证券代码：603931 证券简称：格林达 公告编号：2025-035 杭州格林达电子材料股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》的 要求，杭州格林达电子材料股份有限公司（以下简称"公司"）现将 2025 年半 年度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况： | | 2025 | 年 1 月-6 | | 月产量 | 2025 | 年 1 | 月-6 | 月销量 | 2025 年 1 | 月-6 | 月销售 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （吨） | | | | | （吨） | | 金额（万元） | | | | | | | 38,088.65 | | | | 37,030.81 | | | 28,879.91 | | | 主要产品 主要功能湿电子化 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2] Core Viewpoints - The report highlights the potential for long-term growth in Xinjiang, supported by continuous policy empowerment and significant economic achievements in the region [5][22] - Xinjiang is positioned as a core area for national energy security, with rapid development in coal chemical industries and substantial investments planned [23] - The chemical industry is expected to enter a new long-term prosperity cycle, driven by supply-side reforms and improved demand from policy initiatives [8] Market Performance - The basic chemical industry index outperformed the Shanghai Composite Index by 0.2 percentage points this week, with a weekly increase of 2.3% [11] - Year-to-date, the basic chemical industry index has risen by 16.3%, outperforming the Shanghai Composite Index by 7.8 percentage points [11] Investment Opportunities - The report suggests focusing on investment opportunities in Xinjiang, particularly in sectors such as civil explosives, chemical engineering, and resource-based enterprises [5][23] - Key companies to watch include: - Civil Explosives: Yipuli, Jiangnan Chemical, Guangdong Hongda, Xuefeng Technology, Kailong Co [5] - Chemical Engineering: Sanwei Chemical, China Chemical, Donghua Technology, Sinopec Refining Engineering [5] - Resource-based Enterprises: Guanghui Energy, Baofeng Energy, Hubei Yihua, Tianfu Energy, Xinjiang Tianye [5] Product Price Movements - The report notes significant price increases in various chemical products, with hydrochloric acid rising by 900% and ammonium chloride by 13.3% [30][32] - Conversely, prices for some products like trichlorosucrose have decreased by 28% [30][32] Company Announcements - Companies such as Qixiang Tengda and Jiahuan Energy have reported significant operational updates and financial results, indicating a positive trend in revenue and profit growth [24][25][27]

证券代码：603120 证券简称：肯特催化 公告编号：2025-011 肯特催化材料股份有限公司 2025年第一季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 肯特催化材料股份有限公司（以下简称"公司"）根据上海证券交易所《上 海证券交易所上市公司自律监管指引第 3 号行业信息披露：第十三号——化工》 有关规定和披露要求，现将 2025 年一季度主要经营数据披露如下： 三、主要原材料价格变动情况 注：上表中，水溶液产品的产量和销量全部折百计算；产量含自用量，销量 系对外销售量。 1 主要产品 2025 年 1-3 月产量 （吨） 2025年1-3月销 量（吨） 2025年1-3月销售金 额（万元） 季铵盐 3,788.66 3,116.59 7,123.06 季铵碱 670.74 636.48 4,282.48 季鏻盐 278.68 298.10 2,056.00 冠醚 23.77 7.99 276.43 其他 345.33 345.06 649.73 一、主要产品的产量、销量及收入实现情况 二、主要产品 ...