光伏概念盘初走强，云南锗业、泰嘉股份双双涨停，风光股份涨超18%，凯德石英、鼎际得、东岳硅 材、鑫磊股份等跟涨。 ...

Core Viewpoint - The article discusses the strategic partnership between Dingjide and Kingfa Technology, focusing on the production and supply of POE and polyolefin catalysts and additives, aiming to establish a long-term cooperative relationship and set a new industry benchmark [2]. Company Overview - Dingjide, established in 2004, went public on the Shanghai Stock Exchange in 2022. The company's main products include POE, polyolefin catalysts, co-catalysts, antioxidants, and other polyolefin additives [4]. Investment and Project Development - In September 2023, Dingjide signed an investment agreement to establish Liaoning Dingjide Petrochemical Technology Co., Ltd., investing over 12 billion yuan in a petrochemical new materials project in Dalian Changxing Island, officially entering the high-end POE materials business [5]. - The total investment for the POE high-end new materials project exceeds 12 billion yuan, with the first phase planned to produce 200,000 tons/year of POE and 300,000 tons/year of ethylene to α-olefins, set to commence production in October 2025 [5]. - After the first phase, Dingjide plans to initiate the second phase, which includes an additional 200,000 tons/year of POE and 300,000 tons/year of ethylene to α-olefins [5]. Market Recognition and Competition - The POE pilot samples from Dingjide have been recognized by clients including Kingfa Technology, Plit, Dawn Group, Huitong New Materials, and Suzhou Hechang Polymer Materials [6]. - The domestic POE industry is entering a period of concentrated capacity release, with existing capacity exceeding 700,000 tons and planned capacity surpassing 6 million tons [7]. - The article highlights the risk of potential overcapacity and intensified competition in the industry as domestic production capabilities increase [7]. Production Technology and Capacity - The main production technologies for POE include Dow's INSITE high-temperature solution polymerization and ExxonMobil's Exxpol high-pressure polymerization, with the solution polymerization method being widely adopted by major producers [8]. - The current industrial capacity for POE in China includes various companies, with Dingjide set to produce 200,000 tons/year by October 2025 [9]. - The article notes that the gas-phase method for producing POE, developed by China National Petroleum Corporation, has achieved scale production, significantly reducing energy consumption compared to the solution method [9]. Technical Barriers and Catalyst Development - Catalysts are identified as a key component in POE production, alongside the supply of α-olefins and polymerization technology [11]. - Dingjide has developed a product line centered around the fourth-generation Ziegler-Natta catalyst and is also working on metallocene catalysts to cover mainstream production processes [11].

近7日无最新研报发布。此前分析指出POE国产化替代空间广阔，公司项目已投产并送样头部胶膜厂， 中长期成长性受关注。 以上内容基于公开资料整理，不构成投资建议。 财报分析 近期无新增财报资讯。2025年全年业绩预告已于1月30日披露，预计归母净利润863.24万至1294.86万 元，同比扭亏，主因POE项目投产及降本增效。 机构观点 经济观察网鼎际得（603255）与塑料改性龙头金发科技（600143）签署战略合作协议，围绕POE、聚烯 烃用催化剂及助剂的生产和供应模式达成全面合作。同日，中东地缘局势紧张推升能化板块关注度，石 油期货板块获资金净流入33.66亿元，化工期货板块资金净流入14.31亿元。2月13日，鼎际得披露总额 2.5亿元的对外担保，被担保方为子公司辽宁鼎际得石化科技有限公司，担保方式为连带责任担保。 股票近期走势 近7个交易日，鼎际得股价区间振幅达18.77%，2月9日单日涨幅2.70%，但2月13日收盘价31.73元，当日 跌幅2.49%，5日累计下跌2.76%。资金面显示2月13日主力资金净流出420万元，散户资金占比46%。技 术面短期承压，20日布林带上轨压力位34.78元，支撑位 ...

证券日报网讯2月12日，鼎际得（603255）发布公告称，公司未对控股股东和实际控制人及其关联人提 供担保，亦未发生逾期担保情形。 ...

证券代码：603255 证券简称：鼎际得 公告编号：2026-002 辽宁鼎际得石化股份有限公司 关于为子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 截至本公告披露日，2025 年度公司预计为控股子公司石化科技、大连西中 岛鼎新仓储有限责任公司（以下简称"鼎新仓储"）以及大连鼎际得化学有限公 司（以下简称"鼎际得化学"）提供总计不超过人民币 591,000 万元的担保额度， 其中石化科技 555,110 万元，鼎新仓储 25,890 万元，鼎际得化学 10,000 万元。 本次担保事项在 2024 年年度股东大会、2025 年第三次临时股东大会授权批准范 围内，无需提交公司董事会、股东会审议批准。 二、被担保人基本情况 | 被担保人名称 | | | | 本次担保金额 | | 实际为其提供的 担保余额（不含本 | | 是否在前期预计 | 本次担保是否有 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - Dingtai De (603255) and Jinfat Technology (600143) have signed a strategic cooperation agreement in Guangzhou, marking a new phase in their collaboration in the high-end polyolefin materials sector [1] Group 1: Strategic Cooperation - The agreement establishes a long-term and stable strategic partnership between Dingtai De and Jinfat Technology [1] - Both companies will reach a comprehensive strategic cooperation consensus regarding the production and supply models of polyolefin elastomers, catalysts, and additives [1] - The collaboration will focus on resource sharing, product support, market expansion, and industrial synergy, aiming to create a new benchmark for industry cooperation [1]

Core Viewpoint - The strategic cooperation agreement signed between Dingjide and Jinfat Technology marks a new phase in their collaboration within the high-end new materials sector of polyolefins [1] Group 1: Strategic Partnership - Dingjide and Jinfat Technology have established a long-term and stable strategic partnership [1] - The agreement focuses on comprehensive strategic cooperation in the production and supply models of polyolefin elastomers, catalysts, and additives [1] - Both companies aim to deepen collaboration in resource sharing, product support, market expansion, and industrial synergy [1]

2026年3月31日-4月1日， " 第五届中国合成生物学及生物制造大会 " 将 在 杭州 隆重举行，其中设置 【 生物基化学品与材料专场 】 ，诚邀各位专家及相关从业者 参会交流！点击下方小程序卡片，立即免费报名参会！ 会议演讲/路演报名（审核制） 请添加下方微信 添加微信请备注： 姓名+公司+职务 *PR | 品牌推广 | 会议会展 | 会议咨询* 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 2月6日， 鼎际得(603255) 与塑料改性领域龙头 金发科技(600143) 在广州市签署战略合作协议。 鼎际得董事长张再明与金发科技总经理吴敌分别代表双方签署《战略合作框架协议》， 双方将建立长期稳定的战略合作伙伴关系，围绕POE、聚烯烃用 催化剂及助剂的生产和供应模式达成全面战略合作 ，并在资源共享、产品支持、市场拓展、产业协同等方面深度合作。 此次合作的达成，标志着双方在聚烯烃高端新材料领域的资源整合、互利共赢迈入全新阶段，为推动行业高质量发展注入强劲动力。 资料来源： --鼎际得 ...

Core Viewpoint - The A-share market is experiencing fluctuations, with coal and space photovoltaic concepts showing significant activity. However, the rebound in coal stocks is primarily a result of overselling, while the space photovoltaic sector may have more sustainable growth due to ongoing positive developments and performance reversals [1][2][10]. Group 1: Coal Sector Analysis - The coal sector saw a notable increase, with indices such as the central enterprise coal index rising by 6.23% and the coal mining selection index by 5.93% [3][11]. - Despite the surge, 19 out of 27 companies in the coal industry have projected a decline in performance for 2025, indicating a lack of fundamental support for the rebound [2][11]. - The operational strategy for coal stocks should be closely monitored, particularly in relation to the performance forecasts for the first quarter of 2026 [2][11]. Group 2: Space Photovoltaic Sector Analysis - The space photovoltaic sector is showing stronger fundamentals, with nearly 50% of companies in the photovoltaic equipment industry expected to achieve performance growth by 2025, a significant increase compared to previous years [2][12]. - Notable stocks in the space photovoltaic sector include Zhonglai Co. and Zerun New Energy, which have reached "20CM" and "10CM" daily limits, respectively, indicating strong market interest [2][12]. - The space photovoltaic index has also shown a year-to-date increase of 31.04%, reflecting robust investor sentiment [3][12]. Group 3: Technological Developments in Space Photovoltaics - Space photovoltaic cells are categorized into three main types: gallium arsenide, crystalline silicon, and perovskite cells, each with distinct advantages and challenges [5][15]. - The efficiency of gallium arsenide cells is high but comes with a high cost, while perovskite cells offer flexibility and low theoretical costs but face stability issues [5][15]. - Crystalline silicon cells, although less efficient, are currently the most cost-effective option and are gradually replacing gallium arsenide in low-cost satellite applications [5][15]. Group 4: Company Developments and Performance Forecasts - Companies like Canadian Solar (阿特斯) are actively developing technologies related to space photovoltaics, including HJT technology and perovskite/HJT tandem cells, achieving significant advancements in efficiency [16][17]. - The company has reported a research and development efficiency exceeding 27.6% and a mass production efficiency of over 27.30%, positioning it at the forefront of the industry [16][17]. - Five companies are projected to see their performance double by 2025, with the fastest growth expected from Dingjide (鼎际得), forecasting a net profit increase of 171.15% to 206.73% [8][20].

Core Viewpoint - The recent surge in the stock market, particularly in the photovoltaic (PV) sector, is driven by interest from Elon Musk's SpaceX and Tesla teams exploring partnerships with Chinese PV companies, although the overall industry still faces significant financial challenges ahead [1] Industry Summary - The three major stock indices saw a late rally, with the Shanghai Composite Index returning to the 4100-point mark, driven by strong performance in the photovoltaic equipment sector [1] - Key companies in the PV sector, such as JinkoSolar, Zhonglai Co., Shichuang Energy, and Zerun New Energy, experienced a 20% surge in stock prices, while others like Haitai New Energy and Optec saw gains exceeding 10% [1] - Despite the positive market movement, major PV companies are projected to incur substantial losses in 2025, with leading firms like Longi Green Energy, Tongwei Co., and TCL Zhonghuan expected to report losses exceeding 6 billion yuan [1] - The industry is under significant survival pressure, and the anticipated recovery in the PV sector will depend on the effective implementation of measures to counteract excessive competition [1]