经济发展、交通先行。长春市市长顾刚介绍，今年将着力推进长春都市圈环线高速西半环、长春至榆树 高速、G102国道绕越线等重点项目建设，推动龙嘉机场三期扩建、绕城高速公路改扩建等重大工程尽 快启动实施。 据了解，长春-四平-辽源-通化高铁辽源段项目取得突破性进展，81.6公里线路走向和南部新城高铁站选 址已正式落定。辽源市市长高飞表示，今年将全力推进项目预可研审批等前期工作，确保"十五五"末期 建成通车，彻底结束辽源"无高铁"的历史。 该市的目标是，构建融入都市圈"高铁半小时、公路一小时"的现代化交通体系。 都市圈建设的核心关键是推动产业链群共融共兴。顾刚表示，依托中国一汽、中车长客2个链主企业， 圈内四市已经形成初步产业分工协作机制，带动培育出一批优势骨干企业。下一步，将在做大做强汽 车、装备制造等产业链群的基础上，重点围绕吉林市碳纤维、四平市农机装备、辽源市氢能开发，开展 联合招商，促进产业协同。 中新网长春1月29日电 (记者 李彦国)长春现代化都市圈建设的前期工作取得积极成效。在29日举行的 2026年吉林省"两会"新闻发布会(第三场)上，吉林省发展改革委主任李平表示，这为都市圈建设开好 局、起好步奠定了 ...

南财智讯1月29日电，桐昆股份公告，预计2025年全年归属于上市公司股东的净利润为19.50亿元—21.50 亿元，同比预增62.24%—78.88%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为15.00亿元—17.00亿元，同比预增60.55%—81.96%；主要变动原因为：2025年国内政策精准发力，直 接推动涤纶长丝行业产能投放收缩，行业供需格局优化带动单吨盈利水平显著抬升。尽管上游PTA环节 亏损规模较上年进一步扩大，对产业链利润形成一定侵蚀，但在此背景下，公司主业依然凭借长丝业务 的盈利增长实现了经营利润的显著改善；另一方面公司参股的浙石化依托全球特大型炼化一体化装置， 持续优化装置性能，不断挖潜增效，化工产品线不断延伸，品种日益丰富，部分化工产品毛利有改善； 报告期内，公司收到的政府补助、非流动资产处置损益等非经常性损益，因金额较大，对公司的净利润 构成较大影响。 ...

音紧像胶呈报 图1 研究中心能化团队 2026/01/29 P 不 As 占 商品 POY 1 仓单+有 石脑油日 PX CFR PTA内盘现 PTA平衡 石脑油裂 PTA加 PTA负 50D/4 聚酯毛利 TA基美 日期 原油 PX加工美 产销 工差 台湾 न्ह 解价差 效预报 K 荷 负荷 8F Half 2026/0 6740 102280 0.75 64.1 567 907 2152 97.44 340.0 347 -44 79.6 76.6 -73 1/22 2026/0 65.9 ୧୧୧ 923 5285 6795 82.35 358.0 396 -146 77.1 76.6 104020 -70 0.65 1/23 图H 2026/0 7000 91.74 -26 77.1 -80 0.50 65.6 573 930 5350 430 76.6 1039990 357.0 1/26 2026/0 67.6 569 903 5225 7055 73.21 334.0 103966 0.30 448 150 77.1 76.6 -78 1/27 2026/0 (图H 68.4 585 5235 7 ...

证券日报网讯 1月28日，新凤鸣在互动平台回答投资者提问时表示，截至2026年1月20日，公司的股东 总数是18253户。 （文章来源：证券日报） ...

Summary of Conference Call on Spandex Industry and Mycelium Project Progress Company and Industry Overview - The conference call primarily discusses the spandex industry and the developments related to the mycelium project by Xinjiang Chemical Fiber Company [1][7]. Key Points and Arguments Spandex Industry Dynamics - Huahai Group's bankruptcy is attributed to massive debt rather than operational issues, leading to a supply shortage in the spandex market, which is expected to increase prices [1][4][8]. - The spandex market is experiencing significant changes, with strong demand growth driving price increases. U.S. durable goods consumption data indicates a robust recovery, which is expected to exceed forecasts during the first quarter and the Spring Festival [3][16]. - The overall operating rate in the spandex industry is high at 87%, with strong replenishment demand before the Spring Festival, leading to a decrease in downstream customer inventories [16]. Huahai Group's Bankruptcy Impact - Huahai Group's bankruptcy is primarily due to its enormous debt load, which cannot be sustained even with a price increase of 10,000 yuan per ton. The company can only generate 1 billion yuan in profit annually at full capacity, which is insufficient to cover its debt obligations [4][15]. - The bankruptcy is accelerating due to creditors actively pursuing asset recovery, which complicates the potential acquisition of Huahai's equipment due to low quality and technical issues [5][6]. Mycelium Project Developments - Xinjiang Chemical Fiber's mycelium project has made significant progress, collaborating with Guangzhou Energy to produce 0.3 tons of bio-kerosene from one ton of mycelium pulp, addressing raw material sourcing for bio-aviation fuel [1][7]. - The cost structure of the mycelium project is favorable, with production costs around 9,000 yuan per ton, significantly lower than the SaaS market price of 17,000 yuan per ton. The project can utilize desert land for cultivation, avoiding competition with food crops [10][12][18]. - The mycelium project is expected to expand from a current production line of 1,000 tons to a target of 20,000 tons, with a conservative planting plan of 20,000 to 30,000 acres annually in Xinjiang [11][14]. Additional Important Insights - The spandex price outlook suggests a more favorable supply-demand balance compared to 2021, with potential price increases anticipated after the Spring Festival due to supply shortages [9][17]. - The mycelium project not only presents economic benefits but also addresses raw material sourcing issues, contributing to sustainable practices in the industry [10][18].

高技术制造业为工业高质量发展注入强劲动力。2025年，规模以上高技术制造业利润较上年增长 13.3%，高于全部规模以上工业12.7个百分点。智能电子产品创造消费新潮流，带动智能消费设备制造 行业利润较上年增长48.0%，其中智能无人飞行器制造、智能车载设备制造行业利润分别增长102.0%、 88.8%。 传统产业提质升级不断壮大工业新动能。2025年，传统产业新质生产力发展成效继续显现，利润明显高 于行业平均水平。在化工行业中，生物化学农药及微生物农药制造、文化用信息化学品制造行业利润分 别较上年增长20.7%、15.2%，高于化工行业平均水平28.0个、22.5个百分点；在化纤、电力行业中，生 物基化学纤维制造、生物质能发电行业利润分别增长88.6%、47.9%，分别高于所在大类行业平均水平 93.1个、34.0个百分点。 [ 责编：刘晗旭 ] 本报北京1月27日电 （记者刘志强）国家统计局27日发布数据显示：2025年，全国规模以上工业企业 利润较上年增长0.6%，扭转了连续3年下降态势，其中装备制造业、高技术制造业等新动能支撑作用明 显，传统产业利润结构持续优化，工业经济发展质效不断提升。 工业企业利润 ...

音紧像胶呈报 图1 研究中心能化团队 2026/01/28 P 不 As 占 商品 POY 1 仓单+有 石脑油日 PX CFR PTA内盘现 PTA平衡 PTA加 PTA负 石脑油裂 50D/4 聚酯毛利 TA基美 日期 原油 PX加工美 产销 工差 效预报 台湾 न्ह 解价差 K 荷 负荷 8F rest 2026/0 5085 6690 104302 0.80 65.2 559 888 80.29 329.0 380 79.6 76.6 -63 -4 1/21 2026/0 907 64.1 567 2155 6740 97.44 340.0 347 -44 79.6 76.6 102280 -73 0.75 1/22 图H 2026/0 65.9 923 5285 6795 82.35 77 P -70 0.65 265 358.0 396 146 76.6 104020 1/23 2026/0 573 930 5350 7000 357.0 103990 0.50 65.6 91.74 430 -26 77.1 76.6 -80 1/26 2026/0 (图H 67.6 569 5225 7055 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 天然橡胶： 周二，国产全乳胶 15950 元/吨，环比上日持平元/吨；泰国 20 号混合胶 15100 元/吨，环比上日下跌 50 元/吨。 原料端：昨日泰国胶水报收 57.9 泰铢/公斤，环比上日上涨 0.2 泰铢/公斤，泰国杯胶价格报收 53.2 泰铢/公斤，环比上日上涨 0.2 泰铢/公斤；云南停割；海 南停割。 截至 2026 年 1 月 25 日，青岛地区天胶保税和一般贸易合计库存量 58.45 万吨，环比上期减少 0.04 万吨，降幅 0.07%。保税区库存 9.45 万吨，降幅 5.03%； 一般贸易库存 49 万吨，增幅 0.95%。青岛天然橡胶样本保税仓库入库率减少 6.73 个百分点，出库率增加 2.65个百分点；一般贸易仓库入库率增加 0.06 个百 分点，出库率增加 1.41 个百分点。 观点：随着北半球冬季来临，全球即将进入低产季，也代表着单边价格的定价框架将从供需平衡的动态定价转换至存量库存的静态定价，在近期商品市场预 期全面走强的背景下，预计短期内 RU&NR&Sicom 仍将高位震荡。向后看，尽管认为 2026 ...

Core Insights - In 2025, various regions and sectors are implementing more proactive macro policies to accelerate new industrialization, leading to a stabilization and improvement in the industrial economy. The profits of industrial enterprises have increased, reversing a three-year decline, with significant contributions from equipment manufacturing and high-tech manufacturing sectors [1] Group 1: Industrial Profit Growth - In 2025, profits of industrial enterprises above designated size increased by 0.6% compared to the previous year, with manufacturing profits growing by 5.0%, a significant rebound of 8.9 percentage points from 2024 [1] - The electricity, heat, gas, and water production and supply sector saw a profit increase of 9.4%, while the mining sector experienced a decline of 26.2% [1] - In December, profits of industrial enterprises turned from a 13.1% decline in November to a 5.3% increase, marking an 18.4 percentage point recovery [1] Group 2: Equipment Manufacturing Sector - In 2025, profits in the equipment manufacturing sector increased by 7.7%, contributing 2.8 percentage points to the overall profit growth of industrial enterprises [2] - Profits from the equipment manufacturing sector accounted for 39.8% of total industrial profits, an increase of 2.6 percentage points from the previous year [2] - Seven out of eight major categories in the equipment manufacturing sector reported profit growth, with the railway, shipbuilding, aerospace, and electronics industries experiencing double-digit growth rates of 31.2% and 19.5% respectively [2] Group 3: High-Tech Manufacturing Sector - In 2025, profits in the high-tech manufacturing sector rose by 13.3%, surpassing the overall industrial profit growth by 12.7 percentage points [3] - The smart consumer electronics sector drove significant profit growth, with smart consumer device manufacturing profits increasing by 48.0%, and specific industries like smart drones and smart vehicle equipment seeing profits rise by 102.0% and 88.8% respectively [3] - The semiconductor industry experienced substantial profit increases, with integrated circuit manufacturing and semiconductor device manufacturing profits growing by 172.6% and 128.0% respectively [3] Group 4: Traditional Industries - Traditional industries are showing continuous improvement, with profits significantly above the industry average. In the chemical sector, profits from biochemical pesticides and cultural information chemicals grew by 20.7% and 15.2%, respectively, exceeding the average growth in the chemical industry by 28.0 and 22.5 percentage points [4] - In the chemical fiber and power sectors, profits from bio-based chemical fiber manufacturing and biomass power generation increased by 88.6% and 47.9%, respectively, surpassing the average growth in their respective categories by 93.1 and 34.0 percentage points [4] - Profits for small and medium-sized enterprises, as well as foreign and Hong Kong, Macao, and Taiwan-invested enterprises, turned positive, with growth rates of 1.4% and 4.2%, compared to declines of 1.9% and 1.7% in 2024 [4]

Core Viewpoint - In 2025, the total profit of industrial enterprises above designated size in China reached 73,982 billion yuan, marking a 0.6% increase from the previous year, reversing a three-year decline trend [1] Group 1: Profit Performance - The profit of state-controlled enterprises was 20,561 billion yuan, down 3.9% year-on-year [1] - The profit of joint-stock enterprises was 55,408.3 billion yuan, a slight decrease of 0.1% [1] - Foreign and Hong Kong, Macao, and Taiwan-invested enterprises saw profits rise to 17,447.4 billion yuan, an increase of 4.2% [1] - Private enterprises maintained profits at 22,810.6 billion yuan, unchanged from the previous year [1] Group 2: Sector Analysis - The mining industry experienced a profit decline of 26.2%, totaling 8,345.1 billion yuan [1] - The manufacturing sector's profits grew by 5.0% to 56,915.7 billion yuan [1] - The electricity, heat, gas, and water production and supply sector saw profits increase by 9.4%, reaching 8,721.2 billion yuan [1] Group 3: Monthly Trends - In December 2025, profits for industrial enterprises rebounded by 5.3% from a 13.1% decline in November, marking an 18.4 percentage point recovery [3] - The equipment manufacturing sector's profits increased by 7.7%, contributing 2.8 percentage points to the overall profit growth of industrial enterprises [3] - The share of equipment manufacturing profits in total industrial profits rose to 39.8%, up 2.6 percentage points from the previous year [3] Group 4: High-tech Manufacturing - High-tech manufacturing profits surged by 13.3%, outperforming the overall industrial growth by 12.7 percentage points [4] - The smart consumer electronics sector saw profits grow by 48.0%, with specific industries like smart drones and smart vehicle equipment experiencing profit increases of 102.0% and 88.8%, respectively [4] - The semiconductor industry also showed significant growth, with profits in integrated circuit manufacturing increasing by 172.6% [4] Group 5: Traditional Industries - Traditional industries are showing improved profitability, with sectors like biochemical pesticides and cultural information chemicals seeing profits rise by 20.7% and 15.2%, respectively [5] - In the chemical fiber and power sectors, profits from bio-based chemical fiber manufacturing and biomass power generation increased by 88.6% and 47.9%, respectively [5] - Small and medium-sized enterprises, as well as foreign-invested enterprises, reported profit growth of 1.4% and 4.2%, respectively, reversing previous declines [5] Group 6: Overall Economic Outlook - The overall profit growth of industrial enterprises indicates a significant support from new industrial dynamics, with a focus on technological and industrial innovation [6] - Challenges remain due to external environmental changes and the need for continued structural optimization and new productivity cultivation [6]