黄河东岸、毛乌素沙地西缘，一片规模宏大的现代化工业新城拔地而起，与远方的贺兰山遥遥相望。 走进宁东能源化工基地，巨型装置高耸林立、粗壮管道纵横交织，宛如钢铁森林。入夜时分，当璀璨灯光接连亮起，座座工厂流光溢彩，一幅立体的经济 热力图呈现眼前。 在这里，习近平总书记发出"社会主义是干出来的"伟大号召。这一振聋发聩的时代强音，激励亿万中国人民向着伟大复兴中国梦奋勇前进，更在宁东人耳 边时时回响，给宁东的发展增添了无穷动力。 国家能源集团宁夏煤业公司400万吨/年煤制油项目俯瞰图。（资料图片） 宁东人牢记总书记嘱托，立足中国式现代化新时代新征程，干字当头、踔厉奋进，紧抓新一轮科技革命和产业变革的历史机遇，因地制宜发展新质生产 力，加快构筑以先进煤化工为骨干的现代化产业体系，向新而行、向绿拓展、向优发展、向改革要效益，在高质量发展的道路上阔步前行。 实干筑基 因煤而建，因煤而兴。 走进宁东基地"科创宁东"展厅，一块黝黑发亮的"太西煤"跃入眼帘，十分醒目。这是宁东煤田的主力品种，也是一块"历史化石"，在不同时期、以不同形 态见证着宁东基地的发展。 煤炭是我国能源消费中占比过半的当家品种，储量主要集中在中西部地区，其中又 ...

| 财务指标/时间 | 2024年 | 2023年 | 2022年 | | --- | --- | --- | --- | | 营业收入（万元） | 79709.00 | 71272.22 | 68705.12 | | 归属母公司股东的净利润（万元） | 9866.32 | 8182.36 | 5282.97 | | 扣除非经常损益后归属母公司所有者净利润（万元） | 9105.11 | 7578.15 | 1995.96 | | 基本每股收益（元） | 1.2600 | 1.0300 | 0.6700 | | 稀释每股收益（元） | 1.2600 | 1.0300 | 0.6700 | | 加权平均净资产收益率（%） | 16.32 | 15.45 | 11.19 | | 经营活动产生的现金流量净额（万元） | 16013.27 | 16476.97 | 6820.41 | 财务数据显示，2022年—2024年公司实现营业收入分别为6.87亿元、7.13亿元、7.97亿元，实现净利润 分别为5282.97万元、8182.36万元、9866.32万元。增幅方面，2024年公司营业收入增长11.84%，净利润 ...

Group 1 - Puyang Huicheng Electronic Materials Co., Ltd. experienced a decline of 1.14% on December 30, with a stock price of 15.64 yuan per share and a total market capitalization of 4.565 billion yuan [1] - The company, established on December 27, 2002, and listed on June 30, 2015, specializes in the research, production, and sales of fine chemicals, including anhydride derivatives and functional material intermediates [1] - The revenue composition of the company is as follows: anhydride derivatives account for 80.54%, functional material intermediates for 19.29%, and other sources for 0.17% [1] Group 2 - Southern Fund's Southern Baoyuan Bond A (202101) is among the top ten circulating shareholders of Puyang Huicheng, holding 1.3001 million shares, which represents 0.45% of the circulating shares [2] - The fund has a current scale of 6.076 billion yuan and has achieved a year-to-date return of 6.39%, ranking 477 out of 6215 in its category [2] - The fund manager, Lin Lefeng, has a tenure of 9 years and 278 days, with a total fund size of 15.472 billion yuan and a best return of 161.29% during his tenure [3]

Investment Rating - The report maintains a "Buy" rating for several companies including Xinyangfeng, Senqilin, Ruifeng New Materials, Sinopec, Juhua, Yangnong Chemical, CNOOC, Tongkun, Daotong Technology, and others [10]. Core Viewpoints - The report highlights significant price increases in battery-grade lithium carbonate (up 10.79%) and industrial-grade lithium carbonate (up 10.78%), while sulfur and liquid chlorine experienced notable declines [4][7]. - It suggests focusing on investment opportunities in areas such as import substitution, pure domestic demand, and high dividend stocks, particularly in light of the current geopolitical tensions affecting oil prices [6][18]. - The overall chemical industry remains under pressure, with mixed performance across sub-sectors due to past capacity expansions and weak demand, although some sectors like lubricants are performing better than expected [21]. Summary by Sections Chemical Industry Investment Suggestions - The report recommends paying attention to the glyphosate industry, which is showing signs of recovery with decreasing inventory and rising prices, suggesting potential investment in companies like Jiangshan Co., Xingfa Group, and Yangnong Chemical [21]. - It also emphasizes selecting stocks with strong competitive positions and growth potential, particularly in the lubricant additive sector and coal-to-olefins industry [21]. - The report notes that domestic demand for chemical fertilizers and certain pesticide sub-products remains robust, with companies like Hualu Hengsheng and China Heartlink Fertilizer being highlighted for investment [21]. Price Trends of Chemical Products - The report details recent price movements, with significant increases in battery-grade lithium carbonate and PTA, while products like sulfur and liquid chlorine saw declines [4][5][19]. - It mentions that the international oil price is expected to stabilize around $65 per barrel, which could benefit companies with high dividend yields and those that are sensitive to raw material cost reductions [6][18]. Market Dynamics - The report discusses the impact of geopolitical tensions on oil prices, particularly the situation in Venezuela and the EU's sanctions on Russia, which have contributed to recent price fluctuations [22][23]. - It highlights the weak trading atmosphere in the coal market, with prices declining due to limited demand and cautious market sentiment [29][30]. - The report notes that the polypropylene market is experiencing downward pressure due to weak demand and increased supply, while the PTA market is expected to remain strong due to ongoing inventory reduction [31][35].

证券日报网讯 12月29日，金禾实业在互动平台回答投资者提问时表示，公司跨界进入固态电池材料领 域并非盲目跨界，而是基于精细化工领域积累的高纯度合成、规模化生产及复杂工艺控制等平台型核心 能力，这与固态电池核心原料所需的高纯度、低成本、规模化供应要求高度契合。 （编辑 王雪儿） ...

Core Viewpoint - Tian De Chemical (00609) has announced the acquisition of a 49% equity stake in Weifang Zhongying Chemical Co., Ltd. for RMB 88 million, aiming to enhance its position in the fine chemical industry and improve operational efficiency [1] Group 1: Acquisition Details - The buyer, Weifang Binhai Petrochemical Co., Ltd., is a wholly-owned subsidiary of the company [1] - The seller, Zhejiang Zhongshan Chemical Group Co., Ltd., has agreed to sell the stake, which will make the target company a wholly-owned subsidiary of the company upon completion [1] Group 2: Strategic Rationale - The acquisition is part of the company's strategy to strengthen its position in the fine chemical sector amid significant operational challenges in China's manufacturing industry [1] - The company aims to streamline decision-making processes and align the target company's operations with its long-term growth strategy through full integration [1] Group 3: Growth Opportunities - By fully integrating the target company, the group plans to leverage its strong capabilities, competitive advantages, industry expertise, and existing customer relationships to pursue additional growth opportunities [1] - This move supports the company's commitment to disciplined expansion and operational excellence, ultimately creating sustainable value for shareholders [1]

北京商报讯（记者 马换换 李佳雪）12月29日，深交所官网显示，江苏清泉化学股份有限公司（以下简 称"清泉股份"）创业板IPO获得受理。 招股书显示，清泉股份是一家专业从事特种精细化学品和特种高分子新材料研发、生产与销售的国家级 专精特新重点"小巨人"企业。本次冲击上市，公司拟募集资金约4.92亿元。 ...

Core Viewpoint - Tian De Chemical (00609) has announced the acquisition of a 49% equity stake in Weifang Zhongying Chemical Co., Ltd. for RMB 88 million, which will make the target company a wholly-owned subsidiary, enhancing the company's position in the fine chemicals industry [1] Group 1: Acquisition Details - The buyer, Weifang Binhai Petrochemical Co., Ltd., is an indirect wholly-owned subsidiary of Tian De Chemical [1] - The transaction is set to be completed by December 29, 2025 [1] - The target company primarily engages in the research, development, manufacturing, and sales of chemical products [1] Group 2: Strategic Rationale - The acquisition is part of the company's strategy to strengthen its position in the fine chemicals sector amid significant operational challenges in China's manufacturing industry [1] - The company aims to enhance operational efficiency and streamline decision-making processes through full ownership of the target company [1] - By integrating the target company, the group plans to leverage its strengths, competitive advantages, industry expertise, and existing customer relationships to pursue additional growth opportunities [1] Group 3: Commitment to Shareholders - The move supports the company's commitment to disciplined expansion and operational excellence, aiming to create sustainable value for shareholders [1]

Core Viewpoint - The chemical industry in Shangyu District, Shaoxing City, is undergoing a significant transformation from traditional manufacturing to modern intelligent and green manufacturing, reflecting the city's commitment to high-quality development and ecological sustainability [1][2][4]. Group 1: Industry Evolution - The chemical industry in Shangyu has evolved from a "small and scattered" model to a more concentrated and organized structure, addressing past environmental and safety concerns [2][3]. - Since 2017, the district has implemented a transformation strategy aimed at consolidating smaller enterprises and enhancing industry standards, resulting in the closure or relocation of 93 low-capacity and polluting enterprises [3][4]. Group 2: Standards and Upgrades - Shangyu District has established the first national standards for fine chemical transformation, encompassing 57 guidelines that cover various aspects such as safety, environmental protection, and energy consumption [3]. - The transformation efforts have led to a significant increase in economic performance, with average output value and tax revenue per unit area rising by 1.9 times and 1.7 times, respectively, post-transformation [3]. Group 3: Technological Advancements - The district is advancing towards a "2.0 version" of industrial transformation, focusing on digitalization and smart manufacturing, with the introduction of a new set of 5 standards for intelligent upgrades [4][5]. - Automation has been implemented across chemical workshops, with the establishment of 30 "unmanned workshops" and 8 enterprises recognized as provincial-level smart factories [4]. Group 4: Environmental Initiatives - Over 15 billion yuan has been invested in air pollution control, with tailored solutions for over 160 enterprises, resulting in the installation of nearly 3,000 environmental protection facilities [5][6]. - The district has developed a real-time monitoring system for odor management, enhancing environmental oversight and compliance among local enterprises [5]. Group 5: Future Directions - The upcoming "3.0 version" of the transformation will focus on integrating ecological wisdom into manufacturing processes, with a strong emphasis on technological innovation and reducing safety risks [7][8]. - The district aims to create a sustainable management mechanism for pollution control and promote advanced manufacturing practices, positioning itself as a national leader in green and intelligent manufacturing [8].

12月29日，天赐材料跌5.38%，截至发稿，报43.28元/股，成交18.23亿元，换手率2.75%，总市值880.27 亿元。 资料显示，广州天赐高新材料股份有限公司位于广东省广州市黄埔区云埔工业区东诚片康达路8号,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年6月6日，上市日期2014年1月23日，公司主营 业务涉及精细化工新材料的研发、生产和销售。主营业务收入构成为：锂离子电池材料89.66%，日化 材料及特种化学品8.73%，其他1.61%。 从基金十大重仓股角度 截至发稿，张晓南累计任职时间10年128天，现任基金资产总规模290.55亿元，任职期间最佳基金回报 141.91%， 任职期间最差基金回报-40.49%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，景顺长城基金旗下1只基金重仓天赐材料。景顺长城国证新能源车电池ETF（159757）三季 度持有股数39.04万股，占基金净值比例为3.27%，位居 ...