Group 1 - The company is named Nantong Taihe Chemical Co., Ltd., established as a joint-stock company in accordance with the Company Law of the People's Republic of China [2][3] - The company was approved for registration by the China Securities Regulatory Commission on January 8, 2025, and plans to issue 45 million shares of common stock to the public [3][4] - The registered capital of the company is 450 million RMB [3] Group 2 - The company's business scope includes the production of pesticides, specific organic chemicals, and hazardous chemicals, among others [4][5] - The company aims to enhance economic cooperation and technological exchange, improve productivity, and increase product quality to strengthen its competitiveness in the international market [4] Group 3 - The company has a permanent existence as a joint-stock company and is subject to the provisions of the Company Law [3] - The general manager serves as the legal representative of the company, and the company is responsible for civil liabilities arising from the actions of the legal representative [3][4] Group 4 - The company has established a Communist Party organization to conduct activities in accordance with the Party's regulations [4] - The company’s shares are issued in the form of stocks, with each share having a face value of 1 RMB [6][7] Group 5 - The company has a total of 45 million shares issued, all of which are common shares [8][9] - The company cannot provide financial assistance for others to acquire its shares, except for employee stock ownership plans [8][9] Group 6 - The company can increase its registered capital through various methods, including issuing new shares, but shareholders do not have preemptive rights unless specified [9][10] - The company may reduce its registered capital following legal procedures and shareholder resolutions [10][11] Group 7 - The company’s shareholders have rights to dividends, voting, and other benefits according to their shareholdings [14][15] - Shareholders can request to convene meetings, supervise company operations, and access company documents [14][15] Group 8 - The company’s board of directors is responsible for managing the company, and shareholders can propose agenda items for meetings [22][23] - The company must disclose significant events and maintain transparency in its operations [22][23]

南通泰禾化工股份有限公司 总经理工作细则 第一章 总则 第一条 根据建立现代企业制度的要求，为促进南通泰禾化工股份有限公司 （以下简称"公司"）经营管理的制度化、规范化、科学化，明确总经理的职权、 职责，规范总经理的行为，保障总经理行使职权、履行职责并承担义务和责任， 依据《中华人民共和国公司法》 （以下简称"《公司法》"）和《南通泰禾化工股份 有限公司章程》 （以下简称"《公司章程》"）、 《深圳证券交易所创业板股票上市规 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运 则》、 作》等规定，结合本公司的具体情况，特制定本工作细则。 （五）个人所负数额较大的债务到期未清偿被人民法院列为失信被执行人； 第二条 公司依法设置总经理，是董事会领导下的公司行政负责人，负责组 织实施董事会决议，主持公司日常经营和管理工作，并对董事会负责。 第三条 总经理应当遵守法律、法规及规范性文件和《公司章程》的有关规 定，履行诚信和勤勉义务。 第二章 聘任与解聘 第四条 公司设总经理一名，由董事会聘任或解聘，对董事会负责并汇报工 作。 第五条 公司可以设副总经理若干名，由总经理提名，由董事会聘任或解聘。 副 ...

企查查APP显示，近日，山东龙立化学有限公司成立，注册资本7000万元，经营范围包含：合成材料制 造（不含危险化学品）；化工产品生产（不含许可类化工产品）；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）等。企查查股权穿透显示，该公司由赛恩斯（688480）全资持股。 （原标题：赛恩斯新设化学公司，注册资本7000万） ...

甲醇聚烯烃早报 研究中心能化团队 2025/08/12 甲 醇 日期 动力煤期 货 江苏现货 华南现货 鲁南折盘 面 西南折盘面 河北折盘 面 西北折盘 面 CFR中国 CFR东南 亚 进口利润 主力基差 盘面MTO 利润 2025/08/0 5 801 2378 2373 2538 2535 2510 2695 271 333 44 -15 -1237 2025/08/0 6 801 2395 2390 2558 2535 2535 2710 272 333 44 -12 -1237 2025/08/0 7 801 2387 2385 2555 2535 2535 2710 272 333 37 -10 -1237 2025/08/0 8 801 2383 2378 2545 2535 2535 2690 270 333 52 -12 -1237 2025/08/1 1 801 2374 2375 2550 2550 2535 2703 270 333 52 -10 -1237 日度变化 0 -9 -3 5 15 0 13 0 0 0 2 0 观点 本周跟随煤炭波动，甲醇自身基本面变化不大，仍在累库途中，进 ...

1. Report Industry Investment Rating No information provided in the report about the industry investment rating. 2. Core View of the Report - The domestic methanol market shows significant regional differences in expectations. The inland market is expected to be in a tight supply - demand balance, with recent restarts of previously shut - down plants increasing supply, but low inventory levels and external procurement needs from CTO enterprises in the northwest supporting the market. It is expected to fluctuate strongly this week. The port market has obvious supply - demand contradictions, with concentrated shipments from Iran and shutdown of large olefin plants at ports, leading to expected continuous inventory accumulation. The short - term futures market has some support but limited upward momentum. Overall, the methanol price is expected to fluctuate this week, with MA2509 expected to trade between 2360 - 2420 yuan/ton [5]. 3. Summary by Relevant Catalogs 3.1 Daily Tips - **Fundamentals**: Inland supply increases due to restart of plants, but low inventory and external procurement needs maintain a tight balance. The port is expected to see continuous inventory accumulation. The market is affected by traditional demand off - season and cost transmission difficulties. The futures market has support from policy - related speculation on coking coal and coke, but limited upward movement [5]. - **Basis**: The spot price of methanol in Jiangsu is 2410 yuan/ton, with a basis of 21 for the 09 contract, indicating that the spot price is higher than the futures price [5]. - **Inventory**: As of August 7, 2025, the total social inventory of methanol in East and South China ports is 80.33 tons, a cumulative increase of 15.30 tons from the previous period. The overall available methanol supply in coastal areas has increased by 13.20 tons to 49.83 tons [5]. - **Market**: The 20 - day moving average is flat, and the price is below the moving average [5]. - **Main Position**: The main position is net short, with a reduction in short positions [5]. - **Expectation**: The methanol price is expected to fluctuate this week, with MA2509 trading between 2360 - 2420 yuan/ton [5]. 3.2 Long - Short Concerns - **Positive Factors**: Some plants are shut down (e.g., Yulin Kaiyue, Xinjiang Xinya); methanol production in Iran has decreased; port inventory is at a low level; a 600,000 - ton/year acetic acid plant in Jingmen has started production, and a 600,000 - ton/year acetic acid plant in Xinjiang Zhonghe Hezhong is planned to be put into operation this month; CTO plants in the northwest are purchasing methanol externally [6]. - **Negative Factors**: Previously shut - down plants have restarted (e.g., Inner Mongolia Donghua); there are expected to be concentrated arrivals at ports in the second half of the month; formaldehyde is in the traditional off - season; MTBE production has declined significantly; coal - based methanol has profit margins and is actively selling; some plants in production areas have accumulated inventory due to poor sales [7]. 3.3 Fundamental Data - **Price**: The spot price of methanol in different regions has shown different trends. For example, the price in Jiangsu has a weekly change of 0.04%, while the price in Shandong has remained unchanged. The futures closing price has increased by 6 yuan/ton compared to the previous value, and the registered warehouse receipts have increased by 1400 to 10088 [8][9]. - **Spread Structure**: The basis, import spread, and regional spreads have all changed. For example, the basis has decreased by 12 yuan/ton, and the import spread has increased by 3 yuan/ton [8]. - **Operating Rate**: The national weighted average operating rate is 74.90%, a decrease of 3.81% from the previous period. The operating rates in different regions such as Shandong, Southwest, and Northwest have also decreased [8]. - **Inventory**: The inventory in East China ports has increased by 8.60 tons to 51.08 tons, and the inventory in South China ports has increased by 6.70 tons to 29.25 tons [8]. 3.4 Maintenance Status - **Domestic Plants**: Many domestic methanol plants are in maintenance, including those in the Northwest, North China, East China, Southwest, and Northeast regions. The maintenance periods and losses vary by plant [56]. - **Overseas Plants**: Some overseas methanol plants, especially those in Iran, are in the process of restarting or have uncertain operating conditions. Some plants in other countries are operating normally, while some are in maintenance or have low operating rates [57]. - **Olefin Plants**: Some olefin plants are in maintenance, while others are operating stably or have plans for future maintenance or production increases [58].

作为显示产业链的关键材料，光学级MS树脂可有效替代部分PC材料，在超薄化、轻量化趋势下展现出 显著竞争优势。万华化学的光学级MS树脂项目已形成完整的产业配套体系。在原料供应方面，MS树脂 的主要原料甲基丙烯酸甲酯和苯乙烯均来自万华自有产能。甲基丙烯酸甲酯由公司甲基丙烯酸甲酯一体 化项目供应，苯乙烯来自聚氨酯产业链一体化乙烯项目，确保稳定供给。 中化新网讯 8月8日，万华化学（600309）宣布其自主研发的溶液聚合工艺的5万吨/年光学级MS(苯乙 烯-甲基丙烯酸甲酯共聚物)树脂项目一次开车成功并产出合格品。这不仅填补了国产高端光学级MS树 脂规模化生产的空白，更将显著提升国产化率。 ...

Core Viewpoint - The successful commissioning of Sinopec Zhenhai Refining & Chemical's 400,000 tons/year acrylonitrile plant, utilizing proprietary technology from Shanghai Petrochemical Research Institute, marks a significant advancement in the large-scale production of acrylonitrile, establishing it as the largest single-series plant globally [1] Group 1: Technology and Production - The acrylonitrile plant operates smoothly and continuously produces qualified acrylonitrile products, meeting all technical specifications [1] - Shanghai Petrochemical Research Institute has developed the S-ANT acrylonitrile technology with independent intellectual property rights, which has been industrialized and applied to multiple large-scale acrylonitrile plants in China, yielding significant economic and social benefits [1] - The new generation of 400,000 tons/year acrylonitrile technology package enhances the scale efficiency of the plant and features a high-efficiency acrylonitrile catalyst that offers high yield, stability, and good pressure resistance, thereby reducing design energy consumption and improving environmental standards [1]

Group 1 - The main structure of the China Chemical New Materials Innovation Platform base in Tianjin has been completed, marking a significant milestone for the project which focuses on new energy and new materials [1] - The project covers an area of 183,000 square meters with a total investment of 1 billion yuan, of which approximately 600 million yuan is allocated for the first phase [1] - This base is the first physical project invested by China Chemical Engineering Group's subsidiary, aiming to enhance the company's technological innovation and drive towards a smarter growth model [1] Group 2 - The base is equipped with various advanced catalyst technologies and pilot testing facilities, including ultra-high molecular weight polyethylene catalysts and advanced separation pilot devices [2] - The project introduces innovative cooperation models such as "T+EPC" and "T+Industry," establishing a comprehensive transformation system from concept validation to catalyst industrialization [2] - The base is actively promoting the construction of an open, modular, flexible, and multifunctional pilot testing platform to provide low-cost and efficient technological validation and industrial support for the industry [2]

聚赛龙12日在互动平台上回复投资者提问时表示，关于改性PEEK复合材料的研究已取得部分成果，具 有一定的技术储备，并取得了相关专利，现阶段暂无相关产品批量生产和销售。 ...

Core Viewpoint - The project aims to establish a green methanol integrated production facility with an annual capacity of 20,000 tons, highlighting a significant investment in sustainable chemical production [1] Group 1: Project Overview - The project is located in Rizhao City, Juxian, within the Rizhao Haiyou Chemical Industry Park [1] - The total investment for the project is 315 million yuan, excluding land costs [1] - The project will cover an area of approximately 52.13 acres [1] Group 2: Production Details - The facility will include a 20,000 tons/year green methanol integrated production unit, two pilot workshops, and one pilot production line for 5-hydroxymethylfurfural (HMF) [1] - The green methanol production unit will utilize biomass gasification and synthesis gas purification, along with green hydrogen production from renewable electricity [1] - The annual electricity consumption for the green methanol production is estimated to be around 10 million kilowatt-hours, with a biomass input of approximately 30,000 tons [1] Group 3: Pilot Testing Facilities - The two pilot workshops will be used for testing new electrolytic cells, bio-based and biodegradable new materials, high-energy special materials, and intermediates for petrochemicals and pharmaceuticals [1] - The HMF pilot production line is expected to produce 500 tons of pilot products annually [1]