Core Viewpoint - The company, Longhong New Science (联泓新科), confirmed that its lithium carbonate solvent production facility is operating well, with full orders and sales, amidst rising market prices for EC solvents driven by increased downstream demand [2]. Group 1: Company Operations - The company's lithium carbonate solvent production capacity includes 100,000 tons/year of EC, 50,000 tons/year of EMC, and 900 tons/year of DEC, making it one of the main suppliers of electrolyte solvents [2]. - The production facility is currently running smoothly, with full production and sales [2]. Group 2: Market Conditions - Recent market conditions have led to a tightening supply of EC and other solvent products, resulting in a rapid increase in market prices [2]. - It was noted that the price increase for EC solvents has been nearly 40% [2].

Group 1 - The company, DFL, stated that its lithium hexafluorophosphate production line is currently operating at full capacity, indicating strong market demand [1] - The company anticipates that the demand will continue to rise in the coming year [1]

Core Points - Hubei Yihua Chemical Co., Ltd. has received approval for a medium-term note registration amounting to 2 billion yuan [1] - The registration is valid for two years from the date of the notification and is underwritten by CITIC Bank and Shenwan Hongyuan Securities [1] - The company can issue the medium-term notes in installments during the registration period and must comply with relevant regulations for issuance management [1] Summary by Sections - **Registration Details** - The registered amount for the medium-term notes is 2 billion yuan [1] - The registration is valid for two years from the notification date [1] - Joint lead underwriters are CITIC Bank and Shenwan Hongyuan Securities [1] - **Issuance Management** - The company may issue the notes in multiple tranches during the registration period [1] - Prior to issuance, the company must file with the trading association [1] - The company is required to disclose the issuance results through approved channels after completion [1] - **Compliance and Disclosure** - The company will adhere to legal regulations and trading association requirements for issuance [1] - Issuance will be arranged based on the company's funding needs and market conditions [1]

（文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，同德化工收盘价为5.30元，上涨1.53%，本期筹码集中以来股价累计 下跌5.02%。具体到各交易日，7次上涨，6次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入3.31亿元，同比下降20.53%，实现净利 润-993.70万元，同比下降125.28%，基本每股收益为-0.0200元。（数据宝） 同德化工11月28日披露，截至11月20日公司股东户数为21682户，较上期（11月10日）减少2414户，环 比降幅为10.02%。 ...

硝化棉，又名硝酸纤维素、纤维素硝酸酯、棉体火棉胶等，是纤维素与硝酸酯化反应的产物，分子式为 (C₆H₇O₂CONO₂)ₙ，外观呈白色或微黄色棉絮状，无臭无味，可溶于丙酮、乙醚乙醇混合溶液，但不溶 于水。 文章来源：新思界网林谖 俄 罗斯硝化棉市场需求增长空间大 中国对其出口前景好 俄罗斯，是全球重要的硝化棉需求市场。根据新思界产业研究中心发布的《2025-2029年俄罗斯硝化棉 市场深度调研分析报告》显示，2022年俄乌冲突爆发，俄罗斯本土弹药需求激增，对硝化棉等制作原料 的应用需求量也得以大量释放。然而，俄罗斯当地的硝化棉产量有限，冲突爆发前主要依赖从意大利、 荷兰等欧洲国家进口，但在冲突爆发后，由于西方国家的制裁，导致俄罗斯传统的硝化棉供应渠道被中 断，从而不得不增加从中国等其他国家进口的硝化棉数量。 根据中国海关总署统计的数据显示，在2015-2021年间，俄罗斯从中国进口的硝化棉数量几乎为"0"；但 自2022年5月起，这一数值迅速上升，到年底达到了704吨；在2023年，俄罗斯从中国进口的硝化棉数量 更是实现翻倍增长，达到1365吨；而在2024年第一季度，这一数值仍达到了112吨。另外，中国出口到 ...

Core Viewpoint - The stock of Yaxing Chemical (600319) reached its daily limit up, with a turnover rate of 8.98% and a transaction amount of 330 million yuan, despite a net loss reported in the latest quarterly earnings [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's watchlist due to a price deviation of 9.70%, with institutional investors net buying 10.23 million yuan [2]. - The top five trading departments accounted for a total transaction of 106 million yuan, with a net selling of 4.68 million yuan [2]. - Three institutional special seats were involved in trading, with a total net buying amount of 10.23 million yuan [2]. Recent Performance - Over the past six months, the stock has appeared on the watchlist five times, with an average price drop of 1.11% the day after being listed and an average decline of 10.11% over the following five days [2]. - The stock experienced a net inflow of 62.97 million yuan in main funds today, with significant contributions from large orders [2]. Financial Results - The company reported a revenue of 641 million yuan for the first three quarters, a year-on-year decrease of 2.53%, and a net loss of 144 million yuan [2].

Core Viewpoint - The company, Zhenhua New Materials, is experiencing low capacity utilization due to weak demand in the ternary materials market and adjustments in product structure [1] Group 1 - Investors inquired about the company's capacity utilization rate as of the end of November [1] - The company confirmed that its capacity utilization rate is low this year [1] - The low utilization is attributed to the sluggish demand in the ternary materials market [1]

Core Viewpoint - Hubei Yihua (000422.SZ) has received a registration notice from the National Association of Financial Market Institutional Investors for a medium-term note registration amounting to 2 billion yuan, valid for two years from the date of the notice [1] Group 1 - The company has been granted a medium-term note registration amount of 2 billion yuan [1] - The registration validity period is two years from the date of the notice [1]

Core Viewpoint - The company announced that its Shawan Phase I technical transformation project did not undergo bidding in September this year, which is significant for its production capabilities in the battery materials sector [1] Group 1: Company Information - The Shawan Phase I project is primarily aimed at producing medium nickel and medium to high nickel ternary cathode materials [1] - The project is designed to be compatible with the production of lithium cobalt oxide, sodium-ion battery cathode materials, and lithium-rich manganese-based cathode materials for solid-state batteries [1]

Core Viewpoint - Yuanli Co., Ltd. plans to acquire 100% of Fujian Tongsheng New Materials Technology Co., Ltd. for a total transaction price of 471 million yuan, which will enhance its strategic business layout in the silicon dioxide sector and provide new growth opportunities for performance [2]. Group 1 - The acquisition will be executed through a combination of share issuance and cash payment [2]. - Fujian Tongsheng is a high-tech enterprise specializing in the research, production, and sales of silicon dioxide [2]. - The completion of this restructuring is expected to accelerate the company's strategic business development in the silicon dioxide field [2].