Investment Rating - The report maintains a positive outlook on the chemical industry, with specific buy and hold recommendations for various companies [2][20]. Core Insights - The report highlights the closure of Dow's organic silicon production capacity in Barry, UK, which is expected to increase domestic export demand and support the upstream industrial silicon costs, indicating a potential reversal in the organic silicon industry [4][5]. - The demand for high-end AI PCBs is projected to surge due to the continuous growth in computing power requirements, driven by GPU, ASIC, and 800G switch technologies [4]. - The report notes that the recent tariff announcements from the US on imports from Southeast Asia are lower than expected, stabilizing pessimistic market sentiments [4]. Industry Dynamics - The macroeconomic outlook for the chemical industry indicates a significant increase in oil supply led by non-OPEC countries, with a stable global GDP growth rate of 2.8% [5]. - The report mentions that coal prices are expected to decline in the medium to long term, alleviating pressure on downstream sectors [5]. - Natural gas exports from the US are anticipated to accelerate, potentially lowering import costs [5]. Company Recommendations - Companies to watch in the organic silicon sector include Dongyue Silicon Materials, Xin'an Chemical, and Xingfa Group [4]. - In the PCB sector, recommended companies include Shengquan Group, Dongcai Technology, Lianrui New Materials, Yake Technology, Tiancheng Technology, and Jiuri New Materials [4]. - For traditional cyclical stocks, the report suggests focusing on leading companies in various segments such as Wanhu Chemical, Hualu Hengsheng, and Baofeng Energy [4]. Price Trends - The report provides specific price movements for various chemical products, such as PTA prices decreasing by 2.8% to 4715 RMB/ton, while MEG prices increased by 0.7% to 4409 RMB/ton [11]. - Urea prices rose by 2.9% to 1800 RMB/ton, while phosphate prices remained stable [12]. - The report notes that the price of DMC increased by 1.9% to 11000 RMB/ton, indicating a recovery in the organic silicon market [15].

| RPM Interna ... | 113.30 | -1.00 (-0.87%) | 84.63万股 | 145.50亿 -7.10% | = == | | --- | --- | --- | --- | --- | --- | | us RPM | 113.30 | 0.00 (0.00%) 盘后 | | | | | 3M公司 | 155.84 | -1.48 (-0.94%) | 240.16万股 | 838.70亿 +21.91% | 0 … | | us MMM | 155.83 | -0.01 (-0.01%) 盘后 | | | | | 斑马技术 | 327.14 | -3.21 (-0.97%) | 41.75万股 | 166.36亿 -15.30% | == | | US ZBRA | 310.79 | -16.35 (-5.00%) 盘后 | | | | | 梅特勒-托利多 | 1223.93 | -12.31 (-1.00%) | 11.88万股 | 254.37 亿 +0.02% | = == | | us MTD | 1223.93 | 0.00 (0.00%) 盘后 | | | ...

周二（7月8日），"特朗普关税输家"指数涨0.15%，报101.76点，美股盘初一度呈现出V形反转。 少数成分股收跌，孩之宝跌0.05%，蔻驰跌0.28%，SharkNinja跌0.37%，耐克跌3.41%表现倒数第二， e.l.f. Beauty跌4.41%。 成分股Fluence Energy涨5.39%，海伦特洛伊涨3.95%，史丹利百得涨3.45%，"特斯拉劲敌"Rivian涨 2.98%，百思买涨2.45%，3M涨1.25%表现靠前。 ...

证券代码：002588 证券简称：史丹利 公告编号：2025-021 史丹利农业集团股份有限公司 本公司及董事会全体成员保证公告的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、对外担保概述 史丹利农业集团股份有限公司（以下简称"公司"或"保证人"）分别于 2025 年 4 月 17 日和 2025 年 5 月 13 日召开的第六届董事会第十三次会议、2024 年 度股东大会审议通过了《关于公司 2025 年度对外担保额度预计的议案》，同意 公司 2025 年度预计向对最近一期资产负债率未超过 70%的控股子公司松滋史丹 利宜化新材料科技有限公司（以下简称"松滋新材料"）提供担保额度预计不超 过人民币 4.60 亿元，松滋新材料其他股东按出资比例对其提供同等担保，松滋 新材料对该担保提供反担保。上述担保额度在任一时点的担保余额不得超过股 东大会审议通过的担保额度，担保方式为连带责任保证担保，担保额度有效期 自股东大会审议通过之日起 12 个月内有效。详细内容请见公司于 2025 年 4 月 《证券日报》和巨潮资讯网（www.cninfo.com.cn）的《关于公司 2025 年度对 外担保额 ...

证券代码：002588 证券简称：史丹利 公告编号：2025-021 史丹利农业集团股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证公告的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、对外担保概述 史丹利农业集团股份有限公司（以下简称"公司"或"保证人"）分别于 2025 年 4 月 17 日和 2025 年 5 月 13 日召开的第六届董事会第十三次会议、2024 年 度股东大会审议通过了《关于公司 2025 年度对外担保额度预计的议案》，同意 公司 2025 年度预计向对最近一期资产负债率未超过 70%的控股子公司松滋史丹 利宜化新材料科技有限公司（以下简称"松滋新材料"）提供担保额度预计不超 过人民币 4.60 亿元，松滋新材料其他股东按出资比例对其提供同等担保，松滋 新材料对该担保提供反担保。上述担保额度在任一时点的担保余额不得超过股 东大会审议通过的担保额度，担保方式为连带责任保证担保，担保额度有效期 自股东大会审议通过之日起 12 个月内有效。详细内容请见公司于 2025 年 4 月 18 日刊登在指定信息披露媒体《中国证券报》《上海证券报》《证券时 ...

2025年4月，山东上市公司的品牌传播效果整体表现如何？日前，壹点智库Brand-C品牌数字实验室对山东上市公司的品牌传 播效果进行了大数据测评，发布了4月份山东上市公司网络传播影响力指数（简称"INC指数"）。数据显示，该月份310家山 东上市公司的INC指数平均值为588.49，与3月相比传播影响力均值增长0.43%。全部品牌INC指数排名上涨最多的是中创物流 股份有限公司，上涨156名；下降最多的是智洋创新科技股份有限公司，下降132名。 位居排行榜前十的分别是青岛啤酒股份有限公司、歌尔股份有限公司、山东高速股份有限公司、海尔智家股份有限公司、中 国重汽集团济南卡车股份有限公司、万华化学集团股份有限公司、澳柯玛股份有限公司、东阿阿胶股份有限公司、浪潮电子 信息产业股份有限公司、史丹利农业集团股份有限公司，其中排名上涨最多的是歌尔股份有限公司，提升14名。上个月排名 前十的品牌本月下降最多的是华熙生物科技股份有限公司，下降10名。 INC指数全称是"网络传播影响力指数"，是数字化时代品牌传播效果量化评价体系。山东上市公司的INC指数评价维度包括传 播广度、传播热度、网络关注度、官网呈现度。INC指数的理论 ...

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which was approved at the 2024 annual general meeting held on May 13, 2025, and the announcement was published on May 14, 2025 [1] Group 1: Profit Distribution Plan - The profit distribution plan involves a cash dividend of 2.60 RMB per 10 shares (before tax) for all shareholders, based on a total share capital of 1,151,891,980 shares [1] - For specific categories of shareholders, different tax treatments apply, with a net dividend of 2.34 RMB per 10 shares for certain foreign investors and institutions [1] - The company will not withhold individual income tax at the time of distribution; instead, tax will be calculated based on the holding period when shares are sold [2] Group 2: Key Dates - The record date for the profit distribution is set for June 4, 2025, and the ex-dividend date is June 5, 2025 [3] Group 3: Distribution Method - The cash dividends for A-share shareholders will be directly credited to their accounts through their securities companies or other custodial institutions on the ex-dividend date [5] Group 4: Consultation and Documentation - The company’s securities department is available for inquiries regarding the distribution plan, with contact details provided [6] - Relevant documents regarding the dividend distribution schedule and board resolutions are available for review [7]

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which was approved at the shareholders' meeting held on May 13, 2025, and will distribute cash dividends to shareholders based on their holdings [1][2]. Summary by Sections Distribution Plan - The profit distribution plan for 2024 is set at a cash dividend of 2.60 RMB per 10 shares (before tax) for all shareholders, based on a total share capital of 1,151,891,980 shares. For certain investors, the net dividend after tax will be 2.34 RMB per 10 shares [1][2]. Taxation Details - The company will not withhold individual income tax for shareholders holding shares before the initial public offering (IPO) and will calculate tax based on the holding period when shares are sold. For shares held for one year or less, a tax of 0.26 RMB per 10 shares will be due; no tax is required for shares held for more than one year [2]. Key Dates - The record date for the distribution is set for June 4, 2025, and the ex-dividend date is June 5, 2025 [2]. Distribution Recipients - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the close of trading on June 4, 2025 [2]. Distribution Method - The cash dividends for A-share shareholders will be distributed through the China Securities Depository and Clearing Corporation Limited [2]. Consultation Information - The company has provided contact details for inquiries regarding the distribution plan, including a contact person and phone number [2].

证券代码：002588 证券简称：史丹利 公告编号：2025-020 史丹利农业集团股份有限公司 2024 年年度权益分派实施公告 三、权益分派对象 本公司及董事会全体成员保证公告的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 史丹利农业集团股份有限公司（以下简称"公司"或"本公司"）2024 年年度 权益分派方案已获 2025 年 5 月 13 日召开的 2024 年度股东大会审议通过，股东 大会决议公告已于 2025 年 5 月 14 日刊登在巨潮资讯网（www.cninfo.com.cn） 上。现将权益分派事宜公告如下： 一、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 1,151,891,980 股 为基数，向全体股东每 10 股派 2.600000 元人民币现金（含税；扣税后，通过深 股通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前 限售股的个人和证券投资基金每 10 股派 2.340000 元；持有首发后限售股、股权 激励限售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司暂不 扣缴个人所得税，待个人转让股票时，根 ...

Group 1: Financial Performance and Dividends - The company's dividend plan for 2024 shows a significant increase compared to 2023, aligning with the growth in performance, while retaining funds for future development [2] - In Q1 2025, the company achieved substantial growth in revenue and profit, maintaining a cautiously optimistic outlook for H1 2025, despite facing uncertainties like raw material price fluctuations [2][3] - The company’s cash reserves did not significantly decrease; instead, funds were allocated to financial products and long-term deposits, resulting in changes across various financial categories [4] Group 2: Environmental Impact and Management - Fertilizers, while essential for plant growth, can lead to environmental issues such as soil acidification and water system eutrophication; recommended measures include balanced fertilization and innovative product development [5] - Following a fire incident in August 2024, the company emphasized its commitment to safety management and has taken steps to enhance safety protocols [7] Group 3: Market Strategy and Growth - The company is focused on integrating its supply chain and is currently investing in a phosphate chemical project, with plans to evaluate future acquisitions based on market conditions [8] - The horticultural business has seen a 40.86% increase in online retail sales in 2024, with a significant rise in sales volume, indicating strong market positioning and growth potential [8]