格隆汇11月20日丨长华化学(301518.SZ)在投资者互动平台表示，锂电池领域公司尚在积极的产品开发 及市场拓展中，涉及的销量占比很小。公司现有的部分特种聚醚多元醇和在建的二氧化碳聚醚多元醇， 可用于制备高性能聚氨酯胶粘剂、水性PUD等，部分高性能聚氨酯胶粘剂、水性PUD产品应用于锂电池 行业。另外，二氧化碳聚醚副产品碳酸丙烯酯可以通过酯交换用来制备碳酸二甲酯、碳酸甲乙酯，应用 于电池电解液。 ...

如何看待周期行情持续性？20251116 摘要 新能源装机需保持年增 200GW 以上以满足消纳需求，政策支持就近消 纳、水风光一体化及海上风电开发。东部产业转移与新能源耦合，打造 绿色产业集聚区，绿电直连和可再生能源供热制冷是重要发展方向。 燃气行业受益于寒潮和一次能源价格下降，东部燃气公司表现良好。CPI 转正及经济反弹预期增强，燃气需求有望快速增长，看好燃气行业发展 前景。 洁净室工程市场规模持续扩大，预计 2026 年超 3,500 亿元，电子行业 尤其是半导体领域是主要驱动力。圣晖集成、亚翔集成等公司业绩出色， 积极拓展海外市场。 2025 年洁净室工程行业业绩显著增长，亚翔集成单三季度业绩增速接 近 40%，圣晖集成上半年新签合同同比增长 70%，海外营收快速增长 提升盈利能力。 房地产市场整体下行，但结构性数据有改善迹象。预计 2026 年政策以 托底为主，销售降幅收窄，新开工或改善，竣工面积压力较大，头部地 产股仍有绝对收益机会。 Q&A 如何看待新能源消纳的现状和未来发展趋势？ 目前新能源消纳进入了精细化管理的新阶段，国家发改委和能源局出台了一系 列促进新能源消纳和调控的指导意见，提出了多元 ...

智通财经APP讯，振华股份(603067.SH)发布风险提示公告称，截至公告日，公司主营业务、生产经营 情况以及经营环境与前期披露的信息相比未发生重大变化，不存在应披露而未披露的信息。公司股价短 期上涨幅度较大，已严重偏离上市公司基本面，未来存在快速下跌的风险。 ...

天眼查App显示，近日，宿迁科瑞新材料有限公司成立，法定代表人为夏婷婷，注册资本10万人民币， 经营范围为一般项目：新材料技术研发；新型金属功能材料销售；货物进出口；技术进出口；离岸贸易 经营；国内贸易代理；销售代理；石油制品销售（不含危险化学品）；专用化学产品销售（不含危险化 学品）；化工产品销售（不含许可类化工产品）；第三类非药品类易制毒化学品经营；仪器仪表销售； 实验分析仪器销售；贸易经纪；信息咨询服务（不含许可类信息咨询服务）；普通货物仓储服务（不含 危险化学品等需许可审批的项目）；非居住房地产租赁（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）。 ...

Core Points - Anhui Bayi Chemical Co., Ltd. was fined 70,000 RMB for safety facility maintenance violations by the Bengbu Emergency Management Bureau on October 19, 2025 [1][3] Company Information - Anhui Bayi Chemical was established on September 26, 1996, with a registered capital of 33,750,000 RMB [6] - The company is a joint venture, with 60% ownership by Temasek Holdings through its subsidiary, Xiangfeng China Chemical Investment Co., Ltd. [5] - The legal representative of the company is Li Dechang [6] Violations and Penalties - The violations included: 1. Failure to set low alarm facilities for the ammonia outlet temperature at the top of the gas drying tower 2. Lack of over-temperature control facilities for the circulating absorption liquid temperature at the liquid chlorine storage tank (should not exceed 45°C) 3. Absence of a manual start button for the fan in the outdoor liquid chlorine filling area 4. An employee engaged in filling operations did not possess the required special operation certificate for the chlor-alkali electrolysis process [2][3] Safety Management - The company claims to have established a comprehensive safety production responsibility system and formed a safety production (fire safety) committee [5] - It has a dedicated safety management organization with 13 full-time safety personnel and 15 registered safety engineers [5]

Core Insights - Shantou Runxiaoman Biotechnology Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The company’s business scope includes research and development of new materials, manufacturing of daily chemical products, and various chemical product sales [1] Business Scope - General projects include: - New materials technology research and development - Daily chemical products manufacturing - Basic chemical raw materials manufacturing (excluding hazardous chemicals) - Specialized chemical products manufacturing (excluding hazardous chemicals) - Plastic products manufacturing - Plastic packaging boxes and containers manufacturing - Internet sales (excluding goods requiring permits) - Wholesale of cosmetics - Sales of disinfectants (excluding hazardous chemicals) - Sales of food detergents - Sales of daily chemical products - Sales of chemical products (excluding licensed chemical products) - Sales of personal hygiene products - Sales of sanitary products and disposable medical supplies - Domestic trade agency - Import and export of goods - Technical services, development, consulting, exchange, transfer, and promotion [1] Licensed Projects - Licensed projects include: - Production of cosmetics - Production of disinfectants (excluding hazardous chemicals) - Production of food detergents - Production of sanitary products and disposable medical supplies - These projects require approval from relevant authorities before commencement [1]

Core Viewpoint - Sichuan Huasheng Haote New Materials Co., Ltd. has been established with a registered capital of 50 million RMB, focusing on various chemical and material manufacturing and sales [1] Company Summary - The legal representative of the company is Qiu Longyu [1] - The registered capital is 50 million RMB [1] - The company operates in general projects including the manufacturing of basic chemical raw materials (excluding hazardous chemicals), sales of chemical products (excluding licensed chemical products), and research and development of new materials [1] Industry Summary - The company is involved in the sales of non-ferrous metal alloys, new metal functional materials, and refractory materials [1] - It also engages in the manufacturing and sales of metal materials and sealing components [1] - The company is permitted to conduct business activities independently based on its business license, except for projects that require legal approval [1]

Group 1 - Sichuan Yuhansheng Magnesium New Materials Technology Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Zhao Chaorong [1] - The company's business scope includes new materials technology research and development, promotion services, and various technical services [1] Group 2 - The company is involved in the manufacturing and sales of basic chemical raw materials, daily chemical products, and specialized chemical products, excluding hazardous chemicals [1] - The company also engages in the import and export of goods, as well as the manufacturing and sales of engineering plastics and synthetic resins [1] - The company operates independently based on its business license, except for projects that require approval [1]