天眼查资料显示，龙岩卓越新能源股份有限公司，成立于2001年，位于龙岩市，是一家以从事化学原料 和化学制品制造业为主的企业。企业注册资本12000万人民币。通过天眼查大数据分析，龙岩卓越新能 源股份有限公司共对外投资了8家企业，参与招投标项目39次，财产线索方面有商标信息8条，专利信息 172条，此外企业还拥有行政许可43个。 来源：金融界 金融界2025年8月12日消息，国家知识产权局信息显示，龙岩卓越新能源股份有限公司取得一项名为"生 物柴油蒸馏生产安全装置"的专利，授权公告号CN117244272B，申请日期为2023年10月。 ...

据不完全统计，A股市场参与光引发剂生产的上市公司主要有7家，其中久日新材、强力新材、扬帆新 材为国内龙头，此外，新瀚新材、飞凯材料、康达新材、湖北宜化也有相关产品。从光引发剂国内产能 来看，2024年，久日新材产能约为2.3万吨、强力新材约为1.7万吨、沃凯珑约为1.3万吨、IGM约为1.2万 吨、扬帆新材约为0.8万吨、固润科技约为0.5万吨。 据数据宝，今年以来，光引发剂价格持续走高。据百川盈孚数据，8月11日，光引发剂（TPO）价格再 度上调，最新报价至95元/公斤，价格上调5.56%。8月以来，光引发剂累计涨幅近15%，今年以来累计 上涨26.67%。 根据中国感光学会辐射固化专业委员会数据，2024年我国光引发剂产量为5.9万吨，同比增长5.4%。根 据上市公司2024年年报数据，2024年久日新材、强力新材、扬帆新材光引发剂产量分别为1.99万吨、 0.73万吨、0.40万吨，占行业总产量的52.73%。 ...

Group 1 - The article discusses two major nylon projects recently announced in China, highlighting their significance in the nylon industry [2][3] - Tianyue (Tianmen) New Material Technology Co., Ltd. has received approval for a 300,000 tons/year nylon 6 polymerization project, with a total investment and construction timeline detailed [2] - Pingmei Shenma (Ningdong) Nylon Chemical Co., Ltd. is set to develop a 450,000 tons/year caprolactam integrated project, with significant environmental investment and infrastructure planned [3] Group 2 - The Tianyue project is located in Hubei Province, covering an area of 150 acres, and aims to produce 300,000 tons of nylon 6 slices annually [2] - The Pingmei Shenma project, located in Ningxia, has a total investment of approximately 884.83 million yuan, with 103.66 million yuan allocated for environmental protection [3] - The projects are part of a broader trend in the polymer industry, with various forums and events planned to discuss innovations and applications in new materials [5][6][8]

近期保立佳(301037)发布2025年中报，证券之星财报模型分析如下： 经营概况 保立佳(301037)发布的2025年中报显示，公司营业总收入为9.26亿元，同比下降17.23%；归母净利润为 858.64万元，同比上升136.26%；扣非净利润为-218.42万元，同比上升91.13%。第二季度单季营业总收 入为5.01亿元，同比下降21.15%；归母净利润为1893.37万元，同比上升459.56%；扣非净利润为866.31 万元，同比上升235.36%。 现金流与债务状况 货币资金：2.47亿元，同比下降6.03%。应收账款：5.62亿元，同比下降18.58%。有息负债：12.87亿 元，同比增长0.71%。流动比率：0.8，表明短期偿债能力有所下降。 主营业务收入构成 主要财务指标 毛利率：12.84%，同比增长15.3%。净利率：0.94%，同比增长144.61%。三费占营收比：11.63%，同比 增长11.19%。每股净资产：4.58元，同比下降17.59%。每股经营性现金流：0.46元，同比增长135.2%。 每股收益：0.06元，同比增长135.29%。 建筑乳液：5.08亿元，占主营收入 ...

Group 1 - Hebei Fubon Biotechnology Co., Ltd. has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Xie Yabo [1] - The business scope includes industrial design services, manufacturing of basic chemical raw materials (excluding hazardous chemicals), manufacturing and sales of specialized chemical products (excluding hazardous chemicals) [1]

潍坊亚星化学股份有限公司 股东会议事规则 （2025 年 8 月） 第一章 总则 第一条 为保证潍坊亚星化学股份有限公司（以下简称公司）股东会的正常秩序和 议事效率，提高公司的治理水平及工作效率，维护股东的合法权益，根据《中华人民共 和国公司法》（以下简称《公司法》）《中华人民共和国证券法》（以下简称《证券法》） 《上市公司股东会规则》（以下简称《股东会规则》）等其它有关法律、法规、规范性 文件和《潍坊亚星化学股份有限公司章程》（以下简称《公司章程》）之规定，制订本 规则。 第二条 公司股东会由全体股东组成，是公司的最高权力机构。 《公司章程》第四十条规定的股东会职权不得通过授权的形式由董事会或者其他机 构和个人代为行使。 第三条 股东会分为年度股东会和临时股东会。年度股东会每年召开一次,于上一 会计年度结束后的六个月内举行。临时股东会不定期召开,出现《公司章程》第四十三 条规定的应当召开临时股东会的情形时,临时股东会在二个月内召开。 公司在上述期限内不能召开股东会的，应当报告中国证券监督管理委员会山东监管 局和上海证券交易所，说明原因并公告。 第四条 公司召开股东会,应当聘请律师对以下问题出具法律意见并公告 ...

Report Information - Report Title: Soda Ash and Glass Weekly Report - August 11, 2025 [1] - Author: Shen Wen [2] - Contact Information: shenwen_qh@ccnew.com, 0371 - 58620081 [2] 1. Report Core Views 1.1 Soda Ash - Supply: The plant operating rate was 85.41% (up 5.15% week - on - week), with the ammonia - soda method at 89.20% (up 2.80% week - on - week) and the combined soda method at 73.92% (up 6.06% week - on - week). The weekly output was 74.47 tons (up 4.49 tons week - on - week), with light soda ash output at 32.12 tons (up 2.01 tons) and heavy soda ash output at 42.35 tons (up 2.48 tons) [5]. - Demand: The apparent demand for soda ash was 67.54 tons (down 9.32 tons), with light soda ash at 29.66 tons (down 5.37 tons) and heavy soda ash at 37.88 tons (down 3.95 tons) [5]. - Inventory: Soda ash enterprise inventory was 186.51 tons (up 1.33 tons), light soda ash inventory was 71.76 tons (up 0.86 tons), and heavy soda ash inventory was 114.75 tons (up 0.47 tons) [5]. - Core Logic: The spot price of soda ash was weak this week. Recently, the overhauled plants of soda ash factories have resumed production one after another, and the supply of soda ash has risen to a year - on - year high level again. On the demand side, the apparent demand for soda ash decreased significantly week - on - week. The daily melting volume of float glass and photovoltaic glass remained stable. The expected reduction in the supply of photovoltaic glass will slow down. In general, soda ash still faces high supply and large warehouse receipt pressure, but the rise in raw material prices such as coal has also raised the cost bottom support. In the short term, the futures price of soda ash may continue to fluctuate weakly. In the long - term, under the pattern of new capacity release, the pressure of loose supply and demand for soda ash still exists. Opportunities to short at high levels after the weakening of macro - disturbances can be considered [5]. 1.2 Glass - Supply: The daily melting volume of float glass was 15.96 tons, unchanged from July 31. There were a total of 296 glass production lines in China, with 223 in production and 73 cold - repaired and shut down. The daily melting volume of photovoltaic glass was 8.65 tons, unchanged week - on - week and down 20.55% year - on - year [6]. - Inventory: The total inventory of national float glass sample enterprises was 61.847 million weight cases, up 2.348 million weight cases week - on - week, or 3.95% week - on - week and down 8.18% year - on - year. The inventory days were 26.4 days, 0.9 days more than the previous period [6]. - Demand: As of July 31, 2025, the average order days of national deep - processing sample enterprises was 9.55 days, up 2.7% week - on - week and down 1.55% year - on - year [6]. - Core Logic: The spot market price of float glass was weak this week, with the national weekly average price at 1,221 yuan/ton, down 7 yuan/ton week - on - week. Recently, the supply of float glass has remained stable. Under the pressure of the release of intermediate goods, the inventory of glass enterprises has increased week - on - week. On the demand side, the operating rate of LOW - E glass sample enterprises was 76.8%, which increased slightly week - on - week but was still at a relatively low level year - on - year. The enthusiasm of downstream buyers was weak. In general, the current glass still faces weak demand and intermediate shipment pressure. It is expected that the futures price of glass may continue to fluctuate weakly. The impact of macro - policies should be followed up [6]. 2. Variety Details Decomposition 2.1 Market Review - Spot Price - Soda Ash: The domestic spot price of soda ash fluctuated downward. As of August 7, 2025, the market price of heavy soda ash in Central China was 1,300 yuan/ton, and the market price of light soda ash was 1,200 yuan/ton, with a price difference of 100 yuan/ton between light and heavy soda ash; in North China, the market price of heavy soda ash was 1,350 yuan/ton, and the market price of light soda ash was 1,300 yuan/ton, with a price difference of 50 yuan/ton between light and heavy soda ash [11]. - Futures Price: The main contract price of soda ash fluctuated weakly. As of August 7, 2025, the basis of soda ash in the Shahe area was - 100 yuan/ton (down 100 yuan/ton week - on - week); the futures price of glass fell sharply, and the basis of glass in the Shahe area was 80 yuan/ton (up 109 yuan/ton week - on - week) [14]. 2.1 Market Review - Spread - As of August 7, 2025, the spread between the September and January contracts of soda ash was - 90 yuan/ton (down 12 yuan/ton week - on - week); the spread between the September and January contracts of glass was - 144 yuan/ton (down 37 yuan/ton week - on - week); the arbitrage spread between glass and soda ash was 281 yuan/ton (up 151 yuan/ton week - on - week) [20]. 2.2 Fundamentals - Supply - Soda Ash: The weekly output was 74.47 tons (up 4.49 tons week - on - week), with light soda ash output at 32.12 tons (up 2.01 tons) and heavy soda ash output at 42.35 tons (up 2.48 tons). The overhauled plants of soda ash factories have resumed production one after another, and it is expected that the supply of soda ash will increase [26]. - Glass: There were a total of 296 glass production lines in China, with 223 in production and 73 cold - repaired and shut down. The national daily output of float glass was 15.96 tons, unchanged from July 31. This week, the national float glass output was 1.117 million tons, up 0.16% week - on - week and down 5.94% year - on - year. The daily melting volume of photovoltaic glass was 8.65 tons, unchanged week - on - week and down 20.55% year - on - year [46]. 2.3 Fundamentals - Inventory - Soda Ash: As of August 7, 2025, soda ash enterprise inventory was 186.51 tons (up 1.33 tons), light soda ash inventory was 71.76 tons (up 0.86 tons), and heavy soda ash inventory was 114.75 tons (up 0.47 tons) [39]. - Glass: The total inventory of national float glass sample enterprises was 61.847 million weight cases, up 2.348 million weight cases week - on - week, or 3.95% week - on - week and down 8.18% year - on - year. The inventory days were 26.4 days, 0.9 days more than the previous period. As of July 31, 2025, the average order days of national deep - processing sample enterprises was 9.55 days, up 2.7% week - on - week and down 1.55% year - on - year [50]. 2.3 Fundamentals - Profit - Soda Ash: As of August 7, 2025, the theoretical profit of soda ash produced by the ammonia - soda method in China was 56 yuan/ton, down 0.9 yuan/ton week - on - week; the theoretical profit (double tons) of soda ash produced by the combined soda method in China was 68 yuan/ton, down 38 yuan/ton week - on - week [53].

Group 1 - Lushow Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [4] - Jinding Investment intends to acquire 53.29% of Nanjing Shenyuan Intelligent Technology for 213 million yuan, aiming to enhance its industrial layout and core competitiveness in the humanoid robot sector [5] - ST Yigou has reached a debt settlement agreement with Carrefour, agreeing to pay 220 million yuan to resolve outstanding debts, which will allow the company to indirectly hold 100% of Carrefour China [6][8] Group 2 - China Shipbuilding Industry Company will suspend trading from August 13 until delisting, as it plans to merge with China Shipbuilding through a share exchange [9] - Guangku Technology is set to acquire 100% of Suzhou Anjie Xun Optoelectronics, with the specific transaction price yet to be determined [10] - Shanghai Jianke's director is under disciplinary review, but this will not significantly impact the company's operations [11] Group 3 - ST Biology is planning to acquire 51% of Hunan Huize Biopharmaceutical, which is expected to constitute a major asset restructuring [12] - Peking University Pharmaceutical faces risks of a complete halt in its main business after terminating a long-term service contract with Peking University International Hospital, potentially leading to a revenue drop of approximately 1 billion yuan by 2026 [13][14] Group 4 - Jin Ying Heavy Industry has not yet engaged in business with Xinjiang Railway Co., and the impact on its operations is expected to be limited [15] - ST Suwu has initiated arbitration against Regen Biotech for breach of contract, seeking damages of 1.6 billion yuan [16] Group 5 - Heng Rui Pharmaceutical's two products have been included in the list of proposed breakthrough therapeutic varieties by the National Medical Products Administration [17] - Chengdu Huamei has successfully launched a low-power RISC-V MCU, targeting applications in IoT devices and industrial monitoring [18] Group 6 - Fosun Pharma's subsidiary has signed a licensing agreement with Expedition, which includes potential payments of up to 1.2 billion USD for development and sales milestones [19] - Runyang Technology plans to sell 51.01% of its subsidiary Air Box for 4.08 million yuan [20] Group 7 - Jishi Media has clarified that it does not participate in investments in currently released films, amid stock price volatility [22] Group 8 - Wanhua Chemical reported a net profit of 6.123 billion yuan for the first half of 2025, a decrease of 25.1% year-on-year, attributed to weak demand in overseas markets [23] - Xianggang Technology achieved a net profit of 78.32 million yuan, a significant increase of 432.14% year-on-year, driven by strong performance in its packaging and printing business [24] - Desay SV reported a net profit of 1.223 billion yuan, up 45.82% year-on-year, with plans not to distribute dividends [25] - Action Education's net profit decreased by 3.51% year-on-year, with a proposed cash dividend of 10 yuan per 10 shares [26] Group 9 - Changan Automobile and its indirect controlling shareholder plan to increase their holdings in the company by at least 5.7 million yuan [27][28] - Huasheng Tiancheng's executives have reduced their holdings between May 26 and August 8, 2025 [29] - Tianrongxin's shareholder plans to reduce up to 3% of the company's shares within three months [30] Group 10 - China Electric Power Construction's subsidiary has signed a contract worth approximately 6.994 billion yuan for a water supply expansion project in South Africa [31]

（文章来源：证券日报） 证券日报网讯 8月11日晚间，尚太科技发布公告称，公司2025年第二次临时股东会于2025年8月11日召 开，审议通过了《关于回购注销部分已获授未解除限售限制性股票的议案》等。 ...

证券日报网讯 8月11日晚间，万华化学发布公告称，公司第九届董事会2025年第二次会议审议通过了 《万华化学集团股份有限公司2025年半年度报告》等多项议案。 （文章来源：证券日报） ...