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景兴纸业: 关于对外担保的进展公告
Zheng Quan Zhi Xing· 2025-06-18 08:20
浙江景兴纸业股份有限公司 浙江景兴纸业股份有限公司(以下简称"公司")于2025年4月28日召开八届董 事会第十五次会议及八届监事会第十三次会议,审议通过了《关于2025年度公司向 控股子公司提供及由子公司向母公司提供担保额度的议案》及《关于与平湖弘欣热 电有限公司续签互保协议的议案》,分别同意在2025年度由公司对子公司、并由子 公司为母公司向银行融资提供担保额度,以及公司与平湖弘欣热电有限公司(以下 简称"弘欣热电公司")互相提供总额度不超过30,000万元人民币的担保,上述担 保有效期自股东大会批准之日起至下一年年度股东大会召开之日止。上述事项已经 月29日披露于《证券时报》及巨潮资讯网(http://www.cninfo.com.cn)上《关于2025 年度公司向控股子公司提供及由子公司向母公司提供担保额度的公告》 (公告编号: 临2025-024)及《关于与平湖弘欣热电有限公司续签互保协议的公告》(公告编号: 临2025-025)。 二、担保进展情况 (一)2025年6月18日,公司与中国银行股份有限公司平湖支行(以下简称"中 国银行平湖支行")签订了编号为"JXPH2025人保189"的《最高额保 ...
纸浆早报-20250618
Yong An Qi Huo· 2025-06-18 05:06
纸浆早报 研究中心能化团队 2025/06/18 SP主力合约收盘价: 5220.00 | 日期 | 2025/06/17 | 2025/06/16 | 2025/06/13 | 2025/06/12 | 2025/06/11 | | --- | --- | --- | --- | --- | --- | | 主力合约收盘价 | 5220.00 | 5274.00 | 5242.00 | 5268.00 | 5346.00 | | 折美元价 | 634.42 | 641.39 | 637.35 | 640.45 | 649.76 | | 距上一日涨跌 | -1.02389% | 0.61045% | -0.49355% | -1.45903% | -0.55804% | | 山东银星基差 | 900 | 861 | 893 | 867 | 814 | | 江浙沪银星基差 | 915 | 876 | 908 | 882 | 854 | 以13%增值税计算 | 产地 | 品牌 | 价格说明 | 港口美元价格 | 山东地区人民币价格 | 进口利润 | | --- | --- | --- | --- | --- | ...
山鹰国际: 关于提供担保的进展公告
Zheng Quan Zhi Xing· 2025-06-17 11:11
债券简称:鹰 19 转债 债券代码:110063 山鹰国际控股股份公司 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法律责任。 为满足山鹰国际控股股份公司(以下简称"公司")合并报表范围内子公司 的日常生产经营及业务发展需要,公司于 2025 年 4 月 28 日召开第九届董事会第 二十六次会议及第九届监事会第八次会议,于 2025 年 5 月 21 日召开 2024 年年 度股东大会,审议通过《关于 2025 年度担保计划的议案》,同意 2025 年度公司 及合并报表范围内子公司预计对外担保额度不超过人民币 3,146,500 万元,对参 股公司提供担保额度不超过 30,500 万元。其中,为华中山鹰提供总额不超过人 民币 400,000 万元的担保额度;为贵州祥恒包装有限公司(以下简称"贵州祥恒") 提供总额不超过人民币 5,000 万元的担保额度。扬州祥恒系资产负债率 70%以下 的子公司,本次将贵州祥恒尚未使用的担保额度调剂至扬州祥恒。为浙江供应链 提供总额不超过人民币 90,000 万元的担保额度;为合肥祥恒提供总额不超过人 ...
纸浆数据日报-20250617
Guo Mao Qi Huo· 2025-06-17 03:59
| | | | | 投资咨询业务资格:证监许可【2012】31号 | | | ITC 国贸期货 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | SAL | | | | | | | | 农产品研究中心 >> | 国贸期货研究院 | 杨璐琳 | 投资咨询号:Z0015194 从业资格号:F3042528 | | | 2025/6/17 | | | | | | | | 纸浆价格数据 | | | | | | | | 2025年6月16日 | 日环比 | 周环比 | | | 2025年6月16日 | 日环比 | 10 m/ 10 | | | SP2601 | 5236 | 0. 65% | -1. 13% | | 针叶浆银星 | 6100 | 0. 00% | -0. 81% | | 期货价格 | SP2507 | 5242 | -0. 49% | -1.95% | 现货价 | 针叶浆俄针 | 5300 | 0. 00% | -0. 93% | | | SP2509 | 5232 | 0. 65% | -1. ...
建信期货纸浆日报-20250617
Jian Xin Qi Huo· 2025-06-16 23:39
行业 纸浆日报 日期 2025 年 6 月 17 日 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号:F03094925 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号:F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号:F3037892 021-60635727 penghaozhou@ccb.ccbfutures.com 期货从业资格号:F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号:F3075681 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号:F3015157 021-60635727 能源化工研究团队 研究员:刘悠然(纸浆) 研究员:李捷,CFA(原油燃料油) 研究员:任俊弛(PTA、MEG) 研究员:彭浩洲(尿素、工业硅) 研究员:彭婧霖(聚烯烃) 研究员:李金(甲醇) 研究员:冯泽仁(玻璃纯碱) 请阅读正文后的声明 # ...
能源化工纸浆周度报告-20250615
Guo Tai Jun An Qi Huo· 2025-06-15 09:52
Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The pulp market is expected to remain in a state of oscillatory consolidation and weak operation in the near term. The cost - side foreign market quotations are stable, and the new round of the outer - market price of Brazilian eucalyptus pulp "Bird" remains unchanged. The increase in Brazilian eucalyptus pulp exports to China in May may lead to a significant increase in arrivals around July. The downstream demand remains weak, and the port inventory is difficult to deplete at a high level, which restricts the upward space of pulp prices. However, due to the low - level pulp futures prices in recent years, traders' sentiment of reluctance to sell at low prices is strong, so the subsequent deep - decline space is also limited [77]. Summary by Directory Industry News - As of June 12, 2025, the inventory of pulp in Changshu Port was 581,000 tons, a week - on - week increase of 29,000 tons (5.3%); in Qingdao Port, it was 1.342 million tons, a week - on - week increase of 16,000 tons (1.2%); in Gaolan Port, it was 152,000 tons, a week - on - week decrease of 6,000 tons (3.8%). The total inventory of mainstream ports in China was 2.185 million tons, a week - on - week increase of 28,000 tons (1.3%) [6]. - Rizhao Huatai Paper Co., Ltd. has an annual production capacity of 50,000 tons of fluff pulp, and the 500,000 - ton fluff pulp project is a future planning project and has not started construction yet [6]. - Finnpulp's Joutseno NBSK pulp mill will be shut down temporarily starting from June 9 to adjust inventory levels and match production with low orders in Asia [6]. Market Data Market Trends - The price of the main pulp futures contract first rose and then fell. Some spot traders were reluctant to sell at low prices. Constrained by weak demand, there were few actual transactions for high - priced goods. The price of softwood pulp fluctuated within a range during the week [36]. Basis and Spread - On June 13, 2025, the basis of Silver Star was 858 yuan/ton, a month - on - month decrease of 1.38% and a year - on - year increase of 125.79%; the basis of Russian Needle was 58 yuan/ton, a month - on - month decrease of 17.14% and a year - on - year increase of 182.86%; the spread between Silver Star and Russian Needle was 800 yuan/ton, with no month - on - month change and a year - on - year increase of 77.78% [14]. - On June 13, 2025, the 07 - 09 spread was 44 yuan/ton, a month - on - month decrease of 21.43%; the 07 - 11 spread was 116 yuan/ton, a month - on - month increase of 1.75% [19]. Fundamental Data Price - The difference between softwood and hardwood pulp decreased. On June 13, 2025, the spread between Silver Star and Goldfish was 2,000 yuan/ton, a month - on - month decrease of 1.48% and a year - on - year increase of 207.69%; the spread between Russian Needle and Goldfish was 1,200 yuan/ton, a month - on - month decrease of 2.44% and a year - on - year increase of 500% [27]. - The import profit of Silver Star was positive recently but continued to decline this week. There was no quotation for eucalyptus pulp "Star" in June, and the supply is expected to partially resume in July [32]. - On June 13, 2025, the prices of Silver Star, Cariboo, Northern Wood, Lion Brand, and Russian Needle were 6,100 yuan/ton, 6,200 yuan/ton, 6,350 yuan/ton, 6,200 yuan/ton, and 5,300 yuan/ton respectively, with month - on - month decreases of 0.81%, 0.80%, 0.78%, 0.80%, and 0.93% [34]. - Traders of imported eucalyptus pulp were under great cost pressure and were reluctant to sell at low prices. Some eucalyptus pulp brands' quotations increased slightly, but the downstream market's inquiry was only for low - price products, and the trading rhythm was slow, which limited the price rebound space [40]. - On June 13, 2025, the prices of Goldfish, Star, Bird, and Broadleaf were 4,100 yuan/ton, with month - on - month changes of - 0.49%, 0.00%, 0.00%, and 0.00% respectively [41]. - On June 13, 2025, the prices of Venus and Kunhe were 5,000 yuan/ton and 3,900 yuan/ton respectively, with a month - on - month decrease of 2.91% for Venus and no change for Kunhe [45]. Supply - In April 2025, the European port inventory decreased month - on - month, and the global pulp out - port volume decreased both year - on - year and month - on - month. The European port inventory was 1.352 million tons, a month - on - month decrease of 12.77% and a year - on - year increase of 16.75%; the global pulp out - port volume was 4.077 million tons, a month - on - month decrease of 18.30% and a year - on - year decrease of 10.89% [48][49]. - In April 2025, the pulp import volume decreased to varying degrees. The import volume of softwood pulp decreased by 5.03% month - on - month, and that of eucalyptus pulp decreased by 18.41% month - on - month [51]. Demand - On June 13, 2025, the capacity utilization rates of white cardboard, household tissue paper, offset paper, and coated paper were 73.41%, 63.40%, 56.37%, and 56.18% respectively. The capacity utilization rate of household tissue paper increased slightly due to the "618" promotion, while that of other paper types decreased or remained at a low level [54]. - The market price of white cardboard remained stable. The supply was loose, and the terminal consumption was weak. The downstream customers' enthusiasm for stocking decreased, and they mainly received previous orders and replenished stocks on a just - in - time basis [56]. - The market price of household tissue paper was slightly adjusted. Some paper mills that had shut down for maintenance had not resumed production. The market was quiet, and traders were waiting and watching. Some regions' sales increased due to the "618" promotion, and the paper mills' operating rates increased slightly [60]. - The average price of coated paper enterprises decreased. The supply pressure was controllable, but the consumption demand was weak, and the industry was in a situation of weak supply and demand [60]. Inventory - On June 13, 2025, the warehouse receipt quantity of pulp in warehouses was 238,200 tons, a month - on - month increase of 1.21% and a year - on - year decrease of 49.96%; the warehouse receipt quantity in factories was 16,300 tons, with no month - on - month change and a year - on - year decrease of 51.14% [65]. - The port inventory was at a high level within the year, and the inventory of mainstream ports in China showed an increasing trend this period. The inventory in Qingdao Port and Changshu Port increased, while that in Gaolan Port decreased [71]. Operation Suggestions - The pulp market is expected to oscillate and consolidate, with a weak operation trend. The cost - side foreign market quotations are stable, and the increase in Brazilian eucalyptus pulp exports to China in May may lead to more arrivals around July. The downstream demand is weak, and the port inventory is difficult to deplete at a high level, which restricts the upward space of pulp prices. However, due to traders' reluctance to sell at low prices, the subsequent deep - decline space is also limited [77].
能源化工胶版印刷纸周度报告-20250615
Guo Tai Jun An Qi Huo· 2025-06-15 09:25
2 国泰君安期货·能源化工 胶版印刷纸周度报告 国泰君安期货研究所·高琳琳 投资咨询从业资格号:Z0002332 日期:2025年6月15日 Guotai Junan Futures all rights reserved, please do not reprint CONTENTS 综述 01 行情走势 02 供需数据 03 行情研判 04 行情研判 行业资讯 现货价格 成本利润 季节性特征 供给 需求 库存 进出口 行情研判 Special report on Guotai Junan Futures 2.【国内双胶纸周度企业开工负荷分析】据卓创资讯数据统计,本周双胶纸开工负荷率在46.36%,较上周下滑1.35个百分点,本周降幅较上 周扩大0.58个百分点。周内湖南地区停机产线陆续复产,但山东地区新增个别停机检修产线,拖累双胶纸开工继续下滑。 综述 1 行情研判 Special report on Guotai Junan Futures 4 资料来源:Qinrex ➢ 行情回顾:本周双胶纸市场价格主流维稳,华北部分市场规格下跌。据卓创资讯数据显示,本周70g木浆高白双胶纸市场均价为5163元/ 吨, ...
洁雅股份(301108) - 2025年5月28日 投资者关系活动记录表
2025-06-13 09:28
证券代码:301108 证券简称:洁雅股份 铜陵洁雅生物科技股份有限公司 投资者关系活动记录表 编号:2025-004 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 其他 线上调研 | | 参与单位名称 | 华福证券:刘洋、马嘉欣。 | | 及人员姓名 | | | 2025 时间 | 年 6 月 13 日 15:00-15:40 | | | 铜陵市狮子山经济开发区铜井东路 号 1928 | | 地点 | 铜陵洁雅生物科技股份有限公司会议室 | | | 副总经理、董事会秘书:胡能华 | | 上市公司接待 | 董事、财务总监:杨凡龙 | | 人员姓名 | | | | 证券事务代表:徐文丽 | | | 一、公司简介 | | | 铜陵洁雅生物科技股份有限公司成立于 1999 年,是一家专 | | | 注于湿巾类产品研发、生产与销售的专业制造商,经过二十多年 | | | 的发展,公司在湿巾产品的研发和生产等方面拥有深厚的技术积 | | | 累和行业经验。公司 年 月 日登陆深交 ...
松炀资源: 广东松炀再生资源股份有限公司关于股份回购实施结果暨股份变动的公告
Zheng Quan Zhi Xing· 2025-06-12 10:27
证券代码:603863 证券简称:松炀资源 公告编号:2025-028 广东松炀再生资源股份有限公司 关于股份回购实施结果暨股份变动的公告 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法律责任。 重要内容提示: 回购方案首次披露日 2024/6/13 回购方案实施期限 2024 年 6 月 13 日~2025 年 6 月 12 日 预计回购金额 1,500.00万元~3,000.00万元 回购价格上限 20.00元/股 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 实际回购股数 108.50万股 实际回购股数占总股本比例 0.5302% 实际回购金额 1,501.88万元 实际回购价格区间 11.82元/股~18.94元/股 一、 回购审批情况和回购方案内容 广东松炀再生资源股份有限公司(以下简称"公司")于 2024 年 6 月 12 日召 开第四届董事会第十一次会议审议通过了《关于以集中竞价交易方式回购公司股 份的议案》,根据回购方案,公司拟使用自有资金以集中竞价交易方式 ...
山鹰国际控股股份公司第九届董事会第二十七次会议决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-06-12 03:52
登录新浪财经APP 搜索【信披】查看更多考评等级 股票简称:山鹰国际 股票代码:600567 公告编号:临2025-040 债券简称:鹰19转债 债券代码:110063 经审议表决,本次会议形成如下决议: (一)审议通过了《关于〈山鹰国际控股股份公司2025年员工持股计划(草案)〉的议案》 为了建立和完善员工、股东的利益共享机制,改善公司治理水平,提高职工的凝聚力和公司竞争力,调 动员工的积极性和创造性,促进公司长期、持续、健康发展,公司拟定了《山鹰国际控股股份公司2025 年员工持股计划(草案)》,本员工持股计划股份来源为公司从二级市场回购的公司A股普通股股票, 本员工持股计划涉及的标的股票规模不超过52,631,578股,具体持股数量以员工实际出资缴款情况确 定。 表决结果:同意4票,反对0票,弃权0票,关联董事陈银景、许云、游知作为本次员工持股计划的参与 对象已回避表决。本议案需提交公司2025年第二次临时股东大会审议。 此项议案已经公司董事会薪酬与考核委员会审核通过,并同意提交本次董事会审议,关联委员回避表 决。 具体内容详见公司同日于上海证券交易所网站(www.sse.com.cn)披露的《山鹰国际 ...