Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [10] Core Views - The basic chemical index decreased by 0.86% over the past week, underperforming the CSI 300 index by 0.94 percentage points, ranking 12th among all sectors [3][15] - Key sub-sectors that performed well include compound fertilizers (10.93%), textile chemical products (10.36%), coal chemicals (4.81%), polyurethane (3.75%), and soda ash (2.99%) [3][16] - International crude oil prices continued to rise, with Brent and WTI crude oil futures settling at $70.69 and $65.21 per barrel, respectively, marking increases of 7.30% and 6.78% from the previous week [4] - The price of polyester filament has also increased, with weekly average prices for POY 150D/48F, FDY 150D/96F, and DTY 150D/48F rising by 2.99%, 3.84%, and 2.04%, respectively [5] Summary by Sections Market Trends - The basic chemical index's performance was negative, with a decrease of 0.86% compared to a slight increase of 0.08% in the CSI 300 index [3][15] - The top-performing sub-sectors included compound fertilizers, textile chemical products, and coal chemicals, indicating a mixed performance across the industry [3][16] Chemical Price Trends - The top five products with the highest weekly price increases were international fuel oil (9.66%), adipic acid (9.59%), and octanol (8.84%) [4][24] - Conversely, the products with the largest price declines included NYMEX natural gas (-25.76%) and hydrochloric acid (-15.38%) [4][24] Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, high-quality companies like Wanhua Chemical, and agricultural chemicals [10][44] - Specific companies to watch include Jinshi Resources, Juhua Co., and Sanmei Co. in the refrigerant sector, and Huafeng Chemical and New Fengming in the chemical fiber sector [10][44]

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。 上海汇得科技股份有限公司（以下简称"公司"或"汇得科技"）根据上海证券交 易所《上市公司自律监管指引第 3 号行业信息披露：第十三号—化工》及相关要求，现 将公司 2025 年前三季度主要经营数据披露如下： 一、主要产品的产量、销售量及收入实现情况 | 主要产品 | 2025 年 | 1-9 月 | 2025 年 | 1-9 月 | 2025 年 1-9 月 | | --- | --- | --- | --- | --- | --- | | | 产量（吨） | | 销售量（吨） | | 营业收入（万元） | | 革用聚氨酯 | | 132,028.79 | | 133,897.01 | 123,480.49 | | 弹性体及原液 | | 15,252.28 | | 15,121.60 | 17,428.11 | | 聚酯多元醇 | | 27,194.63 | | 27,740.87 | 31,127.41 | 证券代码：603192 证券简称：汇得科技 公告编号：2025- ...

上海汇得科技股份有限公司 关于公司 2025 年一季度主要经营数据的公告 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。 上海汇得科技股份有限公司（以下简称"公司"或"汇得科技"）根据上海证券交 易所《上市公司自律监管指引第 3 号行业信息披露：第十三号—化工》及相关要求，现 将公司 2025 年第一季度主要经营数据披露如下： 一、主要产品的产量、销售量及收入实现情况 | 主要产品 | 2025 年 1-3 月 | 2025 年 | 1-3 月 | 2025 年 1-3 月 | | --- | --- | --- | --- | --- | | | 产量（吨） | 销售量（吨） | | 营业收入（万元） | | 革用聚氨酯 | 40,031.88 | | 40,535.88 | 39,190.23 | | 弹性体及原液 | 4,775.71 | | 4,804.44 | 5,454.62 | | 聚酯多元醇 | 8,762.11 | | 8,796.12 | 10,377.71 | 二、主要产品和原材料的价格变动情况 证 ...