川恒股份（SZ 002895，收盘价：24.85元）8月4日晚间发布公告称，贵州川恒化工股份有限公司控股子 公司贵州福麟矿业有限公司于近日收到中华人民共和国国家知识产权局颁发的专利证书1项。专利名称 为"一种磷矿井下岩巷综掘工作面除尘系统"。 2024年1至12月份，川恒股份的营业收入构成为：化工行业占比84.47%，磷矿石开采占比9.19%，其他 占比6.35%。 （文章来源：每日经济新闻） ...

仁信新材（SZ 301395，最新价：11.96元）8月1日晚间发布公告称，截至2025年7月31日，公司通过股 份回购专用证券账户以集中竞价交易方式回购公司股份约308万股，占公司当前总股本的1.2665%（截 至2025年7月31日，公司总股本约为2.43亿股），最高成交价为12.51元/股，最低成交价为10.14元/股， 成交总金额约为3515万元。 （文章来源：每日经济新闻） 2024年1至12月份，仁信新材的营业收入构成为：化工行业占比100.0%。 ...

润丰股份（SZ 301035，最新价：64.06元）8月1日晚间发布公告称，截至2025年7月31日，公司通过股 份回购专用证券账户以集中竞价交易方式累计回购公司股份约250万股，占公司目前总股本的0.89%， 最高成交价为51.5元/股，最低成交价格为46.96元/股，成交总金额约为1.25亿元。 （文章来源：每日经济新闻） 2024年1至12月份，润丰股份的营业收入构成为：化工行业占比100.0%。 ...

每经AI快讯，金晶科技（SH 600586，最新价：5.05元）8月1日晚间发布公告称，截至2025年7月31日， 公司通过集中竞价交易方式已累计回购股份2035万股，占公司总股本的比例为1.42%，购买的最高价为 5元/股、最低价为4.58元/股，已支付的总金额约为9826万元。 每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 2024年1至12月份，金晶科技的营业收入构成为：玻璃行业占比70.39%，化工占比43.53%，其他业务占 比0.98%，抵消占比-14.9%。 （记者 王瀚黎） ...

每经AI快讯，会通股份（SH 688219，最新价：11.86元）8月1日晚间发布公告称，截至2025年7月31 日，公司通过上海证券交易所交易系统以集中竞价交易方式已累计回购公司股份约509万股，占公司总 股本约5.5亿股的比例为0.9243%，回购成交的最高价为10元/股，最低价为9.06元/股，支付的资金总额 为人民币约5038万元。 2024年1至12月份，会通股份的营业收入构成为：化工行业占比97.67%，其他业务占比2.33%。 每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 （记者 王瀚黎） ...

Group 1 - The core viewpoint of the article is that Lu Xi Chemical has provided insights into its revenue composition during an investor meeting held on July 31, 2025 [2] - The revenue composition for Lu Xi Chemical in 2024 is as follows: Chemical industry accounts for 68.43%, Basic chemical industry accounts for 19.47%, Fertilizer industry accounts for 10.3%, and Other industries account for 1.8% [2]

古法织造鲁山绸。 鲁山县蚕业发展服务中心供图 一部纺织面料史，也是一部创新史。 从历史上名满天下的鲁山绸，到现代尼龙产业的锦纶，记者近日在平顶山触摸古今两种面料，感受到五彩生 活的魅力，更感受到创新创造的活力。 从《天工开物》到《老残游记》 7月底的鲁山，柞树成林，随风摇曳，走进鲁山县赵村柞蚕原种场，蚕茧在恒温恒湿的厂房内沉睡，待春季破 茧成蝶。 络丝、牵经、刷浆、打纬……鲁山县先进制造业开发区的织绸车间内，古法手工织机的机杼声不绝于耳，好 似与旁边的现代织机在进行古今对话。 正在纺织的工人王晓艳，以前在丝织厂操作现代织机，现在又成为古法织绸的能手。从现代织机到古法织 机，看似弃新，实是求新。这是因为当地正大力复兴鲁山绸，从一二三产业同步发力，推出手工高端产品、 促进文化+消费是重要一步。 "鲁山县柞蚕业历史悠久，始于夏、兴于唐，盛于明清，鲁山曾获得一体茧丝绸原产地保护国家认证、中国柞 蚕之都、河南省丝绸文化之乡等称号。"鲁山县蚕业发展服务中心主任贺贺介绍。 历史上鲁山绸有20余道手工织造工序，成品绸缎轻盈柔软，光泽如珠似宝。鲁山绸色泽柔和、丝缕匀称、拉 力强、伸度大、易染色，正是这份独特的魅力，使其在191 ...

Macro - The significant downward revision of the U.S. non-farm employment data for June indicates a major impact from tariffs on the U.S. economy, suggesting that the resilience of the economy should not be overestimated, and the direction of interest rate cuts remains clear [5]. Basic Chemicals - The Central Political Bureau emphasized "capacity governance" and "technological innovation," indicating that the domestic chemical industry may benefit from the exit of outdated capacity and the focus on high-performance new materials such as semiconductor materials and OLED materials [5]. Coal Mining - The average price of thermal coal at Qinhuangdao Port increased by 9 CNY/ton (+1.36%) week-on-week, marking six consecutive weeks of price increases. The coal inventory at the port decreased to 5.22 million tons, down 10.77% week-on-week, indicating a tightening supply-demand situation [6][7]. Company Updates - China Merchants Shekou (001979.SZ) has repurchased a total of 44,804,006 shares, accounting for 0.494% of the total share capital, with a total payment of approximately 430.27 million CNY [8]. ARM - ARM's FY26Q1 revenue was $1.053 billion, a year-on-year increase of 12%, but the guidance for FY26Q2 is relatively flat, indicating challenges and opportunities in self-designed chips [8]. Apple - Apple's FY3Q25 results exceeded expectations, showcasing strong resilience due to its core product strength and software ecosystem. However, there is a need for continued focus on AI advancements and tariff pressures [8]. Yunnan Baiyao - Yunnan Baiyao has made significant progress in cost reduction and efficiency enhancement, accelerating the development of innovative nuclear drugs [9].

Core Viewpoint - The domestic soda ash market is experiencing a weak performance, with prices showing little change across various regions, and a cautious sentiment prevailing among downstream buyers [2][3]. Price Summary - As of August 1, the price range for light soda ash in North China is 1270-1320 CNY/ton, while heavy soda ash is priced at 1270-1370 CNY/ton. In South China, light soda ash is priced at 1390-1470 CNY/ton, and heavy soda ash at 1360-1430 CNY/ton [2]. - The light soda ash price index on August 1 is 1275.71, down 4.29 from the previous working day, a decrease of 0.33%. The heavy soda ash price index is 1294.29, down 8.57, a decrease of 0.66% [3]. Supply and Demand Analysis - The supply side remains stable, with Inner Mongolia Salt Industry planning maintenance on August 5, while Shilian Chemical and Huainan Debang plan to resume production in early August [2]. - Demand continues to be weak, with downstream companies showing reduced purchasing willingness and adopting conservative procurement strategies [2]. Futures Market Dynamics - On August 1, the main soda ash futures contract SA2509 opened at 1248 CNY/ton and closed at 1256 CNY/ton, with an intraday decline of 1.02%. The total open interest is 921,926 contracts, down by 52,098 contracts [5]. - The futures market is under pressure due to overall weak sentiment in the chemical sector, despite some support from inventory reduction [5]. Market Outlook - In the coming week, as previously maintained facilities gradually resume operations, supply is expected to increase. However, the cautious purchasing attitude from downstream buyers may limit acceptance of high-priced products [6]. - The market sentiment is shifting from a strong expectation at the beginning of the week to a more cautious outlook, with prices likely to remain volatile and subject to flexible adjustments [6].

Domestic Macro - Demand Side - As of July 31, the retail sales of passenger cars in China reached 1.444 million units in July, a year-on-year increase of 7.6%, but a month-on-month decrease of 21.0%[2] - The average number of domestic flights in July was 14,500, a month-on-month increase of 13.1% and a year-on-year increase of 2.3%[2] - The Baltic Dry Index (BDI) averaged 1,819.3 in July, a month-on-month increase of 8.6% but a year-on-year decrease of 5.0%[2] Domestic Macro - Production Side - The manufacturing PMI for July fell to 50.5%, down from 51% in June, indicating a slight contraction in manufacturing activity[3] - The new orders index dropped to 49.4%, down from 50.2%, while the new export orders index fell to 47.1% from 47.7%[3] - The construction PMI decreased by 2.2 percentage points to 50.6% in July, reflecting a slowdown in construction activity[3] Price Performance - As of August 1, the average wholesale price of pork decreased by 0.84% week-on-week, while the futures price of live pigs increased by 0.50%[4] - The average wholesale price of 28 key monitored vegetables rose by 0.64%, while the average price of 6 monitored fruits fell by 0.06%[4] - The Producer Price Index (PPI) saw a strong increase in crude oil prices, with WTI and Brent crude rising by 2.78% and 3.48% respectively[4] Fiscal and Investment - This week, the issuance of local special bonds accelerated, with an additional 350 billion yuan in special government bonds and 2.53 trillion yuan in special bonds issued, marking a 63.3% progress rate[7] - The issuance of local general bonds reached a progress rate of 63.9%[7] Monetary and Liquidity - The yield curve for government bonds is trending downward, with the 10-year government bond yield at 1.7059%, down 3 basis points from the previous week[9] - The central bank's reverse repurchase operation resulted in a net injection of 6.9 billion yuan this week[9]