金融界消息 截至2025年7月31日收盘，亚香股份（301220）报收于48.15元，上涨3.77%，换手率 10.07%，成交量6.60万手，成交金额3.14亿元。 资金流向方面，今日主力资金净流入2626.37万元，占比成交额8.36%。其中，超大单净流入2536.12万 元、占成交额8.07%，大单净流入90.25万元、占成交额0.29%，中单净流出流入559.51万元、占成交额 1.78%，小单净流出3185.88万元、占成交额10.14%。 来源：金融界 亚香股份最新一期业绩显示，截至2025一季报，公司营业总收入2.62亿元、同比增长50.28%，归属净利 润8216.81万元，同比增长361.70%，扣非净利润3820.02万元，同比增长120.80%，流动比率2.963、速动 比率1.744、资产负债率23.72%。 天眼查商业履历信息显示，昆山亚香香料股份有限公司，成立于2001年，位于苏州市，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11277.084万人民币，实缴资本5250万人民币。公 司法定代表人为汤建刚。 通过天眼查大数据分析，昆山亚香香料股份有限公司共对外投资 ...

格隆汇7月31日丨渤海化学(600800.SH)公布，根据化工企业生产工艺和生产装置的要求，为确保生产装 置安全有效运行，按照年度计划，天津渤海化学股份有限公司全资子公司天津渤海石化有限公司的PDH 装置（60万吨/年）于2025年7月29日开始停产检修，预计检修18天。本次停产检修是根据年度计划进行 的例行检修，对公司的生产经营不会产生重大影响。 ...

LITX® 9 5F导电添加剂旨在提升电池的 循环寿命 和 能量密度 。在基于厚电极 设计的软包电池性能测试中，该材料展现出优异的 容量保持率 ，为电池制造商优化 各类储能系统配方提供了灵活性。其高结构形态有助于在反复充放电循环中增强电极 的导电性与稳定性。此外，它还能适配锂离子电池正极厚电极设计，在保证电池性能 的同时有效降低材料成本。 卡博特公司全球执行副总裁、全球碳硅材料技术方案及电池材料业务总裁 兼亚太地区总裁朱戟表示 ，"随着全球能源格局持续演变，储能市场亟需能够 兼顾性能与效率的先进材料。我们此次推出的LITX® 95F导电添加剂解决方 案，正是对市场需求及电池客户诉求的精准响应——凭借深厚的行业积淀与经 过验证的卓越性能，更快速、更高效地助力储能应用全面实现规模化应用。此 次产品发布彰显了我们致力于通过技术创新，为电池技术提供解决方案，支持 全球范围内的能源转型，从而推动更可持续未来的承诺。" 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：卡博特 7月29日， 卡博特公司宣布推出全新 LITX® 95F 导电添加剂 。这款产品专为锂 离子电 ...

Group 1: Market Overview - The total production capacity of the potassium carbonate industry in China is 290,000 tons, with an actual production of approximately 230,000 tons in 2024. The overall market demand is growing steadily at a rate of about 5%, although the growth rate is slightly slowing down [2]. - A company in Hubei is implementing a project to co-produce potassium carbonate from potassium hydroxide, which will increase supply capacity. This may impact the sales market in the short term despite some growth in application demand [5]. Group 2: Product Substitution and Pricing - Potassium carbonate is primarily used in food, pharmaceuticals, fertilizers, pesticides, oil and gas, construction materials, electronics, glass, rubber, and steel production. There is a price difference of 700-900 RMB per ton between heavy and light potassium carbonate, which can lead to substitution in high-end applications when the price difference exceeds this range [3]. - The price trend of hydrochloric acid aminopropyl is influenced by market and cost factors, and the company believes the current price fluctuations are within a reasonable range [10]. Group 3: Company Strategy and Development - The company is open to mergers and acquisitions to utilize industry resources for steady growth, adhering to risk control principles [4]. - The company plans to continue its "one body, two wings" development strategy, focusing on potassium salts while expanding into the fluorine industry and increasing its veterinary drug offerings [14]. Group 4: Production Capacity and Market Demand - The current production capacity for hydrochloric acid aminopropyl is 600 tons per year, operating at full capacity, with an additional 800 tons under construction expected to be completed by June next year [7]. - The demand for hydrochloric acid aminopropyl has increased this year, partly due to customers seeking to diversify suppliers amid geopolitical instability affecting a competitor's production [6]. Group 5: Competitive Landscape and Market Position - The company faces competition in the hydrochloric acid aminopropyl market primarily from itself and a competitor in Israel. New entrants face high technical barriers, and their impact on the market remains limited [8]. - The company has strategic investments in semiconductor technology through its stake in Zhejiang Xinzhichun Semiconductor Company, aiming to tap into high-tech sectors encouraged by national policies [19].

Report Industry Investment Rating - Unilateral: Neutral; Inter - period: PL01 - 05 reverse spread; Inter - variety: Long PL2601 and short PP2509 [4] Core Viewpoints - For propylene, after the Politburo meeting, there are strong expectations on the macro - policy front, but the supply - demand fundamentals remain weak. Supply - side pressure is increasing significantly, with device restarts and rising PDH capacity utilization. Many downstream devices have maintenance plans, and the cost support is weak due to the weak oil prices [3]. - For polyolefins, the fundamentals change little, and the supply - demand pattern has no obvious improvement. There are both shutdown and startup plans for some devices, with rising capacity utilization expectations and increasing supply pressure. The cost support is weak, and the terminal consumption is in the off - season [3] Summary by Directory I. Propylene Basis Structure - Figures related to propylene basis structure include the closing price of the propylene main contract, East China basis, North China basis, and the 01 - 05 contract [10][13] II. Propylene Production Profit and Operating Rate - Figures involve the difference between China's propylene CFR and Japan's naphtha CFR, propylene capacity utilization, PDH production gross profit, PDH capacity utilization, MTO production gross profit, and methanol - to - olefins capacity utilization [19][21][29] III. Propylene Import and Export Profits - Figures include the differences between South Korea's FOB and China's CFR, Japan's CFR and China's CFR, Southeast Asia's CFR and China's CFR, and propylene import profit [35][37] IV. Propylene Downstream Profits and Operating Rates - Figures cover the production profits and operating rates of PP powder, propylene oxide, n - butanol, octanol, acrylic acid, acrylonitrile, and phenol - acetone [43][53][60] V. Propylene Inventory - Figures show propylene in - plant inventory and PP powder in - plant inventory [69] VI. Polyolefin Basis Structure - Figures include the trend of the plastic futures main contract, the basis between LL East China and the main contract, the trend of the polypropylene futures main contract, and the basis between PP East China and the main contract [70][74] VII. Polyolefin Production Profit and Operating Rate - Figures involve LL production profit (crude - oil - based), PE operating rate, PE weekly output, PE maintenance loss, PP production profit (crude - oil - based), PP production profit (PDH - based), PP operating rate, PP weekly output, PP maintenance loss, and PDH - based PP capacity utilization [79][87][93] VIII. Polyolefin Non - Standard Price Differences - Figures show the price differences between HD injection molding and LL East China, HD blow molding and LL East China, HD film and LL East China, LD East China and LL, PP low - melt copolymer and drawn wire in East China, and PP homopolymer injection molding and drawn wire in East China [97][100][101] IX. Polyolefin Import and Export Profits - Figures include LL import profit, differences between LL US Gulf FOB and China's CFR, LL Southeast Asia CFR and China's CFR, LL Europe FD and China's CFR, PP import profit, PP export profit (to Southeast Asia), differences between PP homopolymer injection molding US Gulf FOB and China's CFR, PP homopolymer injection molding Southeast Asia CFR and China's CFR, PP homopolymer injection molding Northwest Europe FOB and China's CFR, and LL export profit [106][117][122] X. Polyolefin Downstream Operating Rates and Profits - Figures cover the operating rates of PE downstream agricultural film, packaging film, winding film, PP downstream woven bags, BOPP film, injection molding, and their corresponding production gross profits [128][129][134] XI. Polyolefin Inventory - Figures show the inventories of PE and PP in oil - based enterprises, coal - chemical enterprises, traders, and ports [139][142][144]

瑞丰高材（300243.SZ）7月31日在投资者互动平台表示，公司百公斤级黑磷试验装置已稳定运行，产出 了符合质量要求的黑磷材料，目前正在建设吨级中试装置。随着黑磷生产装置规模的扩大，公司也在积 极对接下游应用端的合作事宜。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好！公司的黑磷研发中试技术与兴发集团的黑磷产 品有哪些不同？未来有与华为在固态电池方面进行深度合作的可能吗？谢谢！ ...

瑞财经 王敏 7月29日，安庆长宏科技股份有限公司（以下简称"长宏股份"）披露关于首次公开发行股票并上市辅导工作进 展报告（第十一期），辅导机构为华安证券。 据悉，长宏股份与2022年9月在安徽证监局启动IPO辅导备案。本期辅导时间为2025年4月至2025年6月。 今年2月，长宏股份注册资本由3771.09万元变更为2958.42万元，降幅21.55%。 工商信息显示，宋建退出董事职务，新增闻小英任董事。 | 辅导对象 | 安庆长宏科技股份有限公司 | | | --- | --- | --- | | 成立日期 | 2010年5月20日 | | | 注册资本 | 3,771.0914 万元 法定代表人 | 戴正亮 | | 法 要 单 块 | 安徽省安庆市大观经济循环经济产业园 | | | 控股股东及 持 股 比 例 | 叶喜来、闻小英夫妇,通过直接和间接方式合计持有公司 72.5668%的股份 | | | 行业分类 | 在其他交易场 (C26)化学原料和化学制 所(申请) 挂 品制造业 | 在安徽省股权托管交 | | | 牌或上市的情 | 易中心挂牌 | | | ਜ | | | 各 注 | 公司不存在近3年内 ...

Core Insights - Yuntianhua Group achieved over 35.5 billion yuan in revenue and over 3 billion yuan in profit for the first half of 2025, demonstrating steady progress and improved quality and efficiency [1] Group 1: Financial Performance - The company reported a stable performance with revenue exceeding 35.5 billion yuan and profit surpassing 3 billion yuan in the first half of 2025 [1] - The overall economic operation analysis indicates a resilient development trajectory for the company [1] Group 2: Operational Strategy - Yuntianhua Group implemented refined management practices and strengthened full-process control in production, leading to improvements in product quality and production efficiency [1] - The company actively responded to market changes by continuously iterating its global supply chain model, integrating industry, trade, logistics, and finance [1] Group 3: Market Positioning - The company deepened cooperation with domestic and international distributors, transitioning towards becoming an industry organizer [1] - Participation in international exhibitions such as the South China Agricultural Expo and the International Rubber and Plastics Exhibition enhanced brand influence and expanded sales channels [1] - Market share for the company's products steadily increased, contributing to the growth of brand value [1] Group 4: Industry Expansion - Leveraging its long-term technological advantages and market insights, Yuntianhua Group actively expanded into emerging sectors such as fine chemicals and new materials [1] - The company successfully developed and launched a series of high-performance, high-value-added products in the fine chemicals sector [1] - Breakthroughs in key technological bottlenecks in the new materials sector have effectively enhanced the company's competitiveness [1]

Core Viewpoint - The successful completion of the 225,000 tons/year high-performance resin raw material project by Xinjiang Tianye Group marks a historic breakthrough in non-petroleum-based ethylene technology in China, producing high-purity ethylene products with a purity of 99.96% [1] Group 1 - The project is the largest single-unit ethanol dehydration to ethylene facility in China, indicating significant advancements in the industry [1] - The project was implemented by Xinjiang Tianye Huixiang New Materials Co., Ltd., a wholly-owned subsidiary of the company, utilizing patented technology developed by Tianjin University [1] - The new facility aims to reduce reliance on traditional calcium carbide methods for producing polyvinyl chloride (PVC), addressing high energy consumption and pollution issues [1] Group 2 - The project is expected to significantly lower standard coal consumption and carbon dioxide emissions, contributing to environmental benefits [1] - North Oil Engineering, as the design unit, has accumulated rich engineering experience in the field of coal chemical coupling low-carbon olefins, achieving important breakthroughs in the design of large-scale coal-based olefin facilities [1] - The project supports the establishment of a new industrial chain for the company, integrating "coal-ethanol-ethylene-PVC" [1]

证券之星消息，根据天眼查APP数据整理，近日，烟台万美新材料有限公司成立，法定代表人为华卫 琦，注册资本10000万元，经营范围包含：一般项目：新材料技术推广服务；合成材料制造(不含危险化 学品)；合成材料销售；新材料技术研发；专用化学产品销售(不含危险化学品)；化工产品生产(不含许 可类化工产品)；化工产品销售(不含许可类化工产品)；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权 穿透显示，该公司由万华化学、合肥新美材料科技有限责任公司共同持股。 数据来源：天眼查APP ...