基差方面： 2月10日，华东地区电石法PVC主流价下跌至4765元/吨，V2605合约期货收盘价在4971元/ 吨，目前基差在-206元/吨，走弱5元/吨，基差处于偏低水平。 【冠通期货研究报告】 PVC日报：震荡运行 发布日期：2026年2月10日 【行情分析】 上游西北地区电石价格稳定。目前供应端，PVC开工率环比增加0.33个百分点至79.26%，PVC开工 率继续小幅增加，处于近年同期中性水平。临近春节，PVC下游开工率环比下降3.33个百分点，下游 主动备货意愿偏低。出口方面，价格上涨后，国内出口签单环比回落，但之前的抢出口使得企业销 售压力不大。上周社会库存继续增加，目前仍偏高，库存压力仍然较大。2025年1-12月份，房地产 仍在调整阶段，投资、新开工、施工、竣工面积同比降幅仍较大，投资、销售、竣工等同比增速进 一步下降。30大中城市商品房周度成交面积环比回落，仍处于近年同期偏低水平，房地产改善仍需 时间。氯碱综合毛利承压，部分生产企业开工预期下降，但目前产量下降有限，本周预计无新增检 修装置，PVC开工率变化不大，期货仓单仍处高位。2月是国内PVC传统需求淡季，临近春节假期，下 游进入放假模式 ...

Group 1 - The State Intellectual Property Office of China has granted a patent for a "dual-ring cage phosphonate phosphazene-derived flame-retardant PC/ABS composition and preparation method" to Shanghai Pulite Composite Materials Co., Ltd., Zhejiang Pulite New Materials Co., Ltd., and Chongqing Pulite New Materials Co., Ltd. The patent authorization announcement number is CN117946508B, with an application date of December 2023 [1][2] - Shanghai Pulite Composite Materials Co., Ltd. was established in 1999 in Shanghai, primarily engaged in the rubber and plastic products industry, with a registered capital of 1,112.336248 billion RMB. The company has invested in 23 enterprises, participated in 15 bidding projects, holds 30 trademark registrations, 756 patent records, and possesses 72 administrative licenses [1] - Zhejiang Pulite New Materials Co., Ltd. was founded in 2010 in Jiaxing, focusing on the manufacturing of computers, communications, and other electronic devices, with a registered capital of 700 million RMB. The company has invested in 1 enterprise, participated in 58 bidding projects, holds 601 patent records, and has 8 administrative licenses [1] - Chongqing Pulite New Materials Co., Ltd. was established in 2011 in Chongqing, primarily engaged in the manufacturing of chemical raw materials and products, with a registered capital of 200 million RMB. The company has participated in 11 bidding projects, holds 601 patent records, and possesses 46 administrative licenses [2]

畅拓纳米材料（浙江）有限公司，成立于2025年，位于台州市，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5500万人民币。通过天眼查大数据分析，畅拓纳米材料（浙江）有限公司 专利信息1条，此外企业还拥有行政许可3个。 国家知识产权局信息显示，畅的新材料科技（上海）有限公司、畅拓纳米材料（浙江）有限公司取得一 项名为"一种纳米金属生产方法"的专利，授权公告号CN121131739B，申请日期为2025年11月。 天眼查资料显示，畅的新材料科技（上海）有限公司，成立于2017年，位于上海市，是一家以从事非金 属矿物制品业为主的企业。企业注册资本987.9142万人民币。通过天眼查大数据分析，畅的新材料科技 （上海）有限公司共对外投资了5家企业，参与招投标项目7次，财产线索方面有商标信息13条，专利信 息61条，此外企业还拥有行政许可27个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Group 1 - The State Intellectual Property Office has granted a patent for a "Petroleum Coke Drying and Calcination System" to Shijiazhuang Shangtai Technology Co., Ltd., Shanxi Shangtai Lithium Battery Technology Co., Ltd., and Shijiazhuang Nasili New Energy Materials Co., Ltd. The patent authorization announcement number is CN121163231B, with an application date of November 2025 [1] - Shijiazhuang Shangtai Technology Co., Ltd. was established in 2008 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices. The company has a registered capital of 2,608.0235 million RMB and has invested in 5 enterprises, participated in 113 bidding projects, and holds 83 patents [1] - Shanxi Shangtai Lithium Battery Technology Co., Ltd. was founded in 2017 and focuses on the manufacturing of electrical machinery and equipment. The company has a registered capital of 1,250 million RMB, has invested in 2 enterprises, participated in 31 bidding projects, and holds 44 patents [1] Group 2 - Shijiazhuang Nasili New Energy Materials Co., Ltd. was established in 2025 and is engaged in the manufacturing of chemical raw materials and products. The company has a registered capital of 10 million RMB, has participated in 2 bidding projects, and holds 5 patents [2]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，上海瀚昱环保材料有限公司，成立于2007年，位于上海市，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10000万人民币。通过天眼查大数据分析，上海瀚昱环保材 料有限公司参与招投标项目21次，财产线索方面有商标信息5条，专利信息43条，此外企业还拥有行政 许可25个。 上海瀚昱环保科技有限公司，成立于2012年，位于上海市，是一家以从事专业技术服务业为主的企业。 企业注册资本100万人民币。通过天眼查大数据分析，上海瀚昱环保科技有限公司专利信息1条。 国家知识产权局信息显示，上海瀚昱环保材料有限公司、上海瀚昱环保科技有限公司取得一项名为"一 种低温SCR脱硝催化剂及其制备方法"的专利，授权公告号CN121130925B，申请日期为2025年11月。 ...

Group 1 - Zhongzi Technology (688737.SH) closed at 27.01 yuan, with a decline of 3.91% [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 22, 2021, with an initial public offering (IPO) of 21.5087 million shares at a price of 70.90 yuan per share [1] - The stock reached an intraday high of 70.50 yuan on its first trading day, marking the highest price since its listing, but is currently in a state of decline [1] Group 2 - The total funds raised from the IPO amounted to 1.525 billion yuan, with a net amount of 1.407 billion yuan after deducting issuance costs, which was 52.7168 million yuan less than the original plan [1] - The company planned to use the raised funds for projects including a new catalyst smart manufacturing park, automotive after-treatment device smart manufacturing industrial park, and research capabilities for catalysts meeting National VI B emission standards [1] - The total issuance costs for the IPO were 118 million yuan, including an underwriting and sponsorship fee of 93.5123 million yuan [1] Group 3 - On July 11, 2023, Zhongzi Technology announced its 2022 annual equity distribution, with a total share capital of 86,034,976 shares, and after deducting shares in the repurchase account, 85,519,775 shares participated in the distribution [2] - The company distributed 0 yuan in cash dividends and increased capital by converting 10 shares into 4 additional shares, resulting in a total of 34,207,910 shares being distributed [2] - Following the capital increase, the total share capital of the company rose to 120,242,886 shares [2]

Group 1 - The core viewpoint of the article is that Jinniu Chemical (600722.SH) primarily uses methanol as a chemical raw material, focusing on downstream products such as acetic acid and dimethyl ether, without involvement in fuel and energy businesses [1] Group 2 - The company emphasizes its role in the chemical industry, specifically in the production of acetic acid and dimethyl ether, indicating a strategic focus on chemical manufacturing rather than energy [1] - The statement clarifies the company's operational scope, which is limited to chemical raw materials, thereby providing insight into its business model and market positioning [1]

格隆汇2月10日丨金牛化工(600722.SH)在投资者互动平台表示，我公司甲醇主要是作为化工原材料，下 游主要为醋酸，二甲醚等，没有涉及燃料和能源业务。 ...

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。 免责声明:除非另有说明、中信期货有限公司（以下简称"中信期货）拥有本报告的版权/或其他相关知识产权。未经 授权,不得发送或复制本报告任何内容。中信期货对于本报告所载的信息、观点以及数据的准确性、可靠性、时效性 以及完整性不作任何明确或隐含的保证。本报告并不构成中信期货给予的任何私人咨询建议。 苯乙烯利润回升,海外多套装置重启 2026/02/10 投资咨询业务资格: 册 尹伊君 证监许可【2012】669号 究 从业资格号:F03107980 投资咨询号: Z0021451 员 最新数据: 国内苯乙烯开工略升。根据隆众,截至2026年2月5日,国内苯乙烯开工率69.96%,环比+0.68pct,同比- 6.67pct。周度产量35.09万吨,较上期增0.34万吨。本周华东一套苯乙烯装置重启产出但时间有限,华南提 负荷装置影响时间增加,周内无装置降负、停车,整体产出小幅增量。 近期海外多套装置重启,日本NSSM装置存检修计划。根 ...

Core Viewpoint - The company confirmed that its photoinitiators can be used in optical fiber coatings, which is a significant application area for these products [1] Group 1 - The company's photoinitiators are utilized in optical fiber coatings, indicating their relevance in the industry [1] - Major domestic and international optical fiber coating companies are clients of the company, highlighting its market presence [1]