工程塑料助剂需求较好，公司满负荷生产，正在 积极进行产能扩张；公司下属矿山中拥有丰富的 稀有金属资源，未来几年金属量预计会持续增加 ——0225调研日报 2026/02/25 16:20 今日内容： 瑞丰高材：工程塑料助剂需求较好，公司满负荷生产，正在积极进行产能扩张 【公司积极调整PVC助剂产品结构】 近几年PVC助剂行业整体增速较慢。其中ACR和CPE竞争激烈、毛利较低；公司MBS产品技 术含量较高，主要与日本钟渊、韩国LG、美国陶氏等外资企业竞争，且下游大部分需求来自 消费品行业（透明包装等），与地产关联度较低，需求较好。公司积极调整产品结构，通过 差异化竞争策略，重点开发片材、卡材、包装薄膜、药包材等非地产领域，传统业务仍保持 稳定增长。 【工程塑料助剂需求较好，公司满负荷生产】 公司目前工程塑料助剂产能为1万吨/年，当前需求较好，处于满负荷状态。2024年度，工程 塑料助剂实现营业收入1.07亿元，较2023年增长212.46%；2025年上半年，工程塑料助剂实 现营业收入6,723万元，同比增长82.49%。 【正在积极进行产能扩张】 公司正在实施6万吨/年工程塑料助剂新建项目，计划分两期建设：一 ...

证券日报网2月24日讯 ，瑞丰高材在接受调研者提问时表示，近几年PVC助剂行业整体增速较慢。其中 ACR和CPE竞争激烈、毛利较低；公司MBS产品技术含量较高，主要与日本钟渊、韩国LG、美国陶氏 等外资企业竞争，且下游大部分需求来自消费品行业（透明包装等），与地产关联度较低，需求较好。 公司积极调整产品结构，通过差异化竞争策略，重点开发片材、卡材、包装薄膜、药包材等非地产领 域，传统业务仍保持稳定增长。 （文章来源：证券日报） ...

南财智讯2月24日电，瑞丰高材在投资者关系活动中表示，公司工程塑料助剂产能为1万吨/年，当前处 于满负荷状态；正在实施6万吨/年工程塑料助剂新建项目，分两期建设，一期建设2万吨/年产能及全部 配套设施，争取于2026年底投产；二期4万吨/年产能将根据一期产能利用率、产品销售及产能爬坡情 况，计划于2027年适时启动。 ...

证券代码：300243 证券简称：瑞丰高材 债券代码：123126 债券简称：瑞丰转债 山东瑞丰高分子材料股份有限公司 投资者关系活动记录表 | 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 电话会议 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 东北证券 | | 时间 2026 | 年 2 月 13 日 | | 参会方式 | 电话会议 | | 公司参会人员 | 总经理助理赵子阳 | | | (口头交流内容表述可能存在误差，如与正式公告内容冲突， | | | 请以正式公告披露内容为准) | | | 本次交流会中，互动问答的主要内容如下: | | | 问题一：公司传统 PVC 助剂业务的行业格局如何？怎样应对下 | | 交流内容及具体 | 游地产行业景气度低迷的影响？ | | 问答记录 | 答：近几年 PVC 助剂行业整体增速较慢。其中 ACR 和 CPE | | | 竞争激烈、毛利较低；公司 MBS 产品技术含量较高，主要与日 | | | 本钟渊 ...

证券日报网讯 2月13日，瑞丰高材在互动平台回答投资者提问时表示，公司成立之初便致力于实现PVC 塑料助剂ACR/MBS的国产化替代，成功打破了欧美日韩的技术垄断。为拓展公司业务版图，近年来公 司持续聚焦产业转型升级，开发工程塑料助剂、新能源电池粘结剂SBR系列、环氧树脂增韧剂等产品， 都是公司对标国外先进企业，瞄准国产化替代方向推出的新产品。其中，PC/ABS增韧改性剂（MBS- GM系列产品）国内主要以进口日本钟渊、美国陶氏、韩国LG产品为主，目前公司该产品已经实现批量 销售，成功实现了对日本/美国等同类牌号的产品的替代，正在进一步开拓市场，提升产品国产化率； ABS高胶粉的高端牌号产品国际厂商以韩国锦湖、巴斯夫等为主，目前公司该产品已实现批量销售。公 司工程塑料助剂近几年销量增幅明显，2024年度该产品实现销售收入超1亿元，同比增长212.46%，占 公司总营业收入的5.33%，预计2025年度仍维持较高增速。上述新产品目前占公司营业收入的比例较 低，短期内对公司业绩影响有限。 （文章来源：证券日报） ...

全新的Hiformer液体助剂核心优势包括可快速减少熔体破裂、具有优异的薄膜透明保持度、良好的泡管 稳定性，以及降低黑点和凝胶形成。在三层高密度聚乙烯(HDPE)纸塑复合薄膜中，该液体配方可在 0.12%至0.15%的目标添加比例下使用，并在20分钟内消除鲨鱼皮缺陷。 据介绍，除加工性能外，新型液体助剂解决方案还可适配更低的加工温度，与固体加工助剂相比，可有 效降低能耗。该配方可兼容电晕处理、火焰处理、印刷和复合操作等各类标准下游工序，能够顺畅融入 现有生产流程。埃万特此次推出的全新Hiformer不含PFAS加工助剂级别产品均在亚洲本土生产，产品 供应覆盖全球市场。 中化新网讯 2月4日，埃万特宣布，将旗下Hiformer品牌不含全氟和多氟烷基物质(PFAS)加工助剂系列产 品拓展至亚洲市场，同时推出两款适用于聚烯烃薄膜应用的新型液体助剂，为客户提供含硅氧烷基和非 硅氧烷基的两种不含PFAS液体加工助剂配方。 ...

Core Viewpoint - Millad ClearX9000, the fifth-generation polypropylene clarifier launched by Milliken, offers enhanced transparency with reduced additive usage, targeting applications in food packaging, household storage, and healthcare [1] Group 1: Product Features - Millad ClearX9000 reduces the amount of clarifier needed to achieve ultra-high transparency in polypropylene [1] - The product lowers the migration and leaching rates of polypropylene, which is crucial for food contact materials and medical applications [1] - It enhances processing compatibility, helping manufacturers reduce downtime, waste, and improve production efficiency [1] - The clarifier can be used in blends of virgin resin and post-consumer recycled (PCR) resin, providing flexibility in material usage [1] Group 2: Market Focus - Milliken aims to assist clients in overcoming material limitations in the polypropylene sector, particularly in high-standard applications such as food packaging and healthcare in the Chinese market [1]

Core Viewpoint - Millad ClearX 9000, the fifth-generation polypropylene clarifier launched by Milliken, offers superior transparency with reduced additive usage, targeting applications in food packaging, household storage, and healthcare [1] Group 1: Product Advantages - The new clarifier reduces the amount of clarifying agent needed, achieving high transparency with lower additive usage [1] - It lowers the migration and leaching rates of polypropylene, which is crucial for food contact materials and medical applications [1] - Enhanced processing compatibility helps manufacturers reduce downtime, waste, and improve production efficiency [1] - The clarifier can be used in blends of virgin and post-consumer recycled (PCR) resins, providing flexibility in material usage [1] Group 2: Market Focus - Milliken aims to assist clients in overcoming material limitations in the polypropylene sector, particularly in high-standard applications like food packaging and healthcare in the Chinese market [1]

Group 1 - The company, Ruifeng High Materials, announced the convening of its sixth board meeting on October 31, 2025, to discuss the appointment of a new deputy general manager [1] - For the year 2024, the revenue composition of Ruifeng High Materials is as follows: PVC additives account for 94.35%, engineering plastic additives account for 5.33%, and others account for 0.31% [1] - As of the report date, the market capitalization of Ruifeng High Materials is 2.8 billion yuan [1]

Core Insights - Epoxidized soybean oil (ESO) is recognized as a non-toxic, biodegradable environmental plasticizer and thermal stabilizer with excellent thermal and light stability, indicating a broad application prospect [1][11] - Global policies since 2016 have increasingly restricted non-environmental plasticizers, creating a favorable environment for ESO's development in China, which has implemented various regulations to promote green alternatives [1][6] - China, as the largest PVC producer and consumer, is projected to produce approximately 23.28 million tons of PVC in 2024, providing significant market space for ESO [1][10] Industry Overview - ESO, also known as epoxidized soybean oil, is derived from the epoxidation of soybean oil, characterized by its yellowish transparent liquid form and excellent thermal and light stability [2] - The classification of ESO includes ordinary grade (purity ≥ 98%) for industrial PVC products and high-purity grade (purity ≥ 99%) for food contact and medical applications [3] Market Dynamics - The global ESO market is expected to reach approximately $722 million in 2024, with China's market projected at around 1.45 billion yuan, and is anticipated to grow to $990 million globally and over 2 billion yuan in China by 2030 [1][13][11] - The market is currently dominated by industrial-grade ESO, which accounts for about 74.6% of the global market share, primarily used in plastics, rubber, and coatings [11] Competitive Landscape - The ESO industry exhibits high market concentration, with major players including Hai'erma, Cargill, CHS, BASF, and domestic leaders like Jiaao Enpro and Xinjinlong, collectively holding about 45% of the global market share in 2024 [1][13][14] Policy Environment - The development of ESO is significantly influenced by global regulatory frameworks that restrict traditional plasticizers, with China implementing stringent standards across various sectors, including food packaging and medical devices [6][10] Future Trends - The ESO industry in China is expected to transition towards high-end, green, and diversified products, focusing on technological innovation and product development to meet increasing performance demands [15] - The industry will likely see a shift from traditional applications to emerging fields such as renewable energy and electronic packaging, enhancing the competitive landscape through integrated solutions [17]