新华社天津9月27日电（记者张建新、栗雅婷）近日，中国科研人员在催化科技前沿取得重大突 破，在催化反应中实现近100%的贵金属原子利用率，使得贵金属原子的催化价值在微观尺度上得以极 致发挥，为新一代高效、低成本催化剂的设计与制备开辟了新路径，将助力化工生产更加低碳、高效、 可持续。 这一成果由天津大学新能源化工团队取得，相关研究成果于9月26日在国际学术期刊《科学》上发 表。 催化剂被誉为现代化学工业的"心脏"，在众多化学反应中发挥着不可替代的加速作用，贵金属是催 化剂中的关键组分，其用量关乎化工过程的节能增效，是化工产业低碳变革和可持续发展的关键"卡 口"。如何最大化贵金属利用效率、逼近其原子经济性极限，已成为国际化工领域竞相争夺的焦点。 面对这一挑战，天津大学新能源化工团队经过近十年持续攻关，研发出"原子抽提"技术，实现了近 100%的贵金属原子利用率，极大地提高了丙烷脱氢制丙烯的催化效率。相比传统催化剂，该方法可使 贵金属用量减少约90%，成功解决了丙烯产业长期面临的催化剂成本高、贵金属资源依赖强等核心瓶 颈，为丙烯乃至整个化工行业提供了一条低成本、可持续的技术路径。 据悉，天津师范大学、北京大学及浙江 ...

嘉实中证细分化工产业主题指数发起式A（013527）成立日期2022年9月22日，最新规模1628.29万。今 年以来收益19.12%，同类排名2836/4220；近一年收益29.73%，同类排名2975/3824；成立以来亏损 15.7%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，嘉实基金旗下1只基金重仓恒力石化。嘉实中证细分化工产业主题指数发起式A（013527） 二季度减持8.45万股，持有股数36.38万股，占基金净值比例为2.95%，位居第七大重仓股。根据测算， 今日浮盈赚取约30.56万元。 责任编辑：小浪快报 嘉实中证细分化工产业主题指数发起式A（013527）基金经理为张超梁。 9月26日，恒力石化涨5.12%，截至发稿，报17.24元/股，成交4.48亿元，换手率0.38%，总市值1213.54 亿元。 截至发稿，张超梁累计任职时间5年290天，现任基金资产总规模241.02亿元，任职期间最佳基金回报 70.4%， ...

Group 1: Solid-State Battery Industry - The China Securities Subdivision Chemical Industry Theme Index (000813) has seen a strong increase of 1.62%, with key stocks like Tongcheng New Materials (603650) rising by 10.01% and Enjie Co., Ltd. (002812) by 9.99% [1] - Concerns about solid-state battery performance testing by the Ministry of Industry and Information Technology have led to market pullbacks, with requirements for energy density over 400Wh/kg and cycle life exceeding 1200 times [1] - Leading companies like CATL have met current testing requirements, and CATL has confirmed that scientific issues regarding all-solid-state batteries have been resolved, pushing for the next round of subsidies [1] - The outlook remains positive due to policy support aiming for commercialization by 2027, expanding application scenarios, and significant value enhancement in the lithium battery industry [1] Group 2: Viscose Filament Yarn Market - Xinxiang Chemical Fiber announced a planned shutdown of 31,200 tons of viscose filament yarn capacity starting October 1, expected to reduce production by 7,000 tons and impact revenue and profit by approximately 185 million yuan and 48 million yuan respectively [2] - The domestic effective capacity for viscose filament yarn is about 280,000 tons, with major producers like Xinxiang Chemical Fiber and Jilin Chemical Fiber holding significant shares, indicating a highly concentrated supply side [2] - Demand for viscose filament yarn is projected to grow, with domestic consumption expected to reach 136,000 tons in 2024, a year-on-year increase of 16%, and exports anticipated to rise by 7% [2] Group 3: Chemical ETF Overview - The largest chemical ETF (159870) closely tracks the China Securities Subdivision Chemical Industry Theme Index, which consists of seven sub-indices reflecting the overall performance of listed companies in related sectors [3]

Core Insights - The 2026 Fifth China (Jinan) International Chemical Industry Expo aims to support national development strategies and assist Shandong Province in transitioning from a "large chemical province" to a "strong chemical province" through a focus on green low-carbon initiatives, digital transformation, and industrial chain upgrades [3] - The expo is set to take place from March 30 to April 1, 2026, at the Shandong International Convention and Exhibition Center, showcasing technologies and products related to new chemical materials, green chemical equipment, chemical internet solutions, and laboratory construction [3] - The event will gather various stakeholders from the chemical industry, including chemical parks, research institutions, universities, manufacturing enterprises, chemical traders, and distributors, creating a one-stop trade procurement platform for the chemical sector [3]

Core Viewpoint - In 2025, Jin Energy Holding Equipment Manufacturing Group's chemical industry focuses on the twelve-character guideline of "consolidating the foundation, promoting upgrades, strengthening linkage, and improving quality and efficiency" to achieve high-quality development through safety, production, and technology initiatives [1] Group 1: Risk Management and Safety - Jin Energy Holding's chemical industry enhances safety management by implementing technical consultations, hazard inspections, system construction, and training to strengthen risk prevention and ensure stable production operations [2] - The company adopts a comprehensive hazard inspection model combining self-inspection, cross-inspection, special inspections, and third-party diagnostics to effectively eliminate operational hazards and mitigate safety risks [2] - A unified safety management system is established, emphasizing proactive risk control and comprehensive training to shift safety management from reactive to proactive [2] Group 2: Production Management - From January to August, the chemical industry produced 13.4 million tons of ammonia alcohol, an increase of 1.3 million tons year-on-year, exceeding the annual production plan [3] - The company optimizes production consumption indicators and shares best practices for energy conservation, while also conducting thorough inspections during the rainy season to ensure operational stability [3] - Internal technical personnel are mobilized for comprehensive on-site inspections to enhance process management and standardization [3] Group 3: Technological Innovation - Jin Energy Holding's chemical industry leverages its technological platform to support grassroots chemical enterprises in technological advancement and the transformation of technological achievements [4] - The company focuses on technology innovation, implementing measures for technological upgrades in gasification, purification, and synthesis to improve energy efficiency [4] - Since 2021, the company has received 38 provincial and ministerial awards and has been granted 1,007 patents, showcasing its commitment to technological development [4] Group 4: Industry Development and Information Management - The company tracks industry technological advancements and maintains awareness of new processes and technologies to prepare for quality upgrades [5] - An information platform is being developed to integrate key production data, enhancing decision-making capabilities through data visualization [5] - The company strengthens measurement management by updating protocols and establishing a comprehensive equipment ledger to ensure production accuracy [5]

Core Viewpoint - Cangge Mining's stock price has experienced a decline of 5.28% over the past three days, closing at 53.77 yuan per share with a market capitalization of 844.31 billion yuan [1] Company Overview - Cangge Mining Co., Ltd. is located in Golmud City, Qinghai Province, and was established on June 25, 1996, with its listing date on June 28, 1996 [1] - The company's main business involves the production and sales of potassium fertilizer (potassium chloride), with revenue composition as follows: potassium chloride 83.34%, lithium carbonate 15.90%, and others 0.75% [1] Fund Holdings - According to data, one fund under Guotai Fund has a significant holding in Cangge Mining. The Guotai CSI Sub-Industry Chemical Theme ETF (516220) reduced its holdings by 2,100 shares in the second quarter, now holding 93,100 shares, which accounts for 3.41% of the fund's net value, ranking as the fifth-largest holding [2] - The estimated floating loss for the fund today is approximately 151,800 yuan, with a total floating loss of 279,300 yuan during the three-day decline [2] Fund Manager Performance - The fund manager of Guotai CSI Sub-Industry Chemical Theme ETF (516220) is Wang Yu, who has been in position for 5 years and 270 days, with a total asset scale of 22.275 billion yuan. The best fund return during his tenure is 36.19%, while the worst is -44.84% [3] - Co-manager Liu Fangyuan has been in position for 161 days, managing assets totaling 2.677 billion yuan, with the best return of 44.59% and the worst return of 3.9% during his tenure [3]

【导读】公募密集布局化工主题基金，看好反内卷下的中游周期制造行业机遇 中国基金报记者 张燕北 近期反内卷政策持续深化推进，直接受益的化工板块稳步上涨。基金公司布局相关产品的步 伐也在加快， 9 月以来多只化工主题基金近期密集申报。在业内人士看来，未来，随着库存 周期本身临近景气向上阶段，叠加反内卷政策，以化工为代表的中游周期制造行业值得关注 。 化工板块迎来反弹 日前上证指数一度逼近 3900 点，科技股重回市场 "C 位 " 。在市场热度的另一端，以化工 行业板块为代表的周期股悄然反弹。 从走势来看，在中证细分产业主题指数中，周期板块近期表现领先。截至 9 月 12 日收盘， 细分有色指数近一月涨幅为 19.63% ，细分机械指数上涨 11.93% ，细分化工指数紧随其 后，涨幅为 11.84% 。从近三月来看，该指数的涨幅分别为 38.51% 、 26.42% 、 23.66% 。 工银瑞信基金表示，此前，化工行业自 2023 年一季度盈利触底以来，已在底部震荡 11 个 季度，行业经历长时间亏损后产能开始出清。海外龙头业绩普遍严重承压，近两年不间断有 产能退出，多数子行业小型工厂处于盈亏线附近甚至亏损。 ...

经过一个半月的等待后，*ST中基（000972）正式确定重整投资人，并与之签署《重整投资协议》。 今年7月28日，*ST中基及其下属全资子公司新疆中基红色番茄产业有限公司(下称"红色番茄")分别收到 新疆生产建设兵团第六师中级人民法院(下称"六师中院")送达的《预重整通知书》，通知启动对*ST中 基及红色番茄的预重整。截至报名截止时间，临时管理人共收到45家意向投资人提交的报名材料和报名 保证金。 9月11日晚间，*ST中基发布公告称，经评审委员会遴选，确定此次重整产业投资人为新疆新业国有资 产经营(集团)有限责任公司(下称"新业集团")，并确定重整财务投资人7家。 此外，*ST中基还分别与7家重整财务投资人签署协议，后者将按照2.52元/股的价格有条件受让相应股 份。 转增股份中，由兵金建投、昊智科技、信风投资联合体受让3500万股，需支付现金对价为8820万元；兵 投资管及青岛鲁创联合体受让2500万股，需支付现金对价6300万元；博雅春芽及长城(天津)股权投资联 合体受让4500万股，需支付现金对价1.13亿元；金促企业、融达期货、迈凌科技、鼎孚投资联合体受让 4000万股，需支付现金对价1.01亿元； ...

Group 1 - The solid-state battery sector is experiencing a rebound, with Enjie Co., Ltd. hitting the daily limit increase. The company announced that its lithium sulfide production line has been completed and is currently ramping up capacity [1] - According to Shenwan Electric New Energy, the price of separators has started to rise, indicating a bottoming cycle. Recent industry feedback shows that the delivery cycle for wet-process separators is tight, leading to a slight price increase. Additionally, dry-process separators have seen a 10% price increase in early August, with an overall increase exceeding 30% this year [1] - The leading companies in the separator market are nearing the end of their capacity expansion, with continuous demand growth and a bottoming price expected to lead to a turning point in the cycle by 2026. The head companies are currently operating at full capacity, with strong price support intentions [1] Group 2 - As of September 10, 2025, the CSI sub-sector chemical industry theme index (000813) showed mixed performance among its constituent stocks, with Enjie Co., Ltd. leading with a 10% increase, followed by Hongda Co., Ltd. with a 2.55% rise, and Xin Fengming with a 1.44% increase [1] - The largest chemical ETF (159870) closely tracks the CSI sub-sector chemical industry theme index, which consists of seven sub-indices reflecting the overall performance of listed companies in related sub-industries [2]

新华财经法国斯特拉斯堡9月10日电 当地时间9日上午，法国斯特拉斯堡天空阴沉、细雨飘洒，欧洲议 会大楼外的广场显得冷清而潮湿；在大楼内，议员们则围绕欧洲是否应继续向乌克兰提供安全保障进行 着激烈交锋。自俄乌冲突爆发以来，欧洲对乌援助已进入第三个年头，花费超过1000亿欧元，如今在财 政紧缩和民意分化的背景下，"挺乌"还能走多远，成为这场辩论的焦点。 根据日程，欧盟外交与安全政策高级代表卡拉斯首先进行辩论发言。卡拉斯说，自2022年俄乌冲突爆发 以来，欧盟及其成员国已向乌克兰提供近1690亿欧元财政支持，其中军事援助超过630亿欧元。卡拉斯 还强调，到2027年，欧盟力争全面停止进口俄罗斯石油和天然气。 泽尔的愤慨并非孤例，匈牙利籍议员乔鲍·德默特尔走上会场中央的讲台发言时，不时转身直面卡拉 斯，连连质问。他指出，在欧盟委员会公布涵盖2028年至2034年7年时间的新预算案中，欧盟还将调动 1000亿欧元支持乌克兰，若算上间接支出，整体预算的20%都可能流向乌克兰，而这笔钱意味着要压缩 其他方面预算。 "如果欧洲经济被拖垮，那又如何援助乌克兰？"他反问道。面对德默特尔的追问，卡拉斯大部分时间低 头在纸上记录，鲜 ...