Report Summary 1. Report Industry Investment Rating - No information provided in the report. 2. Core View of the Report - No explicit core view was presented in the provided content; the report mainly offers data on the synthetic rubber market. 3. Summary by Related Catalogs BR (Butadiene Rubber) - **Futures Indicators**: The closing price of the BR main contract (12) on December 24 was 11395, with a daily increase of 220 and a weekly increase of 355. The open interest was 99013, with a daily decrease of 4086 and a weekly decrease of 2363. The trading volume was 191046, with a daily increase of 34482 and a weekly increase of 63612. The warehouse receipt quantity was 23490, with a daily increase of 980 and a weekly increase of 3310. The long - short ratio was 21.08, with a daily decrease of 2 and a weekly decrease of 4 [4]. - **Price Differences**: The cash - and - carry spread was - 345, with a daily decrease of 170 and a weekly decrease of 155. The butadiene - styrene price difference was not fully clear from the data. The 02 - 03 spread was - 10, with a daily increase of 5 and a weekly increase of 0; the 03 - 04 spread was - 5, with a daily increase of 10 and a weekly increase of 20. The RU - BR spread was 4255, with a daily increase of 140 and a weekly decrease of 25; the NR - BR spread was 1220, with a daily decrease of 10 and a weekly decrease of 195 [4]. - **Spot Prices**: The Shandong market price was 11050, with a daily increase of 50 and a weekly increase of 200. The Transfar market price was 10950, with no daily change and a weekly increase of 150. The Qilu ex - factory price was 11100, with a daily increase of 200 and a weekly increase of 200. The CFR Northeast Asia price was 1400, with no daily change and a weekly increase of 50. The CFR Southeast Asia price was 1625, with no daily change [4]. - **Profit Indicators**: The spot processing profit was 767, with a daily decrease of 27 and a weekly increase of 149. The import profit was - 571, with a daily increase of 64 and a weekly decrease of 173. The export profit was 1166, with a daily decrease of 57 and a weekly decrease of 22 [4]. BD (Butadiene) - **Spot Prices**: The Shandong market price on December 24 was 7925, with a daily increase of 75 and a weekly increase of 50. The Jiangsu market price was 7700, with a daily increase of 75 and a weekly decrease of 50. The Yangzi ex - factory price was 7800, with no daily or weekly change. The CFR China price was 930, with no daily change and a weekly increase of 60 [4]. - **Profit Indicators**: The ethylene cracking profit data was incomplete. The carbon - four extraction profit data was incomplete. The butene oxidative dehydrogenation profit was - 1254, with a daily increase of 75 and a weekly decrease of 120. The import profit was 164, with a daily increase of 84 and a weekly decrease of 511. The export profit was - 945, with a daily increase of 279 and a weekly increase of 802. The styrene - butadiene production profit was 1313, with a daily increase of 100 and a weekly increase of 100. The ABS production profit data was incomplete. The SBS production profit was - 425, with no daily or weekly change [4]

每经AI快讯，三维股份（SH 603033，收盘价：10.52元）12月24日晚间发布公告称，三维控股集团股份 有限公司控股股东、实际控制人之一叶继跃先生持有公司股份约3.75亿股，占公司总股本的36.32%。公 司控股股东、实际控制人叶继跃先生及其一致行动人张桂玉女士合计持有公司股份约4.39亿股，占公司 总股本的42.62%，本次股份质押后，叶继跃先生及其一致行动人张桂玉女士累计质押公司股份约2.14亿 股，占其持有公司股份总数的48.61%，占公司总股本的20.72%。 每经头条（nbdtoutiao）——左手"欠款"右手"豪购"！杨陵江收购"国内酒庄第一股"，1919是否重启上 市？"吹太多牛都实现了，但千亿还没实现，我很着急" （记者 曾健辉） 截至发稿，三维股份市值为108亿元。 2025年1至6月份，三维股份的营业收入构成为：聚酯化纤占比34.23%，BDO及电石占比32.76%，橡胶 行业占比24.6%，混凝土枕占比4.78%，其他占比3.62%。 ...

Group 1: Chemical Sector Performance - The chemical raw materials index increased by 1.62%, while the chemical machinery index decreased by 0.96%, the chemical pharmaceuticals index fell by 1.69%, and the pesticide and fertilizer index rose by 4.21% [1] - The top five rising petrochemical products included folic acid up by 20%, battery-grade lithium carbonate up by 11.08%, nitric acid up by 10.43%, sulfur up by 9.95%, and petroleum coke up by 7.23% [1] - The top five declining petrochemical products were liquid chlorine down by 34%, butadiene down by 7.69%, 2,4-D down by 6.09%, trichloroethylene down by 6.00%, and SBS down by 5.90% [1] Group 2: Oil Sector Performance - The oil processing index rose by 1.39%, while the oil extraction index fell by 0.22%, and the oil trading index increased by 3.44% [1] - International crude oil prices continued to decline, with West Texas Intermediate crude oil futures settling at $56.66 per barrel, down 1.36% from December 12, and Brent crude oil futures settling at $60.47 per barrel, down 1.06% from December 12 [1] Group 3: Capital Market Performance of Listed Chemical Companies - The top five rising listed chemical companies included Sulihua Co., Ltd. up by 30.69%, Xinri Hengli up by 27.48%, Reborn Technology up by 23.25%, Ruihua Tai up by 20.93%, and Shenjian Co., Ltd. up by 20.50% [2] - The top five declining listed chemical companies were Huarong Chemical down by 20.01%, Enjie Co., Ltd. down by 18.36%, Weike Technology down by 13.15%, Jinbantai down by 12.83%, and Xingye Co., Ltd. down by 12.63% [2]

Market Strategy - The market is expected to maintain a range-bound oscillation, with a focus on precise timing to capture excess returns within the established range around 3900 points [2][3] - A mid-term perspective suggests selecting mid-cap blue-chip stocks in sectors with improving marginal conditions, particularly those benefiting from global supply chain restructuring and financial attributes [2][3] Industry Strategy - In the chemical sector, oxalic acid is anticipated to experience a tightening supply-demand dynamic, leading to a potential upturn in market conditions. The primary downstream applications for oxalic acid include rare earths, pharmaceuticals, and the new energy sector [2][3] - The rapid growth in lithium iron phosphate production is expected to make the new energy sector the largest application area for oxalic acid, with projected additional demand exceeding 180,000 tons due to new production capacities coming online [2][3] - The MLCC (Multi-layer Ceramic Capacitor) industry is poised to benefit from strong downstream demand driven by AI applications, with the demand for MLCCs expected to surge as AI servers require significantly more components than traditional servers [3]

甲醇日报 | 2025-12-23 伊朗装置开工有所反复 甲醇观点 市场要闻与重要数据 内地方面：Q5500鄂尔多斯动力煤485元/吨（+20），内蒙煤制甲醇生产利润460元/吨（-43）；内地甲醇价格方面， 内蒙北线1905元/吨（-3），内蒙北线基差350元/吨（-10），内蒙南线1930元/吨（+0）；山东临沂2240元/吨（-5），鲁 南基差285元/吨（-12）；河南2125元/吨（-10），河南基差170元/吨（-17）；河北2125元/吨（+0），河北基差230元/ 吨（-7）。隆众内地工厂库存391140吨（+38310），西北工厂库存225800吨（+26800）；隆众内地工厂待发订单220429 吨（+12958），西北工厂待发订单117800吨（+16200）。 港口方面：太仓甲醇2138元/吨（-4），太仓基差-17元/吨（-11），CFR中国250美元/吨（-1），华东进口价差-22元/ 吨（+3），常州甲醇2325元/吨；广东甲醇2105元/吨（+0），广东基差-50元/吨（-7）。隆众港口总库存1218818吨（-15552）， 江苏港口库存604025吨（-31075），浙江港 ...

地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层（100020） 总机：010-8535 6666 注:本报告有关现货市场的资讯与行情信息，来源于安云思、肥易通、国家统计局、隆众资讯、金十数 据、EIA、OPEC、IEA 等。 本公司具备期货交易咨询业务资格，请务必阅读免责声明。 分析师：王静，执业资格证号 F0235424/Z0000771。 苏妙达，执业资格证号 F03104403/Z0018167。 免责声明： 本报告中的信息均来源于公开资料，我公司对这些信息的准确性和完整性不作任何保证。报告中的内容和 意见仅供参考，并不构成对所述品种买卖的出价或征价。我公司及其雇员对使用本报告及其内容所引发的 任何直接或间接损失概不负责。本报告仅向特定客户传送，版权归冠通期货所有。未经我公司书面许可， 任何机构和个人均不得以任何形式翻版，复制，引用或转载。如引用、转载、刊发，须注明出处为冠通期 货股份有限公司。 每日核心期货品种分析 发布日期：2025 年 12 月 22 日 商品表现 数据来源:Wind、冠通研究咨询部 期市综述 截止 12 月 22 日收盘，国内期货主力合约涨跌互现。集运指数（欧 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：近期公司获得"一种氧化物固态电解质的制备方法"专利 授权（专利号CN202310662330.6），其制备的电解质粉体电导率可达≥10⁻³S/cm。请问公司，该专利采 用的高温熔体均相反应+高压喷吹工艺，在提升粉体均一性和电导率的同时，是否已解决量产成本问 题？目前氧化物电解质是否已通过下游客户的全电池性能验证？预计何时实现规模化供货？ 三祥新材（603663.SH）12月22日在投资者互动平台表示，目前技术完成实验验证。目前氧化物电解质 已通过下游客户测试验证，暂时具备实验室送样能力。 ...

【凌玮科技：拟现金收购江苏辉迈控制权 获取化学合成法球形硅微粉产业化能力】智通财经12月22日 电，凌玮科技(301373.SZ)公告称，公司拟以现金方式分两次分别收购陈光荣、刘亚所持江苏辉迈粉体 科技有限公司合计100%股权。本次交易，公司使用5020万元收购陈光荣所持标的公司70%股权；在业 绩承诺期（2026年1月1日至2027年12月31日）结束后，公司将根据标的公司在业绩承诺期间实现的经审 计的累计净利润来确定购买价格，并选择是否购买刘亚持有的标的公司30%股权。标的公司核心产品是 纳米球形硅微粉，主要应用于电子电路基板、电子封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特 种陶瓷和油墨涂料等领域。本次交易是公司切入高端电子材料赛道、构建长期竞争优势的关键战略布 局。通过产业整合，获取国内稀缺的化学合成法球形硅微粉产业化能力，从而抢占IC载板、先进封装等 前沿市场的制高点。 转自：智通财经 ...

经新华财经统计，12月22日，剔除1只停牌股，科创板剩余597只个股平均涨幅1.01%，平均换手率 2.66%，合计成交额1858亿元，平均振幅为3.64%。 个股表现方面，鼎通科技涨20%，领涨成分股；拉普拉斯跌10.02%，跌幅居首。 成交额方面，中芯国际成交额86.2亿元，位居首位；ST帕瓦成交额425.5万元，位居末位。 换手率方面，C优速换手率为49.02%，位居首位；龙腾光电换手率为0.20%，位居末位。 （文章来源：新华财经） 新华财经北京12月22日电 （王媛媛）科创50指数12月22日震荡上涨。至收盘时，科创50指数报 1335.24，涨幅2.04%，指数振幅为1.84%，总成交额约551.4亿元。 从盘面上看，科创板个股多数上涨，上涨个股超300只。高价股表现较好，低价股有所分化。 细分领域中，半导体、小金属、化工原料、专用机械类个股表现活跃，医疗保健、生物制药类个股下 跌。 ...

中国高纯碘化锂行业前景调研及发展趋势洞察报告2025-2031年 【全新修订】：2025年12月 【出版机构】：中赢信合研究网 1 高纯碘化锂市场概述 1.1 高纯碘化锂行业概述及统计范围 1.2 按照不同产品类型，高纯碘化锂主要可以分为如下几个类别 1.2.1 不同产品类型高纯碘化锂规模增长趋势2021 VS 2025 VS 2031 1.2.2 99.0％以上 1.2.3 99.9％以上 1.2.4 99.99％以上 1.3 从不同应用，高纯碘化锂主要包括如下几个方面 1.3.1 不同应用高纯碘化锂规模增长趋势2021 VS 2025 VS 2031 1.3.2 电池 1.3.3 化工 1.4 行业发展现状分析 1.3.4 制药业 1.3.5 其他 6.3 全球市场不同应用高纯碘化锂价格走势（2021-2031） 6.4 中国市场不同应用高纯碘化锂销量（2021-2031） 6.4.1 中国市场不同应用高纯碘化锂销量及市场份额（2021-2025） 6.4.2 中国市场不同应用高纯碘化锂销量预测（2025-2031） 6.5 中国市场不同应用高纯碘化锂收入（2021-2031） 6.5.1 中国市场不同应 ...