2024年1至12月份，怡达股份的营业收入构成为：化工行业占比98.1%，其他业务占比1.9%。 截至发稿，怡达股份市值为24亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 每经AI快讯，怡达股份（SZ 300721，收盘价：14.4元）11月28日晚间发布公告称，江苏怡达化学股份 有限公司控股子公司泰兴怡达化学有限公司以自有资金2456.5万元收购江苏万淇生物科技股份有限公司 持有的万淇生物科技（泰州）有限公司85%股权。本次交易完成后，标的公司成为公司控股孙公司。 （记者 曾健辉） ...

Core Viewpoint - Chuanwei Chemical has successfully completed its carbon emission compliance for the 2024 pilot carbon market in Chongqing, achieving compliance targets in both national and Chongqing carbon markets [1] Group 1: Carbon Market Compliance - Chuanwei Chemical has been part of the Chongqing pilot carbon market since 2015 and transitioned its thermal power facilities to the national carbon market in 2020, requiring annual carbon emission checks and compliance in both markets [1] - The company has achieved compliance in the Chongqing pilot carbon market for 11 consecutive years and in the national carbon market for 5 consecutive years [1] Group 2: Carbon Management Strategy - The company focuses on the "dual carbon" goals by establishing a comprehensive carbon emission management system, integrating carbon management into all production and operational processes [1] - Chuanwei Chemical has implemented measures such as phasing out inefficient capacity, technological innovation, and energy-saving renovations to enhance energy efficiency and reduce carbon emissions from the source [1] Group 3: Data Management and Monitoring - A data traceability mechanism covering the entire production chain has been established, with regular training on carbon emission checks and enhanced data collection, accounting, and verification processes [1] - The company utilizes regular data verification and dynamic monitoring to achieve refined management of carbon emissions throughout the entire process, laying a solid foundation for green and low-carbon transformation [1] Group 4: Carbon Asset Management - Chuanwei Chemical strengthens its carbon asset management by accurately interpreting carbon quota transfer policies in both markets and dynamically assessing market trends [1] - The company actively participates in carbon trading market operations, generating over 50 million yuan in carbon quota trading revenue [1]

Core Viewpoint - The domestic sulfuric acid market is experiencing a strong upward trend due to high raw material costs and low inventory levels, with expectations for continued price increases in the short term [1][3]. Price Trends - In Hunan, the ex-factory price of 98% smelting acid is currently between 800-900 RMB/ton, while in Guangdong, it ranges from 880-950 RMB/ton [1]. - The price of 98% sulfuric acid in various regions remains stable, with slight fluctuations noted in Zhejiang, where it increased by 60 RMB/ton [2]. Market Dynamics - The high prices of sulfur and sulfur iron ore are exerting significant cost pressure on acid producers, leading to a robust purchasing environment among downstream enterprises that are maintaining only essential procurement [1][3]. - The overall supply in the market is expected to remain stable in the short term, despite some factories undergoing maintenance or recovery plans [3]. Future Outlook - The domestic sulfuric acid market is projected to continue its upward trajectory, supported by high raw material prices and increased operating rates in the downstream phosphate fertilizer market due to policy influences [3]. - However, demand in the chemical industry remains sluggish, and a decline in operating rates is anticipated, which may weaken the acceptance of high prices by enterprises [3].

2024年1至12月份，东方材料的营业收入构成为：化工行业占比93.49%，算力行业占比6.26%，其他业 务占比0.25%。 （记者 王晓波） 每经头条（nbdtoutiao）——灌水21万亿，高市早苗1.7万亿强化国防！日本负债率已远超债务危机时的 希腊，对美巨额投资致大规模资本外流，"卖出日元成国际趋势" 每经AI快讯，东方材料（SH 603110，收盘价：15.9元）11月27日晚间发布公告称，新东方新材料股份 有限公司董事会于2025年11月27日收到董事许广彬先生、杨波先生提交的书面辞职报告。许广彬先生因 本人身体原因，申请辞去公司第六届董事会董事、战略委员会委员职务，同时一并辞去在子公司担任的 所有职务。杨波先生因个人原因，申请辞去公司第六届董事会董事职务。辞职后，许广彬先生、杨波先 生将不再担任公司任何职务。 截至发稿，东方材料市值为32亿元。 ...

Group 1 - The core point of the article is that Hongbo New Materials has completed a share reduction plan, with a total of 19,499,960 shares reduced, representing 3.00% of the company's total shares [1] - Hongbo Chemical has reduced its holdings through block trading and centralized bidding, with 13 million shares (2% of total shares) sold via block trading and approximately 6.5 million shares (1% of total shares) sold through centralized bidding [1] - As of the report date, Hongbo New Materials has a market capitalization of 4.7 billion yuan [1] Group 2 - For the year 2024, the revenue composition of Hongbo New Materials is 97.47% from the chemical industry and 2.53% from other businesses [1]

Group 1 - Company signed a maximum guarantee contract with CITIC Bank Wuxi Branch, providing joint liability guarantee for a debt of 50 million yuan for its subsidiary Jiangsu Hailun Petrochemical Co., Ltd [1] - The total amount of guarantees provided by the company for its subsidiaries and inter-subsidiary guarantees is approximately 8.033 billion yuan, which is 139.21% of the company's latest audited net assets attributable to the parent company [1] - The company has provided a total guarantee of 600 million yuan for its controlling shareholder, accounting for 10.4% of the company's latest audited net assets attributable to the parent company [1] Group 2 - The total guarantees amount to approximately 8.633 billion yuan, which is 149.6% of the company's latest audited net assets attributable to the parent company [1] - For the year 2024, the company's revenue composition is as follows: polyester industry 77.73%, chemical industry 20.13%, other industries 1.16%, and thermal power 0.97% [1] - The company's market capitalization is 9 billion yuan [2]

当ESG仍被不少企业视为合规成本时，如何打破认知边界，将投入转化为吸引资本、驱动创新、构筑壁垒的核心资本，最终实现企业价值的重塑与跃升？ 11月26日，由中国证券报、中国国新主办，国新证券承办的"治善致远 绿动未来——2025年金牛企业可持续发展论坛"在苏州举办，多位上市公司董事长及 高管在圆桌论坛围绕"变成本为资本——ESG驱动企业价值重塑"的主题，进行了一场深度交流。 参与圆桌讨论人士从第三方评估、数字赋能、行业实操、治理落地等多个维度，深度剖析了ESG变成本为资本的核心路径，让市场对ESG驱动企业价值重塑 有了更全面的认知——ESG绝不是企业额外负担，而是企业穿越周期、构建核心竞争力的关键资本。 ● 本报记者 吴科任 罗京 ■ 价值转化 企业如何建立ESG量化评估体系，清晰呈现投入与产出的对应关系，避免"只算成本账、不算价值账"？"ESG的投入在当期，而产出往往在远期，两个期限 不匹配，会给企业带来一些困扰。"ESG领域的第三方机构商道融绿董事长郭沛源表示，可以从以下视角审视这一现象。 在郭沛源看来，企业建立ESG评估体系时，首先要明确成本的构成，尤其是要区分增量成本和存量成本。不能简单地认为ESG投入 ...

Group 1 - The company held its 56th meeting of the 10th Board of Directors on November 25, 2025, with all 13 directors present, confirming compliance with relevant laws and regulations [2][4]. - The Board unanimously approved the proposal to convene the 10th extraordinary general meeting of shareholders on December 12, 2025, to review certain resolutions from the 54th Board meeting [3][8]. Group 2 - The extraordinary general meeting will be held in a combined format of on-site voting and online voting, with the on-site meeting scheduled for December 12, 2025, at 14:30 [9][10]. - The record date for shareholders to attend the meeting is December 9, 2025, and all ordinary shareholders registered by that date are eligible to participate [10][11]. Group 3 - The meeting will require a two-thirds majority approval from attending shareholders for the proposed resolutions, which will be voted on individually [10][12]. - Shareholders can register for the meeting through various methods, including on-site registration and written requests, with specific registration times set for December 10-11, 2025 [12][13]. Group 4 - The company will provide a network platform for shareholders to participate in online voting, with specific voting times outlined for December 12, 2025 [17][24]. - Detailed procedures for both trading system and internet voting are provided, ensuring shareholders can easily participate in the decision-making process [26][27].

每经AI快讯，上纬新材（SH 688585，收盘价：118.34元）11月25日晚间发布公告称，公司第四届第一 次董事会会议于2025年11月25日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于聘任 公司董事会秘书的议案》等文件。 截至发稿，上纬新材市值为477亿元。 每经头条（nbdtoutiao）——688496，被证监会立案！刚上市业绩就变脸，亏损超1亿元；核心产品受重 创：第一大客户"自产自用"，减少采购 （记者 曾健辉） 2024年1至12月份，上纬新材的营业收入构成为：化工行业占比100.0%。 ...

Core Insights - The company has advanced carbon capture technology that can recover and purify CO₂ from various sources such as flue gas, natural gas, and fermentation gas [1] - The company has developed multiple technical routes for CO₂ capture, including chemical absorption, physical absorption, pressure swing adsorption, membrane separation, and low-temperature separation [1] - The company has implemented over 70 sets of carbon capture industrial devices, serving diverse applications including industrial utilization of CO₂, geological storage, and enhanced oil recovery [1] Technology and Applications - The company’s Southwest Institute possesses advanced pressure swing adsorption and chemical absorption technologies, capable of handling CO₂ from high, medium, and low concentration sources [1] - The technologies can produce industrial-grade, food-grade, and electronic-grade liquid CO₂ [1] - The company holds over ten patents related to carbon capture technology, indicating a strong intellectual property position in this field [1] Collaborations and Market Presence - The company has established partnerships with both domestic and international clients for its carbon capture solutions [1] - The applications of the carbon capture technology are diverse, indicating a broad market potential and adaptability to various industrial needs [1]