皮内达认为，引发关税问题的贸易分歧不会长期悬而未决。全球贸易环境难以承受钢铁与铝成本持续高 企的压力，这两种材料也是众多制造业领域的关键原材料，塑料行业也不例外。塑料行业的压力还来自 设备进口。目前美国扩大了232条款关税覆盖范围，塑料行业进口的塑料机械与模具也被纳入征税清 单。 中化新网讯 近日，美国塑料行业贸易协会(PLASTICS)表示，受关税与贸易政策不确定性抑制制造业活 动影响，2025年美国塑料行业就业岗位预计将减少1.1%，产品出货量预计下降0.5%。 该协会首席经济学家珀西·皮内达指出："总体来看，制造业增长受阻的核心原因在于高关税带来的不确 定性，以及新关税政策与修订政策的不可预测性。关税前景不明确，正拖累包括塑料行业在内的整个制 造业供应链的市场调整节奏。" 更严峻的是，关税压力可能进一步升级。PLASTICS首席执行官马特·西霍尔姆表示，美国商务部已重启 232条款关税的品类纳入流程，未来更多含钢铁、铝成分的产品可能被涉及。西霍尔姆指出："本届政府 已将此事列为优先事项，政府还表示不希望设置任何关税豁免品类，这一态度已引发美国整个制造业的 普遍不满。" 对此，PLASTICS提出抗辩：塑 ...

Group 1 - The core point of the article highlights that *ST Ai Ai has experienced a significant decrease in the number of shareholders, with a reduction of 7,632 shareholders, representing a decline of 45.46% as of June 30, 2025 [1][2] - The average number of shares held per shareholder increased from 7,783 shares to 14,300 shares, while the average market value per shareholder is reported at 216,000 yuan [1][2] - Compared to the plastic industry average, *ST Ai Ai's shareholder count of 9,158 is below the industry average of 26,200 shareholders, and its average market value per shareholder is also lower than the industry average of 220,000 yuan [1][2] Group 2 - From March 31, 2025, to June 30, 2025, *ST Ai Ai's stock price decreased by 13.63%, coinciding with the significant drop in shareholder numbers [1][2] - During the same period, the company saw a net inflow of 19.24 million yuan from institutional investors, while retail investors contributed a net inflow of 4.90 million yuan, despite a net outflow of 24.14 million yuan from speculative funds [2]

Group 1 - The company Qide New Materials (SZ 300995) held its 22nd meeting of the fourth board of directors on August 27, 2025, to review the proposal regarding the full text and summary of the 2025 semi-annual report [1] - For the first half of 2025, Qide New Materials reported that 87.76% of its revenue came from the plastics industry, while other businesses contributed 12.24% [1]

Group 1 - The core revenue composition of Yinhui Technology for the first half of 2025 is as follows: 88.64% from the plastic industry, 10.8% from electrical machinery and equipment manufacturing, and 0.56% from other businesses [1] Group 2 - On August 12, Yinhui Technology announced that its director and general manager, Mr. Lin Dencan, holds approximately 10.37 million shares, accounting for 2.16% of the total share capital [3] - Employee representative director Mr. Zhang Deqing holds about 1.22 million shares, representing 0.26% of the total share capital [3] - Employee representative director Mr. Fu Yi holds approximately 710,000 shares, which is 0.15% of the total share capital [3] - Employee representative director Ms. Tan Ying'er holds about 600,000 shares, accounting for 0.13% of the total share capital [3] - Company secretary Ms. Zheng Guihua holds approximately 680,000 shares, representing 0.14% of the total share capital [3] - The aforementioned directors plan to reduce their holdings by a total of no more than approximately 2.74 million shares, which is 0.57% of the total share capital, within three months after the announcement [3]

Group 1 - The controlling shareholder, Mr. Rao Desheng, plans to reduce his stake in Guangdong Qide New Materials Co., Ltd. by no more than approximately 840,000 shares, which is about 1% of the company's total share capital after deducting repurchased shares [1] - The revenue composition for Qide New Materials in 2024 is as follows: 88.67% from the plastics industry, 7.23% from the mold industry, and 4.1% from the chemical fiber industry [1] - Mr. Rao Desheng directly holds 28 million shares and indirectly holds 13.73 million shares through various entities, totaling 41.73 million shares, which accounts for 49.59% of the company's total share capital [3]

Group 1 - The core viewpoint of the article is that Yinxin Technology (SZ 300221) held its 19th meeting of the 6th board of directors on August 7, 2025, to review the full and summary reports for the first half of 2025 [1] - For the year 2024, Yinxin Technology's revenue composition is as follows: 87.17% from the plastics industry, 12.58% from electrical machinery and equipment manufacturing, and 0.25% from other businesses [1] - As of the report date, Yinxin Technology has a market capitalization of 4.6 billion yuan [1]