泸天化（000912）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为3500万 元-5000万元，比上年同期的1.34亿元下降73.85%-62.64%。扣除非经常性损益后的净利润为200万 元-1700万元，比上年同期的6309万元下降96.83%-73.05%。基本每股收益预计为0.0223元/股–0.0319元/ 股。公司2025半年度业绩较去年同期下降的主要原因是公司主要产品销售价格比去年同期大幅下降，导 致毛利率大幅下降。 ...

Summary of Key Points Core Viewpoint - The company has decided to repurchase and cancel a total of 660,032 shares from its employee stock ownership plan due to unmet performance targets for the first lock-up period of the 2024-2026 employee stock ownership plan [1][3]. Group 1: Reasons for Repurchase and Cancellation - The repurchase and cancellation are based on the provisions of the employee stock ownership plan, which stipulates that if the company's performance targets are not met, the corresponding unvested shares must be repurchased and canceled [2][3]. - The repurchase price is set at 6.13 yuan per share plus the interest from bank deposits [3]. Group 2: Details of the Repurchase - The repurchase involves 81 individuals, including key executives such as the chairman and general manager, with a total of 660,032 shares to be canceled [3]. - After the cancellation, the remaining shares in the employee stock ownership plan will total 990,048 shares [3]. Group 3: Impact on Share Capital Structure - Following the repurchase and cancellation, the total number of shares will decrease from 312,901,360 to 312,241,328 [4][5]. - The cancellation of these shares is not expected to have a significant impact on the company's financial status or operational results [4].

中盐化工（600328）公告，参股公司中盐碱业有限公司于2025年7月9日与通辽市自然资源局签署《采矿 权出让合同》，以68.09亿元取得奈曼旗大沁他拉地区天然碱采矿权。该采矿权面积28.85平方公里，开 采方式为地下开采，合同首次登记期限为30年。中盐碱业将在收到缴款通知书之日起30日内缴纳成交价 款，并按销售收入的2.9%逐年缴纳出让收益。此外，中盐化工重大资产重组事项正按计划推进。 ...

证券代码：301300 证券简称：远翔新材 公告编号：2025-027 福建远翔新材料股份有限公司 关于 2023 年限制性股票激励计划第二个归属期 第一批次归属结果暨股份上市的公告 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。 重要内容提示： 为 0.54%。 福建远翔新材料股份有限公司（以下简称"公司"或"远翔新材"） 于 2025 年 6 月 10 日召开第四届董事会第四次会议和第四届监事会第 四次会议，审议通过了《关于 2023 年限制性股票激励计划第二个归 属期归属条件成就的议案》，近日，公司办理了关于公司 2023 年限 制性股票激励计划第二个归属期第一批次归属股份的登记工作，现将 有关事项说明如下： 一、股权激励计划简述及已履行的相关审批程序 （一）限制性股票激励计划简述 通过了《关于 <福建远翔新材料股份有限公司 ensp="ensp" 年限制性股票激励="年限制性股票激 励"> 事会秘书 小计 68.50 52.69% 1.07% 计划（草案）>及其摘要的议案》等相关议案，公司 2023 年限制性股 票激励计划的主要内容如下： （A 股）股 ...

二苯基磷氧是一种有机磷化合物，它广泛用作化学中间体、配位化学中的配体，近年来也用作高性能阻燃剂和光电材料的基料。全球二苯基 磷氧市场目前仍属于小众市场，但近年来由于对环保型磷基阻燃剂的需求不断增长，以及新型应用的探索和研究推动，市场或将迎来发展机 遇。 生产路线方面，市场目前以中间体合成工艺为主，山东洪川化工有限公司、武汉吉鑫益邦生物科技有限公司、本溪吉凯科技有限公司均采用 此技术路线。但该技术路线成本较高，受上游原料波动性限制较大。为了降低成本，淄博盛森精细化工有限公司实现了原料合成工艺法的采 用，因此其具备明显的价格优势，但由于其规模较小且尚未完成专利申请，所以竞争能力有限。 未来，市场应用领域将持续拓展，技术将进一步升级。区域格局特点依旧，中国凭借政策支持和产业链优势，占据主要市场。 总之，二苯基磷氧市场正从一种利基化学品发展成为涵盖多个高价值领域的战略中间体。受淘汰卤素的监管压力以及磷化学技术的进步的推 动，二苯基磷氧拥有广阔的增长潜力。然而，原材料价格波动，需求不稳定仍然是影响市场发展轨迹的关键因素。整体来说，二苯基磷氧市 场属于小众市场，规模有限，但一旦下游市场被打开，其将迎来进一步发展。 根据 ...

Core Viewpoint - Tinci Materials is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange, aiming for global expansion in the personal care industry [2][6]. Company Overview - Founded in 2000, Tinci Materials started in the personal care sector and now covers lithium-ion battery materials, personal care materials, and specialty chemicals [4]. - The company is the second-largest producer of Carbomer in the industry with a capacity of 5,000 tons and is the largest producer of amphoteric surfactants in Asia [4]. Business Performance - In 2024, Tinci Materials' total revenue is projected to be 12.518 billion yuan, with personal care materials and specialty chemicals contributing 1.161 billion yuan, accounting for 9.27% of total revenue, reflecting a year-on-year growth of 14.14% and a gross margin of 30.04% [4]. Product Portfolio - Tinci Materials' personal care product offerings include surfactants, silicone oils, water-soluble polymers, cationic conditioning agents, and organic silicon, serving various sectors such as skincare, color cosmetics, and hair care, with sales exceeding 110,000 tons in 2024 [4]. Strategic Partnerships - The company has established stable partnerships with major beauty brands such as L'Oréal, Procter & Gamble, and Unilever for the development and supply of key raw materials [4]. Global Expansion Plans - Tinci Materials aims to accelerate its internationalization process, with over 30 subsidiaries and production bases established by early 2025, expanding its operational area from 99 acres to over 6,500 acres [6]. - The company has set up subsidiaries in the U.S., Germany, Morocco, and Singapore, and a laboratory in South Korea, primarily related to its battery materials business [6]. Market Trends - The global hair care industry is expected to maintain steady growth, with North America and Europe markets becoming saturated, while Asia and Africa are projected to show strong growth [9]. - The company plans to focus on market and regulatory trends, targeting segments such as household cleaning products, functional hair care, and baby care products [6].

Group 1 - PVC futures main contract experienced fluctuations, reaching a peak of 4930.00 yuan, closing at 4920.00 yuan with a 0.70% increase [1] - Institutions predict PVC prices will remain weak due to increased supply and low demand, with expectations of low-level fluctuations [1][2] - The supply side is pressured by new production capacities from companies like Wanhua Chemical and Tianjin Bohua, while demand remains sluggish, particularly in the real estate sector [1][2] Group 2 - The Indian PVC BIS policy has been postponed for another six months, which may positively impact future PVC exports [2] - The market anticipates an improvement in the oversupply situation due to the impact of anti-involution policies and sentiment in the building materials sector [2] - The expected trading range for the PVC 2509 contract is between 4800 and 5100 yuan, indicating low-level fluctuations [2]

Group 1 - The core viewpoint of the news is that Ningxia Baofeng Energy Group Co., Ltd. has applied for a patent related to the calculation method for propylene loss during the regeneration of propylene protection beds and liquid phase dryers, which aims to control production costs and improve economic efficiency [1] Group 2 - Ningxia Baofeng Energy Group Co., Ltd. was established in 2005 and is located in Yinchuan City, primarily engaged in the manufacturing of chemical raw materials and chemical products [2] - The company has a registered capital of 733.336 million RMB and has made investments in 16 enterprises [2] - The company has participated in 5,000 bidding projects and holds 438 patents along with 23 trademark registrations and 774 administrative licenses [2]

Group 1 - Shennong Development expects a net profit of 850 million to 950 million yuan for the first half of 2025, representing a year-on-year increase of 732.89% to 830.88% [1] - Sifang New Materials announced that its directors and senior executives collectively reduced their holdings by 80,000 shares, in line with a previously announced reduction plan [1] - Alliance Electronics plans to transfer 3.68% of its shares through a price inquiry, totaling 6.1869 million shares, due to the shareholders' funding needs [1][2] Group 2 - Yongtai Technology clarified that its patent for "a preparation method of lithium bis(fluorosulfonyl)imide" is still valid and has not been declared invalid [3] - Guibao Pet plans to invest 650 million yuan in building an intelligent warehousing and sorting center to enhance operational efficiency [4] - Deep Deep Housing A expects a net profit of 85 million to 120 million yuan for the first half of 2025, with a year-on-year increase of 1411.70% to 2034.17% [7] Group 3 - Shandong Steel anticipates a net profit of 12.71 million yuan for the first half of 2025, marking a turnaround from a loss of approximately 98.1 million yuan year-on-year [7] - Tangrenshen reported a June sales revenue of 698 million yuan from pig sales, a year-on-year increase of 26% [9] - Dongfang Zhongke plans to reduce its holdings by up to 3% of its shares due to the financial needs of a major shareholder [10] Group 4 - Weichuang Electric obtained six patents and two software copyrights between April 1 and June 30, 2025 [11] - Zhenai Home plans to reduce its holdings by up to 3% due to the financial needs of a major shareholder [13] - Xingwang Yuda's actual controller intends to reduce its holdings by up to 3% for personal financial needs [15] Group 5 - Guangyun Da intends to acquire 56.03% of Yilian Infinite for 352 million yuan, gaining control of the company [16] - Chao Tu Software's actual controller plans to reduce holdings by up to 2% due to personal financial needs [17] - Weixing Intelligent's actual controller plans to reduce holdings by up to 1.99% for personal financial needs [18] Group 6 - ST Dongshi is facing a bankruptcy reorganization application due to its inability to repay debts, with potential delisting risks if the court accepts the application [19][20] - Tongwei Co. plans to reduce its holdings by up to 1% due to personal financial needs [21] - Borui Pharmaceutical received approval for clinical trials of its drug for chronic obstructive pulmonary disease [22] Group 7 - Shuangwei New Materials announced progress in its control change plan, leading to the resumption of its stock trading [24] - Yunnei Power's stock is under risk warning due to false financial disclosures, with a name change to "ST Yun Dong" [26][28]

Core Viewpoint - The domestic soda ash market remains stable overall, with slight price declines in some regions for heavy soda ash, and a lack of significant positive support for trading activities [2][5]. Price Analysis - As of July 8, the price range for light soda ash in North China is 1170-1250 CNY/ton, while heavy soda ash is priced at 1220-1340 CNY/ton. In Northeast China, light soda ash is priced at 1250-1360 CNY/ton, and heavy soda ash at 1310-1460 CNY/ton [2]. - The light soda ash price index is 1158.57, unchanged from the previous working day, while the heavy soda ash price index decreased by 7.14 to 1221.43, a decline of 0.58% [3]. Market Dynamics - The soda ash futures market showed a slight rebound on July 8, with the main contract SA2509 opening at 1166 CNY/ton and closing at 1178 CNY/ton, reflecting a daily increase of 0.60%. The highest price during the day was 1188 CNY/ton, and the lowest was 1165 CNY/ton, with total open interest at 1,693,895 contracts, down by 107,283 contracts [5]. - The market is characterized by high supply levels and accumulating inventories, while demand remains weak, leading to a loose supply-demand balance. Despite a short-term rebound due to market sentiment, the overall price increase potential is limited due to high inventory pressure and weak demand [5]. Future Outlook - The soda ash market is expected to maintain a weak and fluctuating trend in the short term, with ongoing supply adjustments and inventory changes being critical factors to monitor [6].