碳酸钾行业曾一度被认为是高耗能、高污染的，浙江大洋生物科技集团股份有限公司通过持续的技 术革新，缔造了由污染到绿色的产业转型"传奇"。1976年至今，大洋生物见证了中国从计划经济向市场 经济转型，经历了从工业基础薄弱到"世界工厂"的飞跃发展，再到如今追求高质量发展的深刻产业变 革。 2026年，大洋生物迎来50岁生日。从兰江畔仅有两口铁锅、几名工人的公社作坊，到成为产品远销 全球的龙头企业，大洋生物历经股份制改革、新三板挂牌、深交所上市，并斩获了"国家知识产权优势 企业"等多项荣誉。如今的大洋生物，非但没有显现出丝毫"中年疲态"，反而以一份净利润预增超50% 的亮眼年报预告，向外界展示了其愈发强劲的增长动能与面向未来的勃勃雄心。半个世纪的发展历程， 不仅是一家企业的成长史，更是中国乡镇企业成功转型、中国制造业攀登价值链的缩影。 大洋生物俯瞰图 体制破壁——从"集体作坊"到"现代公司"的升级迭代 一部企业史，半部改革史。大洋生物的50年，是与国家经济体制改革同频共振、不断进行自我制度 革命的历程。从产权模糊的集体作坊到股权清晰的现代上市公司，其治理结构的每一次蜕变，都精准踩 在了时代变革的鼓点上，为企业的持续发 ...

Core Viewpoint - Juhua Co., Ltd. has solidified its leadership in the refrigerant sector during the 14th Five-Year Plan period, achieving breakthroughs in high-end fluorinated polymers and green energy new materials, while maintaining a focus on high-end, intelligent, and green development [2][3]. Group 1: Business Performance - Juhua's core business in fluorinated refrigerants has achieved global leadership, with the third-generation refrigerant quota reaching 37.86% of the industry total by 2025, and domestic usage quota at 38.77%, both ranking first in the industry [2]. - From 2021 to 2024, Juhua's cumulative operating income is expected to grow by 38%, while total profit is projected to increase by 140% [2]. - In the first three quarters of 2025, Juhua achieved operating income of 20.393 billion yuan and net profit attributable to shareholders of 3.248 billion yuan, representing year-on-year growth of 13.89% and 160.22%, respectively [2]. Group 2: Innovation and Development - Breakthroughs in high-end new materials have been a highlight for Juhua during the 14th Five-Year Plan, with the company achieving domestic substitution in several high-value new material fields through independent research and investment [3]. - Juhua has fully promoted the construction of "digital workshops," completing "zero manual" transformations of major production units, achieving full-process automated control [3]. - The company has maintained a high dividend payout ratio, with cash dividends accounting for approximately 30% of net profit for several consecutive years, totaling 5.973 billion yuan by June 2025, which is 38.11% of cumulative net profit [3]. Group 3: Future Outlook - Looking ahead to the 15th Five-Year Plan, Juhua aims to continue focusing on green development, digital transformation, and innovation-driven upgrades, striving to become a world-class manufacturing base for high-performance fluorinated and chlorinated new materials [3].

高端新材料领域的突破成为巨化股份在"十四五"时期的亮点，巨化股份通过自主研发和投资，在多个高 附加值新材料领域打破国外垄断，实现国产化替代。数字化与绿色制造双轮驱动，赋能巨化股份高质量 发展。"十四五"时期，巨化股份全面推进"数字化车间"建设，完成了主要生产装置的"零手动"改造，实 现生产全流程自动化控制；多个项目配套风电光伏绿电，并通过对副产物回收利用，显著降低碳排放。 在"十四五"时期，巨化股份保持了较高的分红率，现金分红占归母净利润的比例连续多年维持在30%左 右或以上，截至2025年6月，公司累计现金分红59.73亿元(含回购股份金额)，占累计实现归母净利润的 38.11%，未来也将延续高比例分红政策，实现企业发展与股东回报的良性循环。 面向"十五五"，巨化股份将继续围绕"绿色化发展、数智化变革、新巨化远航"主线，顺应产业科技进步 和产业变革趋势，以氟化工为核心，加快创新驱动、转型升级，努力成为国际一流的高性能氟氯化工新 材料制造业基地。 作为浙江省属国企与氟化工行业龙头，巨化股份（600160）在"十四五"时期不仅夯实了在制冷剂领域的 绝对领导地位，更在高端含氟聚合物、绿色能源新材料等领域取得了多项 ...

湖南石化本部的SBC装置区 湖南石化是我国最早实现SBC弹性体工业化生产的企业，上世纪80年代建成投产国内领先的万吨级 SBS(苯乙烯—丁二烯—苯乙烯嵌段共聚物)工业化装置；2006年建成投产国内领先的万吨级SEBS(氢化 苯乙烯—丁二烯—苯乙烯嵌段共聚物)工业化装置，打破国外技术垄断；2017年建成投产国内领先的年 产2万吨SEPS(氢化苯乙烯—异戊二烯共聚物)工业化装置，成为全球第三家采用具有自主知识产权核心 技术工业化生产SEPS的企业。该公司自主研发的SBS及SEBS成套技术分别获国家科学技术进步奖一等 奖、二等奖，增强了我国在高端合成橡胶领域的核心竞争力。 近年来，依托中国石化一体化、市场区位、技术及原料供应优势，结合市场形势变化，湖南石化先后与 海南炼化和上海石化合作，共同出资建设年产17万吨和25万吨SBC弹性体项目，优化合成材料发展布 局，通过"走出去"，到有原料、有市场的地区发展优势产品，进一步增强了企业核心竞争力。这两个项 目均采用中国石化自主知识产权的成套工艺技术，在环境保护、能耗控制和生产效率方面均显著优于传 统技术路线。 2023年4月，海南巴陵化工新材料公司建成投产SBC弹性体装置 ...

世名科技（300522.SZ）12月22日在投资者互动平台表示，盘锦基地作为公司布局高端新材料领域的重 要战略支点，主要承接公司特种光敏新材料、电子级碳氢树脂、特种润滑油添加剂等产品的中试研发项 目，面向电子、光固化等高端新材料产业领域。目前，基地项目建设进展顺利，已正式投产运营；剩余 零星设备正处于安装调试阶段，各项工作稳步推进。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司辽宁盘锦基地建设进度如何？预期对明年 业绩产生怎样的影响？ ...

Core Viewpoint - Specialty nylon, as a high-performance polyamide material system beyond general nylon (PA6, PA66), is a key direction for the new materials industry towards high-end, functional, and green development. It overcomes the limitations of conventional nylon in heat resistance, water absorption, and transparency through molecular structure design and synthesis process innovation, leading to various subcategories widely used in advanced manufacturing fields such as automotive electrification, electronics, new energy equipment, and aerospace [1][2]. Group 1: Overview of Specialty Nylon - Specialty nylon refers to polyamide materials excluding general nylons (PA6 and PA66), including long-chain polyamides, high-temperature polyamides, transparent polyamides, and bio-based polyamides (PA56), with long-chain nylon and high-temperature nylon dominating the market [5][6]. - The global specialty nylon market is currently dominated by international giants such as Arkema, Evonik, and DuPont, with significant technological barriers in key monomers, polymerization processes, and high-end grades [1][10]. Group 2: Market Supply and Demand - The global production capacity of specialty nylon is approximately 600,000 tons per year, with major producers including Arkema, DuPont, DSM, and others. DSM uniquely masters the industrialization of hexamethylenediamine, producing PA4T, while other companies primarily focus on PA6T products [10][11]. - In China, domestic production of long-chain polyamides has gained a significant market share, with several companies planning to expand production capacity, expected to reach 150,000 tons in the next five years [14][13]. Group 3: Long-Chain Polyamides - Long-chain nylon typically refers to nylon materials with more than ten methylene groups in the molecular chain, offering high toughness and low water absorption, with applications in automotive, electronics, and military sectors [16][20]. - The global production capacity of long-chain polyamides is around 270,000 tons per year, with a projected market sales revenue of $2.846 billion in 2024, expected to reach $3.64 billion by 2031, reflecting a CAGR of 3.6% [21][23]. Group 4: High-Temperature Polyamides - High-temperature polyamides can operate at temperatures up to 150°C, with a global production capacity of approximately 335,000 tons per year. They are widely used in electronics, automotive, and mechanical manufacturing [26][32]. - The production of high-temperature nylon involves complex synthesis processes, with the two-step method of high-temperature high-pressure solution polymerization followed by solid-phase post-polymerization being the mainstream industrial process [28][31].

据悉，联泓格润MTO装置于12月10日晚上18:18甲醇投料，12月11日凌晨01:30乙烯、丙烯合格产品进入 储罐，一次投料产品合格率即达100%，创造同类型装置开车新纪录。该装置投产后，联泓新材料拥有 两套130万吨/年MTO装置，可为下游高端新材料产品提供更加稳定的原料保障。 EVA装置投产后，联泓新材料EVA产能由16万吨/年提升至36万吨/年，并同时拥有管式法和釜式法两套 国际领先的生产装置，生产灵活性显著提升，产品结构能够更好满足光伏、线缆、发泡等不同领域应用 需求，市场竞争力进一步增强。 联泓格润一体化项目各装置的陆续投产，将推动公司规模和盈利能力进一步增长。 12月10日，联泓新科（003022）子公司联泓格润一体化项目取得关键进展：130万吨/年甲醇制烯烃 (MTO)装置和20万吨/年乙烯-醋酸乙烯共聚物(EVA)装置一次投料开车成功，顺利打通全流程并产出合 格产品，实现平稳运行。 自2025年9月底联泓格润一体化项目整体建成中交以来，项目团队全面有序地推进试生产准备工作：编 制系列方案预案，确保有章可循，操作有序；开展单机试车、联动测试与安全联锁校验等设备检查工 作，保障装置稳定可靠；对人 ...

Group 1 - The European and Northeast Asian olefin industry is facing challenges such as long construction times, high costs, and weak demand, leading to the closure of several outdated facilities by multiple companies [1] - The company is seizing opportunities to accelerate its expansion into overseas markets, with its export volumes of acrylic acid and esters, superabsorbent resins, ethanolamines, and polyether monomers ranking among the top in China [1] - For the first three quarters of 2025, the company reported operating revenue of 34.771 billion yuan, a year-on-year increase of 7.73%, and a net profit attributable to shareholders of 3.755 billion yuan, a year-on-year increase of 1.69% [1] Group 2 - The company officially launched its high-performance catalyst new materials project in the first half of 2025, planning to invest 3 billion yuan to create an integrated R&D platform for high-performance catalyst industrialization and high-end new material cluster development [2] - The company is advancing the construction of new projects at various bases, including the acrylic acid project at the Pinghu and Jiaxing bases, and the α-olefin and EAA projects in Lianyungang, which are expected to provide performance growth in the future [2] - Based on the current market conditions of the C2 and C3 sectors and the progress of high-end new materials projects, the company's net profit forecasts for 2025-2027 are adjusted to 5.55 billion, 6.97 billion, and 8.62 billion yuan respectively [2]

本报讯(记者向炎涛)近日，我国首台套丁二烯法己二腈工业化生产项目——中国化学（601117）工程股 份有限公司(以下简称"中国化学工程")旗下天辰齐翔新材料有限公司20万吨/年己二腈装置全面达产。12 月5日，中国化学工程在山东淄博举办天辰齐翔己二腈项目反向路演和国企开放日活动，证券公司、基 金公司等国内知名金融机构投资者和中央主流媒体记者齐聚现场实地考察，近距离感受这一高端新材料 项目的技术实力与发展前景。 己二腈是生产尼龙66的核心原料，被市场称为聚酰胺产业链的"咽喉"。作为高性能聚合物，尼龙66像米 粒一样大，却能拉伸2公里不断裂，指甲盖大小的玻纤增强尼龙66制品可承受1吨左右的压力而不发生塑 性变形，颗粒状阻燃级尼龙66产品遇明火后10秒内即可自行熄灭。被誉为尼龙66"面粉"的己二腈实现规 模化量产，意味着尼龙行业下游"面包坊"将获得充足、优质的原料供应，从而有力推动汽车、轨道交 通、航空航天及电子电气等高端制造领域的持续发展，保障我国高端聚酰胺产业链安全。 该项目采用中国化学工程自有技术，打破国外垄断、解决"卡脖子"难题。自项目投产以来，中国化学工 程系统梳理全流程瓶颈，聚焦反应器效率提升、精馏分离 ...

Core Insights - The Shanghai Jinshan Baling New Materials Company, a joint investment by Hunan Petrochemical and Shanghai Petrochemical, has successfully completed its annual production capacity of 250,000 tons of SBC (Styrene Block Copolymer) and achieved a successful initial operation, marking a new breakthrough in Sinopec's supply capacity in the high-end new materials sector [1] Group 1: Company Achievements - Hunan Petrochemical has become the largest SBC elastomer manufacturer globally, with a total annual production capacity of 800,000 tons across its main plant and two joint ventures [1] - The main plant of Hunan Petrochemical has an annual SBC elastomer production capacity of 380,000 tons, while the Hainan Baling New Materials Company has a capacity of 170,000 tons, and the newly established Shanghai Jinshan Baling New Materials Company has a capacity of 250,000 tons [1][2] Group 2: Historical Context - Hunan Petrochemical was one of the first companies in China to industrialize SBC elastomer production, establishing the first 10,000-ton SBS industrial production unit in the 1980s [2] - The company has broken foreign technology monopolies by building the first 10,000-ton SEBS industrial production unit in 2006 and the first 20,000-ton SEPS industrial production unit in 2017 [2] Group 3: Recent Developments - In 2023, the Hainan Baling Chemical New Materials Company launched its SBC elastomer unit, with SBS production capacity of 120,000 tons and SEBS capacity of 50,000 tons [3] - The newly established Shanghai Jinshan Baling New Materials Company produces three types of SBC elastomers, with SBS capacity of 140,000 tons, SEBS capacity of 50,000 tons, and SIS (Styrene-Isoprene-Styrene) capacity of 60,000 tons [3] Group 4: Production and Market Performance - From January to October 2023, Hunan Petrochemical's rubber division produced nearly 270,000 tons of SBC elastomer series products, achieving a 19% year-on-year increase in sales of new specialty products [3] - The Hainan Baling New Materials Company has produced over 300,000 tons since its establishment, with an average operating rate of 110%, significantly higher than the industry average [3] Group 5: Product Characteristics and Applications - SBC elastomers are new polymer materials that combine the processing convenience of plastics with the high elasticity of rubber, featuring green safety, easy processing, and recyclability [3] - Applications of SBC elastomers include high-value sectors such as infant products, medical devices, 5G optical cable reinforcement, and environmentally friendly synthetic leather, with some medical-grade products suitable for human implantation [3]