具体内容如下： 问：投资者：今年氨纶情况？ 答：氨纶的价格和去年年底相比差别不大，今年行业价格有所下降，我们的产品品质有提升，价格还略有增长。 问：投资者：上半年氨纶稍微好点是哪方面的原因？ 证券之星消息，2025年7月9日泰和新材（002254）发布公告称国金证券陈屹、蓝泰基金梁洪瑞于2025年7月9日调 研我司。 答：方方面面的原因，设备、技改等。 问：投资者：芳纶的情况？ 答：间位芳纶相对来说好一些，无论量、收入、利润都是增长的，价格基本稳住了，低端工业过滤领域价格也稍 微提升；对位芳纶还没有完全稳住，但是行业进一步杀价的动力不强，应该基本见底了。 问：投资者：绿色印染情况？ 答：绿色印染方面我们有两个模式，烟台这边是低污水、低能耗的染厂模式，广东那面是数码印花模式，目前来 看广东那个模式在市场推广上比较容易，烟台这个模式目前来看技术还不太完善，而且短期看应用场景不那么 多，我们初步想法是往数码打印、数码喷染这个方向转。现在数码印花技术打印纯色比较难，打印花色相对比较 容易，我们的想法是如果只做印花，未来的市场不够大，且数码印花也只占印花的一部分，如果可以做纯色打印 且成本足够低，就有很大优势，但这也需 ...

中国经济网北京7月10日讯 今日，同宇新材（301630）在深交所上市。 同宇新材本次发行募集资金总额为84,000.00万元，募集资金净额为76,037.83万元，拟用于江西同宇新材 料有限公司年产20万吨电子树脂项目（一期）和补充流动资金。 本次发行前，张驰任公司董事长、总经理，直接持有公司1,199.73万股股份，占公司股份总数的 39.99%，同时，张驰为四会兆宇唯一普通合伙人并通过四会兆宇间接控制公司5.26%的表决权。张驰控 制的公司表决权比例合计为45.25%，为公司的控股股东。 张驰和苏世国于2021年12月9日签署了《一致行动协议》，双方确认，自公司2015年12月23日成立至 今，双方作为直接或间接通过第三方持有公司股权的股东，对公司生产经营及其他重大事务决定在事实 上保持一致，对行使公司的股东权利从而依法决定或影响公司的生产经营及其他重大事务在事实上保持 一致，双方作为公司的经营管理决策者的，对公司的生产经营及其他重大事务的依法决定或执行在事实 上保持一致。基于上述事实，自公司成立至今，双方存在事实上一致行动关系。同时，双方约定自协议 签署之日起在公司日常生产经营及其他重大事宜决策等诸方 ...

甲醇聚烯烃早报 研究中心能化团队 2025/07/10 | 甲 醇 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 动力煤期 | | 江苏现货 华南现货 | 鲁南折盘 | 西南折盘面 | 河北折盘 | 西北折盘 | CFR中国 | CFR东南 | | 进口利润 主力基差 | 盘面MTO | | | 货 | | | 面 | | 面 | 面 | | 亚 | | | 利润 | | 2025/07/0 3 | 801 | 2470 | 2468 | 2500 | 2550 | 2445 | 2610 | 280 | 345 | 48 | 45 | -1268 | | 2025/07/0 4 | 801 | 2455 | 2465 | 2495 | 2550 | 2445 | 2610 | 277 | 340 | 58 | 35 | -1219 | | 2025/07/0 7 | 801 | 2437 | 2448 | 2485 | 2550 ...

金十数据7月10日讯，新股N同宇高开超110%，报180元。同宇新材本次公开发行股票1000万股，其中 公开发行新股1000万股，发行价格84元/股，新股募集资金8.4亿元，发行后总股本4000万股。同宇新材 主要从事电子树脂的研发、生产和销售。 新股N同宇高开超110% ...

Group 1 - The stock of Tongyu New Materials (301630) opened over 110% higher, trading at 180 CNY [1] - The company issued 10 million shares at a price of 84 CNY per share, raising a total of 840 million CNY [1] - After the issuance, the total share capital of the company reached 40 million shares [1] Group 2 - Tongyu New Materials primarily engages in the research, production, and sales of electronic resins, which are mainly used in the production of copper-clad laminates [1] - For the fiscal year 2024, the company is projected to achieve a revenue of 952 million CNY and a net profit of 143 million CNY [1]

纯碱现货：重碱河北交割库现货报价在1160左右，送到沙河1180左右 纯碱产业：工厂库存累积，交割库小幅累库 1,000 1,200 1,400 1,600 1,800 2,000 2,200 河北鑫利4.8mm（折5mm） 2022 2023 2024 2025 (600) (400) (200) 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 华北玻璃生产利润（气） 2020 2021 2022 2023 2024 2025 1121 1160 1121 980 971 1035 1074 1132 900 950 1000 1050 1100 1150 1200 沙河德金 沙河安全 沙河低价 湖北低价 07合约 09合约 11合约 01合约 玻璃价格结构 今日(7/9） 昨日(7/8） 一周前(7/2） 一月前(6/9） (500) 0 500 1,000 1,500 华南玻璃利润（气） 2020 2021 2022 2023 2024 2025 0 500 1,000 1,500 2,000 2,500 3,000 3,500 玻璃：河北低价大板 201 ...

Group 1 - Company will participate in the "2025 Inner Mongolia Listed Companies Investor Online Reception Day" on July 11, 2025, from 16:00 to 18:00, to enhance interaction with investors [1] - Company executives will discuss 2024 performance, governance, development strategy, operational status, financing plans, equity incentives, and sustainable development during the event [1] Group 2 - Company’s subsidiary, Zhongyan (Inner Mongolia) Soda Industry Co., Ltd., signed a mining rights transfer contract with the Natural Resources Bureau of Tongliao City, acquiring natural soda mining rights for 6.80866 billion yuan [2][3] - The mining rights were won in a bidding process on June 16, 2025, and the contract was signed on July 9, 2025 [3] - The mining rights have a registration period of 30 years, with the possibility of extension if resources remain available [4] Group 3 - The company is required to pay the transfer price of 6.80866 billion yuan within 30 days of receiving the payment notice [5] - During the validity of the mining rights, the company will pay an annual mining rights transfer revenue of 2.9% of the sales revenue from the mined products [5] - The mining area covers 28.85 square kilometers, located in the Daqintala area of Naiman Banner, Tongliao City, Inner Mongolia [6] Group 4 - The company is progressing with the capital reduction of Zhongyan Soda Industry, which is expected to become a wholly-owned subsidiary, constituting a significant asset restructuring [2][7] - The company will fulfill necessary decision-making and approval procedures according to relevant laws and regulations for the asset restructuring [7]

Core Points - The company is holding a temporary shareholders' meeting on July 17, 2025, to discuss extending the validity period of the resolution for the non-public issuance of A-shares from 2022 [1][4] - The meeting will be conducted both in-person and via an online voting platform, ensuring participation from shareholders [1][2] - The company aims to extend the validity period of the resolution for issuing A-shares by an additional twelve months, as the current validity is set to expire soon [3][4] Meeting Details - The meeting will take place at the company's office in Dongying, Shandong Province, starting at 14:00 [1] - Shareholders must arrive 30 minutes early for registration and must present valid identification to attend [2] - The meeting will include a voting process overseen by designated representatives to ensure transparency [2][3] Agenda Items - The primary agenda item is to extend the validity period of the 2022 resolution regarding the non-public issuance of A-shares and the authorization for the board of directors to handle related matters [3][4] - The company has previously held several meetings to discuss and approve related resolutions, indicating a structured approach to governance [3]

Core Viewpoint - The company expects a significant decline in its performance for the first half of 2025 compared to the same period last year, primarily due to a substantial drop in sales prices of its main products, leading to a decrease in gross profit margin [1][2]. Financial Performance Forecast - The company forecasts a net profit of between 35 million to 50 million yuan for the first half of 2025, compared to a net profit of 133.84 million yuan in the same period last year, indicating a decline of 73.85% to 62.64% [1]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 2 million to 17 million yuan, down from 63.09 million yuan in the previous year, reflecting a decrease of 96.83% to 73.05% [1]. - The basic earnings per share are anticipated to be between 0.0223 yuan to 0.0319 yuan, compared to 0.09 yuan per share in the same period last year [1]. Communication with Auditors - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the two parties concerning the forecast for this reporting period [1]. - The performance forecast has not undergone pre-audit by the registered accounting firm [1]. Reasons for Performance Change - The primary reason for the decline in the company's performance for the first half of 2025 compared to the same period last year is the significant decrease in the sales prices of its main products, which has led to a substantial drop in gross profit margin [1].

Core Viewpoint - Sichuan Lutianhua Co., Ltd. announced the completion of a share reduction plan by shareholders holding more than 5% of the company's shares, specifically China Bank's Luzhou Branch and its affiliates, which reduced their holdings by approximately 1,567,980 shares, representing 1% of the total share capital [1][4]. Shareholder Reduction Implementation - The shareholders planned to reduce their holdings by a maximum of 15,680,000 shares within three months starting from May 22, 2025, through centralized bidding on the stock exchange [1][4]. - The actual reduction occurred between June 18, 2025, and July 7, 2025, with a total of 1,567,980 shares sold, reaching the 1% threshold [1][4]. Shareholding Situation Before and After Reduction - Before the reduction, the Luzhou Branch held 15,188,040 shares (9.69% of total shares), and after the reduction, it holds 14,264,300 shares (9.10%) [3][5]. - The Chengdu Jinjiang Branch held 5,733,570 shares (3.66%) before and 5,384,860 shares (3.43%) after the reduction [3][5]. - The Ningxia Branch held 4,859,120 shares (3.10%) before and 4,563,590 shares (2.91%) after the reduction [3][5]. - The total shares held by these branches decreased from 25,780,730 shares (16.44%) to 24,212,750 shares (15.44%) [3][5]. Price Range of Share Reduction - The share reduction occurred at a price range with a maximum transaction price of 5.08 CNY per share and a minimum transaction price of 4.61 CNY per share [2]. Compliance and Impact - The reduction plan was consistent with previously disclosed intentions, and the actual reduction did not exceed the planned amount, indicating that the plan was completed ahead of schedule [5][6]. - The shareholders involved are not the controlling shareholders or actual controllers of the company, and the reduction will not lead to a change in control or significantly impact the company's governance structure and future operations [5][6].