通过天眼查大数据分析，长华化学科技股份有限公司共对外投资了5家企业，参与招投标项目44次，知 识产权方面有商标信息23条，专利信息100条，此外企业还拥有行政许可52个。 来源：金融界 资金流向方面，今日主力资金净流出1931.22万元，占比成交额16.9%。其中，超大单净流出329.67万 元、占成交额2.88%，大单净流出1601.54万元、占成交额14.01%，中单净流出流入333.73万元、占成交 额2.92%，小单净流入1597.48万元、占成交额13.98%。 长华化学最新一期业绩显示，截至2025一季报，公司营业总收入5.79亿元、同比减少12.51%，归属净利 润1869.76万元，同比减少15.10%，扣非净利润1809.04万元，同比减少8.61%，流动比率3.388、速动比 率2.637、资产负债率22.14%。 天眼查商业履历信息显示，长华化学科技股份有限公司，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14017.8204万人民币，实缴资本10512.8204万人民 币。公司法定代表人为顾仁发。 金融界消息 截至2025年7月29日收盘 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market activity of Quicheng Co., Ltd. as of July 29, 2025, with a stock price of 20.11 yuan, a slight decline of 0.3% [1] - The company reported total revenue of 540 million yuan for Q1 2025, reflecting a year-on-year growth of 3.25%, and a net profit attributable to shareholders of 138 million yuan, up 12.57% year-on-year [1] - Quicheng Co., Ltd. has a strong liquidity position with a current ratio of 5.299 and a quick ratio of 4.740, alongside a low debt-to-asset ratio of 11.42% [1] Group 2 - The company has made investments in 11 enterprises and participated in 29 bidding projects, indicating active engagement in business expansion [2] - Quicheng Co., Ltd. holds 12 trademark registrations and 221 patents, showcasing its commitment to innovation and intellectual property [2] - The company has obtained 87 administrative licenses, reflecting its compliance and operational capabilities within the industry [2]

【烯烃-聚烯烃】 丙烯期货日内窄幅波动。现阶段市场无明显消息面指引,装置重启带来供应增加预期,下游维持刚需买盘为 主,供需面对价格走势支撑有限,企业或仍以稳盘促销为主。 聚烯烃期货主力合约日内窄幅波动,整体延续区间整理格局。聚乙烯方面,农膜行业需求继续跟进,但整体仍 竖持随用随拿,投机备货意向不高。其余下游行业,开工变动较少。聚乙烯年内供应增加明显,尽管目前需求 端缓慢改善,但对行情整体的支撑力度有限。聚丙烯新增产能冲击叠加检修装置减少,供应预计增加。下游目 前新单跟进不足，成品库存相对高位制约下游采购积极性。且目前高温天气逐步增加更是加重下游降负荷意 愿。供需面对价格难以形成支撑。 | 11/1 | > 国技期货 | | | 化工日报 | | --- | --- | --- | --- | --- | | | | 操作评级 | | 2025年07月29日 | | 影丙烯 | なな女 | 塑料 | な女女 | 庞春艳 首席分析师 | | 纯菜 | 女女女 | 苯乙烯 | なな女 | F3011557 Z0011355 | | РХ | なな女 | PTA | ☆☆☆ | | | 乙二醇 | ★☆☆ | 短纤 ...

金融界消息 截至2025年7月29日收盘，晶瑞电材（300655）报收于10.45元，上涨0.29%，换手率 5.51%，成交量54.93万手，成交金额5.73亿元。 通过天眼查大数据分析，晶瑞电子材料股份有限公司共对外投资了15家企业，参与招投标项目29次，知 识产权方面有商标信息3条，专利信息87条，此外企业还拥有行政许可28个。 来源：金融界 资金流向方面，今日主力资金净流入3176.74万元，占比成交额5.54%。其中，超大单净流入1100.07万 元、占成交额1.92%，大单净流入2076.68万元、占成交额3.62%，中单净流出流出717.40万元、占成交 额1.25%，小单净流出2459.34万元、占成交额4.29%。 晶瑞电材最新一期业绩显示，截至2025一季报，公司营业总收入3.70亿元、同比增长12.17%，归属净利 润4350.26万元，同比增长582.15%，扣非净利润921.52万元，同比增长16887.71%，流动比率5.159、速 动比率4.820、资产负债率29.59%。 天眼查商业履历信息显示，晶瑞电子材料股份有限公司，成立于2001年，位于苏州市，是一家以从事化 学原料和化 ...

天眼查商业履历信息显示，江西国科军工集团股份有限公司，成立于2007年，位于南昌市，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17570.1557万人民币，实缴资本10300万人民 币。公司法定代表人为毛勇。 资金流向方面，今日主力资金净流入4055.66万元，占比成交额7.16%。其中，超大单净流入5890.28万 元、占成交额10.39%，大单净流出1834.62万元、占成交额3.24%，中单净流出流入162.17万元、占成交 额0.29%，小单净流出4217.83万元、占成交额7.44%。 国科军工最新一期业绩显示，截至2025一季报，公司营业总收入1.25亿元、同比减少32.11%，归属净利 润2869.13万元，同比减少12.96%，扣非净利润1515.92万元，同比减少50.06%，流动比率2.907、速动比 率2.601、资产负债率25.70%。 金融界消息 截至2025年7月29日收盘，国科军工（688543）报收于55.28元，上涨2.39%，换手率 8.93%，成交量10.36万手，成交金额5.67亿元。 通过天眼查大数据分析，江西国科军工集团股份有限公司共对外投资了6 ...

Report Industry Investment Rating - No relevant information is provided in the report Core Viewpoints - Ethylene glycol may maintain a fluctuating and relatively strong pattern in the short term, but its upward space is limited in the medium term. Cost - side support has marginally improved, and port inventory has been continuously decreasing, providing upward momentum for prices. However, downstream polyester and loom loads remain stable, lacking demand growth, and the increase in arrival volume may gradually turn into inventory pressure. If the price fluctuations of crude oil and coal intensify, the cost center of ethylene glycol may shift down again, and there is a risk of the price falling after a spike [3] Summary by Directory 1. Daily Market Summary Futures Market Data Changes - The price of the ethylene glycol futures main contract has risen for three consecutive days, from 4,453 yuan/ton to 4,543 yuan/ton, an increase of about 2%. The spot price in East China remained stable at 4,595 yuan/ton, causing the basis to narrow from 64 yuan/ton to 37 yuan/ton, and the discount range decreased, reflecting a stronger sentiment in the futures market. The 1 - 5 spread rebounded from - 39 yuan/ton to - 23 yuan/ton, and the pressure on the far - month contract was slightly relieved [1] - The trading volume of the main contract increased to 316,600 lots, reaching a recent high, indicating increased market activity and a stronger willingness of long - position funds to enter the market [1] Supply - demand and Inventory Changes in the Industrial Chain - Supply: The overall ethylene glycol operating rate remained stable at 62.96%, and the operating rates of coal - based and oil - based plants were maintained at 61.51% and 63.94% respectively, with no obvious increase in supply. The loss of naphtha - based production profit narrowed slightly to - 79.67 US dollars/ton, and the coal - based production profit remained at - 110 yuan/ton. Cost - side pressure still existed but did not worsen further [2] - Demand: The load of polyester factories remained stable at 89.42%, and the load of looms in Jiangsu and Zhejiang remained at 63.43%. Terminal demand showed no obvious change, and downstream replenishment was mainly for rigid demand [2] - Inventory: The inventory at the main ports in East China decreased by 19,000 tons week - on - week to 475,000 tons, and the inventory in Zhangjiagang decreased by 9,000 tons to 148,000 tons, with short - term destocking accelerating. However, the arrival volume increased by 27,000 tons month - on - month to 159,000 tons, and the subsequent inventory accumulation pressure may gradually appear [2] 2. Industrial Chain Price Monitoring - Futures: The main contract price of MEG futures decreased by 79 yuan/ton to 4,464 yuan/ton, a decrease of 1.74%. The trading volume decreased by 75,533 lots to 241,057 lots, a decrease of 23.86%. The open interest decreased by 21,692 lots to 258,742 lots, a decrease of 7.74% [5] - Spot: The spot price in the East China market decreased by 95 yuan/ton to 4,500 yuan/ton, a decrease of 2.07% [5] - Spreads: The MEG basis increased by 79 yuan/ton to 116 yuan/ton, an increase of 213.51%. The 1 - 5 spread decreased by 13 yuan/ton to - 36 yuan/ton, a decrease of 56.52%. The 5 - 9 spread increased by 43 yuan/ton to 64 yuan/ton, an increase of 204.76%. The 9 - 1 spread decreased by 30 yuan/ton to - 28 yuan/ton, a decrease of 1,500.00% [5] - Profits: The naphtha - based production profit decreased by 9 US dollars/ton to - 92 US dollars/ton, a decrease of 10.82%. The ethylene - based production profit remained unchanged at - 586 yuan/ton. The methanol - based production profit increased by 177 yuan/ton to - 1,096 yuan/ton, an increase of 13.88%. The coal - based production profit remained unchanged at - 110 yuan/ton [5] - Operating Rates: The overall ethylene glycol operating rate, coal - based operating rate, oil - based operating rate, polyester factory load, Jiangsu and Zhejiang loom load, ethylene - based operating rate, and methanol - based operating rate all remained unchanged [5] - Inventory and Arrival Volume: The inventory at the main ports in East China decreased by 19,000 tons to 475,000 tons, a decrease of 3.85%. The inventory in Zhangjiagang decreased by 9,000 tons to 148,000 tons, a decrease of 5.73%. The arrival volume increased by 27,000 tons to 159,000 tons, an increase of 20.45% [5] 3. Industry Dynamics and Interpretations - On July 28, in the morning, the negotiation in the East China US - dollar market moved down, with near - month shipments negotiated in the range of 526 - 530 US dollars/ton, and no transactions were heard. In the afternoon, the center of the East China US - dollar market fluctuated narrowly, with near - month shipments negotiated in the range of 527 - 530 US dollars/ton, and no transactions were heard [6] - On July 28, the spot price of the ethylene glycol market in Shaanxi was raised, with the market average price around 4,000 yuan/ton for self - pick - up. There was still pressure on spot transactions, but the price of Shaanxi supplies was raised due to the continuous increase in coal prices [6] - On July 28, the mainstream market performed poorly, and the price in the South China market followed the decline. Near the end of the month, the enthusiasm of downstream factories to purchase goods was limited, and no transactions were heard in the market, with the current price around 4,550 yuan/ton for delivery [6] - On July 28, the oil price fell over the weekend, and the market recovered in the morning, but the impact of the cost side was limited. The ethylene glycol market opened lower. Affected by the macro - environment, commodities collectively corrected, and the current negotiation price in East China was around 4,510 yuan/ton [6] 4. Industrial Chain Data Charts - The report includes charts such as the closing price and basis of the ethylene glycol main contract, ethylene glycol production profit, domestic ethylene glycol plant operating rate, downstream polyester plant operating rate, ethylene glycol inventory statistics at the main ports in East China (weekly), and total ethylene glycol industry inventory [7][9][11]

纯碱玻璃产业日报 2025-07-29 度有望增加。需求端当前地产形势不容乐观，房地产依旧表现低迷，下游深加工订单下滑，采购以刚需为 免责声明 主，汽车玻璃厂备货量增加难以抵消地产相关需求疲软，光伏玻璃需 求也面临库存压力。整体回调概率加 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 大，纯碱玻璃基差维持正常范围，后续市场交易更多是政策预期，今日玻璃延续下跌，多头资金获利了结 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 纯碱主力合约收盘价(日,元/吨) | 1318 | 2 玻璃主力合约收盘价(日,元/吨) | 1188 | -35 | | | 纯碱与玻璃价差(日,元/吨) | 130 | 37 纯碱主力合约持仓量(日,手) | 843601 | -108312 | | | 玻璃主力合约持仓量(日,手) | ...

据中国贸易救济信息网，7月28日，欧盟委员会发布公告，对原产于中国、泰国2国及中国台湾地区的环 氧树脂作出反倾销肯定性终裁：裁定江苏三木集团有限公司反倾销税为17.3%，中国中化集团有限公 司、江苏瑞恒新材料科技有限公司、南通星辰合成材料有限公司、江苏扬农锦湖化工有限公司反倾销税 均为33.0%，其他合作企业反倾销税为23.0%、中国其他生产商/出口商反倾销税为33.0%；泰国生产商/ 出口商反倾销税为29.9%；中国台湾地区生产商/出口商反倾销税为10.8%—11.0%。同时，终止对原产于 韩国涉案产品的反倾销调查。本案倾销调查期为2023年4月1日至2024年3月31日，损害调查期为2020年1 月1日至倾销调查期结束。措施自公告发布次日起生效。 2024年7月1日，欧盟委员会对原产于中国、韩国、泰国3国及中国台湾地区的环氧树脂发起反倾销调 查。 ...

Group 1 - The core point of the article is the application of a patent by Sinopec for a composite electrode material that includes an olive-shaped heterogeneous symbiotic oxide/graphene, which shows high cycling efficiency and specific capacity [1] - The patent application was filed on January 2024, and the publication number is CN120388994A [1] - The composite material consists of graphene and two types of metal oxide particles, which are one-dimensional nanoparticles, enhancing charge-discharge stability and performance [1] Group 2 - Sinopec, established in 2000, is primarily engaged in oil and gas extraction, with a registered capital of approximately 12.17 billion RMB [1] - The company has invested in 263 enterprises and participated in 5000 bidding projects, holding 5000 patent information and 45 trademark records [1] - Sinopec (Beijing) Chemical Research Institute, founded in 2021, focuses on the manufacturing of chemical raw materials and products, with a registered capital of 100 million RMB [2] - The research institute has invested in 4 enterprises and participated in 1268 bidding projects, holding 1661 patent records and 16 trademark records [2]

Report Industry Investment Ratings - PX: Unilateral trend is weakening, rated as "Weak" [1][8] - PTA: Weak, with basis reverse arbitrage and monthly spread positive arbitrage opportunities, rated as "Weak" [1][8] - MEG: Trend turns weak, with monthly spread reverse arbitrage, rated as "Weak" [1][8] Core Viewpoints - PX's price decline is a correction after the sharp rise on July 25, and future Asian supply will gradually increase; PTA's spot supply pressure increases, and attention should be paid to basis and monthly spread arbitrage; MEG is short - term bearish due to supply pressure and other factors [3][9][10] Market Overview PX - End - of - day naphtha price declined, and today's PX price dropped significantly. Two September Asian spot deals were at 855 and 854, and one October deal was at 848. The decline is seen as a correction after the July 25 surge, driven by China's discussion on curbing industrial over - capacity. Crude oil's afternoon weakness added downward pressure, but its potential rebound may support PX [3][5] PTA - PTA spot price fell to 4800 yuan/ton, with a mainstream basis of 09 - 7 [5] MEG - East China main port MEG inventory is about 52.1 tons, down 1.2 tons from the previous period. Different ports have different inventory changes [6] Polyester - A 300,000 - ton polyester new device in Anhui will be put into production tomorrow. Jiangsu and Zhejiang polyester yarn sales are light, with an average sales rate of less than 30% as of 3:30 pm. Direct - spinning polyester staple fiber sales are average, with an average sales rate of 48% as of 3:00 pm [6][7] Trend Intensity - PX, PTA, and MEG trend intensities are all - 1, indicating a weak trend [8] Views and Suggestions PX - Unilateral trend turns weak, hedge on rallies. Go long PX and short PTA01 contract, short PXN on rallies. China's PX开工率 is 79.9% (1.2%), and Asia's is 72.9% (- 0.7%). Future Asian supply will gradually increase [9] PTA - Unilateral turns weak, industries can hedge on rallies. Pay attention to going long PX and short PTA on 01 contract. Basis is in reverse arbitrage, and 9 - 1 monthly spread positive arbitrage can be considered. PTA装置开工率 remains at 79.7%. Pay attention to high - valuation PTA processing fee compression positions [9][10] MEG - Short - term bearish. Pay attention to supply pressure from non - mainstream warehouse receipts. Consider shorting ethylene glycol and going long L arbitrage. Import volume will change in different months, and domestic supply is relatively loose [10][11]