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前九月产值近400亿元,临沂构建“3+X”精细化工产业体系
Qi Lu Wan Bao Wang· 2025-10-23 05:33
承载空间足、发展布局优,企业在这里可以快速选址、落地无忧。临沂现有郯城、沂水、临沭、临港4 个综合化工园区和费县粘合剂、沂南密胺等2个专业化工园区,园区之间相互支撑、差异发展,逐步形 成了"4+2"产业发展格局。在空间布局上,临沭、郯城化工园区辐射华东,高效化肥、丙烯酸、聚氨酯 等产业优势显著;沂水化工园区深度融入山东石化产业链条,拥有轮胎、各类化工助剂、橡胶制品等优 势产业;临港化工园区衔接亚欧大陆、辐射全国,以石墨烯、稀有金属、塑料助剂等为主导衍生发展; 费县胶粘剂园区对应全国最大的木业产业集群,市场空间广阔;沂南密胺化工园区以三聚氰胺为龙头, 服务支撑全市绿色建材产业高质量发展。 商贸物流强、产业配套全,企业在这里可以降本增效、做优做强。临沂地处京津冀与长三角经济圈中间 位置,是承南连北的重要节点、"齐鲁号"欧亚班列集结中心、全国性综合交通枢纽城市。全市现有物流 园区21处,3000余条物流线路通达全国所有县级以上城市和口岸,物流成本比全国平均低30%,成本优 势明显。临沂工业基础全面厚实,拥有41个工业大类的38个、207个中类的161个,截至2024年全市规模 以上工业企业数量全省第2,形成了以食品 ...
恒光股份连亏2年连3季 2021年上市募6亿西部证券保荐
Zhong Guo Jing Ji Wang· 2025-10-23 03:24
中国经济网北京10月23日讯 恒光股份(301118.SZ)昨日晚间披露2025年第三季度报告。 2023年、2024年,公司实现归属于上市公司股东的净利润分别为-6093.16万元、-3755.18万元。 | | 2024 年 | 2023 年 | 本年比上年増减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 1,234,857,956.20 | 936, 430, 932. 93 | 31. 87% | 1,080,038,967. 41 | | 归属于上市公司股东 的净利润(元) | -60,931,555.82 | -37,551,777.73 | -62. 26% | 201, 504, 053. 73 | | 归属于上市公司股东 的扣除非经常性损益 | -79,011,223.31 | -57, 145, 157. 20 | -38. 26% | 173,960,129,33 | | 的净利润(元) | | | | | | 经营活动产生的现金 流量净额(元) | 30, 968, 784. 87 | 36,957, 404. 32 | ...
凯盛新材股价涨5.47%,中信建投基金旗下1只基金重仓,持有16.73万股浮盈赚取21.41万元
Xin Lang Cai Jing· 2025-10-23 03:02
10月23日,凯盛新材涨5.47%,截至发稿,报24.67元/股,成交2.96亿元,换手率3.24%,总市值103.77 亿元。 资料显示,山东凯盛新材料股份有限公司位于山东省淄博市淄川区双杨镇(张博公路东侧),成立日期 2005年12月20日,上市日期2021年9月27日,公司主营业务涉及精细化工产品及新型高分子材料的研 发、生产和销售。主营业务收入构成为:羧基氯化物59.25%,无机化学品26.23%,羟基氯化物 13.93%,其他(补充)0.58%。 从基金十大重仓股角度 数据显示,中信建投基金旗下1只基金重仓凯盛新材。中信建投中证1000指数增强A(015784)二季度 持有股数16.73万股,占基金净值比例为0.8%,位居第八大重仓股。根据测算,今日浮盈赚取约21.41万 元。 中信建投中证1000指数增强A(015784)成立日期2022年6月28日,最新规模2.29亿。今年以来收益 29.87%,同类排名1537/4218;近一年收益36.63%,同类排名1059/3875;成立以来收益34.47%。 中信建投中证1000指数增强A(015784)基金经理为王鹏。 截至发稿,王鹏累计任职时间5年 ...
灌南乡村振兴蹚出“五方挂钩”新路径
Xin Hua Ri Bao· 2025-10-22 23:58
金秋灌南,沃野铺金。硕项湖及湖畔蟹肥菊黄,菌菇大棚里雪白的杏鲍菇簇拥生长,工业集中区的机器 声与乡村集市的吆喝声交织成振兴乐章。 2024年6月,省委驻灌南县乡村振兴工作队由17人组成的"战斗小组"携使命进驻,打破"点式帮扶"惯 性,创新提出"四个统筹",即"资金统筹、项目统筹、资源统筹、人才统筹",结合灌南县域发展实际, 走好城乡融合发展之路,将有限资金用作撬动经济发展的"硬杠杆",将优选项目打造成为联农带农 的"示范田",将各方资源汇聚成支撑高质量发展的"蓄水池",将各类人才培育为激发乡村振兴内生动力 的"金种子",以"五方挂钩"15家成员单位为后盾,在灌南11个镇的土地上,拉开城乡融合发展的大幕。 这支队伍带着"同频共振"的共识而来。以省住房和城乡建设厅为组长单位,宜兴市为副组长单位,15家 成员单位拧成一股绳,以特别能吃苦、特别能战斗、特别能攻关、特别能奉献的精神,推动"四个统 筹"落地见效。"不再是单兵作战,工作一起干!"省委驻灌南县乡村振兴工作队队长王登云的话,道出 了队伍以统筹聚合力的协作底色。 一年多来,他们用脚步丈量民情,用实干破解难题,灌南乡村的"颜值"更高,"底气"更足。"现在的日 子更 ...
科思股份:10月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-22 11:49
Group 1 - The core point of the article is that Kesi Co., Ltd. (SZ 300856) announced the convening of its fourth board meeting on October 22, 2025, to review various proposals, including amendments to the board meeting rules [1] - For the first half of 2025, Kesi Co., Ltd. reported that its revenue composition was entirely from fine chemicals, accounting for 100.0% [1] - As of the time of reporting, Kesi Co., Ltd. has a market capitalization of 6.6 billion yuan [1]
商务发布|山东持续优化外商投资环境,打造外资首选地
Qi Lu Wan Bao· 2025-10-21 10:39
10月21日,山东省政府新闻办举行发布会,介绍山东深化与跨国公司合作、共建共生共赢产业生态有关情况。针对"山东在优化外商投资环境、更大力度吸 引和利用外资方面采取哪些举措"这一问题,山东省商务厅副厅长熊云泽用"三个再"概括了最新进展:开放领域再扩大、合作渠道再拓展、政策集成再加 力。 开放领域再扩大。山东全面落实新版外商投资准入负面清单,持续推进制造业、服务业、农业扩大开放。制造业方面,德国汉高乐泰、英国阿斯利康、新加 坡金鹰集团、美国惠普、日本小松等世界500强和行业领军企业扎根山东,带动形成新材料、生物医药、新一代信息技术、工程机械等产业集群;韩国现 代、德国采埃孚等汽车领域企业追加投资,参与产业链上下游配套协作。服务业方面,青岛获批国家服务业扩大开放综合试点。农业方面,美国欧喜和泰 森、新加坡澳亚集团、丰益国际等跨国企业扩大投资,投向现代牧场、粮油加工、家禽养殖等领域。 合作渠道再拓展。2021—2024年,山东开展利润再投资攻坚行动,落实递延纳税等政策,外商投资企业利润再投资占全省实际使用外资的8.8%。亚太森博 系列项目先后27次增资扩产,累计投资额近300亿元;希杰生物科技项目自2004年以来陆续 ...
【研选行业+公司】AI产业高Beta机会在哪?这份三主线投资图谱请收好
第一财经· 2025-10-17 12:31
Group 1 - The article emphasizes the importance of understanding the complexities of brokerage research reports and the potential missed investment opportunities due to outdated institutional research data [1] - It introduces a daily breakdown of popular industry chains or core companies, highlighting a rigorous selection standard for research reports and a focus on uncovering unexpected investment opportunities [1] Group 2 - The AI industry is identified as having a high ceiling, strong monetization potential, growth prospects, and a more favorable industry chain, with high Beta investment opportunities highlighted [1] - A specific undervalued leader in the fine chemical sector is mentioned, which is positioned in the trillion-yuan market for PEEK materials, linked to the top three suppliers of fluoroketones, and has also entered the fields of photoinitiators and new cosmetics [1] - The company currently has a production capacity of 9,800 tons, with an additional 8,000 tons from a fundraising project expected to reach production by the end of 2025, indicating a promising outlook for future earnings growth [1]
凯盛新材股价涨5.04%,财通证券资管旗下1只基金重仓,持有1.31万股浮盈赚取1.52万元
Xin Lang Cai Jing· 2025-10-17 05:58
财通资管中证1000指数增强A(019402)成立日期2024年4月29日,最新规模1028.15万。今年以来收益 20.77%,同类排名2608/4218;近一年收益34.39%,同类排名1602/3865;成立以来收益34.85%。 财通资管中证1000指数增强A(019402)基金经理为辛晨晨。 截至发稿,辛晨晨累计任职时间5年40天,现任基金资产总规模1110.61万元,任职期间最佳基金回报 36.18%, 任职期间最差基金回报-34.95%。 10月17日,凯盛新材涨5.04%,截至发稿,报24.18元/股,成交4.31亿元,换手率4.75%,总市值101.71 亿元。 资料显示,山东凯盛新材料股份有限公司位于山东省淄博市淄川区双杨镇(张博公路东侧),成立日期 2005年12月20日,上市日期2021年9月27日,公司主营业务涉及精细化工产品及新型高分子材料的研 发、生产和销售。主营业务收入构成为:羧基氯化物59.25%,无机化学品26.23%,羟基氯化物 13.93%,其他(补充)0.58%。 从基金十大重仓股角度 数据显示,财通证券资管旗下1只基金重仓凯盛新材。财通资管中证1000指数增强A(0 ...
凯盛新材股价涨5.04%,中信建投基金旗下1只基金重仓,持有16.73万股浮盈赚取19.41万元
Xin Lang Cai Jing· 2025-10-17 05:57
Group 1 - The core viewpoint of the news is that Kaisheng New Materials has seen a significant increase in stock price, with a rise of 5.04% to 24.18 CNY per share, and a total market capitalization of 10.171 billion CNY [1] - Kaisheng New Materials, established on December 20, 2005, and listed on September 27, 2021, specializes in the research, production, and sales of fine chemical products and new polymer materials [1] - The company's main business revenue composition includes carboxylic chlorides at 59.25%, inorganic chemicals at 26.23%, hydroxyl chlorides at 13.93%, and others at 0.58% [1] Group 2 - From the perspective of fund holdings, a fund under CITIC Jiantou has a significant position in Kaisheng New Materials, holding 167,300 shares, which accounts for 0.8% of the fund's net value, ranking it as the eighth largest holding [2] - The CITIC Jiantou CSI 1000 Index Enhanced A fund has achieved a year-to-date return of 30.02% and a one-year return of 43.56%, ranking 1624 out of 4218 and 1176 out of 3865 respectively in its category [2] - The fund manager, Wang Peng, has a tenure of 5 years and 163 days, with the best fund return during this period being 81.15% and the worst being -7.96% [3]
博苑股份10月16日获融资买入8079.10万元,融资余额1.19亿元
Xin Lang Cai Jing· 2025-10-17 01:44
Group 1 - The stock of Baoyuan Co., Ltd. increased by 15.91% on October 16, with a trading volume of 1.016 billion yuan [1] - On the same day, Baoyuan Co. had a financing buy-in amount of 80.791 million yuan and a net financing buy-in of 17.657 million yuan, with a total financing and securities balance of 119 million yuan [1] - The current financing balance of Baoyuan Co. is 119 million yuan, accounting for 4.25% of its circulating market value [1] Group 2 - Baoyuan Co., Ltd. is located in Shouguang City, Shandong Province, and was established on August 6, 2008, with its main business involving the research, production, and sales of fine chemicals [2] - The company's main business revenue composition includes 74.56% from iodides, 12.79% from specialty functional chemicals, 9.94% from trading, and 2.72% from other sources [2] - For the first half of 2025, Baoyuan Co. achieved an operating income of 747 million yuan, a year-on-year increase of 7.39%, while the net profit attributable to the parent company was 99.0429 million yuan, a year-on-year decrease of 19.09% [2] Group 3 - Baoyuan Co. has cumulatively distributed 88.408 million yuan in dividends since its A-share listing [3]