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联瑞新材:可转债募资额拟缩水2500万 用于两大核心项目
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-28 05:13
财务数据显示,公司2022年至2024年净利润分别为1.88亿元、1.74亿元、2.51亿元,2025年上半年实现 净利润1.39亿元。2022年至2025年上半年的综合毛利率分别为39.20%、39.26%、40.38%、40.84%。 南方财经9月28日电,联瑞新材(688300.SH)9月27日公告,拟将公司可转换公司债券发行方案由原定不 超过人民币72,000万元下调至不超过69,500万元。调整原因主要系扣除公司董事会决议日前六个月至发 行前新投入的财务性投资2,500万元。资金用途调整则聚焦两大核心项目:高性能高速基板用超纯球形 粉体材料项目拟使用募集资金从2.7亿元降至2.55亿元,高导热高纯球形粉体材料项目从2.5亿元降至2.4 亿元,两项目合计缩减2500万元;而补充流动资金2亿元的额度保持不变。 ...
002513,5连板!化工股逆势爆发
Zheng Quan Shi Bao· 2025-09-26 05:15
今日早盘,A股低开震荡整理,创业板指跌逾1%,失守3200点,上证指数、深证成指、北证50等也小幅飘绿。上涨个股略多于下跌个股,成交呈微幅萎 缩趋势。 盘面上,化纤、风电设备、业绩预增、能源金属等板块涨幅居前,消费电子、云服务、化学制药、铜缆高速连接等板块跌幅居前。 | 代码 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3846.33 | -0.18% | | 399001 | 深证成指 | | 13339.82 | -0.79% | | 399006 | 创业板指 | œ | 3198.01 | -1.17% | | 000016 | FiF50 | 9 | 2947.30 | -0.18% | | 000300 | 沪深300 | œ | 4574.03 | -0.42% | | 000688 | 科创50 | | 1466.84 | -0.52% | | 899050 | 北证50 | . . | 1542.10 | -0.97% | | 000905 | 中证500 | | 7307.40 | -0.46 ...
常青科技百亿TMA豪赌:纸面合理与现实挑战的AB面 | 深度
Tai Mei Ti A P P· 2025-09-26 00:54
图片系AI生成 2025年9月,偏苯三酸酐(TMA)华东主流成交参考价跌至1.55万元/吨,距离去年高点已抹去超过72%。9月3日,常青科技为其百亿TMA项目一期融资的8 亿可转债按下启动按钮,相关议案在9月19日股东大会上获得通过。 这一决策的形成,在于2024年4月3日,美国英力士(INEOS)永久关闭其TMA生产装置,引发全球市场震荡。英力士是全球TMA市场的主要龙头,关闭的 工厂年产能为 65 万吨苯酚和 40.9 万吨丙酮,是英力士单套最大的苯酚生产装置,占其全球总产能的34%。关停原因包括市场疲软、竞争激烈和碳税政策缩 紧等等。 去年5月,TMA价格峰顶之际,常青科技以总资产仅25.6亿元的体量抛出总投资100亿、一期30亿的8万吨TMA项目,资金主要来源之一即此次可转债(另有 20亿元银行贷款与不足3亿元自有资金)。 偏苯三酸酐(TMA)是一种新型材料的化工原料,主要用在增塑剂、绝缘漆、涂料、工程塑料等行业,受海外产能清退影响,国内成交价在去年连翻两 倍,突破5.5万元/吨,今年二季度起却连续腰斩,几乎跌回原位。 此种局面让这个宏大项目越来越像一次豪赌。纸面上,它踩中了政策红利、产能出清、龙头退 ...
广东芳源新材料集团股份有限公司关于签订技术出口合作协议的公告
Shang Hai Zheng Quan Bao· 2025-09-25 19:36
● 合作主要内容 近日,广东芳源新材料集团股份有限公司(以下简称"公司")与某日本企业、目标公司(基于双方保密 约定,不便披露具体名称)以书面方式签订了合作协议。公司计划通过技术输出以及参股的形式,以目 标公司为项目实施主体,与某日本企业合作在日本开发和生产NCMA系/NCA系/NCM系前驱体。公司将 向目标公司提供技术和工艺,并按照项目实施阶段分批次向目标公司收取共计48亿日元(按照2025年9 月25日中国外汇交易中心受权公布的人民币汇率中间价100日元对人民币4.7885元计算,折合人民币约 22,984.80万元)的技术服务费、设计费用和运行技术使用费。 ● 对上市公司当年业绩的影响 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688148 证券简称:芳源股份公告编号:2025-053 转债代码:118020 转债简称:芳源转债 广东芳源新材料集团股份有限公司 关于签订技术出口合作协议的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 2025年4月,公司已收取13,225万日元 ...
开源晨会-20250925
KAIYUAN SECURITIES· 2025-09-25 14:41
Core Insights - The report highlights the potential of small nucleic acid drugs in the weight loss market, focusing on two key targets: INHBE and ALK7, which are involved in fat metabolism regulation [5][11][12] - The UCO-SAF industry is experiencing tight supply and increasing prices due to high global demand and reduced overseas supply, with significant profit margins for SAF in China [6][17][18] - The company, Daotong Technology, is recognized as a global leader in digital repair, with strong growth prospects in its AI and robotics solutions, maintaining a "buy" rating [7][21][22] Industry Analysis - The small nucleic acid drug sector is positioned to address unmet clinical needs in weight management, with promising data from ongoing trials [12][13][14] - The SAF market is expected to grow rapidly due to increasing global demand and regulatory support, particularly in Europe and China, despite challenges in overseas supply [17][18] - The digital repair market is expanding, driven by regulatory requirements for TPMS installation and a growing vehicle population, with Daotong Technology poised to capitalize on this trend [21][24][25] Company Insights - Arrowhead and Wave are leading the development of small nucleic acid drugs, with upcoming trial data expected to provide insights into their efficacy and safety [12][14] - Frontline Bio is enhancing its competitive edge through a diversified pipeline that includes innovative drugs and high-end generics, with a focus on HIV treatment [8][27][28] - Daotong Technology's recent achievements in North America solidify its market leadership and open new opportunities in emerging markets [21][22][25]
多家上市公司前三季度业绩预喜绩优股获机构密集调研
Zhong Guo Zheng Quan Bao· 2025-09-23 20:16
Core Viewpoint - The A-share market is witnessing a positive trend in Q3 earnings forecasts, with 47.06% of the 17 companies reporting optimistic projections for the first three quarters of 2025, indicating overall growth in performance [1][2]. Group 1: Earnings Forecasts - Longchuan Technology expects a net profit of 827 million to 877 million yuan for the first three quarters of 2025, representing a year-on-year increase of 131.39% to 145.38% due to strong demand in the semiconductor market [1][2]. - Zhongtai Co. anticipates a net profit of 325 million to 355 million yuan for the same period, reflecting a growth of 71.36% to 87.19%, driven by normalizing domestic and international orders and an increase in overseas revenue [2][3]. - Brother Technology forecasts a net profit of 100 million to 115 million yuan, marking a significant increase of 207.32% to 253.42%, with Q3 net profit expected to be 35.459 million to 50.459 million yuan, up 92.49% to 173.92% year-on-year [2][3]. Group 2: Market Reactions and Institutional Interest - Following the earnings forecasts, several companies, including Brother Technology, experienced notable stock price increases, with Brother Technology's stock hitting the limit up the day after its announcement [2][3]. - Institutions have shown increased interest in companies post-earnings announcements, focusing on the reasons behind the positive performance, product price changes, and market expansion [2][3]. Group 3: Growth Drivers and Future Outlook - Brother Technology attributes its growth to rising prices of Vitamin B1, increased production capacity utilization, and lower costs, leading to improved overall gross margins [3]. - Zhongtai Co. has established a competitive edge in overseas markets, having entered the supplier lists of several well-known clients, which enhances brand recognition and overall profitability [3][4]. - Companies like Luxshare Precision emphasize innovation-driven growth and plan to leverage their global manufacturing advantages to enhance market competitiveness, focusing on smart manufacturing and technological innovation [4][5]. - Starshine Technology highlights rapid growth in new product lines such as smart robots and automotive electronics, contributing to overall revenue growth [5][6].
瑞达期货苯乙烯产业日报-20250923
Rui Da Qi Huo· 2025-09-23 09:11
续,全球原油中长期供强于需预期给到油价一定压力,只是短期地缘局势仍有不确定性。EB2511日度运行 免责声明 区间预计在6800-6920附近。 | 项目类别 | 数据指标 环比 | 最新 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | -58 期货成交量(活跃:成交量):苯乙烯(EB)(日, 期货收盘价(活跃合约):苯乙烯(日,元/吨) | 6870 | | 234360 | -19113 | | | 手) 前20名持仓:买单量:苯乙烯(日,手) 13828 11月合约收盘价:苯乙烯(日,元/吨) | 418956 | | 6870 | -58 | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, 21306 前20名持仓:净买单量:苯乙烯(日,手) | | | | | | | | 400920 | | -29445 | 3707 | | 手) | 前20名持仓:卖单量:苯乙烯(日,手) 10121 仓单数量:苯乙烯:总计(日,手) 现货价:苯乙烯(日,元/吨) -136 苯乙烯:FOB韩国:中间价(日,美元/吨) ...
信德新材股价跌5.09%,宝盈基金旗下1只基金重仓,持有4.17万股浮亏损失8.34万元
Xin Lang Cai Jing· 2025-09-23 02:57
数据显示,宝盈基金旗下1只基金重仓信德新材。宝盈新锐混合A(001543)二季度持有股数4.17万股, 占基金净值比例为0.98%,位居第十大重仓股。根据测算,今日浮亏损失约8.34万元。连续5天下跌期间 浮亏损失13.47万元。 9月23日,信德新材跌5.09%,截至发稿,报37.29元/股,成交6824.21万元,换手率3.63%,总市值38.04 亿元。信德新材股价已经连续5天下跌,区间累计跌幅7.6%。 宝盈新锐混合A(001543)成立日期2015年11月4日,最新规模1.48亿。今年以来收益31.83%,同类排 名2786/8172;近一年收益76.85%,同类排名1417/7995;成立以来收益195.7%。 资料显示,辽宁信德新材料科技(集团)股份有限公司位于辽宁省大连长兴岛经济区马咀路58号,成立日 期2000年11月7日,上市日期2022年9月9日,公司主营业务涉及负极包覆材料产品的研发、生产与销 售。主营业务收入构成为:负极包覆材料43.10%,裂解萘馏分34.33%,炭黑原料油21.75%,碳纤维制 品0.53%,树脂0.20%,其他0.09%。 从基金十大重仓股角度 截至发稿,蔡丹累 ...
石油与化工指数多数下跌(9月15日至19日)
Zhong Guo Hua Gong Bao· 2025-09-23 02:38
Group 1: Chemical Sector Performance - The chemical raw materials index decreased by 1.21%, while the chemical machinery index increased by 2.90% [1] - The pharmaceutical index fell by 1.36%, and the pesticide and fertilizer index dropped by 2.50% [1] - The oil processing index declined by 2.22%, the oil extraction index decreased by 3.17%, and the oil trading index fell by 1.46% [1] Group 2: Oil Prices - As of September 19, the WTI crude oil futures settled at $62.68 per barrel, down 0.02% from September 12 [1] - The Brent crude oil futures settled at $66.68 per barrel, down 0.46% from the previous Friday [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases were liquid chlorine (up 22.93%), isooctyl acrylate (up 7.47%), acrylic acid (up 5.04%), calcium carbide (up 4.94%), and MMA (up 4.51%) [1] - The top five petrochemical products with price decreases were vitamin E (down 10.00%), epichlorohydrin (down 6.44%), sulfuric acid (down 4.94%), p-nitrochlorobenzene (down 4.62%), and dichloromethane (down 3.64%) [1] Group 4: Capital Market Performance of Chemical Companies - The top five performing listed chemical companies were Kaimete Gas (up 28.62%), Hongda Explosive (up 22.93%), Sanwei Co. (up 22.53%), Zhongshi Technology (up 21.57%), and Jinghua New Materials (up 18.94%) [2] - The bottom five performing listed chemical companies were Runyang Technology (down 11.48%), Lafang Cosmetics (down 10.43%), Wankai New Materials (down 10.42%), Jiaao Environmental Protection (down 10.25%), and Shilong Industrial (down 9.41%) [2]
中银晨会聚焦-20250923
Bank of China Securities· 2025-09-23 01:02
Core Insights - The report highlights the significant growth in the chemical sector, particularly focusing on Baofeng Energy, which reported a total revenue of 22.82 billion yuan for the first half of 2025, marking a year-on-year increase of 35.05% [12] - The electronic sector is also emphasized, with Meta's 2025 Connect conference showcasing advancements in AI and AR technologies, which are expected to accelerate the development of the AI/AR industry [6][10] Group 1: Electronic Sector - Meta launched three new eyewear products at the 2025 Connect conference, including two AI glasses with improved battery life and AI capabilities, and a new AR glasses model featuring high-precision display technology [6][7] - The Ray-Ban Meta Gen2 glasses have nearly doubled battery life, lasting up to 8 hours on a full charge, and support 3K ultra-high-definition video recording [7][9] - The Meta Ray-Ban Display glasses come with a neural sensing wristband that interprets muscle signals to control the glasses, enhancing user interaction [9] Group 2: Chemical Sector - Baofeng Energy's revenue for the first half of 2025 reached 22.82 billion yuan, with a net profit of 5.72 billion yuan, reflecting a year-on-year growth of 73.02% [12][14] - The company’s polyethylene and polypropylene sales volumes increased significantly, with year-on-year growth rates of 100.50% and 95.37%, respectively [13] - The new Inner Mongolia project has become a key driver for Baofeng Energy's production capacity, contributing to a total of 1.16 million tons of polyethylene produced, which accounts for 48.39% of the company's total output [13][15]