Core Viewpoint - Hebei Jinniu Chemical Co., Ltd. experienced abnormal stock trading fluctuations, with a cumulative deviation exceeding 20% as of June 12, 2025, prompting a warning to investors about potential market risks [1][2]. Group 1: Stock Trading Abnormalities - The company's stock price has shown a significant short-term increase, leading to a cumulative deviation of over 20%, which is classified as abnormal trading behavior according to the Shanghai Stock Exchange rules [1]. - The latest industry static price-earnings ratio for the chemical raw materials and chemical products manufacturing sector, as of June 13, 2025, was referenced, indicating the company's stock price movements are notable within the context of industry metrics [1]. Group 2: Company Operations and Verification - The company confirmed that its production and operational activities are normal, with no significant changes in market conditions or industry policies affecting its operations [2]. - A thorough self-examination and inquiries with the controlling shareholders and actual controllers revealed no undisclosed significant matters related to the company [2]. - There were no media reports or market rumors identified that could have impacted the company's stock trading price during the abnormal trading period [2]. Group 3: Risk Awareness - The company produces and sells methanol with an annual capacity of 200,000 tons, and it has not experienced any major changes in its main business operations [2]. - Investors are advised to be cautious of the significant price fluctuations in the secondary market, as the stock's closing price has deviated significantly over three consecutive trading days [2].

为贯彻落实中国资本市场高水平对外开放，进一步完善对外开放格局，便利跨境资本投融资合作，上海 证券交易所近日组织沪市优质上市公司代表赴英国伦敦和瑞士日内瓦，开展资本市场推介与国际交流活 动。此次活动通过公司集中路演、机构一对一拜访等维度深入交流，全面展示中国资本市场的开放成果 与发展潜力。 今年以来，以DeepSeek为代表的中国科技企业受到市场关注，也推动了国际投资者对中国科技资产价 值重估。作为"硬科技"企业的集聚地，科创板对外资的吸引力大幅增强。数据显示，2025年一季度，沪 股通资金科创板持仓占比较去年四季度上升0.62个百分点。今年5月，200余家外资机构对A股公司累计 调研逾500次，澜起科技、奥普特、奥比中光等科创板公司均吸引了超过30家外资机构的调研。 本次推介活动中，上交所结合科创板的设立初衷、发展历程，介绍了科创板在支持研发创新、助力业务 出海、推动持续发展、引入长期资金、优化投资生态、引领制度改革等方面的举措和成效。外资机构普 遍表示，以科创板为代表的A股优质上市公司代表了中国经济发展和科技创新的潜力，在当前大国博弈 和经济不确定性增加的背景下，不断涌现的科技创新成果以及快速增长的公司业绩 ...

| 01 | ｜ 一周锂电新闻汇总 | | --- | --- | | 02 | ｜ "宁王"携手贝特瑞成立新公司！ | | 03 | ｜ 国轩高科斩获电池大单！ | | 04 | ｜ 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月10-11日深 | | | 圳举办 | 6月13日，甘肃瑞志新材料有限公司（以下简称：瑞志新材料）年产6万吨锂电池石墨负极材料项目在甘肃省武威市民勤红沙岗能源化工工业 集中区正式破土动工。该项目由湖南优热科技有限责任公司全资子公司瑞志新材料投资建设，总投资约14.2亿元人民币，分两期实施。 项目总投资14.2亿元，规划建设年产6万吨锂电池石墨化负极材料产能。一期工程预计2026年第一季度试产，达产后年产值近6亿元，年税收 约3600万元。项目位于甘肃武威市民勤红沙岗能源化工工业集中区，占地面积97亩。 据悉，瑞志新材料成立于2024年，注册地为甘肃省武威市，主营化学原料和化学制品制造业，专注于锂电池负极材料领域，为湖南优热科技 有限责任公司子公司。 （ 来源：综合报道、 优热科技 ） 往 期 回 顾 点击阅读原文，即可报名参会！ ...

证券代码：300522 证券简称：世名科技 苏州世名科技股份有限公司 投资者关系活动记录表 | 编号：2025-003 | | --- | | | 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 | | --- | --- | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | | 方正证券 林建东 天风证券 鲍荣富 | | | 东北证券 沈璐瑶 | | | 东财研究所 汪智谦 | | 参与单位名称及人员姓名 | 东方财富 庞月 | | | 东方财富 孟正超 | | | 华永信资本 朱大兵 | | | 灏盈投资 储达 | | 时间 | 2025年6月16日 15:00-17:00 | | 地点 | 公司行政楼十楼会议室 | | | 董事长、总裁：陆勇 | | | 董事、副总裁兼董事会秘书：吴鹏 | | 上市公司接待人员姓名 | 副总裁兼财务总监：苏卫岗 | | | 证券事务代表：吴远程 | | | 本次调研活动首先由公司董事、副总裁兼董事会秘书吴鹏先生对公 司发展历程、主营业务、主要产品等基本情况进行介绍，随后对投资 | ...

Core Viewpoint - The stock of Hongxing Development (600367) experienced a 3.50% increase today, with a turnover rate of 24.76% and a trading volume of 1.22 billion yuan, despite a net sell-off of 23.73 million yuan by brokerage seats [2][3]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate reaching 24.76%, with a total net sell of 23.73 million yuan by brokerage seats [2]. - The top five brokerage seats accounted for a total trading volume of 260 million yuan, with buying amounting to 11.8 million yuan and selling amounting to 14.2 million yuan, resulting in a net sell of 23.73 million yuan [2]. - The largest buying brokerage was Huatai Securities, which purchased 35.84 million yuan, while the largest selling brokerage was Zheshang Securities, which sold 42.80 million yuan [2][3]. Recent Performance - Over the past six months, the stock has appeared on the "Dragon and Tiger List" five times, with an average price increase of 1.77% the day after being listed and an average decline of 2.26% over the following five days [3]. - Today, the stock saw a net outflow of 129 million yuan in main funds, with large orders contributing to a net outflow of 72.02 million yuan and 56.53 million yuan respectively. However, there was a net inflow of 43.25 million yuan in the past five days [3]. Financial Results - The company reported a revenue of 533 million yuan for the first quarter, reflecting a year-on-year growth of 8.15%, and a net profit of 29.31 million yuan, which is a significant year-on-year increase of 362.50% [3].

2025.06.16-06.20 纯碱、玻璃 期货品种周报 Contents 01 中线行情分析 02 品种交易策略 03 相关数据情况 目录 中线行情分析 01 P A R T 纯碱期货 纯碱期货处于震荡阶段。 中线趋势判断 1 趋势判断逻辑 上周纯碱期货市场整体呈现震荡偏弱走势。从供应端来看，行业开 工率维持高位，部分检修装置逐步恢复，新增产能如连云港碱业、 湖北双环等在5-6月陆续投产，华昌化工点火运行、海化老厂计划 复产，行业开工负荷提升；需求方面，下游行业采购意愿偏弱，仍 主要以刚需补库为主，观望情绪浓厚。当前市场缺乏实际驱动，基 本面过剩逻辑仍存，预计纯碱期货价格仍将维持弱势震荡走势。 2 建议观望 中线策略建议 3 品种交易策略 n 上周策略回顾 上周纯碱期货市场呈震荡偏弱走势，国内纯碱装置运行恢复 使供应量维持高位，而下游采购意愿偏弱、成交活跃度不高， 叠加当前库存处于历史高位、供需格局偏宽松，预计价格仍 将维持弱势震荡。预期纯碱2509运行区间1150-1300，可考虑 空仓观望。 n 本周策略建议 上周纯碱期货震荡偏弱，供应端开工率高、新增产能投产致 负荷提升，需求端刚需补库为主、观望浓厚 ...

2025 年 6 月 5 — 7 日，巴斯夫以"'碳'路同行，创新共赢"为主题，再次亮相上海国际碳中和技 术、产品与成果博览会（简称"上海碳中和博览会"）。此次参展围绕新能源、新原料、新技术三大 板块，分享巴斯夫迈向 2050 年碳净零排放的最新进展、创新低碳技术，以及与产业链伙伴共创的 解决方案。 "在今年的上海国际碳中和博览会上，我们全面展示巴斯夫的低碳技术与解决方案，以创新共赢携手 产业链伙伴，同赴低碳未来。"巴斯夫大中华区董事长兼总裁楼剑锋博士在活动现场表示："今年是 巴斯夫在华 140 周年；百多年来，我们始终以创新和可持续，引领产业发展，助力绿色转型。如 今，中国不仅是巴斯夫投资的聚焦点，更是我们实践绿色增长的发力点。" 2024 年，巴斯夫发布全新"制胜有道"企业战略。一方面，公司将继续致力于 气候保护目标的达 成，推动自身运营的 碳减排 。另一方面，巴斯夫也将更加专注于具有可持续属性的产品，满足客户 快速增长的需求。公司设定了相应 目标：到 2030 年，将"可持续未来解决方案"在全球销售额占比 从 2023 年的 41% 提高到 50% 以上；为客户提供的循环解决方案（" Loop "产品组 ...

2025 年 6 月 5 — 7 日，巴斯夫以"'碳'路同行，创新共赢"为主题，再次亮相上海国际碳中和技 术、产品与成果博览会（简称"上海碳中和博览会"）。此次参展围绕新能源、新原料、新技术三大 板块，分享巴斯夫迈向 2050 年碳净零排放的最新进展、创新低碳技术，以及与产业链伙伴共创的 解决方案。 "在今年的上海国际碳中和博览会上，我们全面展示巴斯夫的低碳技术与解决方案，以创新共赢携手 产业链伙伴，同赴低碳未来。"巴斯夫大中华区董事长兼总裁楼剑锋博士在活动现场表示："今年是 巴斯夫在华 140 周年；百多年来，我们始终以创新和可持续，引领产业发展，助力绿色转型。如 今，中国不仅是巴斯夫投资的聚焦点，更是我们实践绿色增长的发力点。" 2024 年，巴斯夫发布全新"制胜有道"企业战略。一方面，公司将继续致力于 气候保护目标的达 成，推动自身运营的 碳减排 。另一方面，巴斯夫也将更加专注于具有可持续属性的产品，满足客户 快速增长的需求。公司设定了相应 目标：到 2030 年，将"可持续未来解决方案"在全球销售额占比 从 2023 年的 41% 提高到 50% 以上；为客户提供的循环解决方案（" Loop "产品组 ...

Core Viewpoint - The industrial economy in Sichuan is showing stable growth despite external pressures, with a focus on maintaining and increasing production levels while addressing challenges in various sectors [1][2]. Economic Performance - From January to April, the industrial added value in Sichuan increased by 7.1% year-on-year, with 35 out of 41 major industrial categories experiencing growth [2]. - The six major advantageous industries saw a 7.4% increase in added value, and high-tech manufacturing grew by 13% [2]. Project Developments - New projects such as the 120,000-ton aluminum alloy products project and the silicon-carbon negative material project have commenced production, indicating ongoing industrial activity [3]. - The establishment of new industrial parks and projects in various cities, including a 20,000-ton special-grade hydrogen peroxide project, reflects a commitment to enhancing local industrial capabilities [3]. Strategic Approaches - Sichuan is focusing on tailored strategies to support industries, including the automotive and chemical sectors, which have shown over 20% growth [4]. - The government is implementing measures to support the photovoltaic industry, including reducing financing costs and promoting product applications [4]. Business Support Initiatives - The "Enterprise Home" service system has been established to address business challenges, ensuring that companies can report issues and receive timely assistance [4]. - Ongoing efforts to facilitate market expansion for businesses include organizing supply-demand matching events and supporting participation in exhibitions to enhance brand visibility and order acquisition [4].

Group 1: Xibu Mining - The company has hedged about 50% of its external raw material purchases [1] - Major shareholder's quality assets have been injected into the listed company [1] - Annual capital expenditure is approximately 3 billion, with the Yulong Copper Phase III construction capital expenditure around 5 billion [1] - The company has not yet initiated share buybacks or equity incentive plans [1] - Strategic goals include strengthening the mining main business and refining the smelting industry, while actively expanding resource reserves and improving process levels [1] - The Yulong Copper Mine is a porphyry copper mine with good exploration potential in the deep edge [1] - The major shareholder's holding decisions are based on confidence in long-term development prospects and market environment considerations [1] Group 2: Salt Lake Co. - The company has established a potash fertilizer production capacity system of 5 million tons per year, with subsidiaries responsible for 4 million tons and 1 million tons respectively [2] - Potash fertilizer market demand is expected to remain stable with an upward trend, and international potash prices have significantly increased [2] - Chinese enterprises are accelerating overseas potash fertilizer industry layout to ensure long-term stable supply [2] - The company has mastered full-category potassium chloride processing technology, with core production lines for potassium chloride and lithium carbonate capacity being released [2] - A new 40,000 tons per year lithium salt integrated project is progressing, utilizing advanced technology to increase lithium recovery by 25%, reduce freshwater consumption by 47.4%, and decrease overall energy consumption by 50.6% [2] - The company is exploring diversified shareholder return methods to ensure continuity and stability in profit distribution policies [2] - Through refined management, optimized channels, and reduced labor costs, the company is further lowering production costs [2] - China Minmetals is assisting the company in achieving central enterprise status and enhancing core competitiveness [2] - The company is closely aligning with China's salt lake "three-step" development strategy to build a globally influential salt lake industry cluster [2] Group 3: Zhongji Renjian - The company is implementing an intelligent emergency equipment testing industrial park project in Yanqing District, Beijing, with an investment not exceeding 581.19 million [3] - The company emphasizes market value management by enhancing operational efficiency, profitability, and core competitiveness [3] - The workforce consists of 690 employees, with 65.94% in technical positions and 86.52% holding a bachelor's degree or higher [3] - The company plans strategic investments in fields such as new energy vehicle certification testing and is expanding in regions like the Greater Bay Area, Chengdu-Chongqing Economic Circle, and southeastern Henan [3] Group 4: Asset Management Overview - Shangyin Fund, established in 2013, has an asset management scale of 226.466 billion, ranking 33rd out of 210 [3] - The scale of non-monetary public funds is 166.735 billion, ranking 30th out of 210 [3] - The fund manages 102 public funds, ranking 69th out of 210, with 20 fund managers, ranking 67th out of 210 [3] - The best-performing public fund product in the past year is Shangyin Medical Health Mixed A, with a latest net value of 0.75 and a growth of 24.87% in the past year [3] - The latest public fund product raised is Shangyin National Certificate Free Cash Flow Index A, which is an index-type stock fund, with a subscription period from June 4, 2025, to June 24, 2025 [3]