中化新网讯 近日，中国化学（601117）工程第三建设有限公司上海分公司承建的江苏华峰瑞讯生物材 料有限公司50万吨/年BioPTMEG项目（一期）大件设备THF产品精制塔顺利吊装就位。 该项目位于江苏启东吕四港经济开发区，规划用地650亩，建设内容为年产50万吨生物基聚四亚甲基醚 二醇、2万吨四氢呋喃等。项目以玉米芯制取的糠醛为主要原料，采用自主研发的BioPTMEG工艺。相 比传统石油基PTMEG，项目可降低原料成本30%以上，同时减少碳排放40%。 此次吊装的PTMEG装置THF产品精制塔重82.5吨，直径3.58米，长度53.95米。吊装采用单主机抬吊递 送法，一台400吨履带吊主吊，一台150吨履带吊溜尾。项目部组织工艺附塔管线及平台爬梯、防腐保 温、电气照明三个专业明确任务、细化工序流程、强化劳动纪律管理，全力保障工作高效推进，克服江 苏梅雨、高温天气带来的不利影响，按期完成塔器的"穿衣戴帽"工作。 ...

国瓷材料最新一期业绩显示，截至2025一季报，公司营业总收入9.75亿元、同比增长17.94%，归属净利 润1.36亿元，同比增长1.80%，扣非净利润1.27亿元，同比增长4.88%，流动比率3.011、速动比率 2.280、资产负债率19.59%。 金融界消息 截至2025年8月5日收盘，国瓷材料（300285）报收于18.61元，上涨0.98%，换手率2.29%， 成交量18.42万手，成交金额3.42亿元。 资金流向方面，今日主力资金净流入1494.18万元，占比成交额4.37%。其中，超大单净流出63.09万 元、占成交额0.18%，大单净流入1557.27万元、占成交额4.56%，中单净流出流出1786.57万元、占成交 额5.23%，小单净流入292.39万元、占成交额0.86%。 通过天眼查大数据分析，山东国瓷功能材料股份有限公司共对外投资了23家企业，参与招投标项目77 次，知识产权方面有商标信息34条，专利信息327条，此外企业还拥有行政许可57个。 来源：金融界 天眼查商业履历信息显示，山东国瓷功能材料股份有限公司，成立于2005年，位于东营市，是一家以从 事化学原料和化学制品制造业为主 ...

在这轮上涨过程中，从上市公司到交易所也一路在提示风险：公司股票交易7次触及股票交易异常波动 情形，7次触及股票交易严重异常波动情形，累计发布10次异常波动、严重异常波动、交易风险提示公 告；7月25日和8月1日，上交所公告对其进行重点监控。停牌核查仍未给股价降温，5日晚间，上交所表 示，部分投资者在交易上纬新材的过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异常 交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 在"20CM涨停"的加持下，上纬新材成为A股历史上最快成为"10倍股"的大牛股（不含上市首日新股） ——用时仅16个自然日。到8月5日，上纬新材股价突破110元，总市值也来到了446亿元，而在行情启动 前，其股价为7.78元，总市值不过31亿元。 20个交易日，股价累计上涨1320%的"疯牛"上纬新材（688585，SH），终于回头了。 8月6日开盘，上纬新材股价开盘即大跌16.73%，成交金额1.01亿元。截至发稿，跌幅缩小至12.22%，最 新股价为96.98元，市值391亿元。 这些争相出逃的资金本来有充分的机会。8月5日，上纬新材停牌核查后复牌，当天其股价在短暂翻绿 ...

转自：智通财经 【PEEK材料概念股持续活跃 中欣氟材2连板】智通财经8月6日电，中欣氟材2连板，新瀚新材、华密新 材、凯盛新材涨超10%，普利特、南京聚隆、富春染织、中研股份、聚赛龙等跟涨。消息面上，国盛证 券研报指出，第三代Optimus新的设计思路是更轻、更易于量产、更仿生。对应的具体变化包括在传动 件、外壳、支撑件等更多部位使用peek等轻量化材料。 ...

外资态度来看，本期较上一季未再披露的外资机构包括高盛国际-自有资金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、中信证券资产管理(香港)有限公司-客户资金。 公募基金方面，本期较上一季度新披露的公募基金共计2个，包括易方达国证机器人产业ETF、东方红 中证优势成长指数发起A。 2025年8月6日，金奥博(002917.SZ)发布2025年半年度报告。截至2025年8月05日，共有7个机构投资者 披露持有金奥博A股股份，合计持股量达6998.72万股，占金奥博总股本的20.13%。其中，机构投资者 包括四川雅化实业集团股份有限公司、雅化集团绵阳实业有限公司、深圳市奥博合利投资合伙企业(有 限合伙)、东台和气致祥企业管理合伙企业(有限合伙)、深圳市奥博合智投资合伙企业(有限合伙)、中国 建设银行股份有限公司-易方达国证机器人产业交易型开放式指数证券投资基金、东方红中证优势成长 指数发起A，机构投资者合计持股比例达20.13%。相较于上一季度，机构持股比例合计下跌了0.79个百 分点。 ...

Core Viewpoint - The collaboration between Yantai Huaxing Silicon Materials Co., Ltd. and the two chemical giants, Xingfa Group and Wanhua Chemical, marks a significant step in the strategic partnership focused on high-end silicone materials, indicating a deepening cooperation in the silicon materials sector [1][2][3]. Group 1: Company Formation and Ownership - Yantai Huaxing was established with a registered capital of 5 million yuan, with Wanhua Chemical holding a 51% stake and Xingfa Group holding 49% [2]. - The two companies previously established Hubei Xinghua Silicon Materials Co., Ltd. in June, with a registered capital of 50 million yuan, further solidifying their partnership in the silicon materials field [2][3]. Group 2: Market Potential and Demand - The global silicone monomer capacity is projected to reach approximately 8.96 million tons by the end of 2024, reflecting a year-on-year growth of 15.46%, while China's capacity is expected to reach about 6.82 million tons, growing by 19.86% [3]. - The demand for high-performance silicone materials is anticipated to continue growing due to the rapid development of emerging industries such as renewable energy, 5G communications, and artificial intelligence [2][3]. Group 3: Strategic Advantages and Synergies - Xingfa Group, a leader in the phosphate chemical industry, has strong cost control capabilities in silicone production and has developed a complete industrial chain from phosphate mining to fine phosphorus chemicals and silicone new materials [1][3][6]. - The collaboration allows for resource supply complementarity, with Xingfa Group providing stable supplies of chloromethane, a key raw material for silicone monomer production, while Wanhua Chemical contributes its expertise in material application development and global sales networks [4][6]. Group 4: Financial Performance and Future Outlook - In 2024, Xingfa Group reported revenues of 28.396 billion yuan, a year-on-year increase of 0.41%, and a net profit of 1.601 billion yuan, up 14.33% [6][7]. - The company has a designed silicone monomer capacity of 600,000 tons per year and is actively expanding its production capabilities, including a planned investment of 1.495 billion yuan for a 100,000-ton/year industrial silicon project [7][8].

Group 1 - The manufacturing sector in Tianjin has shown a significant growth rate, with sales revenue from invoices increasing at a rate 2 percentage points higher than the overall city growth rate [1] - Traditional industries have demonstrated steady growth, with automotive manufacturing up by 6.3%, chemical raw materials and products by 5%, electrical machinery and equipment by 4%, general equipment by 5.1%, and specialized equipment by 11.6% [1] - High-tech industries are experiencing rapid growth, with computer, communication, and other electronic equipment manufacturing increasing by 16.5%, and railway, shipbuilding, aerospace, and other transportation equipment manufacturing rising by 18.6% [1] Group 2 - Certain manufacturing sectors with sales exceeding 10 billion yuan are witnessing remarkable growth, such as synthetic materials manufacturing up by 112.1%, computer manufacturing up by 55%, and motor manufacturing up by 34.8% [1] - The electric vehicle manufacturing sector has also shown strong performance, with an increase of 27.6%, while environmental protection, postal, social public services, and other specialized equipment manufacturing grew by 18.9% [1] Group 3 - The Tianjin Taxation Bureau is implementing a digital transformation in tax collection and management, focusing on creating data profiles for businesses to match applicable policies accurately [2] - The bureau aims to enhance policy management and provide comprehensive tax assessments for businesses, strengthening tax risk warnings [2] - Future efforts will include analyzing the effects of tax policies and optimizing the tax environment to encourage compliance and integrity in tax payments [2]

Group 1 - The core stock price of Luxi Chemical (000830) closed at 11.73 yuan, with an increase of 1.91% and a trading volume of 320,900 hands, amounting to 377 million yuan [1] - The latest financial report for Luxi Chemical shows total revenue of 7.29 billion yuan, a year-on-year increase of 7.96%, while net profit attributable to shareholders decreased by 27.30% to 413 million yuan [1] - The company has a current ratio of 0.307, a quick ratio of 0.115, and a debt-to-asset ratio of 46.73% [1] Group 2 - Luxi Chemical Group Co., Ltd. was established in 1998 and is primarily engaged in the manufacturing of chemical raw materials and products [2] - The company has made investments in 36 enterprises and participated in 2,041 bidding projects [2] - Luxi Chemical holds 4 trademark registrations and 138 patents, along with 473 administrative licenses [2]

天眼查商业履历信息显示，嘉必优生物技术(武汉)股份有限公司，成立于2004年，位于武汉市，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16830.912万人民币，实缴资本9000万人 民币。公司法定代表人为易德伟。 通过天眼查大数据分析，嘉必优生物技术(武汉)股份有限公司共对外投资了14家企业，参与招投标项目 19次，知识产权方面有商标信息284条，专利信息304条，此外企业还拥有行政许可105个。 来源：金融界 金融界消息 截至2025年8月5日收盘，嘉必优（688089）报收于27.79元，上涨0.4%，换手率2.26%，成 交量3.81万手，成交金额1.06亿元。 资金流向方面，今日主力资金净流出2288.66万元，占比成交额21.67%。其中，超大单净流出603.84万 元、占成交额5.72%，大单净流出1684.82万元、占成交额15.96%，中单净流出流出531.98万元、占成交 额5.04%，小单净流入2820.64万元、占成交额26.71%。 嘉必优最新一期业绩显示，截至2025一季报，公司营业总收入1.56亿元、同比增长33.28%，归属净利润 4499.59万元，同比增长 ...

Group 1 - The resignation of non-independent director Li Ming due to personal reasons has been accepted, and he will continue to work for the company [1] - Li Ming's resignation does not affect the minimum number of directors required for the board, ensuring normal operations [1] - The board expresses gratitude for Li Ming's contributions during his tenure [1] Group 2 - Actual controller Li Xuan has released a pledge on 3,000,000 shares, reducing her pledged shares to zero [3] - The total pledged shares by the actual controllers amount to 25,520,000 shares, representing 54.44% of their holdings [3][6] - The pledged shares do not impact the company's operations or governance [6] Group 3 - The company's subsidiary, Yaan Tianlan New Materials Technology Co., Ltd., has had part of its bank accounts frozen due to a contract dispute [7][8] - A total of 33,841,621.20 RMB has been frozen, which is 2.31% of the company's latest audited net assets [9] - The company maintains that the freezing of accounts does not significantly affect its daily operations or financial stability [9][10]