化工日报 | 2026-02-26 天然橡胶社会库存环比增加 市场要闻与数据 期货方面，昨日收盘RU主力合约17240元/吨，较前一日变动+210元/吨；NR主力合约13980元/吨，较前一日变动+185 元/吨；BR主力合约13045元/吨，较前一日变动-95元/吨。 现货及价差：2026-02-25，RU基差-190元/吨（+40），RU主力与混合胶价差1240元/吨（+60），NR基差369.00元/吨 （-101.00）；全乳胶17050元/吨（+250），混合胶16000元/吨（+150），3L现货17300元/吨（+100）。STR20#报价2070 美元/吨（+15），全乳胶与3L价差-250元/吨（+150）；混合胶与丁苯价差2800元/吨（-50）。 现货方面，云南产全乳胶上海市场价格17050元/吨，较前一日变动+250元/吨。青岛保税区泰混16000元/吨，较前 一日变动+150元/吨。青岛保税区泰国20号标胶2070美元/吨，较前一日变动+15美元/吨。青岛保税区印尼20号标胶 2035美元/吨，较前一日变动+40美元/吨。中石油齐鲁石化BR9000出厂价格13000元/吨，较前一日变 ...

那一个个"分红账本"，传递出温暖而充满希望的春之讯号。迈向"十五五"，围绕"富民"这一核心，统筹 做好"强城""兴村""融合"三篇文章，久久为功、善作善成，共同富裕之路必将走得更稳、更实、更有信 心。 （摘编自《浙江日报》） 机制是保障。今年中央一号文件强调，拓展农民参与产业发展渠道和方式，完善公平分享产业发展收益 机制，引导新型农业经营主体带动农民增收致富。在浙江，有的村庄通过"飞地抱团"组建强村公司，带 动弱村共享红利；有的鼓励村民以房屋、劳力入股合作社，实现"工资+经营+分红"三重收入。科学合 理的共建共享机制，既能激发市场活力，又能确保发展成果惠及全体村民。 做大蛋糕，更分好蛋糕，浙江分红村的实践表明：只要产业选得准、机制建得优、群众参与深，"村村 有收益、人人享分红"就不是梦想。当村民从旁观者变为参与者和"股东"，他们的主体意识被进一步激 发，他们对村庄发展建设、公共事务的关注度和参与热情都会得到提升。这种内在驱动力的生成，能为 乡村的可持续发展注入最宝贵的活力。展望未来，随着改革持续深化，更多沉睡的资源将被激活，更多 创新的业态将会涌现。相信有朝一日，分红将转变为浙江乡村的一种常态，不断拓展共同富 ...

7200 ono 500 2000 400 1500 300 IN 1000 200 500 100 0 -100 8/1 7/1 10/1 \ 111 12/1-h 5/1 9/1 -500 -200 -1000 -300 -1500 -400 2023 -2025 -2023 -2024 2024 - 2025 -2026 2026 顺丁出口利润(东南亚) BR现货加工利润 6000 5000 5000 4000 4000 3000 3000 2000 2000 1000 1000 0 11/1 12/1 10/1 9/1 9/1/V 11/1 V 12/1 10/1 2/1 5/1 6/1 7/1 8/1 3/1 4/1 -1000 -1000 -2000 -2000 -2021 -2022 2025 =2023 -2024 ·2026 -2021 -2022 -2023 2024 ·2026 2025 RU-BR NR-BR 6000 4000 3000 5000 2000 4000 1000 3000 An 0 2000 7/1 9/1 5/1 10/1 3/1 4/1 8/1 12/1 6/1 a ...

原标题：策马扬鞭 奔腾在新时代壮阔征程上——习近平总书记在二〇二六年春节团拜会上的讲话温暖人心激扬斗志 灵蛇辞旧岁，骏马启新程。 "丙午马年，希望全国各族人民更加紧密地团结在党中央周围，坚定必胜信心，保持昂扬斗志，在中国式现代化新征程上策马扬鞭、勇往 直前，共同开创更加美好的未来。" 新春佳节来临之际，中共中央、国务院2月14日在人民大会堂举行2026年春节团拜会。习近平总书记发表热情洋溢的讲话，指引广大干部 群众踔厉奋发、勇毅前行，在中国式现代化建设的壮阔征程上奋勇争先。 在吉林省松原市，游客在查干湖冰面上观看冬捕（2026年1月7日摄，无人机照片）。新华社记者 颜麟蕴 摄 千里之外的吉林查干湖畔，天未破晓，餐饮经营者们便忙着打包鲜鱼、对接物流，将"湖鲜年味"送往全国各地；中午，湖畔民宿座无虚 席，游客围炉品鲜、共庆团圆。 "习近平总书记说'成就令人鼓舞，奋斗增添信心'，这话说到了乡亲们心坎上，让大家心里更有底、干事更有劲。"经营民宿饭店的曲三妹 满怀憧憬，"新一年我们会守护好查干湖的绿水青山，传承好渔猎文化，和大伙儿共绘生态美、产业兴、百姓富的幸福画卷。" 春和景明启新岁 神州大地年味浓郁、春意盎然。从人 ...

灵蛇辞旧岁，骏马启新程。 "丙午马年，希望全国各族人民更加紧密地团结在党中央周围，坚定必胜信心，保持昂扬斗志，在 中国式现代化新征程上策马扬鞭、勇往直前，共同开创更加美好的未来。" 春和景明启新岁 神州大地年味浓郁、春意盎然。从人民大会堂到基层一线，习近平总书记的讲话温暖着亿万群众 的心田。 全年经济社会发展主要目标任务顺利完成，"十四五"圆满收官……"习近平总书记在讲话中全面回 顾一年来国家发展取得的辉煌成就，令人深受鼓舞、深感自豪。"现场聆听习近平总书记讲话，北 京星河动力航天科技股份有限公司总裁刘建设说，"展望未来，我们将始终保持战略定力，勇担使 命、勇攀高峰，持续推动我国航天事业不断取得新突破，助力党和国家事业不断积小胜为大胜。" "总书记的讲话饱含深情，让我们真切体会到党和国家始终牵挂基层劳动者、关心关怀新就业群 体。"参加团拜会的网约车司机宫海际激动不已，"过去一年，着力保障和改善民生取得显著成 效，成果可感可及，广大普通劳动者的获得感、幸福感、安全感更加充实。" 千里之外的吉林查干湖畔，天未破晓，餐饮经营者们便忙着打包鲜鱼、对接物流，将"湖鲜年 味"送往全国各地；中午，湖畔民宿座无虚席，游客围炉 ...

化工日报 | 2026-02-13 轮胎开工率季节性下降 市场要闻与数据 期货方面，昨日收盘RU主力合约16450元/吨，较前一日变动-125元/吨；NR主力合约13370元/吨，较前一日变动-75 元/吨；BR主力合约12715元/吨，较前一日变动-305元/吨。 现货方面，云南产全乳胶上海市场价格16250元/吨，较前一日变动-150元/吨。青岛保税区泰混15350元/吨，较前一 日变动-50元/吨。青岛保税区泰国20号标胶1990美元/吨，较前一日变动-10美元/吨。青岛保税区印尼20号标胶1930 美元/吨，较前一日变动-10美元/吨。中石油齐鲁石化BR9000出厂价格12800元/吨，较前一日变动+0元/吨。浙江传 化BR9000市场价12600元/吨，较前一日变动-50元/吨。 2025年12月我国汽车产销分别完成329.6万辆和327.2万辆，环比分别下降6.7%和4.6%，同比分别下降2.1%和6.2%。 2025年全年，汽车产销量分别为3453.1万辆和3440万辆，同比分别增长10.4%和9.4%，产销量再创历史新高，连续 17年稳居全球第一。 ANRPC最新发布的2025年12月报告预测 ...

Group 1 - The capital market is experiencing a systematic increase in risk appetite for the humanoid robot industry chain, with significant trading activity and strong performance from core stocks [1] - Tesla has announced the upcoming launch of its third-generation Optimus humanoid robot, with an ambitious production target of one million units per year, marking a significant shift towards commercial application in the industry [1] - NVIDIA's GTC conference introduced the humanoid robot foundational model GR00T, establishing a comprehensive development toolchain from chips to simulation platforms [1] Group 2 - In 2026, several leading humanoid robot companies, including Yushu Technology, will appear together on the CCTV Spring Festival Gala, which is expected to enhance public awareness and accelerate the commercialization of humanoid robots [2] - Among over 210 humanoid robot concept stocks that have disclosed their 2025 annual performance forecasts, 140 stocks are expected to see positive growth, significantly higher than the overall pre-forecast rate in the A-share market [2] - The performance growth is attributed to real operational cash flow improvements and increased capacity utilization, with some core component manufacturers reporting order visibility extending into the second quarter of 2026 [2] Group 3 - The humanoid robot sector is witnessing a rise in component prices, indicating investment opportunities across the industry chain, despite current valuations being historically high [5] - The expected compound net profit growth rate for the sector from 2025 to 2027 is projected to exceed 40%, with the PEG ratio moving towards a reasonable range [5] - The upcoming mass production of Gen 3 humanoid robots and major public events like the Spring Festival Gala are expected to strengthen the consensus on the sector's "hard technology + real growth" attributes [5] Group 4 - The Tianhong CSI Robot ETF Linked Fund offers a comprehensive layout of the industry chain, capturing core momentum in industrial upgrades, with a tracking error of 0.45% for Class A and 0.70% for Class C [6] - The fund tracks the CSI Robot Index, which covers the entire robot industry chain, providing a unique investment opportunity in the context of the embodied intelligence era [6] - The index's top three weight sectors include industrial control equipment (21.3%), robots (14.1%), and horizontal general software (11.1%), with a favorable risk-reward profile for investors seeking exposure to advanced manufacturing [11]

Core Viewpoint - The chemical sector of the company is becoming a key driver for its performance growth, with a projected net profit of 540 million to 700 million yuan for 2025, representing a year-on-year increase of 256.07% to 361.57% [1] Group 1: Chemical Business Performance - The chemical business achieved a net profit growth of 345.35% year-on-year in the third quarter of 2025, significantly contributing to the overall performance of the company [1] - The company has transformed from a traditional additive manufacturer to a technology-driven materials enterprise, focusing on functional chemicals and new chemical materials [1] - The textile dyeing additives segment holds the largest market share in China and the second largest globally, with a revenue increase of 3.35% year-on-year in the first half of 2025, accounting for 29.26% of total chemical business revenue [1] Group 2: New Material Innovations - The company has established the first domestic flexible production facility for rare earth butadiene rubber, breaking the long-standing foreign monopoly, with a total production capacity of 270,000 tons [2] - The butadiene rubber business saw a revenue increase of 68.37% year-on-year in the first half of 2025, making up 12.54% of the chemical segment's revenue [2] - The company has made significant strides in international collaboration, including a strategic partnership with Malaysia's national oil company and a joint laboratory with fast fashion brand SHEIN [2] Group 3: Financial and Operational Improvements - The company's debt-to-asset ratio decreased to 50.24% by the end of the third quarter of 2025, indicating improved financial structure [2] - The gross profit margin of the chemical business reached 63.95%, enhancing overall profitability and resilience [2] - The company is actively integrating AI and digitalization to improve R&D and production efficiency, with 58 AI application scenarios implemented across 12 business areas [3] Group 4: Future Outlook - The company is expected to benefit from the release of new production capacity and an increase in overseas revenue, projected to reach 15%-20% [3] - The synergy of "AI + Chemistry" is anticipated to enhance the valuation of the company's chemical fundamentals [3] - The company aims to solidify its leading position in high-end functional materials amid structural upgrades in the chemical industry and accelerated domestic substitution [3]

Group 1 - The latest price of polybutadiene rubber is 13,020.00 CNY per ton as of February 10, with a 19.56% increase over the last 60 days [3][4] - Relevant producers in the industry include Chuanhua Zhili (002010), Qixiang Tengda (002408), Rongsheng Petrochemical (002493), Sinopec (600028), and China National Petroleum (601857) [3][4] - The method for selecting cyclical stocks involves monitoring raw material price fluctuations to identify buying signals before quarterly and annual reports [3]

化工日报 | 2026-02-11 原料价格坚挺，成本端支撑仍强 市场要闻与数据 期货方面，昨日收盘RU主力合约16335元/吨，较前一日变动+90元/吨；NR主力合约13230元/吨，较前一日变动+80 元/吨；BR主力合约12860元/吨，较前一日变动+50元/吨。 现货方面，云南产全乳胶上海市场价格16150元/吨，较前一日变动+50元/吨。青岛保税区泰混15280元/吨，较前一 日变动+80元/吨。青岛保税区泰国20号标胶1965美元/吨，较前一日变动+10美元/吨。青岛保税区印尼20号标胶1905 美元/吨，较前一日变动+10美元/吨。中石油齐鲁石化BR9000出厂价格12800元/吨，较前一日变动+0元/吨。浙江传 化BR9000市场价12600元/吨，较前一日变动-100元/吨。 市场资讯 根据第一商用车网初步掌握的数据，2026年1月份，我国重卡市场共计销售约10.1万辆，同比增长约40%。 2025年12月中国天然橡胶（含技术分类、胶乳、烟胶片、初级形状、混合胶、复合胶）进口量80.34万吨，环比增 加24.84%，同比增加25.4%，2025年1-12月累计进口数量667.51万吨，累计同 ...