春去夏来，在青翠如屏的神农山下，河南晋控天庆煤化工有限责任公司一期年产6万吨三聚氰胺项目正 加紧推进。该项目总投资52.04亿元，占地370亩，分三期建设，主要生产氢气、丁辛醇、三聚氰胺和聚 苯硫醚等化工产品。 "在'双碳'目标驱动下，我们在技术革新、绿色升级、人才强企等方面全面发力，探索出一条传统产业 向精益化、智能化、绿色化转型的新路径。"晋控天庆党委副书记、总经理魏红伟说。 晋控天庆充分发挥高技能人才的示范作用，创新技能人才培养模式，成立了朱如林技能大师工作室，聚 焦电焊技能培训、技术革新和解决现场问题。2024年，该公司申请专利35项，获授权专利17项，获评沁 阳市科技创新领军企业及项目建设先进集体，荣获晋能控股集团2024年"五小"创新优秀奖6项，装备集 团科技进步奖2项、"五小"成果奖7项，充分展现了企业在科技进步和创新实践中的显著成效。 绿色技术延伸产业链 绿色发展是高质量发展的底色。在三聚氰胺项目实现低碳突破的同时，晋控天庆将绿色技术革新延伸至 全产业链。他们积极推进尿素装置节能改造联产75%水溶液尿素项目，在维持年总产能52万吨不变的前 提下，采用水溶液全循环法对尿素装置进行节能改造，使尿素 ...

Core Points - Danhua Chemical Technology Co., Ltd. has established its Articles of Association to protect the rights of the company, shareholders, employees, and creditors, in accordance with relevant laws [2][3] - The company was founded as a joint-stock company in Shanghai and is registered with a capital of RMB 1,016,524,240 [3][4] - The company aims to create a leading platform for coal chemical and related chemical technology research and industrial development [5][6] Company Structure - The company is a permanent joint-stock company with a legal representative who is the chairman elected by the board of directors [4][5] - The company has issued a total of 1,016,524,240 shares, consisting of 822,730,634 domestic ordinary shares and 193,793,606 foreign shares [6][7] - The company does not provide financial assistance for others to acquire its shares, except for employee stock ownership plans [7][8] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends, attend meetings, supervise the company’s operations, and request information [12][13] - Shareholders are obligated to comply with laws and the Articles of Association, and they cannot withdraw their capital except as legally permitted [40][41] - The company’s shareholders are liable for the company’s debts only to the extent of their subscribed shares [4][5] Shareholder Meetings - The company holds annual and temporary shareholder meetings, with the annual meeting required to be held within six months after the end of the previous fiscal year [48][49] - Shareholder meetings can be convened by the board of directors or at the request of shareholders holding more than 10% of the shares [24][25] - The company must provide legal opinions on the meeting's legality and the qualifications of attendees [21][22] Voting and Resolutions - Resolutions can be classified as ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring a two-thirds majority [80][81] - Shareholders can vote in person or by proxy, and the company must ensure that the voting process is transparent and fair [66][67] - Related party shareholders must abstain from voting on matters that constitute related transactions [84]

证券代码：603113 证券简称：金能科技 债券代码：113545 债券简称：金能转债 金能科技股份有限公司 公开发行 A 股可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法》"）《金 能科技股份有限公司 2019 年度公开发行 A 股可转换公司债券受托管理协议》（以下简 称"《受托管理协议》"）《金能科技股份有限公司公开发行 A 股可转换公司债券募 集说明书》（以下简称"《募集说明书》"）《金能科技股份有限公司 2024 年年度报 告》等相关公开信息披露文件、第三方中介机构出具的专业意见等，由本期债券受托管 理人中信证券股份有限公司（以下简称"中信证券"或"受托管理人"）编制。中信证 券对本报告中所包含的从上述文件中引述内容和信息未进行独立验证，也不就该等引述 内容和信息的真实性、准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关事宜做 出独立判断，而不应将本报告中的任何内容据以作为中信证券所作的承诺或声明。在任 何情况下，投资者依据本报告 ...

杨鈜汉 投资咨询从业资格号：Z0021541 yanghonghan025588@gtjas.com 【基本面跟踪】 尿素基本面数据 | 项 | 目 | 项目名称 | | 昨日数据 | 前日数据 | 变动幅度 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 尿素主力 | 收盘价 | （元/吨） | 1,724 | 1,740 | -16 | | | | 结算价 | （元/吨） | 1,720 | 1,721 | - 1 | | | | 成交量 | （手） | 538,829 | 551,401 | -12572 | | | （09合约） | 持仓量 | （手） | 233,314 | 255,236 | -21922 | | | | 仓单数量 | （吨） | 500 | 0 | 500 | | | | 成交额 | （万元） | 1,853,143 | 1,898,223 | -45080 | | | 基 差 | 山东地区基差 | | 7 6 | 2 0 | 5 6 | | | | 丰喜-盘面 | （运费约100元/吨） | -64 | -90 | ...

Group 1 - The article emphasizes the implementation of Xi Jinping's important speeches and directives regarding Henan, focusing on "two highs and four efforts" for current and future work arrangements [1] - The city of Shangqiu aims to achieve significant progress in "two highs" and remarkable results in "four efforts," with a focus on deepening execution, innovating implementation, and advancing projects [1] - Key areas of focus include enhancing the modern industrial system and strengthening agriculture, with an emphasis on manufacturing and agricultural industrialization [1] Group 2 - The city plans to implement a "leading enterprise + shared factory + farmers" model to promote rural revitalization and urban-rural integration [1] - There is a commitment to improving people's livelihoods and strengthening social governance through risk resolution mechanisms and innovative governance models [2] - Environmental protection efforts include comprehensive governance and projects aimed at ecological restoration, such as the "Three Waters to Commerce" initiative [2] Group 3 - Cultural prosperity is a priority, with actions focused on heritage protection and the integration of culture and tourism to enhance the cultural brand of Shangqiu [2] - The article outlines seven actions to promote high-quality development in the cultural and tourism industry, leveraging historical sites and cultural resources [2]

光大期货煤化工商品日报 光大期货煤化工商品日报 光大期货煤化工商品日报（2025 年 6 月 26 日） 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 一、研究观点 品种 点评 观点 尿素 周三尿素期货主力合约上涨 2.47%至 1740 元/吨。现货市场主流地区同步反弹 10～30 元/吨，山东、河南地区市场价格分别上涨至 1760 元/吨、1770 元/吨。基本面来看， 昨日尿素日产量 19.56 万吨，日环比降 0.39 万吨。需求跟进情绪转为积极，昨日主流 地区现货产销率多数维持 100%以上，个别地区 70%-80%。期现市场同步反弹受到第 二批出口配额相关消息提振，再叠加近期印度招标、港口检验渠道等，消息面对市场 情绪影响较大，预计短期尿素期货市场继续偏强运行，持续性仍需观察后续是否具有 更多利好因素驱动。继续关注出口政策动态、印标动态、国内日产及现货成交情况。 看涨 纯碱 周三纯碱期货价格震荡偏强，现货市场弱势下行，部分主流地区报价下调 20～50 元 /吨。贸易环节价格跟随盘面情绪小幅回暖，昨日沙河及其周边地区重碱自提贸易价 格 1205 元/吨，日环比涨 8 元 ...

2025 年 06 月 26 日 尿素：消息面带动投机性，短期震荡运行 | | | | 【基本面跟踪】 | | --- | 尿素基本面数据 | 项 | 目 | | 项目名称 | 昨日数据 | 前日数据 | 变动幅度 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 尿素主力 | 收盘价 | （元/吨） | 1,740 | 1,698 | 4 2 | | | | 结算价 | （元/吨） | 1,721 | 1,698 | 2 3 | | | | 成交量 | （手） | 551,401 | 439,543 | 111858 | | | （09合约） | 持仓量 | （手） | 255,236 | 247,071 | 8165 | | | | 仓单数量 | （吨） | 0 | 0 | 0 | | | | 成交额 | （万元） | 1,898,223 | 1,493,084 | 405139 | | | 基 差 | | 山东地区基差 | 2 0 | 5 2 | -32 | | | | 丰喜-盘面 | （运费约100元/吨） | -120 | -78 | -4 ...

Core Viewpoint - Yangmei Chemical is under investigation by the regulatory authority due to the former controlling shareholder's fund occupation issue, which has led to significant financial losses and a strategic shift towards transformation [1][3][5]. Financial Performance - Yangmei Chemical has experienced continuous revenue decline since 2022, with projected total losses exceeding 2 billion yuan for 2023 and 2024 [1][6]. - The company's revenue figures for 2022, 2023, and 2024 are 17.036 billion yuan, 13.621 billion yuan, and 10.895 billion yuan, reflecting year-on-year decreases of 9.08%, 20.05%, and 20.01% respectively [5][6]. - The net profit attributable to shareholders for the same years shows a drastic drop from 70 million yuan in 2022 to losses of 1.366 billion yuan in 2023 and 681 million yuan in 2024 [5][6]. Corporate Restructuring - Yangmei Chemical is actively pursuing industrial transformation, with a new controlling shareholder, Lu'an Chemical, set to take over in December 2024 [2][6]. - The company announced a name change to Shanxi Lu'an Chemical Technology Co., Ltd., signaling a strategic shift under new management [2][7]. - The company is focusing on optimizing its industrial layout and has made advancements in hydrogen energy technology, including the development of a green methanol synthesis device [6][7]. Market Context - The chemical industry has faced challenges due to insufficient effective demand and price volatility of raw materials, impacting Yangmei Chemical's product pricing and overall performance [5][6]. - The global demand for clean energy is rising, positioning hydrogen energy as a promising market opportunity for Yangmei Chemical [6][7].

Core Viewpoint - Shandong Hualu Hengsheng Chemical Co., Ltd. is a leading manufacturer in the basic chemical raw materials and modern coal chemical industry, demonstrating a strong cost advantage and a commitment to precise investment and lean management [1][2]. Group 1: Business Strategy - The company emphasizes a balanced approach to managing various relationships, focusing on steady progress while mitigating risks and optimizing resources [2]. - Hualu Hengsheng maintains a clear direction by enhancing its brand attributes: specialization, precision, distinctiveness, and innovation [2]. - The company aims to improve its comprehensive competitive ability, ensuring low costs and high efficiency, while maintaining industry-leading asset quality and profitability metrics [2]. Group 2: Investment and Growth - Hualu Hengsheng strategically selects products and projects that align with its existing industrial advantages, ensuring that new projects become growth points upon completion [3]. - The company conducts thorough risk assessments for its projects, ensuring that they are viable and can generate returns immediately upon production [3]. - Continuous upgrading of production capabilities is prioritized, with a focus on eliminating outdated technologies and enhancing operational efficiency [3]. Group 3: Operational Efficiency - The company has developed a unique flexible multi-production process, enhancing raw material utilization and overall efficiency, which has been recognized and emulated within the industry [4]. - Hualu Hengsheng has implemented cost-reduction initiatives, achieving over 140 million yuan in savings for 2024, with production costs 15% lower than the industry average [4]. - The company adheres to a "co-opetition" marketing strategy, achieving a product gross margin of 18.87% and a sales profit margin of 14.62% despite market challenges [4]. Group 4: Management Practices - Hualu Hengsheng employs a flat organizational structure to enhance decision-making efficiency and collaboration, with minimal management layers [6]. - The company has established over 140 management systems and has received certifications for quality, environmental, and safety management, ensuring meticulous operational standards [6]. - A comprehensive human resources reform is in place to boost employee effectiveness and align individual performance with corporate goals [6].

"公司有几个重大危险源？液氨装车作业使用鹤管充装吗？现场是否配备了必要的抢修、防护、消 防器材？" 近日，在辽宁北方煤化工（集团）股份有限公司的厂区内，工作人员被连环提问。 提问的人来自锦西天然气化工有限责任公司，当天，由该企业副总经理带队，企业安全处、生产 处、设备管理处、规划与项目管理处、电仪车间等6个部门的负责人组成高水平专家组，走进辽宁北方 煤化工（集团）股份有限公司帮助查找并消除安全生产隐患。 让同类型危化品生产企业开展一对一结对帮扶，是省应急厅推进危险化学品安全生产治本攻坚三年 行动、创新危险化学品安全监管方式的又一重要举措，此次帮扶也是近五年来的首次，帮扶聚焦一个主 要领域——合成氨。 此次帮扶的促成，离不开省应急厅前期的"穿针引线"与积极推进。一对一结对帮扶一方面创新了监 管方式，充分发挥出我省骨干危险化学品生产企业在技术、人才、管理、投入等方面的优势；另一方 面，以大带小，促进企业间交流合作，拓宽危险化学品安全管理思路，实现安全管理经验与安全管理技 术等优势互补，进一步夯实危险化学品安全生产基础，稳步提升全省危险化学品企业安全生产水平。 合成氨生产企业，生产过程涉及多重安全风险，2023年起 ...