证券代码：002669 证券简称：康达新材 公告编号：2025-086 康达新材料（集团）股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间：2025年1月1日至2025年6月30日 （二）业绩预告情况 ?扭亏为盈 ?同向上升 ?同向下降 项 目 本报告期 上年同期 盈利：5,000.00 万元–5,500.00 万元 归属于上市公司 亏损：5,651.10 万元 比上年同期增长：165.71%–174.12% 股东的净利润 比上年同期增长：188.48%–197.33% 盈利：3,909.76 万元–4,409.76 万元 扣除非经常性损 亏损：5,949.86 万元 益后的净利润 股权产生的投资收益、收到的政府补助及参股公司分红等。 四、风险提示 本次业绩预告是公司财务部门初步测算的结果，未经会计师事务所审计，与 公司2025年半年度报告中披露的最终数据可能存在差异，具体财务数据将在公司 特此公告。 康达新材料（集团）股份有限公司董事会 二〇二五年七月十四日 基本每股收益 盈利：0.168 元/股–0.1 ...

Group 1 - The core viewpoint is that Guangxi plans to establish the first coastal modern coal chemical industry base in the Beibu Gulf region, aiming for a significant increase in industrial output by 2035 [1][2] - The development plan includes the construction of a diverse petrochemical industry system, with key products such as 1.8 million tons/year of methanol and 1.2 million tons/year of acetic acid already in place [1] - The plan aims to create a modern coal chemical industry base characterized by advanced technology and green low-carbon practices, targeting an additional output value of 180 billion by 2035 [1] Group 2 - The strategy focuses on building downstream high-end industrial clusters in four key areas: advanced manufacturing, light industry and textiles, green energy, and carbon reduction [2] - The spatial layout of the industry is based on a "dual-core, one belt, multiple linkages" approach, with key development zones identified in Qinzhou and Beihai [2] - The implementation of this development plan is expected to elevate the local coal chemical industry and serve as a model for green development in the national coal chemical sector [2]

国泰海通证券股份有限公司 关于青岛海泰科模塑科技股份有限公司使用募集资金 向全资子公司增资实施募投项目的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为青 岛海泰科模塑科技股份有限公司（以下简称"海泰科"或"公司"）向不特定对 象发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 《上市公司募集资金监管规则》等有关法律、法规、规范性 文件的规定，对公司使用募集资金向全资子公司增资实施募投项目的事项进行了 核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意青岛海泰科模塑科技股份有限 （证监许可〔2023〕1053 号） 公司向不特定对象发行可转债公司债券注册的批复》 同意注册，青岛海泰科模塑科技股份有限公司向不特定对象发行可转债公司债券 元。扣除发行费用（不含税）人民币 5,196,011.53 元后，实际募集资金净额为人 民币 391,375,588.47 元。 公司募集资金已于 2023 年 7 月 3 日到账，并经中兴华会计师事务所（特殊 （中兴华验字（20 ...

作为国民经济的支柱之一，化工行业的发展质量直接关系产业链供应链的稳定性与实体经济的活力。然 而近年来，行业逐渐陷入"内卷"困局，这不仅制约了自身高质量发展，更对上下游产业产生连锁影响。 据恒力产融化工学院副院长赵曦明介绍，我国化工产能约占全球的45%，当前市场呈现"供需两旺"格 局，整体开工率维持在75%左右，但结构性过剩趋势已然形成，尤其是乙烯、丙烯、聚酯、聚烯烃等产 品仍处于投产周期，这使得行业"内卷求生存、外卷挤压国际市场"的特征愈发明显。 从竞争格局来看，化工行业"冰火两重天"：一边是传统大宗品深陷产能释放与低利润泥潭，一边是高端 电子化学品、生物基化工等细分领域凭借技术突破与政策红利蓬勃发展。"在此背景下，行业未来必然 聚焦新质生产力，走向精细化、一体化、低碳化，在新能源材料与高端新材料的国产替代、生物基与可 降解材料、资源循环与低碳技术、农化与医药中间体等领域重点发力。"赵曦明表示。 当前，化工行业的"内卷"已从单纯的供需错配延伸至全产业链的低价无序竞争，企业陷入"扩产—降价 —亏损—再扩产"的循环。广发期货能化分析师苗扬表示，这种状况不仅削弱了行业整体盈利能力，更 制约了研发投入与技术升级，导致 ...

Group 1 - The core viewpoint is that electricity consumption in China is growing at a rate higher than GDP growth, with an electricity elasticity coefficient around 1.2, indicating a strong relationship between electricity consumption and economic growth [1] - From 2018 to 2024, the electricity consumption growth rate in high-tech and equipment manufacturing industries is significantly higher than the average level of the manufacturing industry, with an annual growth rate of 8.0%, driven by the expansion of high-end manufacturing sectors [1] - The rapid expansion of high-end manufacturing, including new energy equipment, new energy vehicles, semiconductors, and advanced materials, is creating a new driving force for electricity consumption [1] Group 2 - From 2018 to 2024, the electricity consumption in the internet and related data services industry is growing at an annual rate of 19.2%, highlighting the rapid development of the digital economy [2] - The digital economy, represented by the internet, big data, cloud computing, and artificial intelligence, is becoming a significant driver of growth in the tertiary industry, with data centers and computing centers requiring substantial electricity [2] Group 3 - The electricity consumption in the charging and swapping service industry is growing at an annual rate of 74.3% from 2018 to 2024, which in turn drives an 11.8% annual growth in the wholesale and retail industry [3] - The growth in electricity consumption in the charging and swapping services is attributed to the increasing ownership of new energy vehicles, which is also accelerating the development of related service industries [3] - The ongoing push for carbon peak and carbon neutrality is leading to a gradual reduction in energy consumption per unit of GDP, with a cumulative decrease of 11.6% in energy intensity over the first four years of the 14th Five-Year Plan [3]

中国中材国际工程股份有限公司 SINOMA INTERNATIONAL ENGINEERING CO.,LTD. 章 程 （2025 年第三次临时股东大会审议通过后生效） 第一章 总则 第一条 为维护中国中材国际工程股份有限公司（以下简称"公 司"）、股东和债权人的合法权益，规范公司的组织 和行为，根据《中华人民共和国公司法》（以下简称 《公司法》）、《中华人民共和国证券法》（以下简 称《证券法》）和其他有关规定，制订本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有 限公司。 公司于 2001 年 11 月 29 日经国家经济贸易委员会国经 贸企改20011218 号文批准，以发起方式设立；并于 取得企业法人营业执照，公司统一社会信用代码为 第三条 根据《中国共产党章程》规定，设立中国共产党的组 织，党委发挥领导作用，把方向、管大局、保落实。 公司要建立党的工作机构，配备足够数量的党务工作 人员，保障党组织的工作经费。 第四条 公司于 2005 年 3 月 9 日经中国证券监督管理委员会 （以下简称"中国证监会"）批准，首次向社会公众 发行人民币普通股 5800 万股，于 2005 年 4 月 ...

1. 什么是创新? 2. 什么是新材料? 新材料是指通过新思想、新技术、新工 CH 2 PBL 艺、新装备等的应用,使传统对逃性能有明显得高 或产生新功能,或是设计开发出传统材料所不具备 gan 的优异性能和特殊功能的材料。 · 熊彼特:创新是生产要素的新组合。创新是一种经济活动,企业 家是主要推动者,创新的衡量标志是市场价值 · OECD: 创新是对新的或者经过重大改进的产品(货物或服务)、 流程、营销方法或组织方法、工作机构的结构或外部关系的应用。 欧盟: 产品创新、工艺创新、组织创新、营销创新 GE:创新,是挑战和改变现状,以提高客户的体验,并带来新 的价值形式 6 点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 1、材料是世界工业革命的推动力 2、新材料是高新技术发展的基础和先导 3、新材料是现代工业的共性关键技术 00 11 2 50 3. 什么是新形势? 中美贸易摩擦走向与预测 ■ 特朗普的连任问题: 中美贸易摩擦基本判 中形式的Conflict/War 4. 科技创新有多紧迫? | | 美列中港企業 [危險清單 | | | --- ...

Core Viewpoint - Huide Technology plans to raise up to 580 million yuan through a private placement of A-shares to no more than 35 specific investors, with the net proceeds allocated entirely to a polyurethane new materials project, despite having substantial cash reserves [1][2]. Financial Status - As of March 31, 2025, Huide Technology reported a strong financial position with cash holdings of 473 million yuan, minimal short-term borrowings of 24 million yuan, and a low debt-to-asset ratio of 30% [1]. - The company's operating cash flow has significantly declined, with a net cash flow drop of 88.33% year-on-year to 27.91 million yuan in 2024, and a negative cash flow of 5.84 million yuan in Q1 2025, indicating weakened cash generation ability [1]. Revenue Trends - Huide Technology has experienced a decline in revenue for three consecutive years, with revenues of 3.017 billion yuan, 2.712 billion yuan, and 2.671 billion yuan for 2022, 2023, and 2024 respectively, reflecting decreases of 5.46%, 10.12%, and 1.51% [1]. Strategic Expansion Considerations - The private placement pricing mechanism is based on the average stock price over the 20 trading days prior to the issuance date, ensuring a market-driven approach to avoid pricing issues due to stock price fluctuations [2]. - The funds raised will be used for a polyurethane new materials project, which has a projected internal rate of return of 24.14% after tax and an investment payback period of 5.3 years, indicating promising economic benefits [2]. - Market reactions to the private placement are mixed, with some investors supporting the move for long-term growth and competitiveness, while others express concerns about potential dilution of earnings per share and the risk of the company being perceived as "raising money" despite its cash reserves [2].

Group 1 - The report highlights that government subsidies stimulated sales in Q2, leading to continued positive revenue growth. The competitive landscape in the small home appliance sector has improved, driving profit recovery, while leading players in the major appliance sector are helping to concentrate market share, suggesting an increase in holdings [2][29]. - The report recommends focusing on two main investment lines: 1) The improvement in the competitive landscape of small home appliances brings profit elasticity, particularly in the vacuum cleaner sector, which has high growth potential and low penetration rates. The kitchen small appliances sector is gradually returning to growth after two years of decline, with a significant increase in sales during the 618 shopping festival [2][29]. - The report indicates that leading brands in the white goods sector are dominating the current price competition, leading to increased industry concentration. The export performance of major appliance manufacturers is expected to gradually recover as uncertainties around tariff policies are clarified [3][31]. Group 2 - The company Salted Fish's differentiated product, the konjac sauce, achieved over 100 million in monthly sales within 16 months, setting a record for the fastest-selling snack product. The konjac snack segment is still in a high-growth phase, supported by a strong supply chain and channel capabilities [7][8]. - The company is expanding its overseas market presence with its own brand "Mowon," developing localized products based on local tastes, which is expected to drive growth in international markets [8][9]. - The report maintains an "increase holdings" rating for the company, projecting EPS of 2.99, 3.73, and 4.63 for 2025-2027, with a target price of 100.00 yuan based on strong performance in konjac products [7][8].

证券代码：300801 证券简称：泰和科技 山东泰和科技股份有限公司 2025 年 7 月 9 日投资者关系活动记录表 编号：2025-004 投资者关 系活动类 别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位 名称及人 员姓名 西部证券：孙维容 时间 2025 年 7 月 9 日 10:00-12:00 地点 山东省枣庄市市中区十里泉东路 1 号泰和科技 会议室 上市公司 接待人员 姓名 1、董事长、总工程师：程终发 2、董事、总经理、董事会秘书：姚 娅 投资者关 系活动主 要内容介 绍 本次调研不涉及应披露的重大信息。 调研问题回复： 1、公司的连续化生产是指？它的优势是什么？ 回复：连续化生产是指通过连续化、成套化、自动化、规模化 的精细化工产品生产设备及工艺，实现连续进料、连续出料，并非 24 小时不停工生产。间歇式生产是指间歇性投料，生产完毕后，将 釜内物料放出，再投下一釜进行生产。相比间歇式生产，连续化生 产的优势是安全、投资小、产品质量稳定、用人少。目前泰和科技 的生产车间已实现连续化、自动化、无人化生产。 2、公司自产上游原料三氯化磷，产能规 ...