登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603213 公司简称：镇洋发展 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn/网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期内，公司计划不派发现金红利，不送红股，不以公积金转增股本。 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 √适用 □不适用 （1）转债发行情 ...

➢ 重点关注半年报业绩好的标的。建议关注二季度景气度好，业绩有望超预期 的标的，建议关注圣泉集团、海利得、卓越新能和瑞联新材。首先是与宏观经济 波动相关性较弱，受益 AI 资本开支持续提升的新材料行业，圣泉集团是 AI 服务 器中核心电子树脂的主要国内供应商，随着下游服务器出货量持续放量，公司业 绩有望环比提升。其次是海外有工厂，受益于美国关税冲突的细分行业龙头，建 议关注涤纶工业丝的领军企业海利得。并建议关注公司自身产能增长，随着新项 目新产品投产，业绩有望上一个台阶的卓越新能。此外，瑞联新材已发布 2025 年半年度业绩预增公告，得益于医药板块收入同比大幅增长、产品结构优化，预 计 2025 年上半年归母净利润将同比增长 69.93%。 ➢ 磷肥出口窗口期已至，磷肥高景气有望持续。根据中国化肥信息网，磷肥的 出口指导具体情况如下：1、2025 年磷肥出口或将分阶段进行，首批集中在 5-9 月高峰期，第二批视国内供需动态调整。2、法检时间缩减，预计半月左右时间。 3、2025 年磷肥出口配额总量比去年减少。当前磷肥处于春耕后的淡季，出口有 望缓解国内产能过剩问题，国际高价出口有望进一步维持企业盈利水平，建议 ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-048 浙江巍华新材料股份有限公司 2025 年半年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。 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》之 《第十三号——化工》的要求，浙江巍华新材料股份有限公司（以下简称"公司"） 现将 2025 年半年度主要经营数据披露如下： 一、 主要产品的产量、销量及收入实现情况 2025年1-6月公司营业收入为43,726.38万元，其中主营业务收入为43,312.10 万元，其他业务收入为 414.28 万元。公司主要产品产销情况如下： 四、风险提示 | 类别 | 产量（吨） | 销量（吨） | 销售收入 （万元） | 销量同比变 化（%） | 销售收入同 比变化（%） | | --- | --- | --- | --- | --- | --- | | 氯甲苯系列 | 34,742.01 | 11,344.81 | 8,616.91 | -36.54 | -46.96 | | 三氟甲基 ...

| | | 烧碱产业日报 2025-08-26 | 项目类别 | 数据指标 环比 数据指标 | 最新 | 最新 | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:烧碱(日,元/吨) -29 烧碱主力合约持仓量(日,手) | 2703 | 118465 | -7799 | | | 期货前20名净持仓:烧碱(日,手) -4467 烧碱主力合约成交量(日,手) | -5818 | 507419 | -9330 | | | 合约收盘价:烧碱:1月(日,元/吨) -29 合约收盘价:烧碱:5月(日,元/吨) | 2703 | 2793 | -2 | | | 期货前20名净持仓:烧碱(日,手) -4467 | -5818 | | | | 现货市场 | 烧碱(32%离子膜碱):山东地区(日,元/吨) 0 烧碱(32%离子膜碱):江苏地区(日,元/吨) | 860 | 900 | 0 | | | 山东地区32%烧碱折百价(日,元/吨) 0 基差:烧碱(日,元/吨) | 2687.5 | -15 | 29 | | 上游情况 | 原盐:山东:主流价(日,元/吨) 0 原盐 ...

| 项目类别 | 数据指标 环比 数据指标 | 最新 | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:烧碱(日,元/吨) | 2732 | -9 烧碱主力合约持仓量(日,手) | 126264 | 722 | | | 期货前20名净持仓:烧碱(日,手) | -1351 | 6589 烧碱主力合约成交量(日,手) | 516749 | -58894 | | | 合约收盘价:烧碱:1月(日,元/吨) | 2732 | -9 合约收盘价:烧碱:5月(日,元/吨) | 2795 | -1 | | | 期货前20名净持仓:烧碱(日,手) 6589 | -1351 | | | | | 现货市场 | 烧碱(32%离子膜碱):山东地区(日,元/吨) 10 烧碱(32%离子膜碱):江苏地区(日,元/吨) | 860 | | 900 | 0 | | | 山东地区32%烧碱折百价(日,元/吨) | 2688 | 32 基差:烧碱(日,元/吨) | -85 | -23 | | 上游情况 | 原盐:山东:主流价(日,元/吨) | 210 | 0 原盐 ...

入 期 市 市 服 热 线 客 ll 方 图 有 网 型 ted ML www.itf.com.cn 400-8888-598 ta 10 ntal | | | | 投资咨询业务资格:证监许可[ 2012 ]31号 | | ITC国贸期货 | | --- | --- | --- | --- | --- | --- | | | | | | | 碱数据目报 | | | | | 国贸期货研究院 能源化工研究中心 陈一凡 | | 从业资格证:F3054270 2025/08/25 投资咨询证:Z0015946 | | 指标 | | 2025/08/21 2025/08/22 | | 涨跌值 | 行情综述 | | 山东 | | 200 | 200 | 0 | | | 原盐 | 江苏 | 250 | 250 | 0 | | | 西北 | | 200 | 200 | | | | 电石 | 山东 | 2755 | 2755 | | | | 内蒙 | | 2210 | 2260 | 50 | | | 山东 | | -200 | -200 | 0 | | | 液氯 | 江苏 | -200 | -200 | 0 | 今日国内液碱市 ...

一、主要产品的产量、销量及收入实现情况 | 项目 | 2025 | 年 | 4-6 | 月产 | 2025 | 年 | 4-6 | 月销量 | 2025 | 年 | 4-6 | 月销售 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 量（吨） | | | | | （吨） | | | | 金额（万元） | | | 主要农药原药 | | | | 9,474.79 | | | | 13,956.48 | | | | 42,316.24 | | 主要农药中间体 | | | 219,030.73 | | | | | 247,082.20 | | | | 42,542.80 | 二、主要产品价格变动情况（不含税） | 项目 | 2025年4-6月平均 | 2024年4-6月平均 | 价格变动情况 | | --- | --- | --- | --- | | | 销售价格（元/吨） | 销售价格（元/吨） | | | 主要农药原药 | 30,320.14 | 28,916.07 | 4.86% | ...

Investment Rating - The report maintains a "Buy" rating for key companies in the chemical industry, specifically recommending Shengquan Group, Hailide, Zhuoyue New Energy, and Ruile New Materials [4][5]. Core Insights - The report emphasizes the importance of identifying companies with strong performance in the first half of 2025, particularly those benefiting from AI capital investments and macroeconomic stability [1]. - The phosphate fertilizer export window is expected to open, with high demand anticipated to continue, suggesting a focus on large phosphate chemical companies like Yuntianhua [2]. - Safety incidents in the chemical industry are prompting increased scrutiny, which may lead to a rise in the agricultural chemicals sector as non-compliant capacities are phased out [3]. Summary by Sections Key Companies and Performance - Shengquan Group is highlighted as a major supplier of electronic resins for AI servers, with expected performance improvements due to rising server shipments, projecting an EPS of 1.53 in 2025 [4]. - Hailide, a leader in industrial polyester yarn, is also recommended, with an EPS forecast of 0.37 for 2025 [4]. - Zhuoyue New Energy is noted for its capacity growth and new product launches, with an EPS of 3.16 expected in 2025 [4]. - Ruile New Materials anticipates a 69.93% increase in net profit for the first half of 2025, driven by growth in its pharmaceutical segment [1][4]. Market Trends - The chemical industry index rose by 2.46% this week, outperforming the Shanghai Composite Index [11]. - Key chemical products such as liquid chlorine, lithium carbonate, and lithium hydroxide saw significant price increases, with liquid chlorine prices rising by 92% [20][18]. Sub-industry Analysis - The polyester filament market is experiencing price fluctuations, with an average price of 6,735 CNY/ton for POY and 7,050 CNY/ton for FDY [22]. - The tire industry shows a slight increase in operating rates, with full steel tire rates at 60.06% and semi-steel tire rates at 69.11% [31]. - The refrigerant market remains stable, with R22 prices holding firm between 39,500 and 40,500 CNY/ton [40].

氯碱日报 | 2025-08-14 液碱去库，山东主力下游采购价上调 市场要闻与重要数据 PVC: 市场分析 PVC： 期货价格及基差：PVC主力收盘价5016元/吨（-31）；华东基差-136元/吨（+31）;华南基差-76元/吨（+31）。 现货价格：华东电石法报价4880元/吨（+0）；华南电石法报价4940元/吨（+0）。 上游生产利润：兰炭价格595元/吨（+0）；电石价格2780元/吨（+0）；电石利润14元/吨（+0）；PVC电石法生产毛 利-252元/吨（-231）；PVC乙烯法生产毛利-489元/吨（-10）；PVC出口利润6.9美元/吨（-2.1）。 PVC库存与开工：PVC厂内库存33.7万吨（-0.8）；PVC社会库存48.1万吨（+3.3）；PVC电石法开工率77.83%（+3.41%）； PVC乙烯法开工率77.55%（+7.31%）；PVC开工率77.75%（+4.49%）。 下游订单情况：生产企业预售量83.2万吨（-2.2）。 烧碱： 期货价格及基差：SH主力收盘价2481元/吨（-21）；山东32%液碱基差19元/吨（+21）。 现货价格：山东32%液碱报价800元/吨（+ ...

1. Report Industry Investment Rating - PVC: Unilateral - Neutral; V09 - 01 Inter - period Reverse Spread [4] - Caustic Soda: Unilateral - Wait - and - See [4] 2. Core View of the Report - PVC: Affected by macro - sentiment, the PVC market has fluctuated upwards, but the fundamentals remain weak. Supply is increasing while demand is weak, and inventory is expected to continue to accumulate, with cost support remaining weak [3] - Caustic Soda: Supply is at a high level, and although there may be a slight decline later, demand has some rigid support. The cost support is strong, and the chlor - alkali profit is moderately high compared to the same period [3] 3. Summary by Relevant Catalogs Market News and Important Data PVC - Futures Price and Basis: The closing price of the PVC main contract is 5047 yuan/ton (+37), the East China basis is - 167 yuan/ton (-17), and the South China basis is - 107 yuan/ton (+3) [1] - Spot Price: The East China calcium carbide method is quoted at 4880 yuan/ton (+20), and the South China calcium carbide method is quoted at 4940 yuan/ton (+40) [1] - Upstream Production Profit: The blue charcoal price is 595 yuan/ton (+0), the calcium carbide price is 2780 yuan/ton (+0), the calcium carbide profit is 14 yuan/ton (+0), the PVC calcium carbide method production gross profit is - 252 yuan/ton (-231), the PVC ethylene method production gross profit is - 489 yuan/ton (-10), and the PVC export profit is 9.0 dollars/ton (+0.2) [1] - PVC Inventory and Operation: The in - factory inventory is 33.7 tons (-0.8), the social inventory is 48.1 tons (+3.3), the calcium carbide method operation rate is 77.83% (+3.41%), the ethylene method operation rate is 77.55% (+7.31%), and the overall operation rate is 77.75% (+4.49%) [1] - Downstream Order Situation: The pre - sales volume of production enterprises is 83.2 tons (-2.2) [1] Caustic Soda - Futures Price and Basis: The closing price of the SH main contract is 2502 yuan/ton (+10), and the basis of 32% liquid caustic soda in Shandong is - 2 yuan/ton (-10) [1] - Spot Price: The price of 32% liquid caustic soda in Shandong is 800 yuan/ton (+0), and the price of 50% liquid caustic soda in Shandong is 1300 yuan/ton (+0) [1] - Upstream Production Profit: The single - variety profit of caustic soda in Shandong is 1509 yuan/ton (+0), the comprehensive profit of chlor - alkali in Shandong (0.8 tons of liquid chlorine) is 725.8 yuan/ton (+80.0), the comprehensive profit of chlor - alkali in Shandong (1 ton of PVC) is 503.78 yuan/ton (+20.00), and the comprehensive profit of chlor - alkali in the Northwest (1 ton of PVC) is 1618.15 yuan/ton (+0.00) [2] - Caustic Soda Inventory and Operation: The liquid caustic soda factory inventory is 46.17 tons (+3.75), the flake caustic soda factory inventory is 2.21 tons (+0.10), and the caustic soda operation rate is 85.10% (+1.20%) [2] - Downstream Operation of Caustic Soda: The alumina operation rate is 85.73% (+0.15%), the printing and dyeing operation rate in East China is 59.28% (+0.39%), and the viscose staple fiber operation rate is 84.97% (+0.00%) [2] Market Analysis PVC - Supply: After the previous maintenance, production has resumed, and the overall operation has increased significantly month - on - month. With the gradual mass production of new capacity, PVC production is expected to continue to rise, and the supply pressure is still high [3] - Demand: The operation of downstream products remains at a low level, and enterprises maintain just - in - time procurement. Export orders have decreased month - on - month, and the export performance is still affected by India's PVC import policy and the rainy season [3] - Inventory: Due to the increase in production and weak demand, the PVC social inventory is expected to continue to accumulate, and the absolute value of inventory is relatively high [3] - Cost: The calcium carbide price is weak, and ethylene is mainly stable. The cost support for PVC is still weak [3] Caustic Soda - Supply: The upstream operation has increased month - on - month to a high level in the same period. Although some enterprises have reduced their production, and Yantai Wanhua is planning maintenance, the operation may decline slightly later. Attention should be paid to the operation in Shandong from late August to September [3] - Demand: The alumina profit is acceptable, and the operation continues to rise. The delivery volume to the main downstream has increased month - on - month, with short - term rigid demand support. The non - aluminum operation has not changed much and remains weak in the off - season. Attention should be paid to the restocking rhythm of downstream products during the peak season and the production start - up rhythm of alumina in Guangxi [3] - Cost: The liquid chlorine price has rebounded but is still at a low level, and the cost support for caustic soda is strong. The chlor - alkali profit is moderately high compared to the same period [3] Strategy PVC - Unilateral: Neutral - Inter - period: V09 - 01 Inter - period Reverse Spread - Cross - variety: None [4] Caustic Soda - Unilateral: Wait - and - See - Inter - period: None - Cross - variety: None [4]