醇产业期现日报 投资咨询业务资格:证监许可【2011】1292号 2026年1月8日 张晓珍 Z0003135 甲醇价格及价差 | 品种 | 1月7日 | 1月6日 | 涨跌 | 涨跌幅 | 单位 | | --- | --- | --- | --- | --- | --- | | MA2605 收盘价 | 2267 | 2293 | -26 | -1.13% | | | MA2609 收盘价 | 2247 | 2240 | 7 | 0.31% | | | MA59价差 | 20 | 53 | -33 | -62.26% | | | 太仓基差 | 3 | 3 | 0 | 0.00% | | | MTO05盘面 | -525 | -297 | 42 | -14.14% | | | 内蒙北线现货 | 1848 | 1850 | -3 | -0.14% | 元/吨 | | 河南洛阳现货 | 2083 | 2103 | -20 | -0.95% | | | 港口太仓现货 | 2270 | 2270 | 0 | 0.00% | | | 区域价差: 太仓-内蒙北线 | 423 | 420 | 3 | 0.60% | | | ...

资料显示，三维控股集团股份有限公司位于浙江省台州市三门县海游街道光明中路518号，成立日期 1997年8月29日，上市日期2016年12月7日，公司主营业务涉及轨道交通和橡胶制品。主营业务收入构成 为：聚酯纤维34.23%，BDO及电石32.76%，橡胶制品24.60%，混凝土枕4.78%，其它3.62%。 截至9月30日，三维股份股东户数1.34万，较上期减少2.06%；人均流通股75533股，较上期增加2.10%。 2025年1月-9月，三维股份实现营业收入33.91亿元，同比减少8.50%；归母净利润-1.14亿元，同比减少 311.53%。 分红方面，三维股份A股上市后累计派现2.60亿元。近三年，累计派现5146.71万元。 责任编辑：小浪快报 1月6日，三维股份涨1.41%，成交额8723.39万元。两融数据显示，当日三维股份获融资买入额658.48万 元，融资偿还656.90万元，融资净买入1.57万元。截至1月6日，三维股份融资融券余额合计2.94亿元。 融资方面，三维股份当日融资买入658.48万元。当前融资余额2.93亿元，占流通市值的2.68%，融资余 额低于近一年50%分位水平，处于较 ...

#上交所对天普股份予以监管警示#【上交所对天普股份及有关责任人予以监管警示】上交所对天普橡胶 科技股份有限公司及有关责任人予以监管警示。上交所表示，"人工智能"属于市场热点概念，为投资者 高度关注。公司前期筹划控制权转让事项，涉及人工智能业务相关市场主体，股价已经多次触及异常波 动，并多次发布风险提示公告称主营业务未发生重大变化。在此背景下，本次公司设立经营范围涵盖人 工智能相关业务的全资子公司，可能再次引发市场对公司开展相关业务的猜想。公司在市场已有相关传 闻、股价出现异常波动后又在短时间内变更子公司经营范围，在明知自身无开展人工智能相关业务计划 的情况下，均未在设立子公司后股价出现异常波动的相关公告中进行针对性说明澄清，未充分提示相关 风险，信息披露不准确、不完整，风险提示不充分，可能对投资者决策造成误导。公司上述行为违反了 《上海证券交易所股票上市规则》（以下简称《股票上市规则》）第 1.4 条、第2.1.1 条、第2.1.5条、第 2.1.6 条，《上海证券交易所上市公司自律监管指引第1号——规范运作》第 7.1.1 条等有关规定。（智 通财经） 上海证券交易所 上证公监函〔2026〕0001 号 宁 ...

现在谁还敢买新股，这新股真是堪称"刺客"，韭菜收割机，刚上市，还没等韭菜长出来呢，直接就开始收割了，而且都不是拿镰刀收割，是直接拿收割 机，开始收割了，真的是快，准，狠，一点不带犹豫的！ 看看这只股票，上市10天直接跌了8天，从最高79元跌到了最低49元，而且基本每天都是跳空低开，不管是抄底，还是补仓的，全部被套，真的是只要你 敢买，他就敢买，最后都敢直接把公司卖给你！ 没想到第五天继续低开低走，收盘大跌6.55%，第六天跌0.94%，第七天微跌，第八天跌2.3%，第九天跌1.59%，第十天跌0.45%，上市10天直接跌了8天， 这真的是不打算要公司了，很多股民都想着搏一搏，单车变摩托，幻想着一夜暴富。结果最后却亏得鼻青脸肿，摩托变成了单车！ 看看散户是怎么看的！ 这是妥妥的跌了一年。这股不来个高送转都对不起山顶的兄弟姐妹们。不知元月是不是会有点表现！ 钝刀子割肉，靠的是手功。一点点割肉叫凌迟。 等到没人买时，他就会拉，现在他是左手打右手，一边打边擦 元创股份是一家专业从事研发、生产、销售橡胶履带类产品的企业，主要产品包括农用机械橡胶履带、工程机械橡胶履带和橡胶履带板，产品国内市场占 有率排名第一！ 2022 ...

行业重要动态 硫酸行业保供稳价，助力保障国家粮食安全。据中化新网，12月18日，中国硫酸工业协会联合中国磷复 肥工业协会召开专题会议，聚焦硫酸与磷复肥行业保供稳价工作，明确多项调控措施，以保障春耕前化 肥供应稳定及价格平稳，夯实国家粮食安全的农资保障基础。据中国磷复肥工业协会，磷肥作为粮食 的"粮食"，其供应稳定性直接关乎国家粮食安全大局与农民种粮积极性。当前，国际硫磺供应持续紧 张，直接推高全球硫资源价格，导致磷肥生产原料成本大幅激增。硫酸作为磷肥生产的核心原料，近期 价格波动不断加剧，给磷肥企业正常生产经营带来显著压力。会议提出三项举措，包括硫酸供应向磷肥 生产倾斜、推进建立长期稳定购销关系、合理确定硫酸价格，旨在严格落实"国内优先"供应原则，全力 保障春耕用肥原料需求。据钢联数据，截至12月19日，硫酸（98%冶炼酸，山东）市场价为865元/吨， 12月以来涨幅为8.81%，本年涨幅高达162.12%。隆众资讯预计，在"保供稳价"政策的引导下，后续硫 酸市场将逐步降温，部分区域或出现回调可能。 上海证券近日发布基础化工行业周报：过去一周（12.13-12.19），基础化工指数涨跌幅为2.58%，沪深 3 ...

Core Viewpoint - Yuan Chuang Co., Ltd. (001325) has established itself in the agricultural and engineering machinery sectors by producing rubber tracks and track plates, which are essential components for various tracked machinery used in agriculture and construction [1] Product Overview - The company's main products include agricultural machinery rubber tracks, engineering machinery rubber tracks, and rubber track plates [1] - These products are utilized in a range of machinery such as combine harvesters, excavators, loaders, and pavers, serving different applications in agricultural production and engineering construction [1] Partnerships and Collaborations - The company has formed long-term stable partnerships with well-known domestic and international manufacturers in the agricultural and engineering machinery sectors, including Wode Agricultural Machinery, Weichai Lovol, SANY Heavy Industry (600031), XCMG (000425), Zoomlion Heavy Industry, and Yanmar Group [1] Global Sales Network - Yuan Chuang has developed a global sales network that covers Asia, Europe, North America, Oceania, South America, and Africa, enabling the company to achieve a diversified development strategy [1]

挖贝网12月30日，双箭股份[002381]近日完成董事会和管理层换届工作，聘任沈惠强为公司董事会秘 书。 沈惠强，2006年5月至今在公司先后从事IPO、证券事务相关工作，担任公司证券与投资部经理、证券 事务代表。此前无上市公司董秘工作经验。 薪酬方面，沈惠强薪酬未在上市公司公告中披露，双箭股份前任董事会秘书张梁铨2024年薪酬为84.89 万元可供参考。 公司业绩方面，双箭股份2025年前三季度营业收入19.61亿元，同比增长1.40%，归属于上市公司股东的 净利润5366.43万元，同比减少61.56%。 挖贝网资料显示，双箭股份主要从事橡胶输送带系列产品的研发、生产和销售。 挖贝网12月30日，双箭股份[002381]近日完成董事会和管理层换届工作，聘任沈惠强为公司董事会秘 书。 沈惠强，2006年5月至今在公司先后从事IPO、证券事务相关工作，担任公司证券与投资部经理、证券 事务代表。此前无上市公司董秘工作经验。 薪酬方面，沈惠强薪酬未在上市公司公告中披露，双箭股份前任董事会秘书张梁铨2024年薪酬为84.89 万元可供参考。 公司业绩方面，双箭股份2025年前三季度营业收入19.61亿元，同比增长 ...

1. Report Industry Investment Rating - Not provided in the document 2. Core Viewpoints of the Report - In 2026, with the expansion of China's butadiene production capacity and the shutdown of multiple overseas ethylene plants, China's net butadiene imports are expected to decline, and China's exports to South Korea will increase while South Korea's exports to China will decrease. China will remain the main destination for butadiene shipments from Europe and the United States [1][7] - China's exports of butadiene rubber are expected to continue growing in 2026. The production of butadiene rubber is expected to further increase due to new production capacity and improved profits, and the demand for synthetic rubber in overseas regions will also rise, which will boost China's exports [1][12][15] - Looking ahead to tire exports in 2026, there are still uncertainties before the final ruling of the EU's anti - dumping investigation. The rush to export semi - steel tires may reappear, and the export of all - steel tires will continue to grow but at a slower pace [1][23][25] 3. Summary According to the Directory 3.1 Butadiene: The Global Supply of Butadiene Shifts from the West to the East, and China's Net Butadiene Imports May Decrease - From January to November 2025, China's butadiene imports were 484,900 tons, a year - on - year increase of 28.3%, while exports were 24,600 tons, a year - on - year decrease of 81%. The net imports in the first half of the year were 460,300 tons, an 84.8% year - on - year increase [5] - China's butadiene imports consist of fixed long - term contract imports and arbitrage imports. The long - term contract imports are relatively fixed monthly, and the arbitrage imports depend on the opening and closing of the arbitrage windows between China and South Korea, Europe and Asia, and the United States and Asia. In the second half of 2025, the theoretical import arbitrage window was stably open, and imports were expected to increase compared with the first half of the year. The export volume in 2025 decreased sharply [6] - In 2026, with the expansion of China's butadiene production capacity and the shutdown of multiple overseas ethylene plants, China's net butadiene imports are expected to decline. China's exports to South Korea will increase, and South Korea's exports to China will decrease. China will remain the main destination for butadiene shipments from Europe and the United States. In 2025, China's butadiene production capacity increased by 980,000 tons/year, and in 2026, it is planned to increase by 540,000 tons/year, reaching 8.127 million tons/year. South Korea and Europe will see a contraction in ethylene and butadiene production capacity [7] 3.2 Butadiene Rubber: China's Supply of Butadiene Rubber Further Increases, and Exports Are Expected to Continue Growing - From January to November 2025, China's imports and exports of butadiene rubber were 254,000 tons and 287,000 tons respectively, a year - on - year increase of 3.3% and 33.7%. The imports mainly come from Russia, the Middle East, Japan, and South Korea, with Russia accounting for 57.5%. The exports mainly go to Southeast Asia and Morocco, with the main growth coming from Vietnam, Cambodia, and Morocco [10][11] - In 2026, China's exports of butadiene rubber are expected to continue growing. The production is expected to increase due to new production capacity and improved profits. The production capacity is expected to increase by 190,000 tons/year, reaching 2.312 million tons/year, a 9% year - on - year increase. The demand for synthetic rubber in overseas regions will also rise due to factors such as the EU's anti - dumping investigation on Chinese tires and the substitution of synthetic rubber for natural rubber [12][15] 3.3 Tires: There Are Uncertainties in the EU's Anti - Dumping Measures, and China's Tire Exports Still Face Resistance - From January to November 2025, China's exports of passenger car tires (mainly semi - steel tires) were 2.9637 million tons, a year - on - year decrease of 0.67%. Exports to Europe decreased for the first time since 2020 due to the EU's anti - dumping and anti - subsidy investigations. The production increased by 3.2%, and the inventory was at a high level [21] - From January to November 2025, China's exports of truck and bus tires (mainly all - steel tires) were 4.445 million tons, a year - on - year increase of 5.6%. The main growth came from emerging markets such as Africa and Latin America, while exports to Europe and North America decreased. The production increased by 5.2%, and the inventory decreased [22] - In 2026, there are still uncertainties before the final ruling of the EU's anti - dumping investigation. The rush to export semi - steel tires may reappear, but the intensity may be lower than that in May - July 2025. If the EU imposes high anti - dumping duties on Chinese tires, the annual exports of Chinese passenger car tires will likely decline in 2026, but the long - term growth trend will remain unchanged. The export of all - steel tires will continue to grow but at a slower pace [23][25]

Group 1 - The core issue revolves around two companies, Beiqingsong and Tiantie Technology, facing severe legal and operational challenges, leading to significant investor anxiety [1][3][5] - Beiqingsong, once a star stock, saw its share price plummet from a peak of 131 yuan to 26.5 yuan, an 80% decline, alongside fluctuating profits, including a net loss of 65.63 million yuan in the first three quarters of 2025 [3] - Tiantie Technology's controlling shareholder, Xu Jiding, was criminally detained, raising concerns about the company's governance structure, which is heavily family-oriented, and its financial performance, which has seen over 700 million yuan in cumulative losses from 2023 to the third quarter of 2025 [5] Group 2 - The A-share market is experiencing a surge in regulatory scrutiny, with 18 cases of forced measures against executives in the first seven months of 2025, a 25% increase year-on-year [7] - Common risks in the A-share market include information disclosure loopholes, moral hazards among controlling shareholders, and vulnerabilities in shareholder structures, particularly in companies with low institutional holdings and high pledge rates [8] - Investors are advised to be proactive in defense, monitoring for financial anomalies and governance issues, and to avoid blindly bottom-fishing in stocks that have been subject to legal investigations [10][11]

证券日报网讯12月26日，三力士（002224）在互动平台回答投资者提问时表示，公司产品销售主要采取 经销商模式，通过地区经销商销售给终端客户，目前在全国拥有超过2000家一级二级经销商。公司外销 出口业务销售涵盖全球6大洲，53个国家，内销业务已覆盖全国各个省、自治区、直辖市，并建立了较 为完善的市、县级销售网络。公司已连续29年蝉联中国橡胶V带行业排名第一，是行业的龙头企业。 ...