以下文章来源于佳华精化 ，作者佳华精化 佳华精化 . 佳华精化凭借在塑料添加剂行业的丰富研发及应用经验，旨在成为中国最具活力的塑料添加剂供应商。 2025年6月20日，由佳华精化—北京化工大学联合成立的绍兴佳北新材料有限责任公司开业典礼圆满 成功！我们满怀喜悦，携手并肩，共同开启崭新篇章！ 打造技术转化新标杆 校企联动 绍兴佳北新材料有限责任公司由浙江佳华精化股份有限公司与北京化工大学联合成立 ，公司聚焦于 无卤阻燃新材料的研究与开发。 佳北新材料的成立不仅能够加速佳华精化阻燃产品的更新换代和技 术升级，也为高校科研成果的转化提供了实践平台。北京化工大学也将通过佳北新材料，将多年积 累的科研成果进行市场化应用，实现科研价值最大化。 见证全新起航 共话合作愿景 仪式开始前，我们带领各位嘉宾参观了佳华精化企业文化，通过近距离探访，深入感受佳华精化独特 的文化底蕴。 安全 从每一件小事做起 日 行 / 1 7 00 15 Clop BEIJING UNIVERSITY OF CHEMICAL TECHNOLOGY 佳华精化 兴佳北新 (量) 北京化2大学 ICIVO #99 (国) 北京化2 ICIVO shem ...

Group 1 - The core theme of the event was "A Better Life Comes Through," showcasing the extensive applications and solutions of polyolefins, contributing to the industry's transition towards low-carbon and high-quality development [1] - The company emphasizes that innovation is the only way to respond to intense competition in the polypropylene industry, aiming to enhance product performance and achieve brand premium to increase market share [2] - The company plans to continue investing in the Chinese market, with a focus on product research and development, highlighted by the launch of new products such as the Hyperform HPN 1000ei polypropylene high-performance additive [2] Group 2 - The polypropylene solutions provided by the company are designed to reduce resource consumption at the design stage and empower applications, promoting low-carbon transformation and reshaping recycling value [3] - The core product, Millad NX 8000 clarifier, supports sustainable development by benefiting both upstream and downstream processes in polypropylene production and enabling material replacement to enhance polypropylene performance [3] - The company is expanding the innovative application boundaries of transparent polypropylene through deep collaboration with upstream and downstream partners, offering competitive sustainable material solutions across multiple industries [3] Group 3 - The company is enhancing the recyclability of polypropylene to help the industry reduce carbon emissions, addressing challenges related to achieving desired transparency and food-grade requirements in recycled polypropylene [4] - Collaboration with PureCycle aims to promote a new technology that cleans all additives from recycled polypropylene, allowing it to meet the same transparency standards as food-grade new polypropylene [4] - The company views the Chinese market as a priority and is committed to contributing to sustainable development in China [4]

具体市场表现的判断或投资建议二嘉宾所说信息或所表述的意见均不构成浙商证券研究所研究观点如果嘉宾发布的观点和浙商研究所发布的观点有分歧或不一致这也请作为一种不同的研究视角供投资者参考三依照监管要求和保密原则未经合法授权严禁录音记录转发 感谢您的理解和配合若本次交流内容不慎流出或涉嫌违反上述情形的我们将保留追究法律责任的权利再次感谢您对这张证券的理解和配合谢谢 众所周知最近的中美关税政策有点超预期对市场造成了极大的影响化工行业内也同时存在着风险和机遇以成和技为主的部分化工品也有望在本次的变动中受益我们今天给大家重点讲一下本次关税政策对于成和技以及对应标的成和科技会有哪些影响 首先是核心逻辑我们认为本次关税政策将会给国产的成科技带来前所未有的机会由于额外的关税政策海外成科技厂商可能会通过涨价的方式将关税成本向下游进行传导从而导致海外成科技的竞争力逐步减弱同时关税的政策还可能导致国内关键领域产品如成科技的国产替代进程加快基于以上两点成科科技作为国内的成科技龙头有望迎来量价提升业绩增长有望超预期 那么超预修的点在哪里呢?之前全市场或者按照之前大家对于诚荷的业绩预测来讲国产诚荷剂的替代量订单预计每年为新增20%但由于本次 ...