Core Viewpoint - Wanhua Chemical (600309) reported a decline in revenue and net profit for the first half of 2025, reflecting challenges in the chemical industry and specific market segments [1] Company Performance - The company achieved an operating revenue of 90.901 billion yuan, a year-on-year decrease of 6.35% [1] - The net profit attributable to shareholders was 6.123 billion yuan, down 25.1% year-on-year [1] Industry Insights - The global polyurethane industry demand remained stable, with strong performance in the new energy and high-end manufacturing sectors [1] - The demand for polyurethane composite materials continued to rise due to the lightweight requirements of the electric vehicle sector [1] - However, overseas demand in areas such as building energy efficiency was weaker than expected due to slow recovery in overseas investments [1] - The petrochemical industry experienced a concentrated release of olefin product capacity, leading to a temporary imbalance in supply and demand, which further compressed profit margins in the petrochemical business [1]

Investment Rating - The report indicates a high level of optimism for the refrigerants and glyphosate sectors, suggesting a continuation of high demand and price stability in these markets [7][12]. Core Insights - The glyphosate market is experiencing sustained price increases due to strong downstream demand, particularly from regions like Europe and Africa, leading to tight supply conditions [21][25]. - The refrigerant market is benefiting from seasonal demand spikes and supply constraints due to quota policies, which are supporting higher prices for products like R32 and R134a [28][4]. - The report highlights the potential for growth in the civil explosives sector driven by infrastructure projects and the Belt and Road Initiative, recommending specific companies for investment [5]. Summary by Sections (1) Key Chemical Product Price Tracking - Glyphosate prices rose to 26,399 CNY/ton, up 100 CNY/ton from the previous week, with a weekly production of 0.9 million tons, down 18.5% [21][25]. - Refrigerant prices for R22 increased to 35,500 CNY/ton, R134a to 50,500 CNY/ton, and R32 to 56,500 CNY/ton, reflecting strong demand and tight supply [4][28]. (2) Polyurethane: MDI and TDI Price Movements - MDI prices increased significantly, with the average price for polymer MDI in South China at 16,000 CNY/ton, up 2.24% from the previous week [19]. - TDI prices in East China decreased to 16,750 CNY/ton, down 3.46% due to seasonal demand weakness [19]. (3) Agricultural Chemicals: Glyphosate and Fertilizer Price Trends - Glyphosate's profitability decreased slightly to 3,407.2 CNY/ton, while the market remains tight with reduced inventory levels [21][25]. - Urea prices rose to 1,779 CNY/ton, and potassium chloride prices increased to 3,285 CNY/ton, driven by export policies and supply constraints [25][27]. (4) Fluorochemicals: Refrigerant Price Increases - The report notes that R32 and R134a prices have risen due to increased demand from high temperatures and limited supply flexibility [28]. - The price of raw materials like fluorspar and hydrofluoric acid remained stable, indicating a balanced supply-demand scenario in the upstream market [28].

导读：被抽中现场检查后马上选择"逃单"，这不得不让人怀疑该拟上市企业对自身"合规"的不自信。当 然，如今重启上市部署，就当年的"一查就撤"，诚丰新材却并不承认自己是因怕"带病上市"被查而紧急 选择"逃单"。日前，在诚丰新材申报新三板挂牌的审核问询回复中，其给出了另一套说辞。 作者：雷 都@北京 编辑：翟 睿@北京 江苏诚丰新材料股份有限公司（下称"诚丰新材"）并不是在近期才决定重启上市计划的。 早在三年前的2022年7月底以主动撤回申报材料的方式终止前次IPO后，诚丰新材在2024年9月就与华泰 联合签署了新一轮上市的辅导协议并获得江苏证监局的备案，由此又一次拉开了其向A股资本市场进军 的序幕。 本着"在哪里跌倒就在那里爬起来"的"精神"，据叩叩财经获悉，诚丰新材此次重启IPO一直以来皆将上 市的目的地剑指沪市主板——在三年前，诚丰新材也是在申报上交所主板IPO上市审核期间因突发变故 而不得不放弃其资本化的计划的。 不过，随着新一轮上市辅导的推进以及A股相关上市监管政策的深化，诚丰新材"再向A股行"的计划也 在悄然发生着变动。 日前，刚刚完成重启上市后第三期辅导工作进展的诚丰新材，其名字悄然出现在了申报新三板 ...

Summary of Conference Call Notes Company and Industry Overview - **Industry**: Financial Technology, Semiconductor, Chemical, Military, Agriculture, and New Consumption - **Key Companies**: Tianyang Technology, Wentai Technology, Wanhu Chemical, Gaode Hongai, Muyuan Co., Ltd., Chuan Yi Co., Ltd., Lao Pu Gold, Li Gao Video, and Long Sheng. Key Points and Arguments Tianyang Technology - **Market Position**: Leading in card solutions, with financial services accounting for about one-third and fintech solutions for two-thirds of revenue [2] - **Revenue**: Total revenue for 2024 is projected at 1.76 billion, down 8% year-on-year, with net profit at 78 million, also showing a decline [2] - **Growth Opportunities**: Key business areas like corporate credit are expected to grow over the next three years [2][4] Wentai Technology - **Business Segments**: Divided into product integration and semiconductor businesses, with the latter showing revenue growth in the first half of the year [5][6] - **Market Trends**: The semiconductor segment's revenue is expected to grow, particularly in automotive applications, which account for over 60% of revenue [6][7] - **Future Projections**: Expected revenue decline in product integration but significant profit growth in semiconductors projected for 2025-2027 [8] Wanhu Chemical - **Market Dynamics**: TDI prices are expected to rise due to supply shortages caused by maintenance and accidents at production facilities [9][10] - **Price Trends**: Domestic TDI prices increased by 32% recently, indicating strong demand and supply constraints [10][11] - **Industry Outlook**: Anticipated simultaneous price increases for TDI and MDI, benefiting leading companies like Wanhu [11] Gaode Hongai - **Business Expansion**: Transitioning from a supplier to a comprehensive weapon system provider, with significant contracts signed recently [12][13] - **Financial Performance**: Expected rapid growth in revenue and profit due to increased orders and successful project deliveries [14] Muyuan Co., Ltd. - **Market Position**: Positioned well in the agricultural sector with a focus on cost advantages and stable profit margins [15][19] - **Price Stability**: Government policies are expected to stabilize pork prices, reducing downward pressure on prices [17][18] - **Future Projections**: Anticipated price increases for pork in the coming year, benefiting the company's profitability [18][20] Chuan Yi Co., Ltd. - **Industry Position**: A leading automation instrument company with significant growth potential in domestic and international markets [24][25] - **Market Trends**: Expected growth in demand due to infrastructure projects and a low industry base [24] Lao Pu Gold - **Financial Performance**: Significant revenue growth projected for the first half of the year, with expectations for continued strong performance [27][28] - **Market Outlook**: Anticipated strong demand and expansion in new store openings contributing to revenue growth [28] Li Gao Video - **Market Dynamics**: Stable performance in the supply chain, with growth in revenue and profit despite market pressures [30] - **Product Innovation**: Introduction of new products in response to regulatory changes, enhancing market competitiveness [30][31] Long Sheng - **Cost Management**: Decrease in raw material costs, particularly oil, is expected to improve profit margins [32][33] - **Market Conditions**: Positive outlook due to government policies aimed at stabilizing the economy and improving PPI [34][35] Additional Important Insights - **Overall Market Trends**: The conference highlighted a general trend of companies adapting to market changes and government policies, with a focus on innovation and cost management across various sectors. - **Investment Recommendations**: Analysts recommended several companies as "golden stocks" based on their market positions, growth potential, and financial performance. This summary encapsulates the key insights and projections discussed during the conference call, providing a comprehensive overview of the companies and industries involved.

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The Ministry of Industry and Information Technology and other departments are conducting an assessment of outdated facilities in the petrochemical industry, aiming to promote safety, green, and digital upgrades [1][13] - The domestic pure MDI market has seen a price increase of 2.38%, with the average price reaching 17,200 CNY/ton due to strong market sentiment and supply-side support [2][5] - The market for paraquat remains strong, with stable demand and normal supply from major domestic enterprises [3] Summary by Sections Key News Tracking - The joint notice from five ministries emphasizes the need for comprehensive upgrades in the petrochemical industry to mitigate safety and environmental risks [1][13] - The recent increase in WTI oil prices by 3.3% to 67.33 USD/barrel reflects a positive trend in the energy sector [2] Product Price Monitoring - Among the tracked chemical products, 72 saw price increases, while 102 experienced declines, indicating a mixed market sentiment [26] - The top five chemical products with price increases include coke (+12.6%), soft foam polyether (+9.8%), and epoxy chloropropane (+8.8%) [29] Industry Performance - The basic chemical sector decreased by 1.34%, outperforming the CSI 300 index by 0.41 percentage points, ranking 9th among all sectors [4][16] - The sub-industries with significant weekly gains include synthetic resin (+11.48%) and adhesives (+4.26%) [19] Key Industry Insights - Demand stability and global supply dominance are crucial for sectors like MDI and agricultural chemicals, with specific companies recommended for investment [5] - The report highlights investment opportunities in sectors with supply replacement gaps, such as OLED materials and synthetic biology [6]

Group 1: Qingdao Bank - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half of 2025, representing a year-on-year increase of 16.05% [1] - The bank achieved an operating income of 7.662 billion yuan, up 7.50% year-on-year [1] - Established in November 1996, Qingdao Bank primarily provides deposit, loan, and payment services [1] Group 2: Fuanna - Fuanna plans to repurchase shares worth between 55.85 million yuan and 104 million yuan, with a maximum repurchase price of 11 yuan per share [1] - The repurchased shares will be used for employee stock ownership plans or equity incentive plans [1] - Founded in August 1994, Fuanna specializes in the research, design, production, and sales of textile home products [1] Group 3: Zhengdan Co., Ltd. - Zhengdan Co., Ltd. reported a net profit of 630 million yuan for the first half of 2025, a significant year-on-year increase of 120.35% [1] - The company achieved an operating income of 1.429 billion yuan, up 3.37% year-on-year [1] - The company plans to distribute a cash dividend of 3 yuan per 10 shares [1] Group 4: Huilv Ecology - Huilv Ecology's subsidiary plans to increase its investment in a light module production base from 200 million yuan to 800 million yuan [3] - The project will be constructed in phases in the Ezhou Airport Economic Zone, focusing on production facilities and high-end optical communication equipment [3] - Established in January 1990, Huilv Ecology provides a full range of services in landscape engineering and design [3] Group 5: Shandong Highway - Shandong Highway plans to participate in a capital increase project for Weihai Bank, with a total fundraising of up to 3 billion yuan [5] - The company intends to subscribe to no more than 106 million shares at a price of 3.29 yuan per share [5] - Founded in November 1999, Shandong Highway focuses on investment and operation of transportation infrastructure [5] Group 6: Aoshikang - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [6] - The bonds will have a maturity of six years [6] - Established in May 2008, Aoshikang specializes in the research, production, and sales of high-density printed circuit boards [6] Group 7: Darui Electronics - Darui Electronics intends to acquire 80% of Weisi Technology for a total of 1.34 billion yuan [7] - The acquisition includes a capital increase of 30 million yuan for Weisi Technology [7] - Founded in September 2003, Darui Electronics focuses on the development and production of consumer electronic components [7] Group 8: Wanhu Chemical - Wanhu Chemical's shareholder plans to reduce their stake by up to 0.54%, equating to a maximum of 17 million shares [8] - The reduction is due to the shareholder's personal financial needs [8] - Established in December 1998, Wanhu Chemical specializes in polyurethane and fine chemicals [8] Group 9: Changhua Chemical - Changhua Chemical plans to raise up to 230 million yuan through a private placement for a carbon dioxide polyether project [10] - The total investment for the project is 743 million yuan [10] - Founded in October 2010, Changhua Chemical focuses on the research, production, and sales of polyether products [10] Group 10: New Aluminum Era - New Aluminum Era plans to invest at least 500 million yuan in a project to produce 800,000 lightweight high-strength automotive components [11] - The company will also invest in an aluminum alloy recycling project in Chongqing [11] - Established in December 2015, New Aluminum Era specializes in the development and production of aluminum components for electric vehicle battery systems [11] Group 11: Oriental Yuhong - Oriental Yuhong reported a net profit of 564 million yuan for the first half of 2025, a year-on-year decrease of 40.16% [12] - The company achieved an operating income of 13.569 billion yuan, down 10.84% year-on-year [12] - The company plans to distribute a cash dividend of 9.25 yuan per 10 shares [12] Group 12: Yisheng Co., Ltd. - Yisheng Co., Ltd. reported a net profit of 6.1551 million yuan for the first half of 2025, a significant year-on-year decrease of 96.64% [13] - The company achieved an operating income of 1.321 billion yuan, down 3.98% year-on-year [13] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares [13] Group 13: Guangzhou Port - Guangzhou Port expects to complete a cargo throughput of 50.233 million tons in July, a year-on-year increase of 3.1% [14] - The port anticipates a container throughput of 2.272 million TEUs in July, up 1.2% year-on-year [14] - Established in December 2010, Guangzhou Port provides comprehensive services including cargo handling and logistics [14] Group 14: Tibet Tourism - Tibet Tourism announced it may apply for a trading suspension if significant stock trading anomalies continue [16] - The company's stock has seen a cumulative increase of 135.98% over nine consecutive trading days [16] - Founded in June 1996, Tibet Tourism focuses on tourism services and related businesses [16] Group 15: Jiayao Co., Ltd. - Jiayao Co., Ltd. announced a plan to reduce its stake by up to 4.95%, equating to a maximum of 5.5715 million shares [18] - The reduction is due to the shareholders' management needs [18] - Established in August 1999, Jiayao Co., Ltd. specializes in the research, production, and sales of wet wipes [18] Group 16: Heyuan Gas - Heyuan Gas plans to reduce its stake by up to 2%, equating to a maximum of 2.1124 million shares [19] - The reduction will occur through both centralized bidding and block trading [19] - Founded in November 2003, Heyuan Gas focuses on the research, production, and sales of various gas products [19] Group 17: Dalian Friendship - Dalian Friendship announced that its controlling shareholder reached a settlement agreement regarding a litigation case [4] - The controlling shareholder plans to inform the company upon receiving the court's ruling [4] - Established in July 1992, Dalian Friendship primarily operates in retail, hospitality, and real estate [4] Group 18: Daxin City - Daxin City plans to privatize and delist, with a total repurchase amount of approximately 2.932 billion HKD [20] - The repurchase will involve 4.73 billion shares at a price of 0.62 HKD per share [20] - Founded in October 1993, Daxin City focuses on real estate development and management [20] Group 19: *ST Taihe - *ST Taihe announced that a shareholder's shares have been judicially frozen due to a contractual dispute [21] - The frozen shares account for 10.56% of the total share capital [21] - Established in December 2010, *ST Taihe focuses on water environment ecological construction and maintenance [21] Group 20: Qianli Technology - Qianli Technology's subsidiary plans to transfer technology intellectual property for 345 million yuan [22] - The transaction involves a project technology transfer agreement with Ningbo Geely Automotive Research Institute [22] - Founded in December 1997, Qianli Technology specializes in the research, production, and sales of passenger vehicles and motorcycles [22]

Core Viewpoint - The company is planning to issue A-shares to specific investors in 2025, which may dilute immediate returns for existing shareholders, and has outlined measures to mitigate this dilution risk [1][2][5]. Financial Impact of the Stock Issuance - The total amount to be raised from the issuance is estimated at 230 million yuan, with the number of shares to be issued being approximately 12.5 million, not exceeding 30% of the total shares before the issuance [2][4]. - The company's net profit for 2024 is projected at 58.1551 million yuan, with different growth scenarios for 2025 being 20%, 10%, or flat compared to 2024 [2][4]. - The basic earnings per share (EPS) under different profit growth scenarios are as follows: - Scenario 1 (20% growth): Pre-issuance EPS is 0.41 yuan, post-issuance EPS is 0.49 yuan [4]. - Scenario 2 (10% growth): Pre-issuance EPS is 0.41 yuan, post-issuance EPS is 0.45 yuan [4]. - Scenario 3 (flat): Pre-issuance EPS is 0.41 yuan, post-issuance EPS remains 0.41 yuan [4]. Necessity and Reasonableness of the Issuance - The issuance is aligned with the company's main business of developing, producing, and selling polyether products, including a new project for carbon dioxide polyether, which supports green economic policies [6][7]. - The project aims to enhance product structure and meet market demand, thereby improving overall competitiveness and profitability [7][8]. Measures to Mitigate Dilution of Immediate Returns - The company plans to implement various measures to enhance operational performance and ensure effective use of raised funds, including strict supervision of fund usage and improving investment decision-making processes [10][12]. - The company will focus on increasing market share, optimizing production processes, and reducing costs to enhance profitability [11][12]. Commitments from Major Stakeholders - The controlling shareholder and management have made commitments to not interfere with company operations or harm company interests, ensuring adherence to measures aimed at mitigating return dilution [13][14].

证券简称：长华化学 股票代码：301518 长华化学科技股份有限公司 股票方案论证分析报告 二〇二五年七月 长华化学科技股份有限公司 2025 年度以简易程序向特定对象发行股票方案论证分析报告 长华化学科技股份有限公司（以下简称"长华化学""公司"）为满足公司 经营战略的实施和业务发展的资金需求，进一步增强公司资本实力，优化资本结 构，提升盈利能力和市场竞争力，根据《公司法》《证券法》和《上市公司证券 发行注册管理办法》等有关法律法规和规范性文件的规定，公司拟以简易程序向 特定对象发行股票，募集资金总额不超过人民币 23,000.00 万元（含本数）,扣除 发行费用后的募集资金净额将全部用于以下项目： 单位：万元 序号 项目名称 项目投资总额 拟使用募集资金 在本次募集资金到位之前，公司将根据募集资金拟投资项目实际进度情况以 自筹资金先行投入，并在募集资金到位后按照相关法规规定的程序予以置换。募 集资金到位后，若扣除发行费用后的实际募集资金净额少于拟投入募集资金总额， 公司将在上述项目范围内，根据项目进度、资金需求等实际情况，调整并最终决 定募集资金投入金额等使用安排，不足部分由公司以自筹资金解决。 若本次向 ...

Core Viewpoints - QYResearch is recognized for its authoritative industry analysis and reports, widely cited by reputable companies and media, ensuring credibility and professionalism in market insights [1] Group 1: Heating Elements Market - Hangzhou Rewei Electric Heating Technology Co., Ltd. ranks among the top three in global heating element production from 2019 to 2021, supplying major appliance manufacturers like Midea and Samsung [3] Group 2: Golf Cart Market - The global golf cart market is projected to grow from $2.427 billion in 2024 to $4.304 billion by 2031, with a CAGR of 8.6% from 2025 to 2031 [4] Group 3: Router Market - The global router market is expected to reach $20.59 billion in sales by 2024 and $26.28 billion by 2031, with a CAGR of 3.6% [5] Group 4: Power Tool Market - The global market for power tool chucks is anticipated to grow from $321 million in 2024 to $449 million by 2031, reflecting a CAGR of 5.0% from 2024 to 2031 [7] Group 5: Fine Chemicals Market - Jinhua New Materials holds a market share of 34.86% in 2022, 33.21% in 2023, and 42.37% in 2024 for hydroxylamine salts in China [9] Group 6: USB Bridge Chip Market - Nanjing Qinheng Microelectronics ranks ninth globally and first domestically in USB bridge chip sales revenue from 2022 to 2024 [12] Group 7: Lubricant Additives Market - The global lubricant additives market is projected to grow from $15.99 billion in 2023 to $18.21 billion by 2030, with a CAGR of 1.9% from 2024 to 2030 [14] Group 8: HMB Market - The company has secured a long-term supply agreement with Abbott, maintaining over 50% market share in HMB products globally from 2022 to 2024 [16] Group 9: Polyurethane Market - The global polyurethane market is expected to grow from approximately $82.09 billion in 2023 to $99.46 billion by 2030 [18] Group 10: UV Coatings Market - The global commercial UV coatings market is projected to reach $19.13 billion by 2031, growing from $12.65 billion in 2024, with a CAGR of 6.1% [21] Group 11: Radiation Therapy Products Market - The global radiation therapy positioning products market is expected to grow from $27.7 million in 2021 to $57.3 million by 2028, achieving a CAGR of 10.93% [23] Group 12: Textile Machinery Market - The global textile machinery market is projected to grow from $22.5 billion in 2023 to $28.26 billion by 2029, with a CAGR of 3.9% [26] Group 13: Reflective Materials Market - The global reflective materials market is expected to reach $6.272 billion by 2031, with a CAGR of 4.2% from 2025 to 2031 [28] Group 14: LED Lighting Power Supply Market - The global LED lighting power supply market is projected to grow from $1.31 billion in 2022, with a low market share compared to major global players [30] Group 15: VLP Copper Foil Market - The global VLP copper foil market is expected to reach $15.2 billion by 2030, with a CAGR of 8.9% [32] Group 16: Enamelled Wire Market - The global enameled wire market is projected to grow from $9.67 billion in 2023 to $10.65 billion by 2030, with a CAGR of 1.4% [34] Group 17: Industrial Motor Market - The global industrial motor market is expected to maintain an 18% CAGR from 2025 to 2030 [37] Group 18: Wireless Microphone Market - The global wireless lapel microphone market is projected to grow from $1.428 billion in 2023 to $2.299 billion by 2030, with a CAGR of 6.94% [39] Group 19: Wafer Electrostatic Chuck Market - The global wafer electrostatic chuck market is expected to reach $2.424 billion by 2030 [41] Group 20: Game Console Accessories Market - The global game console accessories market is projected to grow from $16.49 billion in 2024 to $34.24 billion by 2031, with a CAGR of 11.2% [47] Group 21: Shock Absorber Market - The global shock absorber market is expected to exceed $13.09 billion in 2024, with high-end shock absorbers gaining market share [48] Group 22: 3C Charger Market - The global 3C charger market is projected to reach approximately $22.64 billion by 2029, with a CAGR of 10.06% from 2022 to 2029 [49] Group 23: Precision Electronic Machinery Market - The precision electronic machinery market is expected to grow from 48% in 2022 to 51% by 2029 in the linear guide downstream market [54] Group 24: Ergothioneine Raw Material Market - The global ergothioneine raw material market is projected to grow from $0.63 billion in 2024 to $1.61 billion by 2031, with a CAGR exceeding 14% [56] Group 25: Medical Aesthetics Market - The Chinese medical aesthetics market is expected to reach ¥410.8 billion by 2025, with a CAGR of 17.2% from 2021 to 2025 [59] Group 26: High-Frequency Electrosurgical Device Market - The Chinese high-frequency electrosurgical device market is projected to grow from $344.78 million in 2022 to $800 million by 2029 [61] Group 27: Home NAS Market - The Chinese home NAS market is expected to grow from ¥712 million in 2023 to ¥9.619 billion by 2030 [64] Group 28: Thiourea Market - The global thiourea market is projected to reach approximately $0.851 billion in 2024, with a market share of about 26.40% for the leading producer [67] Group 29: Wind Power Gearbox Market - The Chinese wind power gearbox market is expected to grow from $3.136 billion in 2023 to $4.263 billion by 2030 [70] Group 30: Thermal Interface Materials Market - The global thermal interface materials market is projected to grow from ¥5.2 billion in 2019 to ¥7.6 billion by 2026, with a CAGR of 5.57% [72] Group 31: Elderly Companion Robot Market - The global elderly companion robot market is expected to grow from $0.212 billion in 2024 to $3.19 billion by 2031, with a CAGR of 48.0% [77] Group 32: HTCC Ceramic Packaging Market - The global HTCC ceramic packaging market is projected to grow from ¥18 billion in 2021 to ¥29.3 billion by 2028 [79] Group 33: LED Display Control System Market - The global LED display control system market is expected to reach $0.587 billion in 2024, with a CAGR of 13.6% [81] Group 34: Consumer Robotics Market - The global consumer robotics market is projected to grow from $41.02 billion in 2024 to $170.48 billion by 2031 [83] Group 35: Cold Chain Logistics Market - The global cold chain logistics market is expected to reach ¥76.62 billion by 2031, with a CAGR of 14.8% from 2025 to 2031 [86] Group 36: AI Companion Robot Market - The global AI companion robot market is projected to grow from $0.203 billion in 2024 to $23.23 billion by 2031, with a CAGR of 86.0% [89]

天风证券研报表示，亏损程度高、行业集中度高、老旧产能占比高、开工率高的细分化工行业，或将会 更容易作为化工行业"反内卷"的突破口，以最短的路径实现目标。根据上述化工领域多维度数据筛选， 纯碱、氨纶、染料（活性染料、分散染料）、煤化工（DMF、己内酰胺、辛醇、尿素、醋酸酯等）、 聚氨酯（TDI、MDI）、钛白粉、有机硅等行业大类，同时满足至少2条以上筛选标准，建议高度关 注。 ...