Financial Performance - SQM's Last Twelve Months (LTM) revenues reached US$4.5 billion[6] - The company's LTM Adjusted EBITDA stood at US$1.4 billion[6] - SQM's LTM Adjusted EBITDA Margin was 32%[6] - The Net Financial Debt (NFD) to Adjusted EBITDA ratio was 1.6x as of March 31, 2025[6,8] - First Quarter 2025 revenues were US$1,037 million, a decrease of 4% year-on-year[17] Business Segments - Lithium and derivatives LTM revenue was $2,197 million and gross profit was $517 million[23] - Iodine and derivatives LTM revenue was US$983 million and gross profit was US$525 million[29] - Specialty Plant Nutrition LTM revenue was US$946 million and gross profit was US$161 million[39] - Potassium LTM revenue was US$250 million and gross profit was US$33 million[46] - Industrial Chemicals LTM revenue was US$75 million and gross profit was US$30 million[53] Market Position and Outlook - SQM holds approximately 17% of the global lithium chemical market share[23,24] - The company anticipates the global lithium market to grow by approximately 17% in 2025[23] - SQM has approximately 37% of global Iodine market share[34] - SQM has approximately 41% of global KNO3 market share[44] - SQM has approximately 32% of global Industrial Chemicals market share[56]

Core Insights - Perimeter Solutions has inaugurated a new PHOS-CHEK facility in McClellan Park, Sacramento, CA, which is one of the leading fire retardant production facilities globally [1][7] - The facility spans 110,000 square feet and will enable rapid distribution of fire retardants to airbases across North America [1][7] - The investment aims to address the increasing challenges posed by severe wildfire seasons in California and nationwide [2] Product Details - The new facility will manufacture three key fire retardants: PHOS-CHEK MVP-Fx, PHOS-CHEK 259-Fx, and PHOS-CHEK LCE20-Fx [2][7] - PHOS-CHEK MVP-Fx is heavily relied upon by CAL FIRE for wildfire combat in California [2] - PHOS-CHEK 259-Fx is the only fire retardant approved for use in fixed-tank helicopters, designed to protect sensitive equipment [2] - PHOS-CHEK LCE20-Fx is the latest innovation, offering high firefighting performance with improved environmental benefits [2] Strategic Commitment - The investment in the McClellan facility reflects Perimeter Solutions' commitment to innovation, reliability, and environmental responsibility [3] - The company is enhancing its capacity to respond quickly to wildfire emergencies with advanced fire retardant technology [3] Market Performance - Perimeter Solutions' shares have increased by 96% over the past year, significantly outperforming the industry average growth of 4.6% [4]

Core Viewpoint - Huntsman Corporation will hold a conference call on August 1, 2025, to discuss its second quarter 2025 financial results, with a question and answer session following the opening remarks [1]. Financial Information - The earnings press release, including financial statements and segment information, will be distributed after the market closes on July 31, 2025 [2]. - The company reported revenues of approximately $6 billion for the year 2024 [3]. Company Overview - Huntsman Corporation is a global manufacturer and marketer of differentiated and specialty chemicals, operating over 60 manufacturing, R&D, and operations facilities in about 25 countries [3]. - The company employs approximately 6,300 associates within its continuing operations [3].

Press release Regulated information Brussels, July 3, 2025, 18:00 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notification indicating that they crossed the threshold of 3%. Here is a summary of the notification: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total June 25, 2025 0.00% 3.96% 3.96% The notification, dated Jul ...

Nvidia Corp (NASDAQ:NVDA) just became the world's most valuable company in history. The shares hit a record high of $160.98 today, up 19.1% since the start of 2025. For those betting on even more highs for the semiconductor giant, it's worth noting that the stock rarely disappoints in the third quarter. Per Schaeffer's Senior Quantitative Analyst Rocky White, NVDA finished the third quarter positive in eight out of the last 10 years, making it one of the best S&P 500 Index (SPX) stocks to own during this ti ...

Group 1 - Perimeter Solutions, SA (PRM) is a notable stock in the Basic Materials sector, currently outperforming its peers with a year-to-date return of 19.5% compared to the sector average of 13.7% [1][4] - The Zacks Rank for Perimeter Solutions, SA is 1 (Strong Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Over the past 90 days, the Zacks Consensus Estimate for PRM's full-year earnings has increased by 67.6%, reflecting improved analyst sentiment [4] Group 2 - Perimeter Solutions, SA is part of the Chemical - Specialty industry, which includes 37 companies and has an average year-to-date gain of 6.5%, further highlighting PRM's strong performance [6] - Silvercorp (SVM), another stock in the Basic Materials sector, has returned 54.7% year-to-date and has a Zacks Rank of 2 (Buy) [5] - The Mining - Miscellaneous industry, to which Silvercorp belongs, has an average year-to-date return of 15.5% [6]

【DT新材料】 获悉，近日 ， 辽阳石化公司 10万吨/年尼龙66项目如期中交。 据悉，该总投资 12.1亿元 ， 2024年3 月15日开工建设， 主要建设包括 5万吨/年 己二腈装置、 5万吨/年 己二胺装置、 12万吨/年 成盐装置和 10万吨/年 尼龙66装置，最终形成己二酸-己二腈-己二胺-尼龙66的完整产业链。 该项目是辽阳石化实现"特色产业特色产品巨人"战略目标的重要 一环，将补齐中国石油尼龙产业链条，形成一体化发展。 辽阳石化 成立于1999年， 是中国石油天然气股份有限公司下属的地区分公司，是特大型石油化工联合生产企业。公司现 有炼油、芳烃、烯烃等主要 生产线，炼化主体生产装置58套，辅助生产装置38套。 除了 10万吨/年尼龙66项目 外， 辽阳石化还有 年产4万吨 超高分子量聚乙烯 扩能改造项目在建 ， 是在公司现有7万吨/年聚乙装置（A/B线）的基 础上进行扩能升级改造， 项目总投资 2.11亿元 。 说明： 本文部分素材来自于 辽阳石化公司 官网及 网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系 我们： ...

Group 1 - Perimeter Solutions, SA (PRM) shares increased by 8.5% to close at $15.27, with a notable trading volume, and a total gain of 13.5% over the past four weeks [1] - The company has opened a new PHOS-CHEK facility in McClellan Park, Sacramento, CA, which is one of the most advanced fire-retardant production facilities globally, covering an area of 110,000 square feet [2] - This new facility will produce three key fire retardants: PHOS-CHEK MVP-Fx, PHOS-CHEK 259-Fx, and PHOS-CHEK LCE20-Fx, bringing the total number of PHOS-CHEK production facilities to seven across the U.S. and Canada [3] Group 2 - Perimeter Solutions is expected to report quarterly earnings of $0.28 per share, reflecting a year-over-year increase of 100%, with revenues projected at $133.75 million, up 5.1% from the previous year [4] - The consensus EPS estimate for Perimeter Solutions has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] - Perimeter Solutions holds a Zacks Rank of 2 (Buy), indicating positive market sentiment, while another company in the same industry, CSW Industrials, has seen a slight decline in stock price [5]

Company Overview - Ecovyst (ECVT) shares increased by 9.2% to close at $8.3, supported by high trading volume compared to normal sessions [1] - The stock had previously shown no significant movement over the past four weeks [1] Analyst Insights - A Citi analyst raised Ecovyst's price target from $7.50 to $10.00 while maintaining a Buy rating [2] - The analyst also revised EBITDA estimates for the second quarter of 2025 and full-year 2025, increasing them by 2% and 1% respectively [2] - The positive outlook is attributed to improved refinery utilization, stabilizing industrial production, and reduced tariff concerns [2] Earnings Expectations - Ecovyst is projected to report quarterly earnings of $0.12 per share, unchanged from the same quarter last year [3] - Expected revenues are $204.83 million, reflecting a 12.1% increase year-over-year [3] - The consensus EPS estimate has remained stable over the last 30 days, indicating a lack of upward revisions which typically correlate with stock price movements [4] Industry Context - Ecovyst operates within the Zacks Chemical - Specialty industry, which includes other companies like Daqo New Energy (DQ) [4] - Daqo's stock rose by 15.8% to $17.71, with a 12.8% return over the past month [4] - Daqo's consensus EPS estimate for the upcoming report is -$1.16, representing a 35.9% change compared to the previous year [5]

免责声明 塑料产业日报 2025-07-03 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 损失，当前产量仍处高位。下游淡季延续，终端备货意愿低，下游开工率预计维持窄幅下降趋势。成本方 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 面，美国与越南达成贸易协议，伊朗暂停与国际原子能组织合作，近期国际油价上涨。短期LLDPE供需双 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 助理研究员: 徐天泽 期货从业资格号F03133092 弱，L2509预计震荡走势，日度K线关注7200附近支撑与7340附近压力。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | ...