证券日报网讯 12月16日，和邦生物在互动平台回答投资者提问时表示，钢材、水泥等大宗原材料的价 格已大幅下降，根据目前的客观的市场条件，广安项目实际投资金额与公司原定的投资目标相比，有非 常大的节约空间。这样的市场条件，也正是公司实施大规模投资的机会。所以，公司当前整体工程进度 处于加速期，正大规模的开展项目工程招标和设备订购。至于最终能节约多少，涉及到这个项目是公司 的大型投资项目，为保证公平信息披露，公司会做一个新的预算，进行统一的信息披露。 （文章来源：证券日报） ...

Investment Rating - The investment rating for the company is not explicitly stated in the provided documents, but it is implied that the company is considered a strong player in its industry due to its market position and growth potential [38]. Core Insights - The company, Shuangxin Environmental Protection, is a leading player in the domestic polyvinyl alcohol (PVA) industry, with a complete circular economy industrial chain from limestone to calcium carbide, vinyl acetate, polyvinyl alcohol, and specialty fibers [28][29]. - The company has shown a decline in revenue and net profit from 2022 to 2024, with projected growth in 2025, indicating a potential recovery phase [10][35]. - The company is actively expanding its product offerings and market reach, focusing on high-value-added PVA products and downstream applications [29][30]. Financial Performance - The company achieved operating revenues of 5.061 billion yuan in 2022, 3.783 billion yuan in 2023, and 3.486 billion yuan in 2024, with year-over-year changes of 11.97%, -25.25%, and -7.85% respectively [10][5]. - The net profit attributable to the parent company was 808 million yuan in 2022, 558 million yuan in 2023, and 521 million yuan in 2024, with year-over-year changes of 3.48%, -30.91%, and -6.65% respectively [10][5]. - For the first half of 2025, the company reported operating revenue of 2.668 billion yuan, a 2.68% increase compared to the same period in 2024, and a net profit of 404 million yuan, a 2.01% increase [10]. Industry Overview - The company operates in the calcium carbide and polyvinyl alcohol industries, which are critical to the chemical sector in China, with the country being the largest producer and consumer of calcium carbide globally [16][21]. - The domestic calcium carbide production capacity was approximately 42 million tons in 2024, with a utilization rate of 74% [16]. - The polyvinyl alcohol market is also growing, with China's production capacity accounting for about 60% of the global total, indicating strong domestic demand and potential for further growth [21][27]. Competitive Position - Shuangxin Environmental Protection is one of the top three players in the domestic PVA industry, with significant market share and established relationships with major clients both domestically and internationally [28][29]. - The company has formed strategic partnerships, such as with Mitsubishi Chemical, enhancing its market presence and product offerings [28]. - Compared to its peers, the company has a lower revenue scale but a higher sales gross margin, indicating strong operational efficiency [35][36].

（文章来源：证券日报） 证券日报网讯 12月16日，海科新源在互动平台回答投资者提问时表示，截至2025年12月10日股东人数 为33369户。 ...

近期，国内己内酰胺市场整体呈现震荡偏强的格局。场内整体开工水平处于低位，导致现货供应趋紧。 在此情况下，持货商挺价意愿强烈，不断推涨市场报盘，进而推动己内酰胺价格上涨。但下游及终端企 业面对高价原料，接货十分谨慎，仅按自身需求进行刚需采购，这在一定程度上制约了己内酰胺价格的 上涨幅度。尽管市场现货价格仍呈涨势，但相较于前期，涨势已有所放缓。截至12月16日，华东市场己 内酰胺现货价格涨至9400-9500元/吨（承兑送到）。 供应端：减产检修频繁，开工水平低位 12月份，减产措施持续推进，多套己内酰胺装置降负运行或停车检修。具体来看，巴陵恒逸己内酰胺装 置整体负荷降至6-7成；湖南石化60万吨/年装置降负至7成；南京福邦特此前运行的20万吨CPL装置于11 月底停车检修，重启时间尚未确定，另一条线长期处于停车检修状态；华鲁恒升装置负荷整体下调 20%；福建天辰35万吨/年装置自11月25日起开工降至8成；沧州旭阳己内酰胺一期15万吨/年装置自11月 15日起停车检修；山西潞宝10万吨/年装置于11月17日停车检修；河南神马38万吨/年装置目前整体负荷 为8成；湖北三宁装置自11月17日负荷降至略低于8成；山西 ...

盐湖股份（000792.SZ）12月16日在投资者互动平台表示，4万吨锂盐一体化项目作为公司重点布局，目 前试运行情况良好，不仅实现了稳定运行，还顺利产出合格碳酸锂，更关键的是产能利用率正稳步提 升，当前生产状况已超出预期目标，为后续项目全面达产奠定了良好的基础。 每经AI快讯，有投资者在投资者互动平台提问：请问新增四万吨碳酸锂按目前试运行情况，明年有希 望顺利达产吗？ （文章来源：每日经济新闻） ...

振华新材公告，公司拟将部分募投项目结项并将节余募集资金永久补充流动资金。本次节余金额为 5582.93万元，将用于公司日常生产经营活动。 ...

Core Viewpoint - The company has approved the use of idle raised funds for cash management, allowing for investment in guaranteed return products without affecting project progress or normal operations [1] Group 1 - The company will hold its 29th meeting of the sixth board of directors on December 16, 2025, to review the proposal for cash management [1] - The maximum amount approved for cash management is up to 800 million yuan [1] - The investment will be in products with capital protection agreements, and the usage period is valid for 12 months from the date of board approval [1] Group 2 - The decision falls within the board's approval authority and does not require shareholder meeting approval [1] - The company assures that this decision will not impact the progress of the fundraising investment projects or the normal production and operation of the company [1]

Group 1 - The company is currently in the trial production phase of its polyol project, with expectations to achieve stable production by the end of December [2] - The ammonia synthesis facility upgrade project is preparing for trial production, which is expected to commence shortly [2] - The urea upgrade project is still under construction [2]

证券日报网讯 12月15日，中泰化学在互动平台回答投资者提问时表示，公司每年的研发投入重点用于 新产品开发、电石装置节能降耗技术研发和固废余热综合利用，在拓展产品矩阵、降低能耗的同时，借 助能源再利用实现额外创收。这些投入将分阶段产生实际效益，随着更多研发项目产业化落地，公司未 来收益增长潜力将进一步释放。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月15日，中泰化学在互动平台回答投资者提问时表示，公司目前不存在触发实施退市 风险警示或其他风险警示的情形。公司将持续聚焦主责主业，开展降本增效工作，做好生产经营工作的 同时，推进科技创新和精细化管理，全面加强规范化管理，提高市场开拓能力，努力提升经营管理效 益，推动公司高质量发展。 ...