Group 1 - US Commerce Secretary states negotiations are progressing smoothly, boosting US stock market with Dow Jones up 0.25%, Nasdaq up 0.63%, and S&P 500 up 0.55% [1] - Meta Platforms to acquire 49% stake in Scale AI Inc. for nearly $15 billion [3] - OpenAI signs new cloud computing agreement with Google for increased computing power [4] Group 2 - AI data storage platform Vast Data seeks new funding round with a valuation of $25 billion [6] - Qualcomm showcases a new processor for AI glasses [9] - Snap plans to launch its sixth-generation AR glasses product Specs in 2026 [10] Group 3 - Tencent Music plans to acquire Himalaya for $1.26 billion, enhancing its audio content ecosystem [20][30] - TSMC reports May revenue of NT$320.52 billion, a year-on-year increase of 39.6% [22] - First stem cell prescription drug in China, Aimi Maito injection, has been commercially applied [32] Group 4 - Companies like OnePlus and Xiaomi are actively developing flexible fabric pressure sensors for applications in automotive and consumer technology [29] - NVIDIA and HPE plan to build a supercomputer in Leipzig, Germany [8] - National Development and Reform Commission holds a meeting to gather opinions from private tech enterprises for the 14th Five-Year Plan [14]

R&D Investment and Direction - The company maintains a high R&D investment intensity, with R&D expenses accounting for over 5% of revenue [1] - The focus of R&D is primarily on application-oriented innovations, while also engaging in foundational research to support application development [1] - Key R&D areas include ecological and functional materials, with ongoing development of high-performance, water-based, solvent-free, silicon-based, bio-based, and recycled materials [1][2] Revenue Composition and Growth Trends - As of April 2025, functional footwear and sofa home categories account for approximately 70% of total revenue, while other categories make up about 30% [3] - The revenue share of functional footwear and automotive interior categories has increased compared to the end of 2024 [3] Future Development Areas - The company aims for high-end, green, intelligent, and international development, focusing on "material upgrades + scenario innovation" [4] - Plans to expand into emerging fields such as medical health, low-altitude economy, and smart interaction while enhancing existing product lines [4] Production Capacity and Utilization - The company plans to build 44 production lines, with 40 in the main facility and 4 in Vietnam, where all Vietnamese lines are dry composite production lines [5] - Currently, 22% of revenue comes from water-based and solvent-free products, with a gradual reduction in wet production lines [5] Market Outlook and Strategic Partnerships - The company has strengthened partnerships with major brands like Nike and Adidas, which is expected to drive growth in the functional footwear category [6] - The sofa home category faces challenges but has potential for long-term growth due to an established customer base [6] - The automotive interior category is projected to grow rapidly due to increasing demand from the electric vehicle market [6] Impact of Tariff Policies - Adjustments in U.S. tariff policies are expected to stabilize orders for high-tech, differentiated products [7][8] - The company benefits from lower tariffs on products produced in Vietnam, enhancing cost advantages for exports to the U.S. [8] - The company will monitor policy changes during the 90-day negotiation window and optimize competitiveness through strategic partnerships and technology upgrades [8]

Core Viewpoint - Amway Co., Ltd. has officially become a supplier for New Balance, marking a significant milestone in its international recognition and market expansion efforts [1] Group 1: Partnership Details - The partnership with New Balance will commence in 2024, following extensive evaluations including raw material quality control, laboratory development, and production capacity [1] - New Balance conducted an on-site inspection of Amway in March 2025 and completed the supplier audit by June 2025 [1] Group 2: Product Offering - Amway will primarily supply eco-friendly functional polyurethane synthetic leather and composite materials for New Balance footwear [1] Group 3: Strategic Implications - This collaboration highlights Amway's technological and comprehensive management capabilities, enhancing its brand image and facilitating entry into international markets [1]

证券代码：300218 证券简称：安利股份 公告编号：2025-037 NB公司，成立于1906年，总部位于美国马萨诸塞州波士顿，目前在全球拥有3230个 零售门店，旗下员工约1.3万人。NB公司专注于生产生活休闲鞋，注重舒适性和高性能， 其产品定位于中高端市场，受追求高品质和品牌效应的用户青睐。2024年，NB公司鞋产 量达15000万双，实现营业收入约78亿美元。 三、对公司的影响 公司成为NB公司供应商，表明公司在产品工艺技术、质量管理、环境管理、社会责 安徽安利材料科技股份有限公司 关于成为 New Balance 公司供应商的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 安徽安利材料科技股份有限公司（以下简称"公司"或"安利股份")于近日收到 New Balance公司（以下简称"NB公司")官方邮件通告，公司正式成为NB公司供应商， 供应商数字代码为691，现将相关情况公告如下： 一、成为NB公司（New Balance）供应商的基本情况 公司自2024年以来，与NB公司开始接洽联系，多次走访NB公司。2025年3月，NB公 司到访公司实地 ...

Core Viewpoint - The company plans to establish a wholly-owned subsidiary in Singapore to support its overseas business expansion and future development needs, with a registered capital of $200,000 and a total investment not exceeding $500,000 [1] Group 1: Company Strategy - The subsidiary will primarily engage in import and export trade and the sale of plastic products [1] - The establishment aims to promote the company's international strategy, simplify trade processes, and enhance the efficiency of trade settlement services [1] Group 2: Financial Implications - The subsidiary's establishment is expected to help expand sales, improve capital settlement capabilities, and strengthen the company's development momentum in overseas markets [1] - The move is anticipated to enhance the overall value of the company [1] Group 3: Risks - Potential risks include uncertainties in the approval process and differences between Singapore and domestic operations [1]

证券代码：300218 证券简称：安利股份 公告编号：2025-035 安徽安利材料科技股份有限公司 （一）审议通过《关于在新加坡设立全资子公司的议案》 表决结果：表决票12票，同意票12票，反对票0票，弃权票0票。 公司《关于在新加坡设立全资子公司的公告》具体内容，详见刊登在中国证监会指 定的创业板信息披露网站上的公告。 特此公告。 安徽安利材料科技股份有限公司 第七届董事会第七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、董事会会议召开情况 安徽安利材料科技股份有限公司（以下简称"公司"）第七届董事会第七次会议通 知已于 2025 年 5 月 23 日以即时通讯等方式送达全体董事。本次会议于 2025 年 6 月 6 日上午在公司行政楼九楼会议室，以现场结合远程视频形式召开。本次应参加会议董事 12 人，实际参加表决董事 12 人，其中独立董事 4 人；董事姚和平、杨滁光、陈茂祥、 方炜、李中亚以远程视频方式参会。会议由公司董事长姚和平先生主持，公司全体监事、 部分高管人员列席了会议。本次会议的召集、召开符合《公司法》和《公司章程》的 ...

证券代码：300218 证券简称：安利股份 公告编号：2025-036 安徽安利材料科技股份有限公司 关于在新加坡设立全资子公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、设立新加坡全资子公司概述 基于安徽安利材料科技股份有限公司（以下简称"公司"）海外业务拓展及未来发 展需求，为推动国际化战略实施，公司拟以自有资金在新加坡设立全资子公司，注册资 本 20 万美元，投资总额不超过 50 万美元。 公司于 2025 年 6 月 6 日召开第七届董事会第七次会议，审议通过了《关于在新加 坡设立全资子公司的议案》，董事会同意设立新加坡全资子公司，并授权公司管理层办 理新加坡全资子公司设立相关事宜。根据《深圳证券交易所创业板股票上市规则》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及《公司章 程》等有关规定，本次设立新加坡全资子公司在公司董事会审批权限范围内，无需提交 股东会审议。 二、拟设立的新加坡全资子公司基本情况 聚氨酯树脂、DMF）销售等。 1、新加坡全资子公司名称 （1）中文名称：安利（新加坡）材料有限公司 （ ...

Group 1 - The ZunJie S800, the first model from the ZunJie brand, was officially launched by Huawei in collaboration with JAC Motors, with a starting price of 708,000 yuan and a maximum price of 1,018,000 yuan [2] - The first batch of ZunJie S800 vehicles will be delivered starting June 26, with a limited release of 599 units, while mass deliveries are expected to begin in mid-August [2] - The vehicle features advanced technologies such as gesture control, a dual zero-gravity rear seat, and a retractable space screen, which have garnered significant attention on social media [4] Group 2 - The ZunJie S800 is equipped with Huawei's ADS 4 intelligent driving system, which boasts enhanced cloud training capabilities and human-like driving assistance [4] - The vehicle utilizes the Huawei Giant Whale Battery Platform 2.0, featuring a five-layer safety structure and advanced cooling technology, exceeding the new national standards for battery design and testing [4] - Several listed companies have confirmed their supply relationships for the ZunJie series, including Dong'an Power, Tianqi Mould, and Changqing Co., among others [4][6] Group 3 - The Huawei automotive concept has performed well recently, with the concept index rising by 14.42% since April 8, outperforming the CSI 300 index by 7 percentage points [6] - Notable stocks in the concept sector, such as Demais and Xinzhi Group, have seen price increases of over 30% since April 8 [6]

Investment Rating - The report maintains a "Buy" rating for key companies in the chemical industry, specifically recommending Minsheng Chemical's "Five Tigers": Shengquan Group, Guocera Materials, Guoguang Co., Anli Co., and Polymeric Co. [1][4] Core Insights - The chemical market is active, with growth stocks presenting a favorable allocation opportunity. The demand for phosphate fertilizers remains stable, and the high price of phosphate rock is expected to continue due to supply-demand balance. [1] - The domestic production capacity of polycarbonate (PC) is projected to grow significantly from 875,000 tons in 2018 to 3,810,000 tons by 2024, with an expected improvement in supply-demand dynamics from 2025 to 2029. [2] - The organic silicon industry is experiencing a recovery in the supply-demand balance, with a compound annual growth rate of 22.4% in production capacity from 2021 to 2024, driven by demand from emerging industries such as new energy vehicles and photovoltaics. [2] Summary by Sections Chemical Market Overview - The basic chemical industry index closed at 3,406.53 points, down 1.23% from the previous week, underperforming the CSI 300 index by 1.05%. [10] - Among 462 stocks in the chemical sector, 31% rose while 67% fell during the week. [18] Key Chemical Sub-Industries - **Polyester Filament**: The market is stable with slight price increases, and the average industry operating rate is approximately 89.96%. [26][27] - **Tires**: The operating rate for all-steel tires is 60.12%, down 2.88 percentage points from the previous week. [40] - **Refrigerants**: Prices for refrigerants like R22 and R134a are stable to strong, with R22 averaging 36,000 CNY/ton and R134a at 48,000 CNY/ton. [45][47] Price Trends - The top price increases for chemical products include cotton short velvet (up 15%), trichloromethane (up 14%), and domestic naphtha (up 13%). [24] - Conversely, the largest price drops were seen in liquid chlorine (down 71%) and TMA (down 9%). [25] Company Profit Forecasts - Guoguang Co. is projected to have an EPS of 0.78 CNY in 2024, with a PE ratio of 19, while Shengquan Group is expected to have an EPS of 1.03 CNY with a PE ratio of 25. Both companies are rated as "Recommended." [4]

本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 持有的本公司股份 3,157,700 股不参与本次权益分派。本次权益分派将以公司现 有总股本 216,987,000 股扣除已回购股份 3,157,700 股后的 213,829,300 股为基 数，向全体股东每 10 股派发现金股利 2.50 元人民币（含税），共计派发现金股 利 53,457,325.00 元。按公司总股本（含回购股份）折算每 10 股现金股利=现金 分红总额÷公司总股本×10 股=53,457,325.00 元/216,987,000 股×10 股 =2.463618 元(保留六位小数，最后一位直接截取，不四舍五入)。 算每股现金红利）=股权登记日收盘价–0.2463618 元/股。 一、股东会审议通过的权益分派方案 司 2024 年度利润分配预案的议案》，具体为：以公司 2024 年度实施权益分派股 权登记日登记的总股本，扣除公司回购专用证券账户中的股份余额为基数，向可 参与分配的股东每 10 股派发现金红利人民币 2.50 元（含税）。本次利润分配不 送红股，不进行资本公积金转 ...