中国的外贸这些年原本发展势头迅猛，产品质量和竞争力不断提升，市场遍布全球。然而，外部环境总是不断变化，影响了外贸的稳定性。比如，俄罗斯近 期加强了对过境货物的检查，一些货物在通关时停滞了几个月；美国方面，邮政服务突然宣布停止接收来自中国的包裹，关税政策也是变化莫测。这些变动 表面上看是针对物流和贸易规则的调整，但实际上深层次的原因在于大国间的博弈和复杂的国际局势。我们应该从长远的角度看待这些问题，外贸的困难不 在于产品本身，而是国际形势的变化考验着我们如何适应和应对。 尽管面临各种外部挑战，中国的外贸依然表现出强大的韧性。2025年，前10个月中国外贸总值达到了37.31万亿元，同比增长3.6%。其中，出口增长了 6.2%。这些数据表明，尽管面临困境，我们并未被这些外部变化拖垮。特别是转向东盟市场，是中国外贸的一项明智选择。在2025年前10个月，中国对东 盟的进出口额达到了6.18万亿元，增长了9.1%，占外贸总值的16.6%。东盟国家经济发展迅速，制造业基础较为薄弱，对中国商品的需求巨大，中国的纺织 品、机电产品恰好填补了这一市场空白。与欧美市场相比，东盟的关税较低，合作框架也更加稳定，这使得外贸市场的分 ...

今年10月份，创业板即将迎来开市16周年。截至目前，1385家上市公司、超过16万亿元总市值的规模， 以及宁德时代、迈瑞医疗、东方财富等行业龙头的汇聚，印证了创业板10余年发展的核心价值。这早已 不是简单的企业上市融资平台，而是承载着培育新经济动能、推动产业向高端化转型的重要使命，观察 我国创新型经济发展的"晴雨表"。 ...

Industry Overview - Nitrile rubber is a copolymer made from acrylonitrile and butadiene, known for excellent oil resistance, high wear resistance, heat resistance, and strong adhesion [1][6] - The apparent demand for nitrile rubber in China has been increasing, reaching 300,000 tons, driven by downstream markets such as conveyor belts, foamed materials, and sealing products [1][10] - The industry's external dependence has decreased from 35.41% in 2017 to around 25%, indicating a healthy and high-quality development trend [1][10] Production Capacity - China's nitrile rubber production began in the 1960s, with the first production facility established in 1962, achieving a capacity of 1,500 tons [6] - By 2021, the domestic nitrile rubber production capacity reached 293,000 tons, and with recent capacity additions, it has now exceeded 300,000 tons [6][21] - Future projections indicate an increase of 180,000 tons in production capacity over the next five years, potentially reaching 455,000 tons annually, marking a 65.45% increase [6][21] Import and Export Dynamics - China remains a net importer of nitrile rubber, with imports consistently exceeding exports due to domestic production not meeting downstream demand [8] - In 2024, China's nitrile rubber imports are expected to reach 79,000 tons, a decrease of 5.82% year-on-year, while exports are projected to grow by 4.45% to 25,500 tons [8][24] - The increase in exports is attributed to domestic manufacturers expanding their overseas markets and the availability of domestic supply [8][24] Market Pricing - Despite reliance on imports, the overall demand for nitrile rubber has weakened due to a global economic slowdown, leading to a decline in market prices [12] - As of June 2024, the market price for nitrile rubber is reported at 15,900 yuan per ton, down from 20,900 yuan per ton in June 2021 [12] Competitive Landscape - The nitrile rubber industry in China is characterized by a high concentration of production capacity, with only six major manufacturers [14] - Lanzhou Petrochemical leads the market with a production capacity of 100,000 tons, accounting for 30.49% of the total capacity [14][16] - Other significant players include Ningbo Shunze and Zhenjiang Nandi, with capacities of 65,000 tons and 60,000 tons, respectively [14][16] Development Trends - The industry is experiencing continuous capacity expansion, with self-sufficiency rates improving from 35.41% in 2017 to 75.27% in 2023 [21] - There is a growing demand for high-performance products, leading to a shift towards high-end nitrile rubber products, such as hydrogenated nitrile rubber (HNBR) [23] - Export markets are expanding, particularly in Southeast Asia, driven by lower labor costs and manufacturing demand [24]