（文章来源：证券日报） 证券日报网讯 2月26日，金发科技发布公告称，公司全资子公司江苏金发再生资源有限公司近日获江苏 省科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合颁发的高新技术企业证书，为原证书到 期后的重新认定，金发再生2025年至2027年连续三年可按15%税率缴纳企业所得税。 ...

（文章来源：证券日报） 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，合成SBR是MBS产品的前置环节，公司在 SBR合成领域已拥有多年技术积淀，转产电池粘结剂SBR产品具有先天优势。SBR作为重要的电池粘结 剂产品，目前主要依赖日本进口。公司从2024年开始布局该产品，已推出多个牌号产品，能够满足在 3C、储能领域的应用，但在部分动力电池高端领域与日本产品仍存在一定差距，目前正同步推进技术 优化与下游客户技术导入工作。产能规划方面，依托公司成熟的MBS产线，产能储备充足，无需额外 大规模新建产线。 ...

（文章来源：证券日报） 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，PVC价格上涨对助剂需求有利好作用，客 户会预判囤货、提升产品库存，带动助剂需求增加；若原材料价格平稳，需求回暖会推动公司产品涨 价，进而提升毛利率。今年以来，受PVC价格上涨及PVC助剂主要原料丁二烯、苯乙烯等产品涨价的影 响，公司相应调整了PVC助剂的产品价格。 ...

Core Viewpoint - The Guangdong Securities Regulatory Commission has uncovered multiple financial fraud activities by 聚石化学, including inaccurate revenue accounting, undisclosed related party transactions, and inadequate internal controls [2][4]. Group 1: Financial Misconduct - 聚石化学 engaged in false trade activities through its subsidiary, 广东冠臻科技, resulting in inflated revenues of 86,550,865.69 yuan and inflated costs of 88,238,071.82 yuan, leading to a profit reduction of 1,687,206.13 yuan [2][3]. - Another fraudulent trade involved the company participating in a third-party trade chain, inflating both revenue and costs by 52,236,440.86 yuan, without any actual commercial substance [3]. - The company also reported inflated revenue of 18,020,070.80 yuan and costs of 17,995,752.21 yuan from sales of isooctane, which did not involve actual goods being shipped [3]. Group 2: Regulatory Actions and Penalties - The Guangdong Securities Regulatory Commission has mandated corrective actions, issued warnings, and imposed a fine of 2.4 million yuan on 聚石化学, along with penalties totaling 4.3 million yuan on four executives involved [3][4]. - The company has been ordered to improve its internal controls and enhance the quality of information disclosure to prevent future misconduct [4]. Group 3: Impact on Business and Future Outlook - 聚石化学's acquisition of 冠臻科技 has turned out to be unsuccessful, with the latter's performance deteriorating significantly post-acquisition, leading to substantial losses for 聚石化学 [5][6]. - The company anticipates a net loss of between 90 million to 120 million yuan for 2025, a stark contrast to a profit of 23,614.68 million yuan in the previous year, primarily due to the impact of the international oil market and operational challenges [6][7]. - Despite divesting 冠臻科技, 聚石化学 continues to face difficulties in returning to pre-IPO performance levels, with ongoing challenges in its diversified business operations [7].

2026.02. 03 上海市政府副秘书长朱民在活动现场的致辞中提出，上海正致力于成为全球游客体验 "中国年"的首选之地，春节期间将举办马年迎春为主题的 "跨年迎 新季"，诚挚邀请国际友人共赴"海派新春盛宴"。 本文字数：2009，阅读时长大约4分钟 作者 | 第一财经 缪琦 "中国对我们一直都很重要。"作为跨国企业高管中的中国女性代表，科思创全球高级副总裁、中国区总裁雷焕丽在2月3日举行的2026年在沪外籍人士 代表新春送福活动上这样对第一财经表示。就在10天前，科思创在中国的全新热塑性聚氨酯（TPU）生产基地正式投产，成为在华投资加码的最新例 证。 同样出现在当天活动现场的波兰投资贸易局中国区首席代表尤德良（Andrzej Juchniewicz）说一口地道的普通话。他告诉第一财经，自己昨天刚从山 东回到上海，带了波兰的企业考察当地的投资项目。面对全球严峻复杂的形势，企业普遍投资谨慎，但对于新能源等新质生产力，波兰企业投资中国不 乏动力。近年来中国对波兰等国施行免签政策，吸引了越来越多从波兰进入中国的人，也带动了更多的经贸合作。"大家都知道春节对中国是很特殊的 节日，很多工厂和公司都会放假，所以大部分波兰 ...

Core Viewpoint - The company Xinjinlu (000510.SZ) is expected to report a loss of 180 million to 228 million yuan in 2025, indicating a significant increase in losses compared to the previous year [1] Financial Performance - The projected loss represents a year-on-year change of -187.81% to -264.55% [1] - The non-recurring loss is estimated to be between 178 million to 230 million yuan [1] Market Conditions - The company's main product, PVC resin, has been experiencing low price fluctuations, contributing to the anticipated losses [1] - The financial impact is further exacerbated by provisions for inventory, fixed assets, and intangible asset impairments [1]

慧正资讯，2026年1月22日，科思创宣布其位于广东珠海的全新热塑性聚氨酯（TPU）生产基地一期工程顺利投产。 2023年科思创宣布该投资计划，珠海生产基地共分三期建设，占地面积4.5万平方米，一期投产后年产能可达3万吨，将精准对接IT电子、汽车 制造、鞋材等核心行业对高性能TPU材料日益增长的需求。预计在2030年代全面建成后，最大年产能将达12万吨，届时将成为科思创全球规模 最大的TPU生产设施。 近年，全球TPU产能布局逐步呈现"外资深耕中国、内资向上突破"格局。外资企业加速将产能向亚太转移，科思创珠海基地分三期建设，一期 3万吨产能精准对接IT电子、新能源汽车等高端需求，2030年代全面建成后将成为其全球TPU业务枢纽。2024年巴斯夫湛江基地TPU装置投产， 打造全球最大单一TPU生产线，该生产线年产能达12万吨，主要服务于工业、消费品和交通等领域。 国内企业则通过产能扩张与技术攻坚实现突围。万华化学烟台产业园TPU产能将达21万吨，美瑞新材河南基地特种异氰酸酯项目落地，打破高 端原料进口依赖。头部企业加速产业链一体化布局，华峰化学虽并购计划受阻，但仍持续深耕TPU业务，道恩股份等中小企业则聚焦细分 ...

Core Viewpoint - The company,沃特股份, expects a significant increase in net profit for 2025, projecting a range of 57 million to 70 million yuan, which represents a growth of 55.75% to 91.28% compared to the previous year [1] Financial Projections - The net profit attributable to shareholders is projected to be between 57 million and 70 million yuan, indicating a year-on-year growth of 55.75% to 91.28% [1] - The net profit excluding non-recurring gains and losses is expected to be between 28 million and 35 million yuan, reflecting a growth of 0.62% to 25.77% year-on-year [1] Strategic Initiatives - The company aims to overcome external uncertainties and the impact of increased depreciation from new capacity by deepening its platform strategy in specialty polymer materials [1] - The focus is on providing innovative material solutions for global clients in high-frequency communications, computing servers, new energy vehicles, low-altitude economy, semiconductors, and robotics [1] Product Performance - Sales growth in specialty polymer materials such as liquid crystal polymers (LCP), specialty nylon, and polyphenylene sulfide (PPS) is expected to positively impact operational performance [1] Acquisition Impact - The acquisition of 华尔卡密封件制品 (now renamed 上海沃特华本密封件制品有限公司) is anticipated to generate positive effects on non-operating income, estimated to be between 23 million and 26 million yuan due to negative goodwill [1]

Core Viewpoint - The company,沃特股份, has confirmed its involvement in LCP film technology, which has high technical barriers and is dominated by only three companies globally, with 沃特股份 being the only domestic company to achieve a breakthrough in this technology [2] Group 1: Company Information - 沃特股份 is engaged in a central budget core technology project related to LCP film, which is expected to pass acceptance by 2025 [2] - The company has disclosed relevant information regarding the LCP film project in its announcement dated August 27, 2025 [2]

格隆汇12月26日丨日科化学(300214.SZ)在投资者互动平台表示，公司目前的塑料发泡剂产品暂未能应 用于商用航空领域，相关业务情况请以公司法定信息披露媒体发布的公告为准。公司将持续关注相关行 业的最新动态，适时调整研发方向。 ...