化工原料及化学制品制造业
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拓展合作空间 携手推动共赢!汪元程与中化蓝天执行董事、党委书记、总经理张海兵座谈
Xin Lang Cai Jing· 2025-12-27 12:31
Group 1 - The meeting between the leaders of Jingzhou and Zhang Haibing, the Executive Director of Sinochem Blue Sky, emphasizes the importance of collaboration for economic and social development in Jingzhou [1][2] - Jingzhou is implementing four major strategies: strengthening industries, enhancing logistics, cultural development, and promoting green growth, aiming to improve its strategic support, innovation capacity, and industrial competitiveness [1] - The focus is on developing a modern industrial system represented by three trillion-level advantageous industries, including new energy and new materials, aligning with Sinochem Blue Sky's development direction [1] Group 2 - Sinochem Blue Sky expresses gratitude for the support from Jingzhou's government and acknowledges the solid foundation for cooperation and broad development prospects [2] - The company aims to leverage its advantages to deepen and broaden cooperation with Jingzhou, striving for a higher level of mutual benefit and win-win outcomes [2] - Key representatives from both Sinochem Blue Sky and Jingzhou's government participated in the meeting, indicating a strong commitment to collaboration [2]
联泓新科(003022.SZ):联泓格润一体化项目成功投产
智通财经网· 2025-12-22 11:33
Core Viewpoint - The announcement highlights the successful production launch of the integrated new energy materials and biodegradable materials project by Lianhong New Materials, marking a significant milestone for the company and the Shandong province [1] Group 1: Project Overview - The Lianhong Gelun integrated project is a major initiative located in the Lunan High-tech Chemical Park in Tengzhou, Shandong Province [1] - Construction of the project began in April 2024, with an expected overall completion date in September 2025 [1] Group 2: Production Details - The project includes several key production facilities: - 300,000 tons/year of propylene oxide (PO) facility commenced production on December 22 [1] - 1.3 million tons/year of methanol-to-olefins (MTO) facility and 200,000 tons/year of ethylene-vinyl acetate (EVA) facility started production on December 10 [1] - 240,000 tons/year of polyether polyols (PPG) facility began production on November 5 [1] - All production units successfully achieved initial operation and are currently running stably [1]
凌玮科技:拟现金收购江苏辉迈100%股权 获取化学合成法球形硅微粉产业化能力
Mei Ri Jing Ji Xin Wen· 2025-12-22 10:07
每经AI快讯,12月22日,凌玮科技(301373.SZ)公告称,公司拟以现金方式分两次分别收购陈光荣、刘 亚所持江苏辉迈粉体科技有限公司合计100%股权。标的公司核心产品是纳米球形硅微粉,主要应用于 电子电路基板、电子封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特种陶瓷和油墨涂料等领域。本 次交易是公司切入高端电子材料赛道、构建长期竞争优势的关键战略布局。通过产业整合,获取国内稀 缺的化学合成法球形硅微粉产业化能力,从而抢占IC载板、先进封装等前沿市场的制高点。 ...
宝泰隆:公司石墨烯材料兼具高热导率、轻量化等核心优势
Zheng Quan Ri Bao Wang· 2025-12-19 15:14
证券日报网讯12月19日,宝泰隆(601011)在互动平台回答投资者提问时表示,公司石墨烯材料兼具高 热导率、轻量化等核心优势,与卫星热管理、结构优化等关键需求高度契合,在卫星领域具备应用前景 与潜力。公司始终深耕核心技术研发,紧密贴合商业发展浪潮,稳步推进技术迭代与相关领域对接。 ...
族兴新材过会,业绩可持续性被北交所关注
Xin Jing Bao· 2025-12-04 03:56
Core Viewpoint - Changsha Zuxing New Materials Co., Ltd. has successfully completed its IPO on the Beijing Stock Exchange after multiple attempts over the past nine years, meeting the necessary issuance and listing conditions [1][3]. Group 1: IPO Process and History - This marks the third attempt at an IPO for Zuxing New Materials, with previous attempts in 2016 and 2020 failing due to the company's withdrawal of application materials [1]. - The company shifted its listing application from the ChiNext board to the Beijing Stock Exchange in March 2025 [1]. Group 2: Financial Performance - Zuxing New Materials reported revenues of 629 million yuan, 689 million yuan, 707 million yuan, and 363 million yuan for the years 2022, 2023, and the first half of 2024, respectively, with net profits of 51.78 million yuan, 86.74 million yuan, 58.72 million yuan, and 35.90 million yuan for the same periods [3]. - The company anticipates a revenue of 788 million yuan for the current year, representing a year-on-year growth of 11.4%, with net profits expected to increase by 39.9% and 33.8% for net profit attributable to shareholders and net profit after deducting non-recurring gains and losses, respectively [3]. Group 3: Use of Proceeds and Investment Plans - The IPO proceeds have been reduced by nearly 20% to 208 million yuan, with the removal of a 40 million yuan project for "supplementing working capital" and a 10 million yuan reduction in the "high-performance aluminum pigment construction project" [3]. - The funds will primarily be allocated to projects including the construction of a 5,000-ton high-purity micro-fine spherical aluminum powder production facility and a 1,000-ton high-performance aluminum pigment for powder coatings [3]. Group 4: Regulatory Scrutiny and Compliance - The listing committee has raised concerns regarding the authenticity of sales and the sustainability of the company's performance, requesting detailed explanations about customer orders and internal control mechanisms [2][4]. - Zuxing New Materials has undergone two rounds of inquiries from the Beijing Stock Exchange, focusing on the sustainability of its performance, the authenticity of sales, and the necessity of fundraising projects [2].
港股异动 环球新材国际(06616)涨超6% 拟6902万元收购七色珠光约2.57%股权
Jin Rong Jie· 2025-12-01 08:17
Core Viewpoint - Global New Materials International (06616) saw a stock increase of over 6%, currently at 8.5 HKD with a trading volume of 112 million HKD, following the announcement of acquiring a 2.57% stake in the core business unit of Hongzun International for 69.02 million RMB [1] Group 1 - The acquisition will be paid through the issuance of 9.5716 million shares at a price of 8.01 HKD per share, equivalent to the closing price on November 28 [1] - Post-acquisition, the company will hold a 99.76% stake in Qiseyu Pearl, which specializes in the production and sales of pearlescent pigments and mica functional fillers [1] - Huayuan Securities has initiated coverage on the company, highlighting its advantages in pearlescent mica branding and synthetic mica production capacity, and has given a "Buy" rating [1]
收购案藏隐忧?标的天一化学曾业绩大变脸,亚星化学年内扭亏机会几何?
Mei Ri Jing Ji Xin Wen· 2025-11-24 10:49
Core Viewpoint - The acquisition of Tianyi Chemical by Yaxing Chemical is seen as a potential opportunity for the latter to escape its ongoing losses, but the stability of the target's performance and the details of the transaction are under scrutiny [2][3][15] Group 1: Acquisition Details - Yaxing Chemical plans to acquire 100% of Tianyi Chemical through a combination of issuing shares and cash payments, with a share price set at 5.83 yuan per share [1][3] - As of the signing date of the proposal, the audit and evaluation of the target assets have not been completed, and the final transaction price remains undecided [1][3] - Tianyi Chemical's second-largest shareholder, Shandong High-tech Investment Co., has a history of transferring shares and is involved in the current acquisition [1][2][7] Group 2: Financial Performance - Yaxing Chemical's stock price increased by 85.42% from the beginning of the year until the suspension of trading, despite the company reporting a net loss of 144 million yuan in the first three quarters of 2025 [1][2] - Tianyi Chemical's net profit has significantly declined from 240 million yuan in 2021 to an estimated 54 million yuan in 2023, indicating a drastic change in performance [1][8][14] - The financial struggles of Yaxing Chemical are evident, with net profits dropping from 109 million yuan in 2022 to 6 million yuan in 2023, and projected losses of 99 million yuan in 2024 [14][15] Group 3: Industry Context - Tianyi Chemical operates in the brominated flame retardants sector, which has a significant market share in China, with some products holding over 50% domestic market share [10][11] - The bromine industry is facing challenges, including a tightening supply and increasing reliance on imports, with domestic production expected to decline from 70,100 tons in 2021 to 58,300 tons in 2024 [11][12] - The demand for brominated flame retardants is influenced by the real estate and construction sectors, which are currently experiencing a downturn [11][13]
两家A股公司,被证监会立案调查
财联社· 2025-11-21 13:18
今日晚间,聚石化学、豪尔赛两家上市公司相继发布公告称被证监会立案调查。 下载财联社APP获取更多资讯 豪尔赛同日公告称,公司近日收到中国证监会下发的《立案告知书》, 因涉嫌信息披露违法违规,中国证监会对公司进行立案。 公司将积 极配合调查工作,目前各项经营活动正常有序开展,本次立案不会对公司经营和管理造成重大影响。 豪尔赛是一家致力于智慧光艺、智慧文旅、智慧城域建设和发展的科技创新型企业。前三季度公司实现营业收入2.65亿元,同比下降 29.79%;归属于上市公司股东的净利润亏损0.26亿元,同比下降523.96%。 二级市场表现方面,该股今日股价收于16.21元/股,总市值约24亿元,今年上涨超41%。 聚石化学公告称,公司于2025年11月21日收到中国证监会下发的《立案告知书》, 因公司涉嫌信息披露违法违规,中国证监会决定对公司 立案。 目前公司各项经营活动和业务均正常开展,将积极配合中国证监会的相关工作,并及时履行信息披露义务。 聚石化学主要经营化工原料和化工新材料的研发、生产和销售。前三季度公司实现营业总收入29.63亿元,同比下降7.17%;归母净利润 576.84万元,同比扭亏;扣非净利润亏损2 ...
三美股份(603379) - 浙江三美化工股份有限公司2025年前三季度主要经营数据公告
2025-10-27 09:01
证券代码:603379 证券简称:三美股份 公告编号:2025-067 一、2025 年前三季度主要产品的产量、销量及收入实现情况 | 主要产品 | 产量(吨) | 营业收入 外销量(吨) (万元人民币) | | | --- | --- | --- | --- | | 氟制冷剂 | 132,633.12 | 95,412.79 | 380,028.14 | | 氟发泡剂 | 14,465.48 | 6,540.78 | 15,629.58 | | 氟化氢 | 100,369.91 | 50,139.25 | 41,768.10 | | 合计 | 247,468.51 | 152,092.82 | 437,425.82 | 注:公司产品外销量低于产量主要是部分产品内供作为下游产品原料使用所致。 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 浙江三美化工股份有限公司 2025 年前三季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。 浙江三美化工股份有限公司(以下简称"公司")根据《上海证券交易 ...
祥源新材前三季净利同比增长超94%,营收4.4亿元
Zheng Quan Shi Bao Wang· 2025-10-20 23:44
Core Insights - Xiangyuan New Materials (300980) reported a revenue of 440 million yuan for the first three quarters of 2025, representing a year-on-year increase of 32.34%, with a net profit attributable to shareholders of 40.65 million yuan, up 94.49% year-on-year [1] - The company achieved a net profit of 20.51 million yuan in the third quarter, marking a 105.37% increase compared to the same period last year [1] Group 1: Business Performance - The growth in performance is primarily attributed to an increase in sales revenue during the reporting period [1] - The company has established itself as a well-known supplier of polyolefin, polyurethane, and silicone foam materials in China, with production bases in Hubei, Anhui, Thailand, and Vietnam [1] Group 2: Product Development and Market Position - In the consumer electronics sector, the company has become a key partner for major smartphone manufacturers like OPPO, vivo, Xiaomi, and HUAWEI by producing 0.06mm thick IXPE materials, breaking the foreign monopoly on materials below 0.2mm thickness [1] - The company has also developed colored 0.5mm anti-static IXPE materials, positioning itself as one of the few domestic producers of such materials [1] Group 3: Automotive and International Market Expansion - In the automotive interior materials sector, the company has successfully begun mass production of IXPP materials, supplying brands such as Ford, Changan, and Great Wall, thus breaking the previous foreign supply monopoly [2] - The company has seen a 13.1 percentage point increase in overseas revenue share, supported by the expansion of local customer support teams that have shortened order response times [2] Group 4: Future Prospects - The company is currently developing humanoid robot-related products, which are still in the R&D and sampling phase [2] - Future plans include further developing terminal channels in the consumer electronics sector and expanding into new applications such as smart home and robotics, while also focusing on high-end IXPE and PU materials [2]