格隆汇2月25日｜川金诺发布异动公告，公司股票连续2个交易日收盘价格涨幅偏离值累计已达 34.18%。根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。近期市场传 闻称美国可能依据《国防生产法》将磷元素和草甘膦列入国家安全优先事项。该事项对公司经营的实际 影响尚不明确，请投资者理性决策，注意投资风险。公司生产所需主要原材料硫元素价格近期持续处于 高位，可能导致生产成本上升，对经营业绩形成压力，敬请投资者关注原材料价格波动带来的风险。 ...

格隆汇2月25日｜有投资者在互动平台向中触媒提问：公司特种分子筛和催化剂营收占了主营绝大部 分，除此之外，近年公司在新材料研发和应用上有什么重大的、新的突破吗？ 中触媒回复称，近年公司持续加大研发投入强度，丰富产品矩阵，拓展产品应用与新材料领域，其中公 司已掌握人工合成高纯石英砂的全套生产工艺和合成核心技术，相关核心工艺已完成中试阶段的验证与 定型，纯度可达到5N以上；公司高纯氧化铝项目处于试生产阶段，纯度可达到5N。具体项目进展情况 请您关注公司后续披露的定期报告。 ...

智通财经APP讯，渤海化学(600800.SH)公告，公司募集资金投资建设丙烯酸酯和高吸水性树脂新材料 项目部分项目已具备投产条件，并于2026年2月24日正式投料运行。 ...

格隆汇2月25日丨渤海化学(600800.SH)公布，公司募集资金投资建设丙烯酸酯和高吸水性树脂新材料项 目（以下简称募投项目）部分项目已具备投产条件，并于2026年2月24日正式投料运行。本次投产的丙 烯酸丁酯项目，标志着公司将从丙烯单一产品转型为高分子新材料多产品领域。 ...

格隆汇2月25日丨维远股份(600955.SH)在互动平台表示，公司锂电池电解液溶剂约占同行业份额为6% 左右，目前主要在国内销售，国外客户在开发中。公司25万吨/年电解液溶剂装置已正式投产，2026年 规划产能为25万吨。 ...

渤海化学公告称，公司募集资金投资建设的丙烯酸酯和高吸水性树脂新材料项目部分项目已具备投产条 件，于2026年2月24日正式投料运行。2024年公司将原募投项目剩余68195.79万元募集资金用于该项 目，由全资子公司渤海石化负责实施。本次投产的丙烯酸丁酯项目，标志公司将从丙烯单一产品转型为 高分子新材料多产品领域。不过，募投项目全部建成尚需时间，且受市场变化等因素影响，存在项目效 益不及预期风险。 ...

纯苯苯乙烯日报 | 2026-02-25 原油提升芳烃成本，苯乙烯过节期间库存回建 纯苯与苯乙烯观点 市场要闻与重要数据 纯苯方面：纯苯主力基差-49元/吨（-44）。纯苯港口库存30.40万吨（+0.00万吨）；纯苯CFR中国加工费165美元/吨 （-3美元/吨），纯苯FOB韩国加工费163美元/吨（-3美元/吨），纯苯美韩价差151.3美元/吨（+3.0美元/吨）。华东纯 苯现货-M2价差-135元/吨（-15元/吨）。 纯苯下游方面：己内酰胺生产利润-725元/吨（-145），酚酮生产利润-834元/吨（-118），苯胺生产利润1254元/吨（+19）， 己二酸生产利润-235元/吨（-131）。己内酰胺开工率74.10%（+0.00%），苯酚开工率89.00%（+0.00%），苯胺开工 率89.58%（+0.33%），己二酸开工率69.00%（+0.00%）。 苯乙烯方面：苯乙烯主力基差81元/吨（-80元/吨）；苯乙烯非一体化生产利润478元/吨（+106元/吨），预期逐步压 缩。苯乙烯华东港口库存158100吨（+61900吨），苯乙烯华东商业库存87200吨（+33200吨），处于库存回建阶段。 ...

1. Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. 2. Core View of the Report - The cost support for propylene has increased, and attention should be paid to the restocking rhythm of downstream industries after the holiday. The supply of propylene is expected to increase slightly, but the actual return of major PDH plants under the current profit pressure needs to be monitored. The demand may face pressure due to high propylene prices and compressed profits. The cost side is strongly supported by the rising international oil prices and propane prices. The future trends will be mainly driven by the cost of crude oil and propane, the maintenance of major PDH plants, and the downstream demand and production follow - up under cost pressure [1][3]. 3. Summary According to the Directory 3.1 Propylene Basis Structure - The propylene basis structure includes the closing price of the propylene main contract, the East China basis, the Shandong basis, the 03 - 04 contract spread, the PL03 - 05 contract spread, and the market prices in East China, Shandong, and South China [7][9][16]. 3.2 Propylene Production Profit and Capacity Utilization - It involves the difference between propylene CFR in China and naphtha CFR in Japan, propylene capacity utilization, PDH production gross profit, PDH capacity utilization, MTO production gross profit, methanol - to - olefins capacity utilization, naphtha cracking production gross profit, crude oil refinery capacity utilization, the difference between South Korea FOB and China CFR, and propylene import profit [22][27][30]. 3.3 Propylene Downstream Profit and Capacity Utilization - This part covers the production profit and capacity utilization of PP powder, propylene oxide, n - butanol, octanol, acrylic acid, acrylonitrile, and phenol - acetone [38][39][47]. 3.4 Propylene Inventory - It includes the in - plant inventory of propylene and PP powder [63][64]. 4. Market News and Important Data 4.1 Propylene - The closing price of the propylene main contract is 6344 yuan/ton (+226), the East China spot price is 6550 yuan/ton (+120), the North China spot price is 6525 yuan/ton (+80), the East China basis is 206 yuan/ton (-106), the Shandong basis is 181 yuan/ton (-146), the capacity utilization is 73% (+0%), the difference between propylene CFR in China and naphtha CFR in Japan is 221 US dollars/ton (-10), the difference between propylene CFR and 1.2 propane CFR is 81 US dollars/ton (-3), the import profit is - 383 yuan/ton (+5), and the in - plant inventory is 45170 tons (+1840) [2]. 4.2 Propylene Downstream - The capacity utilization of PP powder is 22% (-3.94%), and the production profit is - 275 yuan/ton (-30); the capacity utilization of propylene oxide is 80% (+8%), and the production profit is - 2 yuan/ton (+140); the capacity utilization of n - butanol is 88% (+2%), and the production profit is 393 yuan/ton (+151); the capacity utilization of octanol is 99% (+4%), and the production profit is - 70 yuan/ton (-58); the capacity utilization of acrylic acid is 86% (+2%), and the production profit is 200 yuan/ton (-35); the capacity utilization of acrylonitrile is 75% (+3%), and the production profit is - 1344 yuan/ton (-92); the capacity utilization of phenol - acetone is 89% (+0%), and the production profit is - 834 yuan/ton (-118) [2]. 5. Strategy - Unilateral: Cautiously go long on hedging at low prices. - Inter - period: None. - Inter - variety: None [4].

1. Report Industry Investment Ratings There is no information provided in the report regarding industry investment ratings. 2. Core Views of the Report - The RMB exchange rate has shown a strong trend, driven by domestic industrial progress, geopolitical stances, policy coordination, and a weakening US dollar. The long - term upward trend of RMB is supported by the continuous improvement of domestic industrial chain autonomy [2]. - Stock indices are expected to be strong, supported by positive liquidity and sentiment, with the spring rally and policy - favorable expectations [5]. - Treasury bonds' upward space should be viewed with caution, with a suggestion to hold a small amount of T2606 mid - line long positions and wait for short - term layout opportunities [6]. - Container shipping futures (European routes) are expected to fluctuate widely in the short term, with the market weighing macro - level positives against the physical market fundamentals [10]. - For non - ferrous metals, different metals have different outlooks. For example, copper is expected to first consolidate and then rise; aluminum, alumina, and cast aluminum alloy are expected to consolidate; zinc is expected to fluctuate strongly; nickel - stainless steel is expected to maintain high - level volatility; tin is expected to maintain high - level consolidation; lead is expected to fluctuate [15][16][17][19][20][21]. - For oilseeds, the market is expected to focus on short - selling and reverse - arbitrage opportunities. Oils are expected to fluctuate widely in the short term [23][25]. - For energy and oil and gas, high - sulfur fuel oil market structure is weak, while low - sulfur marine fuel oil is relatively strong. Asphalt is expected to have small fluctuations [27][28]. - For precious metals, platinum and palladium are expected to have a long - term bullish trend, while gold and silver are strategically bullish, with silver focusing on the opportunity to repair the gold - silver ratio [31][34]. - For chemicals, pulp futures can try a small - amount low - buying strategy, and offset - printing paper futures can maintain range trading. Pure benzene and styrene should focus on geopolitical trends, and LPG is mainly affected by geopolitics. Methanol should be temporarily observed, and plastics and PP are supported by cost. Rubber is expected to maintain a strong trend, and urea can be bought at low levels. Glass and soda ash's supply expectations may change [35][36][38][40][41][44][50][54][56][60]. - For black commodities, rebar and hot - rolled coils are expected to fluctuate weakly; iron ore is expected to stop falling and stabilize; coking coal and coke have different trends, and ferrosilicon and ferromanganese are expected to fluctuate weakly [64][67][70][71]. - For agricultural and soft commodities, the pig market has weak post - holiday demand; cotton is expected to be strong, but the upward space is restricted; sugar has limited upward space; eggs are expected to be stable in the short term and rise in the medium term; apples are pressured by weak demand; red dates are expected to face pressure and maintain low - level fluctuations; logs can be mainly observed [72][75][76][77][87][88][90]. 3. Summary by Relevant Catalogs Financial Futures - **Market Information**: Includes news such as US tariff adjustments, gold margin and price - limit adjustments, Spring Festival tourism data, AI - related policies, the Iran situation, and Fed officials' statements [1]. - **RMB Exchange Rate**: The RMB has appreciated, driven by domestic industrial and geopolitical factors, as well as a weakening US dollar. Export enterprises are advised to lock in forward exchange settlement at around 6.95, and import enterprises can adopt a rolling foreign exchange purchase strategy at around 6.88 [2][4]. - **Stock Indices**: The stock indices opened higher after the Spring Festival, with small - and medium - cap indices performing relatively strongly. They are expected to be strong due to positive liquidity and sentiment [5]. - **Treasury Bonds**: Treasury bonds rose on Tuesday, but the upward space should be viewed with caution. T2606 mid - line long positions can be held in small amounts, and short - term chasing of highs should be avoided [6]. - **Container Shipping (European Routes)**: The futures market showed a pattern of rising and then falling on the first trading day after the holiday. It is expected to fluctuate widely in the short term, with multiple positive factors and some negative factors [8][9][10]. Non - Ferrous Metals - **Copper**: The price of copper rose slightly after the holiday. It is expected to first consolidate and then rise, and a horizontal arbitrage strategy can be considered [13][15]. - **Aluminum Industry Chain**: Aluminum, alumina, and cast aluminum alloy are expected to consolidate. Aluminum should pay attention to post - holiday demand and the Iran situation; alumina is bearish in the long term; cast aluminum alloy has strong follow - up to aluminum [16][17]. - **Zinc**: Zinc prices followed the external market to make up for the increase. It is expected to fluctuate strongly in the short term, but beware of the negative feedback of tariff news on the market [17]. - **Nickel - Stainless Steel**: Nickel and stainless steel rose on the first trading day after the holiday. They are expected to maintain high - level volatility, and attention should be paid to the resumption of work in the downstream and US tariff disturbances [17][19]. - **Tin**: Tin prices recovered their decline and are expected to maintain high - level consolidation, paying attention to the approval progress in Indonesia and the actual resumption of production in Myanmar [20]. - **Lead**: Lead prices had a large divergence after the opening, and it is recommended to wait and see. It is expected to fluctuate [20][21]. Oils and Feeds - **Oilseeds**: The US tariff policy may affect China's soybean procurement. The supply pressure is expected to return in the second quarter. The domestic soybean meal market is short - term long and medium - term bearish, and attention should be paid to short - selling and reverse - arbitrage opportunities [22][23]. - **Oils**: Oils are expected to fluctuate widely in the short term. Palm oil is in the production - reduction season, but exports are declining; soybean oil has cost support; rapeseed oil supply is expected to be loose [24][25]. Energy and Oil and Gas - **Fuel Oil**: The Asian high - sulfur fuel oil market structure is weak, while the low - sulfur marine fuel oil is relatively strong due to rigid buying support [27]. - **Asphalt**: Asphalt prices fluctuated slightly. The spot market is affected by the rise in crude oil prices during the holiday, but the actual transaction is not satisfactory. It may face a decline if the demand fails to meet expectations after the holiday [28]. Precious Metals - **Platinum and Palladium**: Platinum and palladium are expected to be bullish in the long term, supported by factors such as tariff policies and the Iran situation. Attention should be paid to relevant investigations and new tariff measures [30][31]. - **Gold and Silver**: Gold and silver prices adjusted downward. They are strategically bullish, and silver should focus on the opportunity to repair the gold - silver ratio. Attention should be paid to tariff policies and Fed meetings [33][34]. Chemicals - **Pulp - Offset Printing Paper**: Pulp futures are expected to continue to rise, and a small - amount low - buying strategy can be considered. Offset - printing paper futures are expected to fluctuate, and range trading can be maintained [35][36]. - **Pure Benzene - Styrene**: Pure benzene and styrene prices rose after the holiday. Attention should be paid to geopolitical trends, and a long - position strategy can be considered after a pullback [37][38]. - **LPG**: LPG is mainly affected by geopolitics, especially the Iran - US negotiation. The domestic supply and demand situation has little change [39][40]. - **Methanol**: Methanol prices rose, mainly due to concerns about the Iran - US conflict and a significant reduction in imports. It is recommended to wait and see [41]. - **Plastics and PP**: Plastic and PP prices rose following the oil price. They are supported by cost and macro - factors. Attention should be paid to mid - stream inventory accumulation and downstream demand release [42][44]. - **Rubber**: Rubber prices are expected to maintain a strong trend. Natural rubber is in the low - production season, and synthetic rubber has cost support. Attention should be paid to post - holiday demand and inventory digestion [45][50][51]. - **Urea**: Urea prices rose, driven by the high price of the latest Indian urea import tender. It is recommended to buy at low levels [53][54]. - **Glass and Soda Ash**: Soda ash is expected to have a complex supply - demand situation, with potential weakening of demand and possible production reduction. Glass is in a supply - demand weak situation, and high inventory is a risk [55][56][57][60]. - **Propylene**: Propylene prices are supported by cost and supply - demand factors. Attention should be paid to the Iran - US negotiation and the supply - demand situation [62]. Black Commodities - **Rebar and Hot - Rolled Coils**: Rebar and hot - rolled coils are expected to fluctuate weakly, with high supply pressure and slow - starting demand [64]. - **Iron Ore**: Iron ore is expected to stop falling and stabilize. The supply improvement needs to be observed, and the demand is expected to increase with the resumption of work in steel mills [65][67]. - **Coking Coal and Coke**: Coking coal is relatively weak, while coke has a first - round price increase. Attention should be paid to the resumption of work in mines and steel mills [68][70]. - **Ferrosilicon and Ferromanganese**: Ferrosilicon and ferromanganese are expected to fluctuate weakly, affected by the high inventory of downstream steel products [71]. Agricultural and Soft Commodities - **Pigs**: The post - holiday pig market has weak demand, and a selling - call - option strategy can be considered [72][73]. - **Cotton**: Cotton prices are strong, but the upward space is restricted by the high domestic - foreign cotton price difference. A long - position strategy can be considered after a pullback [74][75]. - **Sugar**: The international raw sugar is under pressure, and the upward space of sugar prices is limited [76]. - **Eggs**: Eggs are expected to be stable in the short term and rise in the medium term, affected by high inventory and weak consumption in the short term [77]. - **Apples**: Apple prices are pressured by weak post - holiday demand, but the decline space is limited due to delivery contradictions [87]. - **Red Dates**: Red dates are expected to face pressure and maintain low - level fluctuations, with attention paid to post - holiday demand [88]. - **Logs**: Logs can be mainly observed, with a relatively neutral valuation. A small - amount low - buying strategy and a small - amount 03 - 05 reverse - arbitrage strategy can be considered [89][90].

天眼查显示，近日，深圳市华妆共创科技有限公司成立，法定代表人为丁文锋，注册资本1000万人民 币，由深圳市维琪科技股份有限公司全资持股。 序号股东名称持股比例1深圳市维琪科技股份有限公司100% 经营范围含一般经营项目是：生物化工产品技术研发；生物基材料技术研发；技术服务、技术开发、技 术咨询、技术交流、技术转让、技术推广；日用化学产品制造；化工产品生产（不含许可类化工产 品）；专用化学产品制造（不含危险化学品）；基础化学原料制造（不含危险化学品等许可类化学品的 制造）；日用化学产品销售；化工产品销售（不含许可类化工产品）；专用化学产品销售（不含危险化 学品）；互联网销售（除销售需要许可的商品）；化妆品批发；化妆品零售。（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动），许可经营项目是：化妆品生产。（依法须经批准的项目，经 相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准） 来源：市场资讯 企业名称深圳市华妆共创科技有限公司法定代表人丁文锋注册资本1000万人民币国标行业制造业>化学 原料和化学制品制造业>基础化学原料制造地址深圳市南山区桃源街道长源社区学苑大道1001号 ...