观点 现实差继续，伊朗停车慢于预期，11月应还是高进口，01矛盾较难处理，港口制裁的事情预计能在限气结束前解 决，库存去化较 难，甲醇上涨乏力，下跌空间关注内地幅度，近期煤炭走强，但影响不到利润。 甲醇聚烯烃早报 研究中心能化团队 2025/11/19 | 甲 醇 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 动力煤期 | | 江苏现货 华南现货 | 鲁南折盘 | 西南折盘面 | 河北折盘 | 西北折盘 | CFR中国 | CFR东南 | | 进口利润 主力基差 | 盘面MTO | | | 货 | | | 面 | | 面 | 面 | | 亚 | | | 利润 | | 2025/11/1 2 | 801 | 2082 | 2080 | 2388 | 2370 | 2350 | 2608 | 243 | 322 | -17 | -40 | - | | 2025/11/1 3 | 801 | 2077 | 2075 | 2388 | 23 ...

华夏磐益一年定开混合（010695）基金经理为张城源。 截至发稿，张城源累计任职时间8年331天，现任基金资产总规模51.94亿元，任职期间最佳基金回报 127.5%， 任职期间最差基金回报-7.26%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，宁夏英力特化工股份有限公司位于宁夏石嘴山市惠农区钢电路，成立日期1996年11月12日， 上市日期1996年11月20日，公司主营业务涉及电石、石灰氮、双氰胺、烧碱、聚氯乙烯树脂、液氯、盐 酸等相关产品;电力、热力的生产及销售。主营业务收入构成为：PVC52.21%，烧碱28.20%，E- PVC12.83%，其他化工产品2.35%，电石2.24%，其他(补充)1.50%，电力0.67%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓英力特。华夏磐益一年定开混合（010695）三季度持有股数 237.02万股，占基金净值比例为3.51%，位居第九大重仓股。根据测算，今日浮盈赚取约2 ...

Group 1 - Kent Catalysts experienced a decline of 1.20% on November 18, with a trading volume of 34.03 million yuan [1] - The financing data on November 18 showed a financing purchase amount of 1.42 million yuan and a financing repayment of 1.89 million yuan, resulting in a net financing outflow of 0.48 million yuan [1] - As of November 18, the total margin balance for Kent Catalysts was 58.69 million yuan, accounting for 6.45% of its market capitalization [1] Group 2 - As of September 30, the number of shareholders for Kent Catalysts was 15,800, a decrease of 27.31% from the previous period [2] - The average circulating shares per person increased by 37.56% to 1,402 shares [2] - For the period from January to September 2025, Kent Catalysts reported a revenue of 430 million yuan, a year-on-year increase of 0.62%, while the net profit attributable to shareholders decreased by 8.18% to 50.35 million yuan [2] Group 3 - Since its A-share listing, Kent Catalysts has distributed a total of 36.16 million yuan in dividends [2] - Among the top ten circulating shareholders as of September 30, 2025, Southern Zhihong Mixed A (020645) was the second-largest shareholder, holding 667,600 shares as a new shareholder [2]

Group 1 - The company Tianyuan Co., Ltd. confirmed that its lithium iron phosphate cathode materials can be used in energy storage batteries and solid-state batteries [2] - The company is currently conducting pilot tests on its anode materials [2] - A significant equity investee, Yibin Lithium Treasure, produces ternary cathode materials that are applicable for solid-state batteries [2]

Core Viewpoint - Silicon Treasure Technology (300019.SZ) emphasizes the excellent performance of silicone materials, including high and low-temperature resistance and aging resistance, which are widely used in aerospace and military industries [1] Company Summary - The company currently has limited sales of aerospace and military products, which do not significantly impact overall performance [1] - Future plans include actively expanding business based on market and customer demand [1]

Core Viewpoint - The company is optimistic about the development prospects in the new energy materials sector and is actively laying out its position in the relevant industrial chain, despite not directly producing lithium battery electrolyte end products [1] Group 1: Company Developments - The company has not yet directly produced lithium battery electrolyte end products but is engaged in related industrial chain activities [1] - The company has established a new generation lithium salt key precursor facility with an annual production capacity of 10,000 tons [1] - Several new electrolyte additives are currently in the optimization stage of pilot testing [1] Group 2: Market Outlook - The company maintains a positive outlook on the development prospects of the new energy materials field and will continue to monitor market opportunities [1] - The company plans to steadily advance its industrialization process in response to market dynamics [1]

Core Viewpoint - The company is actively positioning itself within the lithium battery electrolyte supply chain, despite not directly producing end products at this time [1] Group 1: Company Developments - The company has not yet produced lithium battery electrolyte end products but is engaged in related supply chain activities [1] - It has established a facility with an annual production capacity of 10,000 tons for a new generation of lithium salt key precursors [1] - Several new electrolyte additives are currently in the pilot optimization stage [1] Group 2: Industry Outlook - The company holds an optimistic view on the development prospects in the new energy materials sector [1] - It plans to continuously monitor market opportunities and steadily advance its industrialization process [1]

Core Viewpoint - Zhejiang Zhongxin Fluorine Material Co., Ltd. has completed the revision of its business scope and the amendment of its Articles of Association, along with the registration of changes with the industrial and commercial authorities [1][2][3] Group 1: Company Information - The company held its fourth meeting of the seventh board of directors on October 27, 2025, and the second extraordinary shareholders' meeting on November 13, 2025, to approve the changes [1] - The company has obtained a new business license issued by the Zhejiang Provincial Market Supervision Administration [2] - The registered capital of the company is 325,468,375 RMB, and it was established on August 29, 2000 [2] Group 2: Business Scope - The company’s business scope includes the production of hazardous chemicals, pesticides, and various chemical products, with specific activities subject to approval by relevant authorities [2][3] - The company is involved in the manufacturing and sales of specialized chemical products, synthetic materials, engineering plastics, and high-performance fibers [2][3] - The company also engages in technology services, research and development of new materials, and domestic and international trade [3]

Core Viewpoint - The company held its fifth extraordinary general meeting of shareholders on November 17, 2025, where several important resolutions were passed, including the cancellation of the supervisory board and amendments to the company's articles of association [2][4][6]. Group 1: Meeting Details - The meeting was attended by 1,332 shareholders, representing a total of 79,414,969 voting shares, which accounts for 37.86% of the company's total voting shares [2]. - The meeting was chaired by Director Zhou Zhi due to the absence of Chairman Chen Xue Min [3]. - Voting was conducted through a combination of on-site and online methods, complying with relevant laws and regulations [3]. Group 2: Resolutions Passed - The resolution to cancel the supervisory board and amend the articles of association was approved with 99.96% of votes in favor [5][6]. - Other governance-related resolutions, including the rules for shareholder meetings, board meetings, independent director work systems, related party transaction decision-making systems, external guarantee management systems, fundraising management methods, and remuneration management systems for directors and senior management, were also passed with high approval rates, generally above 99.95% [5][6]. Group 3: Project Update - The company’s wholly-owned subsidiary, Ganzhou Songhui Fluorine New Materials Co., Ltd., has completed the construction and installation of a project for producing 10,000 tons of boron trifluoride gas and 20,000 tons of boron trifluoride complexes, which has received approval for trial production [9]. - Boron trifluoride is primarily used in pharmaceuticals, semiconductors, nuclear power radiation protection, lithium batteries, solid-state battery additives, and high-end chip etching [9]. - The project is expected to enhance the company's product structure, create new profit growth points, and improve core competitiveness through resource integration and cost reduction [10].

Core Viewpoint - The company is actively promoting the construction of lithium iron phosphate projects, indicating a strategic focus on expanding its production capacity in this sector [2] Group 1: Project Developments - The De'a project has successfully completed the construction and is now operational with a capacity of 60,000 tons per year of lithium iron phosphate [2] - The company’s wholly-owned subsidiary, Deyang Chuanfa Longmang, plans to collaborate with Fulin Precision's subsidiary, Jiangxi Shenghua, to build a high-pressure dense lithium iron phosphate project with a capacity of 175,000 tons per year [2] - A joint venture company, Fulin Longmang New Materials Co., Ltd., will be established for this project, with a registered capital of 660 million RMB [2]