政策的延期虽然为中国企业争取了更多时间申请BIS认证，但当下已经有超过30家企业获得BIS认证， 中国企业尚无一家通过，后期通过认证有一定难度。印度BIS认证已经推迟两次，年底落地概率较大， 到时候国内PVC企业若还不能通过认证，出口或减少。 贸易摩擦存在不确定性 贸易摩擦出现以来，中国商品出口明显受到影响，PVC也未能幸免。海关数据显示，1—5月，国内PVC 累计出口170万吨，同比增加56%，创出历史新高。不过，6月份PVC出口环比下降超过25%。即便贸易 摩擦暂时缓和，7月份PVC出口有所恢复，但也未达到5月份水平。 目前来看，虽然贸易摩擦暂时缓和，但是尚未完全解决，后期仍存在一定不确定性。 除此之外，印度官方早些时候宣布，将原定于今年6月24日实施的进口PVC的BIS认证标准政策推迟6个 月，至2025年12月24日执行，此举是基于当前印度PVC进口存在不稳定因素及多家企业的申诉而作出的 调整。 目前印度国内PVC年消费量约400万吨，其中超过250万吨依赖进口，中国是最大供应来源地。目前，中 国出口至印度的PVC占总出口量的45%。但目前中国尚无一家PVC生产企业获得 BIS认证，若政策按原计划执行 ...

截至3月31日，大位科技股东户数16.06万，人均流通股9206股。 8月27日，大位科技盘中上涨8.88%，截至13:17，报9.69元/股，成交18.82亿元，换手率13.9%，总市值 143.86亿元。 资料显示，大位数据科技(广东)集团股份有限公司位于广东省揭阳市榕城区新兴东二路1号，公司主要 从事生产氨基塑料类材料，以先进的技术标准和优质的材料质量，满足多个国际标准认证。成立以来， 秉持极高的质量和环境标准，已经通过ISO9001和ISO14001两项环境管理体系认证。 2025年1月-3月，大位科技实现营业收入1.03亿元，同比增长4.43%；归属净利润5105.52万元，同比增长 1103.78%。 ...

Group 1 - The Indian Ministry of Commerce has imposed anti-dumping duties on PVC suspension resin from China, the US, Japan, South Korea, and other regions, with a maximum tax of $284 per ton [1] - The tax rates for Chinese PVC are set between $122 and $232 per ton, which is an increase of $40 from the preliminary ruling, while the US rate has decreased by $32, indicating a double standard in the application of tariffs [3] - India relies on China for 42% of its PVC imports, and the new tariffs will force local companies to either pay higher prices or face production shortages, which could harm the domestic industry [3] Group 2 - The tax rates for South Korea range from $0 to $169 per ton, while Japan's rates are between $49 and $148 per ton, suggesting a targeted approach against Chinese companies [3] - The Indian construction and agriculture sectors are heavily dependent on PVC, and the imposition of tariffs will lead to increased costs for downstream industries, ultimately affecting Indian consumers [3] - The situation illustrates that trade wars do not yield winners, and aggressive tariff measures may backfire, jeopardizing local industries and employment [3]

Group 1 - The company will hold its third extraordinary general meeting of shareholders on September 3, 2025, at 14:30 [2][4][58] - The voting will be conducted through a combination of on-site and online voting systems provided by the Shanghai Stock Exchange [4][5][58] - Shareholders must register to attend the meeting, with specific documentation required for both corporate and individual shareholders [11][12][14] Group 2 - The company has returned 90 million RMB of idle raised funds to the special account and plans to use 43.5838 million RMB of remaining over-raised funds for permanent working capital [21][20][52] - The total amount of over-raised funds is 285.268 million RMB, with the current proposal representing 15.28% of this total [21][52] - The company has received a no-objection opinion from its sponsor regarding the use of these funds [22][35] Group 3 - The company has previously used idle raised funds temporarily for working capital, with a total of 90 million RMB returned as of August 18, 2025 [21][44] - The company has a history of using over-raised funds for various projects, including the construction of a polystyrene production facility and expansion of flame retardant production [27][48] - The company has committed to not exceeding 30% of the total over-raised funds for permanent working capital within any twelve-month period [31]

据悉，该材料具有卓越的耐热性和耐温稳定性，在70℃、0.8兆帕的严苛工作条件下也能长期使用。同 时，该材料具备优异的耐温度波动能力，能够在冷热交替的环境中保持稳定，不易因温度应力导致开裂 或变形。此外，该材料还具备良好的柔韧性、耐化学腐蚀性和耐低温冲击性。 中化新网讯 8月1日，中化泉州石化有限公司采用茂金属催化剂研发的新一代耐热聚乙烯管材料实现规 模化生产。 在开发过程中，研究团队针对客户使用过程中出现的材料偏软以及加工速率仅能提高至约50米/分钟等 问题进行了分析，并在生产过程中精准调控熔体流动指数，提升熔体内聚力，同时优化添加剂配方，改 善产品加工性能。 ...

近日，中国石油独山子石化塔里木石化分公司收到德国利安德巴塞尔（Lyondellbasell）公司授予高密度 聚乙烯装置的卓越证书。 塔里木石化分公司高密度聚乙烯装置于2021年9月6日一次开车成功，年产能为30万吨，能生产26种不同 牌号的产品。装置开工以来以满足市场需求为出发点，先后开发生产7产品牌号，实现管材、中空、拉 丝、注塑、膜料高密度聚乙烯五大应用领域全覆盖，产品性能优异，特点突出。其中，PE100级管材料 T23050等产品不仅通过国家权威认证，更借助新疆区位优势出口中亚，成为"昆仑"品牌走向国际的名 片。 利安德巴塞尔的Hostalen/Hostalen ACP 全球基准调查极具权威性，是聚乙烯行业公认的"工艺表现国际 统考"。此项调查从装置可靠性、质量、单耗三大维度进行评估，结果直接反映装置在全球同类型装置 中的竞争力层级。获得卓越证书，意味着该装置在生产效率、质量控制、资源利用等核心指标上达到全 球领先水平。证书还显示，塔里木石化分公司高密度聚乙烯装置以100%优质生产的表现斩获 "优质生 产"类别全球第一，标志着装置技术实力与运行水平跻身全球第一梯队。 ...

2024年1至12月份，浙江华业的营业收入构成为：塑料制造占比97.32%，其他占比2.68%。 （文章来源：每日经济新闻） 浙江华业（SZ 301616，收盘价：53.5元）8月11日晚间发布公告称，公司第二届第十三次董事会会议于 2025年8月11日在公司会议室召开。会议审议了《关于修订的议案》等文件。 ...

Financial Data and Key Metrics Changes - The company reported diluted earnings per share of $1.85 in Q2 2025, down from $2.07 in the same period last year, reflecting a decline in earnings [7][23] - Despite the decline, the midpoint of the 2025 earnings guidance was increased to $6.26 from $5.88 due to better-than-expected performance in the Plastics segment [8][29] - The company maintains its original earnings guidance for all other segments, with an expected year-over-year growth of over 7% for the electric segment [30] Business Line Data and Key Metrics Changes - Electric segment earnings increased by $0.02 per share in Q2 2025, driven by timely recovery on capital investments and favorable weather conditions [23][24] - Manufacturing segment earnings decreased by $0.08 per share primarily due to lower product pricing and decreased sales volumes [25] - The Plastics segment experienced a decline in earnings of $0.18 per share, attributed to a 15% decrease in sales prices, although sales volumes increased by 11% [26][27] Market Data and Key Metrics Changes - The company continues to have some of the lowest electric rates in the nation, with 2024 rates being 30% below the national average and 16% below regional peers [18] - The construction and lawn and garden end markets are improving, while recreational vehicle and agricultural end markets are still facing challenges due to high inventory levels [19] Company Strategy and Development Direction - The company is focused on a significant capital investment plan totaling $1.4 billion over five years, aimed at benefiting customers and driving earnings growth [9][30] - The electric segment is projected to have a compounded annual growth rate of 9% through 2029, with a focus on customer-centric investments [12][31] - The company is also working on expanding its manufacturing capabilities, including the BTD Georgia facility and Vinyltech expansion [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term fundamentals of the manufacturing segment despite current down cycles, emphasizing a strong track record of performance during market rebounds [25][31] - The company is monitoring legislative changes that may impact renewable energy projects but expects its current capital investment plan to remain intact [9][10] Other Important Information - The company filed a request with the South Dakota Public Utilities Commission to increase base electric rates for the first time since 2018, proposing to increase net revenues by approximately $5.7 million [11] - The company is finalizing a cost of service analysis in Minnesota and anticipates filing a rate case later this year [12] Q&A Session Summary Question: No questions were raised during the Q&A session - The operator noted that there were no questions in the queue and concluded the call [35][37]

Core Viewpoint - Renxin New Materials (301395.SZ) has announced the completion of the main construction and equipment installation for its "Huizhou Renxin New Materials Phase III Project," which is now ready for trial production [1] Group 1: Project Details - The project will have an annual production capacity of 240,000 tons of General Purpose Polystyrene (GPPS) and 240,000 tons of High Impact Polystyrene (HIPS) [1] - After the project is officially put into production, the total registered production capacity of the company's polystyrene products will reach 480,000 tons per year [1] Group 2: Market Position - The company will rank first in South China and second nationwide in terms of polystyrene production capacity [1]

Core Viewpoint - Renxin New Materials (301395.SZ) has completed the main construction and equipment installation for its "Huizhou Renxin New Materials Phase III Project," and is now ready for trial production [1] Group 1: Project Development - The project has received the approval from Huizhou Emergency Management Bureau for trial production [1] - The total registered production capacity for the company's polystyrene products will reach 480,000 tons per year, making it the largest in South China and the second largest nationwide [1] Group 2: Production Capacity - The company has an annual production capacity of 240,000 tons for general-purpose polystyrene (GPPS) and 240,000 tons for high-impact polystyrene (HIPS) [1]