Core Viewpoint - The company, Jinhe Industrial, is not currently producing lithium battery electrolyte products but is actively engaging in the related supply chain and has optimistic views on the development prospects of new energy materials [2]. Group 1: Company Activities - The company has not directly produced terminal products for lithium battery electrolytes [2]. - Jinhe Industrial is involved in the supply chain with products such as thionyl chloride, which can be used in the preparation of electrolytes [2]. - The company has established a facility with an annual production capacity of 10,000 tons for key precursors of new-generation lithium salts [2]. - Several new electrolyte additives are currently in the optimization phase of pilot testing [2]. Group 2: Market Outlook - The company holds an optimistic attitude towards the development prospects in the new energy materials sector [2]. - Jinhe Industrial will continue to monitor market opportunities and steadily advance its industrialization process [2].

交易咨询业务资格：证监许可【2012】1091号 纯碱早报 2025-11-19 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 每日观点 纯碱： 1、基本面：碱厂产量高位，远兴二期年前预期投产，整体供给预期充裕；下游浮法玻璃供给扰动 预期，光伏日熔量延续下滑趋势，纯碱厂库处于历史同期高位；偏空 2、基差：河北沙河重质纯碱现货价1155元/吨，SA2601收盘价为1214元/吨，基差为-59元，期货升 水现货；偏空 3、库存：全国纯碱厂内库存170.73万吨，较前一周减少0.40%，库存在5年均值上方运行；偏空 4、盘面：价格在20日线下方运行，20日线向下；偏空 5、主力持仓：主力持仓净空，空增；偏空 6、预期：纯碱基本面不改疲弱，短期预计震荡运行为主。 影响因素总结 利多： 1、下游玻璃供给低位企稳回升，对纯碱需求有所增量。 利空： 1、 ...

观点 现实差继续，伊朗停车慢于预期，11月应还是高进口，01矛盾较难处理，港口制裁的事情预计能在限气结束前解 决，库存去化较 难，甲醇上涨乏力，下跌空间关注内地幅度，近期煤炭走强，但影响不到利润。 甲醇聚烯烃早报 研究中心能化团队 2025/11/19 | 甲 醇 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 动力煤期 | | 江苏现货 华南现货 | 鲁南折盘 | 西南折盘面 | 河北折盘 | 西北折盘 | CFR中国 | CFR东南 | | 进口利润 主力基差 | 盘面MTO | | | 货 | | | 面 | | 面 | 面 | | 亚 | | | 利润 | | 2025/11/1 2 | 801 | 2082 | 2080 | 2388 | 2370 | 2350 | 2608 | 243 | 322 | -17 | -40 | - | | 2025/11/1 3 | 801 | 2077 | 2075 | 2388 | 23 ...

华夏磐益一年定开混合（010695）基金经理为张城源。 截至发稿，张城源累计任职时间8年331天，现任基金资产总规模51.94亿元，任职期间最佳基金回报 127.5%， 任职期间最差基金回报-7.26%。 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 资料显示，宁夏英力特化工股份有限公司位于宁夏石嘴山市惠农区钢电路，成立日期1996年11月12日， 上市日期1996年11月20日，公司主营业务涉及电石、石灰氮、双氰胺、烧碱、聚氯乙烯树脂、液氯、盐 酸等相关产品;电力、热力的生产及销售。主营业务收入构成为：PVC52.21%，烧碱28.20%，E- PVC12.83%，其他化工产品2.35%，电石2.24%，其他(补充)1.50%，电力0.67%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓英力特。华夏磐益一年定开混合（010695）三季度持有股数 237.02万股，占基金净值比例为3.51%，位居第九大重仓股。根据测算，今日浮盈赚取约2 ...

11月18日，肯特催化跌1.20%，成交额3403.18万元。两融数据显示，当日肯特催化获融资买入额141.52 万元，融资偿还189.74万元，融资净买入-48.21万元。截至11月18日，肯特催化融资融券余额合计 5868.74万元。 融资方面，肯特催化当日融资买入141.52万元。当前融资余额5868.74万元，占流通市值的6.45%。 融券方面，肯特催化11月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元。 资料显示，肯特催化材料股份有限公司位于浙江省杭州市萧山区萧山经济技术开发区金二路617号12号 楼9楼，成立日期2009年7月14日，上市日期2025年4月16日，公司主营业务涉及主要从事季铵(鏻)化合 物产品研发、生产和销售。主营业务收入构成为：季铵盐系列产品51.45%，季铵碱系列产品26.78%， 季鏻盐系列产品12.32%，其他产品4.99%，冠醚系列产品4.46%。 截至9月30日，肯特催化股东户数1.58万，较上期减少27.31%；人均流通股1402股，较上期增加 37.56%。2025年1月-9月，肯特催化 ...

Group 1 - The company Tianyuan Co., Ltd. confirmed that its lithium iron phosphate cathode materials can be used in energy storage batteries and solid-state batteries [2] - The company is currently conducting pilot tests on its anode materials [2] - A significant equity investee, Yibin Lithium Treasure, produces ternary cathode materials that are applicable for solid-state batteries [2]

Core Viewpoint - Silicon Treasure Technology (300019.SZ) emphasizes the excellent performance of silicone materials, including high and low-temperature resistance and aging resistance, which are widely used in aerospace and military industries [1] Company Summary - The company currently has limited sales of aerospace and military products, which do not significantly impact overall performance [1] - Future plans include actively expanding business based on market and customer demand [1]

格隆汇11月19日丨金禾实业(002597.SZ)在投资者互动平台表示，公司目前未直接生产锂电池电解液终 端产品，但已在相关产业链进行积极布局，包括：氯化亚砜产品可用于电解液制备；已建成年产1万吨 新一代锂盐关键前驱体装置；多款新型电解液添加剂正处于中试优化阶段。公司对新能源材料领域的发 展前景持乐观态度，并将持续关注市场机遇，稳步推进产业化进程。 ...

格隆汇11月19日丨金禾实业(002597.SZ)在投资者互动平台表示，公司目前未直接生产锂电池电解液终 端产品，但已在相关产业链进行积极布局，包括：氯化亚砜产品可用于电解液制备；已建成年产1万吨 新一代锂盐关键前驱体装置；多款新型电解液添加剂正处于中试优化阶段。公司对新能源材料领域的发 展前景持乐观态度，并将持续关注市场机遇，稳步推进产业化进程。 ...

Core Viewpoint - Zhejiang Zhongxin Fluorine Material Co., Ltd. has completed the revision of its business scope and the amendment of its Articles of Association, along with the registration of changes with the industrial and commercial authorities [1][2][3] Group 1: Company Information - The company held its fourth meeting of the seventh board of directors on October 27, 2025, and the second extraordinary shareholders' meeting on November 13, 2025, to approve the changes [1] - The company has obtained a new business license issued by the Zhejiang Provincial Market Supervision Administration [2] - The registered capital of the company is 325,468,375 RMB, and it was established on August 29, 2000 [2] Group 2: Business Scope - The company’s business scope includes the production of hazardous chemicals, pesticides, and various chemical products, with specific activities subject to approval by relevant authorities [2][3] - The company is involved in the manufacturing and sales of specialized chemical products, synthetic materials, engineering plastics, and high-performance fibers [2][3] - The company also engages in technology services, research and development of new materials, and domestic and international trade [3]