证券代码：600802 证券简称：福建水泥 公告编号：2025-025 福建水泥股份有限公司 关于与关联方签订煤炭联合采购协议(关联交易)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法律责任。 重要内容提示： ●本议案尚需提交公司股东会审议。 ●公司遵循商业规则，协议中约定的交易，属于正常的商业行为， 公司经营没有因协议交易而影响公司经营业务的独立性，该交易不存在 损害公司或中小股东利益的情况。 一、协议涉及关联交易概述 福建水泥股份有限公司（本公司）为保障燃煤供应的稳定性，更好 利用一切有利渠道和方式降低采购成本，董事会拟同意借助关联方在煤 炭源头资源、码头物流成本、采购规模及采购专业等优势，继续与福建 省福能物流有限责任公司（以下简称福能物流）签订煤炭联合采购协议， 满足公司生产经营的实际需要。 （一）关联交易履行的审议程序 了《关于与关联方签订煤炭联合采购协议的议案》。关联董事郑建新、黄 明耀回避表决，非关联董事以同意 7 票、反对 0 票、弃权 0 票，表决通 过。 议。 有限责任公司、福建煤电股份有限公司、福建省石油 ...

| 中煤（安 | | | | 电力供 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 徽）售电有 | | | 子公司 | | 应、电力 | 20,100.00 | | 29,258.71 | 27,712.08 | 4,553.71 | 3,027.53 | | 2,270.65 | | | | | | | | | | | | | 限公司 | | | | 销售 | | | | | | | | | 中煤新集 | | | | | | | | | | | | | （滁州）发 | | | | | | | | | | | | | 子公司 | | | | 火力发电 | 132,513.33 | | 284,097.27 | 132,678.81 | | | | | 电有限责 | | | | | | | | | | | | | 任公司 | | | | | | | | | | | | | 上饶新投 | | | | | | | | | | | | | 发 电 | 有 | 限 | 子公司 | | ...

Core Insights - The July PPI improved on a month-on-month basis but remained unchanged year-on-year at -3.6%, slightly below market expectations, indicating a disconnect in price transmission from upstream raw materials to downstream industries [1][2] - The "anti-involution" policy has led to significant price increases in key commodities such as coal, steel, and lithium, but these increases have not effectively translated into higher industrial product prices [2][3] - The ongoing "pig cycle misalignment" has resulted in CPI slightly exceeding market expectations, driven by unexpected price increases in core goods, energy, and other services [5][6] PPI Analysis - The month-on-month PPI improved due to rising commodity prices, but the year-on-year figure did not show improvement, highlighting weak downstream demand and limited pricing power for enterprises [1][3] - The analysis framework indicates that while upstream raw material prices have improved, the PPI for downstream industries has continued to decline, particularly in the export chain [4] - The dual impact of supply-side policies and demand-side pressures is evident, with the export chain facing significant downward pressure [4] CPI Insights - The CPI for July was reported at 0.0% year-on-year, slightly above the expected -0.1%, driven by durable goods benefiting from trade-in subsidies and rising energy prices [5][6] - The increase in CPI was significantly influenced by the price hikes in gold and platinum jewelry, contributing approximately 0.22 percentage points to the overall CPI [5] - Expectations for CPI improvement are projected for September, considering the ongoing misalignment in the pig cycle and slow recovery in consumer spending [6] Market Implications - The bond market may experience low volatility as CPI and PPI figures align closely with market expectations, with a focus on inflation recovery and potential demand-side policies [7] - The overall economic environment remains sensitive to both domestic policy effectiveness and international trade dynamics, which could influence future market performance [7]

证券代码：600141 证券简称：兴发集团 公告编号：临2025-029 转债代码：110089 转债简称：兴发转债 湖北兴发化工集团股份有限公司 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个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号——化工 （2022 年修订）》的要求，湖北兴发化工集团股份有限公司（以下简称"公 司"）现将2025 年第一季度主要经营数据披露如下： 注：1.特种化学品主要包括电子化学品、食品添加剂以及用于油田、水处理、医药等领域的其它精细 化学品和助剂，下同；2.农药产品包括草甘膦原药与制剂、百草枯原药与制剂、2,4-滴、烟嘧磺隆、咪草 烟原药等，下同；3.肥料包括磷酸一铵、磷酸二铵及复合肥产品，下同；4.有机硅系列产品包括DMC 及下 游深加工产品，下同。 主要产品 2025 年1 至3 月产量 （万吨） 2025 年1至3月销量 （万吨） 2025 年1 至3 月销售金额 （万元） 特种化学品 12.04 13.18 129,343.27 农药 ...