金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模13.5亿。今年以来收益 29.37%，同类排名3110/8172；近一年收益58.85%，同类排名2470/7995；成立以来收益504.19%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间8年284天，现任基金资产总规模13.5亿元，任职期间最佳基金回报 508.48%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月23日，科隆股份跌5.08%，截至发稿，报5.60元/股，成交2423.04万元，换手率1.94%，总市值15.92 亿元。科隆股份股价已经连续3天下跌，区间累计跌幅6.65%。 资料显示，辽宁科隆精细化工股份有限公司位于辽宁省辽阳市宏伟区万和七路36号，成立日期2002年3 月21日，上市日期2014年10月30日，公司主营业务涉及经营(无储存)环氧乙烷、1,2环氧丙烷、1,6-己二 ...

Industry Overview - Ethylene Oxide (EO) is a crucial organic chemical raw material and intermediate, ranking third among ethylene derivatives after polyethylene and polyvinyl chloride [1][2] - In 2010, China's EO production capacity was approximately 1.26 million tons, which surged to 4.79 million tons by 2019, achieving a compound annual growth rate (CAGR) of 16% [5] - From 2020 to 2023, China's EO production capacity maintained a growth rate of over 14%, projected to reach 9.44 million tons by 2024, with a year-on-year increase of 8.51% [5] Production and Supply Chain - The upstream of the EO industry includes raw materials such as ethylene and oxygen, while the midstream involves EO production, primarily through the direct oxidation of ethylene [3] - The downstream applications of EO include a variety of products such as polycarboxylic acid superplasticizers, non-ionic surfactants, and others, serving multiple sectors including real estate, infrastructure, and agriculture [3] Regional Distribution - EO production in China is concentrated in East China, South China, and Northeast China, with these regions accounting for over 85% of total capacity [7] - East China, in particular, has become the most significant production base, contributing over 55% of the total capacity due to its robust chemical industry infrastructure and market demand [7] Trade Dynamics - China's EO exports have shown a rapid growth trend, with export volume reaching 971 tons in 2024, a year-on-year increase of 45.14% [9] - The country has maintained a net export status, with zero imports in 2023-2024, indicating that domestic production fully meets market demand [9] Consumption Market - The consumption structure of EO is evolving, with polycarboxylic acid superplasticizers being the largest market, although its share is declining from 61% in 2020 to 37% in 2024 due to a slowdown in the real estate sector [11] - Non-ionic surfactants are experiencing strong growth, increasing their share from 24% in 2024, driven by demand from the daily chemical and agricultural sectors [11] Competitive Landscape - The market share of private enterprises in the EO industry has increased from 33.79% in 2019 to 48.24%, while state-owned enterprises have seen a decline [13] - This shift is attributed to the competitive advantages of private firms in raw material procurement and flexible resource allocation [13] Future Trends - The EO production capacity is expected to continue expanding, with an anticipated addition of 1 million tons by 2025, leading to a total capacity exceeding 9 million tons [19] - The industry is also moving towards green processes and high-end transformation, with a focus on low-carbon catalysts and bio-based EO production methods [20]