央视网消息：随着世界多地气温不断攀升，各类能带来"清凉"的产品出口火热。记者发现，风扇帽、宠物冰垫等小型清凉用品格外受到海外客 户欢迎。 泰国采购商奥德表示，这些产品质量不错，而且价格也合适，很适合他们国家。 据了解，商家还敏锐捕捉到了全球宠物市场的新商机。在这家店铺里，新上架的宠物冰垫和宠物冰脖供不应求。 在义乌国际商贸城，各类新奇的"小玩意儿"吸引着外国采购商的目光。在这家店铺，装上了太阳能风扇的帽子吸引了不少采购商。 义乌国际商贸城经营户袁茶芳介绍，普通充电款式如果没电还需要带充电宝，蓄电后才能继续工作，太阳能就不用担心这个问题。 阿富汗采购商阿卜杜尔表示，他非常喜欢中国的清凉产品，不仅设计美观，而且这样的产品在他们那里市场前景广阔。 平常的产品加上创意的巧思就能卖出好价钱。在这家伞店，带风扇的防晒伞一拿上货架就被采购商一扫而光。针对国外客户的喜好，店主还设 计了多种不同尺寸的防晒伞。 冰柜尺寸调整的背后是强大的定制能力。企业所在的商丘民权县，聚集了制冷产业上下游企业140余家。针对非洲电压不稳定问题，企业联合 当地合作伙伴，将冷柜电压适应范围拓宽至160—260伏。当产品在超过40摄氏度地区因"热保护 ...

随着世界多地气温不断攀升，各类能带来"清凉"的产品出口火热。记者发现，风扇帽、宠物冰垫等小型清凉用品格外受到海外客户欢迎。 在义乌国际商贸城。各类新奇的"小玩意儿"吸引着外国采购商的目光。在这家店铺，装上了太阳能风扇的帽子吸引了不少采购商。 阿富汗采购商 阿卜杜尔：我非常喜欢中国的清凉产品，不仅设计美观，而且这样的产品在我们那里市场前景广阔。 记者发现，商家还敏锐捕捉到了全球宠物市场的新商机。在这家店铺里，新上架的宠物冰垫和宠物冰脖供不应求。产品里填充的凝胶，可快速吸收宠物散发 的热量，并将热量排散出去。 泰国采购商 奥德：这些产品质量不错，而且价格也合适，很适合我们国家。 义乌市沣沛宠物用品公司店长 楼锦锦：南美的，有墨西哥、智利、巴西、阿根廷这些国家，很多都提前到这里来采购。 外贸电商平台阿里国际站数据显示，近30天，便携式小风扇、移动式空调、制冰机、双门冰箱、冰柜等成为采购商采购的热门品类，销售额同比增长近 77%。 义乌国际商贸城经营户 袁茶芳：普通款充电款式，没电还得带充电宝，还要蓄电才会有电继续工作，太阳能就不用担心考虑这个问题。 平常的产品加上创意的巧思，就能卖出好价钱。在这家伞店，带风扇的防晒 ...

分析师 汪 毅 证券研究报告 | 投资策略研究*专题报告 2025 年 06 月 30 日 投资策略研究 无法复刻的广场协议之下，杠铃权重再审视——周度策略行业配置 观点 一周热点事件复盘：数据映证美国经济"滞胀"，中国首张稳定币中资券 商牌照落地，小米 YU7 订单热度远超预期。本周（2025 年 6 月 23 日-2025 年6 月27日）A股呈现上扬姿态，有突破平台的迹象。上证指数周涨1.91%， 深证成指周涨 3.73%，创业板指周涨 5.69%，科创 50 周涨 3.16%，全市场 日均成交额上升到 1.49 万亿元。本周稳定币概念股成为最活跃的板块。 前半周受香港《稳定币条例》8 月生效、国泰君安国际获批虚拟资产全牌 照等政策利好刺激，板块热度升高。但后半周国际清算银行（BIS）和欧 洲央行警示稳定币的洗钱风险及金融稳定性隐患，叠加美国 SEC 强化审计 要求，导致市场情绪骤降，Circle 股价单日暴跌超 10%，国泰君安国际股 价亦有所回落，板块内出现显著分化。市场风格方面，A 股整体风险偏好 有明显回暖，政策驱动效应在券商板块和军工板块相对显著，在交易情绪 整体转暖的背景下，前期上涨较多的银 ...

Core Viewpoint - The company aims to enhance operational quality and profitability through the "Quality Improvement and Efficiency Enhancement Return" action plan for 2024 and 2025, responding to the Shanghai Stock Exchange's initiative to protect investor interests and boost confidence [1][2]. Group 1: Business Performance and Strategy - The company focuses on its four main business segments: fluorocarbon chemicals, fluorine-containing polymer materials, fluorine-containing fine chemicals, and chemical raw materials, achieving a revenue of 4.605 billion yuan in 2024, a year-on-year increase of 5.42% [2][3]. - Domestic sales showed strong growth, with revenue reaching 2.988 billion yuan in 2024, up 15.30% year-on-year, increasing its share of total revenue from 60.97% in 2023 to 67.30% in 2024 [3]. - The company successfully raised 1.736 billion yuan through a targeted stock issuance, which will support the construction of a new energy materials industrial park [2][3]. Group 2: Innovation and Development - The company is committed to product iteration and upgrading, focusing on the development of second and third-generation refrigerants and accelerating the innovation of fourth-generation refrigerants [4]. - A total of 17 new patents were added in 2024, including 3 invention patents and 14 utility model patents, enhancing the company's technological capabilities [5]. - The company has established a research and development system that integrates various research institutes to improve innovation efficiency and protect intellectual property [5]. Group 3: Investor Relations and Communication - The company emphasizes high-quality information disclosure, having published 6 regular reports and 122 temporary announcements in 2024, and has received an "A" rating for information disclosure from the Shanghai Stock Exchange for two consecutive years [6][7]. - A cash dividend of 57 million yuan was distributed to shareholders in 2024, with a planned increase to 117 million yuan in 2025, representing a year-on-year growth of 105.82% [5][6]. Group 4: Corporate Governance - The company is enhancing its internal governance structure and compliance awareness, conducting training for board members and senior management to improve operational efficiency [8][9]. - An employee stock ownership plan was implemented, covering 388 employees and aligning their interests with those of the company and shareholders [9][10].

山东联创产业发展集团股份有限公 投资者关系活动记录表 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （请文字说明其他活动内容） □ | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 15 (周四) 下午 15:00~16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、总裁兼财务负责人王宪东 | | 员姓名 | 2、董事、董秘刘凤国 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、您好！你们到底有没有固态电池研发项目，2024 年上半 | | | 年回复说年底中试，现在到底进展如何？ | | | 您好！公司与中山大学合作开发的固态电解质项目，目前正 | | 投资者关系活动 | 在 ...

基础化工 2025 年 05 月 11 日 行 业 研 究 基础化工 新材料周报：华谊集团拟收购氟化工新材料龙头， 中国智能手机 Q1 出货量增长 9%达 6870 万部 投资要点： 行 业 定 期 报 告 本周行情回顾。本周，Wind 新材料指数收报 3615.83 点，环比上涨 2.83%。 其中，涨幅前五的有长阳科技(11.81%)、飞凯材料(11.71%)、润阳科技(11.64%)、 金宏气体(10.64%)、道恩股份(10.19%)；跌幅前五的有上海新阳(-2.37%)、泛亚 微透(-2.14%)、鼎龙股份(-1.95%)、南大光电(-1.94%)、沃特股份(-1.86%)。六 个子行业中，申万三级行业半导体材料指数收报 6083.24 点，环比上涨 3.14%； 申万三级行业显示器件材料指数收报 1036.87 点，环比上涨 3.87%；中信三级 行业有机硅材料指数收报 5856.94 点，环比上涨 1.55%；中信三级行业碳纤维 指数收报 1215.39 点，环比下跌 0.68%；中信三级行业锂电指数收报 1707.93 点，环比上涨 5.34%；Wind 概念可降解塑料指数收报 1796.17 ...

股票代码：002915 股票简称：中欣氟材 浙江中欣氟材股份有限公司 | 投资者关系活动类 | □特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及人 员姓名 | 线上参与中欣氟材 2024 年年度网上业绩说明会的投资者 | | 时间 | 2025 年 05 月 08 日（星期四）下午 15:00-17:00 | | 地点 | "中欣氟材投资者关系"微信小程序 | | 上市公司接待人员 | 董事长：徐建国先生 | | 姓名 | 董事兼董事会秘书、财务总监：袁少岚女士 | | | 董事兼总经理：王超先生 | | | 独立董事：杨忠智先生 | | | 1、问：公司 2024 年营业收入同比增长 10.5%，但归母净 | | | 利润却同比下降 15.2%，请问净利润下滑的主要原因是什 | | | 么？ | | | 答：尊敬的投资者，您好！公司 2024 年营业收入同比增长 | | 投资者关系活动主 | 10.5%，但归母净利润却同比下降 ...

【DT新材料】 获 悉 ，5月7日， 上海华谊集团股份有限公司 (以下简称"华谊集团")发布公告称，拟以现金方式收购 上海华谊三爱富新材料有限公司 (以下简称"三 爱富")60%的股权，交易价格为40.91亿元。 华谊集团表示，本次收购是围绕公司重点布局"新能源、新材料、新环保、新生物"四新领域的战略性举措。 三爱富 作为氟化工全产业链企业，其氟化工产品是新 能源、半导体等战略新兴产业的核心材料。 通过收购可以实现公司在含氟聚合物、氟碳化学品及含氟精细化学品领域的业务拓展，进一步完善公司在先进材料和 精细化学品方面的布局。 公告称，此次收购能够丰富华谊集团精细化工业务的产品矩阵： 华谊集团原有业务以甲醇、醋酸等煤化工及基础化学品为主，并布局了以涂料及树脂为主的精细 化工业务。三爱富则专注于高附加值的 氟化工 产品，如氟聚合物、氟精细化学品、第四代制冷剂等 。 公告表示，收购能够促成华谊集团产业链上下游联动：三爱富的氟化工产品广泛应用于涂料、医药、农药等领域，与华谊集团现有业务的终端市场能够良好协同 互补，如华谊集团的甲醇可作为氟产品合成的原料，而三爱富的 PVDF 作为涂料的原料，也有助于推动华谊集团的涂料业 ...

Core Viewpoint - ST Lianchuang is focusing on its operational performance and future growth strategies despite facing challenges such as administrative penalties and stock market fluctuations [1][9]. Group 1: Financial Performance - In Q1 2025, the company reported a main revenue of 161 million yuan, an increase of 12.2% year-on-year [10]. - The net profit attributable to shareholders was 5.0164 million yuan, up 132.25% year-on-year [10]. - The net profit after deducting non-recurring items was 2.0795 million yuan, an increase of 110.23% year-on-year [10]. - The company's debt ratio stood at 18.29%, with investment income of 2.2727 million yuan and financial expenses of -9,700 yuan, resulting in a gross profit margin of 13.8% [10]. Group 2: Business Strategy and Development - The company is actively working on the development of solid-state battery technology in collaboration with Zhongshan University, currently in the small-scale testing and process design phase [2][5]. - The company has a production capacity of 10,000 tons for the fourth-generation refrigerants, with another 10,000 tons under construction, aiming to capture market opportunities due to regulatory changes in the industry [4][5]. - The company plans to increase revenue through market expansion and technological innovation, focusing on new customer acquisition and application areas [5][6]. Group 3: Market Outlook and Challenges - The company is aware of the significant demand for power batteries driven by emerging technologies such as robots, flying cars, and new energy vehicles, and is positioning itself to accelerate solid-state battery production [2][5]. - The management is addressing the decline in revenue, which was 6.9 billion yuan in 2024, down 11% from 2023, by implementing specific market expansion plans [2][5]. - The company is committed to maintaining compliance and improving governance to protect the interests of small investors amid market volatility [3][9].

Summary of Conference Call Notes Company and Industry Involved - **Company**: 巨化股份 (Juhua Co., Ltd.) - **Industry**: Refrigeration and Air Conditioning Industry Key Points and Arguments Market Demand and Performance - The number of visitors at the 2025 Refrigeration Exhibition has increased, indicating strong domestic and foreign demand, which is expected to drive company performance growth this year [2][4] - The Chinese air conditioning industry benefits from domestic economic recovery, global warming, and the Belt and Road Initiative, with significant export potential, especially in markets with low air conditioning penetration like India [2][7] Product Development and Opportunities - The fourth-generation refrigerants are maturing, with new projects in Gansu signaling a large release of domestic capacity that meets environmental standards and market demand, presenting growth opportunities for related companies [2][10] - The exit of 3M from the fluorinated materials market creates opportunities for the fluorinated refrigerant market, with Juhua establishing a joint venture for commercial promotion and focusing on semiconductor fluids and high-end fluorinated oils [2][28] Regulatory Environment - The national quota management mechanism requires a 10% reduction in application volume by 2029, necessitating strict control of production quotas while considering domestic and international market demands and environmental requirements [2][15] Market Trends and Insights - Genuine market research should focus on current market demands and trends, such as transparent initial installation market data, increasing production volumes, and the impact of weather on consumer markets, which may indicate strong annual performance for companies like Juhua [2][16] - The air conditioning industry faces challenges from a declining real estate market but also has significant export potential due to the Belt and Road Initiative and increasing demand from global warming [2][8] Future Projections - The industry is expected to see a significant increase in fourth-generation refrigerant production capacity, with a projected capacity of 35,000 tons by 2029 [2][11] - Companies must consider long-term planning and adapt to technological changes while maintaining current operations and focusing on innovation and patent development to secure competitive advantages [2][20] Price Dynamics - The price fluctuations in the refrigerant market are primarily influenced by supply and demand dynamics, with significant price increases expected in 2025 due to high demand and supply shortages [2][21][22] Strategic Planning - Juhua has a clear strategic plan for R&D and innovation, focusing on fluorinated materials and new refrigerants, while also addressing potential patent restrictions and ensuring a competitive edge through technological advancements [2][29][30] Industry Competitiveness - The Chinese chemical industry has made significant progress from a "copying" model to one of independent innovation, with the potential to surpass international leaders in certain areas through technology introduction and self-research [2][31] Economic Outlook - The overall economic environment in 2025 is expected to be stable, with positive export conditions and a focus on safety and industry realities, supporting future growth [2][32]