Core Viewpoint - The discussion focuses on the integration of technological innovation and industrial innovation to achieve a green transformation and sustainable development in the plastic industry [2][3]. Group 1: Plastic Waste Management - Experts emphasize that waste plastics are valuable resources that can be recycled, and a comprehensive approach is needed to manage plastic pollution across all stages: synthesis, processing, application, and waste management [2][3]. - The total global plastic waste has reached 9.2 billion tons, with only 9% being recycled, 12% incinerated, and 79% either landfilled or accumulating in the environment, leading to severe pollution [6]. Group 2: Innovations in Plastic Materials - The development of new types of plastics, such as biodegradable and chemically recyclable plastics, is crucial for addressing plastic pollution [3][4]. - Biodegradable polymers, particularly polylactic acid (PLA), are highlighted as a promising industry with potential production capacity reaching tens of millions of tons [3]. Group 3: Systematic Approaches to Plastic Pollution - Experts propose a systematic approach to tackle plastic pollution through four key areas: reducing the use of single-use plastics, developing new recyclable materials, promoting bio-based plastics, and enhancing research on biodegradable plastics that can decompose into carbon dioxide and water [4]. Group 4: Event Overview - The event was organized by the Chinese Academy of Sciences' Association of Retired Scientists and the Major Science and Technology Task Bureau [5].

Core Viewpoint - The POM (Polyoxymethylene) engineering from South Korea is gaining significant attention in the context of global economic integration, highlighting its importance in various industries such as automotive, electronics, and electrical appliances [1][9]. Group 1: Material Characteristics - POM is recognized for its high performance, exhibiting excellent strength, wear resistance, and chemical resistance, making it suitable for precision components [1][9]. - South Korean POM benefits from stable raw material sources, ensuring high purity and consistency, which enhances the performance of the final products [3]. Group 2: Production and Technology - The production process of South Korean POM is mature, with advanced equipment and technology leading to significant improvements in production efficiency [3]. - Strict control over production parameters such as temperature and pressure ensures high quality across batches, contributing to superior performance in high-load and high-strength applications [4]. Group 3: Market Services and Competitive Edge - South Korean distributors demonstrate a deep understanding of the Chinese market, offering customized solutions and technical support, which differentiates them from competitors [6]. - Despite higher production costs, the performance advantages of South Korean POM allow for competitive pricing, with efficient logistics and supply chain management reducing operational costs for customers [6]. Group 4: Industry Applications - POM is widely used in the automotive industry for manufacturing precision parts like gears and bearings, which require high strength and wear resistance [9]. - In the electronics sector, POM is utilized for products such as housings and connectors, effectively protecting internal components and extending product lifespan [7]. Group 5: Future Outlook - The market for POM remains promising, with increasing demand for high-performance materials expected to drive further applications across various industries [9]. - Continuous technological advancements and market expansion efforts will be crucial for South Korean POM engineering to maintain its competitive position [9].

Summary of Key Points Core Viewpoint - The Beijing Stock Exchange (BSE) has seen a decrease in trading volume and value over the past week, with a total of 266 listed companies and a total share capital of 37.067 billion shares as of June 8, 2025 [2][3]. Trading Activity - The weekly trading volume from June 2 to June 8 was 4.547 billion shares, a decrease of 28.37% compared to the previous week [3]. - The weekly trading value was 99.367 billion yuan, down 21.90% from the previous week [3]. - The average trading price increased by 9.04% to 21.85 yuan [3]. - The BSE 50 Index rose by 1.30% to 1427.06 points, with 28 stocks increasing, 1 remaining flat, and 21 declining [3]. New Listings and Applications - One company submitted a registration application and another had its listing application accepted during the week [5][9]. - As of June 8, 2024, there are 76 companies awaiting review, including 10 under "accepted," 56 under "inquiry," and 9 under "submitted for registration" [5]. - Three companies passed the counseling acceptance during the week [12]. Company Highlights - Hebei Shichang Automotive Parts Co., Ltd. plans to raise 171 million yuan for a new energy high-pressure oil tank project and working capital, with projected revenue growth of 22.05% in the first half of 2025 [8]. - Guangxi Senhe High-tech Co., Ltd. aims to raise 490 million yuan for an environmentally friendly precious metal extraction agent project, with revenue growth from 3.02 billion yuan in 2022 to 6.23 billion yuan in 2024 [11]. - Guangdong Banzhe Chuangke Electric Co., Ltd. passed counseling acceptance, reporting net profits of 108 million yuan and 148 million yuan for 2023 and 2024, respectively [13][14]. - Tianbo Information Technology Co., Ltd. also passed counseling acceptance, with net profits of 29.59 million yuan and 46.41 million yuan for 2023 and 2024 [15][16]. - Ying's Holdings Group Co., Ltd. reported net profits of 216 million yuan and 190 million yuan for 2023 and 2024, respectively, and passed counseling acceptance [17]. Counseling and Applications - Three companies entered the counseling period during the week [18]. - Two companies submitted counseling materials [25].

证券研究报告 | 行业定期报告 2025 年 06 月 09 日 印度钾肥大合同落地，建议关注化工新材料及涨价题材 招商化工行业周报 2025 年 6 月第 2 周 周期/化工 本报告阐述了基础化工板块一周行情走势、产品价格及价差变化、重点推荐子 行业及公司。 板块整体走势 6 月第 2 周化工板块（申万）上涨 2.61%，上证 A 指上涨 1.14%，板块领先 大盘 1.47 个百分点。涨幅排名前 5 的个股分别为：联化科技（+53.11%）， 领湃科技（+34.39%），科恒股份（+31.13%），利民股份（+20.7%），奥 克股份（ +20.48% ）；跌幅排名前 5 的个股分别为：同大股份（ - 13.64%），恒天海龙（-11.44%），渝三峡 A（-9.02%），红宝丽（- 8.5%），安纳达（-7.95%）。此外，本周化工板块（申万）动态 PE 为 24.58 倍，低于 2015 年来的平均 PE 9.86%。 细分子行业走势 6 月第 2 周化工行业 18 个子行业上涨，12 个子行业下跌。上涨子行业前五 是：农药（ +7.51% ），民爆用品（ +4.4% ），氟化工及制冷剂 （+3.99 ...

内容价值 相关产品年报名称 《2025年中国聚丙烯市场半年度深度数据目录》 全球PP货物流向半年报：产能过剩，中国增速亮眼 目 录 第一章 报告摘要 第二章 全球PP产能扩张仍在加速，供应逐渐转向过剩 2.1 存量产能施压VS新增产能预期 供应端持续承压 2.2 全球进口贸易流向在市场内卷加剧下悄然生变 报告简介 全球聚丙烯仍处于投产周期，高投产量也使得行业供应逐渐转向过剩，而投产分布来看中国投产产能增速最为亮眼，内贸消耗不及下出口也成了必经趋 势。经过数年的布局中国出口市场在价格优势的带动下体量屡创新高，流向也逐渐发散，使得全球贸易流向也发生变化。本报告结合全球聚烯烃供需格局 以及成本宏观变化对于聚丙烯行业进行现状梳理及未来展望。 2.2.1全球主要进口区域聚焦近洋 贸易伙伴亚洲为主 （1）全球化视角看聚丙烯行业变化，细颗粒度进出口数据可以更好把控PP行业变化，清晰看出区域变动。 （2）报告由上半年行情影响大事记为切入点，进而引出基本面变化，进出口变化以及贸易流向变化多视角剖析行业变化因素。 （3）进口缩量出口扩增的背景下，对于具体货源类型及体量也有更高的兴趣，经过深入调研整理数据图表对现状进行全面分析。 ...

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend of 0.84 RMB per 10 shares, totaling 10,012,800 RMB to be distributed to shareholders [1][2]. Group 1: Profit Distribution Plan - The profit distribution plan was approved at the 2025 annual shareholders' meeting, with a base of 119,200,000 shares after deducting 800,000 shares held in the company's repurchase account [1]. - The cash dividend of 0.84 RMB per 10 shares is inclusive of tax, with specific tax implications for different types of shareholders [2][3]. - The total cash dividend to be distributed amounts to 10,012,800 RMB, and there will be no stock dividends or capital reserves converted into share capital [1][2]. Group 2: Key Dates and Participants - The record date for the profit distribution is set for June 13, 2025, and the ex-dividend date is June 16, 2025 [3]. - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shenzhen Branch as of the record date [3]. Group 3: Adjustments and Commitments - The company plans to maintain the per-share distribution ratio even if there are changes in the total share capital before the record date [2]. - The minimum selling price commitment by major shareholders has been adjusted from 18.43 RMB per share following the profit distribution [4].

证券代码：301131 证券简称：聚赛龙 公告编号：2025-030 债券代码：123242 债券简称：赛龙转债 广州市聚赛龙工程塑料股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）第三届董事会第 二十五次会议于 2025 年 6 月 9 日在公司会议室通过现场结合通讯表决方式召开， 会议通知于 2025 年 6 月 4 日以电子邮件方式发出。本次会议应参加会议董事 9 人，实际参加会议董事 9 人。本次会议由董事长郝源增先生召集并主持。本次会 议的召集、召开与表决程序符合有关法律、行政法规、部门规章、规范性文件和 《公司章程》的规定。 二、董事会会议审议情况 经与会董事审议，以现场结合通讯表决方式通过了如下议案： （一） 《关于董事会换届选举暨提名第四届董事会非独立董事候选人的议案》 鉴于公司第三届董事会任期已届满，经公司提名委员会对第四届董事会非独 立董事候选人任职资格的审核，董事会同意提名郝源增、任萍、郝建鑫、杨辉、 袁海兵为公司第四届董事会非独立董事候选人，并提交 ...

Core Viewpoint - The report outlines the issuance of convertible bonds by Guangzhou Jusa Long Engineering Plastics Co., Ltd., detailing the terms, conditions, and implications for bondholders [1][2][16]. Group 1: Issuance Details - The company is issuing 2,500,000 convertible bonds with a face value of RMB 100 each, raising a total of RMB 250 million [2][3]. - The net proceeds after issuance costs amount to RMB 242,669,687.67 [2]. - The bonds will have a term of 6 years, with interest rates increasing from 0.30% in the first year to 2.80% in the sixth year [3][4]. Group 2: Bond Terms - The bonds will pay interest annually, with the first payment occurring one year after issuance [4][5]. - The initial conversion price is set at RMB 36.81 per share, subject to adjustments based on various corporate actions [5][6]. - The conversion period starts on January 12, 2025, and ends on July 7, 2030 [5][6]. Group 3: Redemption and Buyback Provisions - The company has the right to redeem the bonds at 115% of the face value plus accrued interest under certain conditions [9][10]. - Bondholders can sell back their bonds to the company if the stock price falls below 70% of the conversion price during the last two interest years [11][12]. Group 4: Use of Proceeds - The funds raised will be allocated to specific projects as outlined in the offering documents, with a total investment requirement of RMB 300.45 million [13][14]. - The company will self-fund any shortfall if the actual proceeds are less than the required amount [14]. Group 5: Impact on Shareholders - The bond issuance and subsequent conversion price adjustments will not adversely affect the company's operational capabilities or debt repayment ability [16]. - The company plans to distribute cash dividends totaling RMB 19,589,800, impacting the conversion price of the bonds [15][16].

证券代码：301131 证券简称：聚赛龙 公告编号：2025-032 债券代码：123242 债券简称：赛龙转债 广州市聚赛龙工程塑料股份有限公司 关于召开 2025 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日召开第三届董事会第二十五次会议，审议通过了《关于召开 2025 年第一次临 时股东会的议案》，公司决定于 2025 年 6 月 25 日召开 2025 年第一次临时股东 会。现将具体情况公告如下： 一、召开会议的基本情况 了《关于召开 2025 年第一次临时股东会的议案》，本次股东会的召集程序符合有 关法律、行政法规、部门规章、规范性文件和《公司章程》等规定。 （1）现场会议时间：2025 年 6 月 25 日（星期三）14:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025 年 6 月 25 日 9:15-9:25、9:30-11:30，13:00-15:00；通过深圳证券交易 所互联网投票系统投票的 ...

证券研究报告 2025 年 6 月 9 日 星期一 【新股发行跟踪（20250609）】 一、上周新股表现情况 上周（6 月 2 日-6 月 6 日）共有 2 只新股上市，上市首日涨跌幅均值 为 37.74%。其中，无新股上市首日涨幅超 100%。上周无新股首日破发。 资料来源：东莞证券研究所，iFinD 二、周度新股上市情况走势 从周度新股上市规模来看，上周（6 月 2 日-6 月 6 日，下同）较上上 周（5 月 26 日-5 月 30 日，下同）相比，上市新股数量多 1 只，首发募资 金额多 44.03 亿元。 从周度上市新股表现来看，上周与上上周均无新股首日破发，与上上 周相比，上周首日涨幅超 100%的新股数量有所减少，上市首日涨跌幅均 值大幅下降。 资料来源：东莞证券研究所，iFinD 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。请务必阅读 末页声明。 1 表 1：上周新股表现 股票代码 股票简称 上市日期 上市 板块 发行价 格（元） 发行市 盈率 证监会行业 首日收盘 涨跌幅(%) 603049.SH 中策橡胶 ...