Core Viewpoint - The SynBioCon 2025 conference will focus on the integration of AI with biomanufacturing, green chemicals and new materials, future food, and future agriculture, aiming to explore the development trends of the biomanufacturing industry during the 14th Five-Year Plan period [1]. Organizers and Support Units - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. and supported by various institutions including Peking University Ningbo Institute of Ocean Medicine and the China Society of Biotechnology [2]. Expert Guests - Notable experts include Zhang Xian'en, Dean of the School of Synthetic Biology at Shenzhen University, and other prominent figures from various universities and research institutes who will share insights on biomanufacturing innovations [4][5][6][7]. Conference Agenda - The event will feature a series of forums and discussions, including a high-level roundtable on biomanufacturing, thematic forums on green chemicals and new materials, AI in biomanufacturing, and future food and agriculture [36][37]. Key Topics of Discussion - Topics will cover the construction of efficient cell factories for aromatic compounds, biomanufacturing of polyamide materials, and advancements in enzyme engineering for low-carbon biomanufacturing [8][11][27]. Networking and Collaboration - The conference aims to facilitate technology transfer, product scaling, and talent acquisition within the biomanufacturing sector, promoting collaboration among industry leaders, researchers, and government entities [1]. Event Details - The SynBioCon 2025 will take place from August 20 to 22 in Ningbo, Zhejiang, featuring registration, networking opportunities, and a showcase of technological achievements in the biomanufacturing field [1][36].

Group 1 - The chemical sector continues to rise, with the Chemical ETF (516020) showing a maximum intraday increase of 1.83% and closing up 1.53% [1] - Notable stocks in the sector include lithium battery, soda ash, and fluorine chemical companies, with significant gains from Hebang Biological (up 4.76%) and Tianci Materials (up 4.03%) [1] - The chemical sector has attracted significant capital, with a net inflow of 26.418 billion yuan over the past five days, ranking second among 30 sectors [1][3] Group 2 - The "anti-involution" policy is benefiting the lithium battery sector, as it leads to project delays and a healthier supply-demand balance [3] - The chemical industry is currently at the bottom of the cycle, facing challenges from increased competition, but supply-side reforms are expected to optimize the industry structure [4] - The current valuation of the Chemical ETF (516020) is at a low point, suggesting a good opportunity for long-term investment [4] Group 3 - The chemical sector is expected to undergo a re-pricing based on cost factors, focusing on green and low-carbon initiatives [5] - Domestic policies frequently emphasize supply-side requirements, while international uncertainties in chemical supply are increasing [5] - The Chemical ETF (516020) provides a diversified investment opportunity across various sub-sectors, with a significant portion allocated to large-cap leading stocks [6]

Investment Rating - The report indicates a continued decline in public fund allocation to the chemical industry, with the allocation ratio dropping to 4% in Q2 2025, a year-on-year decrease of 1.8 percentage points and a quarter-on-quarter decrease of 0.1 percentage points, reflecting a historically low level [1][11]. Core Insights - The focus of public funds has shifted towards sectors such as civil explosives, potassium fertilizers, and fluorochemicals, with significant increases in holdings for companies like China National Materials, Guangdong Hongda, and Blue Sky Technology [2][3]. - The polyurethane and tire sectors have seen continuous reductions in holdings, particularly for Wanhua Chemical, due to declining core product prices and a drop in profitability [3][4]. - The report highlights a strong interest in new materials, particularly in the fiberglass sector, driven by high demand in AI applications [3][4]. Summary by Sections Public Fund Allocation in the Chemical Industry - The allocation of public funds to the chemical industry has been on a downward trend since Q2 2022, with a significant drop from 8.5% in Q3 2021 to 4% in Q2 2025 [1][11]. Individual Stock Changes - Key stocks that received increased allocations include China National Materials, Guangdong Hongda, and Blue Sky Technology, while significant reductions were noted for Wanhua Chemical and Satellite Chemical [2][16]. - The top ten stocks by market value in the chemical sector saw a decrease in concentration, with the top 15 companies holding a combined market value of 33.2 billion yuan, down 1.5 percentage points [14][15]. Industry Trends - The civil explosives, potassium fertilizers, and fluorochemical sectors are gaining attention, with the civil explosives sector benefiting from ongoing supply-side reforms and increased demand in regions like Xinjiang and Tibet [3][4]. - The potassium fertilizer market is supported by significant price increases in contracts signed in mid-June, while fluorochemicals are experiencing price rises due to quota implementations [3][4]. Investment Recommendations - The report suggests focusing on sectors with fundamental support, such as potassium fertilizers and fluorochemicals, while also highlighting the importance of domestic demand in the civil explosives sector amid global trade uncertainties [4][5]. - New materials, particularly those related to AI applications, are recommended for investment consideration, alongside traditional cyclical sectors showing positive supply-side changes [4][5].

Group 1: Industry Overview - The report highlights that a new round of "Ten Key Industries Stabilizing Growth Work Plan" is about to be released, which will accelerate capacity structure optimization in the chemical industry, suggesting a focus on cyclical recovery and supply-side optimization [6] - The opening of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to significantly boost investment opportunities in various segments of the chemical industry, particularly in civil explosives, all-steel tires, cement, and specialty chemicals [6] - The TDI market is experiencing upward price pressure due to Covestro's forced production halt following an electrical fire, with TDI prices rising to 14,913 yuan/ton, reflecting a 30.82% increase compared to the previous month [6] Group 2: Investment Recommendations - The report recommends focusing on leading companies in the chemical sector such as Wanhua Chemical, Hualu Hengsheng, Juhua Co., Haohua Technology, Longbai Group, Yangnong Chemical, Hubei Yihua, and Tongyi Zhong [6] - In the civil explosives and all-steel tire sectors, companies like Sailun Tire, Linglong Tire, and Wind God Co. are highlighted as potential investment opportunities [6] - The report emphasizes the growth potential of the unmanned mining truck market, with a projected sales penetration rate increasing from approximately 6% in 2024 to over 50% by 2030, indicating explosive growth [10][12] Group 3: Market Trends - The report notes that the domestic market for unmanned mining trucks is entering a rapid scaling phase, with a compound annual growth rate of 305.8% expected from 2022 to 2024 [10] - The global market for unmanned mining solutions is projected to grow from 700 million USD in 2024 to 8.1 billion USD by 2030, with a compound annual growth rate of 51.0% [12] - The report indicates that traditional mining trucks are in a highly competitive field, with major international players holding over 90% of the market share, presenting a significant opportunity for domestic companies to replace traditional models with unmanned solutions [10]

成份股方面，锂电、钾肥、树脂等板块部分个股涨幅居前。截至发稿，天赐材料大涨超4%，盐湖股 份、蓝晓科技、多氟多等涨超3%，恩捷股份、扬农化工、新宙邦等多股涨超2%。 化工板块盘中突然拉升！反映化工板块整体走势的化工ETF（516020）盘中场内价格一度涨超1%，截 至发稿，涨0.76%。 展望后市，天风证券指出，在行业"反内卷"背景下，参照供给侧改革时期的"成本要素"定价。化工领域 有望针对绿色低碳、节能减排、工艺优化等"成本要素"的重新定价，推动化工领域"反内卷"，并实现类 似于供给侧改革五年间的成效。建议重点关注周期属性较强的基础化工产品，以及与之对应的拥有成本 优势的化工龙头上市公司。 德邦证券表示，本轮自2021年以来的化工扩产周期或已步入尾声，化工行业或迎新一轮供给侧改革，国 内供给侧有望边际大幅改善。此外，本轮扩产过程中，中国化工凭借后来居上的规模、管理、研发等优 势，正在加速抢占全球市场份额。其认为，化工行业有望进入新一轮长景气周期。 如何把握化工板块反弹机遇？借道化工ETF（516020）布局效率或更高。公开资料显示，化工ETF （516020）跟踪中证细分化工产业主题指数，全面覆盖化工各个细 ...

Group 1: Equipment Manufacturing Industry - The equipment manufacturing industry has shown robust growth in the first half of 2025, with industrial added value increasing by 10.2%, outpacing the overall industrial growth rate by 3.8 percentage points [5][6] - Key sectors such as railway, shipbuilding, aerospace, and other transportation equipment manufacturing saw a significant increase of 16.6% in industrial added value [5] - The production of advanced technologies like 3D printing equipment, industrial robots, and service robots has also experienced notable growth [5] Group 2: Energy and Non-Ferrous Metals Industry - The report anticipates a recovery in trade, particularly benefiting the petrochemical sector, which has been undervalued [11] - The domestic consumption recovery is expected to favor companies with cost advantages in the oil and gas sector, such as China National Petroleum and China National Offshore Oil [12] - Metal prices are projected to rebound, with aluminum prices expected to rise, benefiting companies rich in mineral resources like Tianshan Aluminum [12] Group 3: Market Overview - The A-share market showed mixed performance, with the Shanghai Composite Index closing at 3582.30, a slight increase of 0.01% [17][24] - The market experienced significant capital outflows, with net outflows exceeding 217 billion yuan, indicating increased selling pressure [17] - The healthcare and insurance sectors performed well, with the healthcare services sector rising by 1.62% [22]

富时中国A50指数连续 十几码代 长江电力 中国恢电 (发表) 1935.45亿市值 2526,38亿市值 7063.97亿市值 8.73亿成交额 31.31亿成交额 8.87亿成交额 28.87 16.31 9.41 +0.20(+1.24%) -0.31(-1.06%) -0.01(-0.11%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4453.57亿市值 3571.78亿市值 13074.73亿市值 35.22亿成交额 18.45亿成交额 34.85亿成交额 20.26 30.05 286.77 +0.27(+0.91%) +0.26(+1.30%) -0.25(-0.09%) 消费电子 互联网服务 工业富联 立讯精密 东方财富 Fil 5455.40亿市值 2719.51亿市值 3810.35亿市值 30.07亿成交额 22.61亿成交额 90.97亿成交额 37.50 27.47 24.11 +0.89(+3.35%) -0.46(-1.21%) +0.40(+1.69%) 家电行业 食品饮料 海天味业 格力电器 kk 海尔智家 2672.99亿市值 2310.30亿市值 2577.4 ...

截至2025年7月23日收盘，呈和科技(688625)报收于30.98元，下跌1.96%，换手率0.95%，成交量1.8万 手，成交额5632.3万元。 董秘最新回复 投资者： 万华化学2026年准备生产的成核剂跟公司产品类似吗？生产以后会不会对公司的利润产生影 响？万华的订单占公司的比例高吗？ 董秘： 尊敬的投资者，您好，公司的成核剂产品具备自主知识产权，通过全球主要国家或地区颁布的 食品接触法规与标准、取得全球聚丙烯装置工艺技术Novolen、Unipol和LyondellBasell的技术准入资 格。质量达到国际先进水平，产品研发、生产的创新迭代能力强，能够根据客户需求为客户提供技术领 先的高分子材料助剂产品及定制化的配套分析服务。主要客户包括中国石化、中国石油、中海壳牌、延 长石油、北欧化工、博禄化工等国内外大型能源化工企业。感谢您对公司的关注和支持！ 当日关注点 交易信息汇总：7月23日主力资金净流出742.97万元，占总成交额13.19%。 交易信息汇总 7月23日，呈和科技的资金流向情况如下：主力资金净流出742.97万元，占总成交额13.19%；游资资金 净流入251.65万元，占总成交额4. ...

Core Viewpoint - The 2025 China International Engineering Plastics Industry Innovation Awards is currently in the online expert review phase, featuring over 30 new product launches from leading companies in the industry [2][3]. Group 1: Event Overview - The online expert review will take place on July 24-25, 2025, following the completion of the public voting phase [2][5]. - The event includes participation from renowned experts across automotive, telecommunications, modified plastics industries, and academic institutions [3]. Group 2: Award Categories and Schedule - The awards include "Innovative Materials Award" and "Innovative Industry Solutions Award," with specific time slots allocated for each category [5][9]. - The detailed schedule for the "Innovative Materials Award" includes presentations from various companies, such as Wanhua Chemical and LG Chem, showcasing their innovative products [7]. - The "Innovative Industry Solutions Award" will feature projects from companies like Suzhou Mould Flow Analysis Software Co. and Jiangxi Juzhen Technology Development Co. [9][10]. Group 3: Evaluation Criteria - The evaluation criteria for the awards focus on innovation level, feasibility, market conditions, economic benefits, and the impact of the products on the industry [12][14]. - Products are assessed on their innovation degree, market applicability, cost-effectiveness, and their contribution to industry structure optimization [12][13]. Group 4: Event Highlights - The event will gather over 600 global enterprise leaders and top scientists, promoting collaboration and exchange [15]. - It will feature a variety of activities, including a CEO strategic seminar and innovative showcases of new materials and technologies [15][18]. - The awards ceremony will take place on September 11, 2025, during the Polymer Industry Annual Conference in Hefei [14][19].

Core Viewpoint - The fourth Synthetic Biology and Green Bio-Manufacturing Conference (SynBioCon 2025) will be held from August 20-22 in Ningbo, Zhejiang, focusing on the integration of AI with bio-manufacturing, green chemicals and new materials, future food, and future agriculture [1]. Group 1: Conference Overview - The conference aims to explore the development trends of the bio-manufacturing industry during the 14th Five-Year Plan, innovations driven by AI in bio-manufacturing, and the technologies and products that will sustain the vitality of the bio-manufacturing sector [1]. - The event will facilitate the transfer and transformation of scientific achievements, product scaling, and talent acquisition [1]. Group 2: Organizers and Support Units - The conference is organized by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials) and co-organized by several institutions including Peking University Ningbo Institute of Ocean Medicine and Ningbo Enzyme Science Bioengineering Co., Ltd. [2]. - Supporting units include the Chinese Society of Biotechnology's Bio-based Materials Committee, Zhejiang Synthetic Biology Industry Technology Alliance, and Shanghai Future Industry Bio-Manufacturing Committee [2]. Group 3: Expert Speakers - Notable speakers include Zhang Xian'en, Dean of the Synthetic Biology Institute at Shenzhen University, who is recognized for his contributions to synthetic biology and bio-manufacturing [6][7]. - Other experts include professors from various universities who will share insights on topics such as the construction of efficient cell factories for aromatic compound production and the biomanufacturing of polyamide materials [10][15][28]. Group 4: Conference Agenda - The agenda includes a series of forums and discussions on topics such as green chemicals and new materials, AI in bio-manufacturing, and future food and agriculture [41]. - The first day features a macro forum on the bio-manufacturing industry, while subsequent days will include specialized forums and networking opportunities [41]. Group 5: Registration and Participation - Registration for the conference is open, and participants can sign up to engage in discussions and networking opportunities related to synthetic biology and bio-manufacturing [42][44].