Core Viewpoint - Jiangsu Kaishi Jinqiao New Materials Co., Ltd. has successfully obtained the first carbon footprint certificate in the domestic chemical industry based on time-sharing and zonal electric carbon factors, which is crucial for meeting international green trade barriers [5][6]. Group 1: Company Achievements - Jiangsu Kaishi Jinqiao New Materials Co., Ltd. has completed the carbon footprint verification for its product, chlorobenzene, achieving a carbon footprint of 1880.74 kgCO2e per ton [1]. - The company received the certificate with the support of the State Grid Lianyungang Power Supply Company, which provided a specialized electric carbon factor database for accurate carbon footprint calculation [5][6]. Group 2: Industry Context - The increasing international green trade barriers have made product carbon footprints a critical requirement for exports [5]. - The State Grid Jiangsu Electric Power has developed a time-sharing and zonal electric carbon factor database to support enterprises in their green transformation and precise carbon footprint calculations [5][6]. - The application of electric carbon factors has improved the accuracy of carbon footprint calculations, reducing the electric carbon factor from 0.763 to 0.487 kgCO2e/kWh for the company [6].

证券代码：603120 证券简称：肯特催化 公告编号：2025-031 肯特催化材料股份有限公司 2025年第三季度主要经营数据公告 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法律责任。 肯特催化材料股份有限公司（以下简称"公司"）根据上海证券交易所《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》 的有关规定和披露要求，现将 2025 年第三季度主要经营数据披露如下： 注：上表中，水溶液产品的产量和销量全部折百计算；产量含自用量，销量 系对外销售量。 1 主要产品 2025 年 1-9 月产量 （吨） 2025年1-9月销 量（吨） 2025年1-9月销售金 额（万元） 季铵盐 11,595.27 9,718.17 22,576.35 季铵碱 1,930.23 1,701.25 11,041.46 季鏻盐 786.58 778.02 5,172.78 冠醚 62.32 55.07 1,773.26 其他 965.47 930.67 1,560.56 一、主要产品的产量、销量及收入实现情况 二、主要产品 ...

Investment Rating - The report suggests a focus on the lithium hexafluorophosphate sector due to rising prices of related products [4]. Core Insights - The chemical sector experienced a decline of 3.95% in the third week of October, underperforming the Shanghai Composite Index by 2.80 percentage points [10]. - The dynamic PE for the chemical sector is 24.75 times, which is significantly higher than the average PE of 9.73 times since 2015 [10]. - The report highlights significant price increases for sulfuric acid (+6.21%) and hydrogen peroxide (+6.04%), while liquid chlorine saw a dramatic rise of +176.79% [3][17]. - The report indicates that only one sub-industry, daily chemical products, saw an increase (+0.51%), while 31 sub-industries declined, with fiberglass experiencing the largest drop (-10.12%) [2][14]. Industry Performance - The top five stocks in the chemical sector for the week included Chengxing Co. (+25.12%) and Shida Shenghua (+18.01%), while the worst performers included Hubei Yihua (-14.09%) and Guoci Materials (-13.8%) [10]. - The report notes that the chemical industry had a total of 449 listed companies with a total market value of 6710.3 billion [5]. Price and Spread Trends - The report lists the top five products with the highest weekly price increases, including liquid chlorine (+176.79%) and sulfuric acid (+6.21%) [3][17]. - The report also details the top five products with the largest price spread increases, such as PTA spread (+28.74%) and heavy soda ash spread (+18.88%) [38][40]. Inventory Changes - Significant inventory changes were noted, with the largest decrease in inventory for chlorpyrifos (-8.70%) and an increase for urea (+8.16%) [57].

证券代码：603120 证券简称：肯特催化 公告编号：2025-011 肯特催化材料股份有限公司 2025年第一季度主要经营数据公告 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法律责任。 肯特催化材料股份有限公司（以下简称"公司"）根据上海证券交易所《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》 有关规定和披露要求，现将 2025 年一季度主要经营数据披露如下： 三、主要原材料价格变动情况 注：上表中，水溶液产品的产量和销量全部折百计算；产量含自用量，销量 系对外销售量。 1 主要产品 2025 年 1-3 月产量 （吨） 2025年1-3月销 量（吨） 2025年1-3月销售金 额（万元） 季铵盐 3,788.66 3,116.59 7,123.06 季铵碱 670.74 636.48 4,282.48 季鏻盐 278.68 298.10 2,056.00 冠醚 23.77 7.99 276.43 其他 345.33 345.06 649.73 一、主要产品的产量、销量及收入实现情况 二、主要产品 ...