使用由植物来源的 生物石脑油 和 塑料废料热解油 制成的原材料， 这些原材料的物理性能与普通的PPS树脂相同。 【生物基能源与材料】 获 悉，有投资者在投资者互动平台向 新和成 （002001.SZ）提问：贵公司 的 生物基聚苯硫醚（PPS）产品 生物基含量是多少？在机械强度、耐高温性（熔点285℃）等核心 指标上是否对标传统产品？产品是否能满足新能源汽车电池盒、5G基 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司PPS是采用溶液聚合法还是熔融缩聚法生产？ 产品是电子级还是薄膜级？2.2万吨产能是否满产满销？ 新和成（002001.SZ）11月10日在投资者互动平台表示，公司PPS采用溶液聚合法，产品有很多级别， 基本可以覆盖市场上的所有需求，包括薄膜等级别。目前PPS产品满产满销。 ...

格隆汇11月10日丨新和成(002001.SZ)在投资者互动平台表示，公司生物基PPS产品的生物基含量是 100%，机械性能核心指标跟传统产品对标，性能一致，产品可以在严苛条件下使用。目前已经进入小 批量销售阶段，市场反响好。 ...

格隆汇11月10日丨新和成(002001.SZ)在投资者互动平台表示，目前PPS产品满产满销。 ...

Group 1 - APEC serves as a significant platform for trade and investment liberalization in the Asia-Pacific region, with Zhejiang's import and export value to APEC economies reaching 2.02 trillion yuan, a year-on-year increase of 3.8% [1] - The AEO certification system has become a key factor for companies to expand their markets, with private enterprises playing a crucial role in foreign trade [2][4] - Zhejiang's exports of electromechanical products to APEC economies amounted to 654.68 billion yuan, growing by 4.0%, and accounting for 45.6% of total exports to APEC [4] Group 2 - Zhejiang's private enterprises contributed significantly to trade growth, with imports and exports to APEC economies reaching 1.6 trillion yuan, a 4.8% increase, representing 78.9% of the total trade value [4] - The trade structure with APEC economies has been optimized, with notable growth in exports of automotive parts and high-tech products [4][5] - Trade with emerging markets such as Singapore and Brunei saw substantial growth, with increases of 43.3% and 78.9% respectively [5]

Core Viewpoint - The Medical Health R Index (480016) closed at 7535.01 points, down 0.39%, with a trading volume of 21.869 billion yuan and a turnover rate of 0.89% on November 7 [1] Group 1: Index Performance - The index had 26 stocks rising, with Xinhecheng leading at a 4.9% increase, while 23 stocks fell, with Zaiqing Pharmaceutical leading the decline at 4.35% [1] - The top ten constituent stocks of the Medical Health R Index are primarily in the pharmaceutical and medical sectors, with notable weights and market capitalizations [1] Group 2: Key Constituents - WuXi AppTec (sh603259) holds a weight of 13.66% with a market cap of 282.98 billion yuan, closing at 94.84 yuan, down 0.89% [1] - Hengrui Medicine (sh600276) has an 11.00% weight, a market cap of 408.72 billion yuan, and closed at 61.58 yuan, down 1.35% [1] - Mindray Medical (sz300760) has a weight of 7.57%, a market cap of 249.51 billion yuan, and closed at 205.79 yuan, down 0.27% [1] - Other notable constituents include United Imaging Healthcare (sh688271), Pianzai Shou (sh600436), and Xinhecheng (sz002001), which saw a 4.9% increase [1] Group 3: Capital Flow - The Medical Health R Index constituents experienced a net outflow of 240 million yuan from institutional investors and 119 million yuan from retail investors, while retail investors saw a net inflow of 359 million yuan [1] - Specific stocks like Huazhong Pharmaceutical (000999) and Yuyue Medical (002223) showed significant net inflows and outflows among different investor types [2]

Group 1 - The core point of the news is that Xinhengcheng Co., Ltd. has seen a stock price increase of 5.07%, reaching 25.71 yuan per share, with a trading volume of 1.311 billion yuan and a turnover rate of 1.71%, resulting in a total market capitalization of 79.018 billion yuan [1] - Xinhengcheng Co., Ltd. is located in Zhejiang Province and was established on April 5, 1999, with its listing date on June 25, 2004. The company specializes in the production and sales of nutritional products, flavoring agents, high polymer new materials, and raw pharmaceuticals [1] - The revenue composition of Xinhengcheng Co., Ltd. is as follows: nutritional products account for 64.86%, flavoring agents 18.96%, new materials 9.35%, and others 6.83% [1] Group 2 - From the perspective of major fund holdings, Xinhengcheng Co., Ltd. is a significant investment for the Xingsheng Global Fund, with the Xinheng Selected Mixed Fund holding 2.58% of its net asset value in the company, ranking as the tenth largest holding [2] - The Xinheng Selected Mixed Fund, established on August 3, 2011, has a current scale of 2.108 billion yuan and has achieved a year-to-date return of 26.77%, ranking 3561 out of 8148 in its category [2] - The fund manager, Chen Yu, has been in position for 10 years and 78 days, with the fund's total asset size at 5.298 billion yuan, achieving a best return of 127.86% and a worst return of -25.6% during his tenure [2]

Core Viewpoint - The company Xinhecheng (002001) announced on November 6 that it has a current production capacity of 300,000 tons of solid methionine, with a 70,000-ton expansion project that has received environmental assessment approval and is progressing smoothly, with future capacity release to be aligned with market conditions [1] Group 1 - The current production capacity of solid methionine is 300,000 tons [1] - The expansion project of 70,000 tons has received environmental assessment approval [1] - The company plans to release additional capacity based on market conditions [1]

Core Viewpoint - The company is committed to a "Chemicals+" and "Biotechnology+" strategy, focusing on seizing opportunities in the nutrition, new materials, flavor and fragrance, and active pharmaceutical ingredients sectors [1] Financial Performance - In Q3 2025, the company achieved a revenue of 5.541 billion yuan and a net profit attributable to shareholders of 1.717 billion yuan [1] - For the first three quarters of 2025, the company reported a total revenue of 16.642 billion yuan, representing a year-on-year growth of 5.45% [1] - The net profit attributable to shareholders for the same period was 5.321 billion yuan, showing a year-on-year increase of 33.37% [1] Strategic Initiatives - The company has been expanding its domestic and international markets through production and sales linkage since 2025 [1] - Continuous innovation and optimization of production processes have been emphasized to enhance operational efficiency [1] - The company is focused on meticulous cost and expense management to ensure stable growth in key operational metrics [1]

证券日报网讯 新和成（002001）11月6日发布公告，在公司回答调研者提问时表示，公司立足"化工+、 生物+"，致力于成为新材料行业的生力军，重点发展高性能聚合物及关键中间体，适度发展材料下游 应用。PPS具有机械强度高、耐高温、耐化学药品性、热稳定性好、电性能优良、耐辐射和阻燃等优 点，在新能源、半导体、高端制造等领域的需求增长显著。公司PPS现有产能2.2万吨，后续公司将结合 公司战略规划和市场发展态势，稳步有序推进扩建产能项目建设。 ...