8 服 热 导发 E 户网 站 100 - 100 la pa www.itf.com.cn 400-8888-598 ts No 180 14/1 | | | | 投资咨询业务资格:证监许可【2012】 31号 | | ITC国贸期货 | | --- | --- | --- | --- | --- | --- | | | | | 国贸期货研究院 | 蜈致 据 日报 期货从业号:F305427 | | | | | | 能源化工研究中心 陈一凡 | 投资咨询证号:Z0015946 | 2025/07/11 | | 指标 | | 2025/07/09 | 2025/07/10 | 涨跌值 | 行情评述 | | | 晋城大烟煤 | 900. 00 | 900. 00 | 0. 00 | | | | 内蒙动力煤 | 630. 00 | 630. 00 | 0.00 | | | 77 74 | 川渝液化气 | 4350.00 | 4350. 00 | 0. 00 | | | | 国际大然气 | 11.64 | 11.72 | 0. 09 | | | | 太仓 | 2375.00 | 2380.00 | 5.00 | 昨 ...

Core Viewpoint - The company, Baolait, is actively expanding its product offerings in the medical device sector, particularly in blood purification and peritoneal dialysis, while focusing on innovation and meeting clinical needs. Product Development - In 2024, the company developed new products including polypropylene (PP) shell blood dialysis devices and special formula dialysis concentrates, which have received regulatory approval [2] - The BioView anesthesia video laryngoscope and S200 smart enteral nutrition pump were showcased at CMEF in April 2025, featuring advanced technology for improved patient care [2] - The S200 pump has received a Class II registration certificate [2] Industry Landscape - As of the end of 2023, there were 916,600 blood dialysis patients in China, an increase of 72,300 from the previous year, maintaining a compound annual growth rate of over 10% over the past decade [4] - The company has established production bases for dialysis products across various regions in China, including Northeast, North, East, Central, South, and Southwest [3] Strategic Focus - The company is focusing on the peritoneal dialysis market, having launched the PD600 device with IoT capabilities for remote monitoring and automation [5] - The company is also involved in blood perfusion technology through its investment in Suzhou Tongkang, which has developed a disposable blood perfusion device [5] Future R&D Directions - The company aims to enhance its product offerings by integrating smart technology and addressing clinical pain points, with a focus on high-end, intelligent, and IoT-enabled medical devices [6] - In the renal medical sector, the company plans to continue developing differentiated dialysis consumables and explore technologies related to peritoneal dialysis and CRRT [6] 2025 Development Goals - The company will concentrate on its two main businesses, aiming to leverage opportunities in medical infrastructure expansion, hospital upgrades, and domestic substitution [7] - The focus will be on developing high-margin products for critical care and anesthesia, while improving operational efficiency across production bases [8] Financial Performance - In Q1 2025, the company reported a main revenue of 248 million yuan, a year-on-year decrease of 7.17%, while net profit attributable to shareholders increased by 298.35% to 14.45 million yuan [9] - The company’s gross margin stood at 27.39%, with a debt ratio of 45.06% [9]

市场逻辑： ③ MTO需求有增，但传统需求相对疲软，季节性需求波动及市场谨慎心态仍抑制价格上行高度。 甲醇行业周度报告 [2025年6月5日] 表1 甲醇及相关产品周度价格一览表 | 产品 | 区域/类别 | 本期均值 | 上期均值 | 涨跌值 | 涨跌幅 | 单位 | | --- | --- | --- | --- | --- | --- | --- | | 上游 | 鄂尔多斯动力煤 | 498 | 494 | 4 | 0.81% | 元/吨 | | | Q5500 | | | | | | | 甲醇 | 太仓 | 2274 | 2255 | 19 | 0.84% | 元/吨 | | | 鄂尔多斯北线 | 1884 | 1931 | -47 | -2.43% | 元/吨 | | 下游 | 华东宁波 PP | 7080 | 7134 | -54 | -0.76% | 元/吨 | | | 华东冰醋酸 | 2475 | 2485 | -9 | -0.36% | 元/吨 | | | 山东甲烷氯化物 | 2264 | 2179 | 85 | 3.90% | 元/吨 | 数据来源：隆众资讯 本期（2025年5月30日-6 ...

注：其他有机化合物类产品乙烯酮均为自产自用，产品双乙烯酮大部分自产自用。 三、主要原材料的价格变动情况（含税） 一、主要产品的产量、销量及收入实现情况（不含税） 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（元） 食品饲料添加剂 9,903.03 9,376.49 189,015,637.08 医药农药中间体 10,774.09 11,087.67 141,738,895.61 颜(染)料中间体 4,435.43 4,358.27 92,981,154.51 其他有机化合物 21,641.87 8,524.48 47,664,569.07 农化类产品 2,798.36 3,261.58 120,338,962.51 贸易商品 不适用 不适用 78,368,591.40 二、主要产品的价格变动情况（不含税） 主要产品 2024 年 1-3 月 平均售价（元/吨） 2025 年 1-3 月 平均售价（元/吨） 一季度同比 变动比率 （%） 一季度环比变 动比率（%） 食品饲料添加剂 19,994.28 20,158.46 0.82 -2. ...

证券代码：600141 证券简称：兴发集团 公告编号：临2025-029 转债代码：110089 转债简称：兴发转债 湖北兴发化工集团股份有限公司 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个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号——化工 （2022 年修订）》的要求，湖北兴发化工集团股份有限公司（以下简称"公 司"）现将2025 年第一季度主要经营数据披露如下： 注：1.特种化学品主要包括电子化学品、食品添加剂以及用于油田、水处理、医药等领域的其它精细 化学品和助剂，下同；2.农药产品包括草甘膦原药与制剂、百草枯原药与制剂、2,4-滴、烟嘧磺隆、咪草 烟原药等，下同；3.肥料包括磷酸一铵、磷酸二铵及复合肥产品，下同；4.有机硅系列产品包括DMC 及下 游深加工产品，下同。 主要产品 2025 年1 至3 月产量 （万吨） 2025 年1至3月销量 （万吨） 2025 年1 至3 月销售金额 （万元） 特种化学品 12.04 13.18 129,343.27 农药 ...