证券代码：601096 证券简称：宏盛华源 公告编号：2025-040 宏盛华源铁塔集团股份有限公司 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。 重要内容提示： ? 公司预计2025年半年度实现盈利，且净利润与上年同期相比上升 ? 公司预计2025年半年度实现归属于上市公司股东的净利润为1.93 亿元到2.14亿元，与上年同期相比，将增加0.92亿元到1.13亿元，同比增 加90.99%到111.77%。 ? 公司预计2025年半年度实现归属于上市公司股东的扣除非经常性 损益的净利润为1.84亿元到2.05亿元，与上年同期相比，将增加1.12亿元 到1.33亿元，同比增加154.98%到184.08%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 东的净利润为1.93亿元到2.14亿元，与上年同期相比，将增加0.92亿元到 的净利润为1.84亿元到2.05亿元，与上年同期相比，将增加1.12亿元到1.33 亿元，同比增加154.98%到184.08%。 （三）本期业绩预告为公司根据经营情况的初步测算，未经 ...

民丰特纸（600235）公告，预计2025年半年度实现归属于母公司所有者的净利润1500万元左右，与上年 同期相比，预计将减少3343万元左右，同比减少69%左右。预计2025年半年度实现归属于母公司所有者 的扣除非经常性损益的净利润为1480万元左右，与上年同期相比，预计将减少3358万元左右，同比减少 69%左右。 ...

富时中国A50指数连续 光大银行 2564.31亿市值 12.56亿成交额 4.34 -0.10(-2.25%) 保险 中国太保 中国人保 中国平安 明 3750.19亿市值 3699.98亿市值 10509.13亿市值 23.20亿成交额 62.69亿成交额 14.31亿成交额 57.71 8.48 38.46 +0.84(+2.23%) +0.58(+1.02%) -0.11(-1.28%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17925.94亿市值 2165.31亿市值 4824.84亿市值 82.39亿成交额 15.79亿成交额 35.63亿成交额 1427.00 177.49 124.30 -1.05(-0.59%) +0.50(+0.04%) +1.72(+1.40%) 米含体 海光信息 北方华创 寒武纪-U HYGON 2387.28亿市值 2317.58亿市值 3194.34亿市值 12.33亿成交额 28.81亿成交额 63.59亿成交额 330.83 553.98 137.43 +1.00(+0.30%) +30.48(+5.82%) +2.32(+1.72%) 铁路公路 石油行业 中国 ...

甲醇：港口累库，价格承压 —20250711 张永鸽 从业资格号：F0282934 投资咨询证号：Z0011351 张艳雯 从业资格号：F03088843 价格：本期港口甲醇现货价格回落，江苏价格在2370-2480元/吨，广东价格2390-2470元/吨。因内地补充量充足，港口表需低位、库存累积， 且后市主流港口可流通量预计增加，压制市场价格。内地市场呈偏弱震荡，主产区鄂尔多斯北线价格区间1963-2010元/吨，下游东营接货价 2225-2265元/吨。虽局部供应收紧带动下游低价买盘，但终端需求疲软，下游仅刚需谨慎采购，企业让利出货下，价格上涨动力不足。 供应：周内国内甲醇产量增至1909928吨，较上周减少77148吨，装置产能利用率为84.75%，环比跌3.89%。本期内有新增检修装置，如陕西 渭化、内蒙古东日、甘肃华亭，及河北一套、内蒙古一套、新疆一套、山东两套装置；有检修、减产装置恢复，如重庆卡贝乐、内蒙古君正、 烟台万华、云南先锋、中石化长城，及山东、新疆各一套装置。港口库存方面，华东地区累库，库存增加6.10万吨；华南地区去库，库存减 少1.58万吨。 弘业期货金融研究院 下游需求：甲醇下游需 ...

Core Viewpoint - Yifeng New Materials Co., Ltd. has submitted its IPO application to the Shenzhen Stock Exchange, aiming to raise 844 million yuan for various projects, including high-refractive optical resin materials and digital construction [1][4]. Company Overview - Yifeng New Materials, formerly known as Shandong Yifeng Biochemical Environmental Protection Co., Ltd., changed its name in November 2021 after withdrawing its previous IPO application for the Sci-Tech Innovation Board [3]. - The company focuses on organic sulfur chemistry and optical new materials, producing key products such as thiourea and polysulfide materials [6][10]. Financial Performance - The company reported a decline in revenue from 714 million yuan in 2022 to 625 million yuan in 2023, with a further drop to 602 million yuan in 2024 [15][16]. - The net profit for the years 2022, 2023, and 2024 was approximately 135 million yuan, 137 million yuan, and 139 million yuan, respectively, indicating minimal growth [17]. Investment Projects - The planned investment projects include: - High-refractive optical resin materials project: 419.26 million yuan - High-end functional materials cyclic olefin project: 137.97 million yuan - R&D center construction project: 134.48 million yuan - Digital construction project: 112.88 million yuan - Marketing channel construction project: 39.67 million yuan [5]. Market Position - Yifeng New Materials holds a 5.33% market share in the global polysulfide curing agent market, with an estimated market size of 992 million yuan in 2024 [8]. - The company is a leading producer of thiourea, with a 26.40% market share in a global market valued at approximately 851 million yuan in 2024 [8]. Shareholding Structure - The major shareholders include Ma Yunsheng (32.45%) and Wan Chunling (12.66%), with the Ma family collectively holding nearly 50% of the company [23][24]. - The company has undergone shareholding changes, including instances of shareholding representation, which have been resolved [22][23]. R&D and Innovation - Yifeng New Materials has invested in R&D, with expenses of 22.07 million yuan in 2024, representing 3.67% of its revenue [22]. - The company holds 148 domestic patents and has participated in setting international standards for thiourea [21].

瑞财经 吴文婷近日，浙江万得福智能科技股份有限公司（以下简称"万得福"）启动A股IPO辅导，辅导机构为民生证券股份有限公司，律师事务所为上海市 锦天城律师事务所，会计师事务所为立信会计师事务所(特殊普通合伙)。 公开资料显示，万得福的主营业务为食品级聚丙烯(PP)和聚苯乙烯(PS)为原材料的普通塑料餐具和高档仿金属塑料餐具的研发、生产、销售和售后服务。 公司曾用名为"金华万得福日用品股份有限公司"，于2022年更名为"浙江万得福智能科技股份有限公司"。其曾于2015年新三板挂牌，于2021年摘牌。 资料显示，张一为，男，1966年出生，中国籍，无境外永久居留权。1985年至1988年就职于金华艾青中学，任教师；1988年至1991年就职于金华县经济协作 公司，任业务经理；1991年至2009年就职于金华市进出口有限公司，任业务经理；2009年起至今就职于公司，任总经理；现任股份公司董事长、总经理。 田莉，女，1972年出生，中国籍，无境外永久居留权。2018年4月起至今任职于公司，任董事。 值得注意的是，早在2024年7月，万得福曾聘请东方证券为辅导机构，在浙江证监局辅导备案，启动A股IPO。如今，其更换辅导 ...

Core Viewpoint - The event "豪爽篮球局" organized by 优益C showcases a new approach to health beverages, targeting young consumers through interactive and engaging formats [1][12]. Group 1: Event Overview - The "豪爽篮球局" event took place on July 4, 2025, featuring a basketball match between two teams led by notable figures, including basketball expert 吴勇豪 and 蒙牛集团's low-temperature division general manager 纪臣 [1][4]. - The event utilized live streaming, competitive play, and interactive sales to connect health beverages with young consumers [1][4]. Group 2: Product Highlights - 吴勇豪 promoted his favorite product, "益生菌柠檬茶," which combines high-quality tea and a proprietary probiotic formula, enhancing vitality during sports [4]. - A new product, "益生菌冰柚子," was introduced, featuring 500 billion active probiotics to aid digestion [4]. - The product range also includes "优益C畅快菌粉," designed for the elderly, addressing diverse health needs [4]. Group 3: Brand Strategy - 纪臣 emphasizes the importance of innovation in probiotic low-temperature dairy products, focusing on health, taste, and functionality [8]. - The collaboration with NBA reflects the brand's commitment to health and vitality, aligning with the spirit of teamwork and perseverance [10]. - Future plans include continued NBA collaborations and a focus on youth-oriented, functional, and lifestyle-driven products in the probiotic beverage sector [12].

Core Viewpoint - The conference focused on the high-quality development of the meat products industry, emphasizing food safety and industry standards, with DeLis Group sharing its practices and commitments in this area [1][2]. Group 1: Food Safety Practices - DeLis Group implements a rigorous food safety management system through daily control, weekly inspections, and monthly assessments to ensure risk management throughout the production process [1]. - The company has upgraded its production facilities and optimized processes, establishing a comprehensive food safety traceability system that accurately records every step from raw material procurement to sales [1]. - DeLis Group strictly adheres to regulations regarding raw material sourcing, collaborating only with reputable suppliers to ensure product quality [1]. Group 2: Commitment to Quality and Transparency - The company emphasizes its commitment to integrity in operations, accepting supervision from government, media, and consumers, and proactively disclosing production information to uphold consumer rights [2]. - DeLis Group is responding to the China Meat Association's initiative to enhance meat safety, committing to full-process quality control and technological innovation to provide safe and nutritious meat products [2]. - The company calls for collaboration within the industry to build a more robust food safety assurance system, aiming to elevate the meat products sector to a new stage of high-quality development [2].

格隆汇获悉，近日，有研金属复合材料（北京）股份公司（简称"有研复材"）提交了首次公开发行股票并在科创板上 市招股说明书申报稿，保荐机构为中信证券。 有研复材主要从事金属复合材料及制品、特种有色金属合金制品的研发、 生产和销售，产品应用于航空航天、军工电 子、智能终端等领域。 2022年、2023年、2024年（简称"报告期"），公司的金属复合材料及制品营收占比为59.19%、66.70%、72.80%，为上 涨势头，成为Rheem、A.O.Smith等全球知名热水器公司的主要供应商。 报告期内，特种有色金属合金制品有所下降。公司研制的铝合金槽道热管精密型材批量应用于航天器热控系统；航空 精密铝合金管材大批量应用于战斗机燃油、环控系统；公司突破大规格细晶铝合金铸锭电磁搅拌半连铸技术，大铸锭 产品在导弹、火箭、战斗机等航空航天领域实现批量应用。 报告期的主要财务数据和财务指标，图片来源招股书 有研复材存在政府补助及税收优惠政策变动的风险。报告期内，公司政府补助确认的其他收益金额分别为0.15亿元、 0.07亿元、0.12亿元，占各期净利润的比例分别为20.51%、11.40%、16.91%；如果未来相关政府部门对 ...

Core Viewpoint - Shanghai Chlor-Alkali Company has established a new党建品牌 ("Party Building Brand") named "'氯'践行" to integrate党建 (Party Building) with business operations, aiming for high-quality development and a positive corporate image [1] Group 1: Party Building Initiatives - The company emphasizes the central role of "氯" (Chlorine) in its production and operations, enhancing the ideological appeal through collective efforts [2] - Annual "thematic discussions" and "rational suggestions" activities are conducted to foster development and encourage employee participation [3] - Each of the 23 grassroots party branches selects a unique theme annually, promoting leadership and development among party members [4] Group 2: Strategic Development - The company implements the "江河入海" (River to Sea) strategic development approach, focusing on comprehensive growth [5] Group 3: Green Development - The company integrates the "green" element into its operations, enhancing development momentum and fostering new productive capabilities, with a total of 224 patents applied, 9 of which received Shanghai Science and Technology Awards [6] - Digital technologies, including AI and robotics, are deployed to facilitate green transformation and innovation, significantly improving safety levels in chemical operations [6] - The company has established a "waste-free factory" in the Shanghai Chemical Zone and adheres to environmentally friendly practices in its projects, such as protecting mangroves in Guangxi [6] Group 4: Safety and Integrity - The company focuses on safety and integrity, implementing "律" (Law) requirements to enhance team action and maintain a transparent ecosystem [7] - Future plans include creating a党建品牌 matrix, focusing on four dimensions for systematic layout and organic integration [7] Group 5: Structural and Mechanism Enhancements - The company will lead with the core brand "'氯'践行" to establish a spiritual core and action guidelines [8] - It aims to deeply embed党建 into the business chain, ensuring that party branches are integrated within operational areas [8] - A closed-loop management system will be implemented, including a star rating assessment mechanism for party branches to promote collaborative success [9] - The company will leverage resource integration and a smart党建 platform to enhance the standardization and specialization of party branches [9]