山东键邦新材料股份有限公司 证券代码：603285 证券简称：键邦股份 公告编号：2025-038 2025 年 1-6 月主要经营数据的公告 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。 根据上海证券交易所《上市公司自律监管指引第3号行业信息披露：第十三 号——化工》有关规定和披露要求，现将山东键邦新材料股份有限公司（以下简 称"公司"）2025年1-6月主要经营数据披露如下： 一、主要产品的产量、销量及收入情况 2025年1-6月公司营业收入为30,711.88万元，其中主营业务收入为29,924.62 万元，其他业务收入为 787.26 万元。公司主要产品产销情况如下： | 类别 | 产量（吨） | 销量（吨） | 销售收入（万元） | | --- | --- | --- | --- | | 赛克 | 13,018.66 | 13,156.34 | 15,391.49 | | 钛酸酯 | 2,446.19 | 2,424.30 | 4,504.70 | | DBM/SBM | 2,388.79 | 2,351.00 | ...

Investment Rating - The report maintains a recommendation for the chemical industry, indicating a positive outlook for the sector [7]. Core Insights - The report highlights significant price increases in TDI and Vitamin D3, suggesting a focus on the TDI and organic silicon sectors [1][5]. - The chemical sector outperformed the market, with a weekly increase of 1.77%, surpassing the Shanghai A-share index by 1.08 percentage points [2][15]. - Key stocks that performed well include Dongcai Technology (+33.16%) and Cangzhou Dahua (+28.47%), while stocks like Guangxin Materials (-9.26%) and Ando A (-9.05%) saw declines [2][15]. Industry Performance - In the third week of July, 20 sub-industries within the chemical sector saw increases, with the top five being modified plastics (+7.42%) and phosphate chemicals (+7.41%) [3][19]. - The dynamic PE ratio for the chemical sector is reported at 25.83 times, which is lower than the average PE of 30.02 times since 2015 [2][15]. Price and Spread Trends - The report lists the top five products with the highest weekly price increases: liquid chlorine (+21.78%), TDI (+18.83%), and Vitamin D3 (+10%) [4][22]. - The report also notes significant changes in price spreads, with the ethylene spread increasing by 81.82% and PTA spread decreasing by 357.81% [4][43]. Inventory Changes - Notable inventory changes include an increase in epoxy propane (+11.97%) and a decrease in ethylene (-8.57%) [5][61]. Recommendations - The report suggests monitoring companies such as Cangzhou Dahua and Wanhua Chemical due to the significant rise in TDI prices [5]. - Attention is also drawn to organic silicon producers like Xin'an Chemical and Xinfeng Group, following a fire incident affecting supply [5].

Core Viewpoint - The article discusses an innovative method for chemically recycling mixed plastic waste into valuable chemical products, addressing the environmental challenges posed by plastic waste [2][3]. Group 1: Research Overview - The research, published in Nature, presents a strategy to convert eight common types of plastic waste into their original chemical components or other valuable compounds [3][10]. - The method focuses on identifying functional groups in mixed plastic waste to facilitate the separation and conversion of these materials into useful products [5][8]. Group 2: Methodology - The research team developed a solid-state NMR method to accurately identify the types of plastics present in the mixed waste, which is crucial for the subsequent processing steps [5][6]. - By using selective solvents, the team was able to dissolve and separate specific plastics from the mixed waste, followed by catalytic processes to convert these plastics into valuable products [6][7]. Group 3: Results and Innovations - The study successfully demonstrated the feasibility of the proposed strategy using a real-life plastic mixture, yielding various chemical substances such as benzoic acid, plasticizers, and hydrocarbons [7][8]. - The key innovation lies in the universal strategy designed to tackle the challenge of chemical recycling of mixed plastics, allowing for adjustments in chemical steps based on the initial identification of major components [8][10].

Core Viewpoint - The research conducted by Chinese scientists using nuclear magnetic resonance technology provides a new pathway for plastic waste management and resource recycling by identifying key chemical structures in mixed waste plastics and designing customized catalytic conversion plans to transform waste into high-value chemical products [1][3]. Group 1: Research and Methodology - The study focuses on the challenge of plastic waste, which is prevalent in various sectors such as packaging, home goods, automotive, and electronics, and is often difficult to recycle due to its mixed nature [1]. - The research team, led by Professor Martin from Peking University in collaboration with the Dalian Institute of Chemical Physics, utilized nuclear magnetic resonance technology to identify key chemical structures in mixed waste plastics [1]. - The new method allows for the mixed processing of complex waste plastics, such as food containers and packaging bags, without the need for labor-intensive sorting, thus improving efficiency and reducing costs [2]. Group 2: Economic and Environmental Impact - The innovative approach significantly enhances the economic viability and environmental benefits of plastic resource recovery by producing high-value chemical raw materials such as benzoic acid, lactic acid, bisphenol A, and alanine [1]. - The research aims to alleviate environmental pollution while also reducing dependence on fossil fuels, contributing to national carbon reduction efforts [3].

证券代码：603285 证券简称：键邦股份 公告编号：2025-024 山东键邦新材料股份有限公司 2024 年度主要经营数据的公告 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。 根据上海证券交易所《上市公司自律监管指引第3号行业信息披露：第十三 号——化工》有关规定和披露要求，现将山东键邦新材料股份有限公司（以下简 称"公司"）2024年度主要经营数据披露如下： 一、主要产品的产量、销量及收入情况 2024 年度公司营业收入为 67,269.21 万元，其中主营业务收入为 65,304.51 万元，其他业务收入为 1,964.70 万元。公司主要产品产销情况如下： | 类别 | 产量（吨） | 销量（吨） | 销售收入（万元） | 销售收入同比变化 | | --- | --- | --- | --- | --- | | 赛克 | 26,453.32 | 26,117.33 | 36,452.15 | 7.04% | | 钛酸酯 | 4,587.09 | 4,497.05 | 11,051.80 | -30.61% | | ...