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A股申购 | 道生天合(601026.SH)开启申购 旗下一产品销量连续3年位居全球首位
智通财经网· 2025-09-28 23:26
智通财经APP获悉,9月29日,道生天合(601026.SH)开启申购,发行价格为5.98元/股,申购上限为2.75万股,市盈率29.05倍,属 于上交所,中信建投证券为其保荐人。 招股书显示,道生天合是一家致力于新材料的研发、生产和销售的国家级高新技术企业,报告期公司产品围绕环氧树脂、聚氨 酯、丙烯酸酯和有机硅等高性能热固性树脂材料,形成了风电叶片用材料、新型复合材料用树脂和新能源汽车及工业胶粘剂三 大系列产品,主要为风电、新能源汽车、储能、氢能等新能源领域,以及航空、油气开采、电力、模具制造等领域的国内外客 户提供系列化、差异化和精细化的新材料产品综合解决方案。 通过持续自主研发和技术创新,道生天合的风电叶片用环氧树脂产品已经基本实现了对主流风机叶型的全覆盖,2024 年公 司"风电叶片用环氧树脂系列"销量 14.31 万吨,公司"风电叶片用结构胶"销量 1.52 万吨;根据中国石油和化学工业联合会出具 的说明函,2022-2024 年公司"风电叶片用环氧树脂系列"销量位居全球首位。同时,公司"风电叶片用结构胶"销量位居国内第 2、全球第 3。 近年来,道生天合不断开发新产品,并致力于拓展产品的应用领域。 ...
河南两集团重组将催生5500亿能源巨头 旗下5家A股公司3家股价强势涨停
Chang Jiang Shang Bao· 2025-09-28 23:18
长江商报消息●长江商报记者 沈右荣 国企改革持续发力,河南两大能源集团将实施联合重组。 9月25日晚,A股公司平煤股份(601666.SH)发布公告称,收到公司控股股东中国平煤神马控股集团有限公司 (以下简称"平煤神马集团")的通知,河南省委、省政府决定,对河南能源集团有限公司(以下简称"河南能源集 团")和平煤神马集团实施战略重组。 平煤神马集团与河南能源集团此前均经历过产业重组,目前同为河南省国资委控制的能源化工巨头,实力不菲。 "2025年中国企业500强"榜单显示,平煤神马集团、河南能源集团分别以营收1688.45亿元、1210.51亿元位居第159 位、221位。 如果两大集团成功完成战略重组,总资产将达5521.35亿元,或将成为仅次于中国神华的煤化能源巨头。 两大集团旗下合计有5家A股上市公司。9月26日,易成新能(300080.SZ)等3家公司股价涨停。 5521亿能源巨头或诞生 河南省两大能源集团将实施战略重组。 9月25日晚,包括平煤股份在内的5家A股公司发布公告,当日,收到公司控股股东的通知,河南省委、省政府决 定,对河南能源集团和平煤神马集团实施战略重组。 公告称,上述重组事项不会对公 ...
新华财经|借力“产学研”合作 道恩集团做强化工新材料产业链
Xin Hua She· 2025-09-28 12:02
Core Insights - Daon Group is leveraging "industry-university-research" collaboration and technological innovation to develop advanced materials, including a new elastic material that mimics human skin expressions for bionic robots [1][2] - The company aims to achieve a revenue of 47.96 billion yuan in 2024 and is projected to enter the top 500 Chinese enterprises by 2025 [1] Group 1: Innovation and R&D - Daon Group has developed a series of innovative products in the chemical new materials sector, including high-performance thermoplastic elastomers (TPV), hydrogenated nitrile rubber (HNBR), and new thermoplastic elastomers for tires [2][4] - The company emphasizes R&D innovation through a structured collaboration with universities and research institutions, establishing a comprehensive R&D system [4] - TPV, a core product of Daon, was developed in collaboration with Beijing University of Chemical Technology, overcoming significant engineering challenges to achieve a breakthrough in production technology [4][6] Group 2: Market Opportunities and Applications - The booming low-altitude economy presents new market opportunities, with Daon collaborating with Xi'an Jiaotong University to develop polycarbonate materials suitable for low-altitude aircraft manufacturing [5] - Daon's TPV product is utilized across various sectors, including automotive, home appliances, medical, aerospace, and new energy, due to its superior production, performance, and environmental advantages [6][8] Group 3: Future Development and Investment - Daon has established four major technology platforms that support ongoing innovation, including dynamic vulcanization and esterification synthesis, which have led to the development of new materials and products [6][8] - The company plans to invest approximately 261 million yuan in R&D in 2024, marking a 40.99% increase year-on-year, which represents 4.93% of its revenue [8]
宁波华翔:宁波峰梅匹意克获得PEEK工业化量产相关技术许可
Zhi Tong Cai Jing· 2025-09-28 10:18
宁波华翔(002048)(002048.SZ)公告,此前董事会同意公司与实际控制人控制的企业——宁波峰梅化 学科技有限公司和宁波峰梅匹科企业管理合伙企业(有限合伙)共同投资设立宁波峰梅匹意克新材料有限 公司(简称"合资公司"),主要进行聚醚醚酮(PEEK)材料的研发与应用。 于2025年9月28日,合资公司与吉林大学签署了《专利实施许可合同》,合资公司出资3000万元获得吉 林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的普通实施许可,期限为20年;同时,合资 公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与培训。获得授权后,合资公司将依 据许可技术开展PEEK材料的聚合、提纯、改性、型材加工及复合增强工艺的研发与试生产。 ...
宁波华翔(002048.SZ):宁波峰梅匹意克获得PEEK工业化量产相关技术许可
智通财经网· 2025-09-28 10:16
智通财经APP讯,宁波华翔(002048.SZ)公告,此前董事会同意公司与实际控制人控制的企业——宁波峰 梅化学科技有限公司和宁波峰梅匹科企业管理合伙企业(有限合伙)共同投资设立宁波峰梅匹意克新材料 有限公司(简称"合资公司"),主要进行聚醚醚酮(PEEK)材料的研发与应用。 于2025年9月28日,合资公司与吉林大学签署了《专利实施许可合同》,合资公司出资3000万元获得吉 林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的普通实施许可,期限为20年;同时,合资 公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与培训。获得授权后,合资公司将依 据许可技术开展PEEK材料的聚合、提纯、改性、型材加工及复合增强工艺的研发与试生产。 ...
宁波华翔:合资公司获得技术许可 将开展PEEK材料研发与试生产
Core Viewpoint - Ningbo Huaxiang has established a joint venture to focus on the research and application of PEEK materials, indicating a strategic move towards advanced material development [1] Group 1: Joint Venture Details - The company has invested in a joint venture named Ningbo Fengmei Piqik New Materials Co., Ltd., holding a 30% stake [1] - The joint venture aims to develop PEEK materials, which are known for their high performance in various applications [1] Group 2: Patent and Technology Acquisition - The joint venture signed a patent licensing agreement with Jilin University, investing 30 million yuan to obtain a general license for Chinese patents and proprietary technologies related to the industrialization of PEEK [1] - The license is valid for 20 years, allowing the joint venture to leverage advanced technologies for PEEK material production [1] Group 3: Technical Support - The joint venture will engage experts and technical teams from Jilin University to provide comprehensive technical services and training [1] - This collaboration is expected to enhance the joint venture's capabilities in PEEK material development, including polymerization, purification, modification, and composite enhancement processes [1]
【财经分析】借力“产学研”合作道恩集团做强化工新材料产业链
Core Insights - Daon Group, established in 1991, focuses on high-performance polymer materials and aims to achieve a revenue of 47.96 billion yuan in 2024, positioning itself among the top 500 Chinese enterprises by 2025 [1][3] Group 1: Innovation and R&D - Daon Group emphasizes R&D innovation through "industry-university-research" collaboration, creating a comprehensive R&D system labeled "1+2+4+12" [3] - The core product, Thermoplastic Elastomer (TPV), is a result of collaboration with Beijing University of Chemical Technology, which began in 2002, leading to significant technological breakthroughs [3][5] - The company has developed four major technology platforms, including dynamic vulcanization and esterification synthesis, which have led to the creation of high-value-added products like TPV and HNBR [5][8] Group 2: Market Opportunities - The booming low-altitude economy presents new market opportunities, with Daon collaborating with Xi'an Jiaotong University to develop polycarbonate materials suitable for low-altitude aircraft manufacturing [4] - The DVA product, developed under the dynamic vulcanization platform, is designed to enhance tire gas barrier properties, indicating a shift towards more efficient materials in the automotive sector [8] Group 3: Financial Commitment to R&D - In 2024, Daon Group plans to invest approximately 261 million yuan in R&D, marking a 40.99% increase year-on-year, which constitutes 4.93% of its revenue [8] - For the first half of 2025, R&D investment is projected at 114 million yuan, reflecting a 17.98% year-on-year growth [8] Group 4: Supportive Business Environment - Longkou City provides a favorable business environment for private enterprises, recognized for its high-quality development and support for small and medium-sized enterprises in specialized fields [9] - The local government has implemented various policies to support the development of high-end chemical new materials, enhancing the growth potential of companies like Daon [9]
总投资152亿!30万吨尼龙66等项目落地
DT新材料· 2025-09-27 16:05
宁夏宝廷新材料科技股份有限公司 成立于2016年1月6日,注册资本5.1亿元,总部位于宁夏宁东新材料园区,法定代表人为陈廷。公司专注于化工新材 料领域,以煤焦油及低碳烷烃循环利用项目为核心业务,生产高纯度氢气及芳烃类产品(如苯、甲苯、二甲苯)。 说明 : 本文 部分素材来自于网络公开信息,由作者重新编写,系作者个人观点,本平台发布仅为了传达一种不同观点,不代表对该观点赞同或支持。如果有任何问题,请联系我们:dtmaterial (微 信) 15355132586 刀 甜而刃料 【 00 同力于 2025第三届RECYCLING 高分子循环再利用大会 【DT新材料】 获悉, 近日,宁东能源化工基地管委会生态环境局发布了关于 宁夏碳合新科新材料有限公司煤基高端新材料项目 在相关网站拟审批公 示。 据悉,本项目位于宁东能源化工基地化工新材料产业区C区,占地面积2870亩, 总投资1520000万元 ,其中环保投资159750万元。项目主要建设制氢 装置、浓硫酸装置、合成氨装置、双氧水装置、环己酮装置、己内酰胺装置、己二胺装置、PA66装置等主体工程,配套建设化验室、循环水站、罐 区、仓库、火炬系统、废气处理设施、污 ...
千亿化工新材料龙头,重组!
DT新材料· 2025-09-26 16:05
Core Viewpoint - The strategic restructuring of Henan Energy Group and China Pingmei Shenma Group is aimed at enhancing operational efficiency and expanding their market presence, with both companies being significant players in the energy sector of Henan Province [1][2]. Group 1: Company Overview - China Pingmei Shenma Group and Henan Energy Group are both controlled by the Henan Provincial State-owned Assets Supervision and Administration Commission, with projected revenues of 168.8 billion yuan and 121 billion yuan respectively by the end of 2024 [1]. - Henan Energy Group has a registered capital of 21 billion yuan and operates in coal, chemical new materials, electricity, and renewable energy, with coal reserves of 28.4 billion tons and a chemical production capacity of nearly 10 million tons [1][2]. - China Pingmei Shenma Group was formed from the merger of Pingmei Group and Shenma Group in 2008 and has several listed subsidiaries, including six on the New Third Board [1][2]. Group 2: Strategic Developments - The restructuring aims to promote asset securitization and establish overseas financing platforms to support international expansion, with plans to have 6 to 7 listed companies by 2028 [3]. - Pingmei Shenma Group is actively pursuing listings in Hong Kong, with specific plans for Henan Pingmei Shenma Superhard Materials Co., Ltd. to complete its listing process by September 2026 [3]. Group 3: Recent Transactions and Projects - On September 25, 2023, Shenma Co. announced a plan to acquire a 2.16% minority stake in its subsidiary, Henan Shenma Nylon Chemical Co., increasing its ownership from 72.06% to 74.22% [4]. - Shenma Co. has made significant investments in its nylon chemical subsidiary, including a previous acquisition of a 10.27% stake for 952 million yuan, raising its total stake to 72.06% [4]. Group 4: Innovations and Achievements - Shenma Co. has made advancements in high-temperature nylon materials, with the first batch of equipment for a 1,000-ton/year high-temperature nylon 6T resin project arriving, which is expected to fill a gap in high-performance nylon materials in China [5]. - The company has successfully developed an 11-dtex ultra-high-strength nylon 66 industrial yarn, marking a significant technological achievement in the aviation tire material sector [5].
两大能源巨头拟战略重组,有何深意?
Zhong Guo Hua Gong Bao· 2025-09-26 09:15
Core Viewpoint - The strategic restructuring of Henan Energy Group and China Pingmei Shenma Group is a significant milestone for both companies and a crucial step in the high-quality development of Henan's petrochemical and related industries [1][2] Group Overview - Henan Energy Group has a registered capital of 21 billion yuan, employs 137,000 people, and has coal resources of 28.4 billion tons with a chemical production capacity of nearly 10 million tons [3] - China Pingmei Shenma Group, formed from the merger of two Fortune 500 companies, has assets exceeding 280 billion yuan and leads in various chemical and energy sectors [3] Financial Performance - China Pingmei Shenma Group ranked 159th in the 2023 China Top 500 Enterprises with a revenue of 168.84 billion yuan for 2024, while Henan Energy Group ranked 221st with a revenue of 121.05 billion yuan [1] Strategic Importance - The restructuring aims to enhance resource integration, reduce homogenization competition, and build a complete industrial ecosystem from energy production to chemical product processing and recycling [1][2] - It is expected to strengthen the companies' asset scale and risk resistance, enabling them to better address challenges in the energy and chemical industries [2] Regional Economic Impact - The merger is anticipated to stabilize and expand employment, support the development of small and medium-sized enterprises, and attract more upstream and downstream companies to Henan [2] - The restructuring aligns with national strategies and is expected to inject strong momentum into Henan's economic development [2] Industry Trends - The restructuring of Henan Energy Group and China Pingmei Shenma Group reflects a broader trend of specialized restructuring among local energy state-owned enterprises across China [4]