甲醇聚烯烃早报 研究中心能化团队 2025/07/11 | 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 4 | 801 | 2455 | 2465 | 2495 | 2550 | 2445 | 2610 | 277 | 340 | 58 | 35 | -1219 | | 2025/07/0 7 | 801 | 2437 | 2448 | 2485 | 2550 | 2445 | 2585 | 277 | 340 | 36 | 25 | -1219 | | 2025/07/0 8 | 801 | 2402 | 2428 | 2475 | 2540 ...

证券代码：300584 证券简称：海辰药业 公告编号：2025-040 南京海辰药业股份有限公司 关于召开 2025 年第一次临时股东大会提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 南京海辰药业股份有限公司（以下简称"公司"）于2025年6月30日披露了《2025 年第一次临时股东大会通知公告的更正公告》（公告编号：2025-038），公司将 于2025年7月15日（星期二）10:00召开2025年第一次临时股东大会。为保护投资 者权益，方便公司股东行使股东大会表决权，现将有关事项再次提示如下： 一、召开会议的基本情况 证券交易所创业板股票上市规则》等有关法律、法规、部门规章、规范性文件及 《公司章程》的规定。 （1）现场会议召开时间：2025年7月15日（星期二）上午10:00； （2）网络投票时间：2025年7月15日（星期二）； 其中，通过深圳证券交易所交易系统进行网络投票的时间为：2025年7月15 日（星期二）9:15-9:25、9:30-11:30、13:00-15:00；通过深圳证券交易所互联 网投票系统进行投票的具体时间为：20 ...

股票代码： 600889 股票简称：南京化纤 编号：2025-039 南京化纤股份有限公司 2025 年半年度业绩预告 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个别及连带责任。 重要内容提示： 二、上年同期经营业绩和财务情况 （一）利润总额：-7,722.07 万元。归属于上市公司股东的净利润：-6,997.54 万元。归属于上市公司股东的扣除非经常性损益的净利润：-7,112.03 万元。 （二）每股收益：-0.19 元。 三、本期业绩预亏的主要原因 （一）根据《企业会计准则》及公司相关会计政策的相关规定，基于谨慎性 原则，对莱赛尔纤维浆粕、粘胶短纤产成品和粘胶短纤浆粕在 2025 年 6 月 30 日的结存库存进行了减值测试，并相应计提了资产减值，增加了经营亏损。 （二）公司全资子公司南京金羚生物基纤维有限公司部分在建工程于 2024 年 9 月转固导致 2025 年上半年固定资产折旧与上年同期相比大幅增加，扩大了 经营亏损。 （三）公司控股子公司上海越科新材料股份有限公司 2025 年上半年 PET 发 泡产品销量大幅增加， ...

Core Viewpoint - Nanjing Chemical Fiber (600889) expects a net profit attributable to shareholders of the listed company to be between RMB -980 million and -800 million for the first half of 2025, indicating a significant loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between RMB -1.02 billion and -840 million [1] Financial Summary - Expected net profit range: RMB -980 million to -800 million [1] - Expected net profit after deducting non-recurring items: RMB -1.02 billion to -840 million [1] - The profit forecast has not been audited by an accounting firm [1]

富时中国A50指数连续 光大银行 2564.31亿市值 12.56亿成交额 4.34 -0.10(-2.25%) 保险 中国太保 中国人保 中国平安 明 3750.19亿市值 3699.98亿市值 10509.13亿市值 23.20亿成交额 62.69亿成交额 14.31亿成交额 57.71 8.48 38.46 +0.84(+2.23%) +0.58(+1.02%) -0.11(-1.28%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17925.94亿市值 2165.31亿市值 4824.84亿市值 82.39亿成交额 15.79亿成交额 35.63亿成交额 1427.00 177.49 124.30 -1.05(-0.59%) +0.50(+0.04%) +1.72(+1.40%) 米含体 海光信息 北方华创 寒武纪-U HYGON 2387.28亿市值 2317.58亿市值 3194.34亿市值 12.33亿成交额 28.81亿成交额 63.59亿成交额 330.83 553.98 137.43 +1.00(+0.30%) +30.48(+5.82%) +2.32(+1.72%) 铁路公路 石油行业 中国 ...

Core Viewpoint - The company, Yaoshi Technology, announced a plan for its shareholder, Nanjing Novicos Venture Capital Partnership, to reduce its holdings in the company, which may impact the stock price and investor sentiment [1]. Group 1: Shareholder Reduction Plan - Nanjing Novicos holds 5,404,744 shares, accounting for 2.7174% of the total share capital after excluding repurchased shares, and plans to reduce its entire stake within three months after the announcement [1]. - The reduction will occur through centralized bidding and block trading, with limits set at 1.00% and 2.00% of the total shares, respectively, over any consecutive 90-day period [1]. - Nanjing Novicos is an employee stock ownership platform established over ten years ago, aimed at binding core employees and promoting business development [1]. Group 2: Background Information - The shares to be reduced were issued before the company's initial public offering, including those transferred after the IPO [2]. - Yang Minmin, the company's controlling shareholder and chairman, is also the executive partner of Nanjing Novicos, making it an acting party of the company [3]. Group 3: Fundraising History - Over the past five years, the company has raised a total of 2.085 billion yuan, including 935 million yuan from a specific issuance in 2020 [5]. - The company issued 11.5 million convertible bonds in 2022, raising a total of 1.15 billion yuan, with net proceeds of approximately 1.143 billion yuan after deducting issuance costs [6].

甲醇：港口累库，价格承压 —20250711 张永鸽 从业资格号：F0282934 投资咨询证号：Z0011351 张艳雯 从业资格号：F03088843 价格：本期港口甲醇现货价格回落，江苏价格在2370-2480元/吨，广东价格2390-2470元/吨。因内地补充量充足，港口表需低位、库存累积， 且后市主流港口可流通量预计增加，压制市场价格。内地市场呈偏弱震荡，主产区鄂尔多斯北线价格区间1963-2010元/吨，下游东营接货价 2225-2265元/吨。虽局部供应收紧带动下游低价买盘，但终端需求疲软，下游仅刚需谨慎采购，企业让利出货下，价格上涨动力不足。 供应：周内国内甲醇产量增至1909928吨，较上周减少77148吨，装置产能利用率为84.75%，环比跌3.89%。本期内有新增检修装置，如陕西 渭化、内蒙古东日、甘肃华亭，及河北一套、内蒙古一套、新疆一套、山东两套装置；有检修、减产装置恢复，如重庆卡贝乐、内蒙古君正、 烟台万华、云南先锋、中石化长城，及山东、新疆各一套装置。港口库存方面，华东地区累库，库存增加6.10万吨；华南地区去库，库存减 少1.58万吨。 弘业期货金融研究院 下游需求：甲醇下游需 ...

Core Viewpoint - Yifeng New Materials Co., Ltd. has submitted its IPO application to the Shenzhen Stock Exchange, aiming to raise 844 million yuan for various projects, including high-refractive optical resin materials and digital construction [1][4]. Company Overview - Yifeng New Materials, formerly known as Shandong Yifeng Biochemical Environmental Protection Co., Ltd., changed its name in November 2021 after withdrawing its previous IPO application for the Sci-Tech Innovation Board [3]. - The company focuses on organic sulfur chemistry and optical new materials, producing key products such as thiourea and polysulfide materials [6][10]. Financial Performance - The company reported a decline in revenue from 714 million yuan in 2022 to 625 million yuan in 2023, with a further drop to 602 million yuan in 2024 [15][16]. - The net profit for the years 2022, 2023, and 2024 was approximately 135 million yuan, 137 million yuan, and 139 million yuan, respectively, indicating minimal growth [17]. Investment Projects - The planned investment projects include: - High-refractive optical resin materials project: 419.26 million yuan - High-end functional materials cyclic olefin project: 137.97 million yuan - R&D center construction project: 134.48 million yuan - Digital construction project: 112.88 million yuan - Marketing channel construction project: 39.67 million yuan [5]. Market Position - Yifeng New Materials holds a 5.33% market share in the global polysulfide curing agent market, with an estimated market size of 992 million yuan in 2024 [8]. - The company is a leading producer of thiourea, with a 26.40% market share in a global market valued at approximately 851 million yuan in 2024 [8]. Shareholding Structure - The major shareholders include Ma Yunsheng (32.45%) and Wan Chunling (12.66%), with the Ma family collectively holding nearly 50% of the company [23][24]. - The company has undergone shareholding changes, including instances of shareholding representation, which have been resolved [22][23]. R&D and Innovation - Yifeng New Materials has invested in R&D, with expenses of 22.07 million yuan in 2024, representing 3.67% of its revenue [22]. - The company holds 148 domestic patents and has participated in setting international standards for thiourea [21].

金十图示：2025年07月11日（周五）富时中国A50指数成分股午盘收盘行情一览：成分股多数飘红，银行板块涨跌不一 2391.62亿市值 7 1939.56亿市值 7462.81亿市值 25.60亿成交额 4.51亿成交额 7.31亿成交额 15.44 30.50 9.43 +0.60(+2.01%) +0.22(+1.45%) +0.02(+0.21%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4317.23亿市值 3577.07亿市值 12431.42亿市值 40.76亿成交额 33.75亿成交额 30.56亿成交额 272.66 20.29 29.13 +0.90(+3.19%) +0.66(+0.24%) +0.90(+4.64%) 消费电子 互联网服务 东方财富 工业富联 立讯精密 5173.39亿市值 2601.30亿市值 3841.96亿市值 20.54亿成交额 152.25亿成交额 14.87亿成交额 35.87 24.31 26.05 -0.11(-0.42%) +0.11(+0.31%) +1.16(+5.01%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电子 2 ...

Group 1 - The National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs, including 16 comprehensive support policies [1][2] - The measures include accelerating innovative drug research and development, improving the payment system, and establishing a commercial health insurance catalog for innovative drugs [1][2] - Domestic pharmaceutical companies have made breakthroughs in internationalization, with Dize Pharmaceutical's Shuwotini receiving FDA approval, marking it as the first domestic innovative drug approved in the U.S. for EGFR exon 20 insertion non-small cell lung cancer [1] Group 2 - The innovative drug sector is experiencing a hot market, driven by policy support and overseas trading catalysts, with a notable increase in the chemical pharmaceutical sub-sector, which saw a weekly increase of 5.03% [2] - The introduction of a commercial health insurance catalog for innovative drugs is a significant development, focusing on clinically valuable innovative drugs and improving the adjustment mechanism for the medical insurance catalog [2] - The CXO and life sciences upstream industry chain demand is recovering due to active overseas authorization transactions for innovative drugs [2]