昆明海关介绍，未来将持续加强政策宣传解读，指导企业用好"中国海关优惠原产地服务平台"协定税率 及原产地规则查询、原产地政策法规查询、享惠提醒及评估等服务功能，助力更多企业充分把握机遇、 用好政策优惠，不断拓展市场。(韩成圆 黄议娴) 勐腊海关数据显示，2024年12月1日至2025年5月31日，经磨憨口岸(含磨憨铁路口岸)进口的老挝商品总 值达81.19亿元，特惠项下累计为38家进口企业减让税款1.32亿元。勐腊海关副关长周保华告诉记者，随 着政策全面深入实施，享惠的企业和商品种类持续增加，今年磨憨口岸新增了老挝特色商品享惠进口， 中老经贸合作正迎来更为广阔的发展空间。 在不少从事老挝贸易的市场主体看来，"零关税"政策显著降低了最不发达国家产品进入中国市场的成本 门槛，有力促进了中老产业链的优势互补与深度融合，政策的实惠可感可及。云南农垦云橡投资有限公 司负责人李宏达介绍，其所在企业一年要从老挝进口5.5万吨至6万吨橡胶，用于加工轮胎等产品。政策 不仅让老挝的种植户、生产商得到实惠，也让这类中国企业拓宽了优质原料来源，提升了企业产品的竞 争力。 2024年12月1日，中国对包括老挝、缅甸在内的最不发达国家实施 ...

jis 永安合成橡胶早报 研究中心能化团队 2025/7/7 | | | 指标 | 6/4 | 6/27 | 7/2 | 7/3 | 7/4 | 日度变化 | 周度变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 主力合约收盘价 | 11095 | 11275 | 11260 | 11185 | 11275 | 90 | 0 | | | | 主力合约持仓量 | 27683 | 33472 | 27889 | 28760 | 27024 | -1736 | -6448 | | | : 11 | 主力合约成交量 | 129848 | 96846 | 89875 | 105416 | 87186 | -18230 | -9660 | | | | 仓单数量 | 11900 | 7700 | 7700 | 7700 | 7700 | 0 | 0 | | | | 虚实比 | 11.63 | 21.74 | 18.11 | 18.68 | 17.55 | -1 | -4 | | | | 顺丁基差 | 305 | 275 | 24 ...

Group 1: Company Performance - In the first five months, 延长橡胶 added 11 new customers in the Middle East and Africa, with overseas tire sales increasing by 14% year-on-year [1] - 延长橡胶 expanded its overseas market presence, establishing an ASEAN office in April and planning to set up an office in Africa [1] - 延长橡胶 sold 201.85 million tires in the first five months, having developed 54 new overseas market customers [2] Group 2: Production and Capacity - 延长橡胶's production capacity was enhanced, achieving a daily output of over 20,000 tires after process optimization [1] - 吴起采油厂 produced 123.5 million tons of crude oil in the first half of the year, successfully completing its production tasks [3] - 陕西水电's total installed capacity of clean energy projects exceeded 7.8 million kilowatts, with an increase of 1.26 million kilowatts in the first half of the year [3][4] Group 3: Technological Advancements - 寰宇卫星 completed the construction of its international aerospace measurement and control network, which includes three stations and 23 sets of measurement and control equipment [4] - 寰宇卫星 has provided services for over 300 Chinese satellites, maintaining a success rate of over 99% in satellite control services [4] Group 4: Market Trends - 陕直股份 has expanded its business from maintenance to include modification, manufacturing, and design, achieving a 150% year-on-year increase in helicopter sales [5] - The company holds over 70% market share in domestic sales of similar helicopter models, marking its best historical performance [5]

国泰君安期货·能源化工 合成橡胶周度报告 国泰君安期货研究所 杨鈜汉 投资咨询从业资格号：Z0021541 日期：2025年07月06日 Guotai Junan Futures all rights reserved, please do not reprint 综述：震荡承压 01 资料来源：国泰君安期货研究。隆众资讯 行情研判：震荡承压 Special report on Guotai Junan Futures 3 ➢ 期货端静态估值：目前顺丁橡胶期货基本面静态估值区间为10700-11700元/吨，动态估值区间由于丁二烯成交偏弱，动态估值预计震荡下行。上方 估值而言，盘面11700-11800元/吨或为基本面上方估值高位。当主力BR2507合约升水山东地区市场价100元/吨左右（单月持仓成本90元/吨附 近），盘面产生持现货抛盘面的无风险套利空间，套保头寸将逐渐使盘面上方空间压力增大。下方估值而言，丁二烯预计从成本端对顺丁价格形成支 撑 。 预计盘面 11200 元 / 吨 为 下 方 的 理 论 估 值 底 部 区 间 。 顺 丁 的 理 论 完 全 成 本 估 算 主 要 基 于 丁 二 烯 价 ...

国泰君安期货·能源化工 天然橡胶周度报告 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7月6日 Guotai Junan Futures all rights reserved, please do not reprint CONTENTS 行业资讯 01 行情走势 02 基本面数据 03 操作建议 04 行业资讯 期货价格 基差与月差 其他价差 替代品价格 资金动向 供给 需求 库存 操作建议 Special report on Guotai Junan Futures 2 行业资讯 1 2.【6月我国重卡销量全面上涨】根据第一商用车网初步掌握的数据，2025年6月份，我国重卡市场共计销售9.2万辆左右（批发口径，包含出口和新能源），环比 今年5月小幅上涨4%，比上年同期的7.14万辆上涨约29%。累计来看，今年1-6月，我国重卡市场累计销量约为53.33万辆，同比增长约6%。 3.【越南前5个月天胶、混合胶合计出口量同比降2.7%】据QinRex最新数据显示，2025年前5个月，越南出口天然橡胶合计20.5万吨，较去年的25万吨同比下 降18%。其中，标胶出口11.8 ...

作为宁波舟山港核心承载区、长三角南翼重要的先进制造业基地和对外开放门户，宁波北仑经济总量 大、外向度高、经营主体活跃。"大力优化营商环境、护航一流强港建设是政治监督具体化精准化常态 化的重要实践。"北仑区委常委、区纪委书记、区监委主任王恩胜表示，该区纪检监察部门从项目筹建 开始跟进，以"全链条"监督体系，全力推动区域营商环境优化提升。 近日，在浙江宁波北仑区临港新材料产业园内，挖掘机、吊车、推土车协同作业，全速推进中哲集团高 端合成橡胶项目建设。该项目从签订投资协议到开工建设，比原计划提前了半年，基本实现了"拿地即 开工"。 近年来，北仑区营商环境持续提升，实实在在的发展成效正在显现：全区已连续7年规上工业增加值位 居浙江全省第一，区域经济展现出强劲韧性与活力，在浙江省营商环境监测中位居第一梯队。 "政府的主动服务和高效审批，让项目筹建能够提前落地。"中哲集团政务事务相关负责人陈华锋说。此 前，该项目预征地块中的部分土地报批面临流程多、耗时长等难题。了解到这一情况后，宁波北仑区纪 委监委紧盯项目开工建设关键节点和问题堵点，通过实地走访、摸清实情、联合会商，推动职能部门主 动作为，协助企业全流程报批，审批效率较 ...

Group 1 - Shenzhen Wole Material Co., Ltd. and Shenzhen Wole Shrink Co., Ltd. applied for a patent for an "easy-peel heat shrink tube" with publication number CN120248487A, filed on December 2023 [1] - The patent describes a heat shrink tube made from ethylene-acrylate copolymer, which reduces molecular entanglement and cohesion strength, enhancing its peelability [1] - The easy-peel heat shrink tube can shrink over 35% at 200°C, achieving a molecular chain orientation of 30%-85%, allowing for tearable performance at room temperature [1] Group 2 - Shenzhen Wole Material Co., Ltd. was established in 1998, primarily engaged in the manufacturing of chemical raw materials and products, with a registered capital of approximately 1.26 billion RMB [2] - The company has invested in 31 enterprises, participated in 2,195 bidding projects, and holds 1,370 patents along with 526 trademark registrations [2] - Shenzhen Wole Shrink Co., Ltd. was founded in 2018, focusing on rubber and plastic products, with a registered capital of 100 million RMB [2] - This subsidiary has invested in 1 enterprise, participated in 5 bidding projects, and holds 64 patents [2]

"前天公司申报出口的全钢客货子午线轮胎货船从青岛离境，前往厄瓜多尔。"7月3日，风神轮胎股份有 限公司外贸经理王艳敏告诉记者。 7月1日，中国与厄瓜多尔海关"经认证的经营者"（AEO）互认安排正式实施，这批货物刚好享受到了 AEO便利政策，交付周期在原有基础上再次缩短。郑州海关稽查处负责人介绍，这也是我省首票享受 中国—厄瓜多尔海关AEO互认便利措施的货物。 AEO即"经认证的经营者"，由世界海关组织倡导，旨在对信用状况良好、守法程度高和安全水平有保障 的企业给予优惠便利。7月1日，厄瓜多尔成为继智利、巴西、乌拉圭、哥斯达黎加之后第五个与中国实 施AEO互认的拉美国家。目前，与中国实施AEO互认的国家（地区）达到50个。 责任编辑： 杨露露 除了降本增效，AEO互认还能为企业带来更深层次的优势。"当前国际经贸局势仍面临较大的不确定 性，外贸企业需要积极开拓多元市场以分担风险。而作为企业开拓国际市场的'竞争力背书'，AEO意味 着企业拥有可靠的供应链和较强的合规性，能够在一定程度上帮助外贸企业打开新市场的大门。"郑州 海关有关负责人说。 今年前5个月，河南共有403家企业与厄瓜多尔开展贸易，进出口总值5.6亿元 ...

Meeting Details - The shareholders' meeting was held on July 4, 2025, at the company's conference room located at 777 Jinlong Road, Zhaoyuan City, Shandong Province [1] - The meeting was convened by the board of directors and chaired by Mr. Wang Feng, the chairman [1] - The voting method combined on-site and online voting, complying with the Company Law and the company's articles of association [1] Attendance and Voting - The meeting included ordinary shareholders and preferred shareholders with restored voting rights, with details on their shareholding proportions not specified [1] - The attendance of directors and the board secretary was confirmed, with some directors participating via Tencent Meeting [1] Legal Compliance - The meeting was witnessed by lawyers from Beijing Zhonglun (Qingdao) Law Firm, who confirmed that the convening and conducting of the meeting complied with relevant laws and regulations [2] - The lawyers provided a legal opinion stating that the qualifications of attendees and the procedures followed were legitimate and valid [2]

Group 1 - The legal opinion letter is issued by Zhonglun Law Firm regarding the second extraordinary general meeting of Shandong Linglong Tire Co., Ltd. scheduled for July 4, 2025 [1][2] - The law firm confirms that it has reviewed the necessary documents and materials for the meeting and that the company has provided accurate and complete information [2][3] - The opinion letter states that it does not comment on the content of the proposals discussed at the meeting, only on the legality of the meeting's procedures and qualifications of participants [2][3] Group 2 - The meeting was announced 15 days in advance, and the notice included details about voting methods, meeting time, and location [4][5] - The meeting was held at the company's conference room, and both on-site and online voting were conducted [5][6] - A total of 666 shareholders participated in the voting, representing 824,224,665 shares, which is 56.3186% of the total voting rights [7][8] Group 3 - The meeting's voting process was conducted through a named voting method, and the results were verified by representatives and lawyers present [10][11] - The proposals were approved with significant support, including the election of several non-independent and independent directors [11][12][13][14] - The voting results were confirmed to be legal and valid, with no objections raised by the participants [15]