南财智讯12月26日电，红星发展公告，公司控股子公司重庆大足红蝶锶业有限公司根据国家关于城镇人 口密集区危险化学品生产企业搬迁改造的政策要求，结合新建项目重庆瑞得思达光电科技有限公司已基 本建成并具备试生产条件，为推进产能升级、降低生产成本、提升自动化水平和管理效率，决定对大足 红蝶实施停产，其部分生产设备将转移至控股子公司瑞得思达，后续业务由瑞得思达承接。本次停产不 会对公司正常经营造成重大影响。但因部分资产存在减值迹象，预计计提减值准备约3000万元，影响公 司2025年合并报表归母净利润约-1980万元，设备搬迁、资产处置及员工安置等事项可能对公司利润产 生一定影响。 ...

浙江佐力药业股份有限公司 投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他 （线上会议） | | 参与单位名称及 | 华泰资产：黄俊岭、张珈玮、曹耀元、王金成；东吴证券：朱 | | 人员姓名 | 国广、向潇。 | | 时间 2025 | 年 12 月 23 日 15:00-16:00 | | 地点 | 线上会议 | | 上市公司接待人 | 董事、总经理：汪涛先生 | | | 董事、常务副总经理：冯国富先生 | | 员姓名 | 董事会秘书：吴英女士 | | | 问题一：公司收购资产组的产能是否能够支撑销量增长？ | | | 答：公司收购资产组多微产品主要是委托许昌未来生产，该资 | | | 产组今年对应的产品销量约 400 多万支，以行业常规产能水平 | | | 估算，许昌未来现有产能完全可为后续销量提升提供充分保 | | 投资者关系活动 障。 | | | 主要内容介绍 | | | | 问题二：多微（III）产品上市后的前景如何？收购 ...

招股书显示，2022年、2023年、2024年以及2025年上半年，公司实现原纸产品产量分别为86.38万吨、 105.35万吨、101.97万吨、53.03万吨，销售规模亦同步匹配。根据中国造纸协会统计，全国2600余家造 纸企业中，年产百万吨以上的企业仅约30家，林平发展位列其中，稳居行业第二梯队。 财务数据方面，报告期内，公司营业收入分别为287,889.19万元、279,983.70万元、248,509.78万元、 122,379.45万元，净利润分别为15,447.07万元、21,158.56万元、15,285.64万元、9,141.90万元，扣除非经 常性损益后归属于母公司股东的净利润分别为12,759.57万元、20,459.88万元、16,633.49万元、9,128.78 万元。整体经营稳定，具备较强的盈利能力。 值得关注的是，公司在环保方面进行了系统布局。公司先后建设完成了20,000t/d处理能力的污水处理 站、日处理能力20,000吨的EIC高效厌氧反应器等，形成了污水自闭循环的污水处理系统。同时，公司 配套了国内较为先进的污水处理设施，采用预处理+厌氧+好氧技术，公司污水预处理后排入 ...

在项目建设过程中，亚钾团队积极应对复杂的地质条件，创新构建"动态支护—涌水防控—综合治理"一 体化技术体系，确保矿山建设高标准落地实施。运输系统朝着自动化、精准化目标不断提升，矿区主斜 井皮带运输系统总长2500米、带宽1.8米，依托高强度耐磨输送带与重载驱动单元，设计运力可达3000 吨/小时，运输全程自动化精准调控，未来可满足约2400万吨/年原矿的运输需求。 亚钾国际（000893）（000893.SZ）公众号发布消息称，12月6日，亚钾国际老挝钾肥生产基地再传喜 讯，随着首批60%粉钾产品从传送带上缓缓运出，正式宣告小东布矿区主运输系统建成投运，公司第三 个百万吨钾肥项目联动投料试车圆满成功。 会上，老挝工贸部部长马莱通·贡玛西，甘蒙省委书记、省长万赛·彭沙万，老挝人民革命中央青年团书 记通力·西苏里等领导以及亚钾国际董事、总裁刘冰燕等高管团队通过实时视频系统跨越地理界限，远 程为项目装置启动并见证联动投料试车成功，亚钾国际300万吨钾肥产能时代正式启幕。 亚钾国际表示，小东布矿区储量大、品位高，是亚钾国际产能规模化释放的核心支撑与重要增长极。本 次主运输系统的全面建成投运，为公司资源高效开发与产能稳 ...

转自：经济导报 文 | 经济导报 初磊 造纸行业成本高企、盈利承压，博汇纸业(600966.SH)却逆市加码。12月3日晚间，该公司公告称，为调整现有原材料产 品结构，提高原料、产品多样化，决定在现有厂区内利用已有生产线，规划年产32万吨化学浆项目；在现有年产9.5万 吨化学木浆技改工程基础上进行改扩建，项目建成后，由原年产9.5万吨化学木浆技改工程扩建至32万吨产能，项目总 投资17.01亿元。 图片来源：摄图网 为应对行业变化，博汇纸业并非单一扩产，还打起了"产能升级+资产优化+风险防控"的"组合拳"。 12月3日，博汇纸业公告称，将开展期货和衍生品交易，以套期保值为主要目的，旨在规避市场价格波动带来的经营管 理风险。交易期限为2026年1月1日至12月31日，预计动用的交易保证金和权利金上限为1.5亿元，任一交易日持有的最 高合约价值为15亿元，资金来源为自有资金。 围绕产能升级，博汇纸业采用出售闲置资产+升级设备"双管齐下"的策略。10月30日，该公司公告称，拟向关联方广西 金桂浆纸业有限公司、金隆浆纸业(江苏)有限公司出售部分化机浆闲置资产，按照评估金额3297.80万元进行交易。"本 次交易有利于 ...

Core Viewpoint - Despite high costs and pressure on profitability in the paper industry, the company Bohui Paper (600966.SH) is increasing its investment by expanding its chemical pulp project, aiming to enhance production capacity significantly [1][2]. Group 1: Investment and Expansion - The company plans to invest 1.701 billion yuan to expand its chemical pulp project, increasing capacity from 95,000 tons to 320,000 tons, representing a 237% increase [1]. - The expansion aims to adjust the existing raw material product structure and improve the diversity of raw materials and products, enhancing cost control and supporting high-end paper products [1][2]. Group 2: Financial Performance - The company's net profit has declined significantly for three consecutive years, projected to drop to 176 million yuan in 2024, while revenue increased by 3.46% in the first three quarters of this year, but net profit fell by 18.57% to 121 million yuan [2]. Group 3: Risk Management and Asset Optimization - To address market price fluctuations, the company will engage in futures and derivatives trading for hedging purposes, with a maximum trading margin and premium of 150 million yuan [5]. - The company is also optimizing its asset structure by selling idle assets for 32.978 million yuan and purchasing new equipment for 46 million yuan to enhance production efficiency and reduce costs [6].

Core Viewpoint - The company, Bohui Paper, is expanding its production capacity by planning a new chemical pulp project with an annual output of 320,000 tons, which aims to enhance raw material self-sufficiency and product diversification, ultimately improving cost control and product value [2][3]. Group 1: Project Overview - Bohui Paper plans to invest 1.701 billion yuan in the expansion of its chemical wood pulp production capacity from 95,000 tons to 320,000 tons [2]. - The expansion is not merely an increase in capacity but aims to improve the self-sufficiency of chemical pulp, which constitutes 50%-70% of the total cost of paper production [2][3]. - The project will support the production of high-end paper products, such as food-grade white cardboard and specialty cultural paper, thereby enhancing product value [2]. Group 2: Financial Context - The company's net profit has significantly declined for three consecutive years, projected to drop to 176 million yuan in 2024, despite a 3.46% revenue growth in the first three quarters of the current year [3]. - The net profit for the first three quarters of this year decreased by 18.57% to 121 million yuan [3]. Group 3: Strategic Initiatives - Bohui Paper is implementing a combination of capacity upgrades, asset optimization, and risk management strategies to address industry changes [6]. - The company plans to engage in futures and derivatives trading to hedge against market price fluctuations, with a maximum trading margin and premium of 150 million yuan [6]. - The company is also selling idle assets worth approximately 32.98 million yuan to optimize its asset structure and reduce operational costs [6][7]. - Additionally, Bohui Paper intends to purchase new equipment for upgrading its chemical pulp production process, with a transaction amount not exceeding 46 million yuan [7].

中化新网讯 11月27日，埃斯特化学宣布，已向日本日立亚洲有限公司订购先进压缩机解决方案。此次 升级将使埃斯特化学在新加坡布孔岛的乙烯出口产能实现翻倍。 埃斯特化工在新加坡布孔岛拥有一座日产能23.7万桶的炼油厂，以及一套年产能110万吨的石脑油裂解 装置。此外，该公司在裕廊岛还布局了年产能250万吨的下游化工资产。 埃斯特化学表示，日立将提供两台新型压缩机机组，计划于2027年1月交付，用于搭建一套并行的乙烯 冷却系统。该公司指出："该项目还将深化布孔岛基地与印尼芝勒贡钱德拉阿斯里裂解装置的协同效 应，进一步推动区域乙烯衍生品价值链的整合与优化。" ...

截至目前，该集团晋丰公司喜丰航公司气化系统间接冷却升级改造、安徽中能化工尿素装置能效升级改 造、江苏新恒盛公司40·60搬迁3个项目已建成投运，晋丰、天源、金象三家公司造气节能环保提升及配 套改造工程和晋开公司老厂搬迁转型升级新材料项目(一期)等9个项目也在有序推进中。 "安全是'生命线'，'三管三必须'落到实处" 晋开公司老厂搬迁项目是河南省重点项目。该公司将项目建设纳入党委前置研究程序，深度谋划、科学 决策，以"比发展质量、比安全环保"的"双比"机制倒逼进度，让项目建设跑出了"加速度"。 项目建设是高质量发展的"硬支撑"。2025年，晋能控股装备制造集团化工产业牢牢抓住重点项目建设这 一"牛鼻子"，建立"动态跟踪+重点核查"机制，围绕施工安全规范、工程进度节点、技术升级标准等关 键维度开展专项督导，及时发现并协调解决设备安装、特殊作业等环节潜在问题，确保项目朝着"安 全、高效、优质"目标推进，为产业绿色转型与产能升级夯实基础。 走进项目建设现场，专项建设组的"每日推进会"是雷打不动的惯例。清单上的节点清晰明确，施工人员 按单推进、有条不紊。技术上，项目采用意大利欧技公司改良的G4U高压法生产工艺，能耗达到 ...

Core Viewpoint - The small home appliance market is experiencing a shift in consumer demand towards quality, smart interaction, and personalized design, prompting companies to accelerate innovation and expansion [1] Group 1: Company Expansion Initiatives - Zhejiang Biyi Electric Co., Ltd. plans to raise 482 million yuan (approximately 68.5 million USD) through a private placement to enhance its smart kitchen appliance production capacity by 15 million units annually [1] - Ningbo Dechang Motor Co., Ltd. aims to raise 1.54 billion yuan (approximately 215 million USD) to support the production of 1.2 million smart kitchen appliances annually, expanding its business footprint in this sector [1] - Dechang plans to invest 343 million yuan (approximately 48.5 million USD) in a factory in Thailand to produce 5 million appliances and 175 million yuan (approximately 24.5 million USD) in Vietnam for 3 million units, enhancing its global presence [2] Group 2: Market Trends and Drivers - The expansion of small appliance companies is driven by three main forces: recovering overseas demand, rising penetration in emerging markets, and a trend towards quality, health, and smart upgrades in the domestic market [3] - Improvements in domestic manufacturing costs and shorter return periods for smart manufacturing investments have made expansion more economically viable [3] - Support from capital markets and government policies, including easier refinancing channels and special funding initiatives, has provided strong backing for company expansions [3] Group 3: Industry Insights - Experts suggest that the current expansion among small appliance companies is not merely a scale competition but a comprehensive contest focused on capacity upgrades and global strategies [3] - The true winners in the industry will be those who can leverage expansion to enhance organizational efficiency and technological capabilities, which will be the core competitive logic in the next phase of the small appliance sector [3]