内容概要：甲烷氯化物是指甲烷分子中氢原子被氯原子取代的产物，包括一氯甲烷、二氯甲烷、三氯甲 烷和四氯甲烷。甲烷氯化物是重要的耗氯产品，用途广，关联度大，下游领域涉及面广，其产品广泛用 于制冷剂、溶剂、涂料、电影胶片、醋酸纤维、碳酸酯、萃取剂等领域。生产工艺方面，甲烷氯化物有 多种工业化生产方法。以生产原料的不同分为二硫化碳氯化法、丙烯氯化法、乙醛-次氯酸钙法、甲烷 热氯化法和甲醇氢氯化法。甲烷氯化物国内装置基本上是以甲醇氢氯化法为主要工艺，以甲醇和液氯为 主要原料生产甲烷氯化物。近年来，我国甲烷氯化物产能持续落地，产能供给不断扩张，数据显示， 2024年，国内共有16家甲烷氯化物生产企业，总产能为384万t/a，占全球总产能的48%。未来将有更多 产能陆续投产，行业供给将继续呈增长态势。中国甲烷氯化物产能供应十分集中，聚焦于华东、华北两 地，2024年两地贡献了全国87.5%的产能。2019-2020年期间，我国甲烷氯化物产量呈下滑态势，2021年 迎来反弹，结束下滑局面，随后至2024年产量处于稳步增长局面，2024年中国甲烷氯化物产量为307万 吨，同比增长5.9%；产能利用率为79.9%，同比提升了4. ...

Core Viewpoint - The company, Lu Xi Chemical (000830.SZ), clarified that its main products do not include lithium iron phosphate, focusing instead on a diverse range of chemical products [1] Product Overview - The company's primary products include: - Polyols - Caprolactam - Nylon 6 - Organosilicon - Formic acid - Methyl chloride - Methylamine - DMF (Dimethylformamide) - Polycarbonate [1]

Core Viewpoint - The company primarily produces a range of chemical products including polyols, caprolactam, nylon 6, organosilicon, formic acid, methylene chloride, methylamine, DMF, and polycarbonate, but does not engage in the production of VC (vinyl carbonate) [1] Product Overview - The main products of the company include: - Polyols - Caprolactam - Nylon 6 - Organosilicon - Formic acid - Methylene chloride - Methylamine - DMF - Polycarbonate - The company explicitly states that it does not involve VC (vinyl carbonate) in its product offerings [1]

Core Viewpoint - The company, Lu Xi Chemical (000830.SZ), confirmed that it does not produce Vinyl Carbonate (VC) and focuses on other chemical products [1] Product Offering - The main products of the company include polyols, caprolactam, nylon 6, organosilicon, formic acid, methylene chloride, methylamine, DMF, and polycarbonate [1]

8 服 热 E 户网 站 100 - 100 la pa www.itf.com.cn 400-8888-598 ts No 180 14/1 | | | | 投资咨询业务资格:证监许可 2012 31号 | | ITG国贸期货 | | --- | --- | --- | --- | --- | --- | | | | | | 醒致据日报 | | | | | | 国贸期货研究院 | 期货从业号:F305427 | | | | | | 能源化工研究中心 陈一凡 | 投资咨询证号:Z0015946 | 2025/11/18 | | 指标 | | 2025/11/14 | 2025/11/17 | 涨跌值 | 行情评述 | | | 晋城大烟煤 | 930. 00 | 930. 00 | 0. 00 | | | | 内蒙动力煤 | 630. 00 | 630. 00 | 0.00 | | | NAZE | 川渝液化气 | 4080. 00 | 4040. 00 | -40. 00 | | | | 国际大然气 | 10. 79 | 10.99 | 0. 20 | | | | 太仓 | 2030.00 | 2005.00 ...

证券日报网讯华泰股份（600308）11月17日在互动平台回答投资者提问时表示，公司依托东营地区丰富 的地下盐矿资源，已构建起盐化工与精细化工协同发展的产业模式，形成了多元化的化工产品矩阵，核 心产品包括烧碱、液氯、双氧水、环氧丙烷、氯乙酸、甲烷氯化物、苯胺等。这些产品广泛应用于化工 合成、医药、新材料等多个领域，产业基础扎实且具备协同优势，未来公司将持续聚焦化工主业延伸与 产品升级，实现公司的持续稳定发展。 ...

Core Viewpoint - Huatai Co., Ltd. (600308) emphasizes the importance of its chemical business as a key component of its dual main business layout, which includes both paper and chemicals, contributing over 30% to the company's overall revenue [1] Group 1: Chemical Business Overview - The core products of the chemical segment include caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, aniline, methyl chloride, and chloroacetic acid [1] - The chemical segment is a significant support for the company's overall business [1] Group 2: Market Dynamics - The exit of inefficient capacity in the chemical industry has led to increased market supply-demand tension, resulting in a recovery in prices for the company's main chemical products from their low points [1] - This price recovery is expected to effectively improve the profitability of these products [1] Group 3: Competitive Advantages - The chemical business possesses advantages such as large-scale production and compliance with environmental regulations [1] - The synergy with the paper business enhances the profitability elasticity during the industry's recovery cycle [1] Group 4: Future Focus - The company plans to continue focusing on the synergistic development of its main businesses, aiming to strengthen the profitability stability of its chemical segment and enhance overall corporate value [1]

Core Viewpoint - Huatai Co., Ltd. (600308) has established a mature industrial chain that integrates salt chemical and fine chemical development through its wholly-owned subsidiary Dongying Huatai Chemical Group, focusing on the production and operation of mature products within its existing industrial chain [1] Group 1: Company Overview - The core products of the company include caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, chlorinated methane, and aniline [1] - The company emphasizes its focus on the production and operation of mature products within its existing industrial chain [1] Group 2: Business Operations - The company has developed a synergistic industrial chain that combines salt chemical and fine chemical sectors [1] - For specific information regarding the company's chemical business and projects, stakeholders are advised to refer to announcements published on the Shanghai Stock Exchange and designated information disclosure media [1]

Core Viewpoint - Huatai Co., Ltd. (600308) is expanding its chemical sector by establishing a joint venture to enhance its capabilities in high-performance chemical new materials, leveraging its existing strengths in chlor-alkali and fine chemicals [1] Group 1: Company Overview - The company's chemical segment includes core products such as caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, methyl chlorides, and aniline [1] - The board of directors approved the establishment of Guangxi Huatai Huayou Chemical New Materials Co., Ltd. on October 30, 2025, to capitalize on its technological and operational advantages in the chlor-alkali and fine chemical sectors [1] Group 2: Strategic Initiatives - The joint venture aims to combine Huatai's technical expertise with Huayou Holdings' resource advantages to expand into high-performance chemical new materials [1] - The strategy is expected to create a synergistic effect between existing chemical products and new materials, enhancing overall competitiveness and profitability [1]

Core Viewpoint - Huatai Co., Ltd. emphasizes that its current main industries are paper manufacturing and chemicals, indicating a focus on enhancing its market position and internal value [1] Group 1: Industry Overview - The main products in the paper segment include newsprint, cultural paper, coated paper, packaging paper, as well as chemical pulp and mechanical pulp [1] - The chemical products primarily consist of caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, methyl chlorides, and aniline [1] Group 2: Company Strategy - The company believes its stock price does not reflect its intrinsic value and plans to accelerate the implementation of transformation projects to achieve production efficiency [1] - There is a commitment to strengthen the market expansion of high-end products and continuously optimize the profit structure [1] - The company aims to deepen investor relations management to effectively communicate transformation value and operational highlights, supporting a valuation enhancement plan to aid in value recovery and improve the experience of minority shareholders [1]