"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]

Group 1 - The core issue is that Jinsheng New Materials is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, leading to a significant drop in stock price [3] - On June 30, the stock opened sharply lower, nearing the daily limit down, with a decline of 19.11%, trading at 13.33 yuan per share and a total market capitalization of 2 billion yuan [1] - Jinsheng New Materials has reported consecutive losses over the past three years, with losses of 22.51 million yuan in 2022, 23.87 million yuan in 2023, and 22.65 million yuan in 2024, totaling over 69 million yuan [5] Group 2 - The company, established in 1998 and listed on the ChiNext board in July 2020, primarily engages in the research, production, and sales of plastic packaging containers for cosmetics [5] - The losses are attributed to a contraction in overseas markets and insufficient capacity utilization [5] - Investors affected by the company's alleged fraudulent activities may seek civil compensation under relevant laws, with the potential for claims dating back to the company's listing until June 27, 2025 [5]

Group 1 - The core point of the announcement is that Wuxi Hongdou International Investment Co., Ltd. plans to reduce its shareholding in Jiangsu General Technology Co., Ltd. due to funding needs, intending to sell up to 5 million shares, which represents 0.31% of the total share capital [2][3] - As of the announcement date, Wuxi Hongdou International Investment holds 24 million shares, accounting for 1.51% of the total share capital of the company [2] - The reduction plan will be executed through centralized bidding or block trading within three months after 15 trading days from the announcement date [3] Group 2 - The reduction plan complies with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shanghai Stock Exchange listing rules, ensuring there are no restrictions on the share reduction [5] - The company emphasizes that the planned reduction will not lead to a change in control of the company, as the reducing shareholder is not a controlling shareholder or actual controller [7] - The company will continue to monitor the implementation of the reduction plan and fulfill its information disclosure obligations as required [7]

2025 年 06 月 29 日 行业周报 看好/维持 基础化工 基础化工 化工新材料周报（20250623-20250629）： 生物航煤价格上涨，制冷剂价格维持强势 走势比较 (20%) (10%) 0% 10% 20% 30% 24/7/1 24/9/11 24/11/22 25/2/2 25/4/15 25/6/26 基础化工 沪深300 相关研究报告 << 化 工 新 材 料 周 报 （ 20250616- 20250622）： 生物航煤、溴素价格上 涨，维生素、腈纶、多晶硅价格下 滑>>--2025-06-22 <<民爆行业深度报告——行业整合 加速，需求稳健增长>>--2025-06-18 << 化 工 新 材 料 周 报 （ 20250609- 20250615）：生物航煤(SAF)、生物柴 油价格上涨，制冷剂价格维持高 位>>--2025-06-15 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点子 ...

Core Viewpoint - Jinsheng New Materials is under investigation by the China Securities Regulatory Commission (CSRC), but the company asserts that its normal operations will not be significantly affected during this period [2]. Company Overview - Established in 1998, Jinsheng New Materials specializes in the research, production, and sales of acrylic containers, primarily for cosmetic plastic packaging [2]. - The company offers over 1,000 product specifications, including cream jars and lotion bottles, serving well-known clients such as Estée Lauder and Shanghai Jahwa [2]. - As of March 2025, the actual controllers of the company are the couple Ruan Rongtao and Gao Lijun, who hold a combined 35.11% of the shares [2]. Financial Performance - Since its IPO in July 2020, Jinsheng New Materials has experienced a significant decline in profitability, transitioning from a profit of 34.49 million yuan in its first year to a loss of 22.51 million yuan in 2022 [3]. - Cumulatively, the company has reported losses exceeding 69 million yuan over three consecutive years from 2022 to 2024 [3]. - The gross profit margin has drastically decreased from over 30% between 2016 and 2020 to 23.14% in the year following its IPO, and further down to 8.73% in 2022, representing a nearly 80% drop in two years [6]. Regulatory Environment - The management has acknowledged that various factors influence the company's financial performance and has committed to improving operational management [4]. - The company faces heightened risks due to new delisting regulations, which could impose risk warnings for companies penalized for information disclosure violations, particularly concerning Jinsheng New Materials' ongoing losses [4].

星标 ★ IPO日报 精彩文章第一时间推送 6月27日晚，浙江锦盛新材料股份有限公司（300849.SZ，下称"锦盛新材"）发布公告称，公司收到中国证监会下发的《立案告知书》， 因涉嫌信息披露违法违规，证监会决定对公司正式立案调查。 AI制图 在公告中，锦盛新材表示："立案调查期间，公司将积极配合中国证监会的各项工作，严格按照相关规定及监管要求履行信息披露义 务。"公司强调，目前各项生产经营活动正常开展，该事项不会对正常经营产生重大影响。 其产品规格超过1000种，主要产品包括膏霜瓶系列产品和乳液瓶系列产品。客户包括雅诗兰黛、上海家化、华熙生物等国内外知名化妆品 企业。 截至2025年3月末，公司实际控制人为阮荣涛、高丽君夫妇，两人直接持股23.11%，合计控制公司35.11%股权。在立案消息披露前一个 交易日，锦盛新材股价报收16.48元/股，总市值24.72亿元，计算下来，阮氏家族持股市值约8.78亿元。 IPO日报发现，自2020年7月登陆创业板后，公司业绩似乎上演了"变脸"戏码。 结合财务数据来看，锦盛新材上市次年即由盈转亏，2021年归母净利润由上市当年的3448.94万元下滑至1058.70万元， ...

Core Insights - In May 2025, the primary form plastic production in Jiangxi Province reached 59,000 tons, representing a year-on-year growth of 9.1%, although the growth rate decreased by 8.1 percentage points compared to the same period last year [1] - From January to May 2025, the cumulative production of primary form plastics was 280,000 tons, with a year-on-year increase of 18.0%, which is 2.9 percentage points higher than the previous year [1] Production Statistics - The primary form plastic production in Jiangxi Province accounted for 0.5% of the national output of 11.9 million tons in May 2025 [1] - The cumulative production from January to May 2025 also represented 0.5% of the national total of 58.1 million tons [1] Growth Comparison - The growth rate of plastic production in Jiangxi for May 2025 was 1.1 percentage points lower than the national average [1] - The cumulative growth rate for the first five months of 2025 was 7.9 percentage points higher than the national average [1]

关注、加星，第一时间接收推送！ 文 | 赵伟、屠强 联系人| 屠强、耿佩璇 摘要 事件： 6月27日统计局公布5月工企效益数据，工企营收累计同比2.7%、前值3.2%；利润累计同 比-1.1%、前值1.4%。5月末，产成品存货同比3.5%、前值3.9%。 核心观点： 利润大幅回落，主因成本、费用压力"双升"，短期利润修复不确定性仍较大。 5月利润增速出现大幅回落，主要源于成本、费用压力增大，同时营收对利润增速的贡献也有回落。 5 月，工业利润当月同比大幅回落11.9pct至9%。拆分结构看，利润率大幅回落主要是成本、费用压力增 大，后两者对整体利润同比的拖累分别上行6.5pct至-9.7%、5.9pct至-1.7%。营收方面，PPI跌破-3%的背 景下，实际营业收入对利润增速的支撑也有回落，当月同比下行1.2pct至4.2%，对整体利润增速的贡献回 落至3.4%。 常规跟踪： 工企利润率回落，拖累利润增速大幅下行。 利润：工企利润大幅回落，主要是利润率的拖累增加。 5月，工业企业利润当月同比下行12.1pct。分解 来看，利润率对工企的拖累加重，当月同比较上月回落10.1pct。量价贡献有所回落，工业增加值当 ...

6月26日，海安市举行南通季铭国际塑料城开业活动。昆山塑料行业协会会长王明健、东莞市塑胶产业发展促进会常务副会长刘桂刚、南通胜和瑞塑业有 限公司董事长汤菊珍、南通季铭国际塑料城创始人莫海峰，海安市委书记谭真，市委副书记、市长赵男男，市人大常委会主任张亚曦，市政协主席李春 旺，市委常委、副市长卢林，市委常委、开发区党工委副书记、管委会主任张勇华参加活动。 南通季铭国际塑料城创始人莫海峰说，季铭国际塑料城选择扎根海安，得益于这里得天独厚的交通区位优势、一流的营商环境，以及"海纳百川，创新争 先"的城市精神。回顾项目从规划蓝图到建成运营的全过程，企业始终秉持"诚信为本、创新为魂"的发展理念。面对机遇挑战，在海安市委、市政府坚强 领导和商贸物流园全力支持下，我们以"海安速度"顺利推进。面对行业变革，我们坚持以科技赋能传统产业，引入智慧物流、循环经济等先进模式，全力 将季铭国际塑料城打造成为中国塑料行业转型升级的标杆。 活动中，与会嘉宾共同启动了开业画卷。塑料行业客商及商户代表，市级机关相关部门，园区党工委书记管委会主任郁江、园区党工委副书记、保税物流 中心管委会主任高卫东及各区镇主要负责人参加活动。 （海轩） 校对 ...