阿科力，环烯烃共聚物（COC）首单签约

Core Viewpoint - The article discusses the recent contract signed by Akoli with Wuxi Dacheng High-tech Materials Co., Ltd. for the sale of cyclic olefin copolymer (COC), highlighting the company's efforts to expand its market presence and the challenges it faces in the competitive landscape of the polymer industry [2][3]. Group 1: Company Developments - Akoli signed a sales contract with Wuxi Dacheng for COC, with a total transaction amount of RMB 2.6 million, to be delivered in four batches from September to December 2025 [2]. - Wuxi Dacheng is a subsidiary of Akoli, focusing on the development and production of pharmaceutical-grade COC materials [2]. - The pricing of the COC products is based on production costs and market conditions, ensuring fairness and no harm to shareholders [2]. Group 2: Market Analysis - The domestic demand for COC/COP is projected to reach 45,000 tons by 2025, with a compound annual growth rate (CAGR) of 18.9% [3]. - Akoli's revenue for the first half of 2025 was RMB 213.96 million, a decrease of 11.63% year-on-year, with a net profit attributable to shareholders of -RMB 5.31 million, down 367.84% [3][6]. - The decline in revenue and profit is attributed to decreased sales volume and prices of its main product, polyether amine, particularly in the wind power sector [3][6]. Group 3: Strategic Initiatives - In response to increased competition in the domestic wind power market, Akoli is actively exploring international markets and enhancing sales in the oil and gas sector [5]. - The company is also expanding its market share in the automotive coatings sector with optical-grade polymer materials [5]. - Akoli's production line for high-transparency materials (COC) has completed trial production and is now in formal production, with initial products being tested by downstream clients [5].