据百川盈孚数据，截至7月9日，国内环氧氯丙烷市场价为1.03万元/吨，比6月中旬每吨上涨约1000元， 较年初涨幅达16%，同比上涨38%。"目前公司环氧氯丙烷订单充足。"7月9日，有生产环氧氯丙烷的上 市公司人士向记者证实。 ...

烧碱：短期偏强运行 陈嘉昕 投资咨询从业资格号：Z0020481 chenjiaxin023887@gtjas.com 【基本面跟踪】 烧碱基本面数据 09合约期货价格 山东最便宜可交割 现货32碱价格 山东现货32碱折盘面 基差 2454 810 2531 77 2025 年 7 月 10 日 资料来源：隆众资讯，国泰君安期货 【现货消息】 以山东地区为基准，今日 32%离子膜碱收于 810 元/吨，较上期价格环比持平。前期主力下游企业采购 液碱价格上调后今日价格暂稳。区域内企业开工负荷变动较小，市场价格稳定。 【市场状况分析】 近期烧碱期货价格反弹，主要因液氯降价速度超预期，部分企业出现降负。短期现货方面出现反弹，主 要因价格低位，刺激市场阶段性补库需求。 从基本面看，7 月烧碱检修产能较 6 月减少明显，7 月检修主要集中在西北、华东，山东前期检修装置 将陆续重启。同时，烧碱 6-7 月份新增产能或达到 110 万吨，因此供应压力仍较大。需求端，非铝需求支撑 偏弱，氧化铝的烧碱库存偏高，不过出口方向支撑尚可，低价补库意愿较强。成本端，虽然 7 月份电价继续 下行，但液氯的快速下跌，导致烧碱成本抬升。 请 ...

韩国央行：预计通胀率将维持在约2%的水平。房地产市场和家庭债务相关的风险已增加。未来的通胀 水平可能受到国内外经济状况、汇率变动、全球油价波动以及政府的价格稳定措施的影响。 ...

上 市 公 司 公 司 研 究 / 公 司 点 评 2025 年 07 月 10 日 巨化股份 (600160) ——制冷剂价格环比继续大幅上扬，全球"特许经营权" 属性价值凸显 报告原因：强调原有的投资评级 投资要点： 财务数据及盈利预测 | | 2024 | 2025Q1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 24,462 | 5,800 | 27,858 | 30,820 | 33,822 | | 同比增长率（%） | 18.4 | 6.1 | 13.9 | 10.6 | 9.7 | | 归母净利润（百万元） | 1,960 | 809 | 4,556 | 5,823 | 7,568 | | 同比增长率（%） | 107.7 | 160.6 | 132.5 | 27.8 | 30.0 | | 每股收益（元/股） | 0.73 | 0.30 | 1.69 | 2.16 | 2.80 | | 毛利率（%） | 17.5 | 28.4 | 26.7 | 30.2 | 33.5 | | ROE ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 工商时报 。 全球DRAM市场进入结构性转折阶段，前四大原厂三星、SK海力士、美光与中国大陆长鑫存储敲定DDR4产品停产计划 （End of Life, EOL），加速将产能转向DDR5与高频宽记忆体（HBM）等先进制程产品，记忆体市场供需结构正面临剧 烈变动。 根据供应链接获原厂EOL时程，三星于2025年6月完成DDR4芯片最终接单，并于同年12月中上旬完成模组出货。 SK海力 士推估，2025年10月停止接单，2026年4月完成最终出货。 美光则于2025年6月初通知客户其DDR4将进入EOL阶段，预计2026年第一季将陆续停止出货。三大记忆体原厂把产能全 部转到DDR5与HBM后，旧制程产能释出极少。 业者指出，值得注意的是，美光生产线将转产12纳米制程，台湾厂房产线清空后，设备要搬运回美国，中间的转换期，将 造成供给空窗期。 陆厂长鑫存储作为全球第四大DRAM原厂，则计划在2025年第四季完成DDR4最后出货，未来聚焦DDR5等产品，支援本 土需求。 业者分析，本波EOL涵盖消费性、行动装置、个人电脑与资料中心等主力应用领域，仅少数车用 ...

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Group 1 - Enjie Co., Ltd. expects a loss of 82.65 million to 107 million yuan in the first half of 2025, compared to a profit of 291 million yuan in the same period last year [1] - The primary reasons for the expected loss include a decline in the profit margin of lithium battery separator films, losses in certain business segments, increased overseas operating expenses, and a provision for inventory impairment based on prudence [1] - The company needs to adjust its strategy to cope with intensified industry competition and should focus on subsequent performance improvement measures [1] Group 2 - Tianci Materials has filed a request to withdraw a lawsuit regarding a technical secret dispute, which has been approved by the Hangzhou Intermediate People's Court [2] - The withdrawal of the lawsuit is not expected to have a significant adverse impact on the company's current or future profits, and the company plans to file a new lawsuit based on the situation [2] - The outcome of this case may influence the company's future rights protection strategy, necessitating attention to the progress of new litigation and potential risks [2] Group 3 - Multiple silicon wafer manufacturers have raised their prices, with increases ranging from 8% to 11.7% for different sizes of wafers [3] - The price hike is attributed to the upward pressure from rising upstream silicon material costs, although the demand growth at the downstream level is slowing, raising concerns about market acceptance [3] - The ability to pass on price increases to end-users will test the collaborative capacity of the industry chain, and short-term price negotiations are expected to continue [3]

Group 1 - The core point of the article is that Japan's Producer Price Index (PPI) increased by 2.9% year-on-year in June, matching the market expectation of 2.9% [1]

Group 1: CPI Analysis - China's June CPI increased by 0.1% year-on-year, reversing a four-month decline, exceeding market expectations[4] - The month-on-month CPI decreased by 0.1%, but the decline was narrower than the previous month by 0.1 percentage points[6] - Industrial consumer goods prices stabilized and contributed to the CPI increase, with a reduction in the downward impact on CPI by approximately 0.18 percentage points[6] Group 2: PPI Analysis - China's June PPI decreased by 3.6% year-on-year, with the decline widening by 0.3 percentage points compared to the previous month[4] - The PPI's further decline reflects accumulated supply-side pressures and weak demand[23] - Upstream industrial prices faced significant pressure, with mining industry prices dropping by 13.2% year-on-year[27] Group 3: Price Trends - Core CPI, excluding food and energy, rose by 0.7%, marking a 14-month high, supported by resilient service prices[20] - Energy prices increased by 0.1% month-on-month, reversing the previous downward trend, influenced by geopolitical factors[16] - Food prices decreased by 0.4% month-on-month, but the decline was smaller than seasonal expectations by 0.5 percentage points[14]

Group 1 - Northern Rare Earth expects a net profit attributable to shareholders of 0.9 billion to 0.96 billion yuan for the first half of 2025, an increase of 0.855 billion to 0.915 billion yuan compared to the same period last year, representing a year-on-year increase of 1882.54% to 2014.71% [1] - Following the China-US trade negotiations, China has partially relaxed rare earth export controls, expediting the approval process for foreign companies' export licenses, which has alleviated the high demand for rare earths from Western companies [1] - As of June, there has been a certain recovery in rare earth product export orders, although the export process has been slightly prolonged due to the time taken for license processing and customs inspections [1] Group 2 - With the upcoming peak season for domestic new energy vehicles and the subsequent overseas restocking demand, rare earth prices are expected to continue rising, benefiting the sector and leading to a dual boost in performance and valuation for domestic rare earth magnetic material companies [2] - Major domestic companies in the rare earth sector include Northern Rare Earth, China Rare Earth, Zhenghai Magnetic Materials, Ningbo Yunsheng, and Jinli Permanent Magnet [3]