格隆汇11月24日丨奥克股份(300082.SZ)在互动平台表示，公司生产的碳酸酯系列产品用于锂电池电解 液溶剂，暂未用于固态电池领域。 ...

Core Viewpoint - Satellite Chemical emphasizes that stock price fluctuations are influenced by various factors and reaffirms its commitment to green and low-carbon development while focusing on creating a competitive chemical new materials industry chain [2] Group 1 - The company is dedicated to using light hydrocarbons as raw materials to build a competitive chemical new materials industry chain [2] - Continuous efforts are made to enhance the supply chain by supplementing, extending, and strengthening it [2] - Increased investment in research and development is aimed at improving core competitiveness and generating good returns for investors [2]

Core Insights - The company is currently accelerating the construction of the Jingmen project, with most of the equipment installation completed and expected to begin debugging by the end of the year [2] - Trial production is anticipated to start in the first quarter of 2026, with actual developments subject to confirmation [2] - For detailed information regarding the investment scale, production capacity, and expected benefits of the Jingmen project, the company refers to its previously disclosed announcement regarding the use of part of the raised funds for the functional high polymer material project [2]

Core Viewpoint - Satellite Chemical stated that stock price fluctuations are influenced by various factors including macroeconomic conditions, industry policies, and market sentiment [2] Company Focus - The company continues to focus on its operations and strives to create good returns for investors [2]

Core Viewpoint - The company announced the initiation of the Tianjin nylon new materials project, which is set to enhance its competitiveness in the new materials sector by integrating the entire production chain from "adiponitrile - hexamethylenediamine - nylon 66" [2] Group 1 - The project commenced pile foundation construction on September 24, 2025 [2] - The project is expected to be completed by 2027, following successful small-scale and pilot technology validations [2] - The completion of this project will further improve the company's new materials segment layout [2]

湖北宜化公告称，此前公司控股股东湖北宜化集团对控股子公司内蒙宜化、青海宜化、磷化工公司现金 增资10亿元的议案已获审议通过。近日，相关工商登记工作办理完毕，三家子公司已取得新《营业执 照》。增资后，内蒙宜化注册资本变为142,857.14万元，公司持股70%；青海宜化注册资本变为 114,285.71万元，公司持股69.3%，内蒙宜化持股0.7%；磷化工公司注册资本变为98,359.37万元，公司 持股87.43%。三家子公司仍为公司控股子公司。 ...

Core Viewpoint - Xiangtan Electric Chemical has experienced a significant decrease in the number of shareholders, indicating a potential shift in investor sentiment and market dynamics [2] Shareholder Information - As of November 20, the number of shareholders for Xiangtan Electric Chemical was 64,036, a decrease of 12,069 from the previous period (November 10), representing a decline of 15.86% [2] Stock Performance - The latest stock price for Xiangtan Electric Chemical is 13.46 yuan, reflecting a decrease of 3.86%. Since the concentration of shares began, the stock has cumulatively dropped by 13.88%, with 4 days of increase and 6 days of decrease, including one instance of hitting the daily limit down [2] Financing Data - As of November 21, the margin trading balance for the stock was 570 million yuan, with a financing balance of 569 million yuan. During the current concentration period, the financing balance increased by 24.37 million yuan, marking a growth of 4.48% [2] Financial Performance - According to the third-quarter report, the company achieved a total operating revenue of 1.402 billion yuan, representing a year-on-year growth of 1.36%. However, net profit decreased by 35.56% to 157 million yuan, with basic earnings per share at 0.2500 yuan and a weighted average return on equity of 5.17% [2]

交易咨询业务资格：证监许可【2012】1091号 纯碱早报 2025-11-24 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 每日观点 纯碱： 1、基本面：碱厂产量高位，远兴二期年前预期投产，整体供给预期充裕；下游浮法玻璃、光伏日 熔量整体延续下滑趋势，纯碱厂库处于历史同期高位；偏空 2、基差：河北沙河重质纯碱现货价1135元/吨，SA2601收盘价为1170元/吨，基差为-35元，期货升 水现货；偏空 3、库存：全国纯碱厂内库存164.44万吨，较前一周减少3.68%，库存在5年均值上方运行；偏空 4、盘面：价格在20日线下方运行，20日线向下；偏空 5、主力持仓：主力持仓净空，空减；偏空 6、预期：纯碱基本面疲弱，短期预计震荡偏空运行为主。 影响因素总结 利多： 1、设备问题导致企业减量检修，纯碱供应恢复较慢。 利空： 1、23年以来 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司生产的锂电池添加剂主要是什么产品？目前 是满产满销的吗？有没有扩产计划？ 万润股份（002643.SZ）11月24日在投资者互动平台表示，公司关注并布局了一些具有一定技术特点且 适合公司开发的新能源电池用电解液添加剂，目前公司新能源电池用电解液添加剂材料已实现产品供 应，具体产品可以关注公司子公司海川化学的官网，目前产能可以满足市场需求。公司中节能万润（蓬 莱）新材料一期建设项目中包含新能源电池用电解液添加剂产能规划。 （文章来源：每日经济新闻） ...

证券代码：002001 证券简称：新和成 6、公司全氟己基辛烷项目进展情况？ 答：公司年产 45 吨全氟己基辛烷、15 吨全氟丁基戊烷项 目已具备生产能力，两款产品是治疗干眼症药物的重要原料药， 已取得药品注册。 7、公司草铵膦和精草铵膦的进展情况如何？ 4、公司在新材料板块的布局？公司对 PPS 业务有哪些发展 规划？ 答：公司致力于成为新材料行业的生力军，重点发展高性能 聚合物及关键中间体，适度发展材料下游应用，目前主要产品包 括聚苯硫醚（PPS）、高温尼龙（PPA）、IPDA、HDI、IPDI 等， 产品性能和品质可以达到国际先进水平。PPS 具有机械强度高、 耐高温、耐化学药品性、热稳定性好、电性能优良、耐辐射和阻 燃等优点，在新能源、半导体、高端制造等领域的需求增长显著， 公司 PPS 报批 3 万吨，公司 PPS 现有产能 2.2 万吨，后续公司将 结合公司战略规划和市场发展态势，稳步有序推进扩建产能项目 建设。 5、公司香料板块主要有哪些产品，增长动力在哪里？ 答：目前公司香精香料板块主要生产芳樟醇系列、柠檬醛系 列、叶醇系列、二氢茉莉酮酸甲酯、薄荷醇等多种香料，被广泛 应用于个人护理、家庭护理 ...