四川美丰公告称，2026年第一次临时股东会于1月22日14:30举行，采用现场与网络投票结合方式。出席 股东及股东代理人代表11813.17万股，占比21.52%。会议审议了《关于2026年度日常关联交易预计的议 案》及《关于修订的议案》等。其中，日常关联交易议案下各关联交易子议案均获通过，不同议案同意 比例在70.75% - 88.64%不等；修订《公司章程》议案同意票数占出席有效表决权股份总数的 88.6986%。此次会议召集、出席人员资格及表决程序均合法有效。 ...

资金面上，该股今日主力资金净流入186.44万元，近5日资金净流出3358.27万元。最新（1月21日）两融 余额2.07亿元，其中，融资余额2.07亿元，环比前一交易日增长7.39%，近5日融资余额累计增长 11.88%。（数据宝） （文章来源：证券时报网） 德美化工（002054）1月22日发布2025年业绩预增公告，预计实现净利润为1.00亿元~1.20亿元，净利润 同比增长63.97%~96.76%。 证券时报·数据宝统计显示，德美化工今日收于8.59元，上涨0.82%，日换手率为7.18%，成交额为2.36亿 元，近5日上涨0.82%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股价 上涨的占比63.85%，股价发布当日股价涨停的有9家。预告发布后5日股价上涨的占比76.15%。 ...

齐翔腾达（002408.SZ）1月22日在投资者互动平台表示，公司丁二烯产品作为顺丁橡胶的上游原料，其 销售定价紧跟市场行情动态调整，与期货价格联动性较强。近期丁二烯橡胶期货上涨带动产业链景气度 提升，公司自产丁二烯成本相对稳定，具备显著的成本优势，叠加产品售价随行就市，顺丁橡胶的盈利 弹性进一步放大。同时，公司通过优化生产运行与销售策略，强化成本管控，进一步释放协同效益，增 厚整体利润空间。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司丁二烯业务是否受益于近期丁二烯橡胶期货大涨 的行情？定价机制是否随期货上涨调整，对公司成本端与盈利弹性有何影响？ ...

每经AI快讯，德美化工1月22日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润10000万 元~12,000万元，比上年同期增长63.97%~96.76%，基本每股收益0.21元~0.25元。业绩变动主要原因 是，2025年度控股子公司德荣化工亏损减少。 （记者 曾健辉） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ ...

Core Viewpoint - The company has confirmed that its main products, including acetone, maleic anhydride, and propylene oxide, are operating at full or high capacity, ensuring stable supply and operational efficiency [1] Group 1: Production Capacity - The company reported that the production capacity utilization rates for acetone, maleic anhydride, rubber, and propylene oxide are consistently maintained at high levels [1] - The company has implemented continuous optimization of production processes and strengthened equipment management to enhance operational efficiency [1] Group 2: Supply Assurance - The company emphasized its ability to ensure supply stability while maintaining safety and operational stability [1]

格隆汇1月22日丨齐翔腾达(002408.SZ)在互动平台表示，公司环氧丙烷装置的设计产能达30万吨/年，目 前装置正满负荷稳定运行，产品实现产销平衡。本轮价格上涨将有效提升公司环氧丙烷业务的毛利率， 公司将持续优化生产运营，积极把握市场机遇，进一步提升盈利水平。 ...

据天眼查APP显示，大连百傲化学股份有限公司成立于2003年09月22日，注册资本70622.3654万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:50，百傲化学成交额15.59亿元，创上市以来新高。最新股价下跌2.54%，换手率 5.82%。上一交易日该股全天成交额为14.24亿元。 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The supply side of styrene has increased disruptions, with port de - stocking, strengthening of port basis, but price fluctuations due to expected early resumption of a large device. EB downstream开工 shows a mixed performance with inventory pressure gradually easing. The fundamentals of pure benzene have improved, with port inventory declining and downstream demand picking up, but domestic pure benzene production remains low. Overseas, attention should be paid to the implementation progress of the expected reduction of the US tariff on South Korean pure benzene [3]. 3. Summary by Relevant Catalogs 3.1 Pure Benzene and EB's Basis Structure, Inter - period Spread - Pure benzene: The main basis is - 40 yuan/ton (+37), the spot - M2 spread is - 155 yuan/ton (+20), and the spread between the first - and third - consecutive contracts is not mentioned in terms of specific data. - Styrene: The main basis is 237 yuan/ton (+95), and the spread between the first - and third - consecutive contracts is not mentioned with specific data [1]. 3.2 Pure Benzene and Styrene Production Profits, Internal and External Spreads - Pure benzene: CFR China processing fee is 175 dollars/ton (- 3 dollars/ton), FOB South Korea processing fee is 176 dollars/ton (- 4 dollars/ton), and the US - South Korea spread is 131.0 dollars/ton (- 23.0 dollars/ton). - Styrene: Non - integrated production profit is 527 yuan/ton (+141 yuan/ton), expected to gradually compress [1]. 3.3 Pure Benzene and Styrene Inventory, Operating Rate - Pure benzene: Port inventory is 29.70 million tons (- 2.70 million tons), and the operating rate remains low. - Styrene: East China port inventory is 93,500 tons (- 7,100 tons), East China commercial inventory is 58,900 tons (- 1,000 tons), and the operating rate is 70.9% (- 0.1%) [1]. 3.4 Styrene Downstream Operating Rate and Production Profit - EPS: Production profit is 30 yuan/ton (- 48 yuan/ton), and the operating rate is 54.05% (+7.34%). - PS: Production profit is - 470 yuan/ton (- 148 yuan/ton), and the operating rate is 57.40% (- 1.50%). - ABS: Production profit is - 1,157 yuan/ton (- 179 yuan/ton), and the operating rate is 69.80% (+0.00%) [2]. 3.5 Pure Benzene Downstream Operating Rate and Production Profit - Caprolactam: Production profit is - 965 yuan/ton (+25), and the operating rate is 77.17% (+2.95%). - Phenol - acetone: Production profit is - 892 yuan/ton (+27), and the operating rate is 89.00% (+3.50%). - Aniline: Production profit is 1,171 yuan/ton (+262), and the operating rate is 73.26% (+11.95%). - Adipic acid: Production profit is - 989 yuan/ton (- 68), and the operating rate is 65.30% (- 2.30%) [1]. 4. Strategy - Unilateral: Cautiously go long and hedge for EB2602 and BZ2603 at low prices - Basis and inter - period: None - Cross - varieties: None [4]

丙烯日报 | 2026-01-22 现货交投尚可，短期跟随成本端波动 市场要闻与重要数据 丙烯方面：丙烯主力合约收盘价5993元/吨（+30），丙烯华东现货价6325元/吨（+0），丙烯华北现货价6170元/吨（+15）， 丙烯华东基差332元/吨（-30），丙烯山东基差177元/吨（-15）。丙烯开工率75%（-1%），中国丙烯CFR-日本石脑油 CFR251美元/吨（+5），丙烯CFR-1.2丙烷CFR75美元/吨（+3），进口利润-332元/吨（-38），厂内库存46270吨（+1580）。 丙烯下游方面：PP粉开工率32%（-5.84%），生产利润-170元/吨（-25）；环氧丙烷开工率72%（-1%），生产利润186 元/吨（+70）；正丁醇开工率87%（+4%），生产利润663元/吨（-9）；辛醇开工率94%（+5%），生产利润736元/吨（+40）； 丙烯酸开工率82%（-5%），生产利润159元/吨（+0）；丙烯腈开工率78%（-1%），生产利润-1378元/吨（+92）；酚 酮开工率89%（+4%），生产利润-892元/吨（+27）。 市场分析 供应端，整体供应端趋紧，PDH装置停车信息持续 ...

Core Viewpoint - The company has successfully applied its 3D printing technology in the Long March 5 rocket, addressing the lightweight requirements of related devices, while currently having no applications in commercial aircraft [1] Group 1 - The company announced on January 22 that its 3D printing products have been utilized in the Long March 5 rocket [1] - The application of 3D printing technology has resolved issues related to the lightweight design of certain components [1] - The company's 3D printing project has concluded its research phase [1] Group 2 - The company clarified that it does not have any products currently applied in commercial aircraft [1]