【DT新材料】 获悉，近日 ， SABIC、 世索科，分别推出无氟聚合物新产品。 （1）SABIC：聚醚酰亚胺/硅氧烷（PEI-Si）共聚物 SABIC推出的三款新型非氟 Siltem 树脂混合物产品，继承了Siltem聚合物的优秀基因，在关键性能上实现了提升： 全面无氟配方，更佳的耐热性和耐 化学性，能够轻松应对汽车引擎盖下、工业和油气等严苛环境，在保持高性能的同时，还提供了更简易的加工性，助力制造商提高生产效率、优化成本 这些新型的 PEI-Si 共聚物展现出巨大的应用潜力，特别是在以下领域： （1）高性能电线电缆，是取代 ETFE、FEP、PVDF 的理想选择，可用于应力消除套、数据电缆、伴热电缆以及汽车引擎盖下线束； （2）功能性部件： 可用于制造密封件、垫圈等。值得一提的是，该材料还具备交联能力，可用于制造具有"形状记忆"功能的热收缩管。 （2）世索科：高温牌号的无含氟表面活性剂全氟橡胶 （FFKM NFS） 据悉，最新产品FFKM NFS高温牌 号 采用最新研发的耐高温固化剂，可在高温环境下提供无与伦比的纯度和可靠性， 并无需添加额外的填料， 可提 供高于 320°C 的连续工作温度，远超传统全氟 ...

Core Insights - The construction of industrial platform carriers has become a core engine for high-quality regional economic development amid increasing global competition [1] - Zhangjiagang Free Trade Zone is focusing on strengthening and optimizing its specialty new materials industry, continuously improving resource allocation and platform construction to promote high-level characteristic industry development [1] Group 1: Jiangsu Yangtze River International Chemical Industrial Park - Jiangsu Yangtze River International Chemical Industrial Park is currently the most advanced and concentrated new materials and fine chemicals park in China, hosting major global chemical companies including Dow Chemical, Wacker Chemie, and Honeywell [3] - The park has an average annual output value of approximately 100 billion yuan over the past three years [3] - It features significant policy advantages with nearly 10 km of chemical coastline and multiple specialized terminals and storage facilities for hazardous chemicals [3] Group 2: International Scientific and Technological Cooperation - The "Zhangjiagang Chemical New Materials International Scientific and Technological Cooperation Base" has been recognized by the Ministry of Science and Technology as a distinctive international cooperation base, contributing to national development and international technology transfer [5] - Jiangsu Province has a total of 25 national cooperation bases, with Zhangjiagang being the only one in the city [5] Group 3: National Key Laboratory of Material Chemistry Engineering - The National Key Laboratory of Material Chemistry Engineering Zhangjiagang Industrial Base is a collaborative project involving Nanjing University of Technology, Zhangjiagang Municipal Government, and the Free Trade Zone Management Committee [7] - The base focuses on low-carbon materials, new energy materials, and high-end chemical manufacturing technologies, aiming to create a comprehensive innovation system [7] - A project on high-performance ammonia-permeable membrane materials has been selected for the 2025 Jiangsu Province major science and technology project, showcasing the platform's effectiveness [7] Group 4: Zhangjiagang Chemical Pilot Base - The Zhangjiagang Chemical Pilot Base has a total investment of 800 million yuan and is one of the first pilot demonstration bases in the province [9] - It aims to address the "last mile" challenge in technology transfer through integrated research and testing platforms [9] - The Free Trade Zone plans to enhance platform functions and foster deep integration of technology, talent, and industry to cultivate globally competitive innovative enterprises and industrial clusters [9]

Core Viewpoint - Tianyongcheng (874432) has terminated its IPO guidance agreement with Changjiang Securities due to various factors including company development strategy and market conditions, with the termination confirmed by Jiangsu Securities Regulatory Bureau [1] Group 1: Company Overview - Tianyongcheng was established in 2010 and specializes in the research, production, and sales of high-performance packaging and thermal materials, including silicone sealants and thermal gels [3] - The company's products are widely used in sectors such as photovoltaic power generation, new energy storage, new energy vehicles, and electronics [3] Group 2: Financial Performance - For the fiscal years 2022, 2023, and 2024, the company's revenue was 310.91 million, 297.77 million, and 159.25 million respectively, with net profits of 40.58 million, 41.29 million, and 3.85 million respectively [3] - In the first half of 2025, the company reported revenue of 80.28 million, a year-on-year increase of 1.13%, and a net profit of 12.34 million, a significant increase of 319.49% [4][5] Group 3: Customer Concentration - The company has a high customer concentration, primarily due to the concentrated nature of the photovoltaic and energy storage industries [6] - In 2022, sales to the top five customers, including JinkoSolar and Enphase, totaled 274.89 million, accounting for 88.41% of total revenue [7][8] Group 4: Ownership Structure - The actual controllers of the company, Chen Weiqing and Chen Weiwen, collectively control 87.72% of the voting rights, with Chen Weiqing serving as the chairman and Chen Weiwen as a director [8]

在宣读蓝海新材料企业文化手册(首版)发布词时，李贵合说，蓝海新材料企业文化手册所凝练的不仅是 文字与规范，更是蓝海人共同的精神契约和行为坐标。它汲取中华优秀传统文化、伟大建党精神、中国 石油精神的丰厚滋养，融合南通地域"包容会通、敢为人先"的文化气质和张謇先生"实业报国、强毅力 行"的企业家精神，最终在蓝海项目的创业实践中生根发芽、抽枝散叶。 蓝海新材料公司党委书记、执行董事李贵合在致辞时表示，作为中国石油布局高端化工新材料、推动产 业链向价值链高端跃升的战略举措，蓝海新材料项目从筹建到一场场"百日会战"始终注重作风的锤炼、 精神的提升、文化的提炼，持续讲述挺进通州湾、建设新蓝海、传承弘扬石油精神大庆精神铁人精神的 蓝海故事，就是想以深层次的文化力量，激发蓝海人潜藏在内心深处的石油精神血脉，演绎传承优良作 风、苦干实干、攻坚克难的生动实践，凝结形成蓝海文化，使之成为每一名蓝海人的思维方式、价值追 求、精神风貌、工作作风的行动自觉，具体而深刻地影响蓝海迈向新材料新征程的每一天、每一步、每 个人。 中化新网讯 9月26日，蓝海新材料(通州湾)有限责任公司举行企业精神论坛暨企业文化手册(首版)发布 会，正式发布以" ...

Core Insights - Zhonglun New Materials experienced a decline of 1.10% in stock price on September 30, with a trading volume of 162 million yuan [1] - The company reported a net financing outflow of 17.46 million yuan on the same day, indicating a higher level of financing activity compared to the previous year [1] Financing Overview - On September 30, Zhonglun New Materials had a financing buy-in amount of 18.44 million yuan and a financing repayment of 35.90 million yuan, resulting in a net financing buy-in of -17.46 million yuan [1] - The total financing and securities balance reached 186 million yuan, accounting for 5.80% of the circulating market value, which is above the 90th percentile of the past year [1] - The company had a securities lending balance of 17.29 million yuan, with a lending volume of 6,900 shares, indicating a high level of activity in this area as well [1] Company Profile - Zhonglun New Materials, established on November 19, 2018, is located in Xiamen, Fujian Province, and is set to be listed on June 20, 2024 [1] - The company specializes in the research, production, and sales of functional BOPA films, biodegradable BOPLA films, and polyamide 6 (PA6) materials [1] - The revenue composition includes: 73.17% from general BOPA films, 16.57% from PA6, 7.12% from new BOPA films, 1.65% from other products, and 1.50% from biodegradable BOPLA films [1] Shareholder Information - As of September 19, the number of shareholders for Zhonglun New Materials was 17,400, a decrease of 16.32% from the previous period [2] - The average number of circulating shares per shareholder increased by 19.50% to 7,372 shares [2] - By June 30, 2025, major shareholders included Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with notable changes in their holdings [2]

Core Insights - In the first half of 2025, China's economy is demonstrating robust growth, with the GDP of the top 60 cities reaching 48 trillion yuan, reflecting a year-on-year growth rate of 5.8% [1][2] - Chengdu is rapidly closing the economic gap with Suzhou, with a current economic output of 12,108.21 billion yuan, just 894 billion yuan behind Suzhou's 13,002.35 billion yuan [1][3] - Nanjing has risen to the tenth position nationally, surpassing the 9,179 billion yuan mark, driven by strong technological innovation [1][14] Economic Trends - The "head tier" cities like Shanghai, Beijing, and Shenzhen remain stable, but emerging cities like Chengdu and Hangzhou are growing faster, indicating potential shifts in future rankings [2][17] - There is a notable "growth divergence" among cities, with 24 cities exceeding the national average growth rate, particularly Xi'an (11.21%), Wenzhou (12.42%), and Shenyang (10.76%) [2][16] - The competition among cities is intensifying, especially within the 5th to 15th ranks, where economic output differences are less than 100 billion yuan, making small changes in industrial layout impactful [2][17] Chengdu's Growth - Chengdu's economic growth is attributed to diversified industrial development and strong innovation, with the high-tech industry seeing a 15% increase in added value [3][5] - The opening of the Chengdu-Chongqing high-speed railway has significantly reduced commuting time, enhancing economic interactions between the two cities [5][16] - The electronic information industry in Chengdu has surpassed one trillion yuan, while the aerospace sector is also expanding rapidly [3][5] Nanjing's Advancement - Nanjing's rise is fueled by its strong technological capabilities, with TSMC's wafer factory producing 500 12-inch wafers per minute and significant advancements in biomedicine [14][16] - The city's transportation infrastructure is improving, with container throughput at Nanjing Port exceeding 3 million TEUs, enhancing its regional influence [14][16] Yantai's Transformation - Yantai leads Shandong with a 7.77% growth rate, driven by the "new and old kinetic energy conversion" strategy, particularly in the chemical and equipment manufacturing sectors [16][17] - The city's marine economy is also thriving, with significant advancements in deep-sea drilling and high-end seafood processing [16][17] Other Notable Cities - Cities like Xi'an, Wenzhou, and Shenyang are showcasing strong growth through their unique industrial strengths, emphasizing the importance of aligning with suitable development paths [16][17]

Group 1 - Longkou City, located in Shandong Province, is highlighted as an undervalued treasure with a pleasant climate and vibrant port activities [2][3] - The city has implemented a free public transportation policy since January 1, 2025, allowing residents and visitors to use all bus services without any fare [3][9] - Longkou is recognized as a wealthy area, historically known as "Shandong's first county," and is among the top counties in economic strength within Shandong Province [3][4] Group 2 - The city is home to significant companies in the optical module industry, including Zhongji Xuchuang, which plays a crucial role in global data centers and AI computing [4][5] - Longkou has developed a robust industrial cluster in high-end manufacturing and new chemical materials, contributing to its economic resilience [5] - The free public transport initiative is part of a broader trend in Shandong Province, with other cities also adopting similar policies to enhance public accessibility and tourism [9]

Core Insights - The arrival of the Panama-flagged vessel "Jinbao" at the Liquefied Gas Terminal G5 in Rudong marks the beginning of the National Day holiday's new material raw material unloading operations [1][3] - New materials constitute one of the three leading industries in Rudong, accounting for 60% of the port's share [3] Industry Overview - As of October 5, 2023, Rudong Yangkou Port has received a total of 296 liquefied raw material vessels this year, with the raw material throughput exceeding 3 million tons [3] - Key raw materials include ethylene glycol, paraxylene, and acrylonitrile, which are supplied to local enterprises such as Jiuzhou Xingji and Jiatuo Energy, supporting a 50 billion-level security and specialty fiber industry cluster and a high-end chemical new materials industry chain in Rudong [3] Regulatory and Operational Measures - Due to the hazardous nature of new material raw materials, the Rudong border inspection station has established a "border inspection + emergency + meteorology + terminal" joint mechanism to ensure both efficiency and safety [3] - The station utilizes real-time sharing of vessel dynamics and cargo characteristics to develop regulatory plans in advance, combining video monitoring systems with on-site inspections for comprehensive safety control during the entire unloading process [3] - A 24/7 customs clearance service and customized solutions for each vessel have been implemented, significantly reducing the time vessels spend in port and saving enterprises nearly 10 million yuan in logistics costs [3]

Group 1 - The mayor emphasizes the importance of safety production in various sectors, particularly in elderly care facilities, construction sites, and chemical enterprises, highlighting the need for strict safety measures and responsibilities [1][2] - In elderly care institutions, the focus is on ensuring the safety and comfort of elderly residents, with a call for regular safety inspections and training to enhance emergency preparedness [1] - The construction industry is urged to prioritize safety management, especially in high-risk areas such as high-altitude work and emergency exits, while also ensuring the quality of housing projects to meet public demand [1] Group 2 - The company is encouraged to adopt a safety-first and green development approach, with a focus on identifying and mitigating risks in production processes [2] - There is an emphasis on upgrading outdated facilities and enhancing energy efficiency, which aligns with the goals of high-end, intelligent, and green transformation to improve core competitiveness [2]

奇德新材9月30日大宗交易平台出现一笔成交，成交量10.00万股，成交金额473.00万元，大宗交易成交 价为47.30元，相对今日收盘价溢价0.42%。该笔交易的买方营业部为中原证券股份有限公司郑州经三路 证券营业部，卖方营业部为中原证券股份有限公司郑州经三路证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1345.63万元。 证券时报·数据宝统计显示，奇德新材今日收盘价为47.10元，下跌2.02%，日换手率为3.28%，成交额为 9327.68万元，全天主力资金净流出833.40万元，近5日该股累计下跌5.57%，近5日资金合计净流出 2472.18万元。 两融数据显示，该股最新融资余额为1.31亿元，近5日减少1501.74万元，降幅为10.32%。 据天眼查APP显示，广东奇德新材料股份有限公司成立于2007年08月16日，注册资本8416万人民币。 （数据宝） 9月30日奇德新材大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | ...