Major Events - Baiyun Airport announced a joint investment with China Duty Free Group to establish a duty-free company at Guangzhou Baiyun Airport with a registered capital of 45 million yuan, where China Duty Free will contribute 22.95 million yuan for a 51% stake [4] - Dongxing Medical plans to acquire 90% of Wuhan Yijiaobao's equity for cash, which is expected to constitute a major asset restructuring [5] - Fosun Pharma's subsidiary is planning to transfer 100% of Shanghai Clon to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [7] - Hengxing Technology's subsidiary is undergoing a review for the extension of mining license for Longtoushan Gold Mine, with exploration activities ongoing [8] - New Sai Co.'s general manager Chen Jianjiang resigned due to work adjustments [9] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details yet to be finalized [10] - Zhejiang University Net announced plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [11] - Huazhong Precision terminated its plan to issue A-shares to specific investors, which also halts the acquisition of control by a third party [12] - Jiazhe New Energy stated that its green chemical business is not yet commercially viable [13] Significant Contracts - Haitai Development's subsidiary signed a property sale contract worth 440 million yuan, expected to increase profits by approximately 62.86 million yuan in 2025 [18] - Dongjie Intelligent's overseas subsidiary received a procurement order worth approximately 180 million yuan, accounting for 22.3% of the company's audited revenue for 2024 [19][20] - Zhiguang Electric's subsidiary signed a procurement contract worth 164 million yuan for energy storage systems [21] - ST Songfa's subsidiary signed contracts for building four oil tankers, with a total value between 400 million to 600 million USD [22] - Huaguang Huaneng signed a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [23] - Keda Intelligent plans to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [24] Shareholding Changes - Zai Sheng Technology's controlling shareholder plans to reduce holdings by up to 3% [28] - Compton plans to reduce up to 1% of its repurchased shares [29] - Aorede plans to reduce up to 1.29% of its shares from the repurchased stock [30] - Yidian Tianxia's controlling shareholder plans to reduce up to 3% of its shares [31] - Huace Film's shareholders plan to transfer 3.6% of the company's shares through an inquiry transfer [32] Buybacks and Financing - Qibin Group obtained a special financing support of up to 90 million yuan for share repurchase [33] - CanSino plans to cancel 406,100 repurchased shares and reduce registered capital accordingly [35] Fundraising Initiatives - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a high-performance paper-based new materials project [36] - Guanshi Technology plans to raise up to 700 million yuan for photomask manufacturing and other projects [37] - Beilu Pharmaceutical plans to raise up to 300 million yuan for production line upgrades and working capital [38]

人民财讯9月26日电，嘉泽新能（601619）9月26日发布股票交易异常波动公告称，截至目前，公司绿色 化工业务尚处于论证、起步阶段，尚不具备商业化的条件，短期内对公司的营业收入、利润增长没有实 质或重大影响。公司绿色化工业务在实施过程中可能面临政策风险、市场风险、行业竞争风险、产品价 格波动以及各种因素导致效益不达预期的风险。 ...

转自：证券时报 人民财讯9月26日电，嘉泽新能(601619)9月26日发布股票交易异常波动公告称，截至目前，公司绿色化 工业务尚处于论证、起步阶段，尚不具备商业化的条件，短期内对公司的营业收入、利润增长没有实质 或重大影响。公司绿色化工业务在实施过程中可能面临政策风险、市场风险、行业竞争风险、产品价格 波动以及各种因素导致效益不达预期的风险。 ...

从在线检测的"零差错"，到无负极电池的"多跑20千米"，再到熔融结晶的"一度电当三度用"，在2025年 中国国际化工展览会上，设备、装备企业分别从过程优化、能源创新、单元操作革新等不同维度，展示 了化工装备在绿色、智能、高效发展道路上的扎实进展与综合解决方案能力，也让"化工"与"高污染、 高能耗"的旧标签渐行渐远。 智能仪表，智检生产全程 "原料一进厂，成分、水分、重量一键识别，不合格立刻亮红灯。"合肥长陆工业科技有限公司的展台 前，该公司产品经理隆书皓这样介绍。该公司在线成分仪、水分仪和高精度称重仪表，如同不知疲倦 的"电子质检员"，无需取样、等待，可直接对生产线上的物料进行连续检测，数据实时传输至中控系 统，有效实现企业品质升级、效率提升与成本优化。 针对产品应用领域和流程，他进一步介绍，在线成分仪适用于对粉体、颗粒、液体中的有机成分进行持 续监测；水分仪则专注于物料含水率的实时把控，助力企业稳定产品质量并降低能耗；高精度称重仪表 则在配料、灌装和过程控制中发挥关键作用。这些产品不仅是自动化流程的基础单元，更是构成"智能 制造"解决方案的重要一环，广泛应用于化工原料处理、配料控制、仓储物流等环节。目前该公 ...

在我国化工产业转型升级的大背景下，实现化工园区智慧化管理与绿色高质量发展，是化工园区发 展的必然趋势和现实要求。近日，中国石油和化学工业联合会化工园区工作委员会公示了"十四五"智慧 化工园区典型案例集园区名单。兰州新区化工园区成为甘肃省唯一成功入选的化工园区，表明其在智慧 化建设方面的成效获得行业认可；与此同时，兰州新区绿色化工园区建设所取得的阶段性成效，也引发 了业内广泛关注。 兰州新区化工园区如何在短短6年间，将"智慧"与"绿色"从理念转化为现实？其发展路径又能为西 北乃至全国的化工园区转型升级提供哪些启示？ 兰州新区化工园区鸟瞰图 一张蓝图绘到底 2018年6月，肩负构筑西北化工产业新高地的使命，兰州新区化工园区经国家批复设立，近期规划 面积40平方千米。 作为我国化工产业的主战场，全国700余个化工园区群雄并起，但跻身国家智慧化、绿色化试点示 范的园区占比尚不足10%，兰州新区化工园区早早认识到这一趋势的重要性并主动谋篇布局，久久为 功。 兰州新区液态太阳燃料合成示范项目生产设备 依托兰州新区周边大型化工企业密布、"三酸两碱"、"三苯"、甲醇等基础化学品供应充足且价格低 廉、土地资源充裕、清洁能源丰富 ...

绿色化工产业，又添发展新动能。 9月16日至18日，2025中国（乐山）绿色化工产业高质量发展大会在四川省乐山市举行，来自重点企 业、行业协会、科研院所、专家智库的600余名嘉宾齐聚一堂，以招商推介、主旨演讲、走进乐山、专 题会议等一系列活动为媒，共同为产业高质量发展探机遇、谋未来。 化工产业是国民经济的支柱产业，经济总量庞大、工艺流程复杂、产品种类繁多、能源资源消耗量大。 加快推进化工产业的绿色低碳发展，对于实现"双碳"目标、推进能源转型具有重要意义。此次大会落地 乐山，无疑看中了这个老牌工业基地深厚的化工基础和近年来推进绿色低碳转型的决心。 2024年，继千亿晶硅光伏产业之后，乐山提出到2030年打造千亿绿色化工产业，强力支撑区域中心城市 能级提升。大会赋能之下，乐山新的千亿晋级之路走得如何？ 从2010年起，我国一直是世界第一化工大国。今年1—7月，我国化学工业增加值同比增长8%，高于全 国工业增速1.7个百分点，持续展现强劲的发展韧性和潜力。 行业大势之下，锚定千亿目标，机遇随之涌现。为了抢抓新机遇，乐山在产业布局上立足不同区域的差 异化资源优势，通过优化集群布局，强化链条分工协同，正推动五通桥、犍为 ...

Group 1: Company Analysis - Ji Electric Co., Ltd. (000875.SZ) reported a revenue of 6.569 billion yuan for the first half of 2025, a year-on-year decrease of 4.63% [1] - The net profit attributable to shareholders for the same period was 726 million yuan, down 33.72% year-on-year, with a significant decline in Q2 net profit of 102 million yuan, a drop of 78.5% year-on-year, primarily due to the impact of new energy [1] - The company's electricity sales volume decreased by 1.33% year-on-year, and the electricity price fell by 3.93% [1] - As of June 30, 2025, the company had a coal-fired power generation capacity of 3.3 million kilowatts and a clean energy capacity of 11.35 million kilowatts, with an increase of 210,000 kilowatts expected to be from new energy installations [1] - The total profit for the first half of 2025 decreased by 360 million yuan, closely aligning with the decline in gross profit, indicating that the performance drop was mainly driven by new energy [1] - The company reported an impairment of 67 million yuan for its thermal power plants in the first half of the year [1] - The company has disclosed green hydrogen projects, including the Da'an Wind and Solar Integrated Green Hydrogen Ammonia Project (180,000 tons of synthetic ammonia) and the Lishu Green Methanol Innovation Demonstration Project (200,000 tons of methanol) [1] Group 2: Industry Insights - The Chinese maternal and infant consumption market is steadily increasing, with the market size expected to reach 7.6 trillion yuan in 2024, benefiting various segments of the maternal and infant industry chain [1] - The number of births in China is projected to increase by 520,000 in 2024 compared to 2023, marking the first rise since 2017 [1] - The retail market size for dairy products in China is expected to reach approximately 521.7 billion yuan in 2024, with projections of 596.7 billion yuan by 2026 [1] - The domestic milk production has been on an upward trend, peaking in 2023, but is expected to see a slight decline in 2024 due to supply-demand imbalances in the fresh milk market, with a potential return to balance in 2025 [1] - The Chinese maternal and infant chain industry is experiencing continuous growth, with the market size expected to increase from 99.95 billion yuan in 2025 to 140.52 billion yuan by 2029, reflecting a compound annual growth rate of 8.9% [2] - The online sales proportion of maternal and infant consumer goods is steadily increasing and is expected to reach parity with offline sales [2]

开放合作方面，广西将积极构建跨区域跨境产业链，利用西部陆海新通道和北部湾港（000582）口优 势，打造"海外资源+广西加工+海外市场"发展模式，并借助RCEP规则扩大对东盟国家的化工产品出 口。 科技创新成为产业转型的核心驱动力。广西将布局建设一批创新平台，重点加快钦州石化产业技术创新 中心建设，并谋划在条件成熟的化工园区布局中试基地，推动科技成果产业化。特别值得关注的是， 《行动计划》明确提出推进AI智能化技术突破，聚焦研发创新、生产优化等核心环节开发化工行业专 用AI模型，打造六大场景化应用标杆，以场景化应用推动数字化与智能化技术在石化化工行业的实战 落地。 绿色低碳发展是《行动计划》的一大亮点。广西将鼓励企业采用先进技术实施节能改造，构建循环经济 产业链，加强废塑料、废橡胶高值化利用，打造国家级资源循环利用基地。支持发展生物基材料等低碳 产业。同时助推园区能级提升，规范化工园区设立和项目入园，重点在南宁、钦州、北海等沿海沿江沿 河城市加强化工园区布局。加强化工园区载体建设，打造智慧园区。 项目建设与企业培育方面，广西将清单式推进一批重大项目建设，同时开展精准招商。将聚焦核心领 域，培育一批全产业链一体 ...

此外，中石化近日还对外投资了国内化工品共享循环包装领域的龙头企业，上海乐橘科技有限公司，其他投资的公司包括中石油昆仑资本、万华化学、京 博石化、高瓴创投等。国内化工品共享循环包装领域的龙头企业。 【DT新材料】获悉，继中石化参股的 福建中阿炼油化工有限公司近日正式完成工商注册后，9月9日， 中石化（广东）环境科技有限公司在广东揭牌。 该公司于6月26日注册成立，法定代表人为衣浩，注册资本10亿人民币，是中国石化集团公司环境治理业务的专业化公司，由中石化炼化工程集团出资组 建，与五建公司实行一套班子、一体化运营。业务涵盖：环境治理技术服务、环境工程设计咨询实施、环境污染检测监测、石油化工装置拆除、 资源回 收利用等，下一步将打造集环境治理技术研发与转化、工程实施、运行、咨询于一体的综合服务商，打造" 环科智拆"品牌，并发展成为环境治理领域的 专精特新标杆企业。 这家公司的成立，在环保行业引起了不小的震动。从新公司的经营范围可以看出，已经将业务覆盖到了新材料技术研发、废旧金属回收、污水处理、土壤 污染治理、危废经营等环保产业的关键环节。在环保企业的角度来看，这是中石化对环保全产业链的纵深布局。这位新玩家不但资金雄 ...

内容概要：近年来，随着PTT纤维、化妆品、医药、聚氨酯等等下游市场的飞速发展，带动1,3-丙二醇 （PDO）市场需求持续增长，据统计，2024年我国1,3-丙二醇（PDO）需求量达7.54万吨，为满足日益 增长的市场需求，我国1,3-丙二醇（PDO）生产企业纷纷扩大产能，据统计，2024年我国1,3-丙二醇 （PDO）产能达11.2万吨，同年产量达3.23万吨，产能利用率为28.84%，未来，除了传统应用领域外， 1,3-丙二醇将在新型材料和生物医学领域展现出更大的潜力，如作为生物可降解塑料的单体或药物载体 等，将为行业带来新的增长点。 上市企业：华恒生物（688639）、东方盛虹（000301） 相关企业：华峰集团有限公司、广东清大智兴生物技术有限公司、张家港美景荣化学工业有限公司 关键词：1,3-丙二醇（PDO）生产工艺、1,3-丙二醇（PDO）市场政策汇总、1,3-丙二醇（PDO）产业 链、1,3-丙二醇（PDO）供需现状、1,3-丙二醇（PDO）竞争格局、1,3-丙二醇（PDO）发展趋势 一、概述 1,3-丙二醇（1,3-Propanediol，简称1,3-PDO）是一种无色无味的黏稠状液体，可溶于水 ...