金十图示：2025年07月11日（周五）富时中国A50指数成分股午盘收盘行情一览：成分股多数飘红，银行板块涨跌不一 2391.62亿市值 7 1939.56亿市值 7462.81亿市值 25.60亿成交额 4.51亿成交额 7.31亿成交额 15.44 30.50 9.43 +0.60(+2.01%) +0.22(+1.45%) +0.02(+0.21%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4317.23亿市值 3577.07亿市值 12431.42亿市值 40.76亿成交额 33.75亿成交额 30.56亿成交额 272.66 20.29 29.13 +0.90(+3.19%) +0.66(+0.24%) +0.90(+4.64%) 消费电子 互联网服务 东方财富 工业富联 立讯精密 5173.39亿市值 2601.30亿市值 3841.96亿市值 20.54亿成交额 152.25亿成交额 14.87亿成交额 35.87 24.31 26.05 -0.11(-0.42%) +0.11(+0.31%) +1.16(+5.01%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电子 2 ...

Group 1 - The National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs, including 16 comprehensive support policies [1][2] - The measures include accelerating innovative drug research and development, improving the payment system, and establishing a commercial health insurance catalog for innovative drugs [1][2] - Domestic pharmaceutical companies have made breakthroughs in internationalization, with Dize Pharmaceutical's Shuwotini receiving FDA approval, marking it as the first domestic innovative drug approved in the U.S. for EGFR exon 20 insertion non-small cell lung cancer [1] Group 2 - The innovative drug sector is experiencing a hot market, driven by policy support and overseas trading catalysts, with a notable increase in the chemical pharmaceutical sub-sector, which saw a weekly increase of 5.03% [2] - The introduction of a commercial health insurance catalog for innovative drugs is a significant development, focusing on clinically valuable innovative drugs and improving the adjustment mechanism for the medical insurance catalog [2] - The CXO and life sciences upstream industry chain demand is recovering due to active overseas authorization transactions for innovative drugs [2]

中化新网讯 7月6日，第27届中国科协年会主论坛在北京举行。主论坛上，中国科协发布了2025重大科 学问题、工程技术难题和产业技术问题。多项化学化工类技术问题或难题入选。 中国化学会推荐的"准金属替代过渡金属用于精准合成与催化反应的可行性研究"成功入选2025十大前沿 科学问题。准金属替代过渡金属实现精准化学合成，将重塑科学认知边界，打破传统过渡金属催化的思 维定式，开辟化学合成新理论与方法体系。该问题的突破将带动多学科交叉创新，大幅削减生产成本， 创造巨大经济价值，推动药物研发、材料革新，改善医疗与生活质量，引领化学合成迈向更高效、绿 色、智能的新时代。 成功入选2025十大前沿科学问题还有"多维度、可重构超分子机器组装"。该问题的突破将在科学层面构 建可逆、可重构的组装体系，从"分子合成导向"转向"功能组装导向"，形成超分子机器专用表征体系； 在技术革新层面，微/纳机器人的集群行为控制为分子机器提供设计范式，使得超分子机器有望成为继 芯片、人工智能后的下一代技术制高点。 "新一代低能耗低成本碳捕集与封存技术"入选2025十大工程技术难题。碳捕集与封存技术是化石燃料低 碳利用的技术支撑。通过新一代碳捕集技术 ...

Core Viewpoint - Shanghai Chlor-Alkali Company has established a new党建品牌 ("Party Building Brand") named "'氯'践行" to integrate党建 (Party Building) with business operations, aiming for high-quality development and a positive corporate image [1] Group 1: Party Building Initiatives - The company emphasizes the central role of "氯" (Chlorine) in its production and operations, enhancing the ideological appeal through collective efforts [2] - Annual "thematic discussions" and "rational suggestions" activities are conducted to foster development and encourage employee participation [3] - Each of the 23 grassroots party branches selects a unique theme annually, promoting leadership and development among party members [4] Group 2: Strategic Development - The company implements the "江河入海" (River to Sea) strategic development approach, focusing on comprehensive growth [5] Group 3: Green Development - The company integrates the "green" element into its operations, enhancing development momentum and fostering new productive capabilities, with a total of 224 patents applied, 9 of which received Shanghai Science and Technology Awards [6] - Digital technologies, including AI and robotics, are deployed to facilitate green transformation and innovation, significantly improving safety levels in chemical operations [6] - The company has established a "waste-free factory" in the Shanghai Chemical Zone and adheres to environmentally friendly practices in its projects, such as protecting mangroves in Guangxi [6] Group 4: Safety and Integrity - The company focuses on safety and integrity, implementing "律" (Law) requirements to enhance team action and maintain a transparent ecosystem [7] - Future plans include creating a党建品牌 matrix, focusing on four dimensions for systematic layout and organic integration [7] Group 5: Structural and Mechanism Enhancements - The company will lead with the core brand "'氯'践行" to establish a spiritual core and action guidelines [8] - It aims to deeply embed党建 into the business chain, ensuring that party branches are integrated within operational areas [8] - A closed-loop management system will be implemented, including a star rating assessment mechanism for party branches to promote collaborative success [9] - The company will leverage resource integration and a smart党建 platform to enhance the standardization and specialization of party branches [9]

Supply and Demand - As of July 10, the PTA operating rate has recovered to 79.7%, an increase of 1.5% [3] - The polyester comprehensive operating rate has declined to approximately 88.9%, a decrease of 1.3% [3] - The operating rates for downstream spinning, weaving, and dyeing are 62% (down 7%), 58% (down 4%), and 67% (unchanged) respectively [3] - Downstream factories are reducing raw material inventory, with most operating on a rigid 3-5 day basis [3] Market Conditions - On July 10, PTA spot prices were discussed in the range of 4720 to 4750, with some transactions slightly lower [1] - The PTA processing fee has decreased to approximately 135 yuan/ton for spot and 300 yuan/ton for the TA2509 futures [2] - The PTA basis has weakened significantly recently due to reduced demand and expectations of lower production in downstream polyester factories [4] Outlook - The expectation for PTA supply and demand has turned weaker due to strong production cut expectations in downstream polyester factories and continued weak terminal demand [4] - Despite the PTA processing fee being at a very low level, the absolute price rebound space for PTA is limited due to rising oil prices and intensified negative feedback from the terminal [4] - The short-term strategy for TA is to treat it as a range-bound market between 4600 and 4800 [4]

公司主营业务为电子树脂的研发、生产与销售。 C同宇（301630）上市首日上涨128.05%，换手率达83.97%，成交额为16.24亿元。 证券时报·数据宝统计显示，融资融券交易方面，该股上市首日融资买入额为6235.48万元，占该股全天 交易额的3.84%，最新融资余额为5187.02万元，占流通市值的比例为2.71%。 | 代码 | 简称 | 上市日期 | 上市首日涨跌 | 上市首日融资余额 | 占流通市值比 | 上市首日融券余额 | | --- | --- | --- | --- | --- | --- | --- | | | | | （%） | （万元） | 例（%） | （万元） | | 301630 | C同宇 | 2025.07.10 | 128.05 | 5187.02 | 2.71 | 0.00 | | 688729 | C屹唐 | 2025.07.08 | 174.56 | 20766.49 | 4.48 | 0.00 | | 001388 | 信通 电子 | 2025.07.01 | 286.36 | 4489.69 | 2.31 | 0.00 | | 920037 | 广信 科技 | ...

期 货 研 究 2025 年 07 月 11 日 对二甲苯：单边震荡市 PTA：关注长丝工厂减产情况，月差反套，多 MEG 空 PTA MEG：低库存，单边震荡市，月差逢低正套 贺晓勤 投资咨询从业资格号：Z0017709 hexiaoqin@gtht.com | 期货 | PX 主力 | PTA 主力 | MEG 主力 | PF 主力 | SC 主力 | | --- | --- | --- | --- | --- | --- | | 昨日收盘价 | 6782 | 4742 | 4325 | 6440 | 522.5 | | 涨跌 | 6724 | 24 | 42 | -88 | 2.8 | | 涨跌幅 | 58 | 0.51% | 0.98% | -1.35% | 0.54% | | 月差 | PX9-1 | PTA9-1 | MEG9-1 | PF8-9 | SC8-9 | | 昨日收盘价 | 64 | 12 | -33 | 102 | 10.2 | | 前日收盘价 | 74 | 28 | -29 | 110 | 8.1 | | 涨跌 | -10 | -16 | -4 | -8 | 2.1 | | 现货 ...

Core Insights - Nicotinamide, an important member of the B-vitamin family, has diversified applications in the food, pharmaceutical, and cosmetic industries, driven by its nutritional enhancement and functional characteristics [1][15] - The market size of the nicotinamide industry in China is projected to reach approximately 2.535 billion yuan in 2024, with a year-on-year growth of 17.26% [1][15] - The industry is expected to benefit from the ongoing "Healthy China" strategy and the increasing consumer demand for functional products, indicating a broader development space in the future [1][15] Industry Overview - Nicotinamide, also known as niacinamide, is a white crystalline powder with a molecular weight of 122.125, primarily used in clinical settings for the prevention and treatment of various health issues [3] - The industry can be segmented into food-grade, cosmetic-grade, pharmaceutical-grade, and feed-grade nicotinamide, with varying concentrations available [3] Production Methods - Three main production methods for nicotinamide include oxidation of β-methylpyridine to niacin, dehydration of niacin with ammonium hydroxide, and a reaction involving niacin, boric acid, and ammonia [5][11] Applications and Benefits - Nicotinamide is recognized for its anti-acne, anti-inflammatory, whitening, and anti-aging properties, making it a popular ingredient in skincare products [7][8] - In the pharmaceutical sector, it is crucial for treating conditions related to niacin deficiency, while in cosmetics, it enhances skin barrier function and moisture retention [9][12] Industry Chain - The nicotinamide industry chain includes upstream raw material supply, midstream production and processing, and downstream applications in pharmaceuticals, cosmetics, and food [9] - Key raw materials include 3-cyanopyridine, niacin, ammonia, and solvents, with production methods involving chemical synthesis or fermentation [9] Market Dynamics - The global nicotinamide industry exhibits a tiered competitive landscape, with leading companies like Lonza, Vantiv, and Brother Technology dominating the market [17][19] - Brother Technology is identified as a leading domestic player, focusing on the production and sales of nicotinamide and niacin products across various sectors [19][21] Future Trends - The industry is shifting towards high-value products, with a focus on technological innovation and product upgrades to enhance purity and bioavailability [26][28] - The application of nicotinamide is expanding into new areas such as oral beauty products and functional foods, driven by consumer trends and interdisciplinary research [27][28]

濮耐股份 20250709 摘要 格林美采用活性氧化镁替代液碱，显著提升沉淀和过滤效率，降低 MHP 含水率，减轻环保压力，并提高金属回收率，尤其在钴回收方面效果显 著，综合效益驱动客户主动切换技术。 格林美新建生产线将全面采用活性氧化镁技术，如与戴日河谷合资的 6 万吨生产线，预计 2026 年底或 2027 年初投产。现有 16 万吨产能也可 能扩至 18 万吨，以充分利用技术优势。 公司活性氧化镁产品在非洲市场表现良好，大型客户使用后金属回收率 和氧化镁单耗指标优化，能耗控制得当，计划增加订单，并进行工艺调 整以满足欧盟钴粉销售标准。 受运费和国内低品位产品低价竞争影响，国内市场价格偏低。公司产品 提股效果优于复配产品，单耗较低，具备竞争优势，且市场需求大，能 维持当前 40%-50%利润率。 公司计划扩大产能，2025 年投产 6 万吨新线，总产能达 11 万吨，技改 后下半年达 17-18 万吨。2026 年启动 12 万吨新系统，总产能预计达 30 万吨，以应对新增客户需求。 Q&A 格林美在湿法提镍工艺中使用活性氧化镁替代片碱或液碱的进展如何？ 格林美在湿法提镍工艺中使用活性氧化镁替代片碱或液碱 ...

摘要 圣泉集团预计 2025 年半年度归母净利润 4.9 亿至 5.13 亿元，同比增长 48.19%至 54.83%，主要受益于 AI 算力爆发带动高频高速板材需求及 新建电子材料放量，主业技术表现稳定，大庆项目减亏明显。 圣泉集团电子化学品业务取得显著进展，通过扩建产能和科研投入迅速 响应 AI 市场需求，产品从单一扩展到聚苯醚、碳氢树脂等低介电材料系 列，并与终端客户合作开发封装载板耗材，上半年电子产品营收增加约 1.7 亿元。 顺天集团在 PCB 产业链中 PPO 和 OPE 产品上半年及二季度以来同环比 显著增长，新产品贡献较大，去年年底四条产线全部拉满，预计今年年 底将再增加一条产线，以应对不断增长的市场需求。 圣泉电子计划通过融资支持电子领域发展，并进行产业投资配合，吸引 更多财务机构参与，巩固平台性高科技公司属性，提高商业化能力，推 动整体业务成长。本月计划释放 10%股权，下半年或考虑再释放。 公司去年投产的 1,000 吨项目已安装三条生产线，正安装第四条通用型 产线，可生产 ODV、OPE、TPO 和 MTPO，并计划在洛川湖地区建设 三栋厂房，用于 PPO、ODV 及其他碳氢树脂产品， ...