阳谷华泰（300121）公告，公司拟通过发行股份及支付现金方式购买波米科技有限公司100%股权，并 募集配套资金。公司于2025年6月8日收到深圳证券交易所下发的《关于山东阳谷华泰化工股份有限公司 发行股份购买资产并募集配套资金申请的审核问询函》。公司会同相关中介机构对相关问题进行了认真 核查、分析和研究，并逐项进行了说明和回复。具体内容详见公司于2025年6月28日披露的相关文件。 本次交易尚需通过深交所审核并取得中国证监会同意注册的批复，最终能否通过审核、取得注册，以及 最终通过审核、取得注册的时间仍存在不确定性。 ...

庞斯称，ANIQ正与墨西哥政府持续沟通有关私营企业与Pemex可能联合实施的项目，其中部分项目涉 及Pemex旗下闲置或低负荷运行的石化资产。这500亿美元投资将使墨西哥化工行业对该国GDP的贡献 从2%翻倍至4.5%。作为墨西哥化工行业最大且关键的原材料供应商，Pemex多年来一直面临运营难 题，债务规模约达1000亿美元。 中化新网讯 近日，墨西哥化学工业协会(ANIQ)主席，同时担任墨西哥化工生产商Alpek公司首席财务官 的何塞·卡洛斯·庞斯表示，若能解决包括国有能源巨头墨西哥国家石油公司(Pemex)运营表现在内的一些 关键挑战，墨西哥化工行业有望在未来十年内吸引500亿美元的投资。 庞斯介绍，ANIQ对克劳迪娅·辛鲍姆领导的新政府寄予厚望，认为其有真诚意愿推动Pemex扭转困境。 该行业协会同时还希望与政府携手推动石化领域的投资。墨西哥内阁已宣布计划削减Pemex的成本，并 扩大其石化和化肥业务。庞斯表示："如果我们能够通过改善关键原材料供应扭转Pemex的困境;如果我 们能够在能源领域提升竞争力;如果我们能够建设基础设施以减少对进口的依赖;如果我们简化国家行政 流程，那么无疑我们的化工行业在未来 ...

Group 1: AIDC Industry Insights - The demand for computing power is rapidly increasing, with global AIDC installations expected to grow at a CAGR of 40.4% from 2023 to 2028 [3] - In China, the smart computing power scale is projected to reach a CAGR of 46.2% from 2023 to 2028, with domestic AI chip supply expected to increase to 30% by 2024 [4] - The domestic data center PUE management policies are driving technological upgrades in energy-intensive areas such as cooling and power systems [4] Group 2: Power Supply Systems - The shift towards modular data centers is expected to increase the penetration of high-pressure diesel generators, with domestic supply chains improving and driving price increases [5] - The power distribution systems are evolving towards prefabrication and intelligence, with domestic leaders poised to capture market share due to their extensive project experience [6] Group 3: Cooling Systems - Liquid cooling is becoming a significant trend, with the demand for liquid cooling solutions expected to rise as cabinet power consumption exceeds 20kW [9] - The adoption of high-efficiency energy-saving technologies, such as magnetic levitation compressors, is anticipated to increase rapidly in data centers [9] Group 4: Investment Recommendations - The report suggests focusing on companies in the power supply sector, such as Weichai Heavy Machinery, and in the power distribution sector, including Jinpan Technology and Igor [11] - In the cooling systems sector, companies like Invec and Shunling Environment are recommended due to the shift from air cooling to liquid cooling solutions [11] Group 5: Motorcycle Industry Performance - China's motorcycle exports reached 1.59 million units in May 2025, with a year-on-year growth of 24.8% [30] - The export growth rate for motorcycles over 250cc was particularly strong, with a year-on-year increase of 33.4% [30] Group 6: New Aluminum Era Company Insights - The company has established itself as a specialized manufacturer in battery box systems, with steady growth in revenue and profitability [34] - The company is expected to optimize its revenue structure and explore new growth points in the commercial vehicle sector [35] Group 7: Financial Market Developments - The 2025 Lujiazui Forum highlighted significant financial opening measures, including the establishment of a digital RMB international operation center [14] - The approval of the first two data center REITs in China is expected to create a new asset class and enhance capital flow in the technology sector [15]

Group 1 - The article outlines a series of upcoming reports and discussions on various sectors, including home appliances, pharmaceuticals, local government debt, and electronics strategies [1][6][12][16] - Key speakers for the reports include industry analysts specializing in home appliances, pharmaceuticals, and chemicals, indicating a focus on in-depth analysis and investment strategies [1][12][16] - The scheduled discussions cover critical topics such as investment strategies in the pharmaceutical sector and the analysis of local government debt, which are relevant for understanding market dynamics [1][6][12] Group 2 - The report on Hisense home appliances is scheduled for June 24, highlighting the company's performance and market position [1] - A deep dive into Yunnan Baiyao is set for June 27, which may provide insights into the pharmaceutical industry's trends and challenges [1][12] - The electronic strategy session on June 27 will compare different investment approaches, emphasizing the importance of strategic decision-making in the electronics sector [1][16]

证券代码：600378 证券简称：昊华科技 公告编号：2025-054 昊华化工科技集团股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.28601元 本次利润分配方案经公司2025年5月22日的2024年年度股东大会审议通过。 2.分派对象： （1）本公司全体股东的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交易 所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者可 于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分公 司保管，待办理指定交易后再进行派发。 （2）本次权益分派不涉及派送红股或转增股本。 2.自行发放对象 ● 相关日期 ■ ● 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 二、分配方案 1.发放年度：2024年年度 三、相关日期 ■ 四、分配实施办法 本次利润分配中公司无自行发放对象。 截至股权登记日下午上 ...

证券代码：600378 证券简称：昊华科技 公告编号：2025-054 昊华化工科技集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.28601元 ? 相关日期 现金红利发放 | | | | | 日 | | --- | --- | --- | --- | --- | | 股份类别 Ａ股 | 股权登记日 2025/6/27 | － | 最后交易日 2025/6/30 | 除权（息）日 2025/6/30 | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配以方案实施前的公司总股本1,289,999,620股为基数，每股派发现 金红利0.28601元（含税），共计派发现金红利368,952,791.32元。 三、 相关日期 | | | | | 现金红利发放 | | --- | --- | --- | --- | --- | | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | | | | | | 日 | | Ａ股 ...

Core Viewpoint - Sichuan Meifeng Chemical Co., Ltd. is holding its second extraordinary general meeting of shareholders in 2025 to discuss the election of the 11th board of directors and amendments to the company's articles of association and meeting rules [1]. Group 1: Board of Directors Election - The 10th board of directors is nearing the end of its term, necessitating the election of the 11th board, which will consist of 7 directors, including 4 non-independent directors [1]. - The company has nominated Wang Yong, Wang Shuang, and He Lin as candidates for non-independent directors [1][2][5]. - The election of independent directors will also take place, with nominations for Pan Zhicheng, Liang Qinghua, and Cao Qilin, with Cao being a professional accountant [5][6]. Group 2: Candidate Profiles - Wang Yong, born in 1969, holds a bachelor's degree and has extensive experience in management roles within Sinopec and Sichuan Meifeng [2]. - Wang Shuang, born in 1977, is a senior economist with a master's degree and has held various legal and management positions within Sinopec and Sichuan Meifeng [3][4]. - He Lin, born in 1974, is a senior manager with a university degree and has served in leadership roles at Sichuan Meifeng [5]. - Pan Zhicheng, born in 1973, is a professor and researcher with significant contributions to environmental science and engineering [6][7]. - Liang Qinghua, born in 1968, is a law professor with extensive experience in arbitration and corporate governance [7][8]. - Cao Qilin, born in 1973, is an associate professor specializing in financial management and corporate governance [8][9]. Group 3: Amendments to Governance Documents - The company proposes to amend its articles of association and the rules of the board of directors in accordance with relevant laws and regulations [10][11]. - The proposed amendments have been approved by the 10th board of directors and require shareholder approval [11].

Group 1: Company Performance Overview - The overall production and operation of the company are normal, with enhanced safety management measures in place due to external safety production conditions and seasonal characteristics [1] - In Q1 2025, the company achieved revenue of approximately 7.29 billion yuan, a year-on-year increase of 7.96% [1] - The net profit attributable to shareholders was approximately 413 million yuan, a year-on-year decrease of 27.3% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was approximately 384 million yuan, a year-on-year decrease of 33.81% [1] Group 2: Market Conditions and Adjustments - In Q2 2025, product prices varied due to factors such as peer enterprise operating rates, upstream and downstream demand changes, and fluctuations in oil prices [2] - The company adjusts its product prices in response to market conditions, ensuring transparency through online sales on the Lushi Mall [2] Group 3: Dividend Policy - The profit distribution plan for 2024 proposes a cash dividend of 3.50 yuan (including tax) for every 10 shares, based on the total share capital at the end of 2024 [2] - The company will adhere to regulatory requirements while determining the dividend plan, balancing profitability and operational funding needs [2] Group 4: Strategic Partnerships - The company's subsidiary signed a framework cooperation agreement with Sinochem Blue Sky to address competition issues with Haohua Technology regarding certain fluorinated products [2] - The agreement aims to resolve competition issues and involves the sale of products through Sinochem Blue Sky [2] Group 5: Market Outlook - The market price of chemical products is influenced by various factors, making it difficult to predict future trends [2] - The company will closely monitor market changes, adjust strategies accordingly, and enhance cost management to seize market opportunities [2]

1. Report Industry Investment Ratings No industry investment ratings are provided in the report. 2. Core Views - The report provides daily views and strategies for various futures commodities, including precious metals, base metals, energy, agricultural products, etc., with specific trends and suggestions for each commodity [2][5]. 3. Summary by Commodity Precious Metals - **Gold**: The Federal Reserve continues to hold rates steady, with a trend strength of 0 [6][7][11]. - **Silver**: Expected to continue rising, with a trend strength of 0 [7][11]. Base Metals - **Copper**: Falling inventories support prices, with a trend strength of 0 [13][15]. - **Aluminum**: Expected to oscillate strongly, with a trend strength of 1; Alumina: Monitor production cuts and maintenance, with a trend strength of 0 [16][18]. - **Zinc**: Under medium - term pressure, monitor social inventory changes, with a trend strength of -1 [19][20]. - **Lead**: Expected to trade within a range, with a trend strength of 0 [22][23]. - **Tin**: Tight present but weak future expectations, with a trend strength of 0 [25][29]. - **Nickel**: Concerns at the mine end have cooled, and smelting supply is elastic, with a trend strength of 0; Stainless steel: Negative feedback leads to increased production cuts, with supply and demand both weak and prices oscillating at a low level, with a trend strength of 0 [30][33]. Energy and Chemicals - **Carbonate Lithium**: Warehouse receipt de - stocking is accelerating, monitor potential purchases, with a trend strength of 0 [34][36]. - **Industrial Silicon**: Warehouse receipts are continuously de - stocking, monitor upside potential, with a trend strength of -1; Polysilicon: Upstream restarts production, and the futures price is falling, with a trend strength of -1 [38][40]. - **Iron Ore**: Expectations are fluctuating, and prices will oscillate within a range, with a trend strength of 0 [41]. - **Rebar and Hot - Rolled Coil**: Affected by macro - sentiment, prices will oscillate widely, with a trend strength of 0 for both [45][46][48]. - **Silicon Iron and Manganese Silicon**: Affected by sector sentiment, prices will oscillate widely, with a trend strength of 0 for both [50][53]. - **Coke and Coking Coal**: Prices will oscillate widely, with a trend strength of 0 for both [54][56]. - **Steam Coal**: Demand needs to be released, and prices will oscillate widely, with a trend strength of 0 [58][61]. - **PVC**: Expected to oscillate in the short term, with downward pressure in the long run [54]. - **Fuel Oil**: Night trading oscillated weakly, and short - term strength is expected to pause; Low - sulfur fuel oil: The adjustment trend continues, and the spot high - low sulfur spread in the overseas market rebounded slightly [56]. Agricultural Products - **Palm Oil**: U.S. biofuel policy and Middle - East geopolitics are both favorable [63]. - **Soybean Oil**: Expected to rise oscillatingly [63]. - **Soybean Meal and Soybean No. 1**: Oscillating and adjusting [66]. - **Corn**: Expected to trade within a range [68]. - **Sugar**: Consolidating at a low level [69]. - **Cotton**: Monitor the impact of external markets [70]. - **Eggs**: The culling of laying hens is accelerating, waiting for the peak - season bullish factors to materialize [72]. - **Hogs**: Waiting for spot price confirmation, and the cost center for the far - end contracts is moving down [73]. - **Peanuts**: There is support at the bottom [74]. Others - **Container Freight Index (European Line)**: Currently in a sideways market, consider holding long positions in the August contract and short positions in the October contract [57]. - **Short - fiber and Bottle - grade Chip**: Monitor the increasing cost volatility, and prices will oscillate at a high level [61]. - **Offset Printing Paper**: Expected to trade within a range [62]. - **Log**: The basis is being repaired, and prices will oscillate widely, with a trend strength of 1 [62][64].

Market Overview - The market experienced fluctuations this week, with only the ChiNext index showing an increase. The ETF market continued to see net outflows, primarily from large-cap ETFs. The market is transitioning from wide fluctuations to narrower ones, with increased trading volume during this process, indicating potential consolidation in a weak market [4]. Copper Industry - In May, domestic waste copper production was 92,000 tons, a year-on-year decrease of 20% but a month-on-month increase of 5%. The negative impact of trade conflicts on the economy has not fully materialized, which continues to suppress copper price increases. Supply-side disturbances in copper mining have increased, while demand is weakening due to reduced export stocking effects and the domestic off-season [5]. Metal Prices - The price of London gold has reached a historical high. Sunac China’s offshore debt-to-equity swap plan received support from 82% of bondholders. In May, Sunac's total sales amounted to 4.9 billion yuan, a year-on-year increase of 128%, indicating strong performance [6]. Chemical Industry - Recent safety incidents in chemical parks have led to stricter approval and production regulations for high-risk chemical reactions. Leading companies in the chemical industry, with better safety management and advanced production technologies, are expected to benefit from stable production amid limited growth in high-risk products [7]. Construction Materials - The market performance showed a decline, with the CITIC building materials index down 2.16% and the CITIC construction index down 1.27%. The average price of PO42.5 cement was 365.70 yuan/ton, a slight increase, while glass prices decreased by 20 yuan/ton [8]. Agriculture and Livestock - In the pig farming sector, the industry capacity cycle has bottomed out, but high inventory levels continue to impact market dynamics. Recent policy-driven efforts are accelerating the reduction of inventory, which may lead to a rebalancing of supply and demand. Long-term, the end of inventory reduction could signal the start of a prolonged profit upcycle for the sector [9]. Renewable Energy - The nuclear fusion sector, while far from full commercialization, is seeing increased investment and research due to global military competition. Recent data from May indicates a downward trend in overall renewable energy prices, highlighting ongoing pressures in power supply and demand. Wind power, virtual power plants, and energy storage are identified as promising investment opportunities [10].