毕业季来临，超1200万名高校毕业生面临职业抉择。记者对6所高校不同学历层次的毕业生调查发现， 明确职业目标、投身基层实践、尝试创业创新及借助高校资源，成为突破就业挑战的关键路径。其中既 有应届生通过精准定位斩获多份录用通知的实例，也有选择扎根三线城市或乡村的职业探索，更有创业 者在政策扶持下的实践尝试。这些来自多学科领域的就业样本，既展现了当代青年的心路历程，也为破 解就业结构性矛盾提供了鲜活参考。 今年毕业季，预计超1200万名高校毕业生即将走向社会，踏上求职路。记者近期走访了6所高校，与49 名应届毕业生面对面座谈就业感受。这49名毕业生包括3名博士生、23名硕士生、13名本科生和10名专 科生，专业涵盖文学、理学、工学、管理学、经济学、教育学等。这些年轻的大学生表示，从就业市场 的"金九银十""金三银四"过关斩将，一路上有付出亦有收获，有艰辛更有希望。 有目标还要用巧劲 目标明确是毕业生不约而同给出的求职经验。北京工商大学毕业生王晓峰说，找工作就要有明确目标， 并制定可行计划。 如何设定目标？北京理工大学本科毕业生迪力夏提认为，清晰的自我认知是关键。"大三下学期我一直 在备考研究生，但逐渐意识到自己不 ...

Group 1 - The company experienced significant stock price fluctuations, with a cumulative closing price increase of 20% over three consecutive trading days, indicating potential irrational speculation in the market [1] - The company's latest price-to-earnings (P/E) ratio is 43.71, which is substantially higher than the industry average P/E ratio of 23.64, suggesting a high valuation relative to peers [1] - The net profit attributable to shareholders decreased by 7.36% year-on-year, amounting to 114 million yuan, indicating potential operational challenges [2] Group 2 - The net profit for the company was reported at 30.8467 million yuan, reflecting a 7.26% decrease compared to the same period last year, highlighting performance volatility [2] - The company emphasizes the importance of rational investment and advises investors to pay attention to market risks [2]

Core Viewpoint - The company, Shanghai Jinghua Adhesive New Materials Co., Ltd., is implementing a differentiated equity distribution plan, which includes a cash dividend of 0.09 yuan per share for shareholders, excluding shares repurchased by the company [1][2]. Group 1: Reasons for Differentiated Equity Distribution - The company has completed the repurchase of 1,882,800 shares using its own funds through centralized bidding, which will not participate in profit distribution [1][2]. - The cash dividend distribution is based on the total share capital minus the repurchased shares, resulting in a total cash dividend of 25,903,463.49 yuan (including tax) [2]. Group 2: Specific Calculation Basis for Differentiated Equity Distribution - The company calculated the ex-rights and ex-dividend reference price using the formula: Ex-rights (dividend) reference price = (Previous closing price - Cash dividend) ÷ (1 + Change in circulating shares ratio) [2]. - The virtual cash dividend was calculated as 0.0894 yuan per share based on the total participating shares [2]. - The actual cash dividend distributed is confirmed to be 0.09 yuan per share, with the ex-rights reference price calculated as 16.04 yuan per share [2]. Group 3: Compliance with Relevant Conditions - The impact of the differentiated dividend on the ex-rights reference price is less than 1%, indicating minimal effect on the share price [3]. - The company has committed not to undertake actions that could alter the total share capital or the number of shares in the repurchase account during the application and implementation of this equity distribution [3]. Group 4: Sponsor Institution's Review Opinion - The sponsor institution has reviewed the differentiated dividend matter and found it compliant with relevant laws and regulations, confirming that it does not harm the interests of the company or its shareholders [4].

Core Viewpoint - Jiangsu Huasheng Lithium Battery Materials Co., Ltd. is holding its first extraordinary general meeting of shareholders in 2025 to discuss changes in the company's business scope and amendments to the Articles of Association, which will require registration with the industrial and commercial authorities [6][9]. Group 1: Meeting Procedures - The meeting is scheduled for June 30, 2025, at 14:00, located at the company's conference room in Jiangsu Yangtze River International Chemical Industrial Park [6]. - Attendees must sign in to confirm their participation before the meeting starts, and latecomers will not be allowed to vote on-site but can vote online [2][5]. - The meeting will follow a specific agenda, including the announcement of attendees, reading of meeting guidelines, and voting on the proposed resolutions [6][9]. Group 2: Business Scope Changes - The company proposes to change its business scope to include the production and operation of hazardous chemicals, which will require approval from relevant authorities [7][9]. - The original business scope included battery components production and sales, specialized chemical products manufacturing (excluding hazardous chemicals), and various technical services [6][7]. - The revised business scope will maintain the original activities while adding the production and operation of hazardous chemicals, subject to regulatory approval [7][9]. Group 3: Voting and Rights - Shareholders and their proxies have the right to speak, inquire, and vote during the meeting, but must adhere to the meeting's order and time limits for speaking [2][3]. - Voting will be conducted through a combination of on-site and online methods, with results announced after the meeting [3][6]. - Shareholders must express their opinions on the resolutions as either in favor, against, or abstaining; any invalid votes will be counted as abstentions [3][5].

广大特材：上半年净利润同比预增367.51%左右 重要公告： 泰凌微：上半年净利润同比预增267%左右 新洋丰：拟11.5亿元投建新型作物专用肥项目 京东方A：拟以48.49亿元收购彩虹光电30%股权 中国建筑：近期获得多个重大项目 金额合计215.3亿元 沪市重要公告： 中国建筑：近期获得多个重大项目 金额合计215.3亿元 中国建筑（601668）公告，近期，公司获得多个重大项目，项目金额合计215.3亿元，占2024年度经审 计营业收入的1%。 宝钛股份：拟2.87亿元以增资扩股方式取得万豪钛金51%股权 宝钛股份（600456）公告，公司拟以增资扩股方式取得陕西万豪钛金特材科技有限公司（简称"万豪钛 金"）51%股权，增资价款2.87亿元。本次交易完成后，万豪钛金成为公司的控股子公司，并拟更名 为"陕西宝钛万豪钛业有限公司"。公司通过本次增资可快速新增2.5万吨—2.8万吨/年的熔炼产能，解决 实际生产需求。 建龙微纳：筹划取得上海汉兴能源科技股份有限公司不少于51%股份 建龙微纳（688357）公告，公司正在筹划以支付现金受让股权的方式合计取得上海汉兴能源科技股份有 限公司（简称"标的公司"）不少于 ...

以下文章来源于油市小蓝莓 ，作者能化组 油市小蓝莓 . 紫金天风期货能化团队 欢迎加入交易理想国知识星球 文 | 汤剑林 来源 | 油市小蓝莓 编辑 | 杨兰 审核 | 浦电路交易员 核心观点 从这次调研来看，多数工厂认为当前山东纯苯供应偏紧，7月份需求或有所好转。 从供应来看，山东地区近期有HDA装置短停检修，几套重整装置也有检修计划，整体供应有缩减。另外山东地区伊朗油使用比例偏 高，以伊冲突如果扩大，可能导致地炼原料紧张，影响纯苯产出。 需求方面，苯乙烯近期装置重启较多，己内酰胺有明显去库，需求较好，纯苯需求可能会上升。近期价格波动大，不论工厂原料库 存还是成品库存均不高，下游企业维持刚需采购。 库存方面，山东纯苯整体仓储罐容约在7-10万吨左右，约等于山东地区7-10天的生产量，但是社会中的隐性库存较难统计。由于较 低的库存容量和纯苯作为副产品的属性，因此山东纯苯价格波动较大。今年可能存在隐性库存的问题，下游工厂库存不高，贸易商 可能有较多的库存。 山东纯苯相关企业现货贸易范围以山东地区为主，烟台某企业有物流优势，区域价差扩大时，物流会从山东流向华东。由于山东以 现货交易为主，因此纯苯在该市场商品属性强 ...

可能，对工业硅需求形成利好。多晶硅环节，目前主流企业减产，行业整体处于降负荷运行状态，对工业 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 硅需求下滑，铝合金领域，企业多按需补库，库存增长，价格持平，处于被动去库存，对工业硅需求来说 免责声明 难有拉动。整体而言，三大下游行业对工业硅总需求呈现放缓趋势。操作上建议,中长线依旧高空思路 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 工业硅产业日报 2025-06-24 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日, ...

Core Viewpoint - Hongqiang Co., Ltd. (002809) announced a framework agreement with China National Offshore Oil Corporation (CNOOC) Shell Petrochemicals for the sale of propylene oxide, aimed at enhancing market competitiveness and industry recognition [1] Group 1 - The framework agreement is effective from June 6, 2025, to May 31, 2030, and does not involve specific transaction amounts [1] - The cooperation involves CNOOC Shell supplying propylene oxide to Hongqiang Chemical for the production of customized products [1] - This partnership is expected to positively impact the future operational development of the company [1]

Core Insights - Molecular sieve activated powder is a highly porous powder material primarily composed of molecular sieves and carriers, used as catalysts or adsorbents to enhance reaction rates and efficiencies [1] - The market for molecular sieve activated powder is expected to grow steadily, reaching several billion dollars by 2025 due to increasing demand across various sectors [4][6] Application and Market Overview - Molecular sieve activated powder is widely used in chemical, petroleum, pharmaceutical, and environmental sectors due to its high adsorption and catalytic properties [2][4] - In the chemical industry, it serves as a catalyst to improve reaction rates; in the petroleum sector, it is utilized in oil processing and catalytic cracking; in pharmaceuticals, it aids in drug separation and purification; and in environmental applications, it is used for waste gas and water treatment [4] - The global market for molecular sieve activated powder is projected to maintain stable growth, driven by the ongoing development and demand in these industries [4] Emerging Opportunities - The market for molecular sieve activated powder is expected to expand into emerging fields such as new energy and new materials, reflecting the evolving industrial landscape [6] Regulatory Environment - The production and use of molecular sieve activated powder must comply with environmental regulations, safety standards, quality certifications, and intellectual property protections [7] - Government support for high-tech products like molecular sieve activated powder is increasing, providing more opportunities and favorable policies for production and application [7] Development Trends - Key trends in the molecular sieve activated powder market include a focus on efficiency, environmental sustainability, and multifunctionality [9]

业内人士表示，奥升德连云港工厂产能占中国己二胺总产能的15%。工厂关停后，短期内市场己二胺供 应紧张局面或将加剧，增加下游制品企业成本，引发行业价格调整和市场格局重塑。 据了解，奥升德是全球领先的聚酰胺树脂、纤维、工程塑料及特种化学品生产商。奥升德连云港生产基 地是其首个海外化工生产基地，项目总投资约42亿元，也是其迄今为止最大的一项投资。该基地一期生 产20万吨/年己二胺，以及用于涂料、制药、石油和天然气等行业的FlexaTram 特种胺类化学品。该基地 于2022年8月启动建设，2024年10月23日正式开业。 中化新网讯 6月17日，美国尼龙巨头奥升德功能材料公司（简称奥升德）对外宣布，计划在未来几个月 内有序关闭位于中国连云港的己二胺生产工厂。据了解，该厂建成至今不到一年时间。 奥升德全球总裁兼首席执行官Phil McDivitt表示："随着我们持续专注于提高运营效率，奥升德在业务改 进方面取得了显著进展。今年4月，在公司债权机构的支持下，我们启动了《美国破产法》第十一章流 程，以减少债务并为公司的未来发展做好准备。在审慎评估市场变化及持续的贸易争端以后，我们决定 关闭连云港工厂以寻求服务本区域客户的 ...