中证报中证网讯(记者罗京)6月3日，"传承金典携手30年合作发展向未来"传化&大金30周年庆典暨行业 交流会在杭州举行。会上，传化集团和大金签署全面战略合作协议，双方将共同设立无氟防水剂联合研 发生产项目，建立新技术、新产品的现地研发及生产体制，快速响应市场需求，立足纺织领域，向更广 阔市场和新兴产业前沿延伸，共同探索新材料等领域的无限可能。 传化集团董事长徐冠巨在会上表示，两家公司自1995年起便缔结了深厚的合作缘分，共同见证了防水剂 产品从C8到C6，再到无氟防水剂的跨越式发展。展望未来，双方将进一步从传统的经销合作迈向共同 研发、共同生产、共同销售的新高度，聚焦无氟防水剂这一重点领域，整合优势资源，强化本地化供应 链与研发体系的建设，持续深耕中国市场，并积极向东南亚等海外市场拓展，为全球客户与行业伙伴创 造更多价值。 随着全球环保法规的日趋严格，含氟防水剂的环境危害日益受到关注，推动了无氟防水剂的研发和应 用，促进了行业向更环保、可持续的方向发展。"以纺织行业为例，目前国内外运动品牌正积极采取措 施减少含氟产品数量，无氟防水剂在运动服、冲锋衣、鞋材、帐篷、箱包等户外用品中的应用越来越 多。随着消费者对产 ...

点击注册小程序 根据人民网新闻，5月26日，根据《生态环境保护督察工作条例》，经党中央、国务院批准，第三轮第四批中 央生态环境保护督察全面启动。组建8个中央生态环境保护督察组（以下简称督察组），分别对山西、内蒙 古、山东、陕西、宁夏5省（区）开展督察，统筹开展黄河流域督察和省域督察，同时对中国华能集团有限公 司、中国大唐集团有限公司、国家电力投资集团有限公司3家中央企业开展督察，进驻时间约1个月。这是《生 态环境保护督察工作条例》发布实施后的第一批督察。此外，近年来宁夏等地已有多个项目因环保等因素关 停。 农药行业产能格局持续优化，友道化学发生爆炸，氯虫苯甲酰胺供应受到影响 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 第三轮第四批中央生态环境保护督察全面启动 免责声明 农药方面，近年来我国扎实推进农 ...

Group 1: Market Overview - The Indonesian lunch box and water cup market is experiencing growth driven by urbanization, health awareness, and sustainability trends, with a projected CAGR of 6.3% from 2025 to 2031 [1][9][10] - The lunch box market primarily features materials such as BPA-free plastic, stainless steel, glass, and silicone, focusing on leak-proof sealing, microwave compatibility, compartmental design, and thermal insulation [1][6][9] - The water cup market is significantly influenced by the rise of coffee culture and environmental consciousness, with stainless steel and ceramic as the main materials [2][36] Group 2: Key Trends and Drivers - The demand for eco-friendly materials is increasing, with consumers favoring BPA-free, stainless steel, and glass lunch boxes [9][10] - E-commerce platforms like Tokopedia and Shopee are driving sales of branded and imported lunch boxes [9][10] - Government initiatives promoting reusable food containers aim to reduce single-use plastics, further supporting market growth [10] Group 3: Challenges - Price sensitivity poses a challenge, as imported lunch boxes face competition from local low-cost alternatives [10] - Strict regulations regarding food safety and material standards for imported food containers are in place, including compliance with BPOM standards [10][14] - Balancing affordability with high quality remains a challenge for consumers [10] Group 4: Popular Products and Brands - Best-selling products include LocknLock plastic lunch boxes, Hydro Flask stainless steel lunch boxes, and Tupperware eco-friendly paper lunch boxes, with local brands dominating the market [1][2][12][28] - The market features a variety of popular cup types, including vacuum insulated cups, traditional glass cups, ceramic cups, and biodegradable paper cups [2][35][36] Group 5: Regulatory Environment - Indonesia has specific import regulations for lunch boxes, including licensing, tariffs, and compliance requirements [11][14] - Import duties for plastic and stainless steel lunch boxes typically range from 5% to 15%, while glass lunch boxes may incur higher tariffs due to fragility [14][16]

导读： 沃特世在ASMS2025发布XevoTQ Absolute XR质谱仪，采用StepWave XR技术，提升灵敏度与抗 污染能力，助力PFAS检测和环保法规合规，同时优化能耗与空间利用率。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无 法看到我们的推送。 美国当地时间2 0 2 5年6月2日，沃特世（Wa t e rs Co r p o r a ti o n）在第7 3届美国质谱年会（ASMS 2 0 2 5 ） 发 布 Xe v o TQ Abs o lut e XR 三 重 四 极 杆 质 谱 仪 。 这 款 旗 舰 产 品 通 过 突 破 性 的 St e pWa v e XR离子导向器技术，在灵敏度、抗污染能力和可持续性方面实现跨越式升级，成为 高 通 量 实 验 室 的 新 一 代 标 杆 解 决 方 案 。 该 新 品 针 对 PFAS 等 持 久 性 污 染 物 检 测 实 现 突 破 性 升 级，以行业领先的负电离化合物定量能力，直击全球4 2项新增环保法规合规痛点。 创新技术亮点： 1、 St epWa v e XR离子导 ...

Core Viewpoint - The event held on May 29, 2025, in Nanjing, Jiangsu, aimed to open petrochemical industry environmental protection facilities to the public, enhancing public awareness of environmental protection and scientific literacy [1][2] Group 1: Industry Initiatives - The Ministry of Ecology and Environment has been promoting the opening of environmental protection facilities to the public since 2017, with positive outcomes observed [1] - By the end of 2024, the initiative will expand to include the petrochemical, electric power, steel, and building materials industries, encouraging public engagement through offline and online visits [1] - The first batch of open units in the petrochemical, electric power, steel, and building materials industries was announced in March 2025, with 19 units from Sinopec successfully selected [1] Group 2: Government and Local Support - The Director of the Ministry of Ecology and Environment's Publicity and Education Department emphasized the importance of opening petrochemical facilities to the public as a response to public concerns and a step towards green transformation [2] - Jiangsu Province has integrated environmental science popularization, ecological research, and volunteer services to create high-quality open activities, enhancing public participation and bridging gaps between government, enterprises, and citizens [2] Group 3: Company Commitment - Sinopec, as a major state-owned enterprise, is committed to ecological priority and green development, transforming petrochemical plants into "ecological gardens" [3] - The company aims to deepen the opening of environmental facilities, enhance public participation, and effectively communicate its environmental protection efforts [3] Group 4: Public Engagement and Achievements - Since 2013, Sinopec has organized over 5,000 public open day events, attracting more than 270,000 participants and over 200 million online visitors, making it the largest public open day initiative among industrial enterprises in China [4] - The initiative has received multiple awards, including recognition from the Ministry of Ecology and Environment for its outstanding participation and contributions to public engagement [4]

2025 年 6 月 3 日 行业研究 新一轮环保督察启动，持续关注农药和颜料板块 ——基础化工行业周报（20250526-20250601） 要点 第三轮第四批中央生态环境保护督察全面启动。根据人民网新闻，5 月 26 日，根据《生态环境保护督察工作条例》，经党中央、国务院批准，第三轮 第四批中央生态环境保护督察全面启动。组建 8 个中央生态环境保护督察组 （以下简称督察组），分别对山西、内蒙古、山东、陕西、宁夏 5 省（区） 开展督察，统筹开展黄河流域督察和省域督察，同时对中国华能集团有限公 司、中国大唐集团有限公司、国家电力投资集团有限公司 3 家中央企业开展 督察，进驻时间约 1 个月。这是《生态环境保护督察工作条例》发布实施后 的第一批督察。此外，近年来宁夏等地已有多个项目因环保等因素关停。 农药行业产能格局持续优化，友道化学发生爆炸，氯虫苯甲酰胺供应受到影 响。农药方面，近年来我国扎实推进农药行业的减量增效，部分环保不达标 的中小企业陆续退出市场。当前农药原药价格已至底部，渠道库存拐点有望 到来，未来随着环保政策的逐渐趋严，农药行业产能格局将进一步优化。此 外，5 月 27 日 11 时 57 分 ...

Core Viewpoint - Konka Group is reducing its stake in Wuhan Tianyuan to optimize asset allocation and improve liquidity, planning to sell up to 3% of its total shares by 2025 [1] Group 1: Investment and Strategic Shift - Konka's investment in Wuhan Tianyuan dates back to 2017, marking a pivotal year for the company's strategic transformation from a traditional electronics manufacturer to a diversified entity [2] - In 2018, Konka set ambitious revenue goals and established environmental protection and semiconductor industries as key growth drivers, aiming to become a leading comprehensive environmental service provider [2] - The company has made significant investments and acquisitions in the environmental sector, including a 51% stake in Yikang Technology and Jiangxi Konka New Materials [2] Group 2: Financial Performance - In 2018, Konka's environmental business generated revenue of 3.02 billion yuan, accounting for 6.55% of total revenue, while traditional electronics revenue fell by 18.44% [3][4] - The environmental segment peaked in 2019 with revenue soaring to 7.08 billion yuan, a 134.4% increase, and winning contracts exceeding 10 billion yuan [3][4] - However, after 2019, the environmental business faced declining performance, with revenue dropping by 26.01% to 1.15 billion yuan in 2023, representing only 6.42% of total revenue [4][5] Group 3: Current Challenges and Future Outlook - Konka has been divesting its environmental assets, including a previous plan to sell up to 6% of its shares in Wuhan Tianyuan, which was not realized [5] - The company's financial health has deteriorated, with a 37.73% drop in revenue to 11.11 billion yuan in 2024 and a net loss of 3.30 billion yuan [6] - Despite a reported profit in Q1 2025, the improvement was largely due to accounting changes rather than operational recovery, with underlying losses still significant [6]

证券代码：002255 证券简称：海陆重工 | | 在压力容器制造业务方面，公司持有 | | | A1、A3 级压 | | --- | --- | --- | --- | --- | | | 力容器设计资格证与制造许可证。公司生产的大型及特 | | | | | | 种材质压力容器，主要用于煤化工、石油化工、精细化 | | | | | | 工等领域。主要产品包括：换热器、分离器、反应釜、 | | | | | | 储罐、塔器、过滤器、蒸发器等。 | | | | | | 四、核电业务 | | | | | | 公司从 1998 年起开始核电设备的制造，经过 20 | | | 多 | | | 年在核电领域的深耕与发展，创新智造先后完成多个项 | | | | | | 目的国际、国内首件（台）制造任务。 | | | | | | 公司核安全设备包括：安注箱、堆内构件吊篮筒体、 | | | | | | 堆内构件吊具、乏燃料冷却器、硼酸冷却器、冷凝液冷 | | | | | | 却器、再生式热交换器、非能动余热排出系统、稳压器 | | | | | | 卸压箱、硼酸贮存箱、容积控制箱、应急补水箱、柴油 | | | | | | 机主贮 ...

科技浪潮奔涌向前，不断重塑未来图景，新经济与传统产业的边界加速消融。置身于这场深刻变革的 洪流之中，创业邦始终致力于推动生态链接，帮助政府、产业集群和创业者链接资源，与同行伙伴一 同书写新的科创故事。 2021年创业邦正式推出DEMO WORLD大会，致力于将其打造为中国极具影响力的企业开放式创新 展示及链接平台。与此同时，DEMO WORLD持续为大中小企业及投资机构打造更广泛的跨界链接场 景——Banglink闭门对接会，精准匹配产业需求与创新供给，既帮助大企业突破技术瓶颈、挖掘新增 长点，也为中小企业提供资源导入与市场验证的机会，形成双向赋能的生态闭环。 过去四年中，Banglink已成功举办十余场闭门对接会，促成上千家创新企业与行 业巨头达成战略合作， 覆盖技术研发、产品落地、资本注入等多个维度。其中，在2024年的Banglink闭门对接会中，累计有23家 大企业、167家活跃的投资机构和255家来自能源科技、材料科技、生命健康、智能制造、AI、具身智 能、低空经济等热门赛道的优秀企业共同进行线上供需匹配，并最终促成356对成功邀约及现场高效对 接，极大地推动了产业和投融资合作落地。 目前我们已收到 ...

联合研究丨公司点评丨龙净环保（600388.SH） [Table_Title] 收购吉泰智能 20%股权，布局爬壁检测机器 人形成协同 丨证券研究报告丨 报告要点 [Table_Summary] 2025 年 5 月 29 日，龙净环保发布《关于对外投资的公告》，公司拟出资 7,507.5 万元，取得吉 泰智能 20%股份（拟成为第二大股东）。吉泰智能主营产品为爬壁检测机器人及配套运维系统， 与龙净环保业务存在一定协同性；标的 2024 年实现净利润 1267 万元，未来在龙净的市场加持 下，标的公司业绩有望实现良好提升。 分析师及联系人 [Table_Author] SAC：S0490517090001 SAC：S0490519080004 SAC：S0490520090003 SFC：BUV415 徐科 王筱茜 叶之楠 盛意 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 龙净环保（600388.SH） cjzqdt11111 [Table_Title 收购吉泰智能2] 20%股权，布局爬壁检测机器人 形成协同 [Table_Summary2] 事件描述 公 ...