据港交所1月9日披露，青岛国恩科技股份有限公司(以下简称"国恩科技")向港交所主板递交上市申请，招商证券国际为独家保荐人。该公司曾于2025年6月 26日向港交所递交过上市申请。 公司简介 招股书显示，国恩科技是一家专注于化工新材料及明胶、胶原蛋白上下游产品的中国供应商。公司服务于化工行业及大健康行业，主要从事工业及商业用途 产品的研发、生产及销售。 公司的客户包括下游行业（如汽车、新能源及家电）的制造商及下游制造商的供应链解决方案提供商。就公司的大健康板块而言，客户主要包括医疗及药品 制造商，彼等使用公司的产品作为生产补充剂和药品等下游产品的原材料。 在大化工行业领域，国恩科技深耕化工新材料产业链，产品系列涵盖产业价值链的上游（即我们的绿色石化材料，如芳香烯烃、苯乙烯、聚苯乙烯）及中游 （即有机高分子改性材料及有机高分子复合材料），而下游客户则利用公司的产品作为其产品制造及性能优化的原材料。国恩科技以有机高分子材料改性业 务为基石，向上游延伸至苯乙烯、聚苯乙烯(PS)、可发性聚苯乙烯(EPS)及聚丙烯(PP)等绿色石化新材料的研发及生产。 与此同时，国恩科技持续深化下游产业佈局，深挖电子电器、汽车工业、新能 ...

证券代码：300121 证券简称：阳谷华泰 债券代码：123211 债券简称：阳谷转债 山东阳谷华泰化工股份有限公司 投资者关系活动记录表 编号：2026-001 | 投资者关系活动类别 ☐ | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | ☐ | 媒体采访 ☐ | 业绩说明会 | | ☐ | 新闻发布会 ☐ | 路演活动 | | ☐ | 现场参观 | | | | 其他 终止发行股份、支付现金购买资产并募集配套资金事项投资 | | | | 者说明会 | | | | 线上参与公司终止发行股份、支付现金购买资产并募集配套资金事 | | | 参与单位名称及人员姓名 | 项投资者说明会的投资者 | | | 时间 | 2026年01月09日 15:00-16:00 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | 副总经理兼财务负责人 贺玉广 副总经理兼董事会秘书 王超 | | | 上市公司接待人员姓名 | 交易对方代表 | | | | 标的公司代表 | | | | 独立财务顾问主办人 | | | | 1.请问公司终止项目 ...

证券日报网讯1月8日，神剑股份（002361）在互动平台回答投资者提问时表示，公司一直致力于坚 持"化工新材料+高端装备制造"双主业发展战略。化工新材料板块通过"内生+外延"并举的发展模式，不 断提高市场占有率，进一步巩固全球市场的领先地位，引领行业发展。高端装备制造板块，钣金业务方 面公司利用自有20多年钣金零部件制造基础，通过购置大型核心装备，做主机厂配套业务的主要承接 商；复合材料制品方面依托公司较强的模具工装设计能力，结合多年复材制品前端设计及后端制造能 力，寻求在"树脂基"碳纤维复合材料应用实现突破，成为国内碳纤维应用领域的重要参与者。 ...

Group 1 - The chemical sector experienced fluctuations on December 31, with the chemical ETF (516020) closing down 0.23% [1][10] - Key stocks in the petrochemical, lithium battery, and modified plastics sectors saw significant declines, with Dongfang Shenghong down 4.22% and several others dropping over 2% [1][10] - The chemical ETF (516020) has shown a remarkable annual increase of 41.09%, outperforming major indices like the Shanghai Composite Index (18.41%) and the CSI 300 Index (17.66%) [3][12] Group 2 - The chemical sector has been a popular investment tool, with the chemical ETF (516020) attracting significant net inflows, totaling 246 million yuan over the last five trading days [4][13] - The lithium battery supply chain has seen a rise in both volume and price, with industrial-grade lithium carbonate reaching 116,000 yuan per ton and lithium iron phosphate prices increasing by over 15% [6][14] - Looking ahead to 2026, the chemical sector is expected to benefit from macroeconomic recovery and supply-side policy advancements, leading to improved profitability [15] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, with nearly 50% of its holdings in large-cap leading stocks, providing investors with opportunities in various chemical sub-sectors [7][15] - Investors can also consider the chemical ETF linked funds (Class A 012537/Class C 012538) for exposure to the chemical sector [15]

证券日报网讯12月19日，苏豪弘业（600128）在互动平台回答投资者提问时表示，本次限制性股票激励 计划的考核指标涵盖基本每股收益、加权平均净资产收益率、利润总额及现金分红占当年实现的可供分 配利润的比例等多个维度。公司将通过坚持创新驱动发展，加大研发投入，进一步优化调整业务布局， 提升主业专业化水平，增强公司核心竞争力。具体包括：推进子公司玩具设计研发中心升级，增强自主 创新能力，加速实现从"OEM"向"ODM"的转型升级；加快推进子公司跨境电商科技创新，运用人工智 能、大数据、云计算等信息技术，持续推动平台功能迭代和服务能级提升；重点围绕节能环保、化工新 材料等领域布局，推进潜在并购项目的研究和挖掘，加快形成更具发展前景的新兴业务板块和第二增长 曲线。 ...

Core Viewpoint - The recent IPO developments of multiple companies on the Shanghai Stock Exchange, including Changyu Group, indicate a growing interest in the chemical new materials sector, particularly in zirconium products and specialty nylon [2][3]. Company Overview - Changyu Group, established in April 2019 and headquartered in Zibo, Shandong Province, focuses on the research, production, and sales of zirconium products, specialty nylon products, and fine chemical products [3][4]. - The company is controlled by Liu Qiyong and Liu Ce, who hold 53.20% of the shares, with Liu Qiyong serving as the chairman and general manager [4]. Financial Performance - The company's revenue for the years 2022, 2023, 2024, and the first half of 2025 was 1.669 billion, 1.608 billion, 1.638 billion, and 896 million respectively, with net profits of 260 million, 196 million, 215 million, and 114 million [8]. - In the first nine months of 2025, Changyu Group reported a revenue of 1.321 billion, an increase of 8.49% year-on-year, and a net profit of 179 million, up 14.78% year-on-year [8]. Product Segmentation - Zirconium products accounted for 76.17%, 72.43%, 70.85%, and 69.78% of the company's main business revenue during the reporting periods, making it the primary source of income [10]. - Specialty nylon products contributed approximately 14% to 20% of the revenue in recent years, with sales volumes increasing steadily [10][11]. Market Position - Changyu Group holds a market share of approximately 30% in the zirconium market, making it a leading player in the industry [19][25]. - The global zirconium market is projected to reach $750 million by 2030, while the specialty nylon market is expected to grow to $3.337 billion by 2025, indicating strong growth potential for Changyu Group [21][23]. Competitive Landscape - The zirconium products industry is characterized by a concentration of private enterprises, with Changyu Group competing against major players like Dongfang Zirconium and Sanxiang New Materials [25]. - In the specialty nylon sector, competition includes international giants such as DuPont and Arkema, which dominate the high-end new materials market [25]. Research and Development - As of June 2025, Changyu Group employed 1,163 people, with 112 dedicated to research and development, representing 9.63% of the workforce [18]. - The company's R&D expenses for the reporting periods were 55.28 million, 50.03 million, 52.31 million, and 27.05 million, with R&D expense ratios of 3.31%, 3.11%, 3.19%, and 3.02% respectively [18].

Core Viewpoint - The recent IPO developments of multiple companies on the Shanghai Stock Exchange, including Changyu Group, indicate a growing interest in the chemical new materials sector, particularly in zirconium products and specialty nylon [2][33]. Company Overview - Changyu Group, established in April 2019 and headquartered in Zibo, Shandong Province, focuses on the research, production, and sales of zirconium products, specialty nylon products, and fine chemical products [3][6]. - The company is controlled by Liu Qiyong and Liu Ce, who hold 53.20% of the shares [4][5]. Financial Performance - The company's revenue for the years 2022, 2023, and 2024 was 1.669 billion, 1.608 billion, and 1.638 billion CNY respectively, with net profits of 260 million, 196 million, and 215 million CNY [13]. - In the first half of 2025, the revenue was 896 million CNY, showing a decline in 2023 due to a drop in zirconium product prices despite stable sales volume [13][35]. - For the first nine months of 2025, revenue reached 1.321 billion CNY, an increase of 8.49% year-on-year, with net profit growing by 14.78% [13]. Product Segmentation - Zirconium products accounted for 69.78% of the company's revenue in the first half of 2025, while specialty nylon products contributed approximately 20.48% [15][18]. - The sales volume of zirconium products was 52,700 tons in 2022, increasing to 57,300 tons in 2023, and 64,000 tons in 2024 [15][16]. Market Position - Changyu Group holds a market share of approximately 30% in the zirconium products sector, making it a leading player in the industry [24][33]. - The global zirconium market is projected to reach 750 million USD by 2030, indicating significant growth potential [27]. Research and Development - As of June 2025, the company employed 1,163 people, with 112 dedicated to research and development, representing 9.63% of the workforce [23]. - The R&D expenses for the past years were 55.28 million, 50.03 million, 52.31 million, and 27.05 million CNY, with R&D expense ratios of 3.31%, 3.11%, 3.19%, and 3.02% respectively [23]. Competitive Landscape - The zirconium products industry is characterized by strong competition, primarily among private enterprises, with Changyu Group competing against major players like Dongfang Zirconium and Guocera [32]. - The specialty nylon market is also competitive, with significant players including DuPont and Arkema [32].

证券代码：300055 证券简称：万邦达 2025 年 12 月 12 日投资者关系活动记录表 答：广东伊斯科位于广东省揭阳市大南海石化区，配套广东 石化 120 万吨乙烯的碳四/碳五资源利用，2024 年开始建设，2025 年建成试投产，配套建设生产装置 3 套，25 万吨/年碳五分离装置、 3 万吨/年 SBS/SEBS/SIS/SEPS 装置、3 万吨/年官能化高性能溶聚 丁苯装置。目前碳五分离装置已投产、进入试生产阶段，其他装 置正逐步调试，进入投产准备阶段。揭阳项目正式投产后，公司 将进一步推动新材料业务的采销协同布局、实现统筹管理。 北京万邦达环保技术股份有限公司 投资者关系活动记录表 编号：2025-02 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 上海中珏 秦坤 西安招融博瑞 陈雪茹、宣晨光 红马康怡 陈曦 个人投资者 张雨时 时间 2025 年 12 月 12 日 15：00-17：00 地点 公司会议室 上市公司接待 人员姓名 副总经理兼董事会秘书 邓若男 副总经理 梁 琪 投资者关系活 ...

Core Viewpoint - The company is committed to a dual business strategy of "new chemical materials + high-end equipment manufacturing" to enhance its market position and lead industry development [2] Group 1: New Chemical Materials - The new chemical materials segment is focused on a development model that combines "internal growth + external expansion" to continuously increase market share [2] - The company aims to consolidate its leading position in the global market and drive industry advancement through this segment [2] Group 2: High-End Equipment Manufacturing - In the sheet metal business, the company leverages over 20 years of manufacturing experience and invests in large core equipment to become a key contractor for mainframe supporting businesses [2] - In the composite materials sector, the company utilizes its strong mold design capabilities and years of experience in composite product design and manufacturing to seek breakthroughs in "resin-based" carbon fiber applications, positioning itself as a significant player in the domestic carbon fiber application field [2]

Group 1 - The report emphasizes the focus on chemical new materials and fine chemicals as key investment areas in the context of China's dual carbon goals, with a series of top-level designs and policies to accelerate the industry's transformation towards high-end, intelligent, and green development [4][21][49] - The Shenyuan Basic Chemical Index has outperformed the CSI 300 Index, rising by 31.7% year-to-date as of November 19, 2023, surpassing the CSI 300 by 15.1 percentage points, ranking 6th among 31 Shenyuan industries [4][11] - The report suggests that the demand for modified plastics is expected to grow significantly, with production increasing from 22.5 million tons in 2020 to 33.2 million tons in 2024, reflecting a compound annual growth rate of 10% [4][24][30] Group 2 - The vitamin industry is expected to see improvements in supply-demand structure due to restrictions on new production capacities for various vitamins, which will help stabilize prices and enhance market conditions [4][38][50] - China is the largest producer of vitamins globally, with an expected production of 491,000 tons in 2025, accounting for 89% of global output, and the country has implemented restrictions on new capacity for several vitamins [34][38][50] - The report highlights that the demand for vitamins is anticipated to grow, driven by global population growth and increasing life expectancy, which will enhance the need for nutritional products [42][48][50] Group 3 - The report recommends focusing on key companies such as Kingfa Technology, Yinhai Technology, and Guoen Co., which are expected to benefit from the growth in modified plastics [4][49][51] - For the vitamin sector, companies like Wanhua Chemical, New Hope Liuhe, and Tianxin Pharmaceutical are highlighted as key players to watch due to their strong market positions and growth potential [4][49][51] - The report indicates that modified plastics are recognized as a strategic emerging industry in China, supported by various policies aimed at promoting technological innovation and application [4][21][24]