3、工信部等八部门印发《中药工业高质量发展实施方案（2026—2030年）》。其中提出，推动一批中药创新药获批上 市，新培育10个中成药大品种，推动一批医疗机构中药制剂转化为中药创新药。 4、工信部等11部门联合印发《关于提升境外人员入境数字化服务便利性的实施意见》，意见提出，到2027年，入境数字 化服务国际化、便利化程度显著提升，数字化基础服务更加畅通高效。 5、据沪深北三大交易所公布的2026年春节休市安排，2月15日至2月23日休市，2月24日起照常开市。另外，2月14日、2月 28日为周末休市。 6、2026年APEC标准与合格评定分委会首次会议在广州召开，会议聚焦脑机接口技术等相关国际标准在APEC经济体实 施。 7、半导体大厂英飞凌2月5日发布涨价通知称，公司将自2026年4月1日起对这部分产品价格进行上调。 8、全球领先的化工公司巴斯夫此前宣布上调亚太地区（不含中国大陆）地区的TDI产品价格11%。 2月6日消息，三大指数集体低开，中药板块涨幅居前，贵金属板块跌幅居前。截至今日开盘，沪指报4040.30，跌0.87%； 深成指报13801.03点，跌1.09%；创指报3222.88点，跌1.1 ...

2.选择→发消息 3.输入查询产品信息，如"TDI+ 您的联系方式，我们将及时回复。 慧正资讯，2026年2月4日，BASF宣布，自即日起或按合同条款执行，其Lupranate®TDI（甲苯二异氰酸酯）在亚太地区（不含中国 大陆）及MEAF地区价格上调200美元/吨。BASF表示此次调价直指成本端压力，其明确表示，运输、能源及合规成本的持续上升是 核心动因，可持续业务发展的考量也进一步推高了生产与运营成本。 巴斯夫海外调价显示当前全球TDI产业格局重构，海外成本压力与供应收缩将长期存在，而中国TDI产业凭借产能、成本与产业链优 势，全球市场话语权将持续提升。近年来海外多地TDI装置因环保标准升级、运行成本高企等因素陆续关停或减产，印度GNFC、韩 国韩华等企业装置频繁临停。2026年1月全球TDI装置停车检修总量占全球总产能的24%，海外市场供应缺口持续扩大。作为全球TDI 寡头企业之一，巴斯夫的调价行为也将进一步带动海外市场价格上行，加剧全球市场的价格分化。 中国TDI产业正迎来产能扩张与出口爆发的双重红利。近年来国内TDI产能持续快速增长，万华化学福建基地36万吨/年新增产能顺利 投产，科思创上海基地也完 ...

消息面上，根据巴斯夫2月4日信息，巴斯夫上调亚太地区(不含中国大陆)及MEAIF区域TDI价格。2026 年2月4日，即刻生效或根据合同条款规定，巴斯夫将在亚太地区(不包括中国大陆)和MEAF地区对其 Lupranate TDI(甲苯二异氰酸酯)产品的价格每公吨上调200美元。本次上调主要是考虑到可持续业务发 展以及运输、能源和监管成本的持续上涨，价格调整是必要的。 机构指出，2026年TDI产品价格上涨预期较强，此次价格上涨前亚太地区TDI市场价约在1750美元/吨， 本次200美元/吨涨幅约合11%。建议重点关注相关龙头。 化工ETF紧密跟踪中证细分化工产业主题指数，中证细分产业主题指数系列由细分有色、细分机械等7 条指数组成，分别从相关细分产业中选取规模较大、流动性较好的上市公司证券作为指数样本，以反映 相关细分产业上市公司证券的整体表现。 数据显示，截至2026年1月30日，中证细分化工产业主题指数(000813)前十大权重股分别为万华化学、 盐湖股份、藏格矿业、天赐材料、华鲁恒升、恒力石化、巨化股份、宝丰能源、云天化、荣盛石化，前 十大权重股合计占比44.82%。 化工ETF(159870)，场外联 ...

CALGARY, ALBERTA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- After an outpouring of community engagement in 2025, BASF Agricultural Solutions Canada is inviting Canadians to come together once again as nominations open for Growing Home with BASF for 2026. Returning for its fourth year, this impactful community program is designed to empower Canada’s agriculture community to support the organizations that strengthen the fabric of rural Canada and make a difference in their hometown. Last year, thousands of Canadians ...

慧正资讯，2026年1月22日，科思创宣布其位于广东珠海的全新热塑性聚氨酯（TPU）生产基地一期工程顺利投产。 2023年科思创宣布该投资计划，珠海生产基地共分三期建设，占地面积4.5万平方米，一期投产后年产能可达3万吨，将精准对接IT电子、汽车 制造、鞋材等核心行业对高性能TPU材料日益增长的需求。预计在2030年代全面建成后，最大年产能将达12万吨，届时将成为科思创全球规模 最大的TPU生产设施。 近年，全球TPU产能布局逐步呈现"外资深耕中国、内资向上突破"格局。外资企业加速将产能向亚太转移，科思创珠海基地分三期建设，一期 3万吨产能精准对接IT电子、新能源汽车等高端需求，2030年代全面建成后将成为其全球TPU业务枢纽。2024年巴斯夫湛江基地TPU装置投产， 打造全球最大单一TPU生产线，该生产线年产能达12万吨，主要服务于工业、消费品和交通等领域。 国内企业则通过产能扩张与技术攻坚实现突围。万华化学烟台产业园TPU产能将达21万吨，美瑞新材河南基地特种异氰酸酯项目落地，打破高 端原料进口依赖。头部企业加速产业链一体化布局，华峰化学虽并购计划受阻，但仍持续深耕TPU业务，道恩股份等中小企业则聚焦细分 ...

新型PCF工具的核心在于整合了全球2.5万余种原材料的二氧化碳数据。此外，该工具还纳入了巴斯夫 涂料全球30余个生产基地的独立能源流数据，从而能够精确追踪各类产品变体的排放量。该工具独特的 突破点还在于覆盖了二氧化碳之外的影响类别，为开发提升客户可持续性的定制化解决方案提供了关键 洞察。 除产品核算方案外，巴斯夫涂料还为汽车整车制造商提供了全球汽车表面处理解决方案生命周期评估工 具，并为汽车修理厂提供了EcoImpact评估工具，作为增值服务以支持客户。 巴斯夫称，公司现已建立起一套敏捷、实时、可审计且全球适用的二氧化碳数据基础，覆盖12万种销售 产品。所有产品相关的温室气体排放，从原材料采购、运输到生产过程中的能源消耗，均通过系统支持 实现一体化的统一计算。这为可追溯的二氧化碳核算奠定了基础，尤其适用于涂料这类配方复杂、颜色 呈现多样化的产品。这些二氧化碳数据为客户决策提供事实依据，助力其实现可持续发展目标。 中化新网讯 近日，巴斯夫涂料宣布，该公司推出了一项全新的数字解决方案——PCF工具，用于计算 其销售组合的产品碳足迹。该解决方案取代了巴斯夫涂料使用多年的内部开发应用程序，旨在为全球客 户提供可靠的二 ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ...

Core Viewpoint - BASF's preliminary data for 2025 indicates a slight increase in sales volume but faces pressure from negative currency effects and declining sales prices, with expected sales of €59.7 billion compared to €61.4 billion in 2024, excluding discontinued coatings business [1] Financial Performance - The expected EBITDA for 2025 is €6.6 billion, lower than the previously projected range of €6.7 billion to €7.1 billion, and down from €7.2 billion in 2024 [1] - Free cash flow for 2025 is projected at €1.3 billion, significantly higher than the analyst average expectation of €0.6 billion and above BASF's prior forecast range of €0.4 billion to €0.8 billion [1] - Operating cash flow is expected to be €5.6 billion in 2025, down from €6.9 billion in 2024, primarily due to increased trading positions from rising precious metal prices [1] Earnings Outlook - EBIT for 2025 is anticipated to be €1.6 billion, below analyst expectations of €2.2 billion and lower than €1.8 billion in 2024 [2] - Net income for 2025 is projected at €1.6 billion, exceeding analyst expectations of €1.2 billion and higher than €1.3 billion in 2024, driven by increased earnings from Wintershall Dea [2]

Core Viewpoint - The chemical group experienced a decline in shares following a prerelease of earnings that did not meet both its guidance and consensus expectations [1] Group 1 - The company's earnings fell short of its own guidance [1] - The earnings also failed to meet consensus expectations from analysts [1]

Core Viewpoint - The article discusses the advancements and collaborations in the solid-state battery industry, highlighting key players and their strategic partnerships aimed at enhancing battery technology and materials for electric vehicles and other applications [1][2][3][4][5]. Group 1: Industry Developments - Solid-state batteries are recognized for their high safety and energy density, marking a significant development direction for electric vehicle power batteries [1]. - The Ministry of Industry and Information Technology of China has emphasized accelerating breakthroughs in solid-state battery technologies, indicating a shift from pure R&D to engineering validation [1]. - Major chemical companies are actively engaging in the solid-state battery sector, with BASF and Sanyou Technology announcing milestone collaborations to enhance their strategic partnership [2]. Group 2: Key Collaborations - BASF has partnered with Sanyou Technology to deliver high-quality samples for heavy-duty vehicle projects and to collaborate on new product cell validation in the 3C safety certification field [2]. - Covestro is working with Fujian Blue Ocean Black Stone New Materials Technology to develop polyurethane binders for silicon-carbon anodes, addressing volume expansion issues during charge and discharge cycles [3]. - SES Holdings has formed a new company, Argylium, with Axens Group to focus on the commercialization of advanced materials for solid-state batteries, particularly targeting the next generation of sulfide solid electrolytes [4]. Group 3: Material Innovations - Companies like Dow Chemical and LG Chem are developing low-cost sulfide electrolytes and uniform control technologies for solid-state electrolytes, respectively, with LG Chem planning to launch a vehicle solid-state battery with an energy density exceeding 500 Wh/kg by 2027 [5]. - Other firms, such as Tianqi Materials and Huizhou Enjie, are also advancing their production capabilities for lithium sulfide and solid-state electrolytes, with significant production lines already established [5]. - The article notes that various materials, including polymer electrolytes and silicon-based anode materials, present promising opportunities for chemical companies in the solid-state battery landscape [6].