Group 1 - The company received an inquiry from investors regarding the applicability of PEKC materials in drones, in addition to their current use in Lingxin Qiao robots [2] - Wan Kai New Materials (301216.SZ) confirmed that PEKC materials are a key product of Zhejiang Parco New Materials Co., Ltd., which is invested by an associated party, Cheng Kai Fund [2] - PEKC is recognized as a thermosetting carbon fiber composite material toughening and thickening agent, and it is currently widely used in the aerospace sector [2]

Core Viewpoint - Wankai New Materials has highlighted that PEKC material is a key product of Zhejiang Parco New Materials Co., Ltd., which is invested by its affiliate Chengkai Fund, and PEKC is widely used in the aerospace sector as a thermosetting carbon fiber composite toughening and thickening agent [1] Group 1 - PEKC material is a focus product of Zhejiang Parco New Materials Co., Ltd. [1] - The material is associated with Chengkai Fund, an affiliate of Wankai New Materials [1] - PEKC is utilized extensively in the aerospace industry [1]

Group 1 - The company announced the interest payment for the "Wankai Convertible Bonds" (bond code: 123247) with a face value of 1,000 yuan, where the interest for the first year is 3.00 yuan (including tax) [1][4] - The bond was issued on August 16, 2024, with a total issuance of 27 million bonds, and the bond listing date is September 5, 2024 [2][4] - The interest rates for the convertible bonds are structured as follows: 0.3% for the first year, 0.5% for the second year, 1.0% for the third year, 1.5% for the fourth year, 1.8% for the fifth year, and 2.0% for the sixth year [2][4] Group 2 - The interest payment will occur annually, with the first payment scheduled for August 18, 2025, due to the previous day being a non-trading day [3][4] - The bondholders will receive interest based on their holdings as of the interest record date, which is August 15, 2025 [5][6] - The company will not withhold taxes on the interest payments; however, individual bondholders are responsible for their own tax obligations, with a tax rate of 20% on the interest amount [4][6]

关于"万凯转债"2025 年付息公告 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。 | 证券代码：301216 | 证券简称：万凯新材 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：123247 | 债券简称：万凯转债 | | 万凯新材料股份有限公司 特别提示： 1、"万凯转债"将于 2025 年 8 月 18 日按面值支付第一年利息，每 10 张万 凯转债（面值 1,000 元）利息为 3.00 元（含税）； 2、债权登记日：2025 年 8 月 15 日； 3、除息日：2025 年 8 月 18 日； 4、付息日：2025 年 8 月 18 日（因 2025 年 8 月 16 日为非交易日，故顺延 至下一个交易日）； 5、"万凯转债"票面利率：第一年 0.3%、第二年 0.5%、第三年 1.0%、第四 年 1.5%、第五年 1.8%、第六年 2.0%； 6、"万凯转债"本次付息的债权登记日为 2025 年 8 月 15 日，凡在 2025 年 8 月 15 日（含）前买入并持有本期债券的投资者享有本次派发的利息 ...

Investment Rating - The report maintains a "Positive" outlook on the petrochemical industry [1]. Core Insights - The report highlights increasing uncertainty in oil prices due to OPEC's production increases and secondary sanctions on Russia. OPEC plans to increase production by 547,000 barrels per day in September and may consider further reductions in the future [5][6]. - Oil prices are expected to fluctuate within the range of $60 to $70 per barrel, with the overall supply-demand balance remaining loose [15]. - The upstream sector is experiencing mixed trends in drilling day rates, while the refining sector shows signs of improvement in profitability due to rising product price spreads [5][22]. - The polyester sector is anticipated to recover, with expectations of rising profitability for leading companies [16]. Summary by Sections Upstream Sector - As of August 8, 2025, Brent crude futures closed at $66.43 per barrel, down 4.65% from the previous week, while WTI futures closed at $63.88 per barrel, down 5.12% [22]. - U.S. commercial crude oil inventories decreased by 3.029 million barrels to 424 million barrels, which is 6% lower than the five-year average [25]. - The number of U.S. drilling rigs decreased to 539, down 1 from the previous week and down 49 year-on-year [35]. Refining Sector - The Singapore refining margin for major products increased to $16.62 per barrel, up $1.14 from the previous week [58]. - The price spread for ethylene was reported at $239.72 per ton, up $16.47 from the previous week, while the propylene price spread decreased to $113.50 per ton [5][55]. Polyester Sector - The report indicates a decline in PTA profitability, with prices dropping to 4692 RMB per ton, down 3.29% week-on-week [5]. - The overall performance of the polyester industry is considered average, with a focus on demand changes and expectations of gradual improvement as new capacities come online [16]. Investment Recommendations - The report recommends focusing on leading polyester companies such as Tongkun Co. and Wankai New Materials, as well as refining companies like Hengli Petrochemical and Sinopec, due to favorable competitive dynamics [16][18]. - It also suggests monitoring upstream exploration and production companies, particularly offshore service firms, for potential performance improvements [18].

人民财讯8月6日电，万凯新材（301216）在互动平台表示，PEKC是公司关联方澄凯基金领投的浙江帕 尔科新材料有限公司的重点产品，据了解，酚酞基聚芳醚酮(PEKC)是PEEK的同族树脂，分子结构全球 首创，具有既耐高温又可溶解，尺寸稳定性好、力学性能优异等特点，广泛适用挤出、注塑、模压、拉 膜、涂料等各类加工方式。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问灵心巧手短期内是否有上市计划？ （文章来源：每日经济新闻） 万凯新材（301216.SZ）8月4日在投资者互动平台表示，您好！公司暂未收到灵心巧手的上市计划，若 未来有相关事项发生，公司将按照相关法律法规的要求及时履行信息披露义务。 ...

Investment Rating - The report maintains a positive outlook on the polyester industry, particularly for polyester filament yarn, with expectations for improved profitability during the peak season [4][6][19]. Core Insights - The profitability of polyester filament yarn has shown signs of improvement since late July, following a period of weak demand due to export tariffs and seasonal factors [6][7]. - The report highlights that the current inventory pressure is primarily concentrated in the downstream textile sector, with downstream fabric inventory at a high of 30.57 days and filament raw material inventory at a low of 9.85 days [14][15]. - The upstream oil sector is experiencing rising oil prices, with Brent crude oil futures closing at $69.67 per barrel, reflecting a 1.8% increase week-on-week [23][24]. - The refining sector is seeing mixed results, with overseas refined oil crack spreads increasing, while olefin price spreads show variability [54][56]. Summary by Sections Polyester Sector - Polyester filament yarn profitability is gradually improving, with price spreads for POY, FDY, and DTY reaching 1211, 1516, and 1200 CNY/ton respectively as of August 1 [7][19]. - The overall operating rate for polyester filament yarn remains around 90%, while downstream textile enterprises are operating at a low of 50.4% [15][19]. Upstream Sector - Brent crude oil prices have increased, with a week-on-week rise of 1.8%, and WTI prices up by 3.33% [23][24]. - The report notes a decrease in the number of active drilling rigs in the U.S., with a total of 540 rigs as of August 1, down by 2 from the previous week [34]. Refining Sector - The report indicates that the Singapore refining margin for major products has increased to $15.48 per barrel, while domestic refining margins remain at lower levels [54][56]. - The report suggests that refining profitability may improve as economic recovery progresses, despite current low margins [54][56]. Investment Recommendations - The report recommends focusing on leading companies in the polyester sector such as Tongkun Co. and Wankai New Materials, as well as high-quality refining companies like Hengli Petrochemical and Sinopec [19].

Group 1 - The stock price of Wankai New Materials closed at 14.77 yuan on July 31, 2025, down 5.02% from the previous trading day [1] - The trading volume for the day was 411,787 hands, with a transaction amount of 626 million yuan, resulting in a turnover rate of 14.46% [1] - The company operates in the chemical products industry, focusing on the research, production, and sales of functional polymer materials, which are widely used in electronics, automotive, and construction sectors [1] Group 2 - On July 31, the stock price of Wankai New Materials experienced significant volatility, with a drop of over 2% within the first five minutes of trading [1] - The stock then rebounded quickly, showing an increase of over 2% within the next five minutes [1] - The net outflow of main funds for the day was 36.528 million yuan, accounting for 0.87% of the circulating market value, with a total market value of 7.610 billion yuan and a circulating market value of 4.207 billion yuan [1]

证券之星消息，7月31日塑料板块较上一交易日下跌1.33%，万凯新材领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流出8.38亿元，游资资金净流入1.15亿元，散户资金净流 入7.24亿元。塑料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...