甲醇聚烯烃早报 研究中心能化团队 2025/07/10 | 甲 醇 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 动力煤期 | | 江苏现货 华南现货 | 鲁南折盘 | 西南折盘面 | 河北折盘 | 西北折盘 | CFR中国 | CFR东南 | | 进口利润 主力基差 | 盘面MTO | | | 货 | | | 面 | | 面 | 面 | | 亚 | | | 利润 | | 2025/07/0 3 | 801 | 2470 | 2468 | 2500 | 2550 | 2445 | 2610 | 280 | 345 | 48 | 45 | -1268 | | 2025/07/0 4 | 801 | 2455 | 2465 | 2495 | 2550 | 2445 | 2610 | 277 | 340 | 58 | 35 | -1219 | | 2025/07/0 7 | 801 | 2437 | 2448 | 2485 | 2550 ...

金十数据7月10日讯，新股N同宇高开超110%，报180元。同宇新材本次公开发行股票1000万股，其中 公开发行新股1000万股，发行价格84元/股，新股募集资金8.4亿元，发行后总股本4000万股。同宇新材 主要从事电子树脂的研发、生产和销售。 新股N同宇高开超110% ...

Group 1 - The stock of Tongyu New Materials (301630) opened over 110% higher, trading at 180 CNY [1] - The company issued 10 million shares at a price of 84 CNY per share, raising a total of 840 million CNY [1] - After the issuance, the total share capital of the company reached 40 million shares [1] Group 2 - Tongyu New Materials primarily engages in the research, production, and sales of electronic resins, which are mainly used in the production of copper-clad laminates [1] - For the fiscal year 2024, the company is projected to achieve a revenue of 952 million CNY and a net profit of 143 million CNY [1]

纯碱现货：重碱河北交割库现货报价在1160左右，送到沙河1180左右 纯碱产业：工厂库存累积，交割库小幅累库 1,000 1,200 1,400 1,600 1,800 2,000 2,200 河北鑫利4.8mm（折5mm） 2022 2023 2024 2025 (600) (400) (200) 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 华北玻璃生产利润（气） 2020 2021 2022 2023 2024 2025 1121 1160 1121 980 971 1035 1074 1132 900 950 1000 1050 1100 1150 1200 沙河德金 沙河安全 沙河低价 湖北低价 07合约 09合约 11合约 01合约 玻璃价格结构 今日(7/9） 昨日(7/8） 一周前(7/2） 一月前(6/9） (500) 0 500 1,000 1,500 华南玻璃利润（气） 2020 2021 2022 2023 2024 2025 0 500 1,000 1,500 2,000 2,500 3,000 3,500 玻璃：河北低价大板 201 ...

Group 1 - Company will participate in the "2025 Inner Mongolia Listed Companies Investor Online Reception Day" on July 11, 2025, from 16:00 to 18:00, to enhance interaction with investors [1] - Company executives will discuss 2024 performance, governance, development strategy, operational status, financing plans, equity incentives, and sustainable development during the event [1] Group 2 - Company’s subsidiary, Zhongyan (Inner Mongolia) Soda Industry Co., Ltd., signed a mining rights transfer contract with the Natural Resources Bureau of Tongliao City, acquiring natural soda mining rights for 6.80866 billion yuan [2][3] - The mining rights were won in a bidding process on June 16, 2025, and the contract was signed on July 9, 2025 [3] - The mining rights have a registration period of 30 years, with the possibility of extension if resources remain available [4] Group 3 - The company is required to pay the transfer price of 6.80866 billion yuan within 30 days of receiving the payment notice [5] - During the validity of the mining rights, the company will pay an annual mining rights transfer revenue of 2.9% of the sales revenue from the mined products [5] - The mining area covers 28.85 square kilometers, located in the Daqintala area of Naiman Banner, Tongliao City, Inner Mongolia [6] Group 4 - The company is progressing with the capital reduction of Zhongyan Soda Industry, which is expected to become a wholly-owned subsidiary, constituting a significant asset restructuring [2][7] - The company will fulfill necessary decision-making and approval procedures according to relevant laws and regulations for the asset restructuring [7]

Core Viewpoint - The company expects a significant decline in its performance for the first half of 2025 compared to the same period last year, primarily due to a substantial drop in sales prices of its main products, leading to a decrease in gross profit margin [1][2]. Financial Performance Forecast - The company forecasts a net profit of between 35 million to 50 million yuan for the first half of 2025, compared to a net profit of 133.84 million yuan in the same period last year, indicating a decline of 73.85% to 62.64% [1]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 2 million to 17 million yuan, down from 63.09 million yuan in the previous year, reflecting a decrease of 96.83% to 73.05% [1]. - The basic earnings per share are anticipated to be between 0.0223 yuan to 0.0319 yuan, compared to 0.09 yuan per share in the same period last year [1]. Communication with Auditors - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the two parties concerning the forecast for this reporting period [1]. - The performance forecast has not undergone pre-audit by the registered accounting firm [1]. Reasons for Performance Change - The primary reason for the decline in the company's performance for the first half of 2025 compared to the same period last year is the significant decrease in the sales prices of its main products, which has led to a substantial drop in gross profit margin [1].

Core Viewpoint - Sichuan Lutianhua Co., Ltd. announced the completion of a share reduction plan by shareholders holding more than 5% of the company's shares, specifically China Bank's Luzhou Branch and its affiliates, which reduced their holdings by approximately 1,567,980 shares, representing 1% of the total share capital [1][4]. Shareholder Reduction Implementation - The shareholders planned to reduce their holdings by a maximum of 15,680,000 shares within three months starting from May 22, 2025, through centralized bidding on the stock exchange [1][4]. - The actual reduction occurred between June 18, 2025, and July 7, 2025, with a total of 1,567,980 shares sold, reaching the 1% threshold [1][4]. Shareholding Situation Before and After Reduction - Before the reduction, the Luzhou Branch held 15,188,040 shares (9.69% of total shares), and after the reduction, it holds 14,264,300 shares (9.10%) [3][5]. - The Chengdu Jinjiang Branch held 5,733,570 shares (3.66%) before and 5,384,860 shares (3.43%) after the reduction [3][5]. - The Ningxia Branch held 4,859,120 shares (3.10%) before and 4,563,590 shares (2.91%) after the reduction [3][5]. - The total shares held by these branches decreased from 25,780,730 shares (16.44%) to 24,212,750 shares (15.44%) [3][5]. Price Range of Share Reduction - The share reduction occurred at a price range with a maximum transaction price of 5.08 CNY per share and a minimum transaction price of 4.61 CNY per share [2]. Compliance and Impact - The reduction plan was consistent with previously disclosed intentions, and the actual reduction did not exceed the planned amount, indicating that the plan was completed ahead of schedule [5][6]. - The shareholders involved are not the controlling shareholders or actual controllers of the company, and the reduction will not lead to a change in control or significantly impact the company's governance structure and future operations [5][6].

Group 1 - The company has received approval from the Shenzhen Stock Exchange for the issuance of A-shares to specific investors, and the China Securities Regulatory Commission has issued a consent for registration [1] - The independent directors have agreed to authorize the chairman and the lead underwriter to negotiate adjustments to the issuance price if the number of shares issued does not reach 70% of the proposed amount in the subscription invitation document [1] - The proposal regarding the authorization for the issuance of A-shares will be submitted to the company's 11th board meeting for review, with related directors required to abstain from voting [2]

? 公司预计 2025 年半年度实现归属于上市公司股东的扣除非经常性损益 的净利润为 25,000.00 万元到 27,500.00 万元，与上年同期相比，将增加 14,387.16 万元到 16,887.16 万元，同比增长 135.56%到 159.12%。 一、本期业绩预告情况 （一）业绩预告期间 证券代码：605020 证券简称：永和股份 公告编号：2025-060 债券代码：111007 债券简称：永和转债 浙江永和制冷股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上 的情形。 ? 浙江永和制冷股份有限公司（以下简称"公司"）预计 2025 年半年度实现 归属于上市公司股东的净利润为 25,500.00 万元到 28,000.00 万元，与上年同期相比， 将增加 14,231.89 万元到 16,731.89 万元，同比增长 126.30%到 148.49%。 （二）产品结构进一步优化。公司坚持以"强链、延链、补链"为 ...

【DT新材料】 获悉，近日， 中石 化 迎来二大关键产品技术突破！ 1. 己内酰胺成套技术：打破垄断！ 建成全球最大装置 近日， 中国石油和化学工业联合会 组织鉴定委员会对 石科院 牵头完成 的" 变革性己内酰胺成套技术及产业化应用 "进 行了科技成果鉴定。鉴定委员 会一致认定，此项变革性己内酰胺成套技术整体达到国际领先水平。 己内酰胺 是第二大合成纤维和工程塑料尼龙6的单体，广泛应用于纺织、包装、电子、汽车、航天航空等新材料领域。 然而，其生产长期被高能耗、 高排放、复杂工艺与安全风险所困扰，国内产业更面临三重严峻挑战： 1. 原料生产瓶颈： 环己酮 传统工艺存在碳原子利用率低、三废排放量大等问题，被列入国家重点环境风险防控化学品名单； 2.技术封锁限制： 过氧化氢 生产技术受制于国外封锁， 国内固定床技术生产效率低、重大安全事故频发等问题； 3.产品性能与环保压力：高端领域应用受限，以及生产能耗和二氧化碳排放高，废水排放量大且COD、氨氮、总氮含量高，具有强生物毒性，影响生化 系统运行等问题。 对此，团队国际首创 环己烯酯化加氢制备环己酮新技术 ：发明 负载型苯选择加氢催化剂和工艺，攻克高活性、高选择性不 ...