Core Points - The implementation of the "white list" management system for imported hazardous chemicals has successfully facilitated the rapid customs clearance of a batch of photoresist worth 87,500 yuan by Ordos Yuansheng Optoelectronics Co., Ltd [1][3] - The new system aims to enhance the efficiency and reduce costs for companies by lowering the inspection ratio for "white list" products, allowing for direct customs clearance and faster production [3][4] Group 1 - The "white list" management system is an innovative measure by customs to ensure high-level safety supervision while promoting the high-quality development of strategic emerging industries [3] - The system optimizes inspection models and implements differentiated regulatory mechanisms for imported hazardous chemicals, ensuring effective regulation and controllable risks [3][4] - The Ordos Customs has actively promoted the policy to local enterprises, clarifying the applicable companies and products under the new system [3] Group 2 - The reduction in inspection ratios not only decreases transportation costs for enterprises but also enhances the safety management of hazardous chemicals upon arrival [4] - The new system saves customs regulatory human resources and improves regulatory efficiency [4]

关注、加星，第一时间接收推送！ 文 | 赵伟、屠强 联系人 | 屠强、 浦聚颖 摘要 高频跟踪：工业生产相对平稳，建筑业开工分化，地产成交磨底。 【工业生产】工业生产相对平稳。 本周，高炉开工率同比基本持平前周，录得0.7%。化工链生产小幅回 落，纯碱、PTA开工同比分别-2.6pct至-6%、-0.9pct至1.3%。汽车半钢胎开工仍不及去年同期，同比 +2.7pct至-6.3%。 【下游需求】地产成交磨底，集运价格有所回落。 本周，全国新房日均成交面积偏弱，同比+13.1pct 至-19.1%；其中，一线成交持续下探。货运方面，与出口相关的港口货物吞吐量、集装箱吞吐量分化， 同比分别-9.3pct至6.8%、-4.7pct至0.9%；集运价格有所回落、环比-2.2%，美西航线运价大幅回落。作为 对比，人流出行强度保持高位，全国迁徙规模指数同比-2pct至12.6%。国内执行航班架次同比-0.9pct至 2.5%。 【物价】农产品价格分化、工业品价格普遍有所回升。 本周，农产品方面，猪肉、蔬菜价格环比分别 +0.1%、+0.8%；鸡蛋、水果价格环比-2.2%、-0.1%。工业品方面，南华工业品价格指数环比1 ...

6、近期是否有股权激励计划 公司于 2015 年实施限制性股票激励计划、2021 年实施第一期员工持股计 划，近期暂无股权激励计划；未来也将根据实际情况考虑安排新的股权激 励计划。 证券代码：002562 证券简称：兄弟科技 兄弟科技股份有限公司投资者关系活动记录表 编号：2025-003 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | ■现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国泰海通、杭州东方嘉富资产、中建投信托、青岛城投城金集团、上海复 | | 人员姓名 | 星高科技集团、财通基金、西部证券等投资机构 | | 时间 | 2025 年 7 月 9 日 13:30-16:30 | | 地点 | 公司总部一楼会议室，海宁基地 | | 上市公司接待人 | 董事长钱志达 | | | 财务负责人兼副总裁 张永辉 | | 员姓名 | 董事会秘书 钱柳华 | | | 一、公司基本情况介绍 | | | 主要由董事会秘书钱柳华从发展历程、主要产品及应用 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 润晶科技高度重视产品研发及技术储备，目前拥有制备电子级四甲基氢氧化铵、电子级四乙基 氢氧化铵等的方法与专利技术，产品已广泛应用于液晶面板、集成电路、太阳能电池等领域， 已获批专利94项。 润晶科技已 与多家面板及半导体企业客户实现业务或技术绑定，为 三星、京东方、华星光 电、惠科、台积电、长鑫存储等 提供电子化学品一站式解决方案。 润晶科技持续扩增产品种类，包括化学机械研磨 后 清洗液（ Post-CMP clean ）相关项目、 彩膜显影液与银刻蚀液等。润晶科技旗下共四家子公司，其中， 近年设立的合肥芯科电子材料 有限公司采用先进湿电子化学品生产工艺，布局高纯双氧水、氨水、异丙醇等半导体级产品， 已在全球领先的12寸晶圆厂开启产品导入工作。 2024 年 4 月收购住友化学电子化学品的两家中国工厂（重庆、合肥），通过本次收购，将继 承住友化学集团的技术优势和业务体系，快速形成蚀刻液、 剥离液、CF 显影液的产品组合， 为客户提供多品种整 ...

近期，美国市场人士表示，可再生化学品在降低美国以及全球化学品生产碳足迹、促进可持续性和支持 循环经济转型方面潜力巨大。然而，高成本、气候变化和政策不确定性正威胁着这一进程，甚至让市场 参与者产生挫败感。经过对可再生化学品的再审视，市场人士认为，可再生化学品的未来在于外部政策 和产品性能。 在页岩气革命前，可再生化学品被视为美国利用本土丰富资源应对石油储量下降、增强能源安全并减少 对产油区地缘政治风险依赖的重要途径。近年来，可再生化学品又被视作振兴美国农村经济、发挥生物 技术基础设施优势及降低燃料化学品生产碳强度的工具。但据美国农业部数据，经过数十年研发投入， 可再生化学品产量仍不足美国化学品总产量的2%。许多技术领先企业因高昂资金成本、漫长市场培育 周期、规模化技术壁垒、现有产品竞争力以及政策波动而折戟。近期，尽管行业期待技术进步和气候变 化紧迫性能推动更多产品规模化，但可再生化学品领域已显露降温迹象，例如Danimer Scientific申请破 产、耐斯特集团放弃可再生化学品优先战略、项目实质性落地案例稀缺。其中，Danimer因生物塑料聚 羟基脂肪酸/聚乳酸销售疲软和扩产成本过高陷入流动性危机，其资产6 ...

Group 1 - The A-share electronic chemical industry concept experienced a volatile rise in early trading, with Guangxin Materials increasing by over 14% [1] - Other stocks such as Huat Electric, Hongchang Electronics, Qiangli New Materials, and Feikai Materials also saw gains [1] - A cross-strait electronic chemical industry cooperation meeting was recently held, resulting in the signing of 18 projects with a total investment of 6.257 billion yuan [1]

Core Viewpoint - The rapid growth of the new energy vehicle industry has significantly benefited the lithium battery electrolyte solvent sector, with Haike New Source establishing a leading position in both lithium battery materials and fine chemicals through its "lithium battery materials + consumer chemicals" dual-drive strategy [1][2]. Group 1: Dual-Drive Strategy Effectiveness - The dual-drive strategy has shown remarkable results, driven by the rapid development of the new energy sector and steady growth in consumer chemicals, allowing the company to mitigate risks associated with market fluctuations [2][3]. - Haike New Source is a leading global producer of lithium-ion battery electrolyte solvents, with a comprehensive product range including five types of solvents, establishing high technical barriers and a solid market position [2][3]. - The company's solvent business in consumer chemicals has achieved a leading market share, with significant growth in specialty chemicals, particularly in the bio-based 1,3-butanediol product for cosmetics, which is well-received for its safety and environmental benefits [2][3]. Group 2: Future Resource Allocation and Development - The company plans to increase R&D investment in lithium battery materials, optimize processes to reduce costs, and quickly respond to downstream demand with flexible production lines [3]. - In the consumer chemicals sector, high-end PG sales are expected to grow over 4% in 2025 compared to 2024, supported by market cultivation and new product promotion [3]. - The company aims to optimize resource allocation through coordinated layouts across three major production bases in Shandong, Jiangsu, and Hubei, focusing on small-batch trial production and market promotion to reduce initial operational costs [3]. Group 3: Performance Growth Driven by Production Capacity - The rapid development of the new energy vehicle industry has expanded application scenarios for lithium-ion battery electrolyte solvents and boosted the consumer chemicals sector, providing strong support for the company's performance [4]. - After its listing on the Growth Enterprise Market in 2023, the company has rapidly expanded its business scale, with sales reaching 3.6 billion yuan in 2024, an approximate 8% year-on-year increase, and nearly 1.2 billion yuan in Q1 2025, exceeding a 30% growth rate [4]. - The company attributes its strong performance to cost reductions achieved through raw material optimization, production system improvements, and digital transformation, alongside significant capacity release from its three production bases [4]. Group 4: Competitive Landscape and Overseas Market Expansion - As the domestic lithium-ion battery electrolyte solvent market becomes increasingly saturated, the company is actively expanding into overseas markets, which have significant growth potential [5][6]. - The company has established subsidiaries in Europe and the United States to meet local demand, forming a comprehensive overseas supply chain [5][6]. - In 2023, overseas revenue reached 624 million yuan, accounting for about 20% of total revenue, with a projected sales volume of 33,000 tons of overseas electrolyte solvents in 2024, reflecting a year-on-year growth of 14.31% [6].

Overview - The special chemicals industry in China is experiencing rapid growth due to the development of the semiconductor and electronics manufacturing sectors, with a projected market size of 913.05 billion yuan in 2024, reflecting a year-on-year growth of 12.25% [1][7]. Development Background - Recent government policies have encouraged the development of high-end special chemicals through financial support and tax incentives, leading to technological upgrades and optimization of the industry structure [3]. - Strict environmental regulations have prompted companies to invest in cleaner production technologies, which, while increasing short-term costs, are beneficial for sustainable development in the long run [3]. - Companies are increasing R&D investments and collaborating with academic institutions to enhance innovation capabilities and improve technology levels [3]. Industry Chain - The upstream of the special chemicals industry includes petroleum, natural gas, and coal chemical industries, providing essential raw materials [5]. - The downstream applications span various sectors, including agriculture, pharmaceuticals, electronics, automotive, and daily chemicals, with specific uses in pesticide production, drug development, semiconductor manufacturing, and personal care products [5]. Current Development - The demand for electronic chemicals, crucial for high-end manufacturing like semiconductors and display panels, is increasing alongside the growth of the automotive sector, particularly electric vehicles [7]. Competitive Landscape - The industry features a diverse range of companies, including international giants like BASF, Dow, and Bayer, as well as domestic leaders such as Sinopec and Wanhua Chemical, with varying scales and technological capabilities [9]. - Sinopec is recognized as one of the largest integrated energy and chemical companies in China, with projected revenues of 3.08 trillion yuan and a gross profit margin of 20.33% in 2024 [11]. - Wanhua Chemical, a global chemical new materials company, anticipates revenues of 182.1 billion yuan in 2024, with a significant portion coming from its polyurethane and petrochemical segments [13]. Development Trends - Future trends indicate that special chemicals companies will increase R&D investments to develop new materials and technologies, such as bio-based chemicals and smart materials, to meet emerging market demands [15].

镉是一种重金属元素，具有很高的毒性，对人体和环境都有危害，长期接触镉可以导致各种健康问题，包括肾功能损害、骨质疏松、肺癌、前列腺癌 等。 根据我国国家强制性标准《食品中污染物限量》，鲜、冻水产动物（甲壳类）的镉含量不得超出0.5毫克/千克；头足类软体动物的镉含量不得超出2 毫克/千克。 文/广州日报新花城记者：李传智 通讯员：欧锋艺 海关提醒，依据相关法规及其实施条例、海关总署《关于进出口危险化学品及其包装检验监管有关问题的公告》等规定，《危险化学品目录（2015 版）》中的进出口危险化学品属于法定检验商品，进出口危险化学品的收发货人或其代理人应当如实向海关申报，对涉危不报的进出口违法行为，海关将 依法进行严厉打击。 什么是镉？ 接触镉会对人体产生什么影响？ 6月30日，记者获悉，广州海关所属佛山海关现场关员近日在对一批申报为"粗镉锭"、属性为"非危险化学品"的进口货物实施现场查验时，发现该票 货物新切口肉眼可见表面带有独特的淡蓝色金属光泽，暴露在空气中一段时间后，表面因氧化变得暗淡，并且切割件质地柔软，符合《危险化学品目录 （2015版）》中"镉"的特征，疑似危险化学品，总重量50.27吨。 部分来源：厦门 ...

中化新网讯 近日，日本宇部化学宣布了其基础化学品业务结构改革的进一步细节和时间表。该公司 称，将通过积极投资扩大特种化学品业务，同时缩减、退出或重组基础化学品业务。 该公司将在2028年3月之前停止其位于日本宇部市的主要工厂的氨和相关产品的生产，这比当前中期计 划的时间表提前两年多。己内酰胺和聚酰胺材料的生产将于2027年3月停止。此后，宇部工厂将主要专 注于特种化学品业务，包括聚酰亚胺、分离膜、陶瓷、制药和高纯度化学品。 宇部预计到2028年将提前实现其温室气体减排目标，即在2013年的基础上减排50%。宇部补充说，预计 将"通过其特种化学品业务的稳定收益"迅速弥补这一损失。此外，到2030年，宇部集团将继续专注于增 长战略，如积极投资特种业务的管理资源和加强全球管理，同时在可持续性管理方面也将取得进一步进 展。 宇部位于泰国的子公司也将停止生产环己酮、己内酰胺和硫酸铵，并将关闭两条聚酰胺生产线中的一 条。此外，宇部精细化工(亚洲)将停止生产1,6-己二醇和1,5-戊二醇。泰国生产基地将继续扩大复合材 料、聚碳酸酯二醇和弹性体业务。 宇部西班牙工厂将继续生产己内酰胺和聚酰胺，同时为欧洲市场扩大回收和生产生物 ...