摘要：【图】2025年4月河北省初级形态的塑料产量统计分析 2025年1-4月初级形态的塑料产量分析： 图表：河北省初级形态的塑料产量分月（当月值）统计 据国家统计局数据，在2025年的前4个月，河北省规模以上工业企业初级形态的塑料产量累计达到了 53.6万吨，与2024年同期的数据相比，下降了8.5%，增速较2024年同期低36.4个百分点，增速较同期全 国低18.6个百分点，约占同期全国规模以上企业初级形态的塑料产量4601.2万吨的比重为1.2%。 图表：河北省初级形态的塑料产量分月（累计值）统计 2025年4月初级形态的塑料产量分析： 单独看2025年4月份，河北省规模以上工业企业初级形态的塑料产量达到了14.5万吨，与2024年同期的 数据相比，4月份的产量下降了17.3%，增速较2024年同期低63.1个百分点，增速较同期全国低29.3个百 分点，约占同期全国规模以上企业初级形态的塑料产量1168.6万吨的比重为1.2%。 产业调研网为您提供更多 石油化工行业最新动态 石油行业现状与发展趋势 化工市场现状及前景分析 日化市场调研与发展前景润滑油发展现状及前景预测汽油市场调研及发展趋势 柴油行业监测 ...

证券之星消息，8月21日塑料板块较上一交易日下跌0.58%，中研股份领跌。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300478 | 杭州 高新 | 19.76 | 19.98% | 20.53万 | | 3.78亿 | | 688718 | 唯害勃 | 16.98 | 10.91% | | 6.88万 | · 1.15亿 | | 002838 | 道恩股份 | 26.02 | 10.02% | | 5.16万 | 1.33亿 | | 605008 | 长鸿高科 | 15.95 | 10.00% | 6 | 8.00万 | 1.23亿 | | 301237 | 和顺科技 | 41.25 | 4.22% | | 1.81万 | 7407.40万 | | 603928 | 兴际股份 | 18.30 | 3.57% | | 50.96万 | 9.45亿 | ...

瑞财经 严明会 近日，江苏君华特种高分子材料股份有限公司（以下简称：君华股份）在江苏证监局完 成IPO辅导备案，辅导机构国泰海通证券。 君华股份成立于2007年，注册资本5100万元，专注于聚醚醚酮(PEEK)、聚酰亚胺(PI)等高性能特种工程 塑料型材及制品的应用研发及生产。 君华股份董事长兼总经理为李军。公司控股股东为上海君华启承咨询管理有限公司，持股49.5%。上海 君华启承咨询管理有限公司由李军持股90%，董事苏丽华持股10%。银鞍资本、国谦基金等参与投资。 君华股份对外投资有3家公司：山东君昊高性能聚合物有限公司、常州君华医疗科技有限公司以及常州 君航高性能复合材料有限公司。 ...

Report Industry Investment Ratings No relevant content provided. Core Views of the Report - The domestic economic growth is stable with progress, the liquidity environment is loose, and corporate profit expectations are repaired. In the market, small and medium - cap stocks lead the rise, and the growth style is dominant. Attention should be paid to the short - term key pressure level fluctuations and use options to build hedging transactions [2]. - The crude oil market has a complex situation. The market speculates on the Fed's September interest rate cut, but there are concerns about US summer demand and OPEC+ may accelerate production increase. The medium - and long - term price center of gravity is still weak [3]. - The gold market is affected by macro - economic and geopolitical factors. The market expects the Fed to cut interest rates in September, but the strong economic data boosts the US dollar and weakens the gold's safe - haven premium. Attention should be paid to the support near $3311 per ounce [4]. - The silver price has fallen recently, affected by the cooling of geopolitical risk - aversion sentiment and investors' profit - taking. It is necessary to pay attention to the performance at the $37 per ounce integer mark [6]. - For chemical products, the cost of PTA is weakly supported by oil prices, and the supply - demand expectation is weak in the medium term, but there is an expectation of demand improvement. Ethylene glycol has a good fundamental situation and fluctuates with the cost end. The fundamentals of PVC, PP, plastic, etc. have no obvious improvement and fluctuate with market sentiment [7][8][9][11][13]. - In the agricultural products market, the corn price is under pressure due to factors such as abundant supply and weak downstream demand, but it rebounds in the short term. The peanut price is affected by the expected increase in planting area and is in a weak position in the short term. The cotton price is affected by domestic and foreign supply - demand situations and shows a weak shock [20][22][23]. - In the metal market, the copper market is affected by global and domestic factors, and attention should be paid to the direction choice after the convergence. The aluminum market is in a shock trend, and the alumina price is under pressure. The casting aluminum alloy follows the aluminum price to fluctuate, and the lithium carbonate price is affected by cost, supply, and demand and is dominated by sentiment in the short term [29][30][32][33][34]. - In the black market, the stainless - steel, rebar, and hot - rolled coil prices are in a weak shock in the short term due to factors such as cost support weakening and weak demand. The iron ore price may decline in the short term, and the coking coal and coke prices may also fluctuate downward [36][37][38][39][41]. Summary by Relevant Catalogs Macro - Domestic economic growth is stable with progress, the liquidity environment is loose, and corporate profit expectations are repaired. Small and medium - cap stocks lead the rise, and the growth style is dominant. Pay attention to short - term key pressure level fluctuations and use options to build hedging transactions [2]. Crude Oil - The market speculates on the Fed's September interest rate cut, and the weakening US dollar provides some support. However, there are concerns about US summer demand, and OPEC+ may accelerate production increase. The medium - and long - term price center of gravity is still weak. WTI main contract should pay attention to the support near $62 - 63 per barrel [3]. Gold - The market expects the Fed to cut interest rates in September with an 86.1% probability, but strong economic data boosts the US dollar and weakens the gold's safe - haven premium. Pay attention to the support near $3311 per ounce [4]. Silver - The silver price has fallen recently, affected by the cooling of geopolitical risk - aversion sentiment and investors' profit - taking. Pay attention to the performance at the $37 per ounce integer mark [6]. Chemicals PTA - The cost is weakly supported by oil prices, and the supply - demand expectation is weak in the medium term. The inventory days are decreasing, and the production capacity change is not significant. There is an expectation of demand improvement in the downstream. Pay attention to the breakthrough of the resistance level at 4800 yuan per ton [7]. Ethylene Glycol - The domestic supply turns loose after the restart of coal - to - ethylene glycol plants. The inventory has a slight increase, but imports may decrease. The downstream demand is gradually recovering. It fluctuates with the cost end [8]. PVC - The production capacity utilization rate has increased, and the demand is mainly for rigid needs. The social inventory has increased. The fundamentals have no obvious improvement and fluctuate with market sentiment [9][10]. PP - The production capacity utilization rate has a slight increase, and the output has increased. The downstream average start - up rate has increased, and the inventory has decreased. The fundamentals have no obvious driving force and fluctuate with market sentiment [11][12]. Plastic - The production capacity utilization rate has increased, and the downstream start - up rate has increased slightly. The inventory has changed from a downward trend to an upward trend. The fundamentals have no obvious improvement and fluctuate with market sentiment [13]. Soda Ash - The supply has increased slightly, the demand is weak, and the inventory has increased. The market is affected by many news, and it is recommended to use a wide - range shock thinking in the short term [14]. Glass - The supply has a narrow - range fluctuation, the demand is weak, and the inventory has continued to accumulate. Affected by environmental protection restrictions, it is recommended to use a wide - range shock thinking in the short term [16]. Rubber - The rubber price is affected by supply and demand. The supply is expected to be loose, and the downstream demand is affected by trade barriers. Pay attention to the resonance market with other domestic varieties and the pressure above the main contract [18]. Methanol - The futures price has increased, the inventory has increased, the supply has increased slightly, and the demand has decreased. There is a prominent supply - demand contradiction. The cost provides some support, and the price fluctuates in a range [19]. Agricultural Products Corn - The US corn production exceeds expectations, and the domestic supply is abundant. The downstream demand is weak, but it rebounds in the short term due to the influence of other agricultural product sectors [20][21]. Peanut - The domestic peanut planting area is expected to increase. The new peanuts are about to be listed, and the old - crop inventory is being consumed. The current supply - demand is weak, and the price is supported by the strength of the oil category [22]. Cotton - The US Department of Agriculture's report is positive, but the domestic new - year cotton supply is expected to be abundant. The short - term supply is tight before the new cotton is launched, but there is a negative impact from the expected increase in import quotas. The price is in a weak shock [23]. Soybean Meal - Internationally, it is affected by trade policies and weather. Domestically, the supply pressure is prominent, but there is an expectation of supply shortage in the fourth quarter. The price may test the upper pressure level in the short term [24]. Soybean Oil - The import cost provides support, and the domestic supply pressure is large. The demand is driven by festivals. The price is in a weak adjustment, and attention should be paid to the lower support level [25][26]. Live Pigs - The supply will remain high in the short term, and the demand is weak in the off - season. The price fluctuates weakly and may fluctuate in a range in the short term [27]. Eggs - The supply pressure is significant, and the egg - laying hen inventory is high. The short - term price is boosted by festival preparations, but the upward driving force is insufficient. The current futures price valuation is low [28]. Metals Shanghai Copper - The copper market is affected by global and domestic factors. The global inventory transfer is coming to an end, and domestic policies boost market sentiment. Pay attention to the direction choice after the convergence of the price triangle [29]. Shanghai Aluminum - The supply is stable, and the demand is affected by the off - season and high prices. The inventory has increased, and it may continue to fluctuate in the range of 20300 - 21000 yuan per ton [30][31]. Alumina - The supply is expected to be in surplus, and the demand is mainly for rigid needs. The inventory has increased. The main contract may be in a weak shock in the short term [32]. Casting Aluminum Alloy - The cost provides support, the supply is in surplus, and the demand is affected by the off - season. The inventory is at a relatively high level, and it follows the aluminum price to fluctuate [33]. Lithium Carbonate - The cost is strongly supported, the supply pressure has weakened, and the demand is resilient. The futures price has a flash - crash limit - down, and it may fill the previous gap in the short term [34]. Industrial Silicon - The supply has a slight increase, and the demand structure is differentiated. The fundamentals are under pressure and fluctuate with market sentiment in the short term [35]. Polysilicon - The supply is increasing, and the demand is under pressure. The price is in a wide - range shock in the short term [36]. Black Stainless Steel - The cost support has weakened, the supply has increased slightly, and the demand in the off - season is not good. The price is in a weak shock in the short term [36]. Rebar - The "anti - involution" policy effect is reflected, the cost support has weakened, the demand is weak in the off - season, and the inventory has increased. The price is in a high - level weak shock in the short term [37]. Hot - Rolled Coil - Similar to rebar, the cost support has weakened, the demand is weak in the off - season, and the inventory has accumulated. The price changes from a single - side rise to a high - level shock [38]. Iron Ore - The supply pressure has increased, the demand has weakened marginally, and the inventory is at a high level. The main contract may decline in the short term [39][40]. Coal - For coking coal, the supply recovery is slow, and the demand has weakened marginally. For coke, the demand is supported by high - level iron - water production, but the inventory removal rate has slowed down. The prices of coking coal and coke may decline in the short term [41].

据国家统计局数据，在2025年的前5个月，安徽省规模以上工业企业初级形态的塑料产量累计达到了 120.7万吨，与2024年同期的数据相比，下降了5.1%，增速较2024年同期低1.0个百分点，增速较同期全 国低15.2个百分点，约占同期全国规模以上企业初级形态的塑料产量5809.8万吨的比重为2.1%。 摘要：【图】2025年5月安徽省初级形态的塑料产量数据 2025年1-5月初级形态的塑料产量分析： 图表：安徽省初级形态的塑料产量分月（当月值）统计 图表：安徽省初级形态的塑料产量分月（累计值）统计 2025年5月初级形态的塑料产量分析： 单独看2025年5月份，安徽省规模以上工业企业初级形态的塑料产量达到了26.4万吨，与2024年同期的 数据相比，5月份的产量下降了5.7%，增速较2024年同期低1.8个百分点，增速较同期全国低15.9个百分 点，约占同期全国规模以上企业初级形态的塑料产量1190万吨的比重为2.2%。 注：初级形态的塑料2004年及以前名称为塑料树脂及共聚物，简称塑料。 从2011年起，我国规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入 2000万元。 产业 ...

摘要：【图】2025年4月浙江省初级形态的塑料产量数据 2025年1-4月初级形态的塑料产量分析： 据国家统计局数据，在2025年的前4个月，浙江省规模以上工业企业初级形态的塑料产量累计达到了 597.7万吨，与2024年同期的数据相比，增长了10.8%，增速较2024年同期低1.9个百分点，增速放缓， 增速较同期全国高0.7个百分点，约占同期全国规模以上企业初级形态的塑料产量4601.2万吨的比重为 13.0%。 图表：浙江省初级形态的塑料产量分月（当月值）统计 注：初级形态的塑料2004年及以前名称为塑料树脂及共聚物，简称塑料。 从2011年起，我国规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入 2000万元。 产业调研网为您提供更多 图表：浙江省初级形态的塑料产量分月（累计值）统计 2025年4月初级形态的塑料产量分析： 单独看2025年4月份，浙江省规模以上工业企业初级形态的塑料产量达到了153.8万吨，与2024年同期的 数据相比，4月份的产量增长了15.3%，增速较2024年同期高4.2个百分点，继续保持增长，增速较同期 全国高3.3个百分点，约占同期全国规模以上企业 ...

2025年5月初级形态的塑料产量统计： 初级形态的塑料产量：33.2 万吨 同比增长：-4.6% 增速较上一年同期变化：低11.1个百分点 据统计，2025年5月天津市规模以上工业企业初级形态的塑料产量与上年同期相比下降了4.6%，达33.2 万吨，增速较上一年同期低11.1个百分点，增速较同期全国低14.8个百分点，约占同期全国规模以上企 业初级形态的塑料产量1190万吨的比重为2.8%。 详见下图： 图1：天津市初级形态的塑料产量分月（当月值）统计图 摘要：【图】2025年5月天津市初级形态的塑料产量数据 注：初级形态的塑料2004年及以前名称为塑料树脂及共聚物，简称塑料。 从2011年起，我国规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入 2000万元。 2025年1-5月初级形态的塑料产量统计： 产业调研网为您提供更多 初级形态的塑料产量：193.3 万吨 同比增长：24.4% 据统计，2025年1－5月，天津市规模以上工业企业初级形态的塑料产量与上年同期相比增长了24.4%， 达193.3万吨，增速较上一年同期高28.0个百分点，增速较同期全国高14.3个百分点，约占同 ...

证券之星消息，8月20日塑料板块较上一交易日上涨0.27%，斯迪克领涨。当日上证指数报收于3766.21， 上涨1.04%。深证成指报收于11926.74，上涨0.89%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300806 | 斯迪克 | 26.40 | 13.30% | 48.99万 | | 12.24亿 | | 603928 | 兴业股份 | 17.67 | 10.02% | 15.82万 | | 2.74亿 | | 603330 | 天洋新材 | 7.87 | 5.07% | 24.21万 | | 1.87亿 | | 000920 | 沃顿科技 | 11.93 | 5.02% | 1 27.47万 | | 3.22亿 | | 688716 | 中研股份 | 56.29 | 4.59% | 13.02万 | | 7.26亿 | | 300834 | 星辉环材 | 24.98 | 4.30% | 5.97万 | | 1.47亿 | | 605 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's high-margin business is driving performance growth, and the planned new capacity is expected to support future growth [5] - In H1 2025, the company achieved revenue of 1.247 billion yuan, a year-on-year decrease of 3.64%, while net profit attributable to the parent company was 445 million yuan, an increase of 10% year-on-year [5] - The company is expected to benefit from the production of its high-end materials industrial park in the life sciences sector, which is projected to enhance growth [7] Financial Performance Summary - In H1 2025, the company sold 33,400 tons of adsorption materials, a year-on-year increase of 8.35%, with a comprehensive gross margin of 51.26%, up 3.8 percentage points year-on-year [6] - The life sciences segment saw a revenue increase of 12.43% year-on-year, while the metal resources segment grew by 22.84% [6] - The company expects net profits for 2025-2027 to be 952 million yuan, 1.195 billion yuan, and 1.534 billion yuan respectively, with corresponding EPS of 1.88, 2.35, and 3.02 yuan [5][8] Future Growth Potential - The company plans to invest 1.15 billion yuan to build a high-end materials industrial park for life sciences, which is expected to drive future growth [7] - The company is expanding its global marketing and technical service network to support the development of its life sciences segment [7]

可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或"聚赛龙")成立于1998年,是专业从事 新材料领域改性通用塑料、改性工程塑料、改性特种工程塑料等高分子材料的国家级高新技术企业、国 家级专精特新小巨人企业。2022年3月在深交所创业板上市,股票简称:聚赛龙,股票代码:301131。聚赛龙 总部位于广州从化,在华东、华南建有两大生产基地。公司拥有通用改性塑料、改性工程塑料、功能高 分子材料、塑料合金等产品系列,核心产品通过了美国UL认证、CQC认证。 8月20日，赛龙转债盘中上涨2.0%报154.102元/张，成交额1.47亿元，转股溢价率2.42%。 资料显示，赛龙转债信用级别为"A+"，债券期限6年（第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.70%、第五年2.30%、第六年2.80%），对应 ...