【SynBioCon】 获 悉， 6月12日， 苏州宜可生物科技有限公司 项目签约仪式在太湖新城隆重举行， 并于同日取得营业执照。吴中太湖新城党工委书记沈文群会见了公司创始人、澳大利亚莫道克大学兼任 副 教授Wilson Ling（林理坪）一行， 并共同见证签约。 #生物基产业进展 | 宜可生物 澳大利亚莫道克大学教授 Daniel Murphy（丹尼·墨菲），澳大利亚莫道克大学研究员Joseph Boctor （约瑟夫 · 波克特）特邀出席签 约仪式。 苏州宜可生物科技有限公司是 全球第一家拥有PCT专利生产PHA生物塑料树脂的企业 ，专注于可完 全降解的PHA生物塑料的研发与生产，致力于为 食品包装、医疗包装等领域提供高性能环保材料解决 方案 ，产品凭借其优异物性已成功应用于多个行业，并与多所大学开展产学研合作。 此次计划在太湖新城投资建设研发中心和生产基地，目标年产能 1万吨 ，分两期建设： 一期建设研发 中心和100吨中试产线；二期规划建设10000吨产线 。未来五年，公司将以技术创新为驱动，力争成为 生物塑料行业领军企业，实现全球化布局 。、 PHA材料正迎来快速增长的市场机遇 第四届合成生物与绿色 ...

6月16日，国家统计局发布5月国民经济运行数据。供给端，5月全国规上工业增加值同比增长5.8%（预期 5.6%），服务业生产指数当月同比增长6.2%。需求端，5月固定资产投资累计增长3.7%（预期4.1%），其中， 基建和制造业累计增速分别为10.4%（预期9.7%）和8.5%（预期8.5%），房地产投资累计同比-10.7%（预期增 速-10.5%）。社会消费品零售总额同比增长6.4%（预期4.8%）。 图1：消费提振，投资放缓 资料来源：Wind，招商银行研究院 资料来源：Wind，招商银行研究院 5月关税冲击显现，我国经济顶住压力，多数指标实现超预期增长，呈现三个特征。一是外需放缓节奏开始， 内外需增速差收敛。 5月人民币计价出口金额同比增长6.3%，较5月显著下行3pct，出口增速放缓，源自中美 双边贸易额大幅收缩三成，转口贸易和非美贸易伙伴需求边际回落。 二是消费提速支撑，增速同时高于市场 预期、投资和生产。 5月社零增速上行1.3pct至6.4%，以旧换新政策扩围显效、购物节前置、假日消费热度高 企，合力推高单月增速升至2020年以来次高位【注释1】。 三是房地产市场以价换量趋向价跌量缓。 70大中 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the chemical industry, including Sinopec, PetroChina, and CNOOC, as well as specific stocks like Xinyangfeng and Senqilin [10]. Core Views - The report highlights significant price increases in sulfuric acid and sulfur, suggesting a focus on import substitution, domestic demand, and high dividend opportunities [6][8]. - The report notes that international oil prices have sharply risen due to geopolitical tensions, particularly the conflict between Iran and Israel, which may impact oil production and exports [6][21]. - The overall chemical industry remains under pressure, with mixed performance across sub-sectors, influenced by past capacity expansions and weak demand [22]. Summary by Sections Chemical Industry Investment Suggestions - The report suggests monitoring the tire industry, which is expected to perform better due to global strategies and tariff experiences [8]. - It emphasizes the acceleration of import substitution in the chemical sector, particularly for lubricating oil additives and special coatings [8]. - The report also highlights the self-sufficiency of nitrogen, phosphorus, and compound fertilizers in China, which are less affected by tariffs [8]. Price Movements - Notable price increases this week include sulfuric acid (up 7.24%) and sulfur (up 7.24%), while significant declines were seen in ammonium chloride (down 10.53%) and urea (down 9.95%) [20][22]. - The report indicates that the chemical industry is experiencing a weak overall performance, with some sectors like tires and lubricants showing better-than-expected results [22]. Key Companies and Earnings Forecast - The report provides earnings forecasts for several companies, indicating a positive outlook for firms like Xinyangfeng and Senqilin, with expected EPS growth [10][11].

Core Insights - The report provides a comprehensive analysis of the modified polypropylene (PP) industry, including its development background, supply and demand situation, market size, and competitive landscape, offering valuable insights for companies and capital institutions to make informed business and investment decisions [2][3][4]. Industry Overview - The report defines the polypropylene (PP) industry and its classifications, as well as the modified polypropylene (PP) industry and its relevant terminology [2][3]. - It outlines the authoritative data sources and research methods used in the report [3]. Macro Environment Analysis - The report analyzes the policy environment affecting the modified polypropylene (PP) industry in China, including regulatory frameworks and standard systems [4]. - It examines the economic environment, including the current macroeconomic development and its correlation with the modified polypropylene (PP) industry [4]. - The social environment's impact on the modified polypropylene (PP) industry is also discussed [4]. - Technological advancements and key emerging technologies in the modified polypropylene (PP) industry are analyzed, along with research and innovation outcomes [4]. Global Market Insights - The report investigates the global development history of the modified polypropylene (PP) industry and its macro environment, including economic, political, and technological factors [4]. - It assesses the current market size and competitive landscape of the global modified polypropylene (PP) industry, including key regional markets [4]. Supply and Demand Analysis - The report details the supply and demand conditions within the Chinese modified polypropylene (PP) industry, including trade status and market主体 types [5][6]. - It provides insights into the market supply capabilities and levels, as well as the demand characteristics and current status [5][6]. Competitive Landscape - The competitive structure of the modified polypropylene (PP) industry in China is analyzed, including the entry processes of competitors and their strategic layouts [6][7]. - The report discusses the market concentration and competitive dynamics using Porter's Five Forces model [6]. Investment and M&A Analysis - The report outlines the investment and financing conditions in the modified polypropylene (PP) industry, including funding sources and trends [6][7]. - It reviews merger and acquisition activities, including motivations and case studies [6][7]. Industry Chain Structure - The report analyzes the structure of the modified polypropylene (PP) industry chain, including upstream supply markets and downstream application markets [6][8]. - It discusses the value attributes and cost structures within the industry [6]. Strategic Recommendations - The report includes a SWOT analysis of the modified polypropylene (PP) industry, assessing its development potential and future trends [10]. - It identifies investment opportunities within the industry, including weak links in the supply chain and emerging market segments [10].

Kynar 法国阿科玛 PVDF（聚偏二氟乙烯）系列材料以其卓越的耐候性、化学稳定性和机械性能脱颖而出，尤其 是Kynar PVDF 710、720、740及760这几种型号，更是广泛应用于建筑、化工、电子、能源等多个行业，成为现 代工业不可或缺的关键材料之一。 一、PVDF材料概述 作为Kynar PVDF系列的基础型号，710型号以其均衡的性能著称。它具有较高的拉伸强度和断裂伸长率，良好的 耐候性和耐腐蚀性，适用于一般工业环境下的结构件和部件制造。此外，710还具有良好的加工性能，可通过注 塑、挤出、压延等多种方式成型，便于大规模生产。 2. Kynar PVDF 720 与710相比，720型号在保持基本性能的同时，更加注重耐候性的提升。经过特殊配方优化，720能够更长时间地抵 御紫外线辐射和极端温度变化，是户外建筑外墙、屋顶材料及光伏背板等领域的理想选择。其表面处理技术也使 得720在涂装后展现出更加持久的色彩和光泽。 3. Kynar PVDF 740 740型号则侧重于高温环境下的应用。通过改进聚合工艺和添加剂配方，740的长期使用温度显著提高，能够在高 温下保持稳定的物理和化学性能。这一特性使其 ...

Core Insights - PVDF (Polyvinylidene Fluoride) is a high-performance fluoropolymer that demonstrates exceptional properties across various industrial sectors, with Arkema's Kynar series being particularly well-received in the market [1] Group 1: Product Characteristics - Kynar 710 is known for its balanced performance, featuring high tensile strength and elongation at break, ensuring stability and toughness under external forces [3] - Kynar 720 enhances weather resistance, optimized to withstand UV radiation and extreme temperature variations while maintaining basic performance [4] - Kynar 740 excels in high-temperature environments, with improved polymerization processes and additive formulations that allow it to maintain stable physical and chemical properties at elevated temperatures [4] Group 2: Application Areas - Kynar 710 is widely used in general industrial environments for structural components and protective layers in chemical pipelines, storage tanks, and reactors [3] - Kynar 720 is preferred for outdoor construction and photovoltaic applications due to its enhanced weather resistance [6] - Kynar 740 is significant in chemical, electronic, and high-temperature working environments, such as chemical pipelines and heat exchangers [4][6] Group 3: Market Position - The different models of PVDF products collectively form a rich product line within Arkema's Kynar series, catering to diverse industrial demands for high-performance materials [6]

| 品种 | 核心观点 | 主要逻辑及价格区间 | | --- | --- | --- | | 原油 | 高位震荡 | 伊以冲突不确定性上升，油价高位震荡。当前核心驱动由供需转为地缘政 | | | | 治，伊以冲突走向将主导油价，短期市场较为担忧战火扩大，极端情况下， | | | | 伊朗可能封锁霍尔木兹海峡。策略：双买期权策略。SC【530-570】 | | LPG | | 成本端油价走强，基本面边际改善，液化气短线偏强。原油受伊以冲突带 | | | | 动走强，成本端利好；下游化工需求有所回升，PDH、MTBE 开工率上升； | | | 偏强 | 库存端利好，厂库和港口库存均下降。策略：短线偏强，波动加剧，双买 | | | | 期权。PG【4300-4400】 | | L | 空头反弹 | 成本支撑好转，期现齐涨，华北基差为-18（环比-17），关注后续库存去 化力度。本周装置重启计划偏多，预计产量继续增加；社会库存转为累库， | | | | 农膜需求淡季，下游补库动力不足，后市中游存在继续累库风险。策略： | | | | 短期地缘冲突尚不明朗，空单减持。基差维持负值，上游企业可择机卖保。 | | | | ...

一代材料，一代产业，风起云涌的工程塑料行业，需要榜样的力量！"2025中国国际工程塑料产业 创新评选--新 塑奖"活动，以"创新塑造未来"为主题，专注于挖掘工程塑料 新材料、新工艺、新设 备 等产业创新点。评选设有 "创新材料奖"、"创新工艺改进奖"、"创新行业解决方案奖" 三大奖 项，旨在宣传行业内的优秀企业，传递企业创新的点滴信息，表彰工程型料行业的佼佼者，以此推 动整个工程型料行业乃致整个塑料行业的发展。 2025新塑奖火热报名中...... 扫码了解＆报名 现将本届参评企业宣传如下，欢迎感兴趣的朋友咨询了解： 1 济诺新材料科技（江苏）有限公司 2 柔性聚酰亚胺泡沫制品 柔性聚酰亚胺泡沫制品是一类轻质、开孔、无毛细、阻燃、绝热和隔音的高性能高分子材料，可加 工成各种尺寸和形状，满足各种空间和表面的使用要求。各产品系列充分体现了柔性聚酰亚胺泡沫 制品在不同应用领域的优良特性： 轻质 ，密度6~30kg/m3，减重效果明显 本征阻燃 ，无需阻燃剂，氧指数可超40 隔热性能优良 ，明显降低非受热面的温度 防火性能突出 ，燃烧时无火焰、熔滴，无烟或极低产烟量，无烟毒 耐高温 ，最高可达300℃以上，热分解温度 ...

【DT新材料】 获 悉， 6月12日， 苏州宜可生物科技有限公司 项目签约仪式在太湖新城隆重举行，并 于同日取得营业执照。 据悉，苏州宜可生物是 全球第一家拥有PCT专利生产PHA生物塑料树脂的企业 ，专注于可完全降解的 PHA生物塑料的研发与生产，致力于为 食品包装、医疗包装等领域提供高性能环保材料解决方案 ，产 品凭借其优异物性已成功应用于多个行业，并与多所大学开展产学研合作。 PHA材料正迎来快速增长的市场机遇 据统计，2023年全球PHA微球和PHA生物塑料市场销售额1.88亿美元，预计2030年将达到 3.67亿 美元 ，2024-2030年复合增长率为10.1%，具有较好的发展空间。 目前， 全球前五大PHA厂商 包括Danimer Scientific、钟渊化工（KANEKA）、CJ、天安生物、Biomer，共占有85%以上的 市场份额。 中国PHA行业现处于初始阶段 ，主要企业有 微构工场、蓝晶微生物、宁波天安、珠海 麦德发、湖北微琪生物 等。 PHAs 在生物降解和生物相容上比传统塑料具有优势， 但最大问题就是生产成本高于传统塑料 （原 料成本占比仍高达60%（粮食基碳源）；产品纯出厂价为4 ...

央视网消息：国家信息中心最新发布的多项先行指标显示，今年5月我国经济多领域"热力"升腾，折射出经济向好向"新"、活力强劲。首先来看投资，5 月份，政府投资持续加力，各类项目落地呈现提速态势。 国家信息中心工业园区生产热度指数显示，5月该指数同比增长21.2%，较上月提升0.3个百分点，生产活力维持在高位运行，意味着产业集聚效应在不 断增强，产业链、供应链的稳定性与协同性持续提升，显示出了产业发展的强劲动力。 其中，传统行业开工热度普涨。国家信息中心基于31种工业产品开工率构建的工业品开工热度指数同比上涨1.0个百分点，环比上涨1.4个点。纺织、化 工、钢铁、塑料等主要品类产品指数提升明显，显示出传统产业在市场需求的拉动以及政策的助力下，正加快复苏与转型升级的步伐。 此外，企业创新活力持续迸发。国家信息中心关于初创企业、技术创新型企业的经营活力指数，5月同比均实现20%以上的增长，增速较上月提升显 著。 最新数据显示，5月份，全国挖掘机指数为47.34%。从省份来看，有16个省份正在"提速快跑"，安徽、北京、浙江、吉林、辽宁的开工率位列全国前 五。 从区域来看，东北地区开工率达到了60.39%，位居各地区第一。 ...