今天，上证指数迎来7月"开门红"，A股全天成交额近1.5万亿元。 从盘面看，芯片产业链全线走强，凯美特气等多股涨停；银行股反弹，建设银行、浦发银行等再创历史 新高；创新药概念午后大涨；化工股反弹，亚星化学（600319）8分钟拉升涨停。券商股回落，天风证 券等下跌；高位股回落，此前大涨的弘业期货、英联股份跌停。 截至收盘，沪指涨0.39%，深证成指涨0.11%，创业板指跌0.24%。 创新药概念股午后大涨 创新药概念股午后大涨。 截至收盘，前沿生物"20CM"涨停，科兴制药、悦康药业涨超15%。 | 科兴制药 | 44.19 +15.62% +9.84% | | --- | --- | | 688136 | | | 悦康药业 | 22.00 +15.55% +4.27% | | 688658 | | | 舒泰神 | 43.00 +15.34% +25.66% | | 300204 | | | 一品红 | 57.50 +14.72% +12.83% | | 300723 | | | 荣昌生物 | 68.39 +13.04% -2.86% | | 688331 | | | 热景生物 | 156.40 +11.60 ...

织造需求偏弱打击市场信心，乙二醇无新进利好支撑 www.thqh.com.cn 一、日度市场总结 乙二醇主力期货价格三日累计下跌0.46%至4294元/吨，华东现货价格同步 下跌0.23%至4330元/吨。基差由26元/吨扩大至46元/吨，表明现货相对期 货表现强势。跨期价差呈现分化，近月1-5价差贴水扩大至-21元/吨，反映 市场对中期供需格局的谨慎预期。 成本端油制工艺延续深度亏损，石脑油制、乙烯制、甲醇制利润分别 为-102.5美元/吨、-982.18元/吨和-1543.37元/吨，煤制工艺也维持-292 元/吨亏损，各工艺成本倒挂未见改善。 产业链数据显示生产端维持低弹性，乙二醇总体开工率持平62.97%，煤制 与油制开工分别稳定在58.59%和65.91%。 需求端聚酯工厂负荷持续保持89.42%高位，江浙织机负荷稳定于63.43%， 但终端订单未见显著增量。 港口库存出现结构性分化，华东主港总库下降3.1万吨至50.57万吨，但张 家港单周累库1.9万吨，叠加到港量增至12.84万吨（环比+14.64%），显性 库存压力出现区域性反弹，预计去库节奏将趋缓。 当前乙二醇价格呈现弱成本定价特征，产业链 ...

中盐化工（600328）公告，2025年6月30日，公司通过公开竞拍方式，以人民币92.9万元获得内蒙古自 治区阿拉善左旗吉兰泰镇天然碱矿普查探矿权。探矿权勘查项目名称为吉兰泰天然碱探矿权，探矿权人 为中盐内蒙古化工股份有限公司，勘查面积为14.57平方公里，出让期限为5年。 ...

金融界2025年7月1日消息，国家知识产权局信息显示，山东华鲁恒升化工股份有限公司取得一项名 为"一种工厂废气环保净化设备"的专利，授权公告号CN223042375U，申请日期为2024年08月。 专利摘要显示，本实用新型涉及的一种工厂废气环保净化设备，包括净化箱、进气管和排气管，还包括 过滤板、U形固定板和过滤板拉出机构，通过本方案，当对净化箱内部装配的过滤板进行拆卸时，挡板 带动圆杆移动使移动板带动推板将过滤板在U形固定板内移动，直至完全脱离U形固定板，快速方便维 护清理过滤权，从而有效解决了传统的工厂废气环保净化设备中过滤网使用螺母和螺栓进行装配，不便 于对过滤网拆卸清洗和及时更换的问题，同时，当需要对净化设备进行搬运时，拉动连接杆带动L形板 转动和净化箱接触，使L形板角度固定，此时，便可对净化设备进行搬运，达到了解决传统的工厂废气 环保净化设备，由于净化箱外部没有着力点，不便于对净化设备进行搬运的问题。 天眼查资料显示，山东华鲁恒升化工股份有限公司，成立于2000年，位于德州市，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212321.9998万人民币。通过天眼查大数据分析，山东 华 ...

Group 1 - The company Tongyu New Materials (Guangdong) Co., Ltd. is set to launch its IPO on July 1, with a share price of 84.00 yuan and an issuance of 10 million shares [1] - The company aims to raise 1.3 billion yuan, with 1.2 billion yuan allocated for a 200,000-ton electronic resin project in Jiangxi and 100 million yuan for working capital [2][3] - The electronic resin project has a total investment of approximately 1.5 billion yuan and is expected to be completed by July 2024, with a production capacity of 152,000 tons per year [3] Group 2 - The company's revenue for 2022, 2023, and 2024 is projected to be approximately 1.193 billion yuan, 886 million yuan, and 952 million yuan, respectively, indicating a decline in 2023 followed by a slight recovery in 2024 [8] - Net profit for the same years is expected to be around 188 million yuan, 164 million yuan, and 143 million yuan, showing a continuous decrease [10] - In the first quarter of 2025, the company reported a net profit of 33.14 million yuan, a decrease of 4.43% year-on-year, despite a 25.60% increase in revenue [12][10] Group 3 - The company's R&D expenses as a percentage of revenue were 2.88%, 2.23%, and 1.25% for 2022, 2023, and 2024, respectively, which is lower than the industry average [14][15] - Management expenses have been significantly higher than R&D expenses, indicating a potential area for cost optimization [14] - The company attributes its lower R&D expense ratio to its focused business model and high conversion rate of R&D results [15]

甲醇日报 | 2025-07-01 伊朗甲醇进一步复工 甲醇观点 市场要闻与重要数据 市场分析 内地方面：Q5500鄂尔多斯动力煤410元/吨（+0），内蒙煤制甲醇生产利润648元/吨（-13）；内地甲醇价格方面，内 蒙北线1943元/吨（-13），内蒙北线基差162元/吨（-1），内蒙南线1960元/吨（-100）；山东临沂2270元/吨（-10）， 鲁南基差89元/吨（+2）；河南2200元/吨（+0），河南基差19元/吨（+12）；河北2185元/吨（-15），河北基差64元/吨 （-3）。隆众内地工厂库存341550吨（-25800），西北工厂库存205500吨（-31500）；隆众内地工厂待发订单240700 吨（-34080），西北工厂待发订单119500吨（-30000）。 港口方面：太仓甲醇2790元/吨（-30），太仓基差409元/吨（-18），CFR中国287美元/吨（-4），华东进口价差301元/ 吨（+87），常州甲醇2435元/吨；广东甲醇2440元/吨（-15），广东基差59元/吨（-3）。隆众港口总库存670500吨（+84100）， 江苏港口库存356500吨（+63000）， ...

Core Viewpoint - The recent increase in international crude oil prices and export orders have led to a rebound in the epoxy propane market, but the sustainability of this price increase is uncertain due to weak demand and expected supply increases [1][2][3]. Group 1: Price Trends - In the first half of the year, the price of epoxy propane in China fluctuated within a low range, forming a W-shaped curve, with a peak of 8950 yuan in early January and a low of 6810 yuan in late April [2]. - As of June 26, the average market price of epoxy propane was 7666.67 yuan, reflecting a 4.4% increase from June 1 and a 7.33% increase from the low point on June 10 [1][2]. Group 2: Supply Dynamics - The recent price increase is attributed to a reduction in supply, with major production facilities operating at low capacity and limited spot supply in the market [3]. - New production capacity expected to come online in July may exert downward pressure on prices if realized, as only one facility has resumed operations at a reduced capacity [3]. Group 3: Demand Conditions - The demand side remains weak, with downstream products not fully reflecting the price increases of epoxy propane, leading to a cautious purchasing attitude among buyers [4]. - The overall market for downstream products, such as sponges and polyether, is sluggish, with limited new orders and a general lack of buying interest due to high raw material prices [4][5]. Group 4: Market Outlook - Given the combination of concentrated supply increases and weak demand, the current price increase in the epoxy propane market is unlikely to be sustained, with expectations of a return to a weaker market condition [5].

Core Viewpoint - Wuhan Jihcang New Materials Co., Ltd. has received acceptance for its IPO on the Beijing Stock Exchange, focusing on the research, production, and sales of specialty functional materials related to surface and interface treatment [1] Financial Performance - The company reported revenues of 427 million yuan, 438 million yuan, and 517 million yuan for the years 2022, 2023, and 2024 respectively, indicating an 18.05% growth in revenue for 2024 [1] - Net profits for the same years were 56.09 million yuan, 56.21 million yuan, and 56.35 million yuan, showing a slight increase of 0.24% in net profit for 2024 [1] - Key financial metrics for 2024 include: - Revenue: 517.38 million yuan - Net profit attributable to shareholders: 56.35 million yuan - Basic earnings per share: 0.66 yuan - Weighted average return on equity: 12.94% - Net cash flow from operating activities: 91.28 million yuan [1]

智通财经7月1日电，据商务部官网，2025年6月26日，巴西外贸秘书处（SECEX）在官方日报发布2025 年第49号公告，对原产于中国的乙醇胺（葡萄牙语：Etanolaminas-monoetanolaminas e dietanolaminas， 南共市税号为29221100和29221200)作出反倾销肯定性初裁，但不采取临时反倾销措施。巴西贸易保护 局（DECOM）最终确定以美国作为"替代国"计算中国正常价值。 巴西对华乙醇胺反倾销作出初裁 ...

Group 1 - The company, Tongyu New Materials, has initiated a public offering of 10 million shares at a price of 84.00 yuan per share, with an earnings per share ratio of 23.94 times [1][3] - The main business of the company involves the research, production, and sales of electronic resins, primarily used in the production of copper-clad laminates [2] - The total number of shares issued is 10 million, with the maximum subscription limit for a single account set at 10,000 shares, and subscriptions must be in multiples of 500 shares [1][3] Group 2 - The funds raised will be allocated to a project for the annual production of 200,000 tons of electronic resin and to supplement working capital, with investments of 120 million yuan and 10 million yuan respectively [3] - Key financial indicators for the company show total assets of 15.07 billion yuan in 2024, an increase from 14.19 billion yuan in 2023 and 10.71 billion yuan in 2022 [3] - The company's net profit for 2024 is projected at 1.43 billion yuan, down from 1.64 billion yuan in 2023 and 1.88 billion yuan in 2022, indicating a declining trend in profitability [3]