（1）陶氏，出售碳纤维合资企业全部股权 6月2日 ， 陶氏 宣布，将其在合资企业 DowAksa 公司 中持有的 50% 股权出售给合资伙伴 土耳其 Aksa公司 （Aksa Akrilik Kimya Sanayii A.Ş） 。 陶氏预计将从此次出售中获得 1.25亿美元 的收益，扣除债务后，其企业价值约为2025年预计运营息税折旧摊销前利润（EBITDA）的 10倍 。 对于退出该合资企业， 陶氏 表示，这一决定符合公司"最佳所有者"战略思维，即专注于其核心的高价值下游业务。此次交易的收益将用于支持公司均 【DT新材料】 获悉，近日， 巴斯夫、陶氏 宣布出售业务、股权。 5月31日，德国化工巨头 巴斯夫 宣布已正 式启动其涂料业务的出售程序，预计该业务的售价高达 60亿欧元 （约68亿美元/490亿元人民币）。 至于出售原因，巴斯夫表示，公司希望专注于与核心化学品业务紧密相关的领域，而其自主业务（如涂料业务）与公司价值链的关联度较低，因此决定 出售。 DowAksa公司 成立于2012年6月，是一家全球领先的 工业级碳纤维 制造商，公司总部位于土耳其Yalova， 致力于为交通、基础设施和能源市场的工 ...

证券代码：600596 证券简称：新安股份 公告编号：2025-035 号 浙江新安化工集团股份有限公司 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0.1元 ? 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 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/10 | － | 2025/6/11 | 日 2025/6/11 | ? 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 23 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本1,349,597,049股为基数，每股派发 现金红利0.1元（含税），共计派发现金红利134,959,704.90 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Shenyang Chemical, including its recent stock price increase and financial metrics [1][2] - As of the first quarter of 2025, Shenyang Chemical reported a revenue of 1.143 billion yuan, a year-on-year decrease of 4.15%, while net profit reached 32.348 million yuan, showing a significant year-on-year increase of 289.43% [1] - The company has a market capitalization of 3.073 billion yuan and a price-to-book ratio of 2.17, indicating its valuation relative to its net assets [1][2] Group 2 - Shenyang Chemical's main business involves the production and sale of chemical products such as chlor-alkali, petroleum, and polyether polyols, with key products including resin, propylene, caustic soda, and acrylic acid [1] - The company has received recognition for its products, with its resin product being selected as a champion product in Liaoning Province for 2024, along with accolades for being a provincial-level green factory and digital workshop [1] - In comparison to industry averages, Shenyang Chemical's trailing twelve months (TTM) price-to-earnings ratio is -25.91, significantly lower than the industry average of 12.61, indicating potential undervaluation [2]

联系方式：0575-85226759 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。 CONTENTS 目 录 交易咨询业务资格：证监许可【2012】1091号 甲醇周报 （5.26 大越期货投资咨询部 -5.30 金泽彬 ） 从业资格证号：F3048432 投资咨询证号：Z0015557 1 每周评论 2 基本面数据 3 检修状况 4 观点与策略 甲醇周评：短期国内甲醇市场多空博弈，且宏观面不确定性风险增加，预计下周或震荡整理为主。港口 市场方面，后续累库预期仍存，短期供需结构或相对偏弱，此外，关税政策暂停生效，一定程度上提振期货 走势，短期港口或区间震荡，需关注宏观面变化影响。内地市场方面随着天气转热甲醛进入传统需求淡季， 以及陕西榆林凯越甲醇装置即将恢复，基本面仍然偏弱，业者心态多观望。但值得注意的是，近期MTO利润 明显修复，且整体开工有回升，另外经过前期的深度下行调整后，当前底部空间下，部分贸易商持货意愿增 强，预计下周内地甲醇低位震荡，后续需重点关注烯烃装置运 ...

据公告，本次融资总金额为2.2亿元，其中1.89亿元用于增加亚星新材料注册资本，剩余3140万元计入资 本公积。募集资金主要用于亚星新材料的主营业务支出。亚星新材料的投前估值为7亿元。 资料显示，亚星化学主营业务包括离子膜烧碱、高端新材料及水合肼等化学产品的研发与生产，属于国 有控股企业。从认购情况看，山东动能嘉元创业投资基金合伙企业(有限合伙)拟投资1亿元，认购亚星 新材料新增注册资本8572.7353万元;国运综改致胜(青岛)投资合伙企业(有限合伙)拟投资8000万元，认购 6858.1882万元;山东省国控资本投资有限公司拟投资2500万元，认购2143.1838万元;山东国投资产管理 有限公司拟投资1500万元，认购1285.9103万元。亚星化学、亚星新材料正与动能嘉元、国运综改、国 控资本、国投资产签署相关协议。 中化新网讯 5月28日，亚星化学发布公告表示，拟通过全资子公司潍坊亚星新材料有限公司(以下简 称"亚星新材料")引入战略投资者，以优化产业布局和资本结构，推动企业高质量发展。 亚星化学表示，本次引入战略投资者是为了进一步优化产业布局，推进公司新项目尤其是聚偏二氯乙烯 项目建设;同时，引进 ...

Core Insights - The research team at Tianjin University has developed a high-performance electrocatalyst for the efficient synthesis of green hydrogen peroxide (H2O2), aiming for an "on-demand" production model [1][2] - The global demand for hydrogen peroxide is projected to reach 6 million tons by 2024, with 95% of current production relying on the energy-intensive anthraquinone process, which poses safety and environmental risks [1] Group 1: Research Breakthrough - The team designed a nickel-based metal-organic framework material (Ni-BTA) that utilizes unique interlayer hydrogen bonding to enhance catalytic activity for H2O2 synthesis [1][2] - This innovative "non-coordinative structural regulation" strategy allows for precise control over catalytic reactions, differing from traditional catalysts that rely on metal center electronic structures [2] Group 2: Performance and Applications - The new catalyst demonstrates significantly higher H2O2 production rates in neutral and alkaline environments compared to similar products, achieving a concentration of 1% in artificial seawater and 3% in alkaline solutions [2] - The catalyst can effectively eliminate 100% of pathogenic bacteria, such as E. coli, in physiological saline within 30 minutes and rapidly degrade toxic organic dyes, meeting practical standards for pollution degradation and disinfection [2] Group 3: Future Prospects - The research team is accelerating the industrialization process of this technology, aiming to replace traditional high-pollution methods and provide a "green" solution for medical disinfection and wastewater treatment [2]

Core Viewpoint - The legal opinion letter confirms the legality and validity of the third extraordinary general meeting of shareholders of Hubei Yihua Chemical Co., Ltd. scheduled for May 30, 2025, and outlines the procedures followed for its convening and voting [1][2][3]. Group 1: Meeting Convening and Procedures - The meeting was convened by the board of directors of Hubei Yihua, with the proposal to hold the meeting approved during the board meeting on May 14, 2025 [3][4]. - The notice for the meeting was published on May 15, 2025, detailing the convenor, date, time, and voting procedures [4][6]. - The meeting's procedures were found to comply with the Company Law and the company's articles of association [6]. Group 2: Attendance and Voting - A total of 1,568 shareholders and their proxies attended the meeting, representing 414,688,953 shares, which is 38.3081% of the total shares [6][7]. - The meeting included 16 shareholders present on-site, while 1,557 participated via online voting, representing 188,578,256 shares or 17.4205% of the total shares [6][7]. - The attendance and voting qualifications of the participants were deemed valid and in accordance with legal requirements [7]. Group 3: Resolutions and Voting Results - The meeting reviewed several proposals, including the major asset acquisition and related party transactions, which required a special resolution with over two-thirds approval from attending shareholders [9][11]. - The voting results showed that the proposals received overwhelming support, with the majority of votes in favor exceeding 98% for most resolutions [12][15][20]. - The related party, Hubei Yihua Group Co., Ltd., abstained from voting due to its interest in the transactions [12][20].

Market Overview - The global automotive epoxy resin packaging materials market is projected to grow significantly from 2020 to 2031, with various product types showing distinct sales growth trends [3][4]. - The market can be segmented into several categories, including halogen-free, low warpage, and high heat resistance types, each with its own growth trajectory [3][4]. Product Type Analysis - Sales growth rates for different product types are expected to vary, with specific projections for 2024 and 2031 indicating a robust increase in demand [11][12]. - The market share of each product type will evolve, reflecting changes in consumer preferences and technological advancements [11][12]. Application Segmentation - The automotive epoxy resin packaging materials are utilized in various applications, including ICE (Internal Combustion Engine), actuators, and transmissions, with each segment showing unique sales growth patterns [3][4][11]. - The revenue generated from these applications is anticipated to increase significantly by 2031, indicating a strong market demand [11][12]. Supply and Demand Dynamics - The supply and demand situation for automotive epoxy resin packaging materials is expected to improve, with production capacity and utilization rates projected to rise from 2020 to 2031 [4][5]. - Global production and demand trends will be analyzed, highlighting key regions contributing to market growth [4][5]. Regional Market Analysis - The market size and growth rates for automotive epoxy resin packaging materials will be assessed across major regions, including North America, Europe, China, Japan, Southeast Asia, and India [4][5][6]. - Each region's market share and revenue growth from 2020 to 2031 will be detailed, showcasing regional dynamics [4][5][6]. Competitive Landscape - The competitive landscape will feature major manufacturers in the automotive epoxy resin packaging materials market, detailing their production capacities, sales volumes, and revenue rankings for 2024 [5][6][7]. - The market concentration and competitive intensity will be analyzed, identifying the top players and their market shares [5][6][7]. Industry Trends and Future Outlook - The automotive epoxy resin packaging materials industry is expected to experience significant growth opportunities driven by technological advancements and increasing automotive production [4][5][6]. - Future trends will be discussed, including potential challenges and the overall direction of the market leading up to 2031 [4][5][6].

近期，日本企业动作不断，5月27日，旭化成宣布退出四大化工新材料业务，近日， 【DT新材料】 获悉，三井化学也在考虑对其相关业务进行调整... 点击扩展阅读： 《 旭化成，再退出四大化工新材料业务！ 》 5月30日， 日本化工巨头 三井化学 发布消息， 正在考虑将其核心的基础与绿色材料事业部（B&GM）进行分拆，目标是在2027年左右成立独立的新 业务实体 。 此次考虑分拆的B&GM事业部业务涵盖了公司重要的材料生产领域。主要产品线包括石化产品（如乙烯、丙烯、各类聚乙烯、聚丙烯及催化剂）、基 础 化 学 品 （ 如 苯 酚 、 双 酚 A 、 丙 酮 、 精 对 苯 二 甲 酸 、 PET 树 脂 、 环 氧 乙 烷 、 乙 二 醇 、 氨 、 尿 素 、 三 聚 氰 胺 等 ） 以 及 聚 氨 酯 原 料 （ 如 TDI/COSMONATE™、MDI/COSMONATE™、PPG/ACTOCOL™, ECONYKOL™）。 分拆的具体细节将围绕该事业部下现有的 酚类、工业化学品、 可持续原料、技术许可、子公司Prime Polymer（聚烯烃） 以及 聚氨酯 等核心业务展开 。 此次的拆分原因，主要是为应对 ...

本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 2025年第二次临时股东会 召开日期时间：2025年6月16日15点30分 证券代码：688269 证券简称：凯立新材 公告编号：2025-020 西安凯立新材料股份有限公司 关于召开2025年第二次临时股东会的通知 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025年6月16日 至2025年6月16日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投票，应按照《上海证券交易 所科创板上市公司自律监管指引第1号 一 规范运作》等有关规定执行。 （七）涉及公开征集股东投票权 召开地点：西安经济技术开发区高铁新城尚林路4288号 ...