化学助剂

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风光股份上半年营业收入同比增长近两成 聚烯烃催化剂、三乙基铝逐步进入销售阶段
Zheng Quan Ri Bao Wang· 2025-08-27 01:43
风光股份是一家专业从事高分子材料化学助剂研发、生产及销售的高新技术企业。公司以生产及研发高 效橡塑助剂系列产品为主,产品主要为受阻酚类主抗氧剂、亚磷酸酯类辅助抗氧剂等单剂产品,并在此 基础上根据客户的需求,提供一站式高分子材料助剂解决方案及其产品。 半年报显示,上半年风光股份单剂产品实现收入1.75亿元,同比增长15.31%,附加值更高的集成助剂产 品实现收入3.71亿元,同比增长12.49%。此外,公司新推出的聚烯烃催化剂、三乙基铝产品也已逐步进 入销售阶段。 本报讯(记者李勇)营口风光新材料股份有限公司(以下简称"风光股份(301100)")8月26日晚间披露2025 年半年度报告。上半年,公司实现营业收入5.76亿元,同比增长19.59%;归属于上市公司股东的净利润 亏损4023.18万元,亏损幅度同比扩大。 作为目前国内高性能抗氧化剂行业领先企业,风光股份始终把自主创新和技术研发放在首位,是国内最 早实现抗氧化剂规模化生产的企业之一,公司具体产品型号已达200多种,规模大、市场占有率高。客 户覆盖中石油、中石化、国家能源集团等国内大部分石化及煤化工企业,并与之形成了稳定的合作关 系。 ...
美思德: 2025年半年度主要经营数据公告
Zheng Quan Zhi Xing· 2025-08-22 10:19
| 证券代码:603041 公告编号:2025-025 证券简称:美思德 | | | --- | --- | | 江苏美思德化学股份有限公司 | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 | | | 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 | | | 江苏美思德化学股份有限公司(以下简称"公司")根据《上海证券交易 | | | 3 号——行业信息披露》及其附件《第十三号—— 所上市公司自律监管指引第 | | | 化工》、《关于做好主板上市公司 2025 年半年度报告披露工作的重要提醒》的 | | | 要求,现将公司 2025 年半年度主要经营数据(均不含税)披露如下: | | | 一、主要产品的产量、销量及收入实现情况 | | | 主要产品 | | | (吨) 量(吨) 收入(万元) | | | 硬泡助剂 10,416.21 10,252.13 23,701.54 | | | 软泡助剂 2,123.00 2,104.59 6,556.63 | | | 合计 12,539.21 12,356.72 30,258.17 | | | 注:公司部分产品存在内部 ...
美思德(603041) - 2025年半年度主要经营数据公告
2025-08-22 10:01
证券代码:603041 证券简称:美思德 公告编号:2025-025 江苏美思德化学股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 江苏美思德化学股份有限公司(以下简称"公司")根据《上海证券交易 所上市公司自律监管指引第 3 号——行业信息披露》及其附件《第十三号—— 化工》、《关于做好主板上市公司 2025 年半年度报告披露工作的重要提醒》的 要求,现将公司 2025 年半年度主要经营数据(均不含税)披露如下: 注:公司部分产品存在内部自用情况。 二、主要产品和原材料的价格变动情况 (一)主要产品价格变动情况 | 主要产品 | 2025 | 年 | 1-6 | 月平均销 | 2024 1-6 | 年 | 月平均销 | 同比变动 | 第二季度 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 售价格(万元/吨) | | | | 售价格(万元/吨) | | | | 环比变动 | | 硬泡助剂 ...
鼎际得(603255):深耕高分子助剂,POE项目打开未来发展空间
Shenwan Hongyuan Securities· 2025-06-19 02:12
Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [3][7]. Core Views - The company focuses on high-performance polymer catalysts and antioxidants, with a strategic expansion into POE (Polyolefin Elastomer) projects, which are expected to drive future growth [6][7]. - The domestic demand for POE is currently reliant on imports, presenting a significant opportunity for local production as the company aims to become a key player in this market [6][10]. Summary by Sections 1. Polymer Catalysts and Chemical Additives - The company has been deeply engaged in the polymer catalyst and antioxidant sectors since its establishment in 2004, gradually establishing a dual focus on catalysts and antioxidants [18][21]. - As of the end of 2024, the company has a production capacity of 400 tons for catalysts, 38,500 tons for single antioxidants, and 28,500 tons for compound additives, with additional capacities under construction [21][25]. 2. Expansion of Polymer Materials and Chemical Additives - The market for polymer materials and their chemical additives is expanding, driven by increasing domestic production and a shift towards local sourcing [44]. - The average annual growth rates for primary forms of plastics, chemical fibers, and synthetic rubber in China from 2014 to 2023 were 6.8%, 6.2%, and 6.3%, respectively, indicating a robust market for domestic catalysts and additives [44]. 3. Strategic Positioning in POE - The company is strategically positioned in the POE market, with plans for a 400,000 tons/year POE joint facility and a 300,000 tons/year α-olefin facility, with the first phase expected to commence production in 2025 [6][10]. - The domestic POE consumption is projected to reach approximately 910,000 tons in 2024, all of which is currently imported, highlighting a significant opportunity for local production [6][63]. 4. Profit Forecast and Valuation - The company is expected to achieve a net profit of 92 million yuan in 2025, with projections of 177 million yuan in 2026 and 360 million yuan in 2027, corresponding to PE ratios of 42, 22, and 11, respectively [2][7]. - The average PE ratios for comparable companies in the industry for the same period are 36, 25, and 21, indicating that the company's valuation may be attractive as its POE projects come online [7].
汉维科技(836957) - 投资者关系活动记录表
2025-05-27 12:00
Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 23, 2025, via an online platform [4] - Participants included the company's chairman, general manager, board secretary, and financial officer [5] Group 2: Key Questions and Responses - **Question 1**: Inquiry about the commercialization progress of the new patent for "waste battery non-discharge crushing equipment" **Response**: The company has not yet implemented the commercialization of this technology, focusing instead on polymer material environmental additives [5] - **Question 2**: Measures taken to enhance corporate governance and internal control in the past year **Response**: The company has optimized governance structure and internal controls, improving decision-making efficiency and information disclosure quality [6] - **Question 3**: How the company ensures timely and transparent communication with investors **Response**: The company utilizes earnings briefings and maintains investor hotlines and email contacts to ensure accurate information dissemination [7] - **Question 4**: Plans for financing to support future expansion, particularly in new environmental additive production projects **Response**: The company has completed the main construction of the new project and currently has no financing plans for it [8]
佳先股份(430489) - 投资者关系活动记录表
2025-04-30 12:30
Group 1: Company Performance - In Q1 2025, the company's sales revenue and sales volume increased month-on-month, but year-on-year performance declined due to a high profit base from the previous year and reduced downstream production [4] - The company operates in a cyclical industry, currently at the bottom of the cycle, with market prices stabilizing at low levels, indicating limited further decline potential [4] Group 2: Equity and Consolidation - The company acquired a 7.5% stake in Yingtemei, resulting in a total ownership of 37.5% and becoming its controlling shareholder; however, Yingtemei will not be included in the consolidated financial statements for Q1 2025 [5] Group 3: Project Development - Yingtemei has approximately 7 projects in reserve, with the second phase focusing on domestic substitution in the electronic materials sector, and preliminary evaluations for project construction are underway [6] Group 4: Production Capacity and Product Information - The main products are DBM and SBM, with a combined capacity of about 10,000 tons; SBM is a high-end product used in food, pharmaceuticals, and toys, while DBM is used in industrial applications [7] - The company is facing challenges due to insufficient downstream demand and intensified market competition, leading to declining product prices [7] Group 5: Future Development Plans - The company aims to maintain and strengthen its traditional PVC environmental stabilizers and additives business while enhancing core competitiveness and market share [8] - Plans include building new material production lines focused on domestic substitution and accelerating the second phase of Yingtemei's project to create a new materials industry cluster [8][9] - The company will continue to deepen cooperation with strategic partners to enhance its diversified layout and overall strength [9]