建滔积层板 20250829.docx AceCamp AI 2025-08-30 摘要 公司在 Low DK 玻璃纱领域取得突破，已成功生产并通过认证，预计 9 月底实现量产，初期产能为 500 吨/年，单价高达 20 万元/吨，显著高 于普通玻纤纱。 公司计划在 2026 年前新增三个油炉，总计 1,500 吨产能，包括第一代 和第二代 Low DK 玻璃纱，其中第二代产品单价预计可达 60 万元/吨， 并在三年内新建厂房，总产能达到 5,000 吨。 高端 HDI PCB 订单已排至 2026 年 6 月，汽车和家电等领域订单也已满 载三个月，2025 年上半年汽车订单占比 58%，家电占比 15-16%，市 场需求旺盛。 2025 年全球 PCB 产值已达 700 多亿美元，同比增长超 10%，预计到 2029 年将增至 900 多亿美元，受益于 5G/5.5G/6G 网络技术升级和 AI 相关需求的增长。 公司目标是下半年每月覆铜板出货量保持在 950 万至 1,000 万张之间， 尽管总产能为 1,100 万张，但高端特殊版产品占比提升导致实际可用产 能减少。 Q&A 当前 8 月份的各个下游应用 ...

中盐内蒙古化工股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600328 证券简称：中盐化工 公告编号：（临）2025-084 第九届董事会第五次会议决议公告 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。 中盐内蒙古化工股份有限公司（以下简称"公司"）第九届董事会第五次会议于2025年8月8日将会议通知 以电子邮件或OA致信平台的方式送达与会人员，2025年8月14日在青海发投碱业有限公司会议室以现场 方式召开，应出席会议董事9名，实到董事9名（全体董事均现场参加会议）。公司高管人员列席了会 议，符合《公司法》和《公司章程》的有关规定。会议由董事长周杰主持。 经与会董事审议并表决通过了以下议案： 一、《关于投资建设中盐（内蒙古）碱业有限公司年产500万吨天然碱矿溶采试验项目的议案》 详见同日刊登于《中国证券报》《上海证券报》和上海证券交易所网站（www.sse.com.cn）的《中盐内 蒙古化工股份有限公司关于投资建设中盐（内蒙古）碱业有限公司年产500万吨天然碱矿溶采试验项目 的公告》。 ...

Core Viewpoint - The company has approved two significant investment projects aimed at enhancing its production capabilities in the chemical industry, specifically in natural soda ash and specialty resin production. Group 1: Investment Projects - The company has decided to invest in the construction of a natural soda ash mining project with an annual production capacity of 5 million tons [2]. - The board has also approved an investment for the technological upgrade of a specialty resin production project with an annual capacity of 60,000 tons [3]. Group 2: Board Meeting Details - The ninth board meeting was held on August 14, 2025, with all nine directors present, ensuring compliance with legal and regulatory requirements [2]. - The meeting was chaired by the chairman, Zhou Jie, and all resolutions were passed unanimously with no votes against or abstentions [2][3].

Investment Overview - The project involves the construction of a 60,000 tons/year special resin technology upgrade project by Zhongyan Jilantai Chlor-Alkali Chemical Co., Ltd. [1][2] - The total investment for the project is 493.38 million yuan, with construction costs accounting for 473.04 million yuan, interest during construction at 8.33 million yuan, and working capital at 12 million yuan [2][4] - Funding sources include 30% self-funding amounting to 141.91 million yuan and a loan of 331.13 million yuan [2][4] Project Details - The project will establish a 60,000 tons/year special resin production facility, including a 20,000 tons/year seed micro-suspension resin unit and a 40,000 tons/year seed emulsion resin unit [2][3] - The construction period is set for 2 years, with completion expected by the end of 2027 [2] Market Demand and Strategic Importance - The project aims to diversify product offerings to meet varying customer needs, particularly in the seed emulsion resin market, which has seen a decline in domestic production capacity [3] - The project will leverage existing infrastructure from the chlor-alkali company, such as water treatment and steam supply, to reduce investment costs [3][4] Economic and Competitive Benefits - The project is expected to yield good economic returns with a short payback period and strong risk resistance during its operational phase [4] - It aligns with national industrial upgrade directives and is anticipated to enhance the company's market competitiveness and profitability by filling gaps in high-end product offerings [5]

（文章来源：证券日报） 证券日报网讯 8月14日晚间，中盐化工发布公告称，公司第九届董事会第五次会议审议通过了《关于投 资建设中盐吉兰泰氯碱化工有限公司年产6万吨特种树脂技术升级改造项目的议案》等。 ...

公告指出，项目拟建设6万吨/年特种树脂生产装置。其中分别建设年产2万吨种子微悬浮法（MP-2）糊 树脂装置和年产 4万吨种子乳液法（MP-1）糊树脂装置，配套建设相应厂房及辅助设施。项目建设周 期2年，拟于2027年整体完工投用。 2025年8月14日，中盐化工(600328.SH)公告称，公司拟投资49337.78万元建设中盐吉兰泰氯碱化工有限 公司年产6万吨特种树脂技术升级改造项目。 ...

另外，中盐化工拟实施中盐吉兰泰氯碱化工（600618）有限公司(简称"氯碱公司")年产6万吨特种树脂 技术升级改造项目，该项目总投资4.93亿元，项目建设周期2年，拟于2027年整体完工投用。氯碱公司 系中盐化工控股子公司。 人民财讯8月14日电，中盐化工（600328）8月14日晚间公告，拟实施中盐(内蒙古)碱业有限公司(简 称"中盐碱业")年产500万吨天然碱矿溶采试验项目，项目总概算投资额3.6亿元，项目计划2025年8月启 动，2026年2月底完成溶采试验数据报告，总工期7个月。据悉，中盐碱业减资已完成决策及监管流程， 目前正在办理工商变更，届时，中盐碱业将成为公司全资子公司。 ...

Core Viewpoint - Zhongyan Chemical (600328.SH) announced the expansion of its chlor-alkali subsidiary's production capacity for micro-suspension resin, aiming to enhance market competitiveness and optimize its product structure [1] Production Capacity - The chlor-alkali subsidiary currently has a production capacity of 220,000 tons per year for micro-suspension resin, consisting of a 90,000 tons/year facility at the polymer materials plant and a 130,000 tons/year facility at Anhui Tianchen [1] - A new 30,000 tons/year micro-suspension resin facility is under construction, expected to be completed and operational by December 2025, which will increase the total production capacity to 250,000 tons [1] Investment Plans - To further optimize its industrial structure, the company plans to invest in a technical upgrade project for special resin production, with an annual output of 60,000 tons [1] - The total investment for the special resin upgrade project is estimated at 493 million yuan [1]

Group 1 - The company, Zhongyan Chemical, announced an investment of 493.38 million yuan to upgrade its special resin production technology at Zhongyan Jilan Tai Chlor-Alkali Chemical Co., Ltd. [1] - The project aims to achieve an annual production capacity of 60,000 tons of special resin and is expected to be completed by 2027 [1] - The implementation of this project will enhance the company's market competitiveness and improve the profitability of its chlor-alkali business [1]

Core Viewpoint - Tangshan Development Group has successfully transformed from a local government financing platform to an industry leader through strategic mergers and acquisitions and park-based construction, addressing local debt issues while promoting high-quality economic development [1] Transformation Path: Strategic Mergers Constructing New Industry Ecosystem - The transformation strategy of Tangshan Development Group is rooted in forward-looking capital operations and industrial layout, focusing on mergers and acquisitions to break through challenges and build a high-quality development path [2] - The acquisition of a 26% stake in leading adhesive manufacturer Kanda New Materials in November 2018 allowed the company to quickly enter the new materials sector, integrating key enterprises in the industry chain to create a specialized industrial cluster [2] - The acquisition of Changshu Windfan Electric Equipment Co., a leader in transmission towers, aims to accelerate the development of a synergistic energy industry pattern combining transmission and photovoltaics [2] Transformation Effect: Strengthening Local Economic Development - Tangshan Development Group has created a new market-oriented mechanism for debt resolution by acquiring quality operating assets, optimizing cash flow, and improving credit ratings, which enhances its debt resolution capabilities [4] - The company has activated over 3,000 acres of industrial land in Fengnan and Caofeidian districts through projects like the Caofeidian Fluorine-Chlorine-Silicon New Materials Technology Industrial Park, transforming low-efficiency land into high-end manufacturing clusters [5] - The establishment of a carbon fiber products pilot base and other projects has turned idle assets into innovation sources, setting a benchmark for resource regeneration [5] Innovation Ecosystem: Forging Competitive Industry Community - By implementing a global approach to sourcing technology, attracting talent, and pooling resources, Tangshan Development Group has effectively gathered key resources to accelerate the construction of a new fine chemical new materials park [7] - The integration of upstream and downstream supply chains in strategic emerging industries has significantly reduced costs and enhanced product competitiveness [7] Insights on Successful Transformation of Urban Investment Companies - The transformation of urban investment companies requires a clear functional positioning and a dual-track model of debt management and industrial investment, which is crucial for achieving high-quality transformation [8] - Utilizing market-oriented methods to attract talent and technology is essential for the deepening reform and optimization of state-owned enterprises [9] - Redefining and constructing a new type of government-enterprise relationship is vital for the debt resolution and transformation of enterprises, necessitating government support in policies and resources [10]