Group 1 - The core viewpoint is that China Chemical (601117.SH) has seen a significant increase in sales of its industrial new materials, particularly in June, with a total sales figure of 14.68 billion, indicating a substantial month-on-month growth [1][3] - Since June, Tianchen Qixiang's production load has increased to 85%, leading to a boost in the output of products such as adiponitrile, hexamethylenediamine, and nylon 66, contributing to the sales surge [1] - The company anticipates a decline in sales revenue after August due to scheduled maintenance and repairs on the project, despite the profit margin for industrial new materials improving [1] Group 2 - The total sales of industrial new materials from January to May amounted to 40.21 billion, while the sales from January to June reached 54.89 billion, highlighting a significant increase in sales during June [3] - There are inquiries regarding the sustainability of the sales growth in industrial new materials and whether the profit margin has improved alongside the sales increase [3]
中国化学:6月以来天辰齐翔生产负荷提升至85%,己二腈、己二胺和尼龙66产销量大增