三聚氯氰

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美联新材涨2.19%,成交额1.16亿元,主力资金净流入376.38万元
Xin Lang Cai Jing· 2025-08-26 02:32
8月26日,美联新材盘中上涨2.19%,截至09:59,报13.07元/股,成交1.16亿元,换手率1.67%,总市值 92.96亿元。 资金流向方面,主力资金净流入376.38万元,特大单买入458.31万元,占比3.96%,卖出472.16万元,占 比4.08%;大单买入3402.62万元,占比29.38%,卖出3012.38万元,占比26.01%。 美联新材今年以来股价涨60.57%,近5个交易日涨1.48%,近20日涨7.13%,近60日涨34.88%。 资料显示,广东美联新材料股份有限公司位于广东省汕头市美联路1号,成立日期2000年6月20日,上市 日期2017年1月4日,公司主营业务涉及从事高分子复合着色材料的研发、生产、销售和技术服务,为客 户提供塑料着色一体化解决方案。主营业务收入构成为:三聚氯氰38.40%,色母粒38.05%,其他 8.78%,液碱8.26%,高性能颜染料4.13%,电池隔膜2.38%。 美联新材所属申万行业为:基础化工-塑料-改性塑料。所属概念板块包括:小盘、熔喷布、PCB概念、 专精特新、低空经济等。 截至8月20日,美联新材股东户数2.31万,较上期增加1.54%; ...
天德化工(00609):全球主要的氰化钠及其衍生物生产商,采取降本增效措施
环球富盛理财· 2025-07-14 02:08
Investment Rating - The report does not explicitly state the investment rating for Tiande Chemical Core Insights - Tiande Chemical is a major global producer of sodium cyanide and its derivatives, founded in 1993 and listed on the Hong Kong Stock Exchange in 2006. The company focuses on research, development, manufacturing, and sales of fine chemical products, with a production base in Weifang Binhai Economic and Technological Development Zone [2][4] - In 2024, the group's gross profit significantly dropped to approximately RMB 228 million, a year-on-year decrease of around 48.2%, primarily due to a more substantial decline in product prices compared to production costs. The gross profit margin fell to 12.1%, down 9.0 percentage points year-on-year, while revenue decreased to approximately RMB 1.874 billion, a decline of about 9.9% [3][5] - The group has implemented various measures to reduce costs and improve efficiency, including enhancing raw material self-sufficiency, optimizing procurement strategies, improving production processes, and expanding automated production [3][5] Summary by Sections Company Overview - Tiande Chemical is one of the leading producers of sodium cyanide and its derivatives in China and globally, with a focus on fine chemical products. The company has a large production facility with advanced automated production lines and R&D laboratories [2][4] Financial Performance - The group's performance faced pressure in 2024, with a significant drop in gross profit and revenue. The overall selling price of products decreased, leading to a decline in gross profit margin and revenue [3][5] Cost Management - The group has taken steps to manage costs effectively, including the commercial production of raw material production lines, optimization of procurement strategies, and enhancement of production efficiency through automation [3][5]
美联新材(300586) - 2025年05月09日投资者关系活动记录表(2024年度业绩说明会)
2025-05-09 09:46
Group 1: Company Overview and Strategic Projects - The company is investing a total of 3 billion CNY in the first phase of the new energy and polymer materials industrialization project, which aims to produce 300,000 tons of color masterbatch, 600,000 tons of ferrous sulfate, 100,000 tons of water treatment agents, and 800,000 tons of sulfuric acid annually [3] - The project is strategically located in resource-rich areas, leveraging local cost advantages to create a circular economy system, thereby reducing overall production costs [3] - The project is expected to be completed by June 2026, enhancing the company's market competitiveness and profitability [3] Group 2: Product Development and Capacity - The company has established an annual production capacity of 200 tons for EX electronic materials, which are used in high-frequency copper-clad laminates for various advanced applications [3] - The company plans to expand its production capacity of sodium-ion battery materials, with a current capacity of 1,000 tons and an expected increase to 5,500 tons by the end of the year [5] - The company’s color masterbatch production capacity is approximately 130,000 tons, with a total capacity of 90,000 tons for melamine [8] Group 3: Market Growth and Industry Trends - The global market for melamine is projected to grow from 4.222 billion CNY in 2023 to 7.479 billion CNY by 2029, with a compound annual growth rate (CAGR) of 9.90% [6] - The global color masterbatch market is expected to increase from 94.686 billion CNY in 2023 to 129.834 billion CNY by 2029, reflecting a CAGR of 5.21% [6] - The sodium-ion battery market is anticipated to grow from approximately 500 million USD in 2023 to 610 million USD in 2024, with a five-year CAGR of 21.42% [6] Group 4: Competitive Advantages - The company has a complete investment layout across the sodium-ion battery supply chain, including cathode materials, separators, and battery systems, which enhances its competitive edge [5] - The company serves over 4,000 customers globally, covering more than 40 countries and 20 provinces in China, indicating a strong market presence [7] - The company has multiple national invention patents and high-tech products, continuously increasing R&D efforts to meet diverse customer needs [7]
宿迁联盛(603065) - 宿迁联盛2024年度主要经营数据的公告
2025-04-28 10:22
宿迁联盛科技股份有限公司 关于 2024 年度主要经营数据的公告 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。 证券代码:603065 证券简称:宿迁联盛 公告编号:2025-030 宿迁联盛科技股份有限公司(以下简称"公司")主营业务为高分子材料防老 化助剂及其中间体的研发、生产与销售,根据上海证券交易所发布的《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》及相关 要求,现将公司 2024 年度主要业务板块经营数据披露如下: 注:本年度中间体生产主要用途为自用; 二、主要化工产品和原材料的价格变动情况 (一)2024 年度公司主要化工产品价格变动情况(不含税) | 主要产品 | | 平均售价(万元/吨) | | 同比变动比率 (%) | 四季度与三季度环比 | | --- | --- | --- | --- | --- | --- | | | 2024 | 年 | 2023 年 | | 变动比率(%) | | 受阻胺光稳定剂 | 4.73 | | 5.18 | -8.69 | 6.94 | ...
宿迁联盛(603065) - 宿迁联盛2025年第一季度主要经营数据的公告
2025-04-28 10:22
证券代码:603065 证券简称:宿迁联盛 公告编号:2025-031 | 主要产品 | | | 平均售价(万元/吨) | | | | 同比变动比率 (%) | 环比变动比率 (%) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 年 2025 1-3 | | 月 | 2024 | 年 1-3 | 月 | | | | 受阻胺光稳定剂 | | 4.57 | | | 4.78 | | -4.39 | -7.30 | | 复配制剂 | | 3.54 | | | 3.69 | | -4.07 | 2.61 | | 阻聚剂 | | 3.65 | | | 3.24 | | 12.65 | -5.44 | 1 主要产品 生产量(吨) 销售量(吨) 营业收入(万元) 受阻胺光稳定剂 4,702.06 3,709.94 16,963.52 复配制剂 1,708.90 1,747.51 6,177.67 阻聚剂 136.75 417.40 1,522.85 中间体 8,749.76 601.05 1,648.01 一、主要产品的产量、销量及收入实现情况 ...
美联新材携辉虹科技亮相国际橡塑展 共推创新前沿产品
Zheng Quan Shi Bao Wang· 2025-04-18 06:20
全球橡塑行业瞩目的"CHINAPLAS2025国际橡塑展"4月15日至18日期间在深圳国际会展中心开幕。作为 橡塑行业的年度盛会,本次展会吸引了逾4500家优质展商参展,预计观众总数将突破33万人次,其中海 外观众超7万名。美联新材(300586)携手控股企业辉虹科技以创新科技与前沿产品亮相此次盛会。 据悉,本次展会国际化程度显著提升,除传统华南地区客户占比偏高外,来自东南亚地区的专业采购团 组表现也尤为突出。欧美及中东地区客商到访量也实现增长。针对国内客户,本届展会不仅实现新客开 拓量同比增长20%,更深化与100余家核心存量客户的战略合作。现场美联新材技术团队为客户们提供 更高效的色母粒解决方案。 作为一家以创新为驱动力的高新技术企业,美联新材致力于推动材料科学领域的突破性发展。公司通过 持续引进国际领先的生产设备和技术工艺,不断优化产品性能,以满足市场对高性能、环保型材料的多 元化需求,积极践行可持续发展理念。美联新材主营产品包括色母粒、三聚氯氰、电池湿法隔膜(基膜 和涂覆膜)和高性能颜料。 美联新材已通过建立完善的客户服务体系,为客户提供定制化解决方案,同时高度重视战略合作伙伴关 系的构建,与多家国内 ...