Group 1 - The company plans to establish a wholly-owned subsidiary, Guangdong Pulite New Materials Co., Ltd., with a registered capital of 200 million yuan to enhance market competitiveness and accelerate strategic development [2] - The company intends to invest in the construction of a headquarters and R&D manufacturing base for modified plastic materials in Nansha, Guangdong, focusing on high-performance composite materials such as modified PP, ABS, PA, PC, PEEK, PPS, LCP, and carbon fiber reinforced materials [2] - The board of directors approved the termination of the investment project for sodium-ion and lithium-ion battery production in Liuyang, Hunan, due to changes in the macro environment and intensified competition in the lithium battery industry [2] Group 2 - The board meeting was held on June 25, 2025, with all members ensuring the accuracy and completeness of the announcement [1] - The company has a stable and mature market in Guangdong, with quality upstream and downstream resources, making it an ideal location for the South China market [1] - A second temporary shareholders' meeting is scheduled for July 17, 2025, to review the board's resolutions [2]

广州鹿山新材料股份有限公司 公开发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》 （以下简称"《管理办法》"） 《广 州鹿山新材料股份有限公司公开发行可转换公司债券受托管理协议》（以下简称 "《受托管理协议》"） 《广州鹿山新材料股份有限公司公开发行可转换公司债券募 集说明书》（以下简称"《募集说明书》"）《广州鹿山新材料股份有限公司 2024 年年度报告》等相关公开信息披露文件、第三方中介机构出具的专业意见等，由 本期债券受托管理人中信证券股份有限公司（以下简称"中信证券"）编制。中 信证券对本报告中所包含的从上述文件中引述内容和信息未进行独立验证，也不 就该等引述内容和信息的真实性、准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为中信证券所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，中信证 券不承担任何责任。 第一节 本期债券情况 一、核准文件及核准规模 本次公开发行可转 ...

法律意见书 浙江天册律师事务所 关于 中策橡胶集团股份有限公司 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于 中策橡胶集团股份有限公司 法律意见书 编号：TCYJS2025H1075 号 法律意见书 一、本次股东大会召集、召开的程序 （一）经本所律师核查，公司本次股东大会由董事会提议并召集，召开本 次股东大会的通知已于 2025 年 6 月 11 日在指定媒体及上海证券交易所网站 上公告。 （二）本次股东大会采取现场投票与网络投票相结合的方式。 根据本次股东大会的会议通知，本次股东大会现场会议召开的时间为 策橡胶集团股份有限公司 A802。经本所律师的审查，本次股东大会现场会议 召开的实际时间、地点与本次股东大会的会议通知中所告知的时间、地点一致。 通过上海证券交易所交易系统投票平台进行网络投票的具体时间为 2025 年 6 月 30 日 9:15-9:25，9:30-11:30，13:00-15:00。通过上海证券交易所股东大 会互联网投票平台的投票时间为 2025 ...

【DT新材料】 获悉， 6月30日， 普利特 宣布，公司与 广州南沙经济技术开发区投资促进局 签订投资合作协议，将在广州市南沙区投资建设普利特塑 料改性材料华南总部及研发制造基地项目。 该项目总投资10亿元，年产能预计达40万吨， 分两期建设：一期聚焦 汽车线改性塑料产品 ，包括 改性聚丙烯（PP）、聚酰胺（PA）、丙烯腈-丁二 烯-苯乙烯塑料（ABS）和聚碳酸酯（PC）合金 类的塑料改性等等；二期则重点布局高端新材料，包括改性聚醚醚酮（PEEK）、聚苯硫醚（PPS）、 液晶聚合物（LCP）及碳纤维增强材料等， 主要面向低空经济及人形机器人等新兴领域 。 其中，二期项目的新材料尤其引人关注——PEEK、PPS、LCP和碳纤维增强材料在 人形机器人领域都 具有重要的应用潜力： 点击扩展阅读： 盘点人形机器人背后的九种化工新材料 当前，普利特在全球已布局 11 个新材料生产制造基地，其中在建基地 5 个，预计年产能达到 71 万吨 ， 其中，改性材料的设计产能为 48万吨/年 ，近 期产能扩张包括： 天津新材料工厂 （预计2025年底投产，新增15万吨/年）、 武汉工厂 （2024年9月投产）及 泰国工厂 （20 ...

浙江锦盛新材（300849）料股份有限公司（以下简称"锦盛新材"）近日发布的公告显示，公司于6月27 日收到证监会下发的《立案告知书》，因公司涉嫌信息披露违规违法，证监会决定对公司立案。 6月30日，锦盛新材二级市场股价下跌，收盘报13.18元/股，跌幅为20.02%，市值缩水至19.77亿元。6月 30日，《证券日报》记者以投资者身份致电锦盛新材证券部，公司人士回复称，经自查，公司被立案调 查与日前追认的关联交易事项有关。 关联交易"迟到"追认 2025年4月29日，锦盛新材发布关于追认关联交易的公告显示，2021年12月份，锦盛新材与浙江宏祥建 设工程有限公司（以下简称"宏祥建设"）签订《建设工程施工合同》，合同金额为1.18亿元，后因工程 量变动又于2022年12月份签署了补充协议，合同金额增加至1.5亿元。 宏祥建设将该项目交由锦盛新材实控人阮荣涛的侄子阮钟炎承包，其中宏祥建设负责工程安全质量保证 及资金进出管理，阮钟炎负责项目的具体施工。考虑实质重于形式的原则，锦盛新材追认前述交易为关 联交易。 据悉，双方签署合同的项目为"年产6000万套化妆品包装容器建设项目"，该项目是由公司2020年上市时 的 ...

Company Announcements - Jihua Group's existing product system does not involve brain-computer interface related fields [1] - Prit's plan to invest 1 billion yuan to build a plastic modification materials headquarters and R&D manufacturing base in South China [1][2] - Lian De Equipment won a contract worth 157 million yuan for BOE's 8.6 generation AMOLED production line project [1][2] - Jiadu Technology plans to issue shares (H-shares) overseas and list on the Hong Kong Stock Exchange [1][2] - Longdi Group intends to acquire no more than 20.1667% equity in Jujia Technology [1][4] - New Zhonggang plans to repurchase shares worth 40 million to 80 million yuan [1][4] - Xiaogoods City expects a net profit increase of 12.57% to 17.40% in the first half of the year [1][4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials through block trading [1][4] - Lihua Co., Ltd. intends to reduce its holdings by no more than 3.00% [1][4] - Zhimin Da plans to raise no more than 213 million yuan through a private placement [1][5] - Xiangtong Co. plans to issue corporate bonds not exceeding 4 billion yuan [1][5] Performance Forecasts - Hanyu Pharmaceutical expects a half-year profit of 142 million to 162 million yuan, turning a profit compared to the previous year [4] - Taotao Automotive anticipates a net profit increase of 70.34% to 97.81% in the first half of the year [4] - Weichai Heavy Machinery expects a net profit increase of 40% to 60% in the first half of the year [4] Shareholding Changes - Lihua Co., Ltd.'s actual controller Cheng Lili and his concerted actors plan to reduce their holdings by no more than 3.00% [4] - He Shi Eye Hospital's Advanced Manufacturing Fund plans to reduce its holdings by no more than 2% [4] - Haitan Ruisheng's shareholder He Lin and his concerted actors plan to reduce their holdings by no more than 2.9463% [4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials [4] Other Announcements - Zhimin Da plans to raise no more than 213 million yuan through a private placement [5] - Yuyuan Co. plans to issue corporate bonds not exceeding 40 billion yuan [5] - Jinhongshun has terminated the planning of a major asset restructuring [5]

Group 1 - The company, Prit, announced an investment of 1 billion yuan to establish a headquarters and R&D manufacturing base for modified plastic materials in Nansha District, Guangzhou [1] - The project is expected to have an annual production capacity of 400,000 tons [1]

印尼贸易部长：放宽进口措施涵盖林业产品、塑料材料和部分化肥。 ...

"塑料外卖盒可能会致癌""外卖盒盛放60℃以上的食物时会释放有害物质"……近日，有媒体机构和自媒 体博主在视频平台发布针对塑料制品的误导性信息和不准确的言论。真相究竟如何？记者进行了相关采 访调查。 王占杰在接受记者采访时表示，塑料加工业作为国民经济的重要支柱产业之一，是优质传统产业、重要 民生产业，也是国家新兴产业和未来产业的基础产业及组成部分。目前，我国塑料加工业已形成门类齐 全、独立完整的制造业体系，在国民经济中占有重要地位。塑料制品具有质轻、耐腐蚀、绝缘性好、易 加工、节能降碳等特点，在国际和国内的工业、农业、建筑、家电、医疗、5G通信、汽车、新能源建 设、航空航天、国防建设等领域得到了广泛应用，为国民经济的发展和人民美好生活做出了诸多重要的 贡献。可以说，人们不可能完全拒绝塑料制品。 浙江大学高分子科学与工程学系博士生导师郑强表示，"客观地讲，若不被当作价廉物美的一次性制品 使用，尤其是使用后不被随意丢弃，能够真正做到严格分类回收，那么'白色污染'的污名就不会扣到一 次性塑料制品头上。" 正如郑强所说，因为塑料化学性质相对稳定，在我们使用的时候，赞叹它"轻便耐用"，在我们遗弃它后 同样也会埋怨它"难 ...

Core Insights - The global PVC market is experiencing a significant supply surplus due to increased supply, weak demand, and rising international trade protectionism [2][3] - The imbalance in supply and demand is pressuring PVC prices and pushing many producers, especially in the U.S., towards unsustainable profit margins [2][4] - The U.S. is facing a dramatic shift in trade patterns, with anti-dumping measures from multiple countries hindering its traditional role as a major PVC exporter [3][5] Supply and Demand Dynamics - The current global PVC supply far exceeds demand, necessitating rationalization of production capacity [5] - Despite a projected 8% growth in domestic PVC demand in the U.S. for 2024, the local market is insufficient to absorb existing production capacity [5] - The ongoing expansion in East Asia, the Middle East, and South Asia is contributing to increased production capacity, which is not supported by demand growth expectations [5] Trade and Regulatory Environment - Anti-dumping measures are reshaping global PVC trade flows, particularly affecting U.S. exports to Europe and other key markets [3] - Recent increases in import tariffs, such as Brazil's PVC tariff rising from 8.2% to 43.7%, pose significant challenges for U.S. producers [3] - The European and UK markets are tightening access to U.S. PVC, effectively closing doors to American exports [3] Cost Structure and Profitability - European and Asian integrated PVC producers have total costs that are 20% to 30% higher than those of U.S. producers, primarily due to differences in natural gas and electricity prices [4] - Current global PVC spot prices are below the production costs for many companies, indicating unsustainable profitability across the industry [4] - The only recent positive aspect in the PVC market has been temporary shipping arbitrage opportunities due to disruptions in the Red Sea [4]