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双欣环保:曾独立承担国家重点研发计划“科技助力经济2020”重点专项项目“PVA 生产线智能化建设与改造”等多个重大科研项目
Quan Jing Wang· 2025-12-19 01:26
Core Viewpoint - Double Xin Environmental Protection Materials Co., Ltd. (hereinafter referred to as "Double Xin Environmental Protection") is set to go public, showcasing its advanced technology and production capabilities in the polyvinyl alcohol (PVA) industry, with a focus on sustainable development and innovation [1][2][7]. Group 1: Company Overview - Double Xin Environmental Protection specializes in the research, production, and sales of PVA and its upstream and downstream products, establishing a comprehensive industrial chain [2]. - The company has achieved significant technological advancements, holding 260 authorized patents and participating in the drafting of 13 national and local standards by 2025 [1][2]. - The annual production capacity for PVA is 130,000 tons, with the company ranking among the top three in the industry for PVA production in 2024 [2]. Group 2: Market Performance - The company operates at full capacity with high utilization rates, distributing products across 29 provinces in China and exporting to over 40 countries [3]. - Double Xin Environmental Protection has established long-term partnerships with influential manufacturers in various sectors, enhancing its market presence [3]. - The company has received recognition for its products, including brand honors from Inner Mongolia Autonomous Region [3]. Group 3: Financial Performance - The company has demonstrated steady revenue growth, with projected revenues of 50.61 billion yuan, 37.83 billion yuan, and 34.86 billion yuan for the years 2022 to 2024, respectively [4]. - Net profits for the same period are expected to be 8.08 billion yuan, 5.58 billion yuan, and 5.21 billion yuan, indicating strong profitability [4]. - For the first half of 2025, the company reported revenues of 1.797 billion yuan and net profits of 281 million yuan, with an expected annual revenue growth of 6.66% [5]. Group 4: Future Growth and Projects - The company plans to utilize the funds raised from its IPO to enhance production capacity and invest in energy-efficient technology projects [6]. - Key projects include the production of PVB resin and functional films, as well as the development of water-based adhesives, aimed at increasing the value-added product offerings [6]. - The company aims to strengthen its position in high-end markets and capitalize on the growing demand for eco-friendly materials [4][6].
双欣环保:将持续向聚乙烯醇下游高附加值领域延伸 开发建设PVB树脂及功能性膜等多种高端新材料产品
Quan Jing Wang· 2025-12-19 01:26
Core Viewpoint - The company, Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd., is focused on expanding its product offerings in high-value downstream areas of polyvinyl alcohol (PVA) and green chemicals to optimize its revenue structure and achieve sustainable long-term growth [1][2][5]. Group 1: Company Overview - Shuangxin Environmental is a high-tech enterprise engaged in the research, production, and sales of PVA, specialty fibers, vinyl acetate (VAC), and calcium carbide, with a complete PVA industry chain layout [1][2]. - The company has an annual production capacity of 130,000 tons of PVA and 870,000 tons of calcium carbide, ranking among the top three in PVA production in 2024 [2][5]. Group 2: Product and Market Performance - The company operates at full capacity with high utilization rates, distributing products across 29 provinces in China and exporting to over 40 countries [4]. - Shuangxin's PVA and related products have received recognition as brand-name products in Inner Mongolia, and the company has established long-term partnerships with influential manufacturers in various industries [4][5]. Group 3: Financial Performance - The company reported revenues of 5.061 billion yuan, 3.783 billion yuan, and 3.486 billion yuan for the years 2022 to 2024, with net profits of 808 million yuan, 558 million yuan, and 521 million yuan respectively [5][6]. - For the first half of 2025, the company achieved revenues of 1.797 billion yuan and net profits of 281 million yuan, with an expected annual revenue of 3.719 billion yuan, reflecting a growth of 6.66% [6]. Group 4: Future Growth and Investment - The company plans to invest the net proceeds of approximately 1.798 billion yuan from its IPO into projects aimed at enhancing production capacity and energy efficiency, as well as research and development [7]. - The strategic focus includes expanding into high-value downstream products such as PVB resins and functional films, as well as improving energy efficiency in production processes [7][8].
双欣环保:重庆项目投产后可进一步增强自主可控能力 为下游产业链供应安全提供保障
Quan Jing Wang· 2025-12-19 01:26
12月18日下午,内蒙古双欣环保材料股份有限公司(以下简称"双欣环保",股票代码:001369.SZ)首 次公开发行股票并在主板上市网上路演在全景路演举行。 投资者交流环节,问及重庆项目情况,双欣环保副总经理、董事会秘书安志敏介绍,重庆项目主要生产 的是聚乙烯醇光学膜,该产品是公司聚乙烯醇下游高附加值产品,目前国内严重依赖进口,项目投产后 将进一步增强自主可控能力,为下游产业链的供应安全提供保障。依托公司完整的循环经济产业链及完 善的研发体系,该产品具有技术先进性和低成本优势,公司未来将进一步向聚乙烯醇下游高附加值方向 延伸,提高下游产品的生产规模和能力,实现新的业绩增长极。 产品市场力表现方面,据介绍,报告期内,双欣环保聚乙烯醇及相关产品的生产经营整体处于满负荷、 低库存运行状态,产能利用率和产销率较高;产品在国内销往29个省(自治区、直辖市),部分产品出 口欧洲、南美洲、东南亚等地的40余个国家和地区。其中,国内市场,双欣环保的聚乙烯醇、特种纤 维、醋酸乙烯均获得内蒙古自治区名牌产品荣誉称号。公司与建滔集团、吉林化纤、东方雨虹、美巢、 保定印钞厂、晨鸣纸业、广东宝德利、重庆天勤、东材新材、艺都科技、台嘉玻 ...
A股申购 | 双欣环保(001369.SZ)开启申购 拥有聚乙烯醇全产业链布局
智通财经网· 2025-12-18 23:12
在聚乙烯醇业务板块,公司分别建有醋酸乙烯生产线、聚乙烯醇生产线和特种纤维生产线;在电石业务 板块,公司建有石灰石开采及破碎生产线、白灰生产线、电石生产线和电石渣制水泥熟料生产线。 智通财经获悉,12月19日,双欣环保(001369.SZ)开启申购,发行价格为6.85元/股,申购上限为6万股, 市盈率16.19倍,属于深交所,中金公司为其保荐人。 招股书显示,双欣环保是一家专业从事聚乙烯醇(PVA)、聚乙烯醇特种纤维、醋酸乙烯(VAC)、碳化钙 (电石)等 PVA 产业链上下游产品的研发、生产、销售的高新技术企业,拥有聚乙烯醇全产业链布局。 在经营规模方面,根据中国化纤工业协会统计,以集团口径计算,公司是国内第三大的聚乙烯醇生产企 业,已成为全国聚乙烯醇三大生产基地之一。 聚乙烯醇是一种水溶性可降解高分子材料,具有粘结性、成纤性、乳化稳定性、气体阻隔性、成膜性、 生物降解性等诸多性能,主要用于生产工业助剂、特种纤维、胶粘剂、安全玻璃夹层膜(PVB膜)、水溶 膜、光学膜等,广泛应用于精细化工、绿色建筑、造纸、纤维、汽车、可降解包装、光电、医药等行 业,是国家重点支持的新材料发展方向。 根据中国化学纤维工业协会统计 ...
双欣环保开启申购 拥有聚乙烯醇全产业链布局
Zhi Tong Cai Jing· 2025-12-18 22:40
Core Viewpoint - Shuangxin Environmental Protection (001369.SZ) has initiated its subscription with an issue price of 6.85 CNY per share and a price-to-earnings ratio of 16.19 times, positioning itself as a significant player in the PVA industry chain [1] Company Overview - Shuangxin Environmental Protection specializes in the research, production, and sales of products along the PVA industry chain, including polyvinyl alcohol (PVA), special fibers, vinyl acetate (VAC), and calcium carbide [1] - The company is the third-largest PVA producer in China and has established itself as one of the three major production bases for PVA in the country [1] Production Capacity and Market Position - The company has production lines for vinyl acetate, polyvinyl alcohol, and special fibers, as well as facilities for limestone mining, quicklime production, calcium carbide production, and calcium carbide slag cement clinker production [1] - In terms of production capacity, the company ranks among the top three in PVA production, accounting for approximately 13% of the domestic total in 2024 [2] - The company’s calcium carbide capacity is 870,000 tons, representing 2.06% of the national total, ranking it eighth in the country [2] Financial Performance - The company reported revenues of 5.061 billion CNY in 2022, with projected revenues of 3.783 billion CNY in 2023 and 3.486 billion CNY in 2024 [2] - Net profits for the same periods are 808 million CNY, 558 million CNY, and 521 million CNY respectively [2] - As of June 30, 2025, total assets are approximately 623.58 million CNY, with a debt-to-asset ratio of 20.69% [3] - The company’s basic earnings per share for the first half of 2025 are projected at 0.33 CNY, with a return on equity of 5.95% [3]
上峰水泥(000672):布局半导体,现金奶牛显著提高回报率
SINOLINK SECURITIES· 2025-12-18 15:21
立足水泥产业链,盈利能力行业领先 公司主业以华东市场为核心,依托长江水运便捷的物流通道和当 地稳定优质的石灰石资源布局江、浙、皖、赣等省,较低的成本形 成水泥主业的先发优势。公司具备水泥熟料年产能约 1800 万吨, 水泥年产能约 2000 万吨,骨料年产能 1800 万吨。 (1)T 型战略奠定公司成本优势:公司在沿江石灰石多的地方建 立水泥熟料基地,在经济较为发达的沿海地区收购、改造小水泥厂 为水泥研磨站,既能利用安徽当地优质石灰石矿山,又能凭借长江 水运实现熟料低成本输送。2025 年上半年公司吨成本仅为 154.46 元(同期海螺水泥吨成本为 173.55 元),处于行业领先水平。 (2)"区域+产业链"布局双延伸:公司稳步向西部、南部延伸, 多区域布局有助于降低公司单一市场依赖。公司 2014 年切入骨料 业务,骨料往往价格以成本为底线,市场竞争弱于水泥,有助于缓 解需求下行对公司整体业绩的冲击;公司同时利用水泥窑协同处 置危废、固废,年处置能力约 86.8 万吨,该业务是符合国家产业 政策的创新型环保业务。 前瞻布局半导体投资 战略层面,公司 2020 年提出"一主两翼"规划,在夯实水泥建材 主业 ...
江苏独角兽瞪羚联盟将携“科创市集”再启新程
Jiang Nan Shi Bao· 2025-12-18 14:43
企业出海与资本市场对接成效显著。药捷安康、维立志博、果下科技、正力新能等一批独角兽瞪羚企业 成功登陆港交所,凭借全球化布局在港股市场表现强劲;联盟组织企业赴澳大利亚、新加坡开展海外考 察,并参与中国国际供应链促进博览会,为企业搭建全球创新网络融入通道。 资本赋能方面,联盟整合金融资源,举办"新经济、新战略、新投资"等多场投融资对接活动,吸引35家 优质企业与15家顶级投资机构面对面洽谈;与国新基金、江苏省战略母基金等合作开展线上对接,为50 余家高潜力企业提供专属展示平台。 2026年是我国"十五五"规划的开局之年。林倩表示,联盟将紧密对接服务国家"十五五"规划重点方向, 布局未来产业领域培育活动,助力江苏在人工智能、生物制造、商业航天、新材料、低空经济等新赛道 上抢占先机。"2026年我们将重磅推出'科创市集'数字化平台,破解信息不对称难题,提升创新要素匹 配精准度,并与'走进标杆企业''投融资对接''Boss私董会'等品牌活动形成联动,构建线上线下 (300959)融合的服务新模式。" 江南时报讯推动一批企业登陆港交所,共建马来西亚产业园,深化南京都市圈创新生态合作……2025 年,江苏省独角兽瞪羚企业联 ...
吉利,加码固态电池
DT新材料· 2025-12-18 14:13
| 中国未来产业崛起引领全球新材料创新发展 | | --- | | 2026.06.10 -> 06.12 上海新国际博览中心(N1-N5)馆 | | 2026未来产业新材料博览会 | (FINE),围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 | | | --- | --- | --- | | 来产业共性需求特设6大展区, | N3 先进电池与能源材料展区 聚焦 | 固态 | | 电池 | 、钠电池、钙钛矿、液流电池、电容器 等 | | | , | 欢迎咨询:18957804107 | | 【DT新材料】 获悉,近日, 吉利 在固态电池赛道动作频频,除对 2026-2027年度固态电池电芯研发物料进行采购 招标外,12月9日,据"吉利招标"信息, 浙江 绿色智行科创有限公司 (下称"绿色智行")发布招标公告",对2026-2027年度固态电池电芯研发物料进行招标。 该项目总投资7100万元,主要用于固态电池阶段性实验成果的放大性测试,以验证电池稳定性、阻抗性以及使用寿命,摸索最佳数据,为规模化生产提供依据。 公告同时显示,该项目电池主要分为两类: 60Ah电池和<1Ah电池。60Ah电池每 ...
2025武汉投促会开幕:现场签约160个项目,总金额超千亿元
Chang Jiang Ri Bao· 2025-12-18 13:30
2025年度武汉投资促进大会现场。 18日,"投资武汉 共赢未来"2025年度武汉投资促进大会在武汉会议中心开幕。 THOUS 一元物CEO、创新 Ta 本次大会共邀请世界500强企业代表、大型跨国公司代表、科技创新型企业代表,其他知名企业及商协会代表等约240人参加,畅叙合 作、共谋发展。现场共签约产业项目160个,签约金额1109.7亿元,涵盖人工智能、新一代信息技术、大健康和生物制造、数字经济、光电 子信息、智能网联汽车、新能源、新材料、高端装备制造等多个产业领域。 2025年度武汉投资促进大会台下嘉宾。 会上,零一万物CEO、创新工厂董事长李开复,蔚来创始人、董事长兼CEO李斌通过视频的形式为大会送上祝福。联影集团董事长薛 敏,绿城中国执行总裁赵晖,安波福电气分配系统事业部副总裁兼中国区董事长祁松,千寻智能(杭州)科技有限公司创始人兼首席执行 官韩峰涛,星巴克企业管理(中国)有限公司副总裁周海冰,北京瑞莱智慧科技有限公司首席执行官田天先后作交流发言。 此外,大会还举办了以人工智能、生物制造、数字经济及城市更新发展为主题的四场专题对接活动,为加快建设国家中心城市、全力 打造"五个中心"、全面建设现代化大 ...
突发!俄罗斯遭袭
中国基金报· 2025-12-18 11:44
Group 1 - A drone attack in Rostov region resulted in 3 deaths and 9 injuries, with significant damage to a cargo ship in Rostov-on-Don [2] - Another attack in Bataysk city led to 1 death and 6 injuries, with two residential buildings set on fire [3] Group 2 - The Russian Defense Ministry reported capturing a settlement in Dnipropetrovsk region and targeting Ukrainian military infrastructure, including drone assembly facilities [4] - Ukrainian armed forces reported 87 battles against Russian troops across six fronts, with significant resistance in the Pokrovsk direction [4] Group 3 - President Putin expressed readiness for negotiations to resolve issues arising in recent years, claiming that the West instigated the conflict [5] - Putin criticized the previous U.S. administration for escalating tensions and emphasized the need for continued technological advancement in the Russian military [6]