| 序号 | 子项目名称 | 项目明细 | 最新进展及后期计划 | | --- | --- | --- | --- | | | PCB光刻胶 | PCB外层油墨9.000t/a | 已于2024年3月获得试生产批复进行试生产,并于 2025年2月获得龙南市应急管理局批复进行正式 生产。 | | | (PCB油墨) | | | | | 16.000t/a | | 已于2025年4月取得试生产批复进行试生产,并于 | | | | PCB内层油墨7,000t/a | 2025年12月获得龙南市应急管理局批复进行正式 | | | | | 生产。 | | 2 | 自制树脂 | PCB光刻胶等成品的重要原 | 已于2025年4月取得试生产批复进行试生产,并于 2025年12月获得龙南市应急管理局批复进行正式 | | | 12.000t/a | 材料 | | | | | | 生产。 | | 3 | 除料 | UV涂料8,000t/a 水性涂料2,000t/a | 目前已通过消防验收阶段,正在进行设备调试等 | | | 15,000t/a | | 工作,预计于2026年上半年提交涂料试生产申请。 | | | | 配套材料5, ...

罗姆与NextChem于2024年建立合作，旨在加强PMMA在欧洲的循环利用。罗姆目标在2030年前通过回 收手段消除其PMMA相关生产废料的焚烧与填埋。 目前，MyRemono正在意大利建设一座年处理5000吨的PMMA化学回收工业规模工厂，计划2026年完 工。根据2024年12月签署的协议，罗姆已同意采购该意大利工厂生产的再生MMA，用于生产循环 PMMA产品。 中化新网讯12月16日，意大利Maire集团子公司NextChem宣布，其已获得甲基丙烯酸酯(MMA)生产商罗 姆公司委托，将对在德国沃尔姆斯建设废聚甲基丙烯酸甲酯(PMMA)化学回收工厂进行可行性研究。 该研究将由NextChem旗下MyRemono公司执行，计划建设年处理5000吨PMMA废料的设施，并将完全 集成至罗姆现有生产基地。项目拟采用NextChem专有的NXRe解聚技术，据称可比传统方法将甲基丙烯 酸甲酯及其主要衍生物PMMA的碳足迹降低90%以上，将消费前及消费后的PMMA废料转化为再生 MMA。 ...

12月12日，红宝丽集团股份有限公司（002165.SZ，以下简称"红宝丽"）发布公告称，红宝丽、控股股东江苏宝源投资管理有限公司及董事长芮敬功等4名高 管收到江苏证监局警示函，涉及关联方非经营性资金占用未披露、年报信息披露不准确等违规行为，相关违规情况已被记入证券期货市场诚信档案。同日， 深交所对红宝丽及相关当事人同步给予通报批评处分。 红宝丽主营业务为化学原料及制品制造，核心从事环氧丙烷及衍生品、环氧丙烷、聚氨酯保温板的研发、生产与销售，产品应用于节能环保等行业。 公告显示，红宝丽存在两项核心违规问题：一是2022年6月及2024年2月，红宝丽子公司通过向供应商支付预付款的形式，间接向控股股东宝源投资提供资 金，构成关联方非经营性资金占用，相关款项虽于当年末全部收回，但红宝丽未及时披露该关联交易，且未在2022年半年报、2022年年报、2024年半年报及 2024年年报中予以披露；二是2021年及2023年年报中，红宝丽前五名供应商采购金额存在少计情况，信息披露不准确。红宝丽董事长芮敬功、总经理芮益 民、财务负责人陈洪明、副总经理陶梅娟未能勤勉尽责，对违规行为负有主要责任。 ...

来源：市场资讯 （来源：钛资讯） 01 国内硫酸市场价格 今日国内硫酸市场维持高位运行，截至目前，贵州地区98%冶炼酸到厂价格在980-1150元/吨；湖北地区 98%冶炼酸到厂价格在940-1080元/吨；原料成本价格支撑强劲，使部分硫磺制酸企业维持较低负荷生 产，硫酸供应依旧偏紧，市场新单成交价格逐步上行；下游市场维持刚需采购，硫酸供需呈现进平衡格 局，且短期硫酸现货紧张情况仍将延续，预计后期硫酸价格继续稳中偏强走势。 | 制酸种类 | 市场 | 制酸种类 | 12月5日 | 12月8日 | 张肤幅 | | --- | --- | --- | --- | --- | --- | | 装蔓酸 | 山东地区 | 98%硫磺酸 | 1140-1230 | 1140-1230 | 0/0 | | | 江苏地区 | 98%硫磺酸 | 1100-1200 | 1100-1250 | 0/50 | | | 浙江地区 | 98%硫磺酸 | 1170-1280 | 1170-1280 | 0/0 | | | 四川地区(出厂价) | 98%硫磺酸 | 1200-1400 | 1200-1400 | 0/0 | | | 河北地 ...

Core Viewpoint - Changhua Chemical (301518.SZ) is actively developing products and expanding its market presence in the lithium battery sector, although the sales volume in this area remains relatively small [1] Group 1: Product Development - The company is involved in the development of specialty polyether polyols and is constructing carbon dioxide polyether polyols, which can be used to produce high-performance polyurethane adhesives and water-based PUDs [1] - Some of the high-performance polyurethane adhesives and water-based PUD products are applied in the lithium battery industry [1] Group 2: By-products and Applications - The by-product of carbon dioxide polyether, propylene carbonate, can be used through ester exchange to produce dimethyl carbonate and ethyl methyl carbonate, which are applicable in battery electrolytes [1]

Summary of Conference Call Records Industry Overview New Energy Sector - New energy installations need to maintain an annual increase of over 200GW to meet consumption demands, with policy support focusing on nearby consumption, integrated water-wind-solar development, and offshore wind power development [1][2] - The coupling of eastern industrial transfer with new energy is crucial for creating green industrial clusters, emphasizing direct green electricity connections and renewable energy heating and cooling as important development directions [1][2] Gas Industry - The gas industry has benefited from cold waves and a decrease in primary energy prices, with eastern gas companies performing well [1][4] - CPI turning positive and expectations of economic rebound suggest rapid growth in gas demand, indicating a positive outlook for the gas industry [1][4] Cleanroom Engineering Market - The cleanroom engineering market is expected to exceed 350 billion yuan by 2026, driven primarily by the electronics industry, especially the semiconductor sector [1][5] - Companies like Shenghui Integration and Yaxiang Integration are performing well and actively expanding into overseas markets [1][6] - Significant growth in cleanroom engineering is anticipated in 2025, with Yaxiang Integration achieving nearly 40% growth in Q3 and Shenghui Integration signing new contracts worth 2.25 billion yuan, a 70% year-on-year increase [1][7] Real Estate Market - The overall real estate market is in decline, but structural data shows signs of improvement [1][11] - It is expected that policies will primarily focus on stabilizing the market in 2026, with a narrowing of sales decline and potential improvements in new construction, although completion area faces significant pressure [1][11][12] Coal Industry - Coal production in October was 410 million tons, continuing a negative growth trend for four consecutive months, with an annual production estimate of 4.8 billion tons [1][18] - Domestic coal prices are expected to remain stable with a slight upward trend due to winter storage demand and increased thermal power generation [1][18][19] Chemical Industry - The chemical industry is showing signs of recovery from anti-involution policies, with CPI turning positive and PPI declines narrowing [1][20] - The energy chemical sector is crucial for industrial product inflation, and the industry is expected to have upward elasticity due to improved demand structure and capital expenditure trends [1][21] Key Points and Arguments New Energy Consumption - The National Development and Reform Commission and the Energy Administration have introduced measures to promote diversified consumption paths for new energy [2] - By 2030, China aims to achieve 3.6 billion kilowatts of wind and solar installed capacity, requiring annual additions of over 200GW [2] Cleanroom Engineering Growth - The cleanroom engineering market has grown from less than 80 billion yuan in 2015 to nearly 250 billion yuan, with a compound annual growth rate exceeding 15% [1][5] - The semiconductor and high-end manufacturing sectors are major drivers of demand for cleanroom engineering [1][5][10] Gas Industry Performance - Companies like Shouhua Gas have seen stock price increases due to demand surges from cold weather, with expectations of a cold winter in 2025 boosting gas demand [4] - Eastern companies are performing well, while the central and western regions face challenges [4] Real Estate Market Trends - Despite weak overall performance, there are signs of improvement in structural data, with expectations of a narrowing sales decline in 2026 [11][12] - New construction is expected to improve, while completion areas face significant pressure due to past low construction volumes [12][14] Coal Price Outlook - Domestic coal prices are expected to rise steadily due to winter demand and limited supply growth [18][19] - The focus on thermal power generation and coal chemical demand will provide support for coal prices [19] Chemical Industry Recovery - The chemical industry is expected to benefit from anti-involution policies, with significant impacts on industrial product inflation and corporate profitability [20][21] - The sector is showing signs of upward elasticity due to improved demand and capital expenditure trends [21] Additional Important Insights - The cleanroom engineering sector is experiencing strong growth in international markets, particularly in Southeast Asia, driven by domestic semiconductor companies expanding overseas [8][9][10] - The coal industry is facing a tight supply-demand balance, which is expected to support prices despite short-term fluctuations [19] - The chemical industry is at a low valuation point, suggesting potential for recovery and growth in profitability [21]

Core Viewpoint - Zhuhua Co., Ltd. (603067.SH) issued a risk warning announcement stating that as of the announcement date, the company's main business, production operations, and operating environment have not undergone significant changes compared to previously disclosed information, and there is no undisclosed information that should be revealed. The company's stock price has seen a substantial short-term increase, which has significantly deviated from the company's fundamentals, indicating a potential risk of rapid decline in the future [1]. Summary by Relevant Sections - Main Business Status - The company's main business and production operations remain stable and unchanged from prior disclosures [1]. - Operating Environment - The operating environment has not experienced any significant changes compared to previous reports [1]. - Stock Price Movement - The stock price has increased significantly in the short term, leading to a serious deviation from the company's fundamentals [1]. - Future Risks - There is a potential risk of a rapid decline in stock price due to the current overvaluation [1].

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]