证券日报网讯12月17日，三友化工（600409）在互动平台回答投资者提问时表示，公司始终聚焦主业、 秉持循环绿色发展理念，尤其近几年大力实施"三转"战略(向海洋转身、向绿色转型、向高质量转变)， 在推进绿色低碳循环发展方面取得了显著成效。在氢能循环利用、绿电应用方面公司正在积极研究。 ...

Core Viewpoint - The company is committed to closely monitoring the development of the new energy industry and innovations in process routes, while enhancing its research and development efforts in manganese-based products [1] Group 1 - The company will increase its focus on research and innovation [1] - The company aims to improve the performance, quality, variety, and cost control of its manganese-based products [1] - The company is dedicated to technical breakthroughs and reserves in these areas [1]

证券日报网讯12月17日，红星发展（600367）在互动平台回答投资者提问时表示，公司子公司贵州红星 发展大龙锰业有限责任公司有一条6000吨/年电池级碳酸锂提纯生产线，2025年因碳酸锂价格波动较 大，子公司未生产该产品。 ...

证券日报网讯12月17日，鲁北化工（600727）在互动平台回答投资者提问时表示，公司在欧洲市场业务 收入主要来自钛白粉产品销售，主要包括意大利、西班牙、葡萄牙等欧盟国家。 ...

证券日报网讯 12月17日，兴化股份在互动平台回答投资者提问时表示，面对今年以来更加严峻的经营 形势，公司管理层目前采取的主要措施有：一是全面推行增收节支，实行从原料采购成本压缩到各生产 车间消耗定额，直至管理费用压降的全过程降本控制，以提高产品的市场竞争力；二是聚焦市场变化， 灵活经营策略，及时调整产品结构，以效益最大化组织生产，适时多产边际贡献大的产品；三是积极推 进现有部分产品的深加工，为公司后续提质增效筑牢根基；四是开展公司现有产品产业链延伸至高附加 值产品的前期调研论证，为未来持续发展储备源源动力。有关其他信息请以公司选定的信息披露媒体上 披露的公告内容为准。 （编辑 楚丽君） ...

证券日报网讯 12月17日，奥克股份在互动平台回答投资者提问时表示，公司高度重视技术开发和专利 保护。公司成功取得发明专利证书，有助于促进公司产品生产和技术创新。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月17日，奥克股份在互动平台回答投资者提问时表示，公司开展期货套期保值业务主 要是为了规避价格波动给公司经营带来的不利影响，交易品种仅限于生产经营和贸易业务相关的产品和 原材料，仅限于场内交易进行，不涉及量化交易工具。 ...

Report Industry Investment Rating - Not provided Core View of the Report - PVC is expected to move in a sideways pattern, and its upside potential is limited in the near term due to factors such as high inventory, weak downstream demand, and the traditional off - season [1] Summary by Relevant Catalogs Market Analysis - The calcium carbide price in the upstream northwest region is stable. The PVC operating rate decreased by 0.46 percentage points to 79.43% week - on - week, remaining at a relatively high level in recent years. The downstream operating rate of PVC declined slightly, and downstream product orders were poor. In terms of exports, PVC exchanged volume for price, and last week's export orders increased, but the Indian market price is falling, and Indian demand is limited. Social inventory increased slightly last week and remains high, with significant inventory pressure. From January to November 2025, the real estate market is still in the adjustment phase, with large year - on - year declines in investment, new construction, construction, and completion areas, and further drops in year - on - year growth rates. The weekly sales area of commercial housing in 30 large and medium - sized cities increased week - on - week but is still at the lowest level in recent years. The real estate market needs time to improve. New production capacities of 300,000 tons/year from Gansu Yaowang and 300,000 tons/year from Jiaxing Jiahua have recently been put into operation. The rebound of bulk commodities such as coking coal boosted market sentiment, the comprehensive gross profit of chlorine - alkali decreased, and the operating expectations of some producers declined, but the current decline in production is limited, and futures warehouse receipts are still at a high level. Taiwan Plastics' December quotes generally decreased, and the Indian market price is falling, with limited Indian demand. December is the traditional off - season for domestic PVC demand [1] Futures and Spot Market - Futures: The PVC2605 contract increased in positions and moved in a sideways pattern, with a minimum price of 4,639 yuan/ton, a maximum price of 4,694 yuan/ton, and finally closed at 4,680 yuan/ton, below the 20 - day moving average, with a gain of 1.17%. The position increased by 40,723 hands to 890,154 hands [2] - Basis: On December 17, the mainstream price of calcium carbide - based PVC in East China rose to 4,410 yuan/ton. The futures closing price of the V2605 contract was 4,680 yuan/ton. The current basis is - 270 yuan/ton, strengthening by 4 yuan/ton, and the basis is at a relatively low level [3] Fundamental Tracking - Supply: Affected by facilities such as Ningbo Zhengyang and Yibin Tianyuan, the PVC operating rate decreased by 0.46 percentage points to 79.43% week - on - week, continuing a slight decline and remaining at a relatively high level in recent years. New production capacities of 500,000 tons/year from Wanhua Chemical, 400,000 tons/year from Tianjin Bohua, 200,000 tons/year from Qingdao Haiwan, 300,000 tons/year from Gansu Yaowang, and 300,000 tons/year from Jiaxing Jiahua have been put into operation in the second half of the year [4] - Demand: The real estate market is still in the adjustment phase, with large year - on - year declines in investment, new construction, and completion areas, and further drops in year - on - year growth rates. From January to November 2025, the national real estate development investment was 785.91 billion yuan, a year - on - year decrease of 15.9%. The sales area of commercial housing was 787.02 million square meters, a year - on - year decrease of 7.8% (residential sales area decreased by 8.1%); the sales volume of commercial housing was 751.3 billion yuan, a decrease of 11.1% (residential sales volume decreased by 11.2%). The new construction area of houses was 534.57 million square meters, a year - on - year decrease of 20.5% (residential new construction area decreased by 19.9%); the construction area of real estate development enterprises' houses was 6.56066 billion square meters, a year - on - year decrease of 9.6%. The completion area of houses was 394.54 million square meters, a year - on - year decrease of 18.0% (residential completion area decreased by 20.1%). The overall real estate market needs time to improve. As of the week of December 14, the sales area of commercial housing in 30 large and medium - sized cities increased by 13.80% week - on - week but is still at the lowest level in recent years. Attention should be paid to whether real estate favorable policies can boost commercial housing sales [5] - Inventory: As of the week of December 11, the PVC social inventory increased by 0.03% week - on - week to 1.0593 million tons, 27.63% higher than the same period last year. The social inventory increased slightly and remains high (Longzhong increased the social storage capacity in East and South China from 21 to 41) [6]

（文章来源：证券日报） 证券日报网讯 12月17日，凌玮科技在互动平台回答投资者提问时表示，公司发行募集资金所投项目将 显著扩大公司产能。项目建成并全面达产后，将大幅提升公司产品的生产能力，有效解决当前产能不足 的瓶颈，全面提升公司的市场竞争力。关于公司纳米二氧化硅的产能和均价的情况，请查阅公司披露的 定期报告。 ...

证券时报·数据宝统计显示，盐湖股份今日收盘价为26.98元，上涨7.83%，日换手率为3.16%，成交额为 44.48亿元，全天主力资金净流入1.20亿元，近5日该股累计上涨5.27%，近5日资金合计净流出2.34亿 元。 两融数据显示，该股最新融资余额为37.35亿元，近5日增加1.23亿元，增幅为3.40%。 据天眼查APP显示，青海盐湖工业股份有限公司成立于1997年08月25日，注册资本529157.2541万人民 币。（数据宝） 盐湖股份12月17日大宗交易平台出现一笔成交，成交量150.00万股，成交金额4002.00万元，大宗交易成 交价为26.68元，相对今日收盘价折价1.11%。该笔交易的买方营业部为机构专用，卖方营业部为中国中 金财富证券有限公司青海分公司。 进一步统计，近3个月内该股累计发生9笔大宗交易，合计成交金额为2.35亿元。 12月17日盐湖股份大宗交易一览 | 成交量（万 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | 价（%） ...