证券代码：603004 证券简称：鼎龙科技 公告编号：2025-023 浙江鼎龙科技股份有限公司 2024 年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 浙江鼎龙科技股份有限公司（以下简称"公司"） 根据《上海证券交易所上 市公司自律监管指引第3号—行业信息披露：第十三号——化工》有关规定和披 露要求，现将2024年度主要经营数据公告如下： 注：报告期内，生产量和销售量包括了公司向外采购的成品。 | 二、公司主要产品的价格变动情况 | | --- | | 主要产品名称 | 2024 年度均价 （万元/吨） | 2023 年度均价 （万元/吨） | 变动幅度（%） | | --- | --- | --- | --- | | 染发剂原料 | 27.38 | 29.52 | -7.25 | | 特种工程材料单体 | 30.07 | 41.87 | -28.18 | | 植保材料 | 20.07 | 17.71 | 13.33 | 注：因各类产品种类较多且价格差异较大，上表平均单价（按量加权计算） 受产品结构影 ...

证券代码：603938 证券简称：三孚股份 公告编号：2025-026 唐山三孚硅业股份有限公司 2025年第一季度主要经营数据公告 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品 | 2025年1-3月 平均售价（元/吨） | 2024年1-3月 平均售价（元/吨） | 变动幅度（%） | | --- | --- | --- | --- | | 硅系列产品 | 4,999.46 | 6,176.69 | -19.06 | | 钾系列产品 | 5,059.23 | 4,708.02 | 7.46 | | 硅烷偶联剂产品 | 13,835.76 | 14,715.38 | -5.98 | 一、主要产品的产量、销量及收入实现情况 主要产品 2025年1-3月 产量（吨） 2025年1-3月 销量（吨） 2025年1-3月 销售金额（万元） 硅系列产品 15,884.58 16,146.18 8,072.23 钾系列产品 53,008.62 55,703.28 28,181.55 硅烷偶联剂产品 8,017.09 8,422.12 11,652.65 注：以上价格为不含税价格。 本公司 ...

Group 1: Metal Sector - Zijin Mining's copper production is expected to increase by 6% to 1.07 million tons in 2024 and by 7% to 1.15 million tons in 2025, with gold production rising by 7% to 73 tons in 2024 and by 16% to 85 tons in 2025[14] - The company's net profit forecast for 2025 is 42.06 billion CNY, with a PE ratio of 11.17[11] - The overall metal sector is benefiting from a strong price increase expectation due to supply constraints and demand from the new energy sector[14] Group 2: Building Materials Sector - Keda Manufacturing's total revenue is projected to grow from 57 billion CNY in 2017 to 126 billion CNY in 2024, with overseas revenue increasing from 20 billion CNY to 80 billion CNY, raising its overseas revenue share from 36% to 64%[19] - The net profit forecast for Keda Manufacturing in 2025 is 1.45 billion CNY, with a net profit margin of 6.8%[21] - Sankeshu's revenue is expected to compound at 26% from 2014 to 2024, with a projected net profit growth despite a downturn in the real estate market[36] Group 3: Logistics Sector - SF Holding's operating cash flow is expected to grow by 21% to 32.2 billion CNY in 2024, with a capital expenditure decrease of 27% to 9.9 billion CNY[44] - The company plans to increase its dividend payout ratio to 40% in 2024, enhancing shareholder returns significantly[44] Group 4: Chemical Sector - Yara International is focusing on overseas potassium mining, with a current production capacity of 1 million tons and a target annual output of 180-200 thousand tons[46] - The company is expanding its production capacity with plans for additional million-ton facilities in the future[48]

Core Viewpoint - The transaction between Haohua Chemical Technology Group Co., Ltd. and Luxi Chemical Group Co., Ltd. aims to resolve the competition issue regarding HFC-32 by establishing a framework cooperation agreement for the sales of HFC-32 products through a subsidiary [2][4][16]. Group 1: Transaction Overview - The framework cooperation agreement was signed on April 24, 2025, between Haohua's subsidiary, Sinochem Bluetec Group Trading Co., Ltd., and Luxi's subsidiary, Liaocheng Fluor New Materials Technology Co., Ltd. [4][10]. - The agreement stipulates that all HFC-32 products, except those used as raw materials by Luxi and its subsidiaries, will be sold exclusively by Sinochem Bluetec [10][11]. Group 2: Related Party Information - Both Haohua and Luxi are controlled by China National Chemical Corporation, making their subsidiaries related parties [5]. - Liaocheng Fluor New Materials Technology Co., Ltd. has a registered capital of 450 million yuan and was established on February 1, 2012 [6]. Group 3: Financial Implications - The estimated transaction amounts are projected to be 228.85 million yuan in 2025, 240 million yuan in 2026, and 250 million yuan in 2027 [10]. - The total amount of related party transactions with Luxi in the past 12 months is 103.30 million yuan [3][18]. Group 4: Compliance and Approval - The transaction is classified as a related party transaction and does not constitute a major asset restructuring [3]. - The agreement requires approval from the shareholders' meeting, and related parties will abstain from voting [3][18]. Group 5: Impact on Company and Shareholders - This transaction is expected to effectively resolve the competition issue and fulfill commitments made during the restructuring of China National Chemical Corporation [16][19]. - Independent directors have confirmed that the transaction does not harm the interests of the company or its shareholders, particularly minority shareholders [19].

以下文章来源于大地期货研究院 ，作者大地期货研究院 大地期货研究院 . 大地期货研究院官方订阅号 欢迎加入交易理想国知识星球 文 | 蒋硕朋 许安静 来源 | 大地期货研究院 编辑 | 杨兰 审核 | 浦电路交易员 核心观点 01 1. 美国关税政策最新进展 中美贸易冲突继续升级 中美互加关税，目前美国对中国商品的整体关税税率来到 145% ，中国对美国的进口商品关税税率加征到 125% ，在如此高的关税税率下，中美 经常项目的贸易基本接近"脱钩"。 中国出口至美国的化工品关税高达 167% 。主要集中在塑料及其制品、矿物燃料、矿物油及其蒸馏产品、有机化学品、杂项化学品以及橡胶及其 制品等领域，关税的大幅提高将对我国出口占比较高的塑料、航空煤油以及橡胶等制品需求存在显著影响。 中国从美国进口的能源化工品主要集中在丙烷、聚乙烯、乙二醇、天然气、原油、煤以及催化剂等领域，主要为化工原材料、初级加工品以及化工 产品生产过程中使用的催化剂。其中从美国进口量占中国总进口比例超过 10% 的有五个品种，分别是乙烷、丙烷、 PE 、乙二醇和丁烷。 由于中国乙烷进口来源的单一性，后期只能以转口的形式规避脱钩的影响，但产业链的 ...

收评：三大指数涨跌不一 多只高位股尾盘大涨 智通财经4月24日电，市场全天震荡分化，三大指数涨跌不一。多只高位股尾盘走出反包走势，安记食 品、国芳集团均上演"地天板"。沪深两市全天成交额1.11万亿，较上个交易日缩量1207亿。盘面上，市 场热点较为杂乱，个股跌多涨少，全市场超3600只个股下跌。从板块来看，银行股维持强势，工、农、 中三大行续创历史新高。电力股再度走强，华银电力等涨停。PEEk概念股集体大涨，中欣氟材涨停。 下跌方面，次新股展开调整，港迪技术跌超10%。板块方面，PEEK材料、电力、宠物经济、银行等板 块涨幅居前，次新股、软件开发、华为昇腾、算力等板块跌幅居前。截至收盘，沪指涨0.03%，深成指 跌0.58%，创业板指跌0.68%。 ...

根据公司公告，公司2024年度实现营业收入60650.05万元，同比下降4.06%；实现归属于上市股东的净 利润为3833.35万元，较上年同期上升23.29%，实现归属于上市公司股东的扣除非经常性损益的净利润 为3146.92万元，较上年同期下降18.39%。 红宝丽亦提示，近日公司股价波动幅度较大，市盈率高于化工行业整体平均水平，存在投资风险。 公司环氧丙烷项目正在进行技术改造，还未生产，目前环氧丙烷未形成销售收入，对公司业绩没有影 响。公司环氧丙烷综合技术改造项目进展情况：该技改项目已完成职业病危害预评价，已取得环评批 复、能评批复、安评批复以及完成总平面图审查等手续办理工作。同时，项目已完成了工艺包设计、初 步设计，土建结构、设备布置、工艺管道及仪表等详细设计工作基本完成；老装置加固工程取得施工许 可证，并完成相应加固工程施工；设备与材料采购完成，设备已陆续交货进场，等等，项目建设在抓紧 推进中。项目预计于2025年底进入试生产阶段。 23日盘中，国芳集团、国光连锁、安记食品、红宝丽等高位股相继跳水跌停。 具体来看，截至发稿，国芳集团跌停，跌停板上封单达36万手。此前的13个交易日，该股已斩获12个涨 ...

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Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Views of the Report - **Soda Ash**: The supply - increase and demand - stable pattern continues. With the resumption of weekly production to a high level and stable demand, there is still pressure on soda ash enterprises to accumulate inventory. The futures price may continue to fluctuate weakly. The SA2509 contract is expected to find support around 1300 yuan/ton. Opportunities for short - selling on rebounds due to macro - positive factors or supply reduction can be monitored [5]. - **Glass**: The marginal change in glass supply and demand is limited. The large number of registered warehouse receipts suppresses the near - month price. The short - term market may continue to oscillate weakly. Attention should be paid to the impact of macro - policies, and 5 - 9 reverse arbitrage can be considered [6]. 3. Summary by Directory 3.1 Weekly View Summary - **Soda Ash**: The device operating rate is 89.50% (+1.45%), weekly output is 75.56 tons (+1.78 tons). The apparent demand is 73.73 tons (-0.88 tons). The enterprise inventory is 171.13 tons (+1.83 tons). The price is weakly stable, and the futures price may be weak [5]. - **Glass**: The float glass daily melting volume is 15.85 tons, unchanged. The total inventory of sample enterprises is 6507.8 million weight boxes (-12.5 million weight boxes, -0.19% MoM, +9.94% YoY). The average order days of deep - processing enterprises is 9.3 days (13.4% MoM, -17.7% YoY). The price is slightly up, and the market may be weak [6]. 3.2 Variety Details Decomposition - **Market Review - Spot Price**: As of April 17, 2025, in the central China region, the heavy soda ash market price is 1400 yuan/ton, and the light soda ash is 1300 yuan/ton. In the northern China region, the heavy soda ash is 1550 yuan/ton, and the light soda ash is 1450 yuan/ton. The soda ash futures price is weak, and the glass futures price drops sharply [12][15]. - **Market Review - Spread**: As of April 17, 2025, the soda ash 5 - 9 spread is -39 yuan/ton (+10 yuan/ton MoM), the glass 5 - 9 spread is -28 yuan/ton (+18 yuan/ton MoM), and the glass - soda ash arbitrage spread is 192 yuan/ton (+41 yuan/ton MoM) [20]. - **Fundamentals - Supply**: Soda ash output is 75.56 tons (+1.78 tons). The comprehensive capacity utilization rate is 89.50% (+1.45%). Some plants have maintenance plans. The float glass daily output is 15.85 tons, and the photovoltaic daily melting volume is 96130 tons, both unchanged [28][32][43]. - **Fundamentals - Inventory**: As of April 17, 2025, soda ash enterprise inventory is 171.13 tons (+1.83 tons). The total inventory of float glass sample enterprises is 6507.8 million weight boxes (-12.5 million weight boxes, -0.19% MoM, +9.94% YoY) [36][48]. - **Fundamentals - Profit**: As of April 17, 2025, the theoretical profit of ammonia - soda process soda ash is -60 yuan/ton (+26 yuan/ton MoM), and the theoretical profit of dual - ton combined - soda process is 154 yuan/ton (-10 yuan/ton MoM) [51].

1、现货市场：日照嘉吉一级豆油 8090 元/吨，较上一交易涨 90 元/吨。 2、宏观：特朗普时期的"对等关税"政策通过重塑全球贸易流、产业链定价权及市场风险 偏好，对期货市场形成了系统性冲击。 3、市场分析：当前时间窗口下，正处美豆播种与南美豆收割、出口季，目前巴西豆收割基 本完成。总体来看，南美新作丰产格局或将大概率成为事实。后市豆油中期新增供给与下 游需求或维持中性，豆油中期库存或维持整理。 4、参考观点：豆油 2509 合约，短线或面临整理。 现货信息：43 豆粕各地区现货报价：张家港 3170（50）、天津 3650（60）、日照 3320（120）。 市场分析：（1）宏观面: 中美关税政策引发市场恐慌，市场担忧美农产品出口因此遭到影 响。 （2）国际大豆：巴西大豆收割接近尾声，关注最终产量。加征关税背景下，美豆出口悲观 预期仍存。 （3）国内豆粕供需面：近期豆粕供应依旧偏紧，巴西大豆预期 4 月中下旬到港， 5-7 月大 豆到港预计超千万吨。下游养殖企业库存低位，豆粕成交小幅提振。油厂豆粕库存维持中 性。 参考观点：多重因素共振，豆粕短线或区间震荡。 现货信息：东北三省及内蒙重点深加工企业新玉米 ...