Core Viewpoint - China Chemical (601117.SH) reported an increase in production load and sales for its Tianchen Qixiang project since June, with significant growth in the sales volume of hexanediamine, hexanedinitrile, and nylon 66. However, a planned maintenance shutdown in August is expected to lead to a decrease in sales revenue [1] Group 1 - The production load of Tianchen Qixiang has increased to 85% since June [1] - There has been a substantial increase in the sales volume of hexanediamine, hexanedinitrile, and nylon 66 [1] - The sales revenue for industrial new materials has seen a significant increase in June [1] Group 2 - The profit margin for industrial new materials is not fully aligned with the growth in sales revenue [1] - A maintenance shutdown is scheduled for August, which will likely result in a decline in sales revenue [1]

Group 1 - The core viewpoint is that China Chemical (601117.SH) has seen a significant increase in sales of its industrial new materials, particularly in June, with a total sales figure of 14.68 billion, indicating a substantial month-on-month growth [1][3] - Since June, Tianchen Qixiang's production load has increased to 85%, leading to a boost in the output of products such as adiponitrile, hexamethylenediamine, and nylon 66, contributing to the sales surge [1] - The company anticipates a decline in sales revenue after August due to scheduled maintenance and repairs on the project, despite the profit margin for industrial new materials improving [1] Group 2 - The total sales of industrial new materials from January to May amounted to 40.21 billion, while the sales from January to June reached 54.89 billion, highlighting a significant increase in sales during June [3] - There are inquiries regarding the sustainability of the sales growth in industrial new materials and whether the profit margin has improved alongside the sales increase [3]