Core Viewpoint - Jinfa Technology (600143.SH) is expected to achieve a net profit of 5.50 billion to 6.50 billion yuan in the first half of 2025, reflecting a year-on-year increase of 44.82% to 71.15% [1] Group 1: Financial Performance - The company anticipates a non-recurring net profit of 5.01 billion to 6.01 billion yuan, representing a year-on-year growth of 43.48% to 72.12% [1] - The growth is attributed to the steady increase in sales and gross profit from modified plastics, improved operational quality in green petrochemicals, and growth in sales and gross profit from special engineering plastics [1] Group 2: Business Segments - The modified plastics business is a core driver of Jinfa Technology's stable growth, with continuous product development and market share expansion in sectors such as automotive, electronics, and new energy [2] - The special engineering plastics segment has become a significant performance driver, with a 91% year-on-year increase in sales volume in Q1 2025 [3] Group 3: Technological Advancements - Jinfa Technology has launched a new generation of low-carbon LCP materials and is the second company globally to receive ISCC PLUS certification for LCP materials [4] - The company is focusing on the industrialization of new materials such as long-chain polyamide and PEEK, with applications in high-end sectors like robotics and aerospace [4] Group 4: Global Expansion - The company is actively pursuing global expansion, with successful establishment of overseas bases in Vietnam and Spain, and ongoing construction in Poland, Mexico, and Indonesia [2] Group 5: Future Outlook - With the recovery of the manufacturing sector and the acceleration of new production capabilities, Jinfa Technology is positioned to strengthen its leading position in the chemical new materials sector [5] - The company maintains a stable cash dividend policy, having distributed a total of 67.53 billion yuan in dividends since its listing, indicating a commitment to returning value to investors [4][6]

Core Viewpoint - Ningbo Changhong High Polymer Technology Co., Ltd. (Changhong High Tech) expects a significant decline in net profit for the first half of 2025, projecting a profit of 4 million to 6 million yuan, representing a year-on-year decrease of 93.79% to 95.86% due to production disruptions and market demand issues [1][2] Group 1: Financial Performance - The company anticipates a net profit of 4 million to 6 million yuan for the first half of 2025, a decrease of 93.79% to 95.86% compared to the previous year [1] - The decline in performance is attributed to a prolonged shutdown for technical upgrades at its subsidiary, Zhejiang Changhong Biomaterials Co., Ltd., which affected production capacity [1] - Market demand has been insufficient, leading to a larger drop in product sales prices compared to raw material prices, resulting in a decline in gross margin [1] Group 2: Strategic Outlook - Changhong High Tech has established a dual-driven development pattern in the thermoplastic elastomer (TPES) and biodegradable PBAT sectors, focusing on a comprehensive industrial layout for biodegradable plastics [1] - The management emphasizes that the technical upgrades, while impacting short-term profits, will support cost reduction and market expansion in the future [1] - With the implementation of national policies aimed at boosting domestic demand and consumption, the overall industry outlook is improving, and the company's product market is expected to gradually recover [1][2] Group 3: Future Growth Potential - Following the completion of technical upgrades and stabilization of production, Changhong High Tech achieved better profitability in the second quarter, indicating positive signals for recovery [2] - The company aims to restore growth momentum in the second half of the year through technological upgrades, capacity optimization, and market expansion [2] - Changhong High Tech is focused on consolidating its leading position in the industry and injecting new momentum for long-term high-quality development [2]

证券代码：002167 证券简称：东方锆业 公告编号：2025-042 广东东方锆业科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 预计净利润扭亏为盈 项 目 本报告期 上年同期 盈利：2,500.00 万元- 3,400.00 万元 归属于上市公司 亏损：5,985.61 万元 股东的净利润 比上年同期增长：141.77%- 156.80% 扣除非经常性损 盈利: 2,488.00 万元- 3,388.00 万元 益后的归属于上 亏损：6,409.64 万元 市公司股东的净 比上年同期增长:138.82%- 152.86% 利润 基本每股收益 盈利:0.03 元/股- 0.04 元/股 亏损：0.08 元/股 二、与会计师事务所沟通情况 本次业绩预告相关财务数据未经会计师事务所审计。 三、业绩变动原因说明 报告期内公司实现扭亏为盈，主要原因在于： 上年同期造成的大额亏损影响。 率降至30%以下。同时，叠加汇率波动的积极影响，公司报告期内财 务费用大幅下降。 过持续推动降本增效，提 ...

行 基础化工 2025 年 07 月 14 日 业 研 究 基础化工 新材料周报：长鑫科技启动 IPO 辅导，国内首创 打破可乐丽垄断 投资要点： 行 业 定 期 报 告 本周行情回顾。本周（2025.07.07-2025.07.11），Wind 新材料指数收报 3954.95 点，环比上涨 2.88%。其中，涨幅前五的有宏柏新材(24.72%)、晨光新 材(23.3%)、东岳硅材(17.89%)、硅宝科技(16.97%)、普利特(11.43%)；跌幅前 五的有瑞联新材(-15.98%)、久日新材(-7.36%)、赛伍技术(-5.58%)、安集科技 (-4.96%)、润阳科技(-3.94%)。六个子行业中，申万三级行业半导体材料指数收 报 6176.23 点，环比上涨 1.77%；申万三级行业显示器件材料指数收报 1088.59 点，环比上涨 1.52%；中信三级行业有机硅材料指数收报 6489.22 点，环比上 涨 8.82%；中信三级行业碳纤维指数收报 1221.84 点，环比上涨 3.82%；中信 三级行业锂电指数收报 1867.72 点，环比上涨 0.43%；Wind 概念可降解塑料指 数收报 191 ...

Group 1 - The company expects to achieve a net profit attributable to shareholders of 550 million to 650 million yuan for the first half of 2025, representing an increase of 170 million to 270 million yuan compared to the same period last year, with a year-on-year growth of 44.82% to 71.15% [1][2] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses of 501 million to 601 million yuan, which is an increase of 152 million to 252 million yuan compared to the same period last year, reflecting a year-on-year growth of 43.48% to 72.12% [1][2] - The previous year's net profit attributable to shareholders was 380 million yuan, and the profit before tax was 518 million yuan [2] Group 2 - The main reasons for the expected profit increase include advanced material research and application innovation capabilities, strengthened industry chain collaboration, and improved global layout, leading to steady growth in revenue and significant increase in net profit [2] - The company has seen steady growth in sales and gross profit in sectors such as automotive, electronics, and new energy, while accelerating its global expansion with rapid growth in overseas business [2] - Cost reduction and efficiency improvement through process optimization, along with the development of high-end specialty materials and acceleration of integrated synthesis and modification projects, have contributed to the continuous improvement in operational quality [2]

证券代码：603681 证券简称：永冠新材 公告编号：2025-055 转债代码：113653 转债简称：永 22 转债 上海永冠众诚新材料科技（集团）股份有限公司 ? 预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为 减少 91.05%到 93.94%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 万元，同比减少 91.05%到 93.94%。 （三）本次业绩预告为公司根据经营情况的初步测算，未经注册会计师审计。 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： ? 业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比下降50%以 上。 ? 上海永冠众诚新材料科技（集团）股份有限公司（以下简称"公司"）预计 期相比，将减少 5,255.50 万元到 5,805.50 万元，同比减少 61.43%到 67.86%。 展望未来，随着国家政策持续推进制造业"高端化、智能化、绿色化"发展，公司 将继续坚定"传统业务提质、新兴业务突破"战略，聚焦汽车、新能源、工业、可降解 等国 ...

证券代码：002171 证券简称：楚江新材 债券代码：128109 债券简称：楚江转债 安徽楚江科技新材料股份有限公司投资者关系活动记录表 编号：2025-012 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 ☑其他 （电话会） | | 参与单位名称及 | 本次电话会由中信证券组织，具体参会人员名单详见附件 | | 人员姓名 | | | 时间 | 2025 年 7 月 11 日 | | 地点 | 安徽楚江科技新材料股份有限公司 | | 上市公司接待人 | 楚江新材董事会秘书：姜鸿文 | | 员姓名 | 楚江新材证券事务代表：李旭 | | 投资者关系活动 | 2025 年上半年，公司预计实现归属于上市公司股东的净 | | | 利润 2.4 亿元至 2.9 亿元，同比增长 42.35%-72%；扣除非经 | | | 常性损益净利润2亿元至2.5亿元，同比增长75.43%-119.29%。 | | | 1、天鸟高新生产的产品有哪些？ | | | 回复：子公司天鸟高新作为国内碳 ...

据了解，西安高新区是国务院首批批准成立的国家级高新区之一，重点发展光电子信息、智能制造、生 物医药、汽车、新材料新能源等创新产业（300832）。西安高新区内科技企业在不断深耕国内市场的同 时，"出海"需求也在不断增强。合作备忘录的签署，让现场70余家西安高新区企业看到了更多发展机 遇。 有参会企业表示，近年来，香港资本市场针对科技企业做了许多改革。西安高新区内企业既可以充分利 用香港资本市场获取融资，也可以借助在港上市拓展国际投资的资源，同时助力海外业务拓展。还有企 业表示，香港的国际化平台，能够帮助中小企业在发展初期就开启全球发展模式，积极参与到国际竞争 中，从而挖掘更多发展机遇。 "作为连接内地与国际市场的重要桥梁，香港一直致力于为内地创新企业提供全方位支持。"香港投资推 广署投资推广总监干杉立表示，希望进一步发挥两地互补优势，协助西安高新区更多优质企业借港出 海，共同开拓创新合作新机遇。 中化新网讯 7月8日，在西安举行的香港优势助力陕西科技企业走出去交流会上，香港特别行政区投资 推广署与西安高新区管委会签署合作备忘录，携手支持科技企业借港出海，积极拓展国际市场。 根据合作备忘录，西安高新区将鼓励区内 ...

"目前我们已签约的项目推进得如何？主动和我们接洽的项目进展到哪一步？"7月11日上午，在新 材料产业中试基地服务专班每周例行召开的推进会上，专班负责人师晓倩问得仔细。从最初出门招商找 项目，到如今项目主动找上门，新材料产业中试基地服务专班正经历"幸福的烦恼"。 在化工新材料领域，中试是从"研"到"产"之间极为关键的一环，高校、科研院所、企业的研发成果 要想实现产业化，需要经过中试环节的验证，只有中试成功，才能确保生产的安全性和产品的稳定性。 作为我市唯一发展化工新材料产业的园区，南京江北新材料科技园正以"研产贯通"行动为抓手，推 动传统石化产业向高端化、智能化、绿色化升级。建设新材料产业中试基地，正是园区以科技创新推动 产业创新的一次探索实践。 "中试基地自去年立项以来，就坚持建设与招商'同步走'的战略。"师晓倩介绍，园区举办各种中试 基地推介会、项目对接会、路演会等，储备中试项目60余个，"确保中试基地建成即投运，开园即满 园，全力打造化工园中试基地标杆。" 据了解，目前还有一些项目和园区积极洽谈，希望能签约入驻，其中还有不少高校院所。园区组建 了中试基地专家委员会，涵盖技术、安全环保、市场金融等多个领域专 ...

数据更新时间为0707-0711。 本篇由简评数科 JPDT 数智系统-产业动态 数据整理而成，如有内容和图片涉及侵权，请及时联系我们，我们会第一时间删除。 碳际科技完成数千万元Pre-B轮融资 碳际是一家致力于能源电池核心材料国产化的硬科技企业。主营产品包括气体扩散层(GDL)、炭纸、炭毡、碳纤维原纸等。目前公司GDL产品已通过多家 知名电堆和主机厂的长堆和耐久性测试，并成功导入多家客户供应链。近日，碳际宣布完成数千万元Pre-B轮融资，由中金资本领投，老股东武岳峰资本 跟投。本轮融资资金主要用于公司储能电池产品产业化，筑牢技术中心研发实力、加速公司产品的多元化布局和拓展，助力碳际科技从能源电池材料企业 向先进复合材料企业迈进。 清协华和完成数千万元Pre-A轮融资 清协华和是一家新型改性PEEK材料研发商，致力于以聚醚醚酮（PEEK）为主要原材料，通过独特的共混合金配方以及二维纳米分散技术制备出一种新型 材料，改性后的PEEK材料耐磨性提升近10倍，韧性提升5-8倍，且成本节省20%，具备极强的竞争力。自制二维纳米添加剂，掌握独特的PEEK共混合金 配方，叠加自主研发的生产工艺与生产设备，完整布局工业高耐 ...