深交所公告， 杭州高新材料科技股份有限公司拟披露重大事项，公司股票于6月30日开市起 停牌，待公 司通过指定媒体披露相关公告后 复牌。 ...

电话：021-58358013 | 传真：021-58358012 网址：http://www.gffirm.com | 电子信箱：gf@gffirm.com 办公地址：上海市浦东新区南泉北路 429 号泰康保险大厦 26 层 | 邮政编码：200120 上海市广发律师事务所 关于上海永冠众诚新材料科技（集团）股份有限公司 上海市广发律师事务所 关于上海永冠众诚新材料科技（集团）股份有限公司 差异化分红事项之 专项法律意见 差异化分红事项之专项法律意见 致：上海永冠众诚新材料科技（集团）股份有限公司 上海市广发律师事务所（以下简称"本所"）接受上海永冠众诚新材料科技 （集团）股份有限公司（以下简称"公司"）的委托，根据《中华人民共和国公 司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称 "《证券法》"）、《上海证券交易所上市公司自律监管指引第 7 号——回购股 份》（以下简称"《自律监管指引第 7 号》"）等法律法规、其他规范性文件以 及《上海永冠众诚新材料科技（集团）股份有限公司章程》（以下简称"《公司 章程》"）的规定，就公司 2024 年度利润分配所涉及的差异化分红特殊除权除 息处理 ...

2025 年 06 月 29 日 行业周报 看好/维持 基础化工 基础化工 化工新材料周报（20250623-20250629）： 生物航煤价格上涨，制冷剂价格维持强势 走势比较 (20%) (10%) 0% 10% 20% 30% 24/7/1 24/9/11 24/11/22 25/2/2 25/4/15 25/6/26 基础化工 沪深300 相关研究报告 << 化 工 新 材 料 周 报 （ 20250616- 20250622）： 生物航煤、溴素价格上 涨，维生素、腈纶、多晶硅价格下 滑>>--2025-06-22 <<民爆行业深度报告——行业整合 加速，需求稳健增长>>--2025-06-18 << 化 工 新 材 料 周 报 （ 20250609- 20250615）：生物航煤(SAF)、生物柴 油价格上涨，制冷剂价格维持高 位>>--2025-06-15 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点子 ...

截至2025年6月27日收盘，东方盛虹（000301）报收于8.3元，较上周的8.16元上涨1.72%。本周，东方 盛虹6月25日盘中最高价报8.49元。6月23日盘中最低价报8.04元。东方盛虹当前最新总市值548.73亿 元，在炼化及贸易板块市值排名5/31，在两市A股市值排名251/5151。 本周关注点 公司公告汇总 江苏东方盛虹股份有限公司公开发行可转换公司债券2025年跟踪评级报告显示，联合资信评估股份有限 公司维持公司主体长期信用等级为AA+，维持"盛虹转债"信用等级为AA+，评级展望为稳定。公司形成 了"原油－芳烃、烯烃－PTA、乙二醇－聚酯新材料"全产业链布局，产能规模大，产业链完整度高，产 品多元化和差异化优势明显。2024年，公司炼化一体化项目稳定运行，但受全球经济增速放缓影响，主 要产品价格下降，产品加工价差收窄，公司主业盈利能力下降，出现大额亏损，利润总额和净利润分别 为-37.14亿元和-22.84亿元。财务方面，炼化一体化项目对公司经营现金流形成正向效应，但公司债务 负担重，短期债务上升快，财务费用支出大。公司未来在建项目待投资金额较大，短期内降杠杆难度 大，整体偿债能力指标表现 ...

转自：青岛资本圈 文 | 青岛资本圈 《青岛资本圈》获悉，6月26日，据港交所文件披露，青岛国恩科技股份有限公司（以下简称"国恩股 份"）正式向港交所主板提交上市申请，招商证券国际担任其独家保荐人。这一举动标志着国恩股份在 资本市场的布局上迈出了重要一步，有望借助香港这一国际金融中心的平台，进一步提升公司的国际影 响力与竞争力。 践行 "一体两翼"，深耕大化工、大健康产业 国恩股份是一家以科技创新为核心驱动力，追求长期规模效益的综合性企业集团。公司长期践行 "一体 两翼" 的发展战略，构建起纵向一体化的产业平台，在大化工和大健康两大行业领域持续深耕。 在大化工行业领域，国恩股份深入挖掘化工新材料产业链的潜力，多维度构建 "新材料 +" 产业生态 圈，不断完善大化工产业的纵向一体化布局。公司以有机高分子材料改性业务为基础，积极向上游拓 展，延伸至苯乙烯、聚苯乙烯、可发性聚苯乙烯及聚丙烯等绿色石化材料业务。与此同时，公司在下游 产业布局上持续发力，深入挖掘电子电器、汽车工业、新能源、储能等行业的多元化应用需求。 弗若斯特沙利文的资料显示，按2024年中国高分子材料改性相关板块营收计算，国恩股份是中国第二大 的有机 ...

Core Viewpoint - Guoen Technology is a comprehensive enterprise group driven by technological innovation, focusing on long-term scale efficiency and implementing a "one body, two wings" development strategy in the large chemical and health industries [2]. Group 1: Industry Overview - In the large chemical industry, Guoen Technology is deeply engaged in the chemical new materials industry chain, building a "new materials+" ecosystem and enhancing its vertical integration layout [2]. - The company is the second-largest organic polymer material modification producer in China by revenue in 2024 and the largest producer of polystyrene by capacity [2]. - In the health industry, Guoen Technology focuses on the natural collagen industry, establishing a vertically integrated product layout from animal collagen to end products [2][3]. Group 2: Financial Performance - For the fiscal years 2022, 2023, and 2024, Guoen Technology reported total revenues of approximately RMB 13.406 billion, RMB 17.438 billion, and RMB 19.188 billion respectively [3][5]. - The net profit for the same periods was approximately RMB 724 million, RMB 540 million, and RMB 721 million respectively [3][5]. - The gross profit figures for the fiscal years were RMB 1.580 billion, RMB 1.601 billion, and RMB 1.592 billion respectively, indicating a stable gross profit margin [5].

Core Viewpoint - The article highlights the commencement of a significant project by Tangshan Yulong New Materials Technology Co., Ltd., focusing on the production of electronic-grade epoxy resin and its associated facilities, which is expected to enhance the efficiency and logistics of the industry. Group 1: Project Overview - The project involves the construction of a 150,000 tons/year electronic-grade epoxy resin facility located in the Caofeidian Chemical Industrial Park in Tangshan, which will ensure efficient operation and product transportation [1][2]. - The total investment for the project is approximately 4.56 billion yuan, which includes the establishment of upstream raw material intermediate products such as 300,000 tons/year ion membrane caustic soda and 60,000 tons/year glycerol-based epoxy chloropropane [3]. Group 2: Company Background - Tangshan Yulong New Materials Technology Co., Ltd. is a state-owned enterprise established on March 28, 2024, focusing on the promotion of new material technologies and the production of high-end chemical products, primarily electronic-grade epoxy resin and its related products [4].

Group 1 - The core viewpoint emphasizes the importance of implementing Xi Jinping's important speech during his inspection in Henan, focusing on the "two highs and four efforts" to mobilize the entire province towards modernization [1][2] - Kaifeng City has successfully completed its provincial and municipal key project targets ahead of schedule, with significant growth in the automotive manufacturing and new energy storage equipment industries, showing increases of 32.7% and 18.22% respectively [1] - The city has achieved a bumper summer grain harvest and record high cultural tourism reception and revenue, indicating a stable and improving economic situation [1] Group 2 - Kaifeng City plans to enhance confidence in high-quality development and effective governance by implementing eleven actions focused on manufacturing, aiming to establish three trillion-level industrial chains in automotive manufacturing, new chemical materials, and modern food [2] - The city aims to leverage the provincial cultural tourism development conference to transform the cultural tourism industry into a pillar, livelihood, and happiness industry [2] - There is a commitment to strengthen party leadership and ensure the implementation of central regulations, focusing on safety production and disaster prevention while enhancing the well-being of the populace [2]

瑞财经 王敏 6月25日，据深交所官网，苏州市贝特利高分子材料股份有限公司（以下简称"贝特利"）创业板IPO获受理，保 荐机构为国信证券，会计师事务所为立信。 招股书显示，贝特利是一家以客户需求为导向，创新研发为驱动的新材料企业，主营业务为电子材料和化工新材料的研 发、生产与销售，产品涵盖导电材料、有机硅材料和涂层材料三大板块。 | 项目 | 2024 年12月31日 /2024 年度 | 2023年12月31日 /2023 年度 | 2022 年 12月 31 日 /2022 年度 | | --- | --- | --- | --- | | 资产总额(万元) | 115,081.54 | 103,021.26 | 65.622.90 | | 归属于母公司所有者权益 (万元) | 72,430.41 | 62,879.73 | 54.519.98 | | 资产负债率(母公司) | 29.11% | 20.23% | 5.16% | | 资产负债率(合并) | 37.06% | 38.96% | 16.92% | | 营业收入(万元) | 252,140.41 | 227,286.36 | 63.507.76 ...

Core Viewpoint - The article discusses the environmental impact assessment and the development of a pilot project for the production of adiponitrile by Ningxia Botai New Materials Technology Co., Ltd, highlighting the company's plans for industrialization and the challenges faced in the production process [2][3]. Group 1: Project Overview - Ningxia Botai New Materials Technology Co., Ltd is initiating a pilot project for a 100 tons/year adiponitrile production facility, which will utilize methanol and butadiene as raw materials through a specific chemical process [2][3]. - The pilot project is designed to last for one year, with an expected output of 100 tons of adiponitrile, 15 tons of 2-methylpentanedinitrile, and 50 tons of ammonium sulfate, which will be used for performance testing and further R&D [2][3]. Group 2: Future Plans - The company plans to implement a 10,000 tons/year industrial demonstration project for adiponitrile in 2023, along with securing land for a 200,000 tons/year project [2]. - The production process for the larger project involves a three-step method: preparation of formamide, decomposition to produce hydrogen cyanide, and synthesis of adiponitrile, although this project is currently on hold for optimization [2][3]. Group 3: Investment and Infrastructure - The company intends to invest 36.7 million yuan to lease facilities at the Ningdong Energy Chemical Base for the pilot project, ensuring that existing infrastructure will support storage, transportation, and wastewater treatment [3].