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《特殊商品》日报-20250603
Guang Fa Qi Huo· 2025-06-03 08:05
| 玻璃纯碱期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 2025年6月3日 | | | | 将诗语 | Z00170002 | | 玻璃相关价格及价差 | | | | | | | 品和 | 现值 | 前值 | 张跃 | 涨跌幅 | 单位 | | 华北报价 | 1180 | 1180 | 0 | 0.00% | | | 华东报价 | 1300 | 1300 | 0 | 0.00% | | | 华中报价 | 1110 | 1120 | -10 | -0.89% | | | 华南报价 | 1320 | 1320 | 0 | 0.00% | 元/吨 | | 玻璃2505 | 1096 | 1101 | -5 | -0.45% | | | 玻璃2509 | 682 | ે જેટ | -3 | -0.30% | | | 05基差 | 84 | 79 | 5 | 6.33% | | | 纯碱相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 张跃 | 涨跌幅 | 单位 | | ...
杭州海关落实跨境贸易便利化专项行动系列举措
Zhong Guo Jing Ji Wang· 2025-05-27 06:26
"我们收到海关关于'两步申报'新模式的政策推送后,在新政实施第一天就体验了新模式带来的便利, 海关的政策推送服务真的很实用。"中策橡胶(603049)股份有限公司物流部经理杨瑛说。 杨瑛所说的"政策推送服务",来自于杭州海关在杭州市"亲清在线"服务平台上线的"海关政策专区"。5 月初,海关总署在全国9个直属海关的11个业务现场,同步开展"两步申报"改革优化试点,通过"海关政 策专区",中策橡胶体验到便捷的新政智能推送服务,成为浙江省首家享受新政便利的企业。 "杭州外贸企业数量庞大,我们探索通过科技手段,让更多企业能够及时、全面地掌握进出口法律法规 和便利举措。"杭州海关所属钱江海关科技科科长陈哲睿表示。"海关政策专区"集成了海关总署近年来 出台的政策法规、对外公告等内容,涵盖了最新的海关政策动态及相关监管要求,同时对进出口企业进 行精准画像,在新政策公布后,将政策链接通过短信、微信推送等方式,发送至符合画像的企业联系 人,实现"一策一推",从"企业找政策"变为"政策找企业",提升服务的精准度和实效性。目前"海关政 策专区"已开展智能推送2000余次。 线上精准推送政策,线下持续跟进服务。杭州海关结合杭州市民营 ...
合成橡胶市场周报-20250523
Rui Da Qi Huo· 2025-05-23 09:18
Report Summary 1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - This week, the spot price of domestic butadiene rubber in the market dropped from a high level. Due to strong demand for raw material butadiene and unexpected shutdown of some plants, the production cost of butadiene rubber has increased significantly. Although most private butadiene rubber plants in North China have reduced their production to varying degrees, the weak downstream demand has led to increased inventory in production enterprises and sample trading enterprises. It is expected that the inventory of trading enterprises will decline in the short term. The capacity utilization rate of domestic tire enterprises has continued to increase this week, but the production schedule of some enterprises has been slightly adjusted, and a few enterprises have maintenance plans at the end of the month, which may affect the overall capacity utilization rate. The br2507 contract is expected to fluctuate in the range of 11,500 - 12,000 in the short term [7]. 3. Summary by Directory 3.1 Week - to - Week Highlights - **Market Review**: The spot price of domestic butadiene rubber dropped from a high level this week. As of May 21, the mainstream price of Daqing BR9000 in the Shandong market was around 12,200 yuan/ton [7]. - **Market Outlook**: The price of raw material butadiene has continued to rise, increasing the production cost of butadiene rubber. The inventory of production enterprises and sample trading enterprises has increased, and it is expected that the inventory of trading enterprises will decline in the short term. The capacity utilization rate of domestic tire enterprises has continued to increase, but the production schedule adjustment of some enterprises and maintenance plans of a few enterprises may affect the overall capacity utilization rate [7]. - **Strategy Recommendation**: The br2507 contract is expected to fluctuate in the range of 11,500 - 12,000 in the short term [7]. 3.2 Futures and Spot Markets - **Futures Market** - The price of the synthetic rubber futures main contract fluctuated and closed down this week, with a weekly decline of 3.96% [11]. - As of May 23, the 6 - 7 spread of butadiene rubber was - 85 [18]. - As of May 23, the butadiene rubber warehouse receipts were 6,790 tons, a decrease of 190 tons from last week [21]. - **Spot Market** - As of May 22, the price of Qilu Petrochemical BR9000 in the Shandong market was 12,200 yuan/ton, a decrease of 350 yuan/ton from last week [25]. - As of May 22, the basis of butadiene rubber was 170 yuan/ton, a decrease of 120 yuan/ton from last week [25]. 3.3 Industrial Situation - **Upstream** - As of May 22, the CFR mid - price of naphtha in Japan was 563.38 US dollars/ton, a decrease of 2 US dollars/ton from last week; the CIF mid - price of Northeast Asian ethylene was 780 US dollars/ton, unchanged from last week [28]. - As of May 23, the weekly capacity utilization rate of butadiene was 67.73%, a decrease of 0.29% from last week; the port inventory of butadiene was 28,200 tons, a decrease of 2,670 tons from last week [31]. - **Industry** - In April 2025, the domestic butadiene rubber production was 121,500 tons, a decrease of 6,800 tons from the previous month. As of May 22, the weekly capacity utilization rate of domestic butadiene rubber was 75.57%, a decrease of 3.63% from last week [34]. - As of May 22, the domestic butadiene rubber production profit was - 615 yuan/ton, an increase of 618 yuan/ton from last week [37]. - As of May 21, the domestic butadiene rubber social inventory was 32,800 tons, an increase of 600 tons from last week. As of May 23, the domestic butadiene rubber manufacturer inventory was 27,000 tons, an increase of 350 tons from last week; the trading enterprise inventory was 5,800 tons, an increase of 330 tons from last week [42]. - **Downstream** - As of May 22, the capacity utilization rate of Chinese semi - steel tire sample enterprises was 73.74%, a month - on - month increase of 2.53 percentage points and a year - on - year decrease of 6.35 percentage points; the capacity utilization rate of Chinese all - steel tire sample enterprises was 62.09%, a month - on - month increase of 2.21 percentage points and a year - on - year decrease of 4.11 percentage points [45]. - In April 2025, China's tire export volume was 696,800 tons, a month - on - month decrease of 7.14% and a year - on - year increase of 6.11%. From January to April, China's cumulative tire export volume was 2,645,500 tons, a cumulative year - on - year increase of 6.01% [49].
趋势研判!2025年中国丁腈橡胶行业产业链图谱、市场现状、进出口及未来前景:终端总体需求疲软,市场价格下行[图]
Chan Ye Xin Xi Wang· 2025-05-23 01:23
Industry Overview - Nitrile rubber is a copolymer made from acrylonitrile and butadiene, known for excellent oil resistance, high wear resistance, heat resistance, and strong adhesion [1][6] - The apparent demand for nitrile rubber in China has been increasing, reaching 300,000 tons, driven by downstream markets such as conveyor belts, foamed materials, and sealing products [1][10] - The industry's external dependence has decreased from 35.41% in 2017 to around 25%, indicating a healthy and high-quality development trend [1][10] Production Capacity - China's nitrile rubber production began in the 1960s, with the first production facility established in 1962, achieving a capacity of 1,500 tons [6] - By 2021, the domestic nitrile rubber production capacity reached 293,000 tons, and with recent capacity additions, it has now exceeded 300,000 tons [6][21] - Future projections indicate an increase of 180,000 tons in production capacity over the next five years, potentially reaching 455,000 tons annually, marking a 65.45% increase [6][21] Import and Export Dynamics - China remains a net importer of nitrile rubber, with imports consistently exceeding exports due to domestic production not meeting downstream demand [8] - In 2024, China's nitrile rubber imports are expected to reach 79,000 tons, a decrease of 5.82% year-on-year, while exports are projected to grow by 4.45% to 25,500 tons [8][24] - The increase in exports is attributed to domestic manufacturers expanding their overseas markets and the availability of domestic supply [8][24] Market Pricing - Despite reliance on imports, the overall demand for nitrile rubber has weakened due to a global economic slowdown, leading to a decline in market prices [12] - As of June 2024, the market price for nitrile rubber is reported at 15,900 yuan per ton, down from 20,900 yuan per ton in June 2021 [12] Competitive Landscape - The nitrile rubber industry in China is characterized by a high concentration of production capacity, with only six major manufacturers [14] - Lanzhou Petrochemical leads the market with a production capacity of 100,000 tons, accounting for 30.49% of the total capacity [14][16] - Other significant players include Ningbo Shunze and Zhenjiang Nandi, with capacities of 65,000 tons and 60,000 tons, respectively [14][16] Development Trends - The industry is experiencing continuous capacity expansion, with self-sufficiency rates improving from 35.41% in 2017 to 75.27% in 2023 [21] - There is a growing demand for high-performance products, leading to a shift towards high-end nitrile rubber products, such as hydrogenated nitrile rubber (HNBR) [23] - Export markets are expanding, particularly in Southeast Asia, driven by lower labor costs and manufacturing demand [24]
《特殊商品》日报-20250522
Guang Fa Qi Huo· 2025-05-22 01:39
然橡胶产业期现日报 寇帝斯 | 玻璃纯碱期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年5月22日 | | | | 蒋诗语 | Z00170002 | | 玻璃相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 张跃 | 张跌幅 | 单位 | | 华北报价 | 1180 | 1180 | 0 | 0.00% | | | 华东报价 | 1310 | 1320 | -10 | -0.76% | | | 华中报价 | 1130 | 1130 | 0 | 0.00% | | | 华南报价 | 1320 | 1320 | 0 | 0.00% | アレ/旧屯 | | 玻璃2505 | 1136 | 1129 | 7 | 0.62% | | | 玻璃2509 | 1034 | 1025 | 9 | 0.88% | | | 05基差 | 44 | 51 | -7 | -13.73% | | | 纯碱相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 张庆 ...
国产乙丙橡胶技术突破记   
Zhong Guo Hua Gong Bao· 2025-05-21 02:15
Core Viewpoint - Jilin Petrochemical has successfully developed a domestic catalyst for ethylene-propylene rubber, breaking the reliance on imported products and achieving significant market penetration with competitive pricing [1][2][5] Group 1: Product Development and Innovation - The new product's performance is on par with imported alternatives, leading to initial purchase agreements from downstream customers [1] - The company has overcome the challenge of relying on imported catalysts by collaborating with local research institutions to develop domestic alternatives [2][3] - A new vanadium catalyst for ethylene-propylene rubber production was successfully tested, marking Jilin Petrochemical as the first domestic company to utilize such a catalyst [3][4] Group 2: Market Strategy and Customer Engagement - Following the technical breakthrough, the company actively engaged with leading manufacturers in the automotive sponge and sealing strip sectors to promote the new product [4][5] - Data-driven presentations highlighted the new product's comparable performance metrics to imported products, successfully convincing multiple companies to trial the product [4][5] - The successful adoption of the new product by a leading automotive sealing strip manufacturer signifies a shift in the market dynamics, previously dominated by foreign products [5] Group 3: Industry Impact and Future Prospects - The successful localization of the catalyst not only reshapes the industry landscape but also demonstrates the commitment of state-owned enterprises to technological self-reliance [5] - The ongoing transformation of scientific achievements into productive capabilities is expected to drive high-quality development for the company [5]
中策橡胶: 中策橡胶首次公开发行股票并在主板上市网上路演公告
Zheng Quan Zhi Xing· 2025-05-20 12:28
中策橡胶集团股份有限公司 首次公开发行股票并在主板上市 网上路演公告 保荐人(主承销商):中信建投证券股份有限公司 中策橡胶集团股份有限公司(以下简称"发行人")首次公开发行人民币普通 股(A股)并在主板上市(以下简称"本次发行")的申请已经上海证券交易所上 市审核委员会审议通过,并已经中国证券监督管理委员会同意注册(证监许可 〔2025〕355号)。 本次发行采用网下向符合条件的投资者询价配售(以下简称"网下发行")和 网上向持有上海市场非限售A股股份和非限售存托凭证市值的社会公众投资者定价 发行(以下简称"网上发行")相结合的方式进行。 保荐人(主承销商):中信建投证券股份有限公司 (此页无正文,为《中策橡胶集团股份有限公司首次公开发行股票并在主板上市网 上路演公告》盖章页) 发行人:中策橡胶集团股份有限公司 中信建投证券股份有限公司(以下简称"保荐人(主承销商)")担任本次发 行的保荐人(主承销商)。发行人和保荐人(主承销商)将通过网下初步询价直接 确定发行价格,网下不再进行累计投标询价。 本次拟公开发行新股8,744.8560万股,占发行后发行人总股本的10.00%。本次 网下初始发行数量为6,121 ...
研判2025!中国氢化丁晴橡胶行业产业链、产量及重点企业分析:技术突破与市场扩张并进,产能缺口与进口依赖待解[图]
Chan Ye Xin Xi Wang· 2025-05-13 01:40
关键词:氢化丁晴橡胶、氢化丁晴橡胶市场规模、氢化丁晴橡胶行业现状、氢化丁晴橡胶发展趋势 相关上市企业:道恩股份(002838)、齐翔腾达(002408)、长鸿高科(605008)、凯立新材 (688269)、 相关企业:中国石油化工股份有限公司、山东京博控股集团有限公司、西安凯立新材料股份有限公司、 上海拉斯特橡胶密封技术有限公司、中国一重集团有限公司、天华化工机械及自动化研究设计院有限公 司、成都森发橡塑有限公司 一、行业概述 氢化丁腈橡胶(Hydrogenated Nitrile Butadiene Rubber,简称HNBR)是通过丁腈橡胶(NBR)的分子链 中碳碳双键加氢饱和反应制得的高度饱和特种弹性体。其分子结构中双键含量显著降低(甚至完全消 失),因此被称为"高饱和丁腈橡胶"。HNBR在保留NBR耐油、耐磨特性的基础上,进一步提升了耐热 性(150-180℃)、耐氧化性、耐臭氧性、耐辐射性及耐化学腐蚀性(如耐酸、碱、氟利昂等),综合 性能优异,可部分替代氟橡胶、硅橡胶等高端特种橡胶。氢化丁腈橡胶按丙烯腈(ACN)含量分类可 以分为标准型、高腈型和低腈型三大类。 二、行业发展历程 内容概况:中国氢化 ...
《特殊商品》日报-20250512
Guang Fa Qi Huo· 2025-05-12 05:50
然橡胶产业期现目报 投资咨询业务资格:证监许可【2011】1292号 2025年5月12日 Z0021810 寇帝斯 | 玻璃纯碱期现日报 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 | 2025年5月12日 | | | | 蒋诗语 | Z00170002 | | 玻璃相关价格及价差 | | | | | | | | 品种 | | 那位 | 前值 | 张庆 | 张跌幅 | 单位 | | 华北报价 | | 1220 | 1220 | 0 | 0.00% | | | 华东报价 | | 1370 | 1370 | 0 | 0.00% | | | 华中报价 | | 1170 | 1170 | 0 | 0.00% | | | 华南报价 | | 1320 | 1320 | 0 | 0.00% | アレ/14电 | | 玻璃2505 | | 1039 | 1045 | -6 | -0.57% | | | 玻璃2509 | | 1034 | 1057 | -23 | -2.18% | | | 05基 ...
破译天然橡胶密码 ——仿生合成橡胶实现产业生态双赢
Zhong Guo Hua Gong Bao· 2025-05-09 02:30
Core Viewpoint - The development of bionic synthetic rubber in China represents a significant technological breakthrough, addressing the supply-demand imbalance in the natural rubber industry and providing a sustainable alternative to natural rubber [1][2][3]. Group 1: Industry Challenges - China's natural rubber industry faces a severe supply-demand imbalance, with a projected production of 760,000 tons in 2024 against a consumption of 6,350,000 tons, leading to an import dependency of over 80% and a self-sufficiency rate below 15% [2]. - The strategic importance of natural rubber is highlighted, as it is classified as a strategic reserve material by major global economies, including the U.S. and the EU, due to its critical role in defense and industrial applications [2]. Group 2: Technological Advancements - Researchers have made significant progress in the field of bionic synthetic rubber by analyzing the molecular structure and performance characteristics of natural rubber, leading to the successful design of synthetic alternatives that closely mimic natural rubber [3][4]. - Bionic synthetic rubber has demonstrated superior performance in aviation tire applications, with fatigue life and crack resistance exceeding that of natural rubber, indicating its potential to meet high industry standards [4]. Group 3: Environmental and Economic Benefits - The development of bionic synthetic rubber alleviates environmental issues associated with natural rubber cultivation, such as soil degradation and biodiversity loss, by reducing reliance on rubber plantations [5][6]. - Economically, bionic synthetic rubber offers consistent quality, lower production costs, and a stable supply chain, enhancing competitiveness in the market as production scales up [6][7]. Group 4: Social Implications - The shift towards bionic synthetic rubber is expected to improve the working conditions for rubber farmers, addressing labor shortages and health issues associated with traditional rubber harvesting practices [7].