Core Viewpoint - Jiangsu Huasheng Lithium Battery Materials Co., Ltd. is holding its first extraordinary general meeting of shareholders in 2025 to discuss changes in the company's business scope and amendments to the Articles of Association, which will require registration with the industrial and commercial authorities [6][9]. Group 1: Meeting Procedures - The meeting is scheduled for June 30, 2025, at 14:00, located at the company's conference room in Jiangsu Yangtze River International Chemical Industrial Park [6]. - Attendees must sign in to confirm their participation before the meeting starts, and latecomers will not be allowed to vote on-site but can vote online [2][5]. - The meeting will follow a specific agenda, including the announcement of attendees, reading of meeting guidelines, and voting on the proposed resolutions [6][9]. Group 2: Business Scope Changes - The company proposes to change its business scope to include the production and operation of hazardous chemicals, which will require approval from relevant authorities [7][9]. - The original business scope included battery components production and sales, specialized chemical products manufacturing (excluding hazardous chemicals), and various technical services [6][7]. - The revised business scope will maintain the original activities while adding the production and operation of hazardous chemicals, subject to regulatory approval [7][9]. Group 3: Voting and Rights - Shareholders and their proxies have the right to speak, inquire, and vote during the meeting, but must adhere to the meeting's order and time limits for speaking [2][3]. - Voting will be conducted through a combination of on-site and online methods, with results announced after the meeting [3][6]. - Shareholders must express their opinions on the resolutions as either in favor, against, or abstaining; any invalid votes will be counted as abstentions [3][5].

广大特材：上半年净利润同比预增367.51%左右 重要公告： 泰凌微：上半年净利润同比预增267%左右 新洋丰：拟11.5亿元投建新型作物专用肥项目 京东方A：拟以48.49亿元收购彩虹光电30%股权 中国建筑：近期获得多个重大项目 金额合计215.3亿元 沪市重要公告： 中国建筑：近期获得多个重大项目 金额合计215.3亿元 中国建筑（601668）公告，近期，公司获得多个重大项目，项目金额合计215.3亿元，占2024年度经审 计营业收入的1%。 宝钛股份：拟2.87亿元以增资扩股方式取得万豪钛金51%股权 宝钛股份（600456）公告，公司拟以增资扩股方式取得陕西万豪钛金特材科技有限公司（简称"万豪钛 金"）51%股权，增资价款2.87亿元。本次交易完成后，万豪钛金成为公司的控股子公司，并拟更名 为"陕西宝钛万豪钛业有限公司"。公司通过本次增资可快速新增2.5万吨—2.8万吨/年的熔炼产能，解决 实际生产需求。 建龙微纳：筹划取得上海汉兴能源科技股份有限公司不少于51%股份 建龙微纳（688357）公告，公司正在筹划以支付现金受让股权的方式合计取得上海汉兴能源科技股份有 限公司（简称"标的公司"）不少于 ...

以下文章来源于油市小蓝莓 ，作者能化组 油市小蓝莓 . 紫金天风期货能化团队 欢迎加入交易理想国知识星球 文 | 汤剑林 来源 | 油市小蓝莓 编辑 | 杨兰 审核 | 浦电路交易员 核心观点 从这次调研来看，多数工厂认为当前山东纯苯供应偏紧，7月份需求或有所好转。 从供应来看，山东地区近期有HDA装置短停检修，几套重整装置也有检修计划，整体供应有缩减。另外山东地区伊朗油使用比例偏 高，以伊冲突如果扩大，可能导致地炼原料紧张，影响纯苯产出。 需求方面，苯乙烯近期装置重启较多，己内酰胺有明显去库，需求较好，纯苯需求可能会上升。近期价格波动大，不论工厂原料库 存还是成品库存均不高，下游企业维持刚需采购。 库存方面，山东纯苯整体仓储罐容约在7-10万吨左右，约等于山东地区7-10天的生产量，但是社会中的隐性库存较难统计。由于较 低的库存容量和纯苯作为副产品的属性，因此山东纯苯价格波动较大。今年可能存在隐性库存的问题，下游工厂库存不高，贸易商 可能有较多的库存。 山东纯苯相关企业现货贸易范围以山东地区为主，烟台某企业有物流优势，区域价差扩大时，物流会从山东流向华东。由于山东以 现货交易为主，因此纯苯在该市场商品属性强 ...

可能，对工业硅需求形成利好。多晶硅环节，目前主流企业减产，行业整体处于降负荷运行状态，对工业 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 硅需求下滑，铝合金领域，企业多按需补库，库存增长，价格持平，处于被动去库存，对工业硅需求来说 免责声明 难有拉动。整体而言，三大下游行业对工业硅总需求呈现放缓趋势。操作上建议,中长线依旧高空思路 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 工业硅产业日报 2025-06-24 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日, ...

Core Viewpoint - Hongqiang Co., Ltd. (002809) announced a framework agreement with China National Offshore Oil Corporation (CNOOC) Shell Petrochemicals for the sale of propylene oxide, aimed at enhancing market competitiveness and industry recognition [1] Group 1 - The framework agreement is effective from June 6, 2025, to May 31, 2030, and does not involve specific transaction amounts [1] - The cooperation involves CNOOC Shell supplying propylene oxide to Hongqiang Chemical for the production of customized products [1] - This partnership is expected to positively impact the future operational development of the company [1]

Core Insights - Molecular sieve activated powder is a highly porous powder material primarily composed of molecular sieves and carriers, used as catalysts or adsorbents to enhance reaction rates and efficiencies [1] - The market for molecular sieve activated powder is expected to grow steadily, reaching several billion dollars by 2025 due to increasing demand across various sectors [4][6] Application and Market Overview - Molecular sieve activated powder is widely used in chemical, petroleum, pharmaceutical, and environmental sectors due to its high adsorption and catalytic properties [2][4] - In the chemical industry, it serves as a catalyst to improve reaction rates; in the petroleum sector, it is utilized in oil processing and catalytic cracking; in pharmaceuticals, it aids in drug separation and purification; and in environmental applications, it is used for waste gas and water treatment [4] - The global market for molecular sieve activated powder is projected to maintain stable growth, driven by the ongoing development and demand in these industries [4] Emerging Opportunities - The market for molecular sieve activated powder is expected to expand into emerging fields such as new energy and new materials, reflecting the evolving industrial landscape [6] Regulatory Environment - The production and use of molecular sieve activated powder must comply with environmental regulations, safety standards, quality certifications, and intellectual property protections [7] - Government support for high-tech products like molecular sieve activated powder is increasing, providing more opportunities and favorable policies for production and application [7] Development Trends - Key trends in the molecular sieve activated powder market include a focus on efficiency, environmental sustainability, and multifunctionality [9]

业内人士表示，奥升德连云港工厂产能占中国己二胺总产能的15%。工厂关停后，短期内市场己二胺供 应紧张局面或将加剧，增加下游制品企业成本，引发行业价格调整和市场格局重塑。 据了解，奥升德是全球领先的聚酰胺树脂、纤维、工程塑料及特种化学品生产商。奥升德连云港生产基 地是其首个海外化工生产基地，项目总投资约42亿元，也是其迄今为止最大的一项投资。该基地一期生 产20万吨/年己二胺，以及用于涂料、制药、石油和天然气等行业的FlexaTram 特种胺类化学品。该基地 于2022年8月启动建设，2024年10月23日正式开业。 中化新网讯 6月17日，美国尼龙巨头奥升德功能材料公司（简称奥升德）对外宣布，计划在未来几个月 内有序关闭位于中国连云港的己二胺生产工厂。据了解，该厂建成至今不到一年时间。 奥升德全球总裁兼首席执行官Phil McDivitt表示："随着我们持续专注于提高运营效率，奥升德在业务改 进方面取得了显著进展。今年4月，在公司债权机构的支持下，我们启动了《美国破产法》第十一章流 程，以减少债务并为公司的未来发展做好准备。在审慎评估市场变化及持续的贸易争端以后，我们决定 关闭连云港工厂以寻求服务本区域客户的 ...

Supply and Demand - As of June 19, the overall operating rate of MEG is 70.33%, an increase of 4.08%, while the coal-based MEG operating rate is 70.16%, up by 1.73% [2] - As of June 23, the estimated port inventory of MEG in the East China main port area is approximately 622,000 tons, an increase of 6,000 tons compared to the previous period [2] - Demand remains consistent with PTA demand [2] Market Outlook - Geopolitical factors have temporarily halted Iranian ethylene glycol facilities, which has supported a strong performance in ethylene glycol; however, Iranian inventory is still being shipped normally, and the actual arrival volume in July is expected to have little impact [3] - Hengli Petrochemical's ethylene glycol facilities are operating at full capacity, and two 700,000-ton facilities in Saudi Arabia are expected to restart soon, with local facility load increasing and planned shipping volume rising compared to the previous period [3] - In the short term, with the recovery of domestic facilities and weak demand expectations, supply and demand are unlikely to provide upward momentum for ethylene glycol, and with geopolitical factors cooling and oil prices significantly dropping, a price correction for ethylene glycol is anticipated; the short-term focus for EG09 is on the resistance level of 4,500 [3] Spot Market - On June 23, ethylene glycol prices opened high and then retreated, with market discussions remaining acceptable; overnight crude oil prices rose, leading to an early high opening for ethylene glycol, with spot transactions reaching around 4,640-4,650 yuan/ton [1] - Following news of Iranian facility restart intentions, ethylene glycol prices continued to decline; in the afternoon, the market saw narrow fluctuations with weak trading [1] - In the international market, ethylene glycol prices also retreated from recent highs, with early discussions around 538-540 USD/ton, later falling to 531-533 USD/ton, and afternoon discussions around 533-535 USD/ton, with some trades executed at 531 USD/ton [1]

甲醇聚烯烃早报 研究中心能化团队 2025/06/24 甲 醇 日期 动力煤期 货 江苏现货 华南现货 鲁南折盘 面 西南折盘面 河北折盘 面 西北折盘 面 CFR中国 CFR东南 亚 进口利润 主力基差 盘面MTO 利润 2025/06/1 7 801 2615 2563 2500 2650 2460 2590 282 325 183 150 -1001 2025/06/1 8 801 2700 2615 2500 2650 2455 2598 290 332 179 175 -1001 2025/06/1 9 801 2765 2680 2515 2700 2455 2605 302 341 143 185 -1001 2025/06/2 0 801 2750 2665 2525 2700 2480 2600 296 341 195 210 -1001 2025/06/2 3 801 2740 2643 2543 2700 2480 2633 296 341 195 210 -1001 日度变化 0 -10 -22 18 0 0 33 0 0 0 0 0 观点 高进口开始兑现，累库开始发生，盘面低估值，等 ...

| | | PVC产业日报 2025-06-23 。国内下游需求淡季。印度BIS认证延期至12月中旬，反倾销政策或将于7月上旬落地。成本方面，本周部 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 分电石检修装置恢复，但西北地区电石供应受限产影响；美国袭击伊朗核设施，乙烯法原料价格受油价偏 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 助理研究员: 徐天泽 期货从业资格号F03133092 强影响支撑。目前中东地缘冲突因素已阶段性消化，市场对局势是否进一步恶化存疑。短期V2509预计震荡 免责声明 走势，日度K线关注4850附近支撑和4950附近压力。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 收盘价:聚氯乙烯(PVC)(日,元/吨) | 4896 | -7 成交量:聚氯乙烯(PVC)(日,手) | 992189 | -63888 | | | 持仓量:聚氯乙烯(PVC)(日,手) | 969157 | 16127 期货前20 ...