| 天然橡胶产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292号 | | | | | | | 2025年7月10日 | | | | 寇帝斯 | Z0021810 | | 现货价格及基差 | | | | | | | 品种 | 7月9日 | 7月8日 | 涨跌 | 涨跌幅 | 单位 | | 云南国营会乱胶(SCRWF):下海 | 13950 | 13950 | 0 | 0.00% | | | 全乳基差(切换至2509合约) | -ਰੇਟ | -32 | -60 | -171.43% | | | 泰标混合胶报价 | 13850 | 13850 | 0 | 0.00% | 元/吨 | | 非标价差 | -195 | -135 | -60 | -44.44% | | | 杯胶:国际市场:FOB中间价 | 47.30 | 47.50 | -0.20 | -0.42% | 泰铢/公斤 | | 胶水:国际市场:FOB中间价 | 54.30 | 54.50 | -0.20 | -0.37% | | | 天然橡胶:胶 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 山东玲珑轮胎股份有限公司（以下简称"公司"）于 2025 年 1 月 年第一次临时股东会审议通过了《关于变更公司企业类型、经营范围 并修订 <公司章程> 的议案》，具体内容详见公司于 2025 年 1 月 23 日 在上海证券交易所网站披露的《山东玲珑轮胎股份有限公司关于变更 公司企业类型、经营范围并修订 <公司章程> 的公告》（公告编号： 证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-045 关于完成工商变更登记并换发营业执照的公告 公司于近日完成了企业类型的工商变更登记及《公司章程》备案 手续，并取得了由烟台市市场监督管理局换发的《营业执照》。根据 市场监督管理局要求，不再增加"第二类增值电信业务"，此次经营 范围未能变更，公司同步删除《公司章程》营业范围中的"第二类增 值电信业务"。 《营业执照》基本登记信息如下： 元整 胶制品销售；专用化学产品制造（不含危险化学品） ；专用化学产品 销售（不含危险化学品） ；金属丝绳及其制品制造；金属丝绳及其制 品 ...

Corporate Announcements - Aerospace Hongtu's controlling shareholder plans to transfer 5.1% of the company's shares, totaling 13.33 million shares at a price of 19 yuan per share, amounting to 253 million yuan [3] - Haitai Development intends to transfer 100% equity of its subsidiary for 90.66 million yuan, which is part of its strategic transformation to optimize asset structure [4] - G-Biosciences plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [5] - New China Life Insurance intends to invest 11.25 billion yuan to subscribe to a private fund, which has a total scale of 22.5 billion yuan [6] - Huaming Equipment has increased its share repurchase fund limit from 200 million yuan to 250 million yuan [7] Performance Updates - Jinxinnong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [9] - Tianbang Foods reported a 4.01% month-on-month decline in June sales revenue for commodity pigs, totaling 675 million yuan [10] - GAC Group's June automobile sales were 150,100 units, a year-on-year decrease of 8.22% [11] - Pulit expects a net profit of 200 million to 240 million yuan for the first half of 2025, a year-on-year increase of 38.88% to 66.65% [12] - Zhuyue Group anticipates a net profit of 560 million to 650 million yuan for the first half of 2025, a year-on-year increase of 50.97% to 75.23% [14] - Xindong Lianke expects a net profit of 138 million to 169 million yuan for the first half of 2025, a year-on-year increase of 144.46% to 199.37% [15] - Zhongce Rubber expects a net profit of 2.24 billion to 2.38 billion yuan for the first half of 2025, a year-on-year decrease of 6.3% to 11.81% [16] - ST Sitong anticipates a net loss of 11 million to 17 million yuan for the first half of 2025, compared to a loss of 9.08 million yuan in the same period last year [17] Major Contracts - Hongsheng Huayuan's subsidiary is expected to win a bid for a Southern Power Grid project worth approximately 1.127 billion yuan, accounting for 11.12% of the company's 2024 revenue [19] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [20] Shareholding Changes - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [22]

中策橡胶（603049）公告，经公司财务部门初步测算，预计2025年半年度实现营业收入210亿元到223亿 元，与上年同期相比，将增加24.82亿元至37.82亿元，同比增长13.40%至20.42%。预计2025年半年度实 现归属于母公司所有者的净利润22.4亿元到23.8亿元，与上年同期相比，减少3亿元至1.6亿元，同比减 少11.81%至6.30%。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润21.8亿元 到23.2亿元，与上年同期相比，将增加0.36亿元至1.76亿元，同比增长1.68%至8.21%。 ...

内容概要：全氟醚橡胶密封圈（FFKM密封圈）是一种高性能的密封材料，具有优异的耐温性、耐化学 腐蚀性、耐磨性和抗撕裂强度等特点，广泛应用于半导体、液晶面板、光伏、航空航天、油气开采等领 域。近些年来，在下游需求增长、技术进步和利好政策支持等多重因素的共同驱动下，我国已成为推动 全球全氟醚橡胶密封圈行业高速发展的主要市场。据统计，2024年我国全氟醚橡胶密封圈行业规模已从 2020年的34.4亿元增长至70.1亿元，年复合增长率为19.5%，远高于同期全球市场的9.37%；根据市场预 测，至2029年，国内全氟醚橡胶密封圈市场规模有望突破增长至175亿元以上。 相关上市企业：芯密科技（科创板IPO获得受理）等 全氟醚橡胶密封圈行业产业链为原材料及设备供应环节，主要包括全氟醚橡胶生胶、米级碳黑、二氧化 硅、聚四氟乙烯（PTFE）粉末、交联剂、硫化剂、加工助剂等原材料，以及专用混炼设备、精密成型 机、高温硫化装置等设备与模具。产业链中游为全氟醚橡胶密封圈生产制造环节，代表生产商有美国杜 邦（DuPont）、3M、索尔维、芯密科技等。产业链下游为全氟醚橡胶密封圈应用领域，主要包括半导 体、液晶面板、光伏、航空航天、油 ...

Group 1 - Jinpu Titanium Industry (000545.SZ) has announced a suspension of trading starting July 1, 2023, due to a significant asset restructuring involving the acquisition of controlling stakes in Nanjing Lide Dongfang Rubber & Plastic Technology Co., Ltd. [1][3] - The acquisition is expected to be a major asset restructuring and related party transaction, but it will not constitute a reverse listing. The company plans to disclose the transaction details by July 15, 2023 [1][3]. - Nanjing Lide Dongfang is recognized as the only domestic enterprise for high-speed rail rubber hoses and a standard setter for automotive hoses, with sales revenue surpassing 1 billion yuan for the first time last year [3]. Group 2 - Jinpu Titanium Industry, established in 1989, primarily engages in the production and sales of titanium dioxide, being one of the earliest producers of sulfate titanium dioxide in China [4]. - In 2024, Jinpu Titanium reported revenues of 2.133 billion yuan, a decrease of 5.86% year-on-year, and a net loss of 244 million yuan, marking the third consecutive year of losses since 2022 [5][7]. - The company attributed its losses to weak market demand for titanium dioxide, price declines, and increased cost pressures due to raw material price fluctuations and stricter environmental regulations [7]. Group 3 - Jinpu Titanium's operating costs for the previous year were 2.079 billion yuan, down 4.68% year-on-year, while R&D expenses decreased by 7.1% to 76 million yuan [7]. - The company has announced plans to invest 10 billion yuan in projects to produce battery-grade iron phosphate and lithium iron phosphate, with a production capacity of 200,000 tons each [8]. - However, due to ongoing overcapacity in the domestic iron phosphate market, the company has paused its iron phosphate project despite having completed 65% of the construction progress as of April this year [9]. Group 4 - In the first quarter of 2024, Jinpu Titanium's revenue fell by 3.62% to 542 million yuan, with a net loss of 15.38 million yuan, widening the loss by 13.34 percentage points year-on-year [10]. - As of the end of the first quarter, the company's total liabilities reached 1.629 billion yuan, with a debt-to-asset ratio of 54.16%, an increase of over 8 percentage points compared to the same period last year [11]. - As of June 30, 2023, Jinpu Titanium's stock price was 2.77 yuan per share, reflecting a 4.53% increase, with a market capitalization of 2.734 billion yuan [12].

在当今快速发展的工业领域,技术创新已成为推动企业发展的核心动力。深圳市雄裕橡胶五金制品有限 公司在副总经理杨悦的带领下,通过引入机器学习技术,成功优化了硅橡胶生产过程,显著提高了生产效率 和产品质量,成为行业的典范。 一、背景介绍 雄裕公司作为一家专注于硅橡胶制品研发和生产的高新技术企业,始终致力于通过技术创新提升产品竞 争力。近年来,随着人工智能和机器学习技术的飞速发展,杨悦敏锐地意识到这些前沿技术在传统制造业 中的巨大潜力,决定将其引入硅橡胶生产领域。 二、技术创新:机器学习在硅橡胶生产中的应用 杨悦带领技术团队,经过深入研究和反复试验,成功开发了一套基于机器学习的智能生产系统。该系统通 过收集和分析生产过程中的大量数据,实现了对生产参数的实时优化和精准控制。 在硅橡胶生产过程中,涉及众多复杂的工艺参数,如温度、压力、原材料配比等。传统生产方式中,这些参 数主要依赖人工经验和定期检测进行调整,不仅效率低下,而且难以保证产品质量的稳定性。杨悦团队引 入了先进的传感器技术,实时采集生产过程中的各项数据,并通过机器学习算法进行深度分析。系统能够 自动识别影响产品质量的关键因素,并预测潜在的生产问题,从而实现提前 ...

x产业期现目报 投资咨询业务资格:证监许可【2011】1292号 2025年6月27日 现货价格及基差 品种 6月26日 6月25日 涨跌 涨跌幅 单位 云南国营全乳胶(SCRWF):上海 13850 13750 100 0.73% 全乳基差(切换至2509合约) -190 -20 -170 -850.00% 元/吨 泰标混合胶报价 13700 13600 100 0.74% 非标价差 -340 -170 -170 -100.00% 杯胶:国际市场:FOB中间价 46.95 47.20 -0.25 -0.53% 泰铢/公斤 胶水：国际市场：FOB中间价 57.50 -0.25 57.25 -0.43% 天然橡胶:胶块:西双版纳州 12600 12600 0 0.00% 13200 0 天然橡胶：胶水：西双版纳州 13200 0.00% 元/吨 原料：市场主流价：海南 12400 12400 0 0.00% 外胶原料：市场主流价：海南 9000 9000 0.00 0.00% 合约 6月26日 6月25日 涨跌 涨跌幅 单位 9-1价差 -845 -850 5 0.59% 1-5价差 -25 -5 -20.00 ...

Group 1: Research Basic Information - The research object is Shengbang Co., Ltd., belonging to the rubber products industry, and the reception time was on June 26, 2025. The listed company's reception staff included the board secretary Huang Jing and the securities affairs representative Zhang Chenxi [17] Group 2: Detailed Research Institutions - The reception object type is institutional relevant personnel, and the specific reception object is Southwest Securities, with Hu Guangyi from the securities company [20] Group 3: Main Content - The company currently has four business segments: automotive, electrical, aviation, and nuclear protection, based on rubber polymer materials. The automotive business is expanding product applications, the electrical business is moving from medium - low voltage to medium - high voltage products, and the aviation and nuclear protection businesses are being cultivated [22] - The company will continue to adhere to its current industry positioning, focus on rubber polymers, and promote applications in other industries while enhancing technological innovation and reserve capabilities [22] - The company has no clear and fully comparable competitors in the market, but in different application industries, there are competitors. For example, in the automotive business, some products compete with Zhongding Co., Ltd., Enfu, and SKF [23] - Currently, the automotive and electrical businesses contribute significantly to the company's performance, and the company will continue to invest and develop in these fields [23]

答：公司披露了子公司海达新能源与安徽赛拉弗能源有限公司 签订《采购框架合同》，海达新能源按照协议约定向赛拉弗供 应全面屏边框产品，赛拉弗在 2026 年 6 月 30 日前预计采购总 量为 3.7GW 配套产品。 全面屏边框方案产品（也有客户称为"瀑布屏"、卡扣产 品）采用"短边框+简易包边" 形式，是子公司海达新能源技 术团队"跳出框框"、打破惯性思维、自主研发的原创性产品， 是基于对橡胶性能的理解率先开发的新结构产品。 公司开发全面屏卡扣短边框产品的初衷是提高安全性、可 靠性。对于组件厂商来说，降低成本并不是选择替代产品的首 要考虑，更重要的是产品的 RAMS（即可靠性、可用性、可维 护性、安全性）。经过客户的验证，公司的全面屏卡扣短边框 产品具有轻量化、防积灰、静载动载性能优等，且因遮挡少， 可使光照面积增多进而提升发电量，从而赢得了客户的认可。 证券代码：300320 证券简称：海达股份 江阴海达橡塑股份有限公司投资者关系活动记录表 编号：2025-05 | 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 ...