海外两套装置重启,开工近六年同比最低 2025/11/25 | | 董丹丹 | 杨家明 | 杨晓宇 | 投资咨询业务资格: | | --- | --- | --- | --- | --- | | | 从业资格号:F03142141 | 从业资格号:F3046931 | 从业资格号:F03086737 | 证监许可【2012】669号 | | 份 | 投资咨询号:Z0021744 | 投资咨询号:Z0015448 | 投资咨询号: Z0020561 | | | 4 | | | | | | | 陈子昂 | 尹伊君 | 李云旭 | 杨黎 | | | 从业资格号:F03108012 | 从业资格号:F03107980 | 从业资格号:F03141405 | 从业资格号:F03141405 | | | 投资咨询号: Z0021454 | 投资咨询号: Z0021451 | 投资咨询号:Z0021671 | 投资咨询号:Z0021671 | | | | | | 扫描_凝响 状联更多预讲资料 | 最新数据: 苯乙烯国内非一体化利润 苯乙烯国内开工 3500 =2020 -- 2021 -- 2023 -- 2025 202 ...

Core Points - The company held a third-quarter performance briefing for 2025 to communicate with investors about its financial results and related matters [1][5] - The meeting took place on November 24, 2025, from 9:00 to 10:00 AM via the Shanghai Stock Exchange's online roadshow center [2] - Key participants included the company's chairman, vice general manager, financial officer, independent director, and board secretary [3] Meeting Details - The meeting was conducted in an interactive online format, allowing investors to engage with the management team [4] - Detailed minutes of the meeting can be found on the Shanghai Stock Exchange website [5]

Group 1 - The anhydride market is experiencing a significant downturn, with prices reaching a four-year low of 5700 yuan per ton, indicating a persistent low-level trend due to unresolved supply-demand contradictions [1][2] - The traditional peak season of "Golden September and Silver October" has failed to boost market performance, with prices dropping below 5900 yuan in October, marking a decline of over 1000 yuan compared to the same period in 2024 [2] - Increased supply is identified as the core factor behind the sluggish anhydride market, with new production capacities contributing to a total of 163,000 tons per year for neighboring anhydride and 172,000 tons per year for naphthalene anhydride, leading to weakened bargaining power for producers [2][3] Group 2 - A reversal in profitability has been observed between neighboring and naphthalene anhydride, with neighboring anhydride moving from a loss of 300-500 yuan to a break-even state due to increased supply of ortho-xylene [3] - Naphthalene anhydride, despite some recovery in profits, remains in a state of loss exceeding 900 yuan, with overall industry operating rates dropping to 40%-50% [3] - The anhydride industry is expected to enter a deep adjustment period, with low operating rates and the permanent exit of some outdated capacities potentially providing limited space for profit recovery [3] Group 3 - Demand for anhydride remains weak, with downstream industries such as plasticizers and unsaturated resins showing slow recovery and maintaining only minimal purchasing needs [4] - The main downstream product, DOP, faces challenges from increasing substitutes and declining demand, leading to low operational loads and continuously falling prices [4] - The unsaturated resin market is also under pressure, with operating rates around 36% and limited potential for price recovery, further contributing to the downward trend in the anhydride market [4]

Core Viewpoint - Yunwei Co., Ltd. has experienced a decline in shareholder numbers and financial performance, indicating potential challenges ahead for the company [2] Group 1: Shareholder Information - As of November 20, the number of shareholders for Yunwei Co., Ltd. was 31,900, a decrease of 2,300 from the previous period (November 10), representing a decline of 6.73% [2] - This marks the third consecutive period of decline in the number of shareholders [2] Group 2: Stock Performance - The latest stock price for Yunwei Co., Ltd. is 3.64 yuan, reflecting an increase of 0.28% [2] - Since the concentration of shares began, the stock price has cumulatively decreased by 8.31%, with 5 days of increases and 5 days of decreases in the trading period [2] Group 3: Financial Performance - For the first three quarters, Yunwei Co., Ltd. reported total operating revenue of 443 million yuan, a year-on-year decrease of 19.62% [2] - The company recorded a net loss of 17.31 million yuan, a significant decline of 90.01% year-on-year [2] - The basic earnings per share stood at -0.0141 yuan [2]

格隆汇11月25日｜新宙邦在互动平台表示，公司通过投资石磊氟材料完成对六氟磷酸锂的布局，石磊氟 材料现有六氟磷酸锂产能为2.4万吨/年，当前公司六氟磷酸锂整体自供比例为50%-70%，这一体量能够 较好地满足公司现阶段电解液生产的主要需求，剩余部分通过与长期合作伙伴采购补充，既保障了供应 链稳定性，也实现了成本优化，便于灵活应对市场波动。待2025年底石磊氟材料完成技改后六氟磷酸锂 自供率有望维持在现有水平并适度提升，平衡成本控制与外部合作关系。 ...

证券代码：000422 证券简称：湖北宜化 公告编号：2025-131 湖北宜化化工股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 关于控股股东对部分子公司增资暨关联交易的进展公告 2025年11月24日 近日，与本次增资事项相关的工商登记工作已全部办理完毕，内蒙宜化、青海宜化、磷化工公司已分别 取得由市场监督管理部门换发的《营业执照》。内蒙宜化注册资本变更为142,857.14万元，公司对内蒙 宜化持股比例变更为70%；青海宜化注册资本变更为114,285.71万元，公司对青海宜化持股比例变更为 69.3%，内蒙宜化对青海宜化持股比例变更为0.7%；磷化工公司注册资本变更为98,359.37万元，公司对 磷化工公司持股比例变更为87.43%。本次变更后，内蒙宜化、青海宜化、磷化工公司仍为公司控股子 公司。 特此公告。 湖北宜化化工股份有限公司 董 事 会 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 湖北宜化化工股份有限公司（以下简称"公司"）于2025年10月24日召开的第十届董事会第五十四次会 议、2025年11月10日召开的2025年 ...

Group 1 - Longbai Group (SZ 002601) held its 24th meeting of the 8th board of directors on November 23, 2025, discussing the proposal for organizational structure adjustment [1] - For the first half of 2025, Longbai Group's revenue composition was 95.34% from the chemical raw materials and chemical products manufacturing industry, with other businesses contributing 4.58% [1] - As of the report date, Longbai Group's market capitalization was 41.9 billion yuan [1] Group 2 - Dapeng Industrial's strategic placement benefited insiders, with a subscription price of 9 yuan and a first-day listing price of 118 yuan, resulting in a paper profit of 24.92 million yuan for the actual controller and his brother [1]

Core Viewpoint - The company has approved the acquisition of assets from a related party for the purpose of project development, which is expected to have a positive impact on its growth [1] Group 1: Acquisition Details - The company will acquire assets from Longbai New Materials, a subsidiary of Longbai Group, for a total cash consideration of 66.5743 million yuan [1] - The assets include two pieces of land, four buildings, and five structures, with no mortgage restrictions [1] Group 2: Financial Performance of Target - Longbai New Materials is projected to generate revenue of 46.655 million yuan and a net loss of 129 million yuan in 2024 [1] - For the period from January to September 2025, the expected revenue is 111 million yuan with a net loss of 49.8565 million yuan [1] Group 3: Funding and Impact - The acquisition will be funded through the company's own resources or self-raised funds [1] - The transaction is deemed fair in pricing and is anticipated to positively influence the company's development [1]

Core Viewpoint - The company is currently in the trial production phase of electronic specialty gases, specifically electronic-grade hydrogen chloride and electronic-grade ammonia [1] Group 1 - The company's wholly-owned subsidiary, Tangshan Sanyou Electronic Chemicals Co., Ltd., is responsible for the development of electronic specialty gases [1] - The electronic specialty gases being developed are crucial for various applications in the electronics industry [1]

合盛硅业公告称，近日接到控股股东合盛集团通知，其于11月21日质押50万股，占其所持股份0.10%， 占公司总股本0.04%，融资用于补充流动资金。截至公告日，合盛集团直接持有公司股份4.87亿股，占 总股本41.16%，累计质押2.41亿股，占其所持股份49.61%，占总股本20.42%。合盛集团及其一致行动人 罗立国、罗燚、罗烨栋合计持股占总股本73.52%，累计质押股份占其合计持股49.74%，占总股本 36.56%。质押风险可控，不存在控制权变更风险。 ...