四季度以来，苯酐市场"寒流"阵阵，在"金九银十"成空后，价格继续下探。目前，苯酐价格运行至5700 元(吨价，下同)，创下近4年新低。面对短期难以理顺的供需矛盾，业内人士普遍认为，苯酐市场低位 徘徊的态势还将持续。 苯酐按生产工艺主要分为邻法苯酐和萘法苯酐，在2025年两者出现了明显的盈利能力反转。 供应宽松旺季预期落空 今年以来，苯酐市场整体演绎持续下跌行情，旺季不旺、淡季更淡折射出行业供需错配的现实。 传统旺季"金九银十"表现黯淡。9月市场不温不火，华东邻法苯酐价格运行区间在6100~6250元，整体震 荡幅度不大；10月市场开始大幅向下调整，苯酐市场价格跌破5900元，创2025年以来新低，更是较2024 年同期下跌超千元。进入11月，苯酐市场不见好转，下滑窗口继续开启。 供应增长是导致苯酐行情低迷的核心因素。"今年以来，爱敬(宁波)5万吨/年邻法苯酐装置投产，我国邻 法苯酐产能达到163万吨/年，较2024年增长3%；山西三强5万吨/年、潍焦集团5万吨/年萘法苯酐装置先 后投产，我国萘法苯酐产能增长至172万吨/年，较2024年增长5.8%。苯酐货源供应增加，生产企业的议 价能力被严重削弱。为了维持现 ...

Group 1: Industry Development - Kaifeng Times New Energy Technology Co., Ltd. focuses on the research and production of all-vanadium flow battery energy storage systems, with an emphasis on the development of core components such as proton membranes, carbon felt, and bipolar plates [2] - The new "14th Five-Year" plan emphasizes the integration of innovation facility construction, technology research and development, and product iteration to accelerate the development of strategic emerging industries like new energy and new materials [2] - Kaifeng Ruihong Chemical Co., Ltd. has achieved significant market share in products like isooctanoic acid, resin, and phthalic anhydride, highlighting the importance of technological innovation in the fine chemical industry [2] Group 2: Community and Cultural Development - The oil workshop community in Gulou District has developed governance brands like the "Time Bank," showcasing replicable work experiences in community governance and enhancing public services [3] - The emphasis on the protection of cultural heritage, particularly the Song Dynasty culture, aims to promote systematic protection and unified management of cultural relics, while leveraging cultural tourism brands like the Chrysanthemum Cultural Festival [3] - The focus on enhancing public services in education, healthcare, and elderly care is part of a broader strategy to create a harmonious community through effective grassroots governance [3]

2025 年第三季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个别及连带责任。 根据上海证券交易所《关于做好上市公司2025年第三季度报告披露工作的通 知》和《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》的要求，永悦科技股份有限公司（以下简称"公司"）2025年第三季 度主要经营数据披露如下： 证券代码：603879 证券简称：永悦科技 公告编号：2025-040 永悦科技股份有限公司 | | 类别 | 2025 | 年 1-9 | 月平均 | 2024 | 年 1-9 | 月平均 | 变动幅度 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 售价（元/吨） | | | 售价（元/吨） | | | | | 工艺品树脂 | | 7,278.33 | | | 7,985.72 | | -8.86% | | UPR | 玻璃钢及其他树脂 | | 6,818.95 | | | 7,575.57 | | -9. ...

江苏亚邦染料股份有限公司 证券代码：603188 证券简称：亚邦股份 公告编号：2025-046 关于 2025 年第三季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个别及连带责任。 江苏亚邦染料股份有限公司（以下简称"本公司"或"公司"）根据上海证 券交易所《上市公司自律监管指引第 3 号——行业信息披露之十三号 化工》《关 于做好主板上市公司 2025 年第三季度报告披露工作的通知》要求，现将 2025 年前三季度主要经营数据披露如下： 注： 公司本期积极拓展销售渠道，主要产品染料的产量、销量及销售收入同比上升。 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 | 2025 年 1 | 至 9 | 月平均 | 2024 至 9 | 年 | 1 | 月平均 | 变动比率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 售价（元/吨） | | 售价（元/吨） | | | | | ...

2025 年三季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个别及连带责任。 元利化学集团股份有限公司（以下简称"公司"）根据上海证券交易所《上 市公司自律监管指引第 3 号行业信息披露第十三号——化工》《关于做好主板上 市公司 2025 年三季度报告披露工作的重要提醒》要求，现将 2025 年三季度主要 经营数据披露如下： 证券代码：603217 证券简称：元利科技 公告编号：2025-033 元利化学集团股份有限公司 | 主要原材料 | 2024 年 | 1-9 | 月平均采购价 | 2025 | 年 1-9 | 月平均采购价 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元/吨） | | | （元/吨） | | （%） | | 粗仲辛醇 | | | 6,101.01 | | | 4,336.89 | -28.92 | | 苯酐 | | | 6,566.02 | | | 5,669.69 | -13.65 | | 二元酸 | ...

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个别及连带责任。 证券代码：603948 证券简称：建业股份 公告编号：2025-024 浙江建业化工股份有限公司 2025 年前三季度主要经营数据公告 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，现将浙江建业化工股份有限公司（以下简称"公司"）2025 年 前三季度主要经营数据披露如下： | 一、主要产品的产量、销量及收入实现情况 | | --- | | 主要产品 | 2025 年 1-9 月 产量（吨） | 2025 年 1-9 月 销量（吨） | 2025 年 1-9 月 销售金额（万元） | | --- | --- | --- | --- | | 低碳脂肪胺 | 86728.56 | 86339.32 | 99498.41 | | 增塑剂 | 32311.72 | 32609.25 | 22680.95 | | 乙酸酯 | 30258.75 | 30755.23 | 18884.3 | | 电子化学品 | 5119.18 | 4201 ...

Core Insights - The Huizhou New Materials Industrial Park has attracted a total of 36 projects with a cumulative investment of 47.6 billion yuan, focusing on high-end plasticizers and electronic chemicals in 2025 [1] Group 1: Strategic Positioning - The park aims to become a leading new materials industrial base in China and an innovation hub for new materials technology in the Guangdong-Hong Kong-Macao Greater Bay Area, leveraging raw material resource advantages [1] - The industrial park is concentrating on downstream petrochemical industries such as high-end polyolefins and semiconductor materials, accelerating the aggregation along the complete industrial chain from C2 to aromatics [1] Group 2: Project Highlights - In the first half of the year, the signed electronic chemical projects focus on semiconductor packaging materials and display panel materials, further strengthening the electronic new materials industry cluster led by Bailihong Shengda and Xingfu Electronics [1] - A key project for the first half of 2025 is the Guangdong Lichuang Chemical New Materials Co., Ltd. project, with a total investment of 2.56 billion yuan, producing 180,000 tons/year of phthalic anhydride and 800,000 tons/year of various plasticizers, expected to become the largest plasticizer production base in China with an estimated annual output value of 8.8 billion yuan [1]

Group 1 - The "2025 China Top 500 Private Enterprises" list was recently released, with 9 private enterprises from Changzhou making the list, including 2 from Changzhou High-tech Zone [1] - Trina Solar Limited ranked 131st, while Xinyang Technology Group Limited ranked 458th on the list [2] - Xinyang Technology Group Limited's ranking improved by 9 positions compared to last year [3] Group 2 - Trina Solar, founded in 1997, is a leading global provider of photovoltaic smart energy solutions, covering areas such as photovoltaic cells, modules, power generation, energy storage, hydrogen energy, smart microgrids, and energy IoT [5] - Trina Solar is recognized as a manufacturing champion by the Ministry of Industry and Information Technology, holding various prestigious titles and rankings, including being listed in the Fortune China 500 and Forbes' Top 50 Sustainable Development Industrial Enterprises in China [5] - The company has established regional headquarters in over 50 countries and regions, with a cumulative global shipment of over 225 GW of modules, ranking first in global module shipments [6] Group 3 - Xinyang Technology Group Limited, established in 2007, integrates manufacturing, finance, and trade, and has consistently been listed among the "Top 500 Private Enterprises in China" [8] - The company specializes in products such as styrene, phthalic anhydride, maleic anhydride, and unsaturated polyester resin, with its unsaturated polyester resin production capacity ranking among the world's top [8]

一、 主要产品的产量、销量及收入实现情况 | 主要产品 | 产量（吨） | 销量（吨） | 营业收入（万元） | | --- | --- | --- | --- | | 染料 | 10,155.52 | 5,759.66 | 36,999.93 | | 染料中间体 | 2,210.90 | 374.28 | 2,208.15 | 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 | | 2025 年 | 1 至 6 月平 | 2024 年 1 至 6 | | 月平 | 变动比率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 均售价（元/吨） | | | 均售价（元/吨） | | | | | | 染料 | | | 64,239.84 | | 62,151.86 | | | 3.36% | | 染料中间体 | | | 58,996.80 | | 62,837.67 | | | -6.11% | 证券代码：603188 证券简称：亚邦股份 公告编号：2025-038 江苏亚邦染料股份有限公司 关于 ...

Core Viewpoint - Yuanli Chemical Group Co., Ltd. has disclosed its key operational data for the first half of 2025, highlighting production, sales, and revenue figures for its main products, as well as price changes for both products and raw materials [1]. Group 1: Key Operational Data - The production and sales figures for the main products in the first half of 2025 are as follows: - Dimethyl Dicarboxylate Series: Production of 60,270.57 tons, Sales of 59,656.35 tons, Revenue of 459.89 million yuan - Plasticizer Series: Production of 26,373.26 tons, Sales of 23,891.33 tons, Revenue of 201.15 million yuan - Fatty Alcohol Series: Production of 25,554.95 tons, Sales of 25,952.46 tons, Revenue of 398.87 million yuan - Total: Production of 112,198.78 tons, Sales of 109,500.14 tons, Revenue of 1,059.91 million yuan [1]. Group 2: Price Changes - The price changes for the main products (excluding tax) are as follows: - Dimethyl Dicarboxylate Series: Price decreased from 7,826.78 yuan/ton to 7,708.99 yuan/ton, a change of -1.50% - Plasticizer Series: Price decreased from 9,997.66 yuan/ton to 8,419.39 yuan/ton, a change of -15.79% - Fatty Alcohol Series: Price decreased from 17,247.54 yuan/ton to 15,369.26 yuan/ton, a change of -10.89% [1]. Group 3: Raw Material Price Changes - The price changes for the main raw materials (excluding tax) are as follows: - 2-Octanol: Price decreased from 10,007.83 yuan/ton to 6,780.00 yuan/ton, a change of -32.25% - Caprolactam: Price decreased from 8,348.73 yuan/ton to 6,502.84 yuan/ton, a change of -22.11% - Normal Butanol: Price decreased from 7,544.20 yuan/ton to 6,017.75 yuan/ton, a change of -20.23% [1].