资料显示，广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或"聚赛龙")成立于1998年,是专业从事 新材料领域改性通用塑料、改性工程塑料、改性特种工程塑料等高分子材料的国家级高新技术企业、国 家级专精特新小巨人企业。2022年3月在深交所创业板上市,股票简称:聚赛龙,股票代码:301131。聚赛龙 总部位于广州从化,在华东、华南建有两大生产基地。公司拥有通用改性塑料、改性工程塑料、功能高 分子材料、塑料合金等产品系列,核心产品通过了美国UL认证、CQC认证。 7月4日，赛龙转债盘中上涨2.07%报139.697元/张，成交额9833.91万元，转股溢价率13.73%。 资料显示，赛龙转债信用级别为"A+"，债券期限6年（第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.70%、第五年2.30%、第六年2.80%），对应正股名称为聚赛龙，转股开始日为2025年1月13日， 转股价36.4元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转 ...

Group 1 - The core point of the article is that Zhejiang Longdi Group Co., Ltd. plans to acquire up to 20.1667% of Ningbo Jujia New Materials Technology Co., Ltd. for no more than 121 million yuan, increasing its stake from 1.3721% to 21.5388% [1][2] - The acquisition aims to strengthen Longdi Group's new materials segment, which has shown significant growth, with projected revenue of 192 million yuan in 2024, representing a year-on-year increase of 51.12% [2] - Longdi Group has a strong focus on the new materials sector, particularly in high-performance LCP (Liquid Crystal Polymer) materials, which are widely used in critical fields such as aerospace and industrial applications [2] Group 2 - Jujia Technology, founded in 2017, specializes in the full industrial chain production and R&D of LCP fibers, films, and resins, making it a key player in the high-tech sector [2] - The investment in Jujia Technology is expected to enhance Longdi Group's product offerings in emerging fields such as automotive electronics and humanoid robots, thereby boosting its sustainable development [2] - Experts suggest that the acquisition will fill Longdi Group's technological gaps in high-end new materials and support the upgrade of its existing products, creating a win-win situation for both companies [2]

以现场与通讯表决方式召开。 证券代码：002324 证券简称：普利特 公告编号： 2025-039 上海普利特复合材料股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或 者重大遗漏。 一、董事会会议召开情况 次会议的会议通知于2025年6月25日以通讯方式发出。 表决结果：7 票同意，0 票反对，0 票弃权 本议案需提交股东会审议。 司法》"）等法律、法规和《公司章程》的规定。 二、董事会会议审议情况 与会各位董事对本次董事会会议议案进行了认真审议，以现场与通讯表决方式进行 了表决，通过了以下决议： 公司在广东拥有稳定且成熟的市场以及优质的上下游资源，基于南沙区便利的地理 交通位置，是辐射华南市场的优选地点。公司与广州南沙经济技术开发区投资促进局本 着平等、自愿的原则，就普利特塑料改性材料华南总部及研发制造基地项目拟签署《项 目投资协议》。 为提高集团公司的市场竞争力，加快公司发展战略布局，快速实现项目落地。公司 出资设立全资子公司广东普利特新材料有限公司，并投资建设普利特塑料改性材料华南 总部及研发制造基地，注册资本 20000 万元。产品包括改性 PP、改性 A ...

Core Viewpoint - Mitsui Chemicals is strategically divesting its 50% stake in Sinopec Mitsui Chemicals Co., Ltd. (SSMC) to Shanghai Gaoqiao Petrochemical Co., Ltd. as part of its global strategy adjustment, focusing on green chemicals and high-performance materials due to declining domestic demand and increasing overseas competition [2][3]. Group 1: Company Actions - The divestment of SSMC is a response to the continuous decline in performance, with a projected loss of 10.6 billion yen for the fiscal year 2025 [3]. - Mitsui Chemicals is considering restructuring its core business units related to basic and green materials, including phenols, industrial chemicals, and sustainable raw materials [2]. Group 2: Industry Context - The domestic phenol production capacity in China has reached 6.39 million tons, with increasing industry concentration, including major players like Zhejiang Petrochemical and Wanhua Chemical [5]. - The industry is facing an oversupply situation, with an expected additional capacity of 995,000 tons in 2025 from various companies [5]. - Recently, INEOS Phenol, the world's largest producer of phenol and acetone, announced plans to permanently cease production in Germany, indicating broader challenges in the chemical sector [4]. Group 3: Remaining Operations in China - Mitsui Chemicals maintains several significant operations in China, including: - Shanghai Sinopec Mitsui Elastomers Co., Ltd., producing ethylene-propylene-diene monomer (EPDM) with an annual capacity of 75,000 tons [6]. - Tianjin Mitsui Nonwoven Fabrics Co., Ltd., producing nonwoven fabrics with an annual capacity of 15,000 tons [7]. - Foshan Mitsui Chemical Isocyanate Co., Ltd., focusing on polyurethane products for the automotive industry [8]. - Zhangjiagang Free Trade Zone Mitsui Yuntuo Composite Materials Co., Ltd., producing high-performance polymer composites [8]. - Plans to expand production capacity in Shanghai for thermoplastic elastomers and adhesive polyolefins by 2026 [8].