关注意信公众号 | *业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 容询业务资格:证监许可 【2011】1292号 | | | | 徐艺丹 Z0020017 | | | 铁矿石相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 涨跌 | 涨跌幅 | 单位 | | 仓单成本:卡粉 | 730.8 | 728.6 | 2.2 | 0.3% | | | 仓单成本:PB粉 | 766.7 | 764.5 | 2.2 | 0.3% | | | 仓单成本:巴混粉 | 777.1 | 775.0 | 2.2 | 0.3% | | | 仓单成本:金布巴粉 | 768.1 | 765.9 | 2.2 | 0.3% | | | 09合约基差:卡粉 | 49.2 | 39.1 | 10.1 | 25.8% | | | 09合约基差:PB粉 | 30.2 | 75.0 | -44.8 | -59.7% | 元/肥 | | 09合约基差:巴混粉 | 40.6 | 85.5 | -44.8 | -52.5% | | | 09合约基差:金布巴粉 | ...

Core Viewpoint - The liquid paraffin market in China is expected to grow from approximately 1.834 billion yuan in 2024 to 2.039 billion yuan in 2025, driven by increasing demand in skincare, cosmetics, lubricants, and preservatives, alongside a shift towards greener and more specialized products due to stricter environmental regulations and evolving consumer preferences [1][17]. Industry Overview - Liquid paraffin, also known as white oil, is derived from kerosene or diesel fractions and is characterized by its chemical stability and inertness, making it essential in various applications such as lubricants, cosmetics, pharmaceuticals, and food packaging [3][17]. - The industry is witnessing a transition towards green, high-end, and specialized products, with technological innovations and market demands driving growth [1][17]. Market Size and Growth - The Chinese liquid paraffin market is projected to reach approximately 1.834 billion yuan in 2024, with an expected increase to 2.039 billion yuan in 2025 [1][17]. - The skincare industry is a significant growth driver, with the market size for skincare products in China estimated at around 295.9 billion yuan in 2024, reflecting a year-on-year growth of 5.01% [14]. Import and Export Dynamics - In 2024, China imported 138,000 tons of liquid paraffin and heavy liquid paraffin, marking a year-on-year increase of 32.83%, with an import value of 1 billion yuan, up 23.93% [19]. - Exports of liquid paraffin and heavy liquid paraffin saw a significant decline, with only 750 tons exported in 2024, a drop of 93.12% year-on-year, attributed to weak international demand and increased trade barriers [19]. Industry Policies - The Chinese government is focusing on sustainable development in the paraffin industry, implementing policies to reduce environmental pollution and enhance resource efficiency [8]. - Recent guidelines aim to support the digital transformation of the petrochemical industry, promoting advanced technologies and improving management levels [8]. Industry Chain Structure - The liquid paraffin industry chain consists of upstream raw materials (primarily petroleum), midstream processing (distillation and cracking), and downstream applications in pharmaceuticals, cosmetics, and industrial products [11][13]. Key Companies - Major players in the liquid paraffin market include China Petroleum, China Petrochemical, and various regional refineries such as Fushun Petrochemical and Daqing Petrochemical, which are involved in the production and supply of liquid paraffin [22][24][25][27].

7月的广州，热浪与商流一道升温，第27届中国建博会（广州）火热开场。今年这场生态大展中，家居新范式观察到一个新现象——"饰面板"这一常被视 作"基材外衣"或者"设计附属"的品类，正因消费习惯转变、产业调整等因素，进一步从"幕后"走向"台前"。 板材开枝散叶，饰面板成"主角" 大行业来看，中国是人造板生产、消费和贸易第一大国，人造板产量已经连续多年增长。据《中国绿色时报》2025年6月26日报道，我国人造板总生产能 力约为3.66亿立方米，产品产值达到7640亿元。但行业的产品结构在深度调整，一些原来做刨花板、复合板等基材的企业，纷纷加大了饰面板的产研力 度，以提高产品附加值。 以板材行业代表性上市公司华立股份为例，其2024年年报显示，公司饰面板业务实现收入3.10亿元，同比大幅增长66.71%，增速是同期复合板业务的六倍 还多。今年6月5日 ，华立股份又竣工投产了安徽华富立生产基地一期，预计月产能达8万张饰面板。 更值得注意的是，其饰面板业务的毛利率升至18.74%，较上年上涨5.37个百分点，成为拉动企业利润增长的关键板块。 家居新范式在本次广州建博会的展商交流中发现，定制家居融合发展是饰面板"进化"的重 ...

成都市兴蓉环境股份有限公司 | 投资者关系活动 | ★特定对象调研 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □其他 | | 参与单位名称及 | 招商信诺-柴若琪、彭羿扬、赵若琼；中信资管-张晓亮、孙曙光、 | | 时间 | 年 月 日 2025 7 9 | | 地点 | 线上交流 | | | 刘杰 | | 员姓名 | | | | 主要包括：自来水业务、污水处理和中水利用业务、环保业务 | | | 以及工程业务，其中环保业务包含垃圾焚烧发电、垃圾渗滤液 | | | 处理、污泥处置和餐厨垃圾处置。 | | | 问题 2：请介绍公司运营及在建的供排水项目情况。 | | | 答：公司目前运营及在建的供水项目规模约 430 万吨/日，在建 | | | 项目主要为成都市自来水七厂三期剩余 万吨/日，目前已进入 40 | | | □分析师会议 | | | □现场参观 | | 人员姓名 | 袁智志、刘将超；长江证券-徐科、李博文 | | 上市公司接待人 | | | | 问题 1：请介绍公司主要业务情况。 答：公司为国内领先的水务环保综合服务商， ...

二苯基磷氧是一种有机磷化合物，它广泛用作化学中间体、配位化学中的配体，近年来也用作高性能阻燃剂和光电材料的基料。全球二苯基 磷氧市场目前仍属于小众市场，但近年来由于对环保型磷基阻燃剂的需求不断增长，以及新型应用的探索和研究推动，市场或将迎来发展机 遇。 生产路线方面，市场目前以中间体合成工艺为主，山东洪川化工有限公司、武汉吉鑫益邦生物科技有限公司、本溪吉凯科技有限公司均采用 此技术路线。但该技术路线成本较高，受上游原料波动性限制较大。为了降低成本，淄博盛森精细化工有限公司实现了原料合成工艺法的采 用，因此其具备明显的价格优势，但由于其规模较小且尚未完成专利申请，所以竞争能力有限。 未来，市场应用领域将持续拓展，技术将进一步升级。区域格局特点依旧，中国凭借政策支持和产业链优势，占据主要市场。 总之，二苯基磷氧市场正从一种利基化学品发展成为涵盖多个高价值领域的战略中间体。受淘汰卤素的监管压力以及磷化学技术的进步的推 动，二苯基磷氧拥有广阔的增长潜力。然而，原材料价格波动，需求不稳定仍然是影响市场发展轨迹的关键因素。整体来说，二苯基磷氧市 场属于小众市场，规模有限，但一旦下游市场被打开，其将迎来进一步发展。 根据 ...

主力成本分析 通源环境688679 时间: 2025年7月9日星期三 61.50分综合得分 较强 趋势方向 16.03 元 当日主力成本 16.04 元 5日主力成本 15.02 元 20日主力成本 13.99 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 1 次 技术面分析 16.49 短期压力位 短期支撑位 16.49 中期压力位 13.41 中期支撑位 15.26 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月09日的资金流向数据方面 | 主力资金净流出1169.66万元 | | --- | | 占总成交额-27% | | 超大单净流出139.78万元 | | 大单净流出1029.88万元 | | 散户资金净流出45.09万 | 关联行业/概念板块 环保行业 -0.26%、节能环保 -0.17%、微盘股 0.17%等 财务数据 最近的财报数据显示，该股于2025年07月09日 | 每股收益-0.02元 | 营业利润-0.04亿元 | | --- | --- | | 市盈率--- | 销售 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)13飞马国际360.83271.6815.4777.44亿行业平均 53.2358.475.4657.38亿行业中值31.2032.211.8934.46亿1城发环境7.507.831.0289.38亿2瀚蓝环境 11.3511.621.40193.32亿3创业环保11.8611.910.9796.11亿4三峰环境12.0012.191.23142.45亿5伟明环保 12.1212.142.36328.13亿6旺能环境12.8713.311.1174.65亿7玉禾田13.6213.951.8780.24亿8节能国祯 13.8413.561.0949.72亿9三达膜14.2514.681.1246.22亿10富春环保14.7219.411.1146.80亿11联泰环保 15.0214.880.8126.71亿12绿色动力16.9118.241.33106.74亿 来源：金融界 股东方面，截至2025年3月31日，飞马国际股东户数65433户，较上次减少21962户，户均持股市值35.28 万元，户均持股数量2.76万股。 深圳市飞马国际供应链股份有限公司的主 ...

2025年7月8日-11日,亚洲规模最大、品类最全、影响力首屈一指的建筑装饰领域顶级盛会——第27届广州建博会将震撼上演。作为艺术涂装专业强势品牌,蒙 太奇将以"百变魔方石·艺术焕家妆"为主题,从产品创新到工艺革新,从色彩美学到空间艺术,从功能突破到场景表达,从艺术涂装灵感到材料科技应用,携5大亮点 与您共赏一段"魔方"焕家妆之旅。 行业领创"负氧离子"高端功能系列艺术涂料,氧宝3.0采用"第三代静态小粒径负氧离子诱生技术"每立方厘米诱生3000～5000个负氧离子,于方寸间复刻森林的 纯净呼吸感。步入氧宝3.0展区,您将亲眼感受"视觉美学"与"健康功能"如何完美相融。这里不仅有10大市场畅销氧宝3.0产品,更特别设置负氧离子浓度实时监 测互动区,亲身感受"会呼吸的墙面"带来的生态级居住感受。 亮点03 亮点01 2025战略级新品首发:魔方石 展馆入口核心区域为蒙太奇2025年度战略级新品"魔方石"展示区。作为行业首款实现"免腻子·百变效果"的质感艺术涂料,魔方石突破传统施工局限,施工工期 缩短30%以上。并且底面粗细可自由叠加,实现"一底多面"的创意可能。现场将以"魔方"造型动态展示"魔方72面,面面都惊 ...

Core Viewpoint - The market for polyaspartic acid ester anti-corrosion coatings is expanding due to increasing demand and environmental regulations, with significant growth expected in production and market size in China and globally [1][4][6]. Group 1: Industry Definition and Characteristics - Polyaspartic acid ester anti-corrosion coatings, also known as polyaspartic coatings, utilize a new structure of polyaspartic acid ester as the main resin and aliphatic isocyanate as the curing agent, providing long UV resistance and rapid curing [2][4]. - These coatings exhibit high weather resistance, strong adhesion, and excellent chemical stability, making them suitable for heavy-duty anti-corrosion applications in various sectors [2][4]. Group 2: Current Industry Status - The global market for polyaspartic acid ester anti-corrosion coatings is projected to grow from $87 million in 2017 to $295 million in 2024, with an expected market size of $326 million in 2025 [4]. - In China, the production of polyaspartic acid ester anti-corrosion coatings is expected to reach 10,798 tons in 2024, with a demand of 11,057 tons and a market size of approximately 72.98 million yuan [6][12]. Group 3: Industry Development Environment - The industry is supported by government policies aimed at promoting environmentally friendly materials and reducing VOC emissions, which are crucial for sustainable development [10][11]. - Recent policies include tax incentives and support for research and development, aimed at enhancing the competitiveness of the industry [11]. Group 4: Industry Competition Landscape - The polyaspartic acid ester anti-corrosion coatings industry is characterized by a low concentration of market share among major players, with companies like Shanghai Hailong Saineng New Materials Co., Ltd. and Jiangsu Lanling Polymer Materials Co., Ltd. leading the market [12][13]. - The industry is experiencing rapid growth, but the overall market share of individual companies remains relatively small, indicating opportunities for consolidation and increased competition [12]. Group 5: Industry Development Trends - The industry is expected to see advancements in technology and product performance, with a focus on developing coatings with enhanced anti-corrosion and environmental properties [15]. - Future trends indicate a shift towards functionalization, greening, and efficiency in product offerings, positioning China as a leading market for production and consumption of these coatings [15].

回收体系的重构与升级 在消费升级与环保理念深度融合的时代背景下，旧家电正经历着一场前所未有的"焕新之旅"。这场变革不仅重新定义了废旧物品的价值内涵，更构建起循环 经济发展的新格局。随着国家以旧换新政策的深入实施，2024年我国废旧家电回收量同比增长14.83%，废弃电器电子产品回收处理市场规模突破1500亿 元。这些数据背后，折射出一个正在崛起的千亿级产业生态。 再制造技术的创新突破 废旧家电的价值重塑离不开先进的再制造技术支撑。拆解环节的技术升级成为关键突破口。现代化拆解设备能够精确分离各种材料，最大程度地保持原材料 的品质。智能化拆解生产线的应用，使得拆解效率较传统方式提升数倍。 有价金属的回收利用展现出巨大经济价值。废旧家电中蕴含的铜、铝、稀土等金属资源，经过专业处理后可以重新投入生产循环。这种资源循环利用模式不 仅减少了对原生资源的依赖，还创造了可观的经济效益。 跨境再制造技术的引进与消化吸收正在加速推进。通过与国际先进企业的技术合作，我国在废旧家电处理技术方面实现了跨越式发展。产学研结合的创新模 式为技术升级提供了持续动力，专业人才培养体系的完善为产业发展奠定了人才基础。 环保材料的研发应用成为技术 ...