| 当日价 | 5850.00 | | --- | --- | | 日涨幅 | 0.00% | | 一年位置 | 低位 | | 最小值 | 5833.33 | | 最大值 | 6166.67 | | 中位值 | 6000 | | 顶位差 | -316.67 | | 底位差 | 16.67 | | 平均值 | 6001.19 | | 警戒 | | (文章来源：生意社) 新浪合作大平台期货开户 安全快捷有保障 生意社01月02日讯 1月2日，生意社白炭黑基准价为5850.00元/吨，与本月初持平。 ...

Group 1 - The overall inorganic silicon industry is experiencing stable supply on the upstream side and expanding applications on the downstream side, leading to good economic benefits in 2025 [1] - The five major sub-sectors of the silicon industry are maintaining profitability, with white carbon black, silica sol, and molecular sieves leading the industry in profit margins; production of sodium silicate, white carbon black, and silica sol has increased by 7% to 8% year-on-year, with profit margins for white carbon black and silica sol averaging between 15% and 20% [1] - The white carbon black sector has a high concentration of leading enterprises, with a notable trend towards low-carbon production methods; the annual production capacity of fumed silica has exceeded 200,000 tons, showing rapid growth [1] Group 2 - The silica sol industry has clear expansion expectations, with an anticipated addition of 300,000 tons of production capacity over the next three years; current annual production is about 600,000 tons, with capacity expected to exceed 1 million tons, primarily concentrated in Hubei [2] - Demand for silica sol is rapidly increasing in industries such as catalysts and paints due to technological advancements [2] - In the catalyst and molecular sieve sectors, leading enterprise Luoyang Jianlong Micro Sodium is experiencing rapid growth, with a gross profit margin of 30%; the annual production capacity of sodium metasilicate is about 500,000 tons, with an annual output of approximately 400,000 tons [2] Group 3 - Looking ahead to 2026, the industry aims to focus on structural adjustments, technological innovation, and safety and environmental protection to lay a solid foundation for the "14th Five-Year Plan" [3] - The industry is encouraged to enhance traditional sectors through green technology, promoting smart, green, and integrated development while leveraging digital technologies [3] - There is an emphasis on utilizing regional advantages across different areas to create a self-controlled, safe, and differentiated competitive silicon-based industry [3]

周期开启跨年行情 20251221 摘要 股市短期或加速上涨，科技和非银板块仍被看好，周期和消费品中的转 型机会值得关注。机构保收益和降仓位对市场冲击已基本消化，创业板 表现强劲，科技行情远未结束。 中央经济工作会议强调推动投资止跌回稳及房地产去库存，旨在应对投 资增速和外商直接投资转负的局面，预计明年 3 月将公布大型基建项目， 财政和货币政策或将做出相应调整。 2026 年市场风格预计将倾向于质量成长或基本面策略回归，科技与非 科技、权重与小市值均有机会，但防守型策略资产可能面临挑战，重点 关注科技成长和周期成长方向。 航空业未来两年投资逻辑基于油价、汇率利好及国家提振消费政策，客 座率创新高后转向票价提升，供需关系改善将推动票价和盈利上升，建 议积极布局相关标的。 油运行业基本面稳健，原油轮运价维持高位，预计四季度及全年盈利将 创十年新高。合规市场供需关系持续向好，一年期期租价格上涨反映乐 观预期，春节前后运价回落时可逆向布局。 Q&A 对未来一段时间的市场行情有何看法？ 我们对未来市场行情持乐观态度。首先，政策预期有望上修，市场交投也将更 为活跃。在长时间的横盘震荡后，我们预计指数将逐步上升，并在春节 ...

（来源：精化大不同） 12月5日，昆明市生态环境局关于多氟多（昆明）科技开发有限公司含氟废水综合利用技改项目环境影响报告书文件受理情况的公示。项目相关情况如 下： 项目情况 ①在厂区现有 1# 含氟废水处理站旁新建 1 座提锂装置厂房，内设 1 套含氟含锂废水提锂装置，利用萃取工艺回收氟化锂生产装置含氟含锂废水中的 锂资源，并返回氟化锂项目生产系统中再利用； ②在厂区现有氟化铝生产装置区内新建含氟废水生产冰晶石副产白炭黑主要生产装置，在厂区现有氟化铝生产装置区南侧新建 1 座原料及产品仓 库，内设 1 套白炭黑干燥和包装设备，在厂区现有氟化铝及氢铝库房内新建 1 套冰晶石脱水、干燥和包装设备，利用硅法冰晶石联产白炭黑生产工 艺回收提锂后产生的含氟废水与现有氟化铝生产装置产生的含氟废水中的氟资源； ⑥此外，本次拟建项目在厂区现有锅炉房内新增 1 台 8t/h 生物质锅炉，作为现有天然气锅炉的补充，用于保证天然气供应不足期间的全公司蒸汽供 应。 | 丁程 | 项目组成 | 建设内容 | 各注 | | --- | --- | --- | --- | | 内容 | | 健设1座提醒装置厂房,建构筑物结构为混凝土框架, ...

"强国必先强农，农强方能国强。"这句著名论断精准地点出了农业在强国建设中的根基性地位。然而我 国虽是农业大国，但距"农业强国"仍有较大差距，核心症结之一便是农产品加工产业链条短、附加值偏 低。数据显示，我国农产品加工产值与农业总产值比例约为2.5:1，而农业发达国家这一比例可达4:1。 这一差距清晰表明，做强粮油加工业、提升农产品精深加工水平，充分挖掘每一粒粮食的价值，是迈向 农业强国的关键路径。 在此背景下，金龙鱼首创的"水稻循环经济模式"，为中国农产品深加工提供了极具借鉴意义的实践样 本。以往，一粒稻谷的价值仅止于脱壳成米，剩余的稻壳、米糠多以废料处理或低价售予饲料厂；而在 该模式下，稻谷实现了全价值链升级——从餐桌香米，到厨房稻米油，再到工业领域的轮胎原料"白炭 黑"，完成了从"食用"到"多用"的跨界转型，尽显资源高效利用的产业价值。 金龙鱼核心的"6步鲜米精控技术"是这场变革的起点，这套技术通过"鲜割、鲜谷、鲜存、鲜碾、鲜装、 鲜食"六个环节的精准控制，彻底改变了传统大米加工的粗放模式。 "鲜割"环节最能体现这套技术的价值所在。传统做法是等稻谷完全成熟后再收割，但金龙鱼选择在稻谷 九成熟时就开始收割， ...

氯磷硅三元素循环不息，叙写产业融合新传奇 2022年布局浙江启源、湖州金灿、湖北皇恩烨三大基地，聚焦石墨负极、硅基负极、新型负极业务，提供新能源应用场景负极材料综合解决方案。 2021年并购合肥星宇，进入杀虫杀菌系列，打破农化产品系列单一的发展瓶颈，成为全球除草剂品种最齐全的企业，为产业登顶奠定坚实基础。 新安的步伐，始终踏在时代需求的脉搏上 2016年以来，围绕"氯、磷、硅"元素循环利用，集团以资本为引擎，以项目为抓手，持续延链补链强链，从"双轮驱动"逐步走向硅基材料、磷基材料、新 能源材料"三足鼎立"新发展格局，利用白南山园区搬迁契机，打造马目智能园区，草甘膦合成技术成为国内领先。 2018年牵手德国赢创投产白炭黑项目，填补高端领域的空白，巩固了全产业链优势。把握"碳达峰、碳中和"发展机遇，发挥碳基、硅基传统优势，在动力 电池、储能电池、3C消费电池等领域拓展新能源应用场景。 2019年，新安与福建上杭县政府签约磷基阻燃剂项目，聚焦新能源汽车、5G通信、航空材料等战略性新兴产业。 2020年全资控股华洋化工，深化硅基产业一体化发展。同年，建成镇江江南30万吨氯资源综合利用项目，巩固了行业地位；合资建设崇耀 ...

Core Viewpoint - Longxing Technology (002442) clarifies its main business focus on the research, production, and sales of high-quality nano-grade carbon black and white carbon black, explicitly stating that it does not engage in any polyvinyl chloride (PVC) related business and has not purchased any PVC equipment [1] Group 1 - The company specializes in high-quality nano-grade carbon black and white carbon black [1] - The company does not involve itself in PVC-related business activities [1] - The company has not acquired any PVC production equipment [1]

Group 1 - The carbon black industry is experiencing a significant supply-demand imbalance, with supply growth outpacing demand growth over the past two years [1][2] - In 2025, the carbon black market is expected to face downward pressure on prices due to high inventory levels and limited demand growth, particularly in the semi-steel tire sector [2][3] - The average market price of carbon black remained stable at 5833.33 yuan/ton as of November 18, 2025, reflecting ongoing supply-demand mismatches [1][2] Group 2 - The carbon black industry is projected to see a concentrated release of new capacity between 2026 and 2028, with an expected addition of over 142.5 thousand tons, primarily from large enterprises and petroleum-based raw material producers [4] - The industry is likely to face intensified supply-demand conflicts, leading to a potential increase in the elimination rate of small carbon black enterprises and a rise in industry concentration [4] - The regional supply-demand dynamics in 2026 are expected to remain similar to 2025, with East and North China as the main supply areas and East China as the largest demand area [5]

Group 1 - The core point of the news is that Heimao Co., Ltd. experienced a decline in stock price by 5.13%, with the current share price at 10.55 yuan, a trading volume of 295 million yuan, and a turnover rate of 3.73%, resulting in a total market capitalization of 7.758 billion yuan [1] - Heimao Co., Ltd. is primarily engaged in the production and sales of carbon black, refined tar products, and white carbon black, with carbon black accounting for 75.93% of its main business revenue, refined tar products 13.13%, other products 8.51%, and white carbon black 2.43% [1] Group 2 - Among the top ten circulating shareholders of Heimao Co., Ltd., a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 29,700 shares in the third quarter, now holding 4.0392 million shares, which represents 0.55% of the circulating shares. The estimated floating loss today is approximately 2.3023 million yuan [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion yuan. Year-to-date returns are 27.78%, ranking 1837 out of 4212 in its category; the one-year return is 24.32%, ranking 1864 out of 3956; and since inception, the return is 13.08% [2]

证券代码：603260 证券简称：合盛硅业 公告编号：2025-067 三、主要原材料的价格变动情况（不含税） | 主要产品 | 2025 年三季度 平均价格（元/吨） | 2025 年二季度 平均价格（元/吨） | 2024 年三季度 平均价格（元/吨） | 环比变 动比率 | 同比变 动比率 | | --- | --- | --- | --- | --- | --- | | | | | | （%） | （%） | | 矿石 | 223.56 | 512.35 | 384.41 | -56.37 | -41.84 | | 石油焦 | 3,021.50 | 1,944.90 | 1,356.87 | 55.36 | 122.68 | | 硅厂煤 | 565.41 | 604.74 | 820.37 | -6.50 | -31.08 | | 电厂用煤 | 179.86 | 180.95 | 231.89 | -0.60 | -22.44 | | 甲醇 | 1,666.46 | 1,718.04 | 2,012.87 | -3.00 | -17.21 | | 氯甲烷 | 1,985.49 | 1,940.25 | ...