天眼查商业履历信息显示，润本生物技术股份有限公司，成立于2013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40459.3314万人民币，实缴资本40459.3314万人民 币。公司法定代表人为赵贵钦。 金融界消息 截至2025年7月31日收盘，润本股份（603193）报收于31.89元，下跌4.35%，换手率 12.87%，成交量13.30万手，成交金额4.33亿元。 资金流向方面，今日主力资金净流出5789.45万元，占比成交额13.38%。其中，超大单净流出2428.44万 元、占成交额5.61%，大单净流出3361.01万元、占成交额7.77%，中单净流出流出1587.37万元、占成交 额3.67%，小单净流入7376.82万元、占成交额17.05%。 润本股份最新一期业绩显示，截至2025一季报，公司营业总收入2.40亿元、同比增长44.00%，归属净利 润4419.74万元，同比增长24.60%，扣非净利润3861.65万元，同比增长22.85%，流动比率9.710、速动比 率8.639、资产负债率7.69%。 通过天眼查大数据分析，润本生物技术股份有限公司共对外 ...

Group 1 - As of July 30, 14 companies in the Shenzhen market have announced mid-term profit distribution plans, with a total dividend amount of 10.251 billion yuan [1] - By July 15, 775 listed companies in the Shenzhen market had disclosed their mid-term performance forecasts for 2025, with 453 companies expecting a year-on-year increase in net profit, accounting for nearly 60% [3] - The awareness of regular returns to investors among Shenzhen-listed companies has been increasing, with 8 out of the 14 companies announcing mid-term dividends for the first time [3] Group 2 - Since the release of the new "National Nine Articles," the capital market has seen continuous improvement in basic systems, leading to a market environment where companies are willing to distribute dividends regularly [4] - In 2023, 165 companies in the Shenzhen market have published shareholder dividend return plans for the next three years, indicating a commitment to stable returns for investors [4] - A total of 216 companies in the Shenzhen market announced medium to long-term shareholder dividend return plans in 2024, with some companies already fulfilling their commitments this year [4]

Summary of Key Points Core Viewpoint The report from Northeast Securities provides a comprehensive analysis of the IPO projects on the main board for the first half of 2025, detailing the number of companies accepted, approved, listed, and terminated, along with insights into industry distribution, financial data, and regional representation. Group 1: New Applications - A total of 20 companies were newly accepted for review on the main board in the first half of 2025, compared to only 1 company in the same period of 2024 [2] - The 20 companies span 13 different industries, with the largest sectors being chemical manufacturing, computer and electronic equipment manufacturing, and automotive manufacturing, each contributing 15% to the total [2] - Among the accepted companies, 17 adhered to the first listing standard, while the others followed different standards [2][3] Group 2: Approved or Registered Companies - By June 30, 2025, 11 companies had been approved or registered but had not yet listed, an increase from 4 in the previous year [9] - These companies are distributed across 10 industries, with the computer and electronic equipment manufacturing sector having the highest representation [9] - All 11 companies that were approved or registered adhered to the first listing standard [10] Group 3: Listed Companies - A total of 18 companies successfully listed on the main board in the first half of 2025, compared to 12 in the same period of 2024 [11] - The listed companies are involved in 11 different industries, with automotive manufacturing and specialized equipment manufacturing being the most prominent [12] - All listed companies adhered to the first listing standard, with an average net profit of 43.63 million yuan, reflecting a 46.31% increase year-on-year [13] Group 4: Terminated Projects - There were 23 companies that terminated their IPO applications in the first half of 2025, a significant decrease from 110 in the same period of 2024 [14] - The terminated companies were involved in 18 different industries, with the computer and electronic equipment manufacturing sector again being the most affected [15] - The majority of the terminations were due to voluntary withdrawal of applications, with only a few cases of registration termination [16][17] Group 5: Financial Data - The average net profit for the 10 approved or registered companies was 117.95 million yuan, with the highest being 883.11 million yuan [10] - The average net profit for the listed companies was 43.63 million yuan, with the highest being 378.72 million yuan [13] - Among the terminated companies, only 4 disclosed financial data, showing varied performance in net profit changes [19] Group 6: Regional Distribution - The new applications were concentrated in 12 regions, with Zhejiang being the most represented [8] - The approved or registered companies were primarily from 5 regions, with Guangdong and Jiangsu having the highest numbers [11] - The terminated companies were also distributed across 11 regions, with Guangdong leading in terminations [21]

Group 1 - The company, Jitai Co., Ltd. (002909.SZ), has indicated that its existing methyl silicone oil and vinyl silicone oil possess excellent heat resistance, oxidation stability, weather resistance, electrical insulation, hydrophobicity, and low temperature coefficient, making them suitable for the production of various thermal conductive silicone sheets [1] - Currently, the company has not launched customized products specifically targeting the sealing and cushioning needs of robotic motion components [1] - The company will continue to track technological developments and market trends in emerging application areas such as robotics, actively assessing potential application opportunities, and exploring in terms of technological reserves and product research and development [1]

Core Viewpoint - The company is in discussions with intermediaries regarding the specific progress of its H-share listing, with details yet to be confirmed. The H-share listing will not change the company's controlling shareholder or actual controller situation, but there is significant uncertainty regarding the approval and implementation process [3]. Group 1: Company Overview - Binhu Chemical Co., Ltd. was listed on the Shanghai Stock Exchange in February 2010 [3]. - The company's main business includes the production, processing, and sales of organic and inorganic chemical products, with key products being caustic soda and propylene oxide [3]. - The company has a caustic soda production capacity of 610,000 tons, ranking among the top in Shandong Province, and is the largest producer of granular caustic soda in China with a capacity of 200,000 tons [3]. - The company’s propylene oxide production capacity is 510,000 tons, with its technology and operational standards leading among domestic chlor-alkali production enterprises [3]. Group 2: Financial Performance - In 2024, the company achieved an operating income of approximately 10.228 billion yuan, a year-on-year increase of 40%, while the net profit attributable to shareholders decreased by 42.77% to about 219 million yuan [4]. - In the first quarter of 2025, the company reported an operating income of approximately 3.782 billion yuan, a year-on-year increase of 94.14%, and a net profit attributable to shareholders of about 96 million yuan, reflecting a year-on-year growth of 225.75% [4].

芳烃橡胶早报 研究中心能化团队 2025/08/01 P T A 日期 原油 石脑油 日本 PX CFR 台湾 PTA内盘现 货 POY 1 50D/4 8F 石脑油裂 解价差 PX加工差 PTA加 工差 聚酯毛利 PTA平衡 负荷 PTA负 荷 仓单+有 效预报 TA基差 产销 2025/0 7/25 68.4 581 874 4895 6710 78.83 293.0 128 -160 80.9 79.7 30740 0 0.40 2025/0 7/28 70.0 579 851 4800 6715 65.11 272.0 153 -46 80.9 79.7 30740 -5 0.30 2025/0 7/29 72.5 589 857 4830 6720 57.75 268.0 151 -71 80.9 79.7 30740 -5 0.30 2025/0 7/30 73.2 608 866 4860 6760 71.45 258.0 119 -62 80.9 79.7 29738 -7 0.65 2025/0 7/31 72.5 611 859 4825 6760 79.36 248.0 120 -24 ...

每经AI快讯，有投资者在投资者互动平台提问：董秘，您好！请问能介绍一下万润自主研发的IPS-TFT 用液晶材料的独特优势和产能情况吗？这个材料目前主要供应给国内客户居多还是国际客户居多？万润 是该材料市场占有率最大的生产商吗？ （文章来源：每日经济新闻） 万润股份（002643.SZ）8月1日在投资者互动平台表示，公司的液晶材料包括液晶中间体和液晶单体材 料，公司是全球领先的高端液晶单体材料供应商，目前液晶材料产能情况能够满足下游市场需求，公司 液晶材料主要供给海外客户。 ...

金融界消息 截至2025年7月31日收盘，安利股份（300218）报收于15.54元，下跌1.83%，换手率 2.69%，成交量5.82万手，成交金额9106.86万元。 天眼查商业履历信息显示，安徽安利材料科技股份有限公司，成立于1994年，位于合肥市，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21698.7万人民币，实缴资本21264.7361万人民 币。公司法定代表人为姚和平。 通过天眼查大数据分析，安徽安利材料科技股份有限公司共对外投资了3家企业，参与招投标项目89 次，知识产权方面有商标信息133条，专利信息663条，此外企业还拥有行政许可21个。 安利股份最新一期业绩显示，截至2025一季报，公司营业总收入5.55亿元、同比增长2.59%，归属净利 润4641.68万元，同比增长12.47%，扣非净利润4442.44万元，同比增长17.47%，流动比率2.544、速动比 率1.913、资产负债率28.26%。 资金流向方面，今日主力资金净流出1691.19万元，占比成交额18.57%。其中，超大单净流出456.14万 元、占成交额5.01%，大单净流出1235.05万元、占成交 ...

Report Summary 1) Investment Rating The report does not provide an overall industry investment rating. 2) Core Views - PX: The commodity market is weakening, and PX long - positions are being reduced. Suggest going long PX and short PTA01 contracts, and shorting PXN on rallies. The supply is marginally decreasing, but the cost side is strengthening, so PXN should be shorted on highs [1][8]. - PTA: The trend is weak. Consider basis reverse arbitrage and focus on long - short positive arbitrage for the monthly spread. The supply pressure is increasing, and the basis remains suitable for reverse arbitrage. With potential changes in device operations in August, the 9 - 1 monthly spread positive arbitrage can be considered. The polyester start - up may bottom out in the short term, and the processing fee of the 01 contract is trending down [1][8][9]. - MEG: The unilateral trend is still weak. Consider basis positive arbitrage and monthly spread reverse arbitrage. Supply pressure from non - mainstream warehouse receipts is a concern. The port inventory is falling, but the monthly spread is weak due to delivery pressure. The spread between ethylene glycol and plastics/styrene is at a high level, so consider shorting ethylene glycol and going long L. The supply is relatively loose, and some ethylene oxide devices may switch to produce ethylene glycol [1][9][10]. 3) Summary by Related Catalogs Market Overview - PX: Concerns about the lack of progress in Sino - US trade negotiations are increasing, pressuring the spot market. Supply tightness in August and September is expected to ease, and the PX - naphtha spread is weakening. The PX start - up rate in China is about 80.5%, and the PX price fell on July 31 [3][5]. - PTA: A 1.5 - million - ton PTA device in East China has a temporary shutdown, and some other devices have reduced loads. The PTA start - up rate is about 81.2%, and the capacity base has been adjusted to 8851.5 million tons since July 1, 2025 [5]. - MEG: A 300,000 - ton/year synthetic gas - to - ethylene glycol device in Inner Mongolia has a temporary shutdown, and a 400,000 - ton/year device in Xinjiang has restarted. The overall start - up load of ethylene glycol in mainland China is 69% (up 0.65% from the previous period), and the capacity base has been adjusted to 2917.5 million tons since June 1, 2025 [6]. - Polyester: Two polyester devices are under maintenance, and a new 300,000 - ton polyester device in Anhui has been put into production. The overall polyester load is fluctuating, and the start - up load of domestic polyester industrial yarn has dropped to about 67%. The sales of polyester filaments in Jiangsu and Zhejiang on July 31 were weak, and the average sales of direct - spun polyester staple fibers were 53% [6][7]. Trend Intensity - The trend intensity of PX, PTA, and MEG is - 1, indicating a weak trend [8]. Futures and Spot Data | Futures | PX | PTA | MEG | PF | SC | | --- | --- | --- | --- | --- | --- | | Yesterday's closing price | 6928 | 4808 | 4414 | 6464 | 531.3 | | Change | - 64 | - 48 | - 36 | - 36 | 2.7 | | Change rate | - 0.80% | - 0.99% | - 0.81% | - 0.55% | 0.51% | | Monthly spread (yesterday's closing price) | 64 | - 32 | - 27 | - 58 | 5.2 | | Monthly spread (change) | - 42 | - 34 | 1 | - 4 | - 1.9 | | Spot price (yesterday) | 859.33 (USD/ton) | 4826 (CNY/ton) | 4492 | 611 | 72.7 (USD/barrel) | | Spot price (change) | - 7 | - 32 | - 33 | 2.75 | - 0.85 | | Spot processing fee (yesterday) | 292.5 | 192.67 | 84.81 | - 22.45 | - 6.01 | | Spot processing fee (change) | 12.96 | - 5.64 | - 30.82 | 6.34 | 0 | [2]

中化新网讯 7月21日，上海市节能减排优秀案例（第三批）评选结果揭晓。上海久宙化学品有限公司自 主研发的"零气耗吸干机专用高性能吸附剂"凭借其在推动产业低碳化、绿色化转型中的突出贡献成功入 选，获得行业高度认可。 据介绍，高效节能型活性氧化铝吸附能力超出普通产品30%以上，循环使用生命周期更长，更适用于新 一代更节能的余热回收零气耗吸干机和无热再生零气耗吸干机，并实现了进口吸附剂替代，大幅降低了 设备制造成本和运行能耗，为工业压缩空气系统的绿色升级提供了高效解决方案。 上海久宙通过吸附剂系列产品的工艺改造和技术升级，成功研发了高效节能型活性氧化铝K2及K3系 列，因其在设备应用中节能降耗的特性，荣获中国质量协会"2023中国企业品牌创新成果"，入选"2024 年度上海重点产业提升国际竞争力示范案例"。 ...