淄博齐翔腾达化工股份有限公司 关于 30 万吨/年环氧丙烷装置恢复生产的公告 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。 证券代码:002408 证券简称:齐翔腾达 公告编号:2025-042 特此公告。 债券代码:128128 债券简称:齐翔转 2 淄博齐翔腾达化工股份有限公司 董事会 淄博齐翔腾达化工股份有限公司（以下简称"公司"）于 2024 年 8 月 10 日在《中国证券报》《证券时报》《证券日报》《上海证券报》和巨潮资讯网 （www.cninfo.com.cn）上披露了《关于部分装置检修改造的公告》（公告编 号:2024-066），公司根据环氧丙烷装置的运行效率和运行周期要求，计划从 2024 年 8 月 10 日起对 30 万吨/年环氧丙烷装置及配套装置进行技术改造和设备维护 保养。 目前，公司 30 万吨/年环氧丙烷装置已完成全部检修技改工作，并陆续恢复 正常生产。停车检修技改期间，公司对环氧丙烷装置前期运行过程中存在的问题 进行维护保养和消缺处理，同时针对影响生产成本的工艺流程、设备进行技术改 造，进一步提升了装置的整体运行效率，有效确保 ...

Core Viewpoint - Changhua Chemical has successfully applied carbon dioxide polyether in the trial production of continuous soft foam, marking a significant technological breakthrough in the chemical industry [2][3]. Group 1: Technological Advancements - The company utilizes industrial waste CO2 as a raw material, employing low-temperature and low-pressure catalytic technology to produce carbon dioxide polyether (Carnol®) [2]. - The production process is considered internationally advanced, offering higher safety compared to existing domestic high-temperature and high-pressure methods [2]. - The resulting carbon dioxide-based foam exhibits excellent hydrolysis resistance, yellowing resistance, and mechanical properties, making it suitable for various applications in the automotive and home furnishing sectors [3]. Group 2: Project Investment and Capacity - The total investment for the carbon dioxide polyether and high-performance polyol project is approximately 586.25 million yuan, located in Lianyungang City [3]. - The project is divided into two phases, with the first phase aiming to establish production capacities of 80,000 tons/year for carbon dioxide polyether and 300,000 tons/year for polyether polyols, among others [3]. - Upon full completion, the project is expected to achieve an annual production capacity of 1.06 million tons of carbon dioxide polyether, 300,000 tons of polyether polyols, and 720,000 tons of polymer polyols [3]. Group 3: Strategic Partnerships - Changhua Chemical's carbon dioxide polyether technology is derived from Econic Technologies, a UK-based company founded by Dr. Charlotte Williams [4]. - A strategic cooperation agreement was signed between Econic Technologies and Changhua Chemical in June 2022 to promote the localized production of carbon dioxide polyether using the low-temperature and low-pressure preparation process [4].

天眼查商业履历信息显示，江苏雅克科技股份有限公司，成立于1997年，位于无锡市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本47592.7678万人民币，实缴资本7600万人民币。公 司法定代表人为沈琦。 通过天眼查大数据分析，江苏雅克科技股份有限公司共对外投资了17家企业，参与招投标项目30次，知 识产权方面有商标信息6条，专利信息111条，此外企业还拥有行政许可88个。 资金流向方面，今日主力资金净流出3391.63万元，占比成交额7.63%。其中，超大单净流出1966.98万 元、占成交额4.43%，大单净流出1424.65万元、占成交额3.21%，中单净流出流出246.39万元、占成交 额0.55%，小单净流入3638.01万元、占成交额8.19%。 雅克科技最新一期业绩显示，截至2025一季报，公司营业总收入21.18亿元、同比增长30.88%，归属净 利润2.60亿元，同比增长5.85%，扣非净利润2.54亿元，同比增长6.19%，流动比率1.652、速动比率 1.129、资产负债率41.78%。 金融界消息 截至2025年8月1日收盘，雅克科技（002409）报收于55.22元 ...

格隆汇8月3日｜齐翔腾达(002408.SZ)公告称，公司于2024年8月10日披露了《关于部分装置检修改造的 公告》，计划对30万吨/年环氧丙烷装置及配套装置进行技术改造和设备维护保养。目前，该装置已完 成全部检修技改工作，并陆续恢复正常生产。停车检修技改期间，公司对装置进行了维护保养和消缺处 理，并对影响生产成本的工艺流程、设备进行了技术改造，进一步提升了装置的整体运行效率。 ...

齐翔腾达（002408）公告，公司于2024年8月10日披露了关于部分装置检修改造的公告，计划对30万吨/ 年环氧丙烷装置及配套装置进行技术改造和设备维护保养。目前，该装置已完成全部检修技改工作，并 陆续恢复正常生产。在此期间，公司对装置存在的问题进行了维护保养和消缺处理，并对工艺流程和设 备进行了技术改造，以提升整体运行效率。 ...

1. Report Industry Investment Rating There is no information provided regarding the report industry investment rating. 2. Core View of the Report - The synthetic rubber market is expected to operate weakly in the short - term with narrowing downside space. The butadiene market is likely to experience a short - term callback and then enter a weak pattern in the medium - term [2][4][5]. 3. Summary by Relevant Catalogs 3.1 This Week's Synthetic Rubber View - **Supply**: High - cis butadiene rubber production and capacity utilization continued to increase this week. Next week, production is expected to decline slightly due to planned shutdowns and potential restarts [4]. - **Demand**: In terms of rigid demand, the capacity utilization rate of tire sample enterprises is expected to be slightly adjusted. Substitute demand remains high, and overall demand maintains a high year - on - year growth rate [4]. - **Inventory**: As of July 30, 2025, the inventory of high - cis butadiene rubber sample enterprises decreased. Sample production enterprise inventory decreased while sample trading enterprise inventory increased slightly [4]. - **View**: In the short - term, butadiene rubber futures prices are expected to correct from high levels and enter an oscillatory pattern in the medium - term. The theoretical valuation range of butadiene rubber futures is 11,000 - 11,800 yuan/ton [4]. - **Strategy**: For single - side trading, it is bearish. For cross - period trading, there is no recommendation. For cross - variety trading, the NR - BR spread is expected to shrink in the short - term [4]. 3.2 This Week's Butadiene View - **Supply**: Domestic butadiene supply remained stable this week, with production at 103,400 tons and capacity utilization at 69.97% [5]. - **Demand**: The demand from synthetic rubber for butadiene remains high, while the demand from ABS is expected to remain constant, and the demand from SBS maintains rigid procurement [5]. - **Inventory**: The total domestic butadiene sample inventory dropped to a low for the year, with port inventory significantly reduced due to weather - related factors [5]. - **View**: In the short - term, butadiene spot prices are expected to correct, but the decline is limited. In the medium - to - long - term, the supply pressure is the main contradiction, and it is expected to enter a weak pattern after the macro - sentiment eases [5]. 3.3 Butadiene Fundamentals - Butadiene is in the stage of supply - demand pricing and has a low correlation with the raw material end. Its capacity is in a state of continuous expansion, with the speed and amplitude slightly faster than that of downstream industries [8][10]. 3.4 Synthetic Rubber Fundamentals - **Supply of Butadiene Rubber**: Production and capacity utilization have shown changes. Costs, profits, and import - export volumes also have their own trends. Inventory levels have decreased [37][40][47]. - **Demand of Butadiene Rubber**: The demand from the tire industry is related to factors such as inventory and capacity utilization [51].

Group 1 - The company Shaanxi Beiyuan Chemical Group Co., Ltd. has obtained a patent for a specialized tool for open temperature measurement devices, with the patent number CN223172896U and application date July 2024 [1] - The patent describes a utility model that includes a rotating cylinder with a detachable hexagonal sleeve, a soft ring for sealing, and a drainage mechanism to prevent hot liquid from splashing on workers [1] - The tool is designed for easy operation in confined spaces, minimizing the risk of damage to temperature sensors and preventing burns from leaking hot liquids [1] Group 2 - Shaanxi Beiyuan Chemical Group Co., Ltd. was established in 2003 and is located in Yulin City, primarily engaged in the manufacturing of chemical raw materials and products [2] - The company has a registered capital of approximately 397.22 million RMB and has made investments in four other enterprises [2] - The company has participated in 5,000 bidding projects, holds 586 patents, and has 80 trademark registrations, along with 148 administrative licenses [2]

Core Viewpoint - As of August 1, 2025, Xilong Science (002584) experienced a stock price decline of 1.44%, closing at 8.89 yuan, with a trading volume of 184,000 hands and a transaction amount of 164 million yuan [1] Financial Performance - For the first quarter of 2025, the company reported total operating revenue of 1.724 billion yuan, a year-on-year decrease of 10.93% [1] - The net profit attributable to shareholders was 8.639 million yuan, reflecting a year-on-year increase of 22.59% [1] - The non-recurring net profit was 5.970 million yuan, showing a year-on-year growth of 25.53% [1] - The company's liquidity ratios include a current ratio of 1.597 and a quick ratio of 1.273, with a debt-to-asset ratio of 52.16% [1] Investment and Business Activities - Xilong Science has made investments in 26 companies and participated in 1,616 bidding projects [2] - The company holds 292 trademark registrations and 90 patents, along with 58 administrative licenses [2] - Established in 1994 and located in Shantou, the company primarily engages in the manufacturing of chemical raw materials and products, with a registered capital of approximately 5.852 billion yuan [1][2]

Group 1 - The Shanghai Stock Exchange has taken regulatory measures against 270 cases of abnormal trading behaviors, including price manipulation and false declarations [1] - Specific stocks such as *ST Yazhen, Xiwai New Materials, Tibet Tourism, and Southern Road Machinery are under close monitoring due to significant abnormal price fluctuations [1] - The exchange has conducted special investigations into 18 major corporate events and reported 2 suspected illegal cases to the China Securities Regulatory Commission [1]

Core Viewpoint - Wanhua Chemical, a leading player in the chemical industry, is experiencing a rebound in value due to a significant increase in the price of TDI (Toluene Diisocyanate) and the easing of previous supply chain disruptions caused by U.S.-China trade tensions [1][8]. Group 1: Shareholder Actions - On July 31, Wanhua Chemical announced that its major shareholder, Prime Partner International Limited, plans to reduce its stake by up to 0.54% over three months, which will lower its holding to 4.99% [2]. - The market reacted mildly to the news, with a 2.23% drop in stock price, as many believe the positive outlook from TDI price increases outweighs the short-term negative impact of the shareholder's reduction [2][3]. Group 2: TDI Price Surge - A fire at Covestro's TDI facility in Germany led to a significant supply disruption, causing TDI prices in Europe to rise from €1900/ton to €2500/ton [3][4]. - In China, TDI prices surged from ¥10,733/ton in early May to ¥16,400/ton by July 31, marking a 52.80% increase, with a notable 14.78% rise in the week of July 14 [4][5]. Group 3: Market Dynamics - Despite the TDI price increase, domestic demand for polyester has not shown significant improvement, leading to uncertainty about the sustainability of high TDI prices [6]. - By 2025, global TDI production capacity is expected to reach 3.58 million tons, with domestic capacity at 1.85 million tons, resulting in a surplus situation [6][7]. Group 4: Company Performance - Wanhua Chemical's stock price has fluctuated between ¥52 and ¥66, reflecting a nearly 20% increase, but it remains down 13.48% year-to-date as of August 1 [5][8]. - The company has diversified its product offerings beyond polyester, investing in high-value chemical materials and breaking into new markets such as lemon aldehyde and specialty chemicals [9]. Group 5: Competitive Position - Wanhua Chemical's TDI capacity is approximately 1.44 million tons per year, accounting for nearly 40% of global capacity, positioning it favorably against competitors like Covestro [7][10]. - The company's profitability is expected to surpass that of Covestro, with projected net profits of ¥13 billion for 2024 compared to Covestro's expected losses [10].