Workflow
塑料加工
icon
Search documents
赛龙转债盘中下跌2.18%报138.901元/张,成交额4274.34万元,转股溢价率4.85%
Jin Rong Jie· 2025-05-27 01:49
Group 1 - The company, 聚赛龙, is a national high-tech enterprise specializing in modified general plastics, modified engineering plastics, and modified special engineering plastics [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market in March 2022, with stock code 301131 [2] - The company has two major production bases located in East and South China [2] Group 2 - In the first quarter of 2025, 聚赛龙 achieved operating revenue of 360.3 million yuan, a year-on-year increase of 5.76% [2] - The net profit attributable to shareholders was 15.8 million yuan, reflecting a year-on-year increase of 9.32% [2] - The non-recurring net profit was 15.6 million yuan, showing a year-on-year increase of 13.75% [2] Group 3 - As of March 2025, the concentration of shares among the top ten shareholders is very high, accounting for 58.05% of total shares [2] - The top ten circulating shareholders hold a combined 35.11% of the circulating shares [2] - The number of shareholders is 8,168, with an average of 3,770 circulating shares and an average holding amount of 145,500 yuan per shareholder [2] Group 4 - The convertible bond, 赛龙转债, experienced a decline of 2.18%, trading at 138.901 yuan per bond with a transaction volume of 42.74 million yuan [1] - The bond has a credit rating of "A+" and a maturity period of 6 years, with varying interest rates from 0.30% to 2.80% over the years [1] - The conversion price for the bond is set at 36.81 yuan, with the conversion starting on January 13, 2025 [1]
大咖分享(二) | 金发科技 王春燕博士:废旧渔网PA6的高质化再生利用技术研究
DT新材料· 2025-05-26 14:48
Core Viewpoint - Plastic pollution is a significant ecological challenge globally, with China's polyamide 6 (Nylon 6) apparent consumption market exceeding 4 million tons by the end of 2023, while the recycling volume is only 1 to 1.5 million tons, primarily from old fishing nets and waste textile fibers [1][3]. Group 1: Recycling Challenges and Innovations - Traditional recycling of old fishing nets faces three main challenges: difficulty in separation, contamination, and performance degradation due to long exposure to marine environments [1]. - The development of green and efficient cleaning agents and processes has enabled the appearance quality of recycled PA6 pellets to approach that of virgin materials, meeting high-grade product application needs [3]. - The molecular weight of recycled PA6 has been improved through a synergistic approach of reactive extrusion and solid-phase toughening, resulting in a 22% increase in impact strength and a bending strength exceeding 111 MPa, surpassing some virgin resins [3][4]. Group 2: Chemical Recycling and Industrialization - A negative pressure melting depolymerization technology has been developed to achieve mild depolymerization in a vacuum environment, increasing the yield of caprolactam (CPL) monomer to 70% with a purity exceeding 99% [4]. - The company has established a full-process technology chain from targeted recycling channel construction to solvent recovery systems, supporting the supply of over 2 million tons of various types of environmentally friendly recycled plastics [4]. Group 3: Industry Trends and Future Directions - The Chinese nylon industry is accelerating its transition towards high-end and low-carbon production, driven by breakthroughs in the synthesis of special materials and the domestic production of key raw materials [7]. - Emerging applications in electric vehicles, electronics, and intelligent robotics are raising performance requirements for nylon materials, presenting both opportunities and challenges for formulation design and process optimization [7].
一年一次,好评如潮!《尼龙改性及高性能化加工技术》高级研修班(第八期),来了!
DT新材料· 2025-05-22 15:28
Core Viewpoint - The article discusses the transformation of the nylon industry in China towards high-end and low-carbon materials, driven by the domestic production of key raw materials and the increasing demands from emerging sectors such as electric vehicles and robotics [1]. Group 1: Background and Context - The full-scale production of the key raw material, adiponitrile, has enabled the domestic nylon industry to accelerate its transition to high-end and low-carbon materials [1]. - Emerging applications in sectors like new energy vehicles, electronics, and intelligent robotics are raising the performance requirements for nylon materials, creating both opportunities and challenges for formulation design and process optimization [1]. Group 2: Workshop Details - DT New Materials will host the "Nylon Modification and High-Performance Processing Technology" advanced training course on July 4-5, 2025, in Ningbo, focusing on high-temperature nylon, performance additives, and innovative formulation design [2]. - The workshop aims to address production challenges and promote technological innovation and product quality improvement through expert insights [2]. Group 3: Workshop Agenda - The agenda includes various topics such as the characteristics and modification paths of high-temperature nylon resins, the impact of glass fiber on nylon composite performance, and the industry progress of halogen-free flame retardants [3][5][7]. - Interactive sessions will allow participants to engage with experts on practical issues faced in production processes [13]. Group 4: Expert Profiles - The workshop features industry experts with extensive experience in nylon materials and processing, including professionals from Shanghai Beigang New Materials, DT New Materials, and Klaus-Maffei Machinery [14][20]. - Each expert will share insights on specific topics related to nylon modification and processing, enhancing the knowledge base of participants [19][21].
7月见!《尼龙改性及高性能化加工技术》高级研修班(第八期)来了!
DT新材料· 2025-05-20 14:07
Core Viewpoint - The article highlights the rapid advancement of China's nylon industry towards high-end and low-carbon transformation, driven by the domestic production of key raw materials and the increasing demands from emerging sectors such as electric vehicles and robotics [1][2]. Group 1: Background and Context - The full-scale production of the key raw material, adiponitrile, has enabled the domestic nylon industry to accelerate its transition to high-end and low-carbon solutions [1]. - Emerging applications in sectors like new energy vehicles, electronics, and intelligent robotics are raising the performance requirements for nylon materials, creating both opportunities and challenges for the industry [1]. Group 2: Workshop Details - DT New Materials will host the "Nylon Modification and High-Performance Processing Technology" advanced training course on July 4-5, 2025, in Ningbo, focusing on high-temperature nylon, performance additives, and innovative formulation design [2][3]. - The workshop will feature industry experts sharing practical experiences and innovative ideas to enhance technical innovation and product quality in nylon processing [2]. Group 3: Workshop Agenda - The agenda includes sessions on high-temperature nylon resin characteristics, the impact of various additives on glass fiber-reinforced nylon, and the design of modification paths and processing techniques [3][4]. - Specific topics will cover the optimization of glass fiber parameters, the characteristics of halogen-free flame retardants, and the challenges in laser welding nylon materials [4][5]. Group 4: Instructor Information - The instructors include experienced professionals from leading companies, such as Zhu Jun from Shanghai Beigang New Materials and Zhao Guodong from Guangzhou Yinyuan New Materials, who bring extensive expertise in nylon modification and processing [11][19][20].
借期货之力走好产业发展之路 西北企业“华丽转身”
Qi Huo Ri Bao Wang· 2025-05-18 16:09
Core Viewpoint - The Northwest region of China is witnessing traditional enterprises embracing modern financial concepts, particularly risk management and futures trading, to achieve transformation and upgrade their operations [1] Group 1: Company Transformation and Futures Trading - Qinglong Pipeline Group has evolved into a comprehensive service provider in the water-saving sector, participating in major engineering projects while actively engaging in futures trading since 2021 to stabilize operations amid fluctuating raw material prices [2][3] - The company successfully utilized basis trading to secure favorable pricing for future raw material purchases, significantly reducing production costs compared to traditional procurement methods [4] Group 2: Agricultural Film Procurement and Cost Management - Gansu Jiyang Plastic Co., Ltd. leverages basis trading to provide affordable agricultural films, essential for crop growth in the arid Northwest climate, while managing raw material costs effectively [5][6] - The company has adopted futures and options to hedge against price volatility, resulting in a more stable profit margin and reduced procurement costs for government agricultural film subsidies [7][8] Group 3: Industry Collaboration and Risk Management - Longchang Petrochemical Group has been involved in the futures market since 2007, developing a mature system for integrating futures and spot trading, benefiting both itself and downstream partners like Qinglong Pipeline and Jiyang Plastic [9][10] - The company emphasizes collaboration across the supply chain, offering various methods to help clients lock in procurement costs, including the use of call and put options [10] Group 4: Future Prospects and Industry Growth - The risk management awareness among Northwest enterprises has significantly improved, with many now actively using futures for price discovery and hedging, indicating a positive trend for future market participation [12] - The region is attracting more industries due to lower labor costs and resource availability, presenting new opportunities for growth, particularly in the plastic and chemical sectors [13]
聚丙烯市场周报-20250516
Rui Da Qi Huo· 2025-05-16 09:33
瑞达期货研究院 「2025.05.16」 聚丙烯市场周报 研究员:林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 助理研究员:徐天泽 期货从业资格号F03133092 关 注 我 们 获 取 更 多 资 讯 业务咨询 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 3 价格:本周受中美关税下调叠加国际油价走强影响,PP期货价格大幅拉涨。周四、周五PP随国际油价走 弱回调,整体冲高回落收涨。截至2025年5月16日收盘,PP2509合约报收于7093元/吨,较上周收盘上涨 1.81%。 基本面:供应端,本周中煤榆林、茂名石化、惠州立拓等装置停车检修,PP产量环比-4.00%至74.86万吨, 产能利用率环比-3.19%至76.56%。需求端,本周下游开工止降回升,平均开工率环比+0.33%至49.83%。 本周PP商业库存在83.86万吨,环比-6.51%,压力不大。上游企业密集检修,供应压力减弱,生产企业库 存环比-8.04%;终端产品外贸环境改善,市场交投好转,中间商低位备货,贸易商库存环比+11.27%;出 口成交增量有限,港口库 ...
冠通每日交易策略-20250513
Guan Tong Qi Huo· 2025-05-13 11:20
地址:北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层(100020) 总机:010-8535 6666 冠通每日交易策略 制作日期:2025 年 5 月 13 日 热点品种 塑料: 裕龙石化 1 线 HDPE 等检修装置重启开车,塑料开工率上涨至 85%左右,目前开 工率处于中性水平。PE 下游开工率环比下降 0.20 个百分点,农膜原料库存和农 膜订单继续下降,农膜逐步进入淡季,包装膜订单继续小幅下降,整体 PE 下游 开工率仍处于近年同期偏低位水平。上周末累库幅度较大,工作日正常去库,石 化库存处于近年同期偏低水平。美国加征关税不利于塑料下游制品出口同时聚乙 烯上游乙烷进口受限。宏观情绪提振叠加地缘风险增加,原油价格触底反弹。供 应上,新增产能山东新时代线性、惠州埃克森美孚一期线性新近投产,新增部分 检修装置,不过榆林化工等检修装置计划开车,下游还未完全恢复,以前期订单 生产为主,地膜逐步进入淡季,下游其他需求一般,目前新单跟进缓慢,下游开 工有所下降,不过中美贸易谈判提振市场情绪,现货交投好转,建议塑料空单逐 步止盈离场。 碳酸锂: 今日碳酸锂盘面开盘后低位震运行荡,收盘价 63727.6 ...
中国塑料加工工业协会副秘书长孟庆君:继往开来、持续履约,推动泡沫行业可持续发展|专家解读⑥
《国家方案》还加强了对ODS生产、销售和使用的管理,规定销售单位只能向已取得生产配额的生产单 位和已备案的销售单位购买管控物质,只能向已取得使用配额或已备案的销售、使用和维修单位销售管 控物质,进一步完善信息管理系统,加强全链条监管。同时,各地生态环境主管部门也把ODS生产、销 售、使用单位的执法检查纳入"双随机、一公开"管理,执法能力显著提升,特别是移动式监测设备投入 使用以后,对非法生产和使用ODS的监测能力大幅提高。 广大泡沫企业应按照《国家方案》要求,积极用好信息管理系统,做到合法经营,坚决抵制、举报非法 发泡剂的生产、销售和使用行为,如期实现HCFC-141b全部淘汰的目标,为保护臭氧层和国家履约工作 做出行业贡献,推动行业高质量、可持续发展。 作者系中国塑料加工工业协会副秘书长 中国政府高度重视臭氧层保护工作,自1989年9月加入《保护臭氧层维也纳公约》、1991年6月加入《关 于消耗臭氧层物质的蒙特利尔议定书》之后,1993年1月就实施了第一版《中国逐步淘汰消耗臭氧层物 质国家方案》。三十多年来,中国不断完善法规体系、管理框架、履约战略和各行业淘汰计划,为臭氧 层保护作出了重要贡献。 近日,经国 ...
三房巷:年产150万吨绿色多功能瓶片项目投产
news flash· 2025-05-08 10:13
Core Viewpoint - The company has recently launched its "150,000 tons per year green multifunctional bottle chip project," which is part of its public offering of convertible bonds, indicating a strategic move towards sustainable production practices [1] Group 1 - The project is implemented by the company's wholly-owned subsidiary, Jiangsu Xingye Plastic Chemical Co., Ltd. [1] - The project utilizes advanced production technology and equipment, featuring two sets of the largest single-unit 750,000 tons/year PET polymerization facilities [1] - The new production capabilities are expected to enhance production efficiency, reduce energy consumption, and minimize emissions, aligning with green and environmentally friendly production principles [1]
金发科技(600143):改性塑料龙头业绩高增长 新材料业务快速增长叠加石化业务改善
Xin Lang Cai Jing· 2025-05-08 04:30
Core Insights - The company reported significant revenue growth for 2024, with total revenue approximately 60.51 billion yuan (+26.2%), driven by strong performance in both domestic and overseas markets [1] - The net profit attributable to shareholders for 2024 reached approximately 820 million yuan (+160.4%), indicating robust profitability improvements [1] - The company’s Q1 2025 revenue showed a remarkable increase of approximately 15.67 billion yuan (+49.1%), reflecting continued momentum in its business segments [1] Business Segment Performance - The modified plastics segment achieved revenue of approximately 32.07 billion yuan in 2024 (+18.95%), with a gross margin of 22.07% [2] - The green petrochemical segment reported revenue of approximately 11.44 billion yuan in 2024 (+22.30%), with a notable improvement in gross margin to -6.36% (+6.08 percentage points) due to process enhancements and increased capacity utilization [2] - The healthcare segment experienced revenue growth of approximately 560 million yuan in 2024 (+46.36%), with glove sales volume reaching 4.714 billion pieces (+205.11%) [2] Sales and Market Expansion - The sales volume of modified plastics reached 2.5515 million tons in 2024 (+20.78%), with automotive materials contributing significantly [3] - The company is actively pursuing opportunities in emerging fields such as robotics and low-altitude economy while enhancing local supply and service capabilities in overseas markets [3] - In 2024, the overseas business achieved finished product sales of 233,500 tons (+29.51%), indicating successful international expansion efforts [3] Future Outlook - The company is positioned as a leader in the modified plastics market, with expectations for continued revenue growth and improvements in petrochemical and healthcare segments [4] - Revenue projections for 2025 to 2027 are estimated at 68.937 billion yuan, 77.934 billion yuan, and 86.563 billion yuan, respectively, with net profits expected to grow correspondingly [4] - The company is assigned a "buy" rating based on its strong growth trajectory and favorable market conditions [4]