证券之星消息，近日普利特（维权）披露，截至2025年6月30日公司股东户数为3.0万户，较3月31日减 少6140.0户，减幅为16.98%。户均持股数量由上期的3.08万股增加至3.7万股，户均持股市值为39.38万 元。 根据统计，普利特2025年3月31日至2025年6月30日，主力资金净流出4.26亿元，游资资金净流出6977.86 万元，散户资金净流入4.96亿元。 在塑料行业个股中，普利特股东户数高于行业平均水平，截至6月30日，塑料行业平均股东户数为2.59 万户。户均持股市值方面，塑料行业A股上市公司户均持股市值为21.53万元，普利特高于行业平均水 平。 MACD金叉信号形成，这些股涨势不错！ 从股价来看，2025年3月31日至2025年6月30日，普利特区间涨幅为11.14%，在此期间股东户数减少 6140.0户，减幅为16.98%。 | | | | 统计截止日｜区间股价涨跌幅｜股东户数｜增减｜增减比例｜户均持股市值（元）｜户均持股数（股) | | | | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 11.14% | 30027 - ...

Group 1 - Gujia Home achieved a net profit of 1.02 billion yuan in the first half of 2025, a year-on-year increase of 13.89% [1] - Gujia Home's revenue for the first half of 2025 was 9.80 billion yuan, up 10.02% year-on-year [1] - Phoenix Holdings reported a net profit of 11.04 million yuan, successfully turning a profit [1] - Phoenix Holdings' revenue increased by 200.78% year-on-year to 291 million yuan [1] - Zheshang Securities recorded a net profit of 1.15 billion yuan, a year-on-year growth of 46.49% [1] - Zheshang Securities' revenue decreased by 23.66% to 6.11 billion yuan [1] Group 2 - Tianjin Port's net profit was 503 million yuan, a year-on-year decrease of 18.33% [3] - Tianjin Port's revenue for the first half of 2025 was 6.18 billion yuan, an increase of 4.33% year-on-year [3] - Xuantai Pharmaceutical reported a net profit of 45.59 million yuan, down 15.82% year-on-year [5] - Xuantai Pharmaceutical's revenue was 220 million yuan, a slight increase of 0.74% year-on-year [5] Group 3 - Yilida achieved a net profit of 40.03 million yuan, a year-on-year increase of 18.32% [7] - Yilida's revenue for the first half of 2025 was 758 million yuan, up 12.56% year-on-year [7] - Zhongji United reported a net profit of 262 million yuan, a significant year-on-year increase of 86.61% [9] - Zhongji United's revenue was 818 million yuan, a year-on-year growth of 43.52% [9] Group 4 - China Shipbuilding Special Gas reported a net profit of 178 million yuan, a slight decrease of 0.55% year-on-year [10] - China Shipbuilding Special Gas' revenue was 1.04 billion yuan, an increase of 12.60% year-on-year [10] - Xinyuan Intelligent Manufacturing achieved a net profit of 9.79 million yuan, a year-on-year increase of 284.45% [11] - Xinyuan Intelligent Manufacturing's revenue was 329 million yuan, up 388.33% year-on-year [11] Group 5 - Jiudian Pharmaceutical reported a net profit of 291 million yuan, a year-on-year increase of 2.57% [13] - Jiudian Pharmaceutical's revenue was 1.51 billion yuan, a year-on-year growth of 10.67% [13] - Boya Biological reported a net profit of 225 million yuan, down 28.68% year-on-year [15] - Boya Biological's revenue was 1.01 billion yuan, an increase of 12.51% year-on-year [15] Group 6 - True Love Home achieved a net profit of 197 million yuan, a year-on-year increase of 484.48% [17] - True Love Home's revenue was 390 million yuan, up 21.82% year-on-year [17] - Dongfang Electronics reported a net profit of 302 million yuan, a year-on-year increase of 19.65% [19] - Dongfang Electronics' revenue was 3.16 billion yuan, a year-on-year growth of 12.18% [19] Group 7 - Watte Holdings achieved a net profit of 18.41 million yuan, a year-on-year increase of 23.94% [21] - Watte Holdings' revenue was 906 million yuan, up 12.29% year-on-year [21] - Tianqin Equipment reported a net profit of 16.36 million yuan, a year-on-year increase of 2.78% [22] - Tianqin Equipment's revenue was 111 million yuan, a year-on-year growth of 18.42% [22] Group 8 - Yingfeng Environment achieved a net profit of 382 million yuan, a year-on-year increase of 0.43% [24] - Yingfeng Environment's revenue was 6.46 billion yuan, up 3.69% year-on-year [24] - Kexin Machinery reported a net profit of 52.20 million yuan, a year-on-year decrease of 46.18% [26] - Kexin Machinery's revenue was 592 million yuan, down 17.26% year-on-year [26] Group 9 - Tengda Construction reported a net profit of 108 million yuan, a year-on-year decrease of 0.69% [27] - Tengda Construction's revenue was 1.61 billion yuan, down 5.20% year-on-year [27] - Canaan Technology achieved a net profit of 7.35 million yuan, a year-on-year decrease of 38.46% [29] - Canaan Technology's revenue was 560 million yuan, up 1.29% year-on-year [29] Group 10 - Metro Design reported a net profit of 221 million yuan, a year-on-year increase of 6.58% [30] - Metro Design's revenue was 1.32 billion yuan, up 5.31% year-on-year [30] - China Shipbuilding Special Gas plans to use up to 2.9 billion yuan of idle funds for cash management [31] - The company intends to invest in safe, liquid, principal-protected products [31] Group 11 - Jiuchuang Biotechnology received a medical device registration certificate for its lupus anticoagulant detection kit [32] - The product is intended for in vitro qualitative detection of lupus anticoagulant in human plasma [32] - Xinowei's subsidiary received approval for clinical trials of its innovative drug [33] - The drug is a humanized monoclonal antibody intended for treating multiple cancers [33] Group 12 - Dongcheng Pharmaceutical's subsidiary received FDA approval for clinical trials of its targeted radiopharmaceutical [34] - The drug is intended for treating advanced prostate cancer [34] - Shandong Road and Bridge received approval to issue bonds up to 4 billion yuan [35] - The company specializes in road and bridge engineering construction [35] Group 13 - Diou Home plans to invest 500 million yuan to establish a subsidiary focused on generative AI [36] - The investment aims to transform the company into a full-stack industrial intelligent service provider [36] - Dayilong achieved a net profit of 90.87 million yuan, a year-on-year increase of 217.89% [37] - Dayilong's revenue was 957 million yuan, up 57.35% year-on-year [37] Group 14 - Chaohongji reported a net profit of 331 million yuan, a year-on-year increase of 44.34% [38] - Chaohongji's revenue was 4.10 billion yuan, up 19.54% year-on-year [38] - Taiji Group reported a net profit of 139 million yuan, a year-on-year decrease of 71.94% [39] - Taiji Group's revenue was 5.66 billion yuan, down 27.63% year-on-year [39] Group 15 - Suneng Co. reported a net profit of 93.19 million yuan, a year-on-year decrease of 90.13% [41] - Suneng Co.'s revenue was 5.57 billion yuan, down 17.15% year-on-year [41] - Three Gorges Water Conservancy reported a net profit of 47.93 million yuan, a year-on-year decrease of 79.07% [42] - Three Gorges Water Conservancy's revenue was 4.90 billion yuan, down 6.10% year-on-year [42] Group 16 - Furida reported a net profit of 108 million yuan, a year-on-year decrease of 15.16% [44] - Furida's revenue was 1.79 billion yuan, down 7.05% year-on-year [44] - Chenzhou Electric International achieved a net profit of 25.92 million yuan, a year-on-year increase of 29.55% [46] - Chenzhou Electric International's revenue was 1.96 billion yuan, up 1.26% year-on-year [46] Group 17 - Farlantek achieved a net profit of 122 million yuan, a year-on-year increase of 41.05% [47] - Farlantek's revenue was 1.18 billion yuan, up 46.63% year-on-year [47] - Huitai Medical reported a net profit of 425 million yuan, a year-on-year increase of 24.11% [48] - Huitai Medical's revenue was 1.21 billion yuan, up 21.26% year-on-year [48] Group 18 - Dameng Data's director is under investigation for suspected violations [49] - The company's daily operations remain normal [49] - Maiwei Co. reported a net profit of 394 million yuan, a year-on-year decrease of 14.59% [50] - Maiwei Co.'s revenue was 4.21 billion yuan, down 13.48% year-on-year [50] Group 19 - Waiservice Holdings achieved a net profit of 384 million yuan, a year-on-year increase of 5.51% [52] - Waiservice Holdings' revenue was 12.25 billion yuan, up 16.15% year-on-year [52] - Huakang Co. reported a net profit of 134 million yuan, a year-on-year decrease of 3.38% [53] - Huakang Co.'s revenue was 1.87 billion yuan, up 37.32% year-on-year [53] Group 20 - Bluelight Optical achieved a net profit of 103 million yuan, a year-on-year increase of 110.27% [54] - Bluelight Optical's revenue was 577 million yuan, up 52.54% year-on-year [54] - Shunwang Technology reported a net profit of 162 million yuan, a year-on-year increase of 69.22% [55] - Shunwang Technology's revenue was 1.01 billion yuan, up 25.09% year-on-year [55] Group 21 - Anbiping reported a net loss of 12.50 million yuan in the first half of 2025 [56] - Anbiping's revenue was 159 million yuan, down 30.11% year-on-year [56] - Jinhua Co. reported a net profit of 6.20 million yuan, a year-on-year decrease of 34.53% [57] - Jinhua Co.'s revenue was 241 million yuan, down 1.90% year-on-year [57] Group 22 - Xiehe Electronics achieved a net profit of 28.96 million yuan, a year-on-year decrease of 8.31% [59] - Xiehe Electronics' revenue was 451 million yuan, up 12.13% year-on-year [59] - Huguang Co. reported a net profit of 276 million yuan, a year-on-year increase of 8.40% [60] - Huguang Co.'s revenue was 3.63 billion yuan, up 6.20% year-on-year [60]

2025 年 08 月 22 日 公司研究 评级：买入(维持) 研究所： 证券分析师： 李永磊 S0350521080004 liyl03@ghzq.com.cn 证券分析师： 董伯骏 S0350521080009 dongbj@ghzq.com.cn 证券分析师： 陈云 S0350524070001 cheny17@ghzq.com.cn [Table_Title] 高端材料快速放量，上半年业绩同比高增 ——圣泉集团（605589）2025 年半年报点评 最近一年走势 | 相对沪深 300 | 表现 | | 2025/08/21 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 圣泉集团 | -0.3% | 18.0% | 83.8% | | 沪深 300 | 5.0% | 9.5% | 29.1% | | 市场数据 | | | 2025/08/21 | | 当前价格（元） | | | 31.53 | | 52 周价格区间（元） | | | 17.20-33.98 | | 总市值（百万） | | | 26,687.05 | | 流通市值（百万） | | ...

证券之星消息，8月22日塑料板块较上一交易日上涨0.68%，N能之光领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流出4.96亿元，游资资金净流入9466.73万元，散户资金净 流入4.01亿元。塑料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601208 | 东材科技 | 2.08亿 | 13.06% | -7971.53万 | -5.01% | -1.28 Z | -8.05% | | 002838 道恩股份 | | 1.22 Z | 13.71% | -1147.49万 | -1.29% | -1.10 Z | -12.42% | | 600143 | 金发科技 | 6045.24万 | 2.42% | 1773.01万 | 0.71% | -7818.2 ...

Report Industry Investment Rating - Not provided Core Viewpoints - The second - phase 900,000 - ton/year PP new device of Daxie Petrochemical, with a postponed initial plan, is now scheduled to be put into production around August 23 - 24. In the long - term, there is significant pressure from new PP capacity. Downstream factory start - up rates are rising slowly, inventory transfer is sluggish, and upstream inventory is accumulating. Cost - side support is weak, and the demand side is in the transition period between peak and off - peak seasons [2] Summary by Relevant Catalogs 1. Polyolefin Basis Structure - Figures include the trend of the plastic futures main contract, LL East China - main contract basis, the trend of the polypropylene futures main contract, and PP East China - main contract basis [8][11] 2. Production Profit and Start - up Rate - Figures cover LL production profit (crude oil - based), PE start - up rate, PP production profit (crude oil - based), PP production profit (PDH - based), PP start - up rate, PE weekly output, PE maintenance loss, PP weekly output, PP maintenance loss, and PDH - based PP capacity utilization rate [20][21][29] 3. Polyolefin Non - Standard Price Difference - Figures involve HD injection molding - LL East China, HD blow molding - LL East China, HD film - LL East China, LD East China - LL, PP low - melt copolymer - drawn wire East China, and PP homopolymer injection molding - drawn wire East China [28][35][36] 4. Polyolefin Import and Export Profit - Figures include LL import profit, LL US Gulf FOB - China CFR, LL Southeast Asia CFR - China CFR, LL Europe FD - China CFR, PP import profit, PP export profit (to Southeast Asia), PP homopolymer injection molding US Gulf FOB - China CFR, PP homopolymer injection molding Southeast Asia CFR - China CFR, PP homopolymer injection molding Northwest Europe FOB - China CFR, and LL export profit [42][47][54] 5. Polyolefin Downstream Start - up and Downstream Profit - Figures show PE downstream agricultural film start - up rate, PE downstream packaging film start - up rate, PE downstream stretch film - LL - 2300, PP downstream woven bag start - up rate, PP downstream BOPP start - up rate, PP downstream injection molding start - up rate, PP downstream woven bag production gross profit, and PP downstream BOPP production gross profit [63][64][74] 6. Polyolefin Inventory - Figures display PE oil - based enterprise inventory, PE coal - chemical enterprise inventory, PE trader inventory, PE port inventory, PP oil - based enterprise inventory, PP coal - chemical enterprise inventory, PP trader inventory, and PP port inventory [73][79][84]

Group 1 - In the first four months of 2025, the plastic production in Hebei Province reached 536,000 tons, representing a decline of 8.5% compared to the same period in 2024, with a growth rate 36.4 percentage points lower than in 2024 and 18.6 percentage points lower than the national average [1] - The total plastic production in Hebei accounted for 1.2% of the national output of 46,012,000 tons during the same period [1] Group 2 - In April 2025, Hebei's plastic production was 145,000 tons, which is a decrease of 17.3% year-on-year, with a growth rate 63.1 percentage points lower than in 2024 and 29.3 percentage points lower than the national average [2] - The April production in Hebei also represented 1.2% of the national total of 11,686,000 tons for that month [2]

证券之星消息，8月21日塑料板块较上一交易日下跌0.58%，中研股份领跌。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300478 | 杭州 高新 | 19.76 | 19.98% | 20.53万 | | 3.78亿 | | 688718 | 唯害勃 | 16.98 | 10.91% | | 6.88万 | · 1.15亿 | | 002838 | 道恩股份 | 26.02 | 10.02% | | 5.16万 | 1.33亿 | | 605008 | 长鸿高科 | 15.95 | 10.00% | 6 | 8.00万 | 1.23亿 | | 301237 | 和顺科技 | 41.25 | 4.22% | | 1.81万 | 7407.40万 | | 603928 | 兴际股份 | 18.30 | 3.57% | | 50.96万 | 9.45亿 | ...

Company Overview - Junhua Special High Polymer Materials Co., Ltd. (referred to as Junhua) has completed its IPO counseling filing with Jiangsu Securities Regulatory Bureau, with Guotai Junan Securities as the counseling institution [2] - Established in 2007, Junhua has a registered capital of 51 million yuan and focuses on the research, development, and production of high-performance specialty engineering plastics such as polyether ether ketone (PEEK) and polyimide (PI) [2] Ownership Structure - The chairman and general manager of Junhua is Li Jun, who holds a 90% stake in the controlling shareholder, Shanghai Junhua Qicheng Consulting Management Co., Ltd., which owns 49.5% of Junhua [2] - Other shareholders include Su Lihua, who holds 10% of Shanghai Junhua Qicheng Consulting Management Co., Ltd., and investments from Yin'an Capital and Guoqian Fund [2] Investments - Junhua has made external investments in three companies: Shandong Junhao High-Performance Polymer Co., Ltd., Changzhou Junhua Medical Technology Co., Ltd., and Changzhou Junhang High-Performance Composite Materials Co., Ltd. [2]

Report Industry Investment Ratings No relevant content provided. Core Views of the Report - The domestic economic growth is stable with progress, the liquidity environment is loose, and corporate profit expectations are repaired. In the market, small and medium - cap stocks lead the rise, and the growth style is dominant. Attention should be paid to the short - term key pressure level fluctuations and use options to build hedging transactions [2]. - The crude oil market has a complex situation. The market speculates on the Fed's September interest rate cut, but there are concerns about US summer demand and OPEC+ may accelerate production increase. The medium - and long - term price center of gravity is still weak [3]. - The gold market is affected by macro - economic and geopolitical factors. The market expects the Fed to cut interest rates in September, but the strong economic data boosts the US dollar and weakens the gold's safe - haven premium. Attention should be paid to the support near $3311 per ounce [4]. - The silver price has fallen recently, affected by the cooling of geopolitical risk - aversion sentiment and investors' profit - taking. It is necessary to pay attention to the performance at the $37 per ounce integer mark [6]. - For chemical products, the cost of PTA is weakly supported by oil prices, and the supply - demand expectation is weak in the medium term, but there is an expectation of demand improvement. Ethylene glycol has a good fundamental situation and fluctuates with the cost end. The fundamentals of PVC, PP, plastic, etc. have no obvious improvement and fluctuate with market sentiment [7][8][9][11][13]. - In the agricultural products market, the corn price is under pressure due to factors such as abundant supply and weak downstream demand, but it rebounds in the short term. The peanut price is affected by the expected increase in planting area and is in a weak position in the short term. The cotton price is affected by domestic and foreign supply - demand situations and shows a weak shock [20][22][23]. - In the metal market, the copper market is affected by global and domestic factors, and attention should be paid to the direction choice after the convergence. The aluminum market is in a shock trend, and the alumina price is under pressure. The casting aluminum alloy follows the aluminum price to fluctuate, and the lithium carbonate price is affected by cost, supply, and demand and is dominated by sentiment in the short term [29][30][32][33][34]. - In the black market, the stainless - steel, rebar, and hot - rolled coil prices are in a weak shock in the short term due to factors such as cost support weakening and weak demand. The iron ore price may decline in the short term, and the coking coal and coke prices may also fluctuate downward [36][37][38][39][41]. Summary by Relevant Catalogs Macro - Domestic economic growth is stable with progress, the liquidity environment is loose, and corporate profit expectations are repaired. Small and medium - cap stocks lead the rise, and the growth style is dominant. Pay attention to short - term key pressure level fluctuations and use options to build hedging transactions [2]. Crude Oil - The market speculates on the Fed's September interest rate cut, and the weakening US dollar provides some support. However, there are concerns about US summer demand, and OPEC+ may accelerate production increase. The medium - and long - term price center of gravity is still weak. WTI main contract should pay attention to the support near $62 - 63 per barrel [3]. Gold - The market expects the Fed to cut interest rates in September with an 86.1% probability, but strong economic data boosts the US dollar and weakens the gold's safe - haven premium. Pay attention to the support near $3311 per ounce [4]. Silver - The silver price has fallen recently, affected by the cooling of geopolitical risk - aversion sentiment and investors' profit - taking. Pay attention to the performance at the $37 per ounce integer mark [6]. Chemicals PTA - The cost is weakly supported by oil prices, and the supply - demand expectation is weak in the medium term. The inventory days are decreasing, and the production capacity change is not significant. There is an expectation of demand improvement in the downstream. Pay attention to the breakthrough of the resistance level at 4800 yuan per ton [7]. Ethylene Glycol - The domestic supply turns loose after the restart of coal - to - ethylene glycol plants. The inventory has a slight increase, but imports may decrease. The downstream demand is gradually recovering. It fluctuates with the cost end [8]. PVC - The production capacity utilization rate has increased, and the demand is mainly for rigid needs. The social inventory has increased. The fundamentals have no obvious improvement and fluctuate with market sentiment [9][10]. PP - The production capacity utilization rate has a slight increase, and the output has increased. The downstream average start - up rate has increased, and the inventory has decreased. The fundamentals have no obvious driving force and fluctuate with market sentiment [11][12]. Plastic - The production capacity utilization rate has increased, and the downstream start - up rate has increased slightly. The inventory has changed from a downward trend to an upward trend. The fundamentals have no obvious improvement and fluctuate with market sentiment [13]. Soda Ash - The supply has increased slightly, the demand is weak, and the inventory has increased. The market is affected by many news, and it is recommended to use a wide - range shock thinking in the short term [14]. Glass - The supply has a narrow - range fluctuation, the demand is weak, and the inventory has continued to accumulate. Affected by environmental protection restrictions, it is recommended to use a wide - range shock thinking in the short term [16]. Rubber - The rubber price is affected by supply and demand. The supply is expected to be loose, and the downstream demand is affected by trade barriers. Pay attention to the resonance market with other domestic varieties and the pressure above the main contract [18]. Methanol - The futures price has increased, the inventory has increased, the supply has increased slightly, and the demand has decreased. There is a prominent supply - demand contradiction. The cost provides some support, and the price fluctuates in a range [19]. Agricultural Products Corn - The US corn production exceeds expectations, and the domestic supply is abundant. The downstream demand is weak, but it rebounds in the short term due to the influence of other agricultural product sectors [20][21]. Peanut - The domestic peanut planting area is expected to increase. The new peanuts are about to be listed, and the old - crop inventory is being consumed. The current supply - demand is weak, and the price is supported by the strength of the oil category [22]. Cotton - The US Department of Agriculture's report is positive, but the domestic new - year cotton supply is expected to be abundant. The short - term supply is tight before the new cotton is launched, but there is a negative impact from the expected increase in import quotas. The price is in a weak shock [23]. Soybean Meal - Internationally, it is affected by trade policies and weather. Domestically, the supply pressure is prominent, but there is an expectation of supply shortage in the fourth quarter. The price may test the upper pressure level in the short term [24]. Soybean Oil - The import cost provides support, and the domestic supply pressure is large. The demand is driven by festivals. The price is in a weak adjustment, and attention should be paid to the lower support level [25][26]. Live Pigs - The supply will remain high in the short term, and the demand is weak in the off - season. The price fluctuates weakly and may fluctuate in a range in the short term [27]. Eggs - The supply pressure is significant, and the egg - laying hen inventory is high. The short - term price is boosted by festival preparations, but the upward driving force is insufficient. The current futures price valuation is low [28]. Metals Shanghai Copper - The copper market is affected by global and domestic factors. The global inventory transfer is coming to an end, and domestic policies boost market sentiment. Pay attention to the direction choice after the convergence of the price triangle [29]. Shanghai Aluminum - The supply is stable, and the demand is affected by the off - season and high prices. The inventory has increased, and it may continue to fluctuate in the range of 20300 - 21000 yuan per ton [30][31]. Alumina - The supply is expected to be in surplus, and the demand is mainly for rigid needs. The inventory has increased. The main contract may be in a weak shock in the short term [32]. Casting Aluminum Alloy - The cost provides support, the supply is in surplus, and the demand is affected by the off - season. The inventory is at a relatively high level, and it follows the aluminum price to fluctuate [33]. Lithium Carbonate - The cost is strongly supported, the supply pressure has weakened, and the demand is resilient. The futures price has a flash - crash limit - down, and it may fill the previous gap in the short term [34]. Industrial Silicon - The supply has a slight increase, and the demand structure is differentiated. The fundamentals are under pressure and fluctuate with market sentiment in the short term [35]. Polysilicon - The supply is increasing, and the demand is under pressure. The price is in a wide - range shock in the short term [36]. Black Stainless Steel - The cost support has weakened, the supply has increased slightly, and the demand in the off - season is not good. The price is in a weak shock in the short term [36]. Rebar - The "anti - involution" policy effect is reflected, the cost support has weakened, the demand is weak in the off - season, and the inventory has increased. The price is in a high - level weak shock in the short term [37]. Hot - Rolled Coil - Similar to rebar, the cost support has weakened, the demand is weak in the off - season, and the inventory has accumulated. The price changes from a single - side rise to a high - level shock [38]. Iron Ore - The supply pressure has increased, the demand has weakened marginally, and the inventory is at a high level. The main contract may decline in the short term [39][40]. Coal - For coking coal, the supply recovery is slow, and the demand has weakened marginally. For coke, the demand is supported by high - level iron - water production, but the inventory removal rate has slowed down. The prices of coking coal and coke may decline in the short term [41].

Group 1 - In the first five months of 2025, Anhui Province's industrial enterprises produced a total of 1.207 million tons of primary plastic, representing a decrease of 5.1% compared to the same period in 2024, with a growth rate 1.0 percentage points lower than 2024 and 15.2 percentage points lower than the national average [1] - The total primary plastic production in Anhui accounted for 2.1% of the national output of 58.098 million tons during the same period [1] Group 2 - In May 2025, Anhui's primary plastic production reached 264,000 tons, down 5.7% from May 2024, with a growth rate 1.8 percentage points lower than the previous year and 15.9 percentage points lower than the national average [2] - The May production in Anhui represented 2.2% of the national total of 11.9 million tons for that month [2]