乖 灰安期货 永安合成橡胶早报 研究中心能化团队 2025/6/30 | | | 指标 | 5/28 | 6/20 | 6/25 | 6/26 | 6/27 | 日度变化 | 周度变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 主力合约收盘价 | 11150 | 11630 | 11225 | 11195 | 11275 | 80 | -355 | | | | 主力合约持仓量 | 43664 | 13196 | 7623 | 36383 | 33472 | -2911 | 20276 | | | STET | | | | | | 96846 | -11484 | -9593 | | | | 主力合约成交量 | 168727 | 106439 | 37814 | 108330 | | | | | | | 仓单数量 | 9900 | 6630 | 6630 | 6530 | 7700 | 1170 | 1070 | | | | 虚实比 | 22.05 | તે તે તે આ ગામમ | 5.75 | 27.86 ...

芳烃橡胶早报 M E G 日期 东北亚乙烯 MEG外盘 价格 MEG内盘 价格 MEG华东 价格 MEG远月 价格 MEG煤制 利润 MEG内盘现金 流（乙烯） MEG总负 荷 煤制MEG 负荷 MEG港口 库存 非煤制负荷 2025/06/23 850 535 4597 4613 4600 684 -612 67.2 71.3 62.2 65 2025/06/24 850 517 4480 4495 4483 560 -726 67.2 71.3 62.2 65 2025/06/25 850 515 4398 4415 4400 478 -808 67.2 71.3 62.2 65 2025/06/26 850 511 4379 4395 4385 459 -824 67.2 71.3 62.2 65 2025/06/27 850 508 4346 4360 4347 417 -858 67.2 71.3 62.2 65 变化 0 -3 -33 -35 -38.00 -41.80 -34 0 0 0 0 MEG现货成交 基差对09（+70）附近。 MEG装置变化 浙石化80万吨检修。 周度观点 近端国内油制 ...

Core Viewpoint - The article highlights the successful establishment of Quzhou Intelligent Manufacturing New City as a national-level green industrial park, focusing on its green circular development model and the integration of advanced industries to promote sustainable economic growth [1][9]. Group 1: Green Development Initiatives - Quzhou Intelligent Manufacturing New City has been recognized for its commitment to green development, focusing on industries such as new materials, renewable energy, integrated circuits, high-end equipment, and health [1]. - The city has implemented a comprehensive upgrade of production processes to reduce energy consumption and environmental pollution, exemplified by Yuanli Metal Products Co., which has invested over 2 billion yuan in technology upgrades and achieved a 42.3% reduction in major pollutant emissions by 2024 [2][6]. - The city has established a robust support system for enterprises undergoing green transformation, providing policy incentives and funding opportunities to encourage energy-saving and carbon-reduction projects [6][7]. Group 2: Economic Performance - In 2024, Quzhou Intelligent Manufacturing New City achieved an industrial output value of 162.88 billion yuan, with an industrial added value of 36.82 billion yuan, reflecting a growth of 12.1% [9]. - The city attracted 100 projects with a total investment of 89.91 billion yuan, showcasing its growing investment appeal and economic vitality [9]. Group 3: Circular Economy and Resource Utilization - The city has developed a circular economy model, where waste from upstream enterprises is repurposed as raw materials for downstream companies, enhancing resource efficiency [12][13]. - Quzhou Intelligent Manufacturing New City has constructed over 40 kilometers of pipelines connecting more than 100 enterprises, achieving a high degree of interconnectivity and resource sharing within the industrial ecosystem [13][14]. - The industrial solid waste utilization rate in the high-tech zone has reached 99%, demonstrating the effectiveness of the circular economy initiatives [13]. Group 4: Infrastructure and Environmental Safety - The city has invested over 20 million yuan in a water pollution emergency response system, enhancing environmental safety measures within the industrial park [16]. - Quzhou Intelligent Manufacturing New City has achieved a 100% coverage rate for industrial wastewater management, ensuring that all enterprises comply with environmental standards [16][17]. - The establishment of a comprehensive ecological safety network, including green belts and river management, contributes to the overall sustainability of the industrial park [17][18].

Core Viewpoint - The invention of a new plant oil polyol structure and its manufacturing process has been awarded the Gold Prize at the 25th China Patent Awards, highlighting its potential to innovate the bio-based polyurethane industry and reduce reliance on petrochemical resources [2] Group 1: Innovation and Technology - The project developed an efficient manufacturing process for plant oil polyols, enabling the production of bio-based polyurethane materials at a scale of tens of thousands of tons [2] - The traditional petrochemical-based polyurethane industry faces challenges due to high dependency on imported high-end products and rising costs, which the new bio-based polyols aim to address [2][3] - The team utilized microchemical and process amplification technologies to enhance reaction selectivity and efficiency, allowing for precise construction of desired structures [2][3] Group 2: Market Applications and Impact - The bio-based polyurethane products are expected to fill the market gap for high-performance polyols, which are currently not met by existing products [2] - The technology has led to the establishment of a production line with an annual capacity of 50,000 tons of bio-based polyurethane polyols, covering a total of 150,000 tons of bio-based polyurethane products [3] - These products have diverse applications in tunnel construction, engineering anti-corrosion, building materials adhesives, electronic potting, and healthcare [3]

Group 1: Company Overview - Guangzhou Huigu New Materials Technology Co., Ltd. focuses on polymer materials, driven by independent research and development, and specializes in functional resin and coating materials [2][3] - Jinqiao Dek New Materials Co., Ltd. is an environmentally friendly, resource-saving high-tech enterprise engaged in the research, production, and sales of coatings and inks, with a focus on UV curing and water-based environmentally friendly products [3] - Hunan Chuyuan New Materials Co., Ltd. specializes in the research and industrialization of electronic information new materials, particularly photosensitive dry film, achieving significant market share in domestic and global markets [3] Group 2: Business Applications and Innovations - Huigu New Materials has developed a diverse coating material system with features such as optical control, electrical conductivity, mechanical enhancement, and corrosion resistance, targeting four major downstream application scenarios: home appliances, packaging, new energy, and electronics [2] - Jinqiao Dek's products are widely used in daily chemical packaging, consumer electronics, home appliances, and automotive sectors, emphasizing environmentally friendly and resource-saving technologies [3] - Chuyuan New Materials has successfully overcome domestic technology bottlenecks in photosensitive dry film, leading to its products being widely used in various electronic information products, enhancing its market position [3]

| 09:00 | | | --- | --- | | 10:30 | 高温尼龙树脂的特性及改性对应 | | | 1. 高温尼龙的分类定义 2. 高温尼龙树脂特点 3. 高温尼龙树脂的特性表征 | | | 4. 高温尼龙树脂的改性对应 5. 交流互动及答疑 | | | 朱 俊 | | | 上海北冈新材料有限公司副总经理 | | 10:30 | | | 11:00 | 茶歇 & 自由交流 | | 11:00 | | | 12:30 | 各种助剂对玻璃纤维增强尼龙性能的影响 | | | 1. 润滑剂对玻璃纤维增强PA66/PA6性能的影响 2. 增韧剂对玻璃纤维增强 | | | PA66/PA6性能的影响 3. 成核剂对性能的影响 4. 耐热剂的影响 5. 交流互动 | | | 及答疑 | | | 孙湘渝 | | | DT 新材料专家顾问 | | 12:30 | | | 14:00 | | | 14:00 | | | 15:00 | 高性能玻璃纤维在尼龙复合材料中的应用 | | | 1. 玻璃纤维的基础特性(生产工艺、性能特点等) 2. 玻璃纤维对尼龙复合材 | | | 料性能的影响(纤维直径、短切长度、浸润剂体 ...

?为提高南京锂源纳米科技有限公司（以下简称"南京锂源"）的资金实力 和综合竞争力，优化其资产负债结构，加强其作为锂电板块统采统销平台的成本 控制优势和议价能力，江苏龙蟠科技股份有限公司（以下简称"公司"或"龙蟠 科技"）控股子公司常州锂源新能源科技有限公司（以下简称"常州锂源"）拟对 其全资子公司南京锂源增资人民币 50,000 万元，以现金出资或债转股的方式实 缴注册资本。增资完成后，南京锂源的注册资本由人民币 10,000 万元增加至人 民币 60,000 万元, 仍为常州锂源全资子公司。 ?本次交易不构成关联交易，不构成重大资产重组。 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-089 江苏龙蟠科技股份有限公司 关于控股子公司向其全资子公司增资的公告 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。 重要内容提示： ?公司于 2025 年 6 月 27 日召开第四届董事会第三十九次会议，会议审议通 过了《关于控股子公司向其全资子公司增资的议案》，该事项在董事会审议权限 内，无需提交股东会审议。 ?风险提 ...

Core Viewpoint - The company is undergoing a transformation towards strategic emerging industries, particularly focusing on hydrogen energy and equipment manufacturing, while also benefiting from the ongoing state-owned enterprise reform in Shanxi Province [5][7][8]. Group 1: Shareholder Actions - The controlling shareholder, Shanxi Luan Chemical Co., Ltd., increased its stake in the company by purchasing 2.1 million shares, representing 0.09% of the total share capital, for a total of 5 million yuan [2]. - The controlling shareholder plans to invest between 50 million yuan and 100 million yuan in the company over the next 12 months, aiming to acquire up to 2% of the total share capital [4]. Group 2: Company Name Change - The company has proposed to change its name to Shanxi Luan Chemical Technology Co., Ltd. and its stock abbreviation to Luanhua Technology, pending approval from the shareholders' meeting [3]. Group 3: Strategic Transition - The company is transitioning towards strategic emerging industries, with a strong emphasis on hydrogen energy and equipment manufacturing, following the completion of the controlling shareholder change in December 2024 [5]. - The company has been phasing out outdated production capacity in response to government policies, which aligns with its new strategic direction [5]. Group 4: Benefits from State-Owned Enterprise Reform - The ongoing state-owned enterprise reform in Shanxi Province is expected to enhance governance efficiency and business optimization for the company, which is a state-owned enterprise [7]. - As of November 2024, the reform progress in Shanxi has exceeded 65%, with plans to complete 70% of the main tasks by the end of the year [7]. Group 5: Synergies with Controlling Shareholder - The controlling shareholder, Luan Chemical, is one of the four major state-owned energy groups in Shanxi, involved in various sectors including chemicals, coal, and clean energy [8]. - The company is expected to leverage the successful experiences of its controlling shareholder to drive high-quality development through smart and digital transformation in its core chemical and hydrogen energy businesses [8].

Core Viewpoint - The company has successfully achieved small-scale supply of its modified polymer materials business, which includes various types of modified plastics used in multiple industries [1] Group 1: Product Overview - The main products of the modified polymer materials business include modified polypropylene (PP), modified polystyrene (ABS), and modified engineering plastics, along with others such as modified PA6 and PEEK [1] - These products are primarily applied in sectors such as automotive parts, electronics, aerospace, defense, power and energy storage systems, charging stations, 5G, medical, and robotics [1] Group 2: Production Capacity - The company has established a pilot production base in Qingdao with an annual production capacity of 30,000 tons [1] - The modified materials business has commenced small-scale supply, although the products have not yet been utilized in low-altitude flying vehicles [1]

Group 1 - The core point of the article is that Changqing Technology (603125) has officially launched its fundraising project for the production of special polymer additives and electronic materials [1] - The project adds a total production capacity of 120,500 tons per year for special monomers and dedicated additives [1] - This initiative aims to enhance the company's product matrix, thereby improving its market competitiveness and sustainable development capabilities [1]