Core Viewpoint - Satellite Chemical has achieved a MSCI ESG rating of BBB, ranking among the top in the A-share chemical industry, reflecting the company's efforts in ESG information disclosure and internal practices [1][2]. ESG Disclosure Performance - MSCI, a leading global index provider, has recognized Satellite Chemical's ESG performance, with the company's rating improving from B to BBB over two consecutive years [2]. - The company has been included in various prestigious ESG-related lists and has received multiple awards for its sustainable practices, including the "ESG Action Power Award" and "Best Responsible Enterprise Brand TOP100" [2]. ESG Practices Building Competitive Advantage - Satellite Chemical has published ESG reports for three consecutive years, emphasizing that true ESG commitment goes beyond regulatory compliance to enhance market competitiveness through green development and innovation [3]. - The company aims to reduce carbon emissions by over 2 million tons by 2030, with over 50% of this target achieved by 2024 [3]. - A significant portion of the company's R&D investment, over 40% of a planned 10 billion yuan, will focus on green technology [3]. Commitment to Social Responsibility - The company actively responds to social needs and contributes to rural revitalization and common prosperity, promoting a governance model of "co-creation, sharing, and common wealth" [4]. - Future plans include enhancing management in environmental, social, and governance areas, increasing the use of renewable energy, and developing green supply chains [4]. - The company aims to drive innovation in emerging fields such as artificial intelligence, new energy vehicles, and hydrogen utilization, focusing on developing green low-carbon chemical materials [4].

4月24日晚间，卫星化学（002648）(002648.SZ)发布2025年第一季度报告，受益于报告期内销售量价齐 升，公司一季度营业收入为123.29亿元，同比增长40.03%；归母净利润为15.68亿元，同比增长 53.38%；扣非后的归母净利润为16.92亿元，同比增长59.17%；随着本期利润增加，公司经营活动产生 的现金流量净额为15.99亿元，同比增长141.91%。 产品提质附加值持续提升 公司2025年一季度延续了2024年四季度(营收、归母净利润分别同比增长41.69%、75.09%)的良好增长势 头，体现了公司新产能持续释放增量。 SAP新产能有望抓住纸尿裤增长机遇 近期，纸尿裤线上增速有回暖，包括卫星化学在内的产业链企业关注度显著提升。卫星化学在2024年报 中指出，公司历时十余年自主研发与创新的高吸水性树脂装置2024年实现满负荷运行，实现打造民族品 牌的初衷，成为国内外知名品牌的供应商。 2025年一季度，公司将上述产能优势进一步发挥，并开发高附加值产品。公司在此前一季度业绩预告中 指出，公司保持生产装置"安、稳、长、满、优"运行，不断探索挖掘装置潜力的同时，部分生产装置通 过技术创 ...