证券代码：300786 证券简称：国林科技 青岛国林科技集团股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | 分析师会议 □ 特定对象调研 □ | | | | --- | --- | --- | --- | | 类别 | □ 媒体采访 ☑ 业绩说明会 | | | | | □ 新闻发布会 □ 路演活动 | | | | | □ 现场参观 | | | | | ☑其他（2025 年青岛辖区上市公司投资者网上集体接待日） | | | | 参与单位名称及 | 不特定投资者 | | | | 人员姓名 | | | | | 时间 | 年 月 （周一） 下午 2025 5 12 15:00~17:00 | 日 | | | 地点 | "全景路演"网站（http://rs.p5w.net） | | | | | 1、董事长兼总经理：丁香鹏 | | | | 上市公司接待人 | | | 2、董事会秘书兼副总经理：胡文佳 | | 员姓名 | 3、财务总监：刘彦璐 | | | | | 4、独立董事：赵永瑞 本次投资者关系活动采用网络远程的方式进行，投资者提出 | | | | | 的问题及公司回复情况如下： 1 ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [6] Core Viewpoints - Oil prices rebounded due to the US-UK trade agreement and increased geopolitical uncertainties. The report remains optimistic about leading companies with strong alpha that are less correlated with oil prices, suggesting bottom-fishing strategies. It emphasizes the importance of domestic demand and opportunities in new material substitutions, particularly in the agricultural chemical sector during the spring farming season [13][14]. Summary by Sections 1. Core Viewpoints - The report highlights a rebound in oil prices influenced by geopolitical factors and trade agreements, maintaining a focus on companies with strong fundamentals and less dependency on oil prices. It suggests monitoring domestic demand and new material opportunities, especially in the agricultural sector [13]. 2. Oil and Chemical Prices Information 2.1 Oil - As of May 9, Brent oil prices increased by 4.3% to $63.91 per barrel. The US commercial crude oil inventory was 438.4 million barrels, a weekly decrease of 2 million barrels. Gasoline inventory rose by 200,000 barrels, while distillate and propane inventories saw decreases [14]. 2.2 Chemicals - Among 188 monitored chemical products, the top three price increases were liquid chlorine (up 134.1%), natural gas (up 8.0%), and polymer MDI (up 5.0%). The top three price decreases were formic acid (down 10.0%), succinic anhydride (down 9.4%), and cyclohexanone (down 6.9%) [15]. 3. Investment Recommendations and Targets - Recommended companies include: - Wanhua Chemical: Core product MDI shows recent profit improvement with upcoming petrochemical and new material projects [13]. - Huangma Technology: A leading special polyether company that has entered a growth phase [13]. - Runfeng Co., Ltd.: A rare company with global formulation registration and sales channels [13]. - Guoguang Co., Ltd.: A leading company in the plant growth regulator sector [13]. - Hualu Hengsheng: Core product prices are recovering alongside falling coal prices, leading to improved price differentials [13].

基础化工行业 行业研究 | 行业周报 本周油价上涨，液氯、美国天然气、MDI 价格上涨 核心观点 原油相关信息： ⚫ 原油及相关库存：2025 年 5 月 2 日美国原油商业库存 4.384 亿桶，周减少 200 万 桶；汽油库存 2.257 亿桶，周增加 20 万桶；馏分油库存 1.067 亿桶，周减少 110 万 桶；丙烷库存 0.48176 亿桶，周增加 97.0 万桶。美国原油产量及钻机数：2025 年 5 月 2 日美国原油产量为 1336.7 万桶/天，周度减少 9.8 万桶/天，较一年前增加 26.7 万桶/天。2025 年 5 月 9 日美国钻机数 578 台，周减少 6 台，年减少 25 台；加拿大 钻机数 114 台，周减少 6 台，年减少 2。其中美国采油钻机 474 台，周度减少 5 台， 年度减少 22 台。 价格变化： 价差变化： 投资建议与投资标的 风险提示 ⚫ 项目进展不及预期；需求不及预期；海外市场供需情况变化；油价大幅波动。 国家/地区 中国 行业 基础化工行业 报告发布日期 2025 年 05 月 12 日 看好（维持） | 倪吉 | 021-63325888*7504 ...

Core Viewpoint - In 2024, China's chemical industry carbon emissions are projected to be approximately 1.58 billion tons, reflecting a year-on-year increase of 1.28%, with a deceleration in growth rate compared to 2023 [1][12] Industry Overview - Carbon neutrality technology in the chemical industry aims to reduce CO2 emissions during production or achieve net-zero emissions through carbon capture, utilization, and storage (CCUS) [2] - The carbon neutrality technologies can be categorized into carbon reduction, zero-carbon, negative carbon, and circular economy technologies [2] Industry Development History - The development of carbon neutrality technology in China's chemical industry has progressed through three stages: introduction and exploration (before 2015), planning (2015-2020), and implementation and promotion (2021-present) [4] - Since 2021, significant advancements have been made in energy consumption and carbon emission control, with major companies like Sinopec actively participating in carbon neutrality initiatives [4] Industry Chain - The upstream of the carbon neutrality technology industry chain includes raw materials, equipment, and technical services, while the midstream involves the implementation of carbon neutrality technologies [6] - Key equipment includes carbon capture devices, low-carbon energy utilization devices, and high-efficiency energy-saving devices [6] Current Industry Status - In 2024, China's total CO2 emissions are expected to be 12.6 billion tons, remaining stable compared to 2023, with GDP growth of 5.0% and a decrease in carbon emission intensity by 3.4% [10] - The increase in non-fossil energy consumption and the growth of clean energy generation are contributing to the transition away from fossil fuels [10] Key Enterprises - Major companies in the sector include China National Chemical Corporation, Wanhua Chemical, and Zhongcai Energy, focusing on carbon capture and low-carbon technologies [18][20] - Wanhua Chemical has made significant strides in carbon neutrality technology, expanding into new materials and renewable energy sectors [18] Industry Development Trends - The chemical industry is expected to accelerate technological innovation and green transformation, with a focus on replacing traditional fossil materials with bio-based and renewable resources [22] - Integration of the industry chain and collaborative development will be emphasized, with companies extending their operations from raw materials to downstream fine chemical products [23] - The market landscape will shift significantly under carbon neutrality policies, with increased attention on new energy materials and carbon capture technologies [24]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600141 证券简称：兴发集团 公告编号：临2025-030 转债代码：110089 转债简称：兴发转债 湖北兴发化工集团股份有限公司 2025年员工持股计划第一次 持有人会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 一、会议召开情况 湖北兴发化工集团股份有限公司（以下简称"公司"）2025年员工持股计划第一次持有人会议于2025年5 月8日以现场结合通讯表决的方式召开。本次会议由公司董事会秘书鲍伯颖先生召集和主持，出席本次 会议的持有人1,092人，代表2025年员工持股计划份额212,538,000份，占公司2025年员工持股计划总份 额的80.19%。会议的召集、召开和表决程序符合《湖北兴发化工集团股份有限公司2025年员工持股计 划（草案）》和《湖北兴发化工集团股份有限公司2025年员工持股计划管理办法》的相关规定。 二、会议审议情况 （一）审议通过了《关于设立公司2025年员工持股计划管理委员会的议案》 为保证公司2025年员工持股计 ...

Group 1 - Jiangnan Chemical (002226) announced a restructuring agreement with its wholly-owned subsidiary, Northern Explosive Technology Co., Ltd., and Hubei Chutian Chemical Co., Ltd. to establish a new limited liability company through the contribution of subsidiary equity [1] - After the transaction is completed, Dongshen Chutian, Hubei Shuaili, and Henan Huaton will become the controlling subsidiaries of the newly established company, with Jiangnan Chemical as the actual controller [1] - Chutian Chemical has committed that Dongshen Chutian will achieve a cumulative net profit of no less than 95.9172 million yuan in the fiscal years 2025, 2026, and 2027 [1]

Group 1 - The legal opinion is provided by Beijing Hairun Tianrui (Hefei) Law Firm regarding the 2024 annual general meeting of Anhui Huatai Chemical Co., Ltd. [1][2] - The law firm confirms that all documents and materials provided by the company are true, complete, and valid, with no false statements or significant omissions [1][3] - The meeting is scheduled for May 9, 2025, and was announced on April 18, 2025, following the approval of the board of directors [3][4] Group 2 - The qualifications of attendees and the convenor of the meeting have been verified and found to comply with relevant laws and regulations [4][5] - A total of 227,339,120 shares were represented at the meeting, accounting for 68.5025% of the total voting shares [5] - The meeting will utilize both on-site and online voting methods, with specific time slots for online voting [6][7] Group 3 - The resolutions presented at the meeting were announced twenty days prior and fall within the authority of the shareholders' meeting [6][7] - The voting results indicate that all resolutions were passed with more than half of the voting rights represented [7] - The legal opinion concludes that the meeting's procedures, qualifications, and voting methods are in compliance with applicable laws and regulations [7]

证券代码：600426 证券简称：华鲁恒升 公告编号：临 2025-030 山东华鲁恒升化工股份有限公司 关于以集中竞价交易方式回购股份的回购报告书 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份金额：不低于人民币 2 亿元（含），不超过人民币 3 亿元（含），具体的 回购金额以回购期满时实际回购股份使用的资金总额为准。 ● 回购股份资金来源：自有资金或自筹资金。公司已取得中国银行股份有限公司德 州分行出具的《贷款承诺函》，具体贷款事宜将以双方签订的贷款合同为准。 ● 回购股份用途：用于注销并减少公司注册资本。 ● 回购股份价格：公司本次回购股份的最高价不超过人民币 32.38 元/股。本次回购 股份最高价上限未超过董事会通过回购股份决议前 30 个交易日公司股票交易均价的 ● 回购股份方式：集中竞价交易方式。 ● 回购股份期限：自股东大会审议通过最终回购股份方案之日起不超过十二个月。 公司保证将在正常运营的前提下，努力推进本次回购方案的顺利实施。如出现上 述风险导致公司本次回购方案无法实施， ...

中化新网讯 4月28日至29日，第八届数字中国建设峰会在福建省福州市举办。峰会设置开幕式、主论 坛、20余个分论坛以及数字中国创新大赛等特色活动，发布70余项成果，全面呈现我国在数字技术创 新、人工智能应用、数据资源开发利用等方面的新进展。 开幕式上，中共中央政治局委员、国务院副总理张国清在致辞中表示，建设数字中国是推进中国式现代 化的重要引擎，是构筑国家竞争新优势的有力支撑。工业和信息化部信息技术发展司司长王彦青介绍 说，2024年，我国数字产业完成业务收入35万亿元，同比增长5.5%，实现利润总额2.7万亿元，同比增 长3.5%，数字产业呈现积极发展态势。 一些化工项目也亮相峰会。在福建展区，福建百宏化学有限公司新材料绿色化智能化技术改造项目、泉 州市华实橡塑科技有限公司的智能引擎驱动空悬工厂质效跃升新境界项目等纷纷亮相。 会上还举行项目签约仪式。华为与华润新能源投资有限公司福建分公司、中化石油福建有限公司等签署 合作协议。福建省南平市顺昌县六氟丙烯及电子氟化液系列产业建设项目签约，该项目主要生产用于数 据中心服务器冷却、新能源储能站新型气体灭火剂等的六氟丙烯二聚体、全氟己酮等新材料。 在成果发布会上，中 ...

核心观点 原油相关信息： ⚫ 原油及相关库存：2025 年 4 月 25 日美国原油商业库存 4.404 亿桶，周减少 270 桶； 汽油库存 2.255 亿桶，周减少 400 万桶；馏分油库存 1.078 亿桶，周增加 90 万桶； 丙烷库存 0.47206 亿桶，周增加 57.6 万桶。美国原油产量及钻机数：2025 年 4 月 25 日美国原油产量为 1346.5 万桶/天，周度增加 0.5 万桶/天，较一年前增加 36.5 万 桶/天。2025 年 5 月 2 日美国钻机数 584 台，周减少 3 台，年减少 21 台；加拿大钻 机数 120 台，周减少 8 台，年度不变。其中美国采油钻机 479 台，减少 4 台，年度 减少 20 台。 价格变化： 基础化工行业 行业研究 | 行业周报 油价走弱，继续关注内需及国产替代新材 料机会 价差变化： 投资建议与投资标的 风险提示 ⚫ 项目进展不及预期；需求不及预期；海外市场供需情况变化；油价大幅波动。 国家/地区 中国 行业 基础化工行业 报告发布日期 2025 年 05 月 06 日 看好（维持） | 倪吉 | 021-63325888*7504 | | ...