天眼查App显示，近日，绵阳海富胜天科技有限公司成立，法定代表人为罗利，注册资本655.4万人民 币，由绵阳世冠半导体科技有限公司全资持股。 序号股东名称持股比例1绵阳世冠半导体科技有限公司100% 经营范围含新材料技术研发；电子专用材料研发；电子专用材料制造；电子专用材料销售；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）；工程塑料及合成树脂制造；工程 塑料及合成树脂销售；新型膜材料制造；新型膜材料销售；合成材料制造（不含危险化学品）；合成材 料销售；功能玻璃和新型光学材料销售；销售代理；技术进出口；生物基材料制造；生物基材料销售； 工程和技术研究和试验发展；再生资源加工；再生资源销售；再生资源回收（除生产性废旧金属）；货 物进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称绵阳海富胜天科技有限公司法定代表人罗利注册资本655.4万人民币国标行业制造业>化学原料 和化学制品制造业>基础化学原料制造地址四川省绵阳市经开区三江大道327号企业类型有限责任公司 （非自然人投资或控股的法人独资）营业期限2025-8-5至无固定期限登记机关绵阳市市场监督管理局 来源 ...

金融界2025年8月6日消息，国家知识产权局信息显示，中国石油化工股份有限公司;中石化（北京）化 工研究院有限公司申请一项名为"白炭黑填充橡胶组合物、白炭黑填充橡胶材料及其制备方法和应用"的 专利，公开号CN120424425A，申请日期为2024年02月。 专利摘要显示，本发明涉及轮胎技术领域，公开了一种白炭黑/橡胶组合物，其中，该组合物包括端环 氧溶聚丁苯橡胶、顺丁橡胶、白炭黑、硅烷偶联剂、活化剂、防老剂、促进剂、增塑剂和硫磺；其中， 所述端环氧溶聚丁苯橡胶的分子链末端含有环氧基团；环氧基团的含量为0.01wt％‑2wt％；其中，所述 端环氧溶聚丁苯橡胶的门尼粘度为35‑80。该橡胶组合物能够减少乙醇等VOCs气体的排放，同时具有优 异的耐磨耗性能、滚阻性能和动态压缩生热性能。 天眼查资料显示，中国石油化工股份有限公司，成立于2000年，位于北京市，是一家以从事石油和天然 气开采业为主的企业。企业注册资本12173968.9893万人民币。通过天眼查大数据分析，中国石油化工 股份有限公司共对外投资了263家企业，参与招投标项目5000次，财产线索方面有商标信息45条，专利 信息5000条，此外企业还拥有行 ...

Core Viewpoint - The stock price of Kewen New Materials (688585.SH) has surged dramatically, increasing by 1320.05% from 7.78 CNY to 110.48 CNY per share between July 9 and August 5, 2025, making it the first "15-fold stock" of the year [2][10]. Group 1: Stock Performance - Kewen New Materials' market capitalization rose from 3.2 billion CNY to 44.6 billion CNY during the same period, a 14-fold increase [2]. - The stock has experienced multiple instances of abnormal trading fluctuations, with the Shanghai Stock Exchange issuing several risk warning announcements [3][6]. - As of August 6, 2025, the stock price fell by 20% to 88.38 CNY, resulting in a market capitalization decrease of 8.914 billion CNY [12]. Group 2: Shareholding Structure - The external circulation of Kewen New Materials' shares is relatively small, with major shareholders holding approximately 85% of the company's A-shares, leaving only about 15% for external circulation [3][10]. - The major shareholders include SWANCOR IND.CO.,LTD., Strategic Capital Holding Limited, and Jinfeng Investment Holding Co., Ltd. [3]. Group 3: Acquisition and Business Transformation - The stock price surge is linked to an ongoing acquisition where Zhiyuan Robotics intends to acquire at least 63.62% of Kewen New Materials, changing its controlling shareholder and actual controller [4][5]. - Zhiyuan Robotics is recognized for its achievements in humanoid robot mass production and commercialization, with expectations to inject robotic assets into Kewen New Materials, potentially transforming it into a humanoid robot platform enterprise [5][6]. Group 4: Financial Performance - For the first half of 2025, Kewen New Materials reported a revenue of 784 million CNY, a 12.5% increase year-on-year, but a net profit of 29.9 million CNY, a decrease of 32.91% compared to the previous year [11]. - The decline in net profit is attributed to foreign exchange losses, increased overseas sales costs, and rising R&D expenses [11].

国泰海通证券股份有限公司 关于南京肯特复合材料股份有限公司 新增关联方及增加 2025 年度日常关联交易预计金额的 核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 南京肯特复合材料股份有限公司（以下简称"肯特股份"或"公司"）首次公开 发行股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指 引第 2 号——创业板上市公司规范运作》等相关规定，对肯特股份新增关联方及 增加 2025 年度日常关联交易预计金额的事项进行了核查，具体核查情况如下： （二）本次增加日常关联交易预计金额和类别 本次增加日常关联交易预计金额和类别如下： | | | | | 关联交 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 关联交易 | | 关联 | 关联交易 | | | 预计关联交 | | 加关联交易 | | 关联交易 | | | | | | 易定价 | | | | | | | | 类别 | 人 | ...

据了解，氯化聚乙烯树脂根据其性质和用途主要分为A型、B型、C型等类别。其中，C型氯化聚乙烯树脂主要用于ABS树脂的改性。经下游企 业作为改性料进一步加工后，能显著改善ABS的阻燃性、冲击性、加工流动性及热稳定性，并有效避免 ABS燃烧时出现垂直滴落现象。目 前，该类型产品市场需求持续攀升。 中国发展网讯 史艳红记者袁小峰报道 8月5日，记者从中国石油大庆石化获悉，聚烯烃部低压装置C线完成转产并顺利下线100余吨C型氯化聚 乙烯树脂新产品，即将发往下游加工企业。这一成果标志着大庆石化成为中国石油首家生产该类产品的企业。此次新产品的成功产出，进一步 丰富了大庆石化产品矩阵，为拓展细分市场、提升产品竞争力提供了有力支撑。 自2012年首次研发并量产A型氯化聚乙烯树脂以来，大庆石化坚持以市场需求为导向，持续加大技术创新投入，专注特色化、高端化产品开 发，不断推出新牌号以适应市场环境和消费需求。通过多年攻关，大庆石化解决了低压装置回收系统工况波动、产品粒径分布不均导致加工适 应性差等关键技术难题，成功将氯化聚乙烯系列产品牌号拓展至7个，并在高端氯化聚乙烯树脂领域实现了进口替代，大幅提升了国产材料的 市场竞争力。这些技术 ...

Group 1 - The company Jiuri New Materials (688199.SH) has indicated that its photoinitiator products are utilized by downstream customers, including manufacturers of photopolymer coatings and adhesives [1] - The company's products can also be partially used in the production of humanoid robots, and it will carefully evaluate the materials involved in humanoid robot manufacturing [1]

通过天眼查大数据分析，江西志特新材料股份有限公司共对外投资了15家企业，参与招投标项目185 次，知识产权方面有商标信息73条，专利信息208条，此外企业还拥有行政许可31个。 金融界消息 截至2025年8月6日收盘，志特新材（300986）报收于15.29元，上涨3.24%，换手率7.52%， 成交量30.77万手，成交金额4.65亿元。 志特新材最新一期业绩显示，截至2025一季报，公司营业总收入5.56亿元、同比增长23.65%，归属净利 润2461.03万元，同比增长236.44%，扣非净利润2106.77万元，同比增长166.18%，流动比率0.977、速动 比率0.853、资产负债率66.00%。 天眼查商业履历信息显示，江西志特新材料股份有限公司，成立于2011年，位于抚州市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本26220.9777万人民币，实缴资本24647.07万人民 币。公司法定代表人为高渭泉。 资金流向方面，今日主力资金净流入5385.54万元，占比成交额11.59%。其中，超大单净流入2922.93万 元、占成交额6.29%，大单净流入2462.61万元、占成 ...

通过天眼查大数据分析，鞍山七彩化学股份有限公司共对外投资了17家企业，参与招投标项目67次，知 识产权方面有商标信息27条，专利信息60条，此外企业还拥有行政许可193个。 来源：金融界 七彩化学最新一期业绩显示，截至2025一季报，公司营业总收入3.65亿元、同比增长13.14%，归属净利 润3078.64万元，同比增长42.56%，扣非净利润3112.23万元，同比增长47.71%，流动比率1.228、速动比 率0.826、资产负债率49.36%。 天眼查商业履历信息显示，鞍山七彩化学股份有限公司，成立于2006年，位于鞍山市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本40603.8596万人民币，实缴资本15673.66万人民 币。公司法定代表人为徐惠祥。 金融界消息 截至2025年8月6日收盘，七彩化学（300758）报收于15.53元，上涨5.07%，换手率 11.14%，成交量39.39万手，成交金额6.03亿元。 资金流向方面，今日主力资金净流入7035.05万元，占比成交额11.66%。其中，超大单净流入4700.13万 元、占成交额7.79%，大单净流入2334.92万元 ...

金融界消息 截至2025年8月6日收盘，东岳硅材（300821）报收于11.01元，上涨7.84%，换手率7.09%， 成交量85.04万手，成交金额9.02亿元。 资金流向方面，今日主力资金净流入7217.81万元，占比成交额8.0%。其中，超大单净流入5752.62万 元、占成交额6.38%，大单净流入1465.19万元、占成交额1.62%，中单净流出流出3476.05万元、占成交 额3.85%，小单净流出3741.76万元、占成交额4.15%。 来源：金融界 东岳硅材最新一期业绩显示，截至2025一季报，公司营业总收入12.02亿元、同比减少15.68%，归属净 利润3681.94万元，同比减少19.72%，扣非净利润3912.08万元，同比减少25.42%，流动比率2.093、速动 比率1.744、资产负债率19.21%。 通过天眼查大数据分析，山东东岳有机硅材料股份有限公司共对外投资了6家企业，参与招投标项目36 次，知识产权方面有商标信息18条，专利信息125条，此外企业还拥有行政许可87个。 天眼查商业履历信息显示，山东东岳有机硅材料股份有限公司，成立于2006年，位于淄博市，是一家以 从事化学 ...

Report Summary of Methanol Daily Review on August 6, 2025 1. Report Industry Investment Rating - Not provided in the report. 2. Report's Core View - The fundamental outlook for methanol remains weak. Although there was a rebound in MA, the expected anti - involution policy may have limited impact on methanol production. With high upstream coal - head profits, slightly lower coastal MTO profits, poor inland downstream profits, and high downstream MTO enterprise raw material inventories, the port is likely to continue to accumulate inventory, suppressing the East China spot price. The recent rally in methanol is expected to have limited upside due to the weak fundamentals, despite the influence of coking coal sentiment [1]. 3. Summary by Relevant Catalogs 3.1 Price and Basis - **Methanol Futures Prices**: MA01 closed at 2497 yuan/ton on August 5, 2025, up 10 yuan/ton (0.40%) from the previous day; MA05 closed at 2447 yuan/ton, up 16 yuan/ton (0.66%); MA09 closed at 2397 yuan/ton, up 7 yuan/ton (0.29%) [1]. - **Methanol Spot Prices**: Spot prices in different regions showed mixed trends. For example, prices in Shandong increased by 15 yuan/ton (0.65%), in Guangdong by 7.5 yuan/ton (0.32%), and in Hubei by 45 yuan/ton (1.93%), while prices in Shaanxi decreased by 2.5 yuan/ton (- 0.12%) [1]. - **Basis**: The basis of Taicang spot - MA was - 129.50 yuan/ton on August 5, 2025, down 10 yuan/ton from the previous day [1]. - **Coal Spot Prices**: The price of Ordos Q5500 coal increased by 5 yuan/ton (1.04%), and the price of Datong Q5500 coal increased by 12.5 yuan/ton (2.27%), while the price of Yulin Q6000 coal remained unchanged [1]. - **Industrial Natural Gas Prices**: Prices in Hohhot and Chongqing remained unchanged at 3.94 yuan/cubic meter and 3.30 yuan/cubic meter respectively [1]. 3.2 Profit Situation - **Methanol Production Profits**: Coal - based methanol profit was 470.40 yuan/ton on August 5, 2025, up 53.70 yuan/ton (12.89%) from the previous day, while natural - gas - based methanol profit remained at - 540.00 yuan/ton [1]. - **Downstream Profits**: Profits of Northwest MTO decreased by 10 yuan/ton (- 9.58%), and profits of East China MTO decreased by 32 yuan/ton (- 5.08%). Profits of acetic acid decreased by 6.58 yuan/ton (- 2.76%), while profits of MTBE increased by 7.44 yuan/ton (4.64%). Profits of formaldehyde decreased by 38.80 yuan/ton (- 14.76%), and profits of a certain product decreased by 184 yuan/ton (- 56.44%) [1]. 3.3 Information - **Domestic Information**: The main methanol contract MA2509 rebounded, closing at 2397 yuan/ton, up 13 yuan/ton, with a trading volume of 372,112 lots and an open interest of 484,212 lots, showing a decrease in volume and position [1]. - **Foreign Information**: Two methanol plants with a total capacity of 2.65 million tons in a Middle - Eastern country are under maintenance. The overall operating load of methanol plants in this country is low, with the recent overall operating rate dropping to 56%, and the daily total output of methanol plants being less than 30,000 tons. Attention should be paid to the loading speed at the port [1]. 3.4 Trading Strategy - Given the recent rebound in MA and the repeated expectations of anti - involution policies, and the influence of the coking coal limit - up on the coal - chemical sentiment, the fundamental outlook for methanol remains weak. The upstream coal - head profits are high, coastal MTO profits are slightly lower, and inland downstream profits are poor, indicating that methanol is relatively over - valued. The anti - involution policy may have limited impact on methanol production, and with high downstream MTO enterprise raw material inventories, port inventory accumulation is likely to continue, suppressing the East China spot price. The recent rally in methanol is expected to have limited upside [1].