Core Insights - China Resources Materials (华润材料) has successfully achieved bulk sales of its PETG products in the 3D printing sector due to their excellent overall performance [1] Company Summary - China Resources Materials (华润材料) is actively engaged in the 3D printing industry, highlighting its focus on innovative materials [1]

证券日报网讯华润材料（301090）8月7日在互动平台回答投资者提问时表示，公司暂无布局PEEK材料 的计划。 ...

Core Viewpoint - China Resources Materials (301090.SZ) has confirmed that it is not involved in the nylon business and does not produce PA66 [1] Company Summary - The company explicitly stated on the interactive platform that it has not entered the nylon sector [1] - There is no production of PA66, a type of nylon, by the company [1]

Group 1 - The company announced that as of July 31, 2025, it has repurchased a total of 7,896,357 shares through a dedicated securities account via centralized bidding, which represents 0.53% of the company's current total share capital [2]

证券代码：301090 证券简称：华润材料 公告编号：2025-045 华润化学材料科技股份有限公司 关于回购公司股份的进展公告 公司回购股份的时间、回购股份价格及集中竞价交易的委托时段等符合 《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号—— 回购股份》的相关规定，具体情况如下： 1 （一）公司未在下列期间内回购股份： 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。 华润化学材料科技股份有限公司（以下简称"公司"）于2024年10月28日 召开第二届董事会第十六次会议，审议通过了《关于以集中竞价交易方式回购 公司股份方案的议案》，公司以自有资金或自筹资金以集中竞价交易方式回购 公司股份，回购股份价格不超过人民币10.29元/股，回购资金总额不低于人民 币6,000万元（含本数）且不超过人民币11,000万元（含本数），回购股份将全 部予以注销并减少注册资本，回购期限为自公司股东大会审议通过回购方案之 日起12个月内。2024年11月14日公司2024年第四次临时股东大会审议通过了该 回购方案。具体内容详见公司在巨潮资讯网（www.cnin ...

证券代码：301090 证券简称：华润材料 公告编号：2025-044 华润化学材料科技股份有限公司 关于变更办公地址的公告 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。 特此公告。 华润化学材料科技股份有限公司（以下简称"公司"）因经营发展需要，公 司主要办公地址发生变更，现就具体情况公告如下： 华润化学材料科技股份有限公司董事会 | 办公地址 | 江苏省常州市新北区春江镇圩塘 | 江苏省常州市新北区高铁新城秀 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 变更前 综合工业园新宇东路 1 号 | 变更后 水河路 | 3 | 号领航大厦 | 3 | 栋 | 2025 年 8 月 2 日 除上述调整外，公司注册地址、官网、电子邮箱、联系电话等其他联系方式 保持不变，以上变动请广大投资者留意。由此给广大投资者带来的不便，敬请谅 解。 1 ...

格隆汇8月1日丨华润材料(301090.SZ)公布，截至2025年7月31日，公司累计通过回购专用证券账户以集 中竞价交易方式回购公司股份7,896,357股，占公司目前总股本的0.53%，最高成交价为7.58元/股、最低 成交价为6.25元/股，成交总金额为5617.24万元(不含交易费用)。 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The global demand for polyester bottle chips is steadily increasing, with a CAGR of 6.2% from 2015 to 2024, growing from 20.04 million tons to 34.35 million tons [4][14] - The industry is entering the tail end of the current expansion cycle, with expectations for long-term improvement in profitability as the industry moves past its low point [5][37] - Recent industry-wide production cuts are expected to further enhance price recovery and improve profit margins [6][41] Summary by Sections Demand Side - The global demand for polyester bottle chips has shown a robust upward trend, with Asia-Pacific being the primary market [14][18] - In 2024, the demand for polyester bottle chips in China is projected to reach 8.62 million tons, with the soft drink market accounting for 65% of this demand [19][25] Supply Side - Domestic polyester bottle chip production capacity has increased significantly, from 33.35% of global capacity in 2021 to 47.94% in 2024, making China the world's largest producer [5][36] - The industry is currently experiencing a supply-demand imbalance, leading to a decline in profitability, but this is expected to improve as new capacity additions slow down [5][37] Price Dynamics - The price differential for polyester bottle chips is closely linked to supply and demand dynamics, with recent production cuts leading to a recovery in price differentials from 150-170 RMB/ton to over 400 RMB/ton [6][43] - The industry is anticipated to recover from its current low profitability as production capacity stabilizes and demand continues to grow [31][37] Investment Recommendations - It is recommended to focus on companies benefiting from the industry-wide production cuts and the anticipated recovery in profit margins, including Wan Kai New Materials, Sanfangxiang, and China Resources Materials [7][47]

Core Viewpoint - The company is actively engaging in share repurchase as part of its strategy to enhance shareholder value and reduce registered capital, while also responding to market conditions and regulatory encouragement for mergers and acquisitions [2][4]. Trading Information Summary - As of July 2, 2025, the company's stock closed at 7.66 yuan, with an increase of 1.59%, a turnover rate of 0.43%, a trading volume of 64,300 shares, and a transaction amount of 48.79 million yuan [1]. - On the same day, the net inflow of main funds was 6.86 million yuan, while retail investors experienced a net outflow of 5.89 million yuan [1][4]. Company Announcement Summary - The company announced a share repurchase plan approved on October 28, 2024, with a maximum repurchase price of 10.29 yuan per share and a total repurchase fund between 60 million yuan and 110 million yuan [2]. - As of June 30, 2025, the company had repurchased a total of 7,896,357 shares, accounting for 0.53% of the total share capital, with a total transaction amount of approximately 56.17 million yuan [2][4].

证券代码：301090 证券简称：华润材料 公告编号：2025-043 截至2025年6月30日，公司累计通过回购专用证券账户以集中竞价交易方式 回购公司股份7,896,357股，占公司目前总股本的0.53%，最高成交价为7.58元/ 股、最低成交价为6.25元/股，成交总金额为56,172,397.07元（不含交易费 用）。上述回购符合公司既定的回购股份方案及相关法律法规的要求。 华润化学材料科技股份有限公司 关于回购公司股份的进展公告 二、其他说明 公司回购股份的时间、回购股份价格及集中竞价交易的委托时段等符合 《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号—— 回购股份》的相关规定，具体情况如下： 1 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。 华润化学材料科技股份有限公司（以下简称"公司"）于2024年10月28日 召开第二届董事会第十六次会议，审议通过了《关于以集中竞价交易方式回购 公司股份方案的议案》，公司以自有资金或自筹资金以集中竞价交易方式回购 公司股份，回购股份价格不超过人民币10.29元/股，回购资金总额不低于人民 ...