11月21日，奥克股份盘中下跌2.07%，截至09:35，报10.40元/股，成交4534.76万元，换手率0.64%，总 市值70.73亿元。 截至9月30日，奥克股份股东户数3.00万，较上期减少15.65%；人均流通股22615股，较上期增加 18.55%。2025年1月-9月，奥克股份实现营业收入31.58亿元，同比增长4.93%；归母净利润-656.13万 元，同比增长95.09%。 分红方面，奥克股份A股上市后累计派现14.53亿元。近三年，累计派现0.00元。 责任编辑：小浪快报 今年以来奥克股份已经3次登上龙虎榜，最近一次登上龙虎榜为11月12日。 资料显示，辽宁奥克化学股份有限公司位于辽宁省辽阳市宏伟区万和七路38号，成立日期2000年1月1 日，上市日期2010年5月20日，公司主营业务涉及环氧乙烷、乙烯衍生绿色低碳精细化工高端新材料的 研发与生产销售。主营业务收入构成为：聚醚单体65.11%，聚乙二醇20.58%，脂肪醇醚13.99%，其他 (补充)0.31%。 奥克股份所属申万行业为：基础化工-化学原料-其他化学原料。所属概念板块包括：环氧丙烷、小盘、 电解液、锂电池、固态电池等。 资 ...

11月20日，奥克股份盘中下跌2.03%，截至10:58，报10.63元/股，成交2.53亿元，换手率3.44%，总市值 72.29亿元。 奥克股份今年以来股价涨69.54%，近5个交易日跌21.95%，近20日涨21.49%，近60日涨33.21%。 今年以来奥克股份已经3次登上龙虎榜，最近一次登上龙虎榜为11月12日。 资料显示，辽宁奥克化学股份有限公司位于辽宁省辽阳市宏伟区万和七路38号，成立日期2000年1月1 日，上市日期2010年5月20日，公司主营业务涉及环氧乙烷、乙烯衍生绿色低碳精细化工高端新材料的 研发与生产销售。主营业务收入构成为：聚醚单体65.11%，聚乙二醇20.58%，脂肪醇醚13.99%，其他 (补充)0.31%。 奥克股份所属申万行业为：基础化工-化学原料-其他化学原料。所属概念板块包括：小盘、电解液、环 氧丙烷、污水处理、固态电池等。 截至9月30日，奥克股份股东户数3.00万，较上期减少15.65%；人均流通股22615股，较上期增加 18.55%。2025年1月-9月，奥克股份实现营业收入31.58亿元，同比增长4.93%；归母净利润-656.13万 元，同比增长95.09 ...

如何降低无序扩张，避免行业"内卷"?全国环氧及衍生物可持续发展合作论坛副秘书长杨斌指出，一方 面，上下游企业要加强"EO—单体—表活—乙醇胺"一体化协同发展，构筑低成本优势，加大出口力 度；另一方面，利用EO低成本优势，加大研发力度，向下游高附加值产品延伸。 谈及下游高价值衍生品的开发，中昊晨光化工研究院有限公司原院长付旭提出了4个发展方向。在高端 电子化学品方面，电子级EO是先进制程晶圆表面清洗液的核心原料，企业可与晶圆厂深度绑定，形成 高转换成本壁垒；在新能源材料方面，电池级碳酸乙烯酯(EC)目前依赖日韩进口，国产替代空间巨大； 在医药中间体与药用辅料方面，医药辅料可降解聚乙二醇国产替代空间广阔；在绿色表面活性剂与特种 聚醚方面，脂肪醇聚氧乙烯醚(AEO)和烷基糖苷(APG)可替代壬基酚聚氧乙烯醚超过20万吨，传统减水 剂企业可通过生物基EO和窄分布催化技术切入绿色表面活性剂领域。 中化新网讯 当前，我国环氧乙烷(EO)产业正面临基础产品竞争加剧、高端产品供应不足、原料成本增 长等现状，要加强科技创新与产业协同发展，走高端化、国际化以及一体化全产业链发展路径。这是上 周在江苏南京召开的2025全国环氧产业 ...

Core Viewpoint - On November 11, Aok Chemical Co., Ltd. experienced a significant stock price increase of 20.04%, with a trading volume of 1.184 billion yuan, indicating strong market interest and activity [1]. Financing Summary - On the same day, Aok Chemical had a financing buy-in amount of 116 million yuan, while the financing repayment was 119 million yuan, resulting in a net financing outflow of 3.42 million yuan [1]. - As of November 11, the total financing and securities lending balance for Aok Chemical was 172 million yuan, which represents 2.21% of its circulating market value and is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, there were no shares repaid or sold on November 11, with a total securities lending balance of 0 yuan, also reflecting a high level compared to the past year [1]. Company Overview - Aok Chemical, established on January 1, 2000, and listed on May 20, 2010, is located in Liao Yang, Liaoning Province. The company specializes in the research, development, production, and sales of epoxy ethane and ethylene-derived green low-carbon fine chemical high-end new materials [1]. - The main revenue composition of Aok Chemical includes: 65.11% from polyether monomers, 20.58% from polyethylene glycol, 13.99% from fatty alcohol ethers, and 0.31% from other sources [1]. Financial Performance - As of September 30, Aok Chemical reported a total of 30,000 shareholders, a decrease of 15.65% from the previous period, with an average of 22,615 circulating shares per person, an increase of 18.55% [2]. - For the period from January to September 2025, Aok Chemical achieved an operating income of 3.158 billion yuan, representing a year-on-year growth of 4.93%. However, the net profit attributable to the parent company was -6.5613 million yuan, showing a significant year-on-year improvement of 95.09% [2]. Dividend Information - Since its A-share listing, Aok Chemical has distributed a total of 1.453 billion yuan in dividends. However, there have been no dividend distributions in the past three years [3].

Group 1: Company Developments - Wanhua Chemical announced that its wholly-owned subsidiary, Wanhua Chemical (Ningbo) Co., Ltd., will conduct a scheduled maintenance shutdown of its MDI Phase II facility (1 million tons/year) starting November 15, 2025, for approximately 55 days, which will not significantly impact production operations [1] - The Fuzhou Ecological Environment Bureau approved the environmental impact report for Wanhua Chemical (Fujian) Isocyanate Co., Ltd.'s 1.5 million tons/year MDI technical upgrade and expansion project, which will enhance existing capacity from 800,000 tons/year to 1.5 million tons/year, expected to be completed and operational by Q2 2026 [1] - Following these expansions, Wanhua Chemical's total global MDI capacity will reach 4.5 million tons/year by the end of 2024, up from 3.8 million tons/year [1] Group 2: Product Capacity Expansion - Wanhua Chemical plans to expand its polyether EOD capacity, including various types such as ordinary soft foam polyether, high resilience polyether, and differentiated EOD, among others [2] - The production capacity changes for polyether products are as follows: ordinary soft foam polyether from 300,000 tons to 500,000 tons, high resilience polyether from 100,000 tons to 120,000 tons, differentiated polyether from 60,000 tons to 100,000 tons, and new capacity for low solid content POP blending pipeline of 50,000 tons [5] - The EOD segment will see an increase in capacity for water-reducing agent polyether from 100,000 tons to 180,000 tons and differentiated EOD from 20,000 tons to 40,000 tons [5] Group 3: Market Dynamics - Despite an oversupply in the domestic polyether market, production capacity continues to expand, particularly for products with good profit margins, such as soft foam polyether, driven by the growing demand from the high-end automotive market [3] - The high resilience polyether, with a molecular weight typically between 5000-6000, is increasingly used in automotive interiors, requiring high performance in terms of demolding time and mechanical properties [3] - The low solid content POP blending pipeline products, which have a solid content range of 10%-30%, are suitable for various foaming processes and applications, including furniture and footwear [4]

Core Viewpoint - The company has sufficient production capacity for polyethylene glycol and can flexibly switch production among various ethylene oxide derivatives to meet market demand [2] Group 1 - The company confirmed its ability to meet market demand through flexible production capabilities [2] - The production facilities are designed to produce multiple ethylene oxide derivatives [2]

Core Viewpoint - The company has sufficient polyethylene glycol production capacity and can flexibly switch production among various ethylene oxide derivatives to meet market demand [1] Company Summary - The company, 奥克股份 (300082.SZ), has confirmed its ability to meet market demand through its flexible production capabilities [1]

Core Viewpoint - The company, Aoke Co., Ltd. (300082), reported that the sales performance of its polyethylene glycol products is strong, as indicated in its regular reports [1] Group 1 - The company engaged with investors on an interactive platform, confirming positive market sales for its products [1] - The company referenced its periodic reports for detailed information regarding sales performance [1]

Group 1 - The company, Aoke Co., Ltd. (300082), is actively monitoring and exploring the applications of polyethylene glycol across various fields [1]

Core Viewpoint - China Rare Earth (000831) stated on October 20 that the company currently does not utilize polyethylene glycol in its rare earth extraction and separation processes [1] Group 1 - The company is actively engaging with investors through interactive platforms [1] - The current processes of the company do not involve the application of polyethylene glycol [1]