长江商报消息 历时大半年，浙江龙盛（600352.SH）借助收购终于化解一场海外纠纷。 2026年1月4日晚，浙江龙盛公告，公司的一桩海外收购计划顺利完成，相关股权已经完成交割，耗资约 7.02亿美元（折合人民币超过49亿元）。 此前，浙江龙盛公告，因法院判决德司达全球控股（新加坡）有限公司（简称"德司达"）股份整体出 售，作为控股股东，浙江龙盛决定通过收购德司达剩余的37.57%股权化解海外纠纷。 作为全球染料巨头，德司达处于持续盈利状态。2024年及2025年前三季度，其分别盈利约1.16亿美元、 6296.13万美元。 浙江龙盛称，本次收购将增厚公司归母净利润。 此次收购不会对浙江龙盛的现金流产生重大不利影响。截至2025年9月末，公司货币资金达207.21亿 元，对应的有息负债180亿元左右。前三季度，公司财务费用为负数。 浙江龙盛的经营业绩虽然波动明显，但整体盈利能力仍然较强。2013年以来，公司年度归母净利润最低 也超过10亿元。2025年前三季度，公司归母净利润约为14亿元。 2026年1月4日晚，浙江龙盛公告，2025年12月30日，德司达向指定账户支付20%股份回购款约4.27亿美 元；公司 ...

12月30日，浙江龙盛涨1.03%，截至发稿，报10.76元/股，成交6850.74万元，换手率0.20%，总市值 350.06亿元。 资料显示，浙江龙盛集团股份有限公司位于浙江省绍兴市上虞区道墟街道龙盛大道1号，成立日期1998 年3月23日，上市日期2003年8月1日，公司主营业务涉及染料、中间体、减水剂以及纯碱、合成氨等无 机化工产品。主营业务收入构成为：染料55.83%，中间体23.14%，助剂7.33%，无机产品5.08%，房产 业务3.48%，其它业务1.88%，汽配业务1.23%，颜色标准及可持续发展解决方案1.22%，其他(补 充)0.81%。 责任编辑：小浪快报 上银价值增长3个月持有期混合A（013284）成立日期2021年12月20日，最新规模192.04万。今年以来收 益24.56%，同类排名3769/8087；近一年收益24.17%，同类排名3616/8085；成立以来收益29.29%。 上银价值增长3个月持有期混合A（013284）基金经理为赵治烨、陈博。 截至发稿，赵治烨累计任职时间10年235天，现任基金资产总规模17.68亿元，任职期间最佳基金回报 138.78%， 任职期间 ...

Core Viewpoint - The Shandong Provincial Department of Industry and Information Technology, along with five other departments, has issued the "Shandong Province Red Mud Comprehensive Utilization Action Plan" to promote the reduction, control, and utilization of red mud, aiming for a comprehensive utilization rate of over 18% by 2027 [1][2]. Group 1: Red Mud Management - Red mud is a key industrial waste generated during alumina production, and Shandong is a major alumina production province with significant red mud generation and storage challenges [1]. - The plan emphasizes a lifecycle management system covering "generation—transportation—utilization—disposal" with a focus on "reduction, resource utilization, and harmlessness" [1]. Group 2: Technological Advancements - The plan encourages alumina production companies to enhance technological upgrades, utilizing big data and artificial intelligence for green and intelligent transformations [1]. - Establishing intelligent production systems with functions for process optimization, dynamic scheduling, and energy consumption management is a key objective [1]. Group 3: Utilization Pathways - Shandong will optimize the "low-cost selection of metal elements from red mud + roadbed, building materials, permeable bricks, and road slope protection" model to expand the scale of existing utilization pathways [2]. - Cities like Zibo, Yantai, Liaocheng, and Binzhou are encouraged to produce various products from red mud, including sintered bricks, non-fired bricks, and permeable bricks, while also exploring its use in construction materials and chemical products [2].

长江商报消息 国内"染料一哥"浙江龙盛（600352.SH）又有新动作。 12月15日，浙江龙盛公告，拟收购KIRI公司所持德司达全球控股（新加坡）有限公司（下称"德司达"） 37.57%的股份，交易金额为7.02亿美元。公司作为德司达的控股股东，若本次交易实施完成后，德司达 将成为公司的全资子公司，未来公司的利润将进一步增厚。 从浙江龙盛自身经营基本面来看，经过二十余年深耕，公司已构建覆盖染料、中间体、减水剂及无机化 工产品的全产业链布局，核心产能规模稳居全球首位，目前拥有年产30万吨染料、10万吨助剂的生产能 力。 业绩方面，2025年前三季度，浙江龙盛克服行业周期及非经常性损益影响，实现营收96.71亿元、归母 净利润13.97亿元，经营韧性凸显。 长江商报记者注意到，技术创新也成为浙江龙盛巩固行业地位的核心支撑，2023年—2025年前三季度， 其研发费用累计达16.25亿元，依托近1900项境内外专利储备构建全球研发体系。 财务数据显示，德司达2024年实现净利润1.16亿美元，扣非净利润1.03亿美元，盈利能力持续稳健； 2025年前三季度经营表现延续向好态势，实现营收5.35亿美元，净利润629 ...

Group 1 - The core point of the article is the establishment of Guannan County Ruitu New Materials Co., Ltd., which has a registered capital of 1 million RMB and is involved in various new material technology services and sales [1] Group 2 - The legal representative of the company is Cheng Hongmei [1] - The business scope includes general projects such as new material technology promotion services, technical services, and sales of chemical products, pigments, dyes, and fertilizers [1] - The company is also engaged in the sale of agricultural seeds (only packaged seeds that are not repackaged) and synthetic materials [1]

Core Insights - Zhejiang's capital market is driving the transformation of the real economy, with traditional industries accelerating their upgrade through "high-end, intelligent, and green" reforms [1] - The 268 listed companies in 17 key traditional manufacturing sectors are pivotal for regional industrial upgrades, contributing significantly to Zhejiang's economic growth [1] Group 1: Traditional Manufacturing Sector - In 2024, the 17 key traditional manufacturing companies in Zhejiang are projected to achieve a revenue of 1.77 trillion yuan, a year-on-year increase of 5.30%, and a total profit of 103.66 billion yuan, up 2.04% [1] - These companies have maintained an annual R&D investment of over 40 billion yuan, reaching a historical high of 45.44 billion yuan in 2024 [1] Group 2: Chemical Manufacturing - The chemical manufacturing sector, with the highest number of listed companies, is a key indicator of traditional industry upgrades, achieving a revenue of 260.9 billion yuan in 2024, a growth of 5.99%, and a net profit of 19.42 billion yuan, up 13.45% [2] - Leading companies like Zhejiang Longsheng and Hangyang Co. are diversifying their product offerings to strengthen their market positions [2] Group 3: Automotive Parts - The automotive parts sector reported a revenue of 111.76 billion yuan in 2024, growing by 8.20%, with a net profit of 6.89 billion yuan, an increase of 9.40% [4] - Companies like Shuanghuan Transmission and Yinlun Co. are leading the transition from traditional fuel vehicles to new energy and robotics [4][5] Group 4: Low Voltage Electrical Equipment - The low voltage electrical equipment sector achieved a revenue of 165.27 billion yuan in 2024, with a year-on-year growth of 9.62% [6] - Leading firms such as Chint Electric and Hengdian East Magnetic are innovating through digital transformation and expanding into renewable energy [6][7] Group 5: Textile and Apparel - The textile industry generated a revenue of 39.69 billion yuan in 2024, a growth of 15.38%, while the apparel sector reached 37.30 billion yuan, up 0.92% [8] - Companies like Semir and Baoxiniao are innovating through brand renewal and smart customization to capture new market opportunities [8] Group 6: Overall Transformation - The transformation of Zhejiang's traditional manufacturing has evolved from mere technical upgrades to a systematic change, characterized by "capital empowerment, technology-driven, and ecological collaboration" [9] - These listed companies are expected to provide valuable insights for the national transformation of traditional industries [9]

每经头条（nbdtoutiao）——美股AI突变！OpenAI沦为"股价毒药"，硅谷八巨头一夜蒸发3.8万亿元市 值，专家：看好谷歌，其拥有两项致胜"法宝" （记者 曾健辉） 2024年1至12月份，万丰股份的营业收入构成为：染料制造占比99.29%，其他业务占比0.71%。 截至发稿，万丰股份市值为23亿元。 每经AI快讯，万丰股份（SH 603172，收盘价：17.41元）12月14日晚间发布公告称，截至本公告日，舟 山瑞好已通过大宗交易方式减持公司股份约233万股，占公司总股本1.75%，减持计划实施完毕。 ...

Core Viewpoint - The lawsuit against Qicai Chemical has escalated, with the plaintiff, Xianiko Chemical, increasing its compensation claim to 400 million yuan, marking a significant rise from previous amounts [2][3]. Group 1: Lawsuit Details - Xianiko Chemical filed a lawsuit against Qicai Chemical for "infringement of trade secrets," initially claiming only 470,000 yuan in August 2024, which was later raised to 200 million yuan in February 2025 [2]. - The current lawsuit has seen the claim amount double to 400 million yuan, with the number of defendants increasing from four to five, now including Qicai Chemical's legal representative and actual controller [2]. - The lawsuit is based on allegations that two former Xianiko technicians shared eight core technical secrets with Qicai Chemical, which were used in the production of infringing products [3]. Group 2: Legal Claims and Requests - Xianiko has made five legal requests: to stop all infringement activities, destroy all materials related to the technical secrets, publish the judgment in a public forum, notify relevant parties to sign non-disclosure agreements, and to compensate 400 million yuan [3]. - The court has already issued a criminal judgment against the two former technicians for commercial secret infringement, confirming some of the infringement facts related to Qicai Chemical [3]. Group 3: Company Response and Financial Performance - Qicai Chemical stated that the case has not yet been heard, making it difficult to assess the impact on current and future profits, and emphasized that the lawsuit does not affect its normal business operations [4]. - For the first three quarters of 2025, Qicai Chemical reported revenues of 1.119 billion yuan, a year-on-year decrease of 3.04%, and a net profit attributable to shareholders of 73.39 million yuan, down 38.96% year-on-year [4].

证券日报网讯12月9日晚间，海翔药业（002099）发布公告称，2025年12月8日，公司与国科大杭州高等 研究院签署了《共建先进合成技术产业研究院合作协议》。产业研究院的研发方向主要聚焦医药原料 药、中间体、染料、新材料的开发与工业化等，合作总金额5，000万元人民币。 ...

海翔药业（002099）(002099.SZ)公告，公司与国科大杭州高等研究院(简称"杭高院")签署了《共建先进 合成技术产业研究院合作协议》，产业研究院的研发方向主要聚焦医药原料药、中间体、染料、新材料 的开发与工业化等，合作总金额5000万元。 ...