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金禾实业:大宗化学品是用于生产甜味剂和工业产品的原材料
Zheng Quan Ri Bao Wang· 2025-08-21 10:13
Group 1 - The company, Jinhe Industrial, focuses on producing bulk chemicals that serve as raw materials for sweeteners and industrial products [1] - The company aims to build a circular economy and integrate its value chain to ensure stable supply of raw materials, reduce costs, and promote energy reuse [1]
金禾实业:公司始终关注市场动态及未来发展机遇
Zheng Quan Ri Bao Wang· 2025-08-21 10:11
证券日报网讯金禾实业(002597)8月21日在互动平台回答投资者提问时表示,公司始终关注市场动态 及未来发展机遇,如有涉及相关业务的项目计划且达到披露标准,公司将依据相关法律法规及监管要 求,及时履行信息披露义务。 ...
金禾实业:食品添加剂产品主要包括甜味剂和香料产品
Zheng Quan Ri Bao Wang· 2025-08-21 09:17
Group 1 - The core viewpoint of the article highlights that Jinhe Industrial (002597) is a leading player in the food additive market, particularly in sweeteners and flavoring products [1] - The company produces high-generation sweeteners such as Acesulfame and Sucralose, which are characterized by high sweetness, pure taste, and high safety [1] - Sweeteners are primarily used in beverages, snacks, canned foods, pickled foods, candied fruits, and fruit cakes [1] Group 2 - The flavoring products include Ethyl Maltol, Methylcyclopentanolone (MCP), and Musk Solution, which are safe, non-toxic, and widely used in food and daily chemical additives [1] - Ethyl Maltol and MCP are effective additives that find applications in processed food and beverages, as well as in cooking [1] - The production capacity and market share of the company's food additives, including Acesulfame, Sucralose, and Maltol, are leading globally [1]
金禾实业:双氯磺酰亚胺是一种常用的有机合成中间体
Zheng Quan Ri Bao· 2025-08-21 09:08
证券日报网讯金禾实业8月21日在互动平台回答投资者提问时表示,双氯磺酰亚胺是一种常用的有机合 成中间体,下游应用领域包括农药、医药、染料、锂电池领域以及食品添加剂等领域。 (文章来源:证券日报) ...
金禾实业:公司年产10万吨氯化亚砜,年产6万吨氯磺酸等项目建设工作正按既定规划有序推进
Di Yi Cai Jing· 2025-08-21 01:13
Core Viewpoint - The company is progressing according to plan with the construction of projects including an annual production capacity of 100,000 tons of thionyl chloride and 60,000 tons of chlorosulfonic acid, with some facilities already completed and operating well [1] Group 1 - The construction work for the projects is advancing in an orderly manner as per the established schedule [1] - Certain production units have already been built and are functioning effectively [1] - The company is concentrating its resources to ensure the construction progress and aims to complete the projects on time and with high quality [1]
金禾实业:公司年产10万吨氯化亚砜等项目建设工作正有序推进,部分装置已率先建成投产并运行良好
Mei Ri Jing Ji Xin Wen· 2025-08-21 01:09
每经AI快讯,有投资者在投资者互动平台提问:请问贵司年产10万吨氯化亚砜,年产6万吨氯磺酸项目 中的一期年产5万吨氯化亚砜,年产6万吨氯磺酸建设进度如何?同期建设的项目均已投产,该项目是否 遇到问题? 金禾实业(002597.SZ)8月21日在投资者互动平台表示,公司年产10万吨氯化亚砜,年产6万吨氯磺酸 等项目建设工作正按既定规划有序推进。其中,部分装置已率先建成投产并运行良好。针对后续工程, 公司正集中优势资源,全力保障建设进度,确保项目按期高质量完成,早日实现全面达产预期目标。 (文章来源:每日经济新闻) ...
金禾实业:公司借力合成生物技术以葡萄糖为原料生物全发酵转化,已实现高纯度圆柚酮吨级量产
Mei Ri Jing Ji Xin Wen· 2025-08-21 00:56
Group 1 - The company has confirmed that its produced product, round grapefruit ketone, possesses excellent mosquito-repelling capabilities [2] - The core advantages of the round grapefruit ketone include being safe, non-toxic, environmentally friendly, and having a long-lasting mosquito-repelling effect [2] - The company utilizes synthetic biotechnology to convert glucose into high-purity round grapefruit ketone through a fully fermented process, achieving ton-level production without the involvement of heavy metals [2]
金禾实业:萜类香料项目中,瓦伦西亚橘烯等高附加值香料产品已完成中试放大工艺验证
Mei Ri Jing Ji Xin Wen· 2025-08-21 00:56
Core Viewpoint - The company has made significant progress in the field of terpene biosynthesis, establishing an innovative platform for synthetic biology and focusing on high-value products like Valencia orange oil [2] Group 1: Research and Development - The company has built a synthetic biology innovation platform through independent research and collaboration with academic and research institutions [2] - Key technologies mastered include strain modification, fermentation process optimization, and product separation and purification [2] - The company is developing non-grain bio-based materials, food ingredients, and daily chemical fragrances derived from terpenes [2] Group 2: Project Status - The high-value fragrance products, such as Valencia orange oil, have completed pilot-scale process validation [2] - The company is exploring industrial production solutions and focusing on cost reduction and efficiency improvement [2] - The company aims to strengthen its technological advantages and market presence in the field of biosynthesis [2]
反内卷,化工慢牛的宏大叙事
Tebon Securities· 2025-08-20 13:36
Investment Rating - The report maintains an "Outperform" rating for the chemical industry [2] Core Insights - The chemical industry is expected to benefit from anti-involution policies aimed at curbing disorderly competition and eliminating outdated production capacity, which may lead to a recovery in industrial product prices and positively impact PPI and CPI [6][11][17] - The report highlights the significant influence of the energy and chemical sectors on PPI, with their price fluctuations directly affecting overall industrial inflation levels [16] - The industry is under pressure from declining product prices and reduced capacity utilization, leading to a strong demand for anti-involution measures [17] - The current valuation of the chemical industry is at a historical low, providing substantial upside potential as the sector is expected to recover from its cyclical bottom [17][19] Summary by Sections 1. Importance of Inflation Recovery - The report emphasizes that the chemical sector is a crucial lever for inflation recovery, as evidenced by the PPI's continuous decline and the need for policy intervention to combat deflationary pressures [6][11] 2. Reasons to Focus on Chemicals - The energy and chemical sectors account for 25%-30% of PPI, making their price recovery vital for overall inflation [16] - The industry faces significant profitability challenges, with nearly 25% of chemical companies reporting losses in 2024 [17] 3. Paths for Anti-Involution in Chemicals 3.1. Active Approach: Industry Self-Regulation - Certain sub-industries, such as polyester filament and sucralose, are attempting to improve profitability through supply-side collaboration, benefiting from high concentration and low profitability [27][29] - The report identifies key chemical products likely to benefit from self-regulation, including polyester filament, polyester bottle chips, and organic silicon [29][31] 3.2. Passive Approach: Policy-Driven Industry Improvement - The report outlines a dual-track policy framework focusing on optimizing existing capacity and strictly controlling new projects to enhance the competitive landscape [27][31] - Historical experiences suggest that effective policy measures will include phasing out outdated facilities and enforcing stricter environmental regulations [27][31]
2025年中国安赛蜜行业发展历程、生产方法、产业链、供需平衡、市场规模、竞争格局及发展趋势研判:市场需求将进一步扩大,预计2031年市场规模将达2.65亿元[图]
Chan Ye Xin Xi Wang· 2025-08-20 01:33
Group 1 - Acesulfame is widely used in various industries such as food and beverage, pharmaceuticals, and cosmetics due to its superior performance [1][2] - The domestic acesulfame market is primarily export-oriented, with a low apparent consumption level influenced by differences in domestic and overseas consumption habits [1][7] - The no-sugar beverage market is the main application area for acesulfame, which has seen rapid growth due to increased national health awareness [1][7] Group 2 - The production capacity of acesulfame in China is expected to reach 33,500 tons by 2024, with a projected output of 23,180 tons, imports of 15 tons, and exports of 19,356 tons [1][10] - By 2025, the estimated production capacity will be around 24,640 tons, with imports of approximately 17 tons and exports of about 20,618 tons [1][10] - The domestic demand for acesulfame is projected to increase from 3,839 tons in 2024 to approximately 4,039 tons in 2025 [1][10] Group 3 - The acesulfame industry in China is characterized by a duopoly between Jinhe Industrial and Vine Chemical, which together account for over 80% of the market capacity [21][24] - The market participants include companies such as Nantong Acetic Acid Chemical Co., Anhui Jinhe Industrial Co., Jiangsu Weido Co., Shandong Yabong Chemical Technology Co., and Suzhou Nut Food Technology Co. [18][21] - The industry is currently in a growth phase, with increasing competition and pressure on costs [23][24] Group 4 - Acesulfame was discovered in 1967 and has undergone extensive safety testing, leading to its approval for use in various countries [16] - The market for acesulfame is expected to continue expanding, driven by health-conscious consumer trends and supportive food policies [23][24] - The sales revenue for the acesulfame manufacturing industry is projected to be 906 million yuan in 2024, with an expected increase to 973 million yuan in 2025 [10][12] Group 5 - The main production methods for acesulfame include the Aminosulfonyl Fluoride-Diethylene Ketone method, Acetoacetamide-Sulfur Trioxide method, and others [3][4] - The acesulfame industry supply chain includes raw materials such as aminosulfonic acid and diethylene ketone, with food and beverage being the largest application market [14][18] - The market for acesulfame is expected to reach 265 million yuan by 2031, reflecting the growing demand for low-sugar and no-sugar products [23][24]