| | | PVC产业日报 2025-07-01 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 收盘价:聚氯乙烯(PVC)(日,元/吨) | 4821 | -68 成交量:聚氯乙烯(PVC)(日,手) | 977340 | 184615 | | | 持仓量:聚氯乙烯(PVC)(日,手) | 982274 | 56201 期货前20名持仓:买单量:聚氯乙烯(日,手) | 748348 | 31094 | | | 前20名持仓:卖单量:聚氯乙烯(日,手) | 780566 | 44342 前20名持仓:净买单量:聚氯乙烯(日,手) | -32218 | -13248 | | 现货市场 | 华东:PVC:乙烯法(日,元/吨) | 4965 | 0 华东:PVC:电石法(日,元/吨) | 4817.31 | 0 | | | 华南:PVC:乙烯法(日,元/吨) | 4965 | 0 华南:PVC:电石法(日,元/吨) | 4889.69 | -4.06 | | | PVC:中国:到岸价(日, ...

海外需求季节性偏弱，支撑有限。成本方面，地缘因素影响减弱，全球需求增长相对疲软给到国际油价一 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 助理研究员: 徐天泽 期货从业资格号F03133092 定压力。PP供需双弱，主力基差中性，短期PP2509预计震荡走势，日度K线关注7000附近支撑与7140附近 压力。 免责声明 聚丙烯产业日报 2025-07-01 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:聚丙烯(日,元/吨) | 7044 | -26 1月合约收盘价:聚丙烯(日,元/吨) | 6996 | -16 | | | 5月合约收盘价:聚丙烯(日,元/吨) | 6980 | -19 9月合约收盘价:聚丙烯(日,元/吨) | 7044 | -26 | | | 成交量聚丙烯(PP)(日,手) | 210887 ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 塑料重量轻，但耐用、坚韧且使用寿命长，这使其成为众多社会依赖的应用和行业的理想材料。然而，大 多数塑料不易分解，从而导致环境问题，堆积如山的塑料垃圾威胁着 野生动植物和生态系统，还对海洋产 生了广泛污染。 通过化学催化，将塑料废弃物转化为有价值的化学品和燃料，是一个很有前景的解决方案。然而，现实生 活中的塑料往往是混合物，其成分和结构具有多样性，对这些混合塑料废弃物进行回收或升级再造，显然 颇具挑战性。 2025 年 6 月 25 日， 北京大学化学与分子工程学院 马丁 教授、 王蒙 副研究员及中国科学院 大连化学物 理研究所 徐舒涛 研究员作为共同通讯作者，在 Nature 期刊发表了题为： In-line NMR guided orthogonal transformation of real-life plastics 的研究论文。 该研究提出了一种创新方法，能够将 8 种常用塑料的废弃混合物转化为其原始化学成分或其它有价值的化 合物，为废弃塑料混合物的化学回收这一现实世界难题提供了新的解决思路。 在这项新研究中，研究团队提出一种以产品为导向的新策略，利用塑料混合 ...

Core Viewpoint - The Hangzhou Market Supervision Administration has released the results of quality supervision and spot checks for various products, including food-related items, gas appliances, and electric bicycles for the year 2025, highlighting compliance and non-compliance issues among manufacturers [2]. Group 1: Product Quality Supervision Results - The announcement includes a list of companies that could not be notified of their inspection results due to unclear addresses or contact information [2]. - The report indicates that several products, such as reusable plastic utensils and food contact plastic containers, were found to be compliant, while others, like certain gas stoves and electric bicycles, had notable non-compliance issues [2][3]. Group 2: Specific Product Findings - Specific products listed include: - Reusable plastic utensils from Hangzhou Hongxin Packaging Co., which were found compliant [2]. - Non-degradable plastic straws from Hangzhou Fuyang Gongrun Trading Co., which had compliance issues [2]. - Household gas stoves from various manufacturers, some of which did not meet safety and performance standards [2][3]. Group 3: Compliance and Contact Information - Companies are given a seven-day period to contest the inspection results from the date of the announcement, with contact details provided for the Product Supervision Department [2]. - The report emphasizes the importance of proper labeling and compliance with safety standards for consumer protection [2][3].

Core Viewpoint - The Chinese PE market experienced a decline in supply from June to July, followed by an increase in August due to reduced maintenance and new capacity releases, with seasonal demand expected to support inventory levels [1][6]. Supply and Demand Analysis - In June, the total PE supply in China (domestic + imports + recycled) was estimated at 3.8 million tons, a month-on-month decrease of 4.46% [2]. - Domestic production saw a continued decline, with a month-on-month drop of 2.22%, influenced by maintenance shutdowns at several key plants [2]. - The supply of LDPE significantly decreased due to maintenance at major producers, while HDPE production increased as some plants shifted production [2]. - Import volumes were expected to decrease by 2.64% in June, with geopolitical factors and domestic demand expectations keeping imports at a low level in July and August [2][6]. Recycled PE Supply - The supply of recycled PE was projected to remain low at 130,000 to 160,000 tons per month during June and July due to low price differentials and seasonal demand [2]. - An increase in recycled PE supply is anticipated in August as seasonal demand begins to rise [2]. Production and Export Data - In May, China's plastic products production was 6.425 million tons, a year-on-year decrease of 1.8%, while cumulative production from January to May was 31.65 million tons, reflecting a growth of 5.4% [6]. - Exports of PE shopping bags in May reached 113,700 tons, a year-on-year increase of 4.12%, with cumulative exports from January to May totaling 542,500 tons, up 6.02% year-on-year [6]. Market Outlook - The second half of the year will require careful management of production and supply dynamics to navigate potential risks, particularly as oil-based PE production profitability has turned negative for some varieties [6].

树立行业标杆，讲好中国故事，传递中国声音，充分展现腾飞的中国经济、崛起的民族品牌和向上的企 业家精神。近日，"崛起的民族品牌"专题系列节目对话苏州沃德夫新材料科技有限公司(简称：沃德夫 新材料)董事长马涛先生，探讨特种工程塑料材料领域的创新发展之路。 在智能制造与绿色经济交织的新时代，特种工程塑料正悄然支撑着产业升级的脊梁。这种兼具耐高温、 抗腐蚀、高强度等特性的战略材料，已成为新能源汽车电池模组、5G通信基站、工业机器人关节等核 心部件的"隐形守护者"。然而，我国特种工程塑料市场长期被国外巨头垄断，高端产品进口依赖度超 70%。在这场材料领域的"卡脖子"攻坚战中，苏州沃德夫新材料科技有限公司董事长马涛，正带领企业 以自主创新打破国际封锁，在特种工程塑料材料领域实现从跟跑到领跑的跨越。 马涛，苏州沃德夫新材料科技有限公司董事长。苏州沃德夫新材料科技有限公司是一家新创立的特种工 程塑料材料方案供应商，致力于为智能清洁家电、新能源、智能穿戴、半导体等新兴行业客户提供客制 化创新解决方案。 一直以来，沃德夫新材料以"聚焦客户压力与挑战，开放创新，持续创造最大价值"为使命，致力于成为 特种工程塑料领域领先的解决方案供 ...

聚烯烃日报 | 2025-07-01 价格与基差方面，L主力合约收盘价为7261元/吨（-41），PP主力合约收盘价为7070元/吨（-33），LL华北现货为7240 元/吨（-30），LL华东现货为7350元/吨（+0），PP华东现货为7160元/吨（-20），LL华北基差为-21元/吨（+11），LL 华东基差为89元/吨（+41）， PP华东基差为90元/吨（+13）。 上游供应方面，PE开工率为76.4%（-2.3%），PP开工率为79.3%（-0.3%）。 生产利润方面，PE油制生产利润为358.8元/吨（-7.5），PP油制生产利润为-51.2元/吨（-7.5），PDH制PP生产利润为 268.5元/吨（+156.7）。 进出口方面，LL进口利润为-58.3元/吨（-5.8），PP进口利润为-314.6元/吨（-49.0），PP出口利润为22.0美元/吨（+0.7）。 下游需求方面，PE下游农膜开工率为12.4%（+0.2%），PE下游包装膜开工率为48.0%（-1.2%），PP下游塑编开工率 为43.2%（-0.4%），PP下游BOPP膜开工率为60.4%（+0.0%）。 国际油价与丙烷价格延续 ...

Industry Overview - Modified nylon is an engineering plastic obtained by modifying nylon with various fillers or enhancers, exhibiting excellent mechanical properties, heat resistance, and processing capabilities, widely used in automotive, electronics, and machinery manufacturing industries [1][17] - The modified nylon market in China has shown rapid growth, with the market size increasing from 4.176 billion yuan in 2017 to 10.21 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 13.62% [1][17] - The future focus of modified nylon will be on high performance and multifunctionality, including the development of new fillers and nanocomposites to enhance mechanical properties and special functions [1][17] Market Dynamics - The global modified nylon market is projected to grow from $8.999 billion in 2017 to $15.673 billion in 2024, with a CAGR of 8.25% [16] - The demand for modified nylon is driven by the increasing application in high-end markets such as electric vehicles, smart devices, and eco-friendly materials [16] Industry Development History - The modified nylon industry in China began in the 1970s, initially relying on imported technology and materials, with significant growth occurring in the 1990s due to rising demand from the automotive and electronics sectors [8][12] - By 2024, China's nylon production is expected to reach 4.59 million tons, reflecting a year-on-year growth of 6.25%, providing a solid raw material foundation for the modified nylon industry [12][14] Application Areas - Automotive components represent a significant application area for modified nylon, with the market demand closely linked to the development of China's automotive industry, which produced over 30 million vehicles in 2023 [14] - The trend towards lightweight materials in the automotive sector is creating opportunities for modified nylon in critical components such as engine parts and intake manifolds [14] Key Companies - Major companies in the modified nylon industry include Kingfa Technology, Hengshen New Materials, Shenda Co., Nanjing Julong, and others, with a market structure characterized by large enterprises dominating the high-end market and small to medium enterprises focusing on niche segments [20][22] - Kingfa Technology is noted for its focus on high-performance new materials and is expected to achieve a revenue of 32.075 billion yuan in 2024, reflecting an 18.95% year-on-year growth [23] - Hengshen New Materials specializes in nylon 6 products and is projected to have a revenue of 1.746 billion yuan in 2024, with a growth rate of 19.51% [25] Future Trends - The demand for high-performance enhanced materials is expected to grow, with key technological breakthroughs in whisker-reinforced and carbon fiber-reinforced nylon [27] - Nylon alloying is becoming a mainstream trend, optimizing mechanical properties and heat resistance through blending with other polymers [28] - The rise of nanotechnology in nylon applications is anticipated to enhance mechanical strength and thermal stability, expanding its use in precision fields [30] - The demand for environmentally friendly flame-retardant nylon is increasing, with a focus on halogen-free systems due to stricter environmental regulations [31] - Functional nylon applications are expanding, with anti-static, conductive, and magnetic properties being increasingly utilized in electronics and machinery [32] - The industry is shifting towards refined and integrated technologies, emphasizing material design and customized applications to meet downstream demands [33]

智通财经记者 | 田鹤琪 国内新材料龙头上海普利特复合材料股份有限公司 (002324.SZ，下称普利特) 决定放弃百亿跨界项目， 回归自己的主业。 6月30日，普利特发布公告称，其控股子公司江苏海四达电源有限公司（下称海四达）与浏阳经济技术 开发区管理委员会（下称浏阳经开区）于今年6月签订《招商项目合作合同终止合同》。 该项目曾是备受业内关注的百亿级投资。 2023年6月，海四达与浏阳经开区签订了招商项目合作合同，计划在湖南投资建设30 GWh钠离子及锂离 子电池与系统生产基地项目。 该项目总投资102亿元，拟规划的主要产品为钠离子电池和锂离子电池，涵盖方形和圆柱两种形态。计 划分三期建设：一期投资约30亿元建设12 GWh方型电池项目；二期投资约30亿元建设6 GWh圆柱电池 项目；三期投资约42亿元建设12 GWh方型电池项目。 两年后，普利特改变了主意。 该公司指出，由于新能源行业宏观环境的变化，其在新能源领域的战略方向也在不断进行优化。本次项 目投资终止不会对公司现有的生产经营和业绩情况产生不利影响。 公告显示，上述项目未开展实质性建设。经与浏阳经开区协商，双方一致同意终止该项目投资，并由浏 阳经开 ...

证券研究报告 | 浙商早知道 报告日期：2025 年 07 月 01 日 【浙商化工 李辉/汤永俊】会通股份（688219）公司深度：改性材料龙头持续扩张，特种材料构筑成长新曲线 — —20250629 重要点评 【浙商机械 邱世梁/王华君/何家恺/陈明雨/黄华栋】机械设备 行业深度：无人车：谁先放量？——20250629 浙商早知道 2025 年 07 月 01 日 ：王禾 执业证书编号：S1230512110001 ：021-80105901 ：wanghe@stocke.com.cn 市场总览 重要推荐 http://www.stocke.com.cn 1/4 请务必阅读正文之后的免责条款部分 大势：6 月 30 日上证指数上涨 0.59%，沪深 300 上涨 0.37%，科创 50 上涨 1.54%，中证 1000 上涨 1.26%，创业 板指上涨 1.35%，恒生指数下跌 0.87%。 行业：6 月 30 日表现最好的行业分别是国防军工（+4.35%)、传媒（+2.82%)、通信（+1.9%)、电子（+1.44%)、 纺织服饰（+1.41%)，表现最差的行业分别是非银金融（-0.77%)、银行（-0 ...