甲醇日报 | 2026-02-04 市场要闻与重要数据 关注伊朗就核问题与美国谈判进展 甲醇观点 内地方面：Q5500鄂尔多斯动力煤515元/吨（+0），内蒙煤制甲醇生产利润280元/吨（+0）；内地甲醇价格方面，内 蒙北线1785元/吨（+0），内蒙北线基差138元/吨（+5），内蒙南线1800元/吨（-10）；山东临沂2185元/吨（+3），鲁 南基差138元/吨（+8）；河南2000元/吨（-10），河南基差-47元/吨（-5）；河北2070元/吨（+55），河北基差83元/吨 （+60）。隆众内地工厂库存424720吨（-13700），西北工厂库存242100吨（-19300）；隆众内地工厂待发订单265660 吨（+27392），西北工厂待发订单163800吨（+13000）。 港口方面：太仓甲醇2225元/吨（-5），太仓基差-22元/吨（+0），CFR中国265美元/吨（-4），华东进口价差-29元/吨 （-5），常州甲醇2280元/吨；广东甲醇2225元/吨（-5），广东基差-22元/吨（+0）。隆众港口总库存1472051吨（+14600）， 江苏港口库存730851吨（+17900），浙江 ...

此次投资使索尔维成为实现欧洲绿色新政目标及即将实施的《可持续产品生态设计法规》(ESPR)的积 极合作伙伴。 索尔维CEO及二氧化硅业务总裁均表示，该工厂是循环经济理念落地的范本，将为全球同类工厂树立标 杆。大陆轮胎采购负责人表示，期待将该稻壳灰二氧化硅纳入轮胎生产。据悉，此举是索尔维全球循环 二氧化硅战略的一部分，计划2026年前将全球所有二氧化硅生产基地转为使用ISCC PLUS认证原料，助 力轮胎厂商推进可持续发展目标。 中化新网讯 近日，索尔维集团宣布，在意大利里窝那工厂启用了其全新生物循环二氧化硅生产设施。 新装置采用源自农业副产品稻壳灰的生物基硅酸钠，生产高分散性二氧化硅(HDS)，相比传统方法每吨 二氧化硅可减少35%的二氧化碳排放，并构建了惠及农业、工业和社区的本地循环价值链，且产品性能 与砂基二氧化硅相当。 ...

在供需宽松格局延续、市场价格承压运行的背景下，叠加国际地缘政治动荡、欧盟反倾销关税等贸易壁 垒加码，以及"双碳"目标下绿色转型政策的刚性引导，2026年国内己二酸行业正锚定绿色化、高端化方 向加速转型，在市场压力中挖掘结构性机遇。 供需宽松成定局 隆众资讯预测，2026年国内己二酸总产能将攀升至445.5万吨，总产量预计将稳定在277万吨左右，月度 产量呈缓幅上涨态势，波动区间维持在每月20万～25万吨。行业整体开工率预计在60%左右，处于历史 低位。 绿色转型拓新机 "下游尼龙66、聚对苯二甲酸-己二酸丁二醇酯(PBAT)、TPU等领域计划新增产能63.5万吨，而传统下游 浆料、鞋底原液等领域需求增量有限。若新增产能全部按时投产，按各产品对己二酸单耗核算，预计全 年可新增己二酸的消费量30万吨。"隆众资讯己二酸分析师阎晓雨表示。 2026年，己二酸行业处于政策引导、市场倒逼与技术驱动的关键转型期，环保与碳减排政策将持续推动 行业落后产能出清，产能集中度进一步提升。随着合成生物基技术突破，国内生物基己二酸产业化进程 加快，已进入万吨级示范验证期。其低碳环保特性在高端尼龙66、3D打印材料等新兴领域的应用渗透 ...

Summary of Conference Call Notes Industry Overview - The focus is on the chemical industry, specifically on companies involved in the production of TMP (Terephthalic Acid), p-nitrochlorobenzene, and various pesticides. Key Points Baichuan Co., Ltd. (TMP) - Baichuan's TMP products are currently in a state of supply-demand tension due to maintenance in both overseas and domestic production capacities, leading to a supply contraction [1] - Domestic inventory has reached zero, with the company's production capacity at 70,000 tons/year, accounting for approximately 40% of the current domestic production capacity, and the operating rate has reached 100% [1][2] - The current price of TMP is 10,500 CNY/ton, which has increased by 16% from the previous week, but is still significantly below the historical high of 31,250 CNY/ton, indicating potential for further price increases [2][3] - The company's total cost for TMP is approximately 8,000 CNY/ton, and a price increase of 10,000 CNY/ton could lead to a market capitalization increase of 7 billion CNY, given a 10x PE ratio, with the current market cap at 5.7 billion CNY [3] Guangxin Co., Ltd. (p-nitrochlorobenzene) - Guangxin's p-nitrochlorobenzene products are also benefiting from supply contraction and stable demand, particularly from the dye industry [3] - Domestic production capacity is under maintenance, leading to tight supply, while major manufacturers are strongly inclined to maintain prices [3][4] - The current price is 5,500 CNY/ton, which has increased by 1,200 CNY/ton from the previous week, but is still far from the historical high of 18,250 CNY/ton [3][4] Limin Co., Ltd. (Pesticides) - Following a working meeting in the abamectin industry, prices for abamectin (500 tons/year capacity) and methomyl (1,000 tons/year capacity) have entered an upward trend, with further price increase potential [4] - The products pyridaben (700 tons/year capacity) and imidacloprid (500 tons/year capacity) are expected to see price increases due to shortages in upstream intermediates, specifically 3-cyanopyridine and isocyanate [4] Additional Insights - The overall market sentiment is positive due to the combination of supply constraints and stable demand across the chemical sector, suggesting a favorable environment for price increases in the near future [2][3][4]

Report Summary 1. Industry Investment Rating - Not provided in the report 2. Core Viewpoint - The market sentiment of lithium carbonate has recovered, and the market performance is relatively strong [1] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Market Data**: The closing prices, trading volumes, and open interests of the 2605 and 2607 contracts of lithium carbonate are presented, along with changes compared to different time points (T - 1, T - 5, etc.). For example, the 2605 contract's closing price is 148,100, with a change of -31,500 compared to T - 5 [2] - **Basis and Price Differences**: Data on basis (e.g., spot - 2605, 2605 - 2607) and price differences between different lithium products (e.g., electric carbon - industrial carbon, spot - CIF) are provided [2] - **Raw Material and Lithium Salt Prices**: Prices of lithium raw materials (lithium spodumene concentrate, lithium mica) and various lithium salts (battery - grade lithium carbonate, industrial - grade lithium carbonate, etc.) are given, along with their changes over time [2] - **Downstream Product Prices**: Prices of downstream products in the lithium industry chain, such as ternary materials, phosphoric acid iron lithium, and six - fluorophosphate lithium, are presented, along with their price changes [2] 3.2 Macro and Industry News - **Shanghai's Industrial Development Plan**: Shanghai will deepen the construction of an international economic center, carry out technological transformation and production line upgrades in industries like petrochemical and steel, and promote the development of industries such as intelligent connected new energy vehicles and marine economy. It will also improve cross - border financial service facilitation [3][4] - **Project Completion**: The "250,000 tons/year electrolyte solvent project" of Lihuayi Weiyuan Chemical Co., Ltd. has been fully put into production and produced qualified products [4] 3.3 Trend Intensity - The trend strength of lithium carbonate is 0, indicating a neutral view, with the range of trend strength being [-2, 2] [4]

Group 1 - The company is currently focusing its perovskite battery business on applications such as weak light power generation and underwater photovoltaics, with no current plans for space computing applications [2] - An investor inquired about the potential use of the company's perovskite batteries for space computing, indicating interest in the technology's versatility [2] - The company's response highlights its strategic focus on specific applications rather than broader or speculative uses at this stage [2]

Core Viewpoint - The company, Qixiang Tengda, has reported a recent increase in the prices of its main products, including acetone, maleic anhydride, propylene oxide, and polybutadiene rubber, indicating a positive market trend [1] Group 1: Product Performance - Recent price increases have been observed for key products: acetone, maleic anhydride, propylene oxide, and polybutadiene rubber [1] - The overall operating rate of the company's facilities is maintained above 90%, ensuring stable and continuous operation of major installations [1] Group 2: Strategic Focus - The company aims to capitalize on the upward trend in the industry by enhancing the flexible production capacity of its facilities [1] - There is a commitment to increasing the proportion of profitable products in the production mix [1] - The company plans to deepen the synergy within the industrial chain to strengthen its ability to withstand cyclical fluctuations and consolidate its competitive advantage in the industry [1]

金发科技股份有限公司，成立于1993年，位于广州市，是一家以从事橡胶和塑料制品业为主的企业。企 业注册资本263661.2697万人民币。通过天眼查大数据分析，金发科技股份有限公司共对外投资了35家 企业，参与招投标项目135次，财产线索方面有商标信息279条，专利信息3809条，此外企业还拥有行政 许可311个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，江苏金发科技新材料有限公司、珠海金发生物材料有限公司、金发科技股份 有限公司取得一项名为"一种脂肪族-芳香族共聚酯及其制备方法和应用"的专利，授权公告号 CN120923752B，申请日期为2025年10月。 天眼查资料显示，江苏金发科技新材料有限公司，成立于2010年，位于苏州市，是一家以从事化学原料 和化学制品制造业为主的企业。企业注册资本82028.7067万人民币。通过天眼查大数据分析，江苏金发 科技新材料有限公司共对外投资了3家企业，参与招投标项目48次，专利信息876条，此外企业还拥有行 政许可20个。 珠海金发生物材料有限公司，成立于2009年，位于珠海 ...

企业名称天枢智简（深圳）超材料有限公司法定代表人熊永平注册资本500万人民币国标行业制造业> 化学原料和化学制品制造业>基础化学原料制造地址深圳市南山区西丽街道松坪山社区松坪山路5号嘉 达研发大楼B座402企业类型有限责任公司营业期限2026-2-3至无固定期限 来源：市场资讯 天眼查显示，近日，天枢智简（深圳）超材料有限公司成立，法定代表人为熊永平，注册资本500万人 民币，星辰科学研究（深圳）有限公司、黄石市朗韬科技有限公司、深圳市星汉聚源科技有限公司持 股。 序号股东名称持股比例1星辰科学研究（深圳）有限公司55%2黄石市朗韬科技有限公司30%3深圳市星 汉聚源科技有限公司15% 经营范围含一般经营项目是：新材料技术推广服务；生态环境材料销售；合成材料销售；表面功能材料 销售；新型膜材料销售；耐火材料销售；化工产品销售（不含许可类化工产品）；新型催化材料及助剂 销售；生物基材料销售；高性能纤维及复合材料销售；工程塑料及合成树脂销售；新型金属功能材料销 售；新型陶瓷材料销售；金属材料销售；高性能有色金属及合金材料销售；隔热和隔音材料销售；技术 服务、技术开发、技术咨询、技术交流、技术转让、技术推广；新材料 ...

Core Viewpoint - The company is planning a significant asset acquisition through a combination of issuing shares and cash payment, aimed at enhancing its business operations and financial performance by integrating a high-growth chemical manufacturing company into its portfolio [1][37]. Group 1: Transaction Overview - The company intends to acquire 99.9978% of Xinfeng New Materials through issuing shares and cash payment, with the specific transaction price to be determined based on an asset appraisal report [8][42]. - The transaction is part of a broader strategy to seek new revenue growth points due to challenges faced in its current business, particularly in the pre-stressed concrete pipe (PCCP) sector [37][38]. - The acquisition aligns with national policies encouraging mergers and acquisitions to promote industrial upgrades and enhance corporate value [39][40]. Group 2: Financial Impact - The transaction is expected to increase the company's total assets, net assets, and operating income, thereby enhancing its financial stability and profitability [12][13]. - The integration of the target company, which specializes in high-performance chemical products, is anticipated to create new revenue streams and improve the company's overall asset quality [41][12]. Group 3: Approval Process - The transaction has already received preliminary approval from the company's independent directors and controlling shareholders, but it still requires further approvals from the shareholders' meeting and regulatory bodies [14][15]. - The completion of the transaction is contingent upon the successful appraisal and audit of the target assets, which are still ongoing [7][23]. Group 4: Investor Protection Measures - The company has committed to strict information disclosure obligations throughout the transaction process to protect investor interests, particularly for minority shareholders [17][22]. - Measures will be implemented to ensure fair pricing and compliance with legal requirements during the transaction [18][19].