| | | PVC产业日报 2025-06-30 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 吨，库存趋势由降转升，库存压力不大。目前国内PVC行业处于检修密集阶段。下周停车装置影响扩大，产 权不得卸货，后期乙烷供应或将逐步放松。目前PVC供需双弱，成本端对价格起主导作用。短期V2509预计 偏弱震荡，日度K线关注4830附近支撑。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 收盘价:聚氯乙烯(PVC)(日,元/吨) | 4889 | -30 成交量:聚氯乙烯(PVC)(日,手) | 792725 | -2657 ...

作者：郑勇康 编辑：张佳茗 同宇新材料（广东）股份有限公司（下称"同宇新材"）主营业务为电子树脂的研发、生产和销售，公司产品主要包括MDI改性环氧树脂、DOPO改性环氧树 脂、高溴环氧树脂、BPA型酚醛环氧树脂、含磷酚醛树脂固化剂等，主要应用于覆铜板生产。 7月1日，同宇新材创业板IPO将进行网上申购，此次的发行价格为84元/股，发行市盈率为23.94倍，保荐机构为兴业证券，审计机构为容诚所。 过半研发费用来自销售 2020年至2024年，公司分别实现营业收入37,815.82万元、94,707.79万元、119,284.77万元、88,624.95万元、95,246.85万元，同期净利润分别为3,998.72万元、 13,526.90万元、18,800.32万元、16,447.93万元、14,330.56万元。 2020年，同宇新材产品线技改顺利实施，公司电子树脂产量提升，销售收入持续增长。但2023年以来，受产能瓶颈制约、产品销售价格下降、子公司江西同 宇新材料有限公司（下称"江西同宇"）建设期亏损等因素影响，同宇新材的净利润连续下滑。 据招股书（注册稿），2022年至2024年（下称"报告期"），同宇新 ...

兴化股份（002109）公告，全资子公司陕西延长石油兴化化工有限公司因例行停车检修，于2025年6月 29日开始，预计停车约34天，具体复产时间以装置实际开车时间为准。本次停车检修是兴化化工的例行 年度检修，对公司第三季度的经营业绩会产生一定影响，但对2025年经营业绩不会产生重大影响。 ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Saiwu Technology (603212), indicating a significant drop in revenue and net profit for the first quarter of 2025 [1] - As of June 30, 2025, Saiwu Technology's stock closed at 12.49 yuan, reflecting a 10.04% increase with a trading volume of 281,300 hands and a transaction amount of 346 million yuan [1] - The company experienced a net inflow of 160 million yuan from main funds, accounting for 46.08% of the transaction amount, with large orders showing a net inflow of 162 million yuan [1] Group 2 - For the first quarter of 2025, Saiwu Technology reported total operating revenue of 643 million yuan, a year-on-year decrease of 27.35%, and a net profit attributable to shareholders of 33.155 million yuan, down 216.13% year-on-year [1] - The company's liquidity ratios are reported as a current ratio of 1.998 and a quick ratio of 1.651, with a debt-to-asset ratio of 38.17% [1] - Saiwu Technology, established in 2008 and located in Suzhou, has a registered capital of 437.49 million yuan and a paid-in capital of 115.97 million yuan [1] Group 3 - Saiwu Technology has made investments in 15 companies and participated in 39 bidding projects, showcasing its active engagement in the market [2] - The company holds 63 trademark registrations and 495 patent registrations, indicating a strong focus on intellectual property [2] - Additionally, Saiwu Technology possesses 28 administrative licenses, further demonstrating its operational capabilities [2]

Industry Overview - As of June 26, the average profit margin for calcium carbide method PVC production enterprises was -504 CNY/ton, a decrease of 10 CNY/ton month-on-month; the average profit margin for ethylene method PVC production enterprises was 693 CNY/ton, down 53 CNY/ton month-on-month [1] - On June 30, the PVC market in Hangzhou showed a subdued atmosphere, with spot prices fluctuating slightly; prices for calcium carbide method PVC ranged from 4780 to 4880 CNY/ton, while ethylene method prices were around 4920 to 4950 CNY/ton [1] - The 28th ICIS and Resource Wise World Chlor-Alkali Conference highlighted that various factors are suppressing PVC prices, pushing many PVC producers, especially in the U.S., to unsustainable profit margins [1] Institutional Insights - Guangzhou Futures noted that PVC is facing supply pressure due to the end of maintenance and the large-scale production of nearly 2 million tons of new capacity; however, the potential delay of India's PVC import BIS policy may benefit future exports [2] - Short-term speculative stockpiling demand is increasing due to low prices, coupled with stable costs from calcium carbide, leading to a slight upward price trend for PVC [2] - Wuzhou Futures indicated that profit pressures for enterprises are rising, with high production levels despite increased maintenance; expectations of new production units coming online and weak downstream demand contribute to a bearish outlook [3] - The anticipated anti-dumping measures in India may lead to a slowdown in exports, further pressuring the basic supply-demand dynamics [3]

乖 灰安期货 永安合成橡胶早报 研究中心能化团队 2025/6/30 | | | 指标 | 5/28 | 6/20 | 6/25 | 6/26 | 6/27 | 日度变化 | 周度变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 主力合约收盘价 | 11150 | 11630 | 11225 | 11195 | 11275 | 80 | -355 | | | | 主力合约持仓量 | 43664 | 13196 | 7623 | 36383 | 33472 | -2911 | 20276 | | | STET | | | | | | 96846 | -11484 | -9593 | | | | 主力合约成交量 | 168727 | 106439 | 37814 | 108330 | | | | | | | 仓单数量 | 9900 | 6630 | 6630 | 6530 | 7700 | 1170 | 1070 | | | | 虚实比 | 22.05 | તે તે તે આ ગામમ | 5.75 | 27.86 ...

芳烃橡胶早报 M E G 日期 东北亚乙烯 MEG外盘 价格 MEG内盘 价格 MEG华东 价格 MEG远月 价格 MEG煤制 利润 MEG内盘现金 流（乙烯） MEG总负 荷 煤制MEG 负荷 MEG港口 库存 非煤制负荷 2025/06/23 850 535 4597 4613 4600 684 -612 67.2 71.3 62.2 65 2025/06/24 850 517 4480 4495 4483 560 -726 67.2 71.3 62.2 65 2025/06/25 850 515 4398 4415 4400 478 -808 67.2 71.3 62.2 65 2025/06/26 850 511 4379 4395 4385 459 -824 67.2 71.3 62.2 65 2025/06/27 850 508 4346 4360 4347 417 -858 67.2 71.3 62.2 65 变化 0 -3 -33 -35 -38.00 -41.80 -34 0 0 0 0 MEG现货成交 基差对09（+70）附近。 MEG装置变化 浙石化80万吨检修。 周度观点 近端国内油制 ...

今年1月，工业和信息化部最新公布的2024年度绿色制造名单中，衢州高新技术产业开发区（衢州 智造新城）成功入选国家级绿色工业园区。缘何花落衢州智造新城？答案在于其构建的绿色循环发展新 格局。 一直以来，生态是衢州最大的优势和区域核心竞争力。作为国家级经济技术开发区和国家高新技术 产业开发区"双区叠加"的发展平台，衢州智造新城聚焦新材料、新能源、集成电路、高端装备及生命健 康等"5+X"主导产业，持续完善绿色标准体系，推动资源高效循环利用，深度践行绿色发展理念，是四 省边际最具发展活力、发展潜力和投资价值的产业高地。 如今，智造新城坚持高端化、绿色化、集约化发展路径，聚力构建现代化产业体系，推动经济能级 持续跃升，释放出澎湃的绿色动能，引领衢州智造新城在更高质量、更可持续的发展道路上阔步前行。 技改释放绿色动能 企业是经济的细胞。衢州智造新城推动工业经济向绿色低碳迈进的核心点在于——如何让企业既保 持活力又健康绿色？ 自2019年起，衢州元立金属制品有限公司（以下简称"元立公司"）投资20多亿元，聚焦提升产能、 降低成本、推动技术改造和加强环保措施等方面，推进全链条超低排放改造工作。到2024年，元立公司 颗粒 ...

创新植物油多元醇结构及制造工艺 中化新网讯 近日，南京工业大学生物与制药工程学院郭凯教授团队的发明专利"一种植物油多元醇及其 制备方法与应用"获第二十五届中国专利奖金奖。该项目创新植物油多元醇结构，开发了高效制备植物 油多元醇制造工艺，生产出生物基聚氨酯新材料，并实现万吨级规模产业化。 聚氨酯由多元醇和异氰酸酯聚合而得，其原料对石化资源依赖重，部分高端产品进口依存度高，被国外 企业把持，产品价格居高不下。"开发生物基聚氨酯及单体料多元醇可对石化产品形成补充，且高效固 碳。"郭凯介绍道。然而，生物基聚氨酯全产业链面临着严重挑战，尤其是高性能单体料植物油多元醇 产品存在空白，市场现有的多元醇产品难以满足高端应用需求且成本高。与此同时，高效制造植物油多 元醇的技术及装备匮乏，传统的釜式反应难以实现高效生产。 为此，郭凯团队以植物油为原料，经官能团衍生活化开发植物油多元醇系列产品。团队成员、该校生物 与制药工程学院副院长方正教授介绍说，在此过程中，团队采用微化工及过程放大技术，在温和条件及 较短反应时间内即能完成相关反应过程，且反应选择性显著提高，使设计的结构能够精准构建，而传统 釜式反应则无法精确完成此反应过程。 ...

Group 1: Company Overview - Guangzhou Huigu New Materials Technology Co., Ltd. focuses on polymer materials, driven by independent research and development, and specializes in functional resin and coating materials [2][3] - Jinqiao Dek New Materials Co., Ltd. is an environmentally friendly, resource-saving high-tech enterprise engaged in the research, production, and sales of coatings and inks, with a focus on UV curing and water-based environmentally friendly products [3] - Hunan Chuyuan New Materials Co., Ltd. specializes in the research and industrialization of electronic information new materials, particularly photosensitive dry film, achieving significant market share in domestic and global markets [3] Group 2: Business Applications and Innovations - Huigu New Materials has developed a diverse coating material system with features such as optical control, electrical conductivity, mechanical enhancement, and corrosion resistance, targeting four major downstream application scenarios: home appliances, packaging, new energy, and electronics [2] - Jinqiao Dek's products are widely used in daily chemical packaging, consumer electronics, home appliances, and automotive sectors, emphasizing environmentally friendly and resource-saving technologies [3] - Chuyuan New Materials has successfully overcome domestic technology bottlenecks in photosensitive dry film, leading to its products being widely used in various electronic information products, enhancing its market position [3]