| | | 江西宏柏新材料股份有限公司 2025 年半年度主要经营数据公告 特此公告。 | 主要产 | 2025 | 年上半年平均销售 | 2024年上半年平均 | 变动比例 | | --- | --- | --- | --- | --- | | 品名称 | 单价（元/吨） | | 销售单价（元/吨） | | | 硅烷偶联剂 | | 13,202.23 | 15,607.80 | -15.41% | | 气相白炭黑 | | 14,977.91 | 16,612.80 | -9.84% | （二）主要原材料价格变动情况（不含税） | 主要原料名称 | 2025 年上半年平均采购单价 较上年同期变动幅度 | 2025年上半年平均采购单价环 比变动幅度 | | --- | --- | --- | | 电煤 | -16.67% | -5.82% | | 硅块 | -30.96% | -12.04% | | 氯丙烯 | 13.24% | 5.57% | | 无水乙醇 | -14.98% | 1.07% | | 碳黑 | -18.58% | -4.12% | 一、主要产品的产量、销量及收入实现情况 主要产品 2025年上 ...

Core Viewpoint - The demand for carbon black is increasing due to the growth of industries such as plastics, rubber, inks, and coatings, particularly in China, which has the largest rubber and plastic markets globally [3]. Industry Overview - Carbon black is an essential raw material in rubber and plastic processing, characterized by its high surface area, excellent conductivity, and coloring properties [3]. - The establishment of a stable carbon black supply chain is crucial for various industries to meet the rising demand [3]. Company Profile: N539 Carbon Black - N539 Carbon Black is a leading player in the Chinese carbon black industry, known for its significant market presence and technological expertise [4]. - The company adheres to a "quality first, environmentally friendly" philosophy, focusing on technological innovation and process improvement to enhance product quality [4]. - N539 Carbon Black's acquisition efforts are aimed at elevating the overall level and competitiveness of the Chinese carbon black industry [4]. Strategic Initiatives - The acquisition by N539 Carbon Black is expected to accelerate technological advancements within the industry, fostering deeper collaborations with other technologically strong enterprises [4]. - The company aims to improve the international competitiveness of Chinese carbon black firms by expanding its influence in the global market [4]. Challenges in the Industry - The carbon black market is highly competitive, with many players leading to price wars and low-cost competition [5]. - The production process generates significant wastewater and emissions, posing environmental challenges [5]. - Domestic carbon black companies face technological and innovation gaps compared to their international counterparts [5].

Core Insights - The carbon black market is experiencing increasing demand, leading to heightened attention on price fluctuations by related industries [2] - The introduction of the N219 carbon black price comparison tool aims to enhance market transparency and efficiency by providing comprehensive price comparisons and market analysis [2][3] Market Transparency and Efficiency - The N219 tool utilizes big data technology to aggregate pricing information from various carbon black suppliers onto a single platform, allowing buyers to easily compare prices across different brands, models, and specifications [2] - The tool also features market trend analysis based on historical price data, enabling buyers to make informed purchasing decisions and supply chain adjustments [2] Product Evaluation and Selection - In addition to price comparisons, the N219 tool offers a thorough evaluation of carbon black products based on quality, performance, and application, helping buyers identify the most suitable products [2] - The tool's user-friendly interface and high data update frequency ensure that users receive accurate and real-time pricing information [3] Future Implications - The N219 carbon black price comparison tool is expected to play an increasingly significant role in the carbon black industry, promoting healthy market development as technology and market conditions evolve [3]

Group 1 - The carbon black industry has a significant market size, exceeding 10 million tons globally, with an annual growth rate of approximately 6% [2] - Carbon black is an essential industrial raw material used in various sectors, particularly in the rubber industry for manufacturing tires and industrial rubber products [2] - N121 carbon black is a common variety in the market, known for its high demand and wide application [2] Group 2 - Factors influencing carbon black prices include raw material costs, supply-demand dynamics, and environmental policies [3] - The primary raw material for carbon black is petroleum products, and fluctuations in oil prices directly impact production costs and market prices [3] - The global carbon black production capacity is concentrated among a few large companies, leading to relatively stable supply, but rapid changes in market demand can create imbalances [3] Group 3 - N121 carbon black possesses advantages such as good blackness, tear strength, and wear resistance, making it widely used in tires, conveyor belts, and rubber products [3] - Compared to other varieties, N121 carbon black is relatively low-priced and offers high cost-performance, gaining attention in both domestic and international markets [3] Group 4 - The future market for N121 carbon black is promising, driven by the accelerating industrialization process in China and growing demand in rubber, plastics, coatings, and inks [4] - The demand for carbon black is expected to increase with the growth of global automobile production and technological advancements in the tire sector [4] - The carbon black industry is anticipated to undergo technological innovation and market structure adjustments to align with greener and more sustainable development practices [4]

| 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 江西宏柏新材料股份有限公司 2024 年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。 江西宏柏新材料股份有限公司(以下简称"公司") 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）》有关规定，现将 2024 年年度主要经营数据披露如下： 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品名称 | 2024 | 年年度平均销售 单价（元/吨） | 2023 售单价（元/吨） | 年年度平均销 | 变动比例 | | --- | --- | --- | --- | --- | --- | | 硅烷偶联剂 | | 15,078.74 | 19,218.22 | | -21.54% | | 气相白炭黑 | | 16,683.27 | | 14,898.95 | 11. ...