该项目是青海宜化推动绿色发展和资源循环利用的关键举措，项目自开工到试车仅用时135天，目前装 置运行平稳，各项技术参数稳定可控，日处理能力达到设计要求。该项目采用国内先进的稀硫酸真空浓 缩技术，以中压蒸汽为热源，将电解工段产生的稀硫酸浓缩后循环使用，实现危险废物减量化、资源 化。 下一步，青海宜化将坚持以智能化绿色化技术改造为重要抓手，持续加大新技术、新工艺、新设备的引 用，不断培育壮大绿色发展新动能。 中化新网讯 近日，青海宜化化工有限责任公司稀硫酸提浓项目一次性开车成功，目前运行效果良好， 各项指标均达到预期，为企业减污扩绿再添新动能。 ...

企查查APP显示，近日，广西兴欣新材料有限公司成立，注册资本1亿元，经营范围包含：生态环境材料制造；生态环境材料销售；专用化学产品制造（不 含危险化学品）等。企查查股权穿透显示，该公司由兴欣新材（001358）等共同持股。 | F.B.B. K.B. | 广西兴欣新材料有限公司 全国企业信用查询 | | (x) 查一下 | | --- | --- | --- | --- | | 基本信息 19 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 王键 | 登记状态 | 存续(在营、开业、 | | | | 注册资本 | 10000万元 | | 组织机构代码 | MAERQ4B3-4 | 工商注册号 | 450000000954986 | | 企业类型 | 其他有限责任公司 | 营业期限 | 2025-08-01 至 无固շ | | 人员规模 | | 参保人数 | | | 所属地区 | 广西壮族自治区钦州市钦南区 | 登记机关 | 中国—马来西亚钦州 | | 国标行业 | 化学原料和化学制品制造业 (C26) | 英文名 | Guangxi Xingxin Nev | | 注册地址 | 中国（广西） ...

德州运河恒升化工产业园加速智慧园区建设，全面推动"智改数转网联"，运用安全生产大数据智能分 析、安全生产场景全覆盖、全场景三维可视化、智能AI识别、智慧应急动态感知等新技术新模式，建 设了园区安全环保应急管控平台，让安全环保风险防控有了"智慧芯"。平台建设均属于省内领先水平， 走在全省"安全生产+互联网"建设前列，园区也因此获评省级数字经济园。 数据交换共享 应用相互融合 近年来，伴随着园区配套设施的日益完善、产业链的不断延长，入驻企业逐年增多，常年项目不断。为 进一步提升园区运营效率、确保园区安全绿色发展，2018年，园区建设安全环保应急管控平台。 "该平台的建设，以环境风险管控为核心，将环保、安全、应急、节能、封闭管理进行一体化管控。"园 区服务部部长秦基尧表示，平台融合三维空间技术、物联网技术、大数据分析技术、智能语音识别技术 等信息技术，包含七大核心子系统，分别是安全基础管理、重大危险源安全管理、"双重预防机制"、特 殊作业管理、封闭化管理、敏捷应急、数据分析系统。子系统之间数据交换共享、应用相互融合，消除 信息孤岛，实现了安全、环保、应急等一体化管控。 重大危险源安全管理子系统接入企业重大危险源、环 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The overall view on PVC is influenced by multiple factors, with supply pressure increasing and demand potentially remaining weak. The PVC2509 is expected to fluctuate within the range of 4960 - 5070 [9]. - The main logic is that the overall supply pressure is strong, and the recovery of domestic demand is sluggish [14]. - The bullish factors include supply resumption, cost support from calcium carbide and ethylene, and export advantages. The bearish factors are the rebound in overall supply pressure, high - level and slow - consumption inventory, and weak domestic and foreign demand [13]. 3. Summary According to the Directory 3.1 Daily Views - **Fundamentals**: The fundamentals are bearish. In July 2025, PVC production was 2.00461 million tons, a 0.67% month - on - month increase. This week, the sample enterprise capacity utilization rate was 76.84%, with no change from the previous week. Calcium carbide - based enterprise production was 324,580 tons, a 4.06% decrease, and ethylene - based enterprise production was 127,700 tons, a 12.82% increase. The downstream overall开工率 was 42.05%, slightly increased, but still below the historical average. The cost of calcium carbide - based and ethylene - based production increased, and production scheduling may be under pressure [6]. - **Basis**: On August 1, the price of East China SG - 5 was 4,980 yuan/ton, and the basis of the 09 contract was - 35 yuan/ton, with the spot at a discount to the futures, showing a neutral situation [11]. - **Inventory**: Factory inventory was 345,340 tons, a 3.28% decrease. Calcium carbide - based factory inventory was 269,190 tons, a 3.12% decrease, and ethylene - based factory inventory was 76,150 tons, a 3.85% decrease. Social inventory was 448,000 tons, a 4.91% increase. The inventory - to - production days of production enterprises was 5.8 days, a 3.33% decrease, presenting a bearish situation [11]. - **Market Trend**: MA20 was upward, and the futures price of the 09 contract closed below MA20, showing a neutral situation [11]. - **Main Position**: The main position was net short, and the short position increased, presenting a bearish situation [11]. 3.2 PVC Market Overview - The report presents yesterday's PVC market data, including prices, spreads, inventory, and downstream开工率 of different types of PVC enterprises [17]. 3.3 PVC Futures Market - **Basis Trend**: The report shows the historical basis trend of PVC futures, which helps to understand the relationship between the spot and futures prices [19]. - **Spread Analysis - Main Contract Spread**: It shows the historical spread trends of different main contracts of PVC futures, providing information for spread trading analysis [25]. 3.4 PVC Fundamental Analysis - **Calcium Carbide - Based Raw Materials**: - **Lanthanum Carbon**: It includes the price, cost - profit,开工率, and inventory trends of lanthanum carbon [29]. - **Calcium Carbide**: It shows the price, cost - profit,开工率, and maintenance loss of calcium carbide [32]. - **Liquid Chlorine and Raw Salt**: It presents the price, production, and inventory trends of liquid chlorine and raw salt [34]. - **Caustic Soda**: It includes the price, cost - profit,开工率, production, and inventory of caustic soda [36]. - **Supply Trend**: It shows the capacity utilization rate, profit, daily production, weekly maintenance volume, and weekly production of calcium carbide - based and ethylene - based PVC [40]. - **Demand Trend**: It includes the daily sales volume of traders, weekly pre - sales volume, weekly production - sales ratio, apparent consumption, downstream average开工率, and开工率 of different downstream products of PVC. It also shows the real - estate investment, construction area, new construction area, sales area, and completion area, as well as social financing scale, M2 increment, local government special bond issuance, and infrastructure investment data [44]. - **Inventory**: It presents the exchange warehouse receipts, calcium carbide - based and ethylene - based factory inventory, social inventory, and production enterprise inventory days [60]. - **Ethylene - Based**: It includes the import volume of vinyl chloride and dichloroethane, PVC export volume, FOB spread of ethylene - based PVC, and import spread of vinyl chloride [62]. - **Supply - Demand Balance Sheet**: It shows the monthly supply - demand trends of PVC, including import, production, factory inventory, social inventory, demand, and export [66].

通过天眼查大数据分析，安徽国风新材料股份有限公司共对外投资了12家企业，参与招投标项目5000 次，知识产权方面有商标信息9条，专利信息558条，此外企业还拥有行政许可21个。 来源：金融界 金融界消息 截至2025年8月1日收盘，国风新材（000859）报收于6.7元，下跌0.59%，换手率1.31%，成 交量11.78万手，成交金额7896.71万元。 资金流向方面，今日主力资金净流出1335.82万元，占比成交额16.92%。其中，超大单净流出795.36万 元、占成交额10.07%，大单净流出540.45万元、占成交额6.84%，中单净流出流入550.04万元、占成交 额6.97%，小单净流入785.78万元、占成交额9.95%。 国风新材最新一期业绩显示，截至2025一季报，公司营业总收入4.88亿元、同比减少1.43%，归属净利 润2408.17万元，同比增长2.48%，扣非净利润2669.18万元，同比增长1.52%，流动比率1.266、速动比率 1.014、资产负债率35.75%。 天眼查商业履历信息显示，安徽国风新材料股份有限公司，成立于1998年，位于合肥市，是一家以从事 化学原料和化学制 ...

天眼查商业履历信息显示，广州集泰化工股份有限公司，成立于2006年，位于广州市，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39000万人民币，实缴资本34288.5492万人民币。 公司法定代表人为邹珍凡。 通过天眼查大数据分析，广州集泰化工股份有限公司共对外投资了19家企业，参与招投标项目347次， 知识产权方面有商标信息60条，专利信息300条，此外企业还拥有行政许可38个。 来源：金融界 金融界消息 截至2025年8月1日收盘，集泰股份（002909）报收于6.14元，上涨0.49%，换手率2.09%， 成交量7.95万手，成交金额4875.18万元。 资金流向方面，今日主力资金净流出1387.18万元，占比成交额28.45%。其中，超大单净流出1085.93万 元、占成交额22.27%，大单净流出301.24万元、占成交额6.18%，中单净流出流入379.78万元、占成交 额7.79%，小单净流入1007.39万元、占成交额20.66%。 集泰股份最新一期业绩显示，截至2025一季报，公司营业总收入2.45亿元、同比增长7.42%，归属净利 润530.36万元，同比增长45.96% ...

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - For PTA, last week some PTA plants reduced production or stopped operations, and the supply - demand pattern was acceptable. However, major suppliers actively sold goods, leading to a weak operation of the PTA spot basis. With a cooling macro - atmosphere, commodity price corrections, insufficient cost - end support, and weak off - season demand from downstream terminals, it is expected that the PTA spot price will fluctuate in the short term. Also, the PTA processing margin was once compressed below 200, and attention should be paid to whether there will be new changes in PTA plants under continuously low processing fees [5]. - For MEG, on Friday, the price center of ethylene glycol declined weakly and market negotiations were stalemated. The in - port delay of ships was obvious this week due to weather factors, and it is expected that the visible inventory will still decline on Monday. Recently, the ethylene glycol operating rate has rebounded to around 69%. After the restart and production of Phase II 1 of Zhejiang Petrochemical and Xinjiang Guanghui, there is still room for an increase in domestic production. Fundamentally, the supply - demand of ethylene glycol will shift to inventory accumulation, and the available spot in the market will gradually become more abundant. It is expected that the price center of ethylene glycol will be adjusted weakly in the short term, and subsequent attention should be paid to cost - end changes [7]. Summary by Directory 1. Previous Day's Review - Not provided in the given content 2. Daily Tips PTA - **Fundamentals**: On Friday, the trading atmosphere improved. There were transactions for mid - and early - August at a discount of 10 - 15 to the 09 contract, with the price negotiation range around 4720 - 4780. For late - August, the mainstream was at a discount of 10 to the 09 contract, and some were slightly lower. There were transactions for mid - September at a premium of 0 - 2 to the 09 contract. The mainstream spot basis today is at a discount of 13 to the 09 contract [6]. - **Basis**: The spot price is 4740, and the basis of the 09 contract is - 4, with the futures price at a premium. It is neutral [6]. - **Inventory**: The PTA factory inventory is 3.82 days, a decrease of 0.17 days compared to the previous period. It is bullish [6]. - **Market Chart**: The 20 - day moving average is downward, and the closing price is below the 20 - day moving average. It is bearish [6]. - **Main Position**: The net position is short, and short positions are increasing. It is bearish [6]. MEG - **Fundamentals**: On Friday, the price center of ethylene glycol declined weakly, and market negotiations were stalemated. The spot basis strengthened to a premium of 71 - 74 yuan/ton to the 09 contract. The intention of traders to follow up was weak. In the US dollar market, the center of the ethylene glycol outer market weakened slightly. Recent shipments were negotiated at around 522 - 525 US dollars/ton, and recent shipments were traded at around 521 - 523 US dollars/ton, with some traders participating in sales. The negotiation ranges for domestic and foreign market transactions were 4465 - 4494 yuan/ton and 521 - 524 US dollars/ton respectively [7]. - **Basis**: The spot price is 4480, and the basis of the 09 contract is 75, with the futures price at a discount. It is neutral [7]. - **Inventory**: The total inventory in East China is 42.74 tons, a decrease of 4.14 tons compared to the previous period. It is bullish [7]. - **Market Chart**: The 20 - day moving average is upward, and the closing price is below the 20 - day moving average. It is bullish [7]. - **Main Position**: The main net position is short, and short positions are increasing. It is bearish [7]. 3. Today's Focus - Not provided in the given content 4. Fundamental Data PTA Supply - Demand Balance Sheet - From 2024 to 2025, the PTA production capacity, production, supply, demand, inventory, and other data showed different trends. For example, in 2025, the production capacity continued to increase, and the production and supply also changed with the load rate. The demand was affected by factors such as polyester production capacity and load rate [10]. Ethylene Glycol Supply - Demand Balance Sheet - From 2024 to 2025, the total operating rate, production, supply, demand, and port inventory of ethylene glycol also showed different trends. The production and supply were affected by the operating rate and new production capacity, while the demand was related to polyester production [11]. Price - **Spot Price**: The spot price of naphtha CFR Japan increased by 1.000 to 567.380 US dollars/ton; the spot price of p - xylene (PX) CFR Taiwan, China decreased by 1.000 to 842 US dollars/ton; the CCFEI price index of domestic PTA decreased by 80.000 to 4740 yuan/ton; the CCFEI price index of domestic ethylene glycol decreased by 5.000 to 4480 yuan/ton [12]. - **Futures Price**: The prices of TA01, TA05, TA09, EG01, EG05, and EG09 all changed to varying degrees. For example, TA01 decreased by 58.000 to 4782 yuan/ton [12]. - **Basis and Margin**: The basis of PTA and MEG contracts and the processing margin of PTA and the profit of MEG also changed. The PTA processing margin decreased by 244.269 to 195.21 yuan/ton [12]. 5. Impact Factor Summary - **Positive Factors**: Some PTA plants are planned for maintenance in August, and the supply - demand is expected to improve [8]. - **Negative Factors**: From the demand side, at the end of the rush - to - export period and in the off - season of domestic demand, the trend of weakening terminal demand is certain [8]. 6. Current Main Logic and Risk Points - The short - term commodity market is greatly affected by the macro - aspect. Attention should be paid to the cost end, and for the market rebound, attention should be paid to the upper resistance level [9].

Core Viewpoint - The successful startup of the electronic-grade sulfuric acid plant by Nanhua Company marks a significant step in its transformation and upgrade, showcasing the company's ability to innovate and adapt its long-standing operations to meet modern industry demands [1][2]. Group 1: Company Achievements - Nanhua Company has successfully launched its electronic-grade sulfuric acid plant, which is a key milestone in its transition towards high-end chemical production [1]. - The new plant utilizes proprietary technology for producing high-purity sulfuric acid, essential for the semiconductor industry, with a production capacity of 20,000 tons per year [2]. - The plant is an upgrade of an existing facility that dates back to 1936, highlighting the company's commitment to revitalizing traditional production methods through innovation [2]. Group 2: Industry Significance - Electronic-grade sulfuric acid is critical for microelectronics, as it effectively removes contaminants from semiconductor wafers, thus impacting the yield and reliability of electronic components [2]. - The company plans to expand its product offerings to include electronic-grade nitric acid, hydrochloric acid, and sodium hydroxide, aiming to establish a comprehensive high-end chemical industry chain [3]. - This expansion is expected to enhance the company's competitive edge in the market for UP-SS grade electronic chemicals, contributing to its high-quality transformation and development [3].

Core Viewpoint - Huarong Chemical is focusing on strengthening its technological advantages in the electronic chemicals sector and is making significant progress on the green preparation project for anhydrous aluminum chloride [1] Group 1: Project Development - The anhydrous aluminum chloride green preparation project is expected to complete small-scale testing by the end of 2024 [1] - The project has successfully passed compliance approvals, and the pilot testing is progressing steadily and accelerating towards industrialization [1] Group 2: Product Supply and Market Dynamics - The company has successfully achieved bulk product supply of G5 grade electronic hydrochloric acid to some leading manufacturers in the industry [1] - Due to the inherent cycle of market demand and customer validation, the release of sales increment will take time, and future performance contributions will gradually become apparent [1]

Core Viewpoint - Chenghe Technology has shown a net financing inflow of 16.32 million RMB last week, ranking 458th in the market, indicating a moderate interest from investors [1] Financing Data - Last week, Chenghe Technology had a total financing buy amount of 45.44 million RMB and a repayment amount of 29.12 million RMB [1] - Over the past 5 days, the main capital outflow was 10.78 million RMB, with a decline of 3.08% [1] - Over the past 10 days, the main capital outflow was 7.32 million RMB, with a decline of 1.18% [1] Company Profile - Chenghe Technology Co., Ltd. was established in 2002 and is located in Guangzhou, primarily engaged in the manufacturing of chemical raw materials and products [1] - The company has a registered capital of 1.35 billion RMB and a paid-in capital of 50 million RMB [1] - The legal representative of the company is Zhao Wenlin [1] Investment and Intellectual Property - Chenghe Technology has invested in 6 companies and participated in 505 bidding projects [1] - The company holds 8 trademark registrations and 48 patents, along with 40 administrative licenses [1]