花旗发布研报称，中集安瑞科过去一个月的股价升幅跑赢恒指，相信主要是由于其商业航空业务正快速 发展。该行预计在低利率环境下，中集安瑞科的清洁能源业务及化工业务亦见复苏。该行提及，根据中 集安瑞科管理层的说法，公司今年的相关业务收入已超过1亿元人民币，其中50%来自海外。尽管该业 务收入有限，但由于早前中国国家航天局发布《推进商业航天高质量安全发展行动计划(2025—2027 年)》，因此该业务或可成为中集安瑞科的快速增长部分。 中集安瑞科(03899)涨超3%，截至发稿，涨3.12%，报9.93港元，成交额3959.08万港元。 消息面上，据新华社此前报道，国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划 (2025-2027年)》，明确五方面22项重点举措，推进商业航天高质量发展和高水平安全。其中明确，"鼓 励商业航天布局航天产业链相应环节""重点支持商业航天主体开发新技术、新产品，挖掘应用新场 景""完善商业航天发展（000547）投融资体制机制，设立国家商业航天发展基金"等。 ...

Core Viewpoint - The company has no plans to divest its chemical business, as confirmed through investor interactions [1] Group 1 - The company has clarified its operational scope, which does not include the business activities of its subsidiaries [1]

Core Viewpoint - Huatai Co., Ltd. (600308) indicates that its current stock price does not fully reflect its intrinsic value, despite stable operations and strong cash flow [1] Group 1: Financial Health - The company reports stable production and operations, with ample cash flow [1] - The asset-liability ratio is at a relatively low level within the industry [1] Group 2: Business Operations - Core businesses in paper and chemical sectors are operating steadily [1] - The company possesses strong market competitiveness [1] Group 3: Future Plans - The company will strictly implement its valuation enhancement plan [1] - There will be a continued focus on core business operations and optimization of business structure [1] - The aim is to deliver better performance to all shareholders [1]

Group 1: Johnson Matthey's Catalyst Technology Business Sale - Johnson Matthey announced the sale of its catalyst technology business to Honeywell for £1.8 billion (approximately RMB 17.4 billion), expected to complete in the first half of 2026 [2] - The catalyst technology business is a leader in the synthesis gas sector and has a strong sustainable technology portfolio, which will provide Johnson Matthey with £1.6 billion in cash [2] - Post-sale, Johnson Matthey will be restructured to focus on clean air and platinum group metals services [2][3] Group 2: Honeywell's Acquisition - Honeywell stated that the acquisition complements its UOP business and expands its capabilities in refining and petrochemical catalysts [2] - The expanded product portfolio will enable Honeywell to offer comprehensive solutions for producing low-emission fuels, including sustainable methanol and sustainable aviation fuel [2] Group 3: Goodyear's Chemical Business Sale - Goodyear Tire & Rubber Company announced the sale of most of its chemical business to Gemspring Capital for approximately $650 million (around RMB 6.3 billion), expected to close by the end of 2025 [4] - The transaction includes Goodyear's chemical plants in Houston and Beaumont, Texas, and related research offices in Akron, Ohio, along with a long-term supply agreement [4] - Goodyear's CEO emphasized the commitment to optimizing the portfolio and creating shareholder value through this sale [4]