需要对碳黑HP9212产品的成本进行分类，常见的分类包括直接材料成本、直接人工成本、间接材料成本、间接人工成本和制造费用等。通过准确分类，可 以更好地核算各个成本项的金额。 在产品开发、生产和销售全过程中，成本核算是企业管理的重要组成部分。碳黑HP9212作为一种化工原料，在许多行业（如橡胶、塑料、油墨等）中都被 广泛应用。因此，精准地核算碳黑HP9212产品的成本，对于企业的发展至关重要。 成本核算的目的在于全面掌握企业的成本情况，实现资源的最优配置，并制定合理的价格策略。通过对碳黑HP9212产品成本的核算，企业可以有效地评估 产品的利润空间、制定定价策略，并为企业的战略决策提供参考。 二、碳黑HP9212产品成本核算的方法与流程 1. 成本分类与核算方法： 引言： 在如今激烈的市场竞争中，企业如何降低产品成本、提高利润率是一个关键问题。碳黑HP9212作为一种常用的化工原料，在成本核算管理中扮演着重要的 角色。通过有效的成本核算管理，企业可以更好地掌握产品成本情况，制定合理的销售价格策略，提升企业的竞争力。 一、碳黑HP9212产品成本核算的背景与目的 在核算方法上，一般采用工序法或作业法。工序法是按产 ...

Core Viewpoint - The top-performing stocks in April include United Chemical and Guofang Group, with significant price increases of 159.09% and 117.10% respectively, amidst a general market decline [1][3]. Stock Performance Summary - **United Chemical**: Achieved a cumulative increase of 159.09% in April, with two trading days recording a 20% limit up. The company reported a revenue of 535 million yuan for 2024, a 24.80% increase year-on-year, and a net profit of 56.43 million yuan, up 66.81% [5]. - **Guofang Group**: Experienced a 117.10% increase, despite multiple risk warnings. The company reported a revenue of 757 million yuan for 2024, a 21.92% decrease, and a net profit of 58.01 million yuan, down 63.23% [6]. - **Hongbaoli**: Recorded a 104.27% increase, with eight trading days hitting the limit up. The company is undergoing technical modifications for its epoxy propylene project, which has not yet generated sales revenue [7]. - **ST Yushun**: Increased by 88.49%, with 16 trading days hitting the limit up. The company announced a significant asset restructuring involving a data center project [8]. - **Zhongqi New Materials**: Achieved an 85.72% increase, with a major share transfer that changed its controlling shareholder [9]. - **Lintai New Materials**: Increased by 84.94%, reporting a revenue of 101 million yuan for Q1 2025, a 107.43% increase, and a net profit of 38.36 million yuan, up 287.62% [10]. - **Wancheng Group**: Increased by 82.79%, reporting a revenue of 10.821 billion yuan for Q1 2025, a 124.02% increase, and a net profit of 215 million yuan, up 3344.13% [11][12]. - **Anji Food**: Increased by 76.69%, with a revenue of 607 million yuan for 2024, a 4.06% decrease, and a net profit of 38.33 million yuan, up 23.29% [13]. - **Leshan Electric Power**: Increased by 71.69%, with multiple risk warnings regarding high stock price increases [14]. - **Redick**: Increased by 70.20%, with ongoing uncertainty regarding its acquisition activities [15].

Industry Overview - The implementation of China's "dual carbon" strategy has led to the introduction of various policies related to energy storage, creating significant development opportunities for the energy storage lithium battery industry [1][2] - The State Council's "Action Plan for Carbon Peaking Before 2030" sets a target for new energy storage installations to exceed 30 million kilowatts by 2025, transitioning from initial commercialization to large-scale development [1][2] - By 2030, the goal is to achieve comprehensive market-oriented development of new energy storage [1] Market Growth Projections - According to GGII, China's energy storage battery shipments are expected to reach 340 GWh in 2024, representing a 65% year-on-year increase, driven by factors such as increased renewable energy installations and improved cost-effectiveness of lithium batteries [1] - By 2030, the shipment volume of China's energy storage lithium batteries is projected to reach 1,150 GWh, indicating a substantial market potential beyond just power batteries [1][2] Technological Advancements - The demand for carbon nanotube conductive agents is increasing due to the rising performance requirements for batteries in the electric vehicle sector, which necessitates enhancements in energy density and charging speed [3][4] - New battery technologies are further driving the demand for carbon nanotube conductive agents, particularly as the industry shifts towards silicon-based anodes, which offer significantly higher theoretical capacity compared to traditional graphite [4][5] Future Demand and Applications - GGII forecasts that by 2030, the shipment of carbon nanotube conductive agent powder will reach 41,000 tons, with a corresponding market size of 680,000 tons, reflecting a compound annual growth rate of 26.7% from 2024 to 2030 [5] - The growth in demand for carbon nanotubes is attributed to advancements in fast-charging technologies and the increasing application of new battery systems, including solid-state and sodium-ion batteries [5][6] Company Financial Performance - The company reported a revenue of 1,448.16 million yuan for the reporting period, a 3.13% increase year-on-year, while the net profit attributable to shareholders decreased by 15.80% to 250.20 million yuan [8]

1、现货市场：日照嘉吉一级豆油 8140 元/吨，较上一交易日持平。 2、宏观：特朗普时期的"对等关税"政策通过重塑全球贸易流、产业链定价权及市场风险 偏好，对期货市场形成了系统性冲击。 3、市场分析：当前时间窗口下，正处美豆播种与南美豆收割、出口季，目前巴西豆收割基 本完成。总体来看，南美新作丰产格局或将大概率成为事实。后市豆油中期新增供给与下 游需求或维持中性，豆油中期库存或维持整理。 4、参考观点：豆油 2509 合约，短线或区间震荡整理。 现货信息：43 豆粕各地区现货报价：张家港 3320 元/吨（-130）、天津 3400 元/吨（-180）、 日照 3580 元/吨（-70）、东莞 3620 元/吨（-70）。 市场分析：（1）宏观面: 中美贸易关税问题暂未解决，影响中美大豆贸易。 （2）国际大豆：美豆开启播种，进度超过预期。巴西大豆即将进入出口高峰期。 （3）国内豆粕供需面：巴西大豆逐渐到港，油厂开机率回升，豆粕供给预期将逐渐转为宽 松。现货市场五一节前备货与油厂开工出现错配，豆粕库存降至低点。 参考观点：豆粕短线或偏弱运行。 现货信息：东北三省及内蒙重点深加工企业新玉米主流收购均价 2128 ...

Report Industry Investment Ratings - Iron ore: Recommend shorting at high prices [2] - Coking coal and coke: Sideways [2] - Rebar and wire rod: Sideways [2] - Glass: Sideways [2] - Shanghai Stock Exchange 50 Index: Rebound [2] - CSI 300 Index: Sideways [4] - CSI 500 Index: Upward [4] - CSI 1000 Index: Upward [4] - 2 - year Treasury bond: Sideways [4] - 5 - year Treasury bond: Sideways [4] - 10 - year Treasury bond: Sideways [4] - Gold: High - level sideways [4] - Silver: High - level sideways [5] - Pulp: Weak sideways [5] - Logs: Sideways [5] - Soybean oil: Weak sideways [5] - Palm oil: Weak sideways [5] - Rapeseed oil: Weak sideways [5] - Soybean meal: Weak sideways [7] - Rapeseed meal: Weak sideways [7] - Soybean No. 2: Weak sideways [7] - Soybean No. 1: Sideways [7] - Rubber: Sideways [7] - PX: Sideways [7] - PTA: Sideways [7] - MEG: Low - level range [7] - PR: Hold off [8] - PF: Hold off [8] - Plastic: Weak sideways [8] - PP: Weak sideways [8] - PVC: Weak sideways [8] Core Viewpoints - The fundamentals of the iron ore market are gradually weakening due to repeated tariff disturbances and the resurgence of crude steel production restrictions. The supply of coking coal and coke is in an oversupply situation, and the market is pessimistic. The steel market is affected by policies and demand, with a cautious outlook. The glass market has weak demand and high inventory, with a short - term low - level sideways trend. The stock index market has a positive outlook with the easing of external market risks. The bond market is under pressure, and long positions in bonds should be reduced. The precious metals market is affected by multiple factors, with high - level sideways trends expected. The pulp market has weak demand and falling prices. The forest products market has marginal improvement, with a sideways trend. The oil and fat market has sufficient supply and is expected to be weak sideways. The rubber market has weak short - term driving forces and is expected to be weak sideways. The chemical product market is affected by raw material prices and supply - demand relationships, with mostly sideways or weak sideways trends [2][4][5][7][8] Summary by Related Catalogs Ferrous Metals - **Iron ore**: Tariff disturbances and crude steel production restrictions have led to a weakening of fundamentals. Overseas iron ore shipments are increasing, and with the improvement of weather and the end of mine maintenance, shipments and arrivals are expected to rise in the second quarter. Steel mill profits are okay, but there is an expectation of a peak in molten iron production, and market sentiment is pessimistic. Radical investors can hold a light position in the iron ore 09 contract and avoid uncertainties during the May Day holiday [2] - **Coking coal and coke**: Domestic coking coal production is still high, and supply has increased. Affected by tariff policies, steel spot trading is poor, and market confidence is frustrated. Most coking enterprises are at the break - even point, and the second round of coke price increases has not been implemented. The supply of coke is in an oversupply situation, and the overall market follows the trend of finished products [2] - **Rebar**: At the beginning of the month, the tariff impact landed, but the total reserve requirement ratio cut and interest rate cut tools have not been implemented. The market is cautious. At the end of the month, the crude steel policy has an impact, and the supply - side contraction expectation supports steel prices. Rebar is at a neutral valuation level, and cost support is strengthening. Demand is falling, and there are signs of a peak. It is recommended that investors hold a light position during the May Day holiday [2] - **Glass**: The conversion of 9 glass coal - fired production lines in Shahe City to clean gas has increased the cost of the far - month contract, making the far - month contract stronger than the near - month contract. Recently, coal prices have fallen rapidly, and the profit of coal - fired glass has improved. The start - up rate and daily output of float glass have declined, and supply has decreased slightly. Downstream demand is still weak, and inventory has started to accumulate. It is recommended to hold a light position during the May Day holiday and pay attention to spot trading, macro policies, and inventory changes [2] Financial Products - **Stock Index Futures/Options**: The previous trading day saw mixed performance in stock index futures. The inflow and outflow of funds in different sectors were different. With the stabilization of the external market and the easing of risk - aversion sentiment, long positions in stock index futures can be held [4] - **Treasury Bonds**: The yield of the 10 - year Treasury bond has decreased, and the central bank has carried out reverse repurchase operations. Interest rates are fluctuating, and the market is under pressure. Long positions in Treasury bonds should be reduced [4] - **Precious Metals**: Gold's pricing mechanism is changing, and central bank gold purchases are the key. It has multiple attributes such as currency, finance, and risk - aversion. The current logic for the rise in gold prices has not completely reversed, and short - term fluctuations may be caused by the Fed's interest rate and tariff policies. Silver is also in a high - level sideways trend, and it is necessary to pay attention to inflation and employment data [4][5] Forest Products - **Pulp**: The spot market price of pulp has continued to decline, and the cost price has also decreased, weakening the support for pulp prices. The profitability of the papermaking industry is low, and demand is weak. Pulp prices are expected to be weak sideways [5] - **Logs**: The daily average shipment volume of logs at ports has increased, but demand has declined after reaching a phased high. The arrival volume in the near future has decreased, and supply pressure has eased. The inventory at ports has remained stable. The cost has decreased, and the market price is expected to be sideways [5] Oil and Fats - The Southeast Asian palm oil is in the seasonal production - increasing cycle, and there is an expectation of inventory accumulation. South American soybeans have a record - high harvest, and domestic soybean arrivals have increased significantly. The supply of the three major oils is sufficient, and with the end of pre - holiday stocking, the oil and fat market is expected to be weak sideways [5] Soft Commodities - **Rubber**: The supply side is expected to increase in May as the main domestic and overseas production areas start tapping. The demand side has weak sales in the semi - steel tire industry, and the overall demand is uncertain. The inventory accumulation speed has slowed down, and the price is expected to be weak sideways. Attention should be paid to the macro and policy aspects [7] Chemical Products - **PX**: There is a lack of positive drivers, and oil prices may fluctuate within a narrow range. The domestic PX load is fluctuating, and the demand from the PTA side has declined. PX prices are expected to follow oil price fluctuations [7] - **PTA**: Raw material prices are volatile, and the PXN spread is around $184/ton, and the spot TA processing margin is around 429 yuan/ton. The TA load has increased, and the polyester load is maintained. The short - term supply - demand situation is in a state of inventory reduction, mainly affected by raw material prices [7] - **MEG**: The domestic MEG load has increased, and the port inventory has continued to accumulate. The polyester load is stable. Raw material prices are weak, and the market fluctuates widely due to macro - sentiment fluctuations [7] - **Plastic Products**: Most chemical products are affected by raw material prices, supply - demand relationships, and policies. The market is in a sideways or weak sideways trend. For example, the plastic market is affected by concerns about economic decline and new device production, with a weak outlook. The PP market is affected by falling oil prices and supply - demand relationships, with a weak sideways trend. The PVC market has a decline in upstream and downstream starts, and inventory has decreased, but the market is still expected to be weak sideways [8]

Group 1 - The private economy is a vital force in promoting Chinese-style modernization and high-quality development, as emphasized by Xi Jinping's remarks on the broad prospects for private economic development [1][2] - The theoretical policies regarding the private economy have evolved significantly over the past 40 years, reflecting a deepening understanding of its role and importance within the socialist system [2][3] - The number of private enterprises in China has increased to 56.707 million as of January 2025, a 5.2-fold increase since 2012, representing over 92% of all enterprises in the country [3] Group 2 - The private economy has shown significant growth in scale, innovation capability, and market competitiveness, contributing over 70% of technological innovations in the country [3][4] - By 2024, the total import and export volume of private enterprises is expected to reach 24.33 trillion yuan, accounting for 55.5% of China's total foreign trade [3] - The overall economic environment in China remains favorable for the development of the private economy, supported by a robust industrial system and a large consumer market [4][5] Group 3 - The government has implemented a series of policies to optimize the business environment for private enterprises, including the release of the "Opinions on Promoting the Development of the Private Economy" [5] - The political, economic, and social environments are currently very conducive to the growth of the private economy, with a focus on fair competition and legal protections [5][6] - Challenges facing the private economy include cyclical economic issues and external environmental changes, but these are seen as temporary and manageable [6] Group 4 - Companies are encouraged to pursue high-quality development by focusing on core competencies, technological innovation, and improving internal governance [6] - The importance of adapting to market changes and consumer demands is highlighted, with examples of companies successfully transforming through digitalization and innovation [10][12] - The narrative of private enterprises emphasizes the need for a proactive approach to embrace change and enhance competitiveness in a global market [15]

Market Overview - A total of 76 stocks hit the daily limit up in the A-share market, with 61 stocks remaining after excluding 15 ST stocks, resulting in a limit-up rate of 75.25% [1] Stock Performance - Liou Co. had the highest limit-up order volume with 1.1835 million hands, followed by Yuzhong Three Gorges A, ST Huayuan, and Hongbo Co. with 281,900, 201,500, and 176,500 hands respectively [2] - In terms of consecutive limit-up days, Maoye Commercial achieved 4 consecutive limit-ups, while Yuzhong Three Gorges A and Hongbo Co. had 3 consecutive limit-ups [2] Financial Highlights - Liou Co. reported a net profit of 108 million yuan for Q1 2025, marking a turnaround from losses year-on-year. The company is leveraging AI marketing concepts through its AIGC ecosystem platform "LEOAIAD" [3] Industry Insights PEEK Materials - Several stocks related to PEEK materials hit the limit up, including Jusa Long, Xinhan New Materials, and Zhongxin Fluorine Materials. Jusa Long has made progress in developing modified PEEK composites and holds relevant patents [4] - Xinhan New Materials produces DFBP, a core raw material for PEEK production, while Zhongxin Fluorine Materials has established a production capacity of 5,000 tons of DFBP [5] Computing Power - Stocks such as Hongbo Co., Meili Cloud, and Litong Electronics saw limit-up performance. Hongbo Co.'s subsidiary is focused on providing GPU computing services for AI demands [6] - Meili Cloud is committed to developing data center infrastructure, while Litong Electronics aims to expand its computing power business both domestically and internationally [6] Robotics - Stocks like Tianqi Co., Jihua Group, and Fangzheng Electric experienced limit-up. Tianqi Co. is advancing its embodied intelligent robotics business in collaboration with leading robotics manufacturers [7] Investment Trends - Liou Co. topped the net buying list on the Dragon and Tiger list with over 200 million yuan in net purchases, followed by Bochuang Technology and Meili Cloud [10][11] - Institutional investors showed significant net buying in stocks like Daye Co. and Hailian Jinhui, indicating strong interest in these companies [11][12]

收评：沪指缩量震荡微跌 化工、机器人概念股集体走强 智通财经4月29日电，市场全天窄幅震荡，三大指数微幅下跌。沪深两市全天成交额1.02万亿，较上个 交易日缩量343亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3500只个股上涨。从板块来 看，PEEK材料概念股再度大涨，新瀚新材20CM涨停。化工股表现活跃，宿迁联盛等多股涨停。机器 人概念股展开反弹，大叶股份等多股涨停。下跌方面，电力股集体调整，乐山电力跌停。板块方面， PEEK材料、美容护理、化学制品、人形机器人等板块涨幅居前，电力、白酒、可控核聚变、电商等板 块跌幅居前。截至收盘，沪指跌0.05%，深成指跌0.05%，创业板指跌0.13%。 ...

从资本市场看，上周沪深两市涨幅前五名的上市化企分别为先达股份上涨49.54%、中欣氟材上涨 40.89%、唯科科技上涨33.65%、振华股份上涨33.55%、新瀚新材上涨31.20%；跌幅前五名的上市化企 分别为金力泰下跌43.85%、国立科技下跌30.11%、ST海越下跌21.88%、返利科技下跌21.81%、怡达股 份下跌21.64%。 中化新网讯 上周(4月21日—25日)，化工指数全部红盘报收，明显强过石油指数。 化工板块方面，化工原料指数累计上涨2.26%、化工机械指数累计上涨3.18%、化学制药指数累计上涨 3.29%、农药化肥指数累计上涨2.78%；石油板块方面，石油加工指数累计下跌0.48%、石油开采指数累 计上涨0.01%、石油贸易指数累计下跌2.87%。 上周，市场多空因素交织，国际原油价格窄幅震荡。截至4月25日，纽约商品交易所西得克萨斯轻质原 油期货(WTI)主力合约结算价格为63.02美元/桶，较4月17日下跌2.57%；洲际交易所布伦特原油期货 (Brent)主力合约结算价格为66.87美元/桶，较4月17日下跌1.60%。 从现货市场看，涨幅前五名的石化产品分别为聚合MDI上涨6 ...

证券代码：603004 证券简称：鼎龙科技 公告编号：2025-023 浙江鼎龙科技股份有限公司 2024 年度主要经营数据公告 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。 浙江鼎龙科技股份有限公司（以下简称"公司"） 根据《上海证券交易所上 市公司自律监管指引第3号—行业信息披露：第十三号——化工》有关规定和披 露要求，现将2024年度主要经营数据公告如下： 注：报告期内，生产量和销售量包括了公司向外采购的成品。 | 二、公司主要产品的价格变动情况 | | --- | | 主要产品名称 | 2024 年度均价 （万元/吨） | 2023 年度均价 （万元/吨） | 变动幅度（%） | | --- | --- | --- | --- | | 染发剂原料 | 27.38 | 29.52 | -7.25 | | 特种工程材料单体 | 30.07 | 41.87 | -28.18 | | 植保材料 | 20.07 | 17.71 | 13.33 | 注：因各类产品种类较多且价格差异较大，上表平均单价（按量加权计算） 受产品结构影 ...