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山东能源集团:推动新材料产业“聚链成势”
Zhong Guo Hua Gong Bao· 2025-07-04 02:16
山东能源集团聚焦国家战略产业,于2022年7月成立山东能源新材料公司,作为新材料产业投资平台和 管理主体。新材料公司以"打造一流新材料产业集团"的发展定位,坚持"紧盯前沿、基金赋能、沿链聚 合、打造生态"的产业发展理念,倾力打造千亿级新材料产业集群。截至目前,新材料公司下属10家公 司中,上市公司2家,"新三板"挂牌公司2家,国家级高新技术企业14个,省级科研创新平台24个、制造 业单项冠军企业5个。 今年1至5月,新材料公司累计完成利润较同期大幅增盈,超额完成年度考核指标平均进度。从延链补链 强链优存量,到项目并购重组拓增量;从单点技术突破,到全链集群崛起……新材料公司正以产业集群 化、智能化、高端化起势发力,用"聚链成势"的产业发展实践给出了自己的答案。 集群化:四大产业挺起发展脊梁 光电新材料抢占未来赛道。新材料公司把钙钛矿太阳能电池的研发攻关和产业化作为重大战略布局, 2024年建成长江以北首条百兆瓦钙钛矿太阳能电池产线。 智能化:数字引擎驱动产业变革 在山东玻纤年产30万吨高性能玻纤智造线,自动导引小车穿梭运送原丝筒,机械臂精准完成贴标缠膜, 11层立体仓库实现"无人值守"。生产线用工从300人减少 ...
国泰海通 · 晨报0702|核电、基础化工
每周一景: 湖南永州九嶷山风景名胜区 点击右上角菜单,收听朗读版 【核电】谷歌签订核聚变供电协议 ,核聚变行业 发展再迎里程碑 谷歌签署核聚变电力购买协议:北京时间6月30日,美国的核聚变商业化公司CFS(Commonwealth Fusion Systems)宣布谷歌母公司Alphabet与公司达 成协议,将购买公司在弗吉尼亚州聚变发电项目的200MW电力,此次签约标志着核聚变能源再次实现商业化电力采购;ARC项目选址弗吉尼亚州-切斯特菲 尔德县,旨在建设全球首座商业聚变电厂。ARC项目预计将于2030年代初投入运营,运行寿命预计可达20年或更长,该聚变电厂计划产生400MW的聚变电 力,足以为大型工业场所或15万户家庭供电。 CFS公司核聚变布局路线清晰 : CFS成立于2018年,目前累计融资超过20亿美元,是北美最大的核聚变商业化公司之一。除了2024年12月17日CFS宣布 的将投资数十亿美元建设的ARC项目以外,目前CFS在建的为SPARC项目。SPARC是一个高场、紧凑、高温超导托卡马克,主要任务是首次实现净能量增益 (Q >1),并为ARC项目所需的物理、工程和其他关键知识提供经验依据与技术积 ...
湖北宜化(000422) - 2025年7月1日投资者关系活动记录表
2025-07-01 10:24
证券代码:000422 证券简称:湖北宜化 湖北宜化化工股份有限公司投资者关系活动记录表 编号:2025-006 | 投资者关 | ☑特定对象调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 □业绩说明会 | | | □新闻发布会 ☑路演活动 | | 别 | □现场参观 | | | □其他 中信证券、华创证券、华安证券、山西证券、创金合信基金、招银 | | | 理财、前海开源基金、鹏华基金、南方基金、前海人寿、博时基金、 源乐晟资管、汐泰投资、新华养老保险、招商基金、中信自营、长 | | | 盛基金、中邮创业基金、泰康资产、国寿资产、财通资管、太平资 | | | 产、长江养老、国泰基金、国投瑞银基金、中信保诚、安信资管、 | | 活动参与 | 汇丰晋信基金、万家基金、兴银基金、中电投基金、国信证券、淡 | | 人员 | 水泉投资、汇丰前海证券、高盛公司 | | | 公司董事、董事会秘书 王凤琴 | | | 公司规划发展部负责人 朱显军 | | | 公司证券事务代表 李玉涵 | | | 公司证券部 胡志翔 | | 时间 | 2025 年 6 月 10 日-2025 年 7 月 1 ...
禹城农商银行:金融助力民企发展向稳向好
Qi Lu Wan Bao Wang· 2025-06-30 03:24
Group 1 - Yucheng Rural Commercial Bank customized credit products for Shandong Chenxu New Materials Co., Ltd., significantly reducing processing time and allowing the company to focus on operations [1] - Shandong Chenxu New Materials Co., Ltd. is a modern and specialized flame retardant production enterprise, producing various types of flame retardants and encapsulation adhesives, and has received a total financing of 20 million yuan since cooperating with the bank in 2020 [1] - The company faced a short-term challenge in raising 15 million yuan for an upcoming loan due to increased working capital demands, prompting the bank to proactively assist with seamless loan renewal [1] Group 2 - Yucheng Rural Commercial Bank has focused on addressing the pain points of private enterprises by implementing a combination strategy of "increasing volume + reducing costs + speeding up" [2] - The bank has adopted a differentiated interest rate pricing strategy for quality clients and key supported industries, promoting "no repayment renewal" to address temporary funding shortages [2] - The bank has processed over 140 cases of no repayment renewal, totaling 1.529 billion yuan, and has taken on costs such as mortgage registration and collateral evaluation fees for small and micro enterprises [2]
亚钾国际如何用“三化”链式思维打造老挝工业“新大陆”
Core Viewpoint - The Lao government has issued a special decree for the "Potash Industrial Park," providing comprehensive tax incentives for projects within the park, which is expected to accelerate the development of the potash industry in Laos [1] Group 1: Tax Incentives and Government Support - The decree includes exemptions from import/export tariffs, value-added tax, tailings resource tax, corporate income tax, and personal income tax for projects in the Potash Industrial Park [1] - This support follows earlier tax incentives granted to the potash fertilizer project, indicating a tailored policy framework to foster the development of the potash industry in Laos [1] Group 2: Industrial Chain Development - The company has shifted from a traditional "mining and selling" model to a more integrated industrial chain approach, recognizing that single mineral export is just the starting point of the value chain [2] - The potash project has achieved significant milestones, with production capacity projected to reach 500 million tons per year by 2025, expanding into downstream industries such as bromine and chlor-alkali [2][3] Group 3: Development Methodology - The company has identified three key measures for the successful development of the industrial park: initiation, expansion, and招商 (investment attraction) [4] - The company has effectively integrated resources, energy, and policy to kickstart the industrial park, including securing a 300,000 kW power station project and a 50 MW solar power project [4][5] Group 4: Economic Impact and Future Prospects - The industrial park is positioned as a model for industrialization in Laos, with the potential for replication in other developing countries to accelerate industrial growth and economic structure optimization [7] - The company's "three transformations" model (industrialization, urbanization, and modern agriculture) is expected to enhance its competitive advantage and establish it as a leader among Chinese enterprises in Laos [6][7]
赢创,扩产
DT新材料· 2025-06-29 14:01
| 09:00 | | | --- | --- | | 10:30 | 高温尼龙树脂的特性及改性对应 | | | 1. 高温尼龙的分类定义 2. 高温尼龙树脂特点 3. 高温尼龙树脂的特性表征 | | | 4. 高温尼龙树脂的改性对应 5. 交流互动及答疑 | | | 朱 俊 | | | 上海北冈新材料有限公司副总经理 | | 10:30 | | | 11:00 | 茶歇 & 自由交流 | | 11:00 | | | 12:30 | 各种助剂对玻璃纤维增强尼龙性能的影响 | | | 1. 润滑剂对玻璃纤维增强PA66/PA6性能的影响 2. 增韧剂对玻璃纤维增强 | | | PA66/PA6性能的影响 3. 成核剂对性能的影响 4. 耐热剂的影响 5. 交流互动 | | | 及答疑 | | | 孙湘渝 | | | DT 新材料专家顾问 | | 12:30 | | | 14:00 | | | 14:00 | | | 15:00 | 高性能玻璃纤维在尼龙复合材料中的应用 | | | 1. 玻璃纤维的基础特性(生产工艺、性能特点等) 2. 玻璃纤维对尼龙复合材 | | | 料性能的影响(纤维直径、短切长度、浸润剂体 ...
2025新塑奖企业展示 | 博禄——Daplen™EH196AEC汽车外饰解决方案
DT新材料· 2025-06-26 00:50
Core Viewpoint - The "2025 China International Engineering Plastics Industry Innovation Awards - New Plastic Awards" aims to promote innovation in the engineering plastics sector by recognizing outstanding companies and their innovative materials, processes, and solutions, thereby driving the development of the entire plastics industry [2]. Group 1: Event Overview - The event focuses on discovering innovative points in engineering plastics, including new materials, processes, and equipment [2]. - Three main awards are established: "Innovative Materials Award," "Innovative Process Improvement Award," and "Innovative Industry Solutions Award" [2]. - The initiative seeks to highlight excellent enterprises within the industry and share their innovative achievements [2]. Group 2: Featured Products - Daplen™ EH196AEC is a high-performance polypropylene material designed for lightweight automotive bumpers, addressing the growing demand for lightweight components in the rapidly developing Chinese electric vehicle market [8][10]. - The product offers advantages such as high flowability suitable for large injection-molded parts, a balance of rigidity and impact resistance, and a weight reduction of approximately 4%-5% compared to existing T20 materials [10]. - Other innovative products highlighted include ULTE™ DT1820EV resin, a high-temperature thermoplastic, and various flame retardants and solutions that enhance the performance of engineering plastics [15][16][18][19]. Group 3: Participation and Timeline - The application period for the awards runs from May 6 to July 13, 2025, followed by a public voting phase and expert evaluations [26][27]. - The final award ceremony will take place on September 11, 2025, during the Polymer Industry Annual Conference [27].
100吨/年己二腈中试项目环评公示
DT新材料· 2025-06-26 00:50
Core Viewpoint - The article discusses the environmental impact assessment and the development of a pilot project for the production of adiponitrile by Ningxia Botai New Materials Technology Co., Ltd, highlighting the company's plans for industrialization and the challenges faced in the production process [2][3]. Group 1: Project Overview - Ningxia Botai New Materials Technology Co., Ltd is initiating a pilot project for a 100 tons/year adiponitrile production facility, which will utilize methanol and butadiene as raw materials through a specific chemical process [2][3]. - The pilot project is designed to last for one year, with an expected output of 100 tons of adiponitrile, 15 tons of 2-methylpentanedinitrile, and 50 tons of ammonium sulfate, which will be used for performance testing and further R&D [2][3]. Group 2: Future Plans - The company plans to implement a 10,000 tons/year industrial demonstration project for adiponitrile in 2023, along with securing land for a 200,000 tons/year project [2]. - The production process for the larger project involves a three-step method: preparation of formamide, decomposition to produce hydrogen cyanide, and synthesis of adiponitrile, although this project is currently on hold for optimization [2][3]. Group 3: Investment and Infrastructure - The company intends to invest 36.7 million yuan to lease facilities at the Ningdong Energy Chemical Base for the pilot project, ensuring that existing infrastructure will support storage, transportation, and wastewater treatment [3].
苏利股份: 2022年江苏苏利精细化工股份有限公司公开发行可转换公司债券定期跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-23 16:31
XSJ!1!2025060165!08-02!218537 年 扛 苏 苏 利 精 细化 股份有 限公司 公开发 行 可转换公 司债 券 定期 跟 踪 评 级 报告 分析 师 吴晓丽 呈 丽 shxsj 阮彝彝 粼 shxsj 张明海 薪粼 梦汪 评 级 总监 联 系 电话 ( ) 联 系地 址 上海 卜黄 浦 区 汉 路 号华 盛大 厦 层 公 司 网站 海新 资 信 评 佑 投 资 服 务 有 限 司 乡 勿 肠 才 斯 犯评 声明 除 因本 次 评级事 项 使 本评 级机 构 与评 级对 象构成 委托 关 系外 本 评级机 构 评级 人 员与 评级 对 象不 存 在任 何 影 响评 级 行为 独立 客观 公正 的关 联关 系 本评 级机 构 与评级 人 员履行 了调查 和诚 信义 务 所 出具 的评 级报 告遵 循 了真实 客观 公 正 的原则 本报 告 的评级 结 论是 本评 级机 构 依 据合 理 的 内部信 用 评级 标 准和 程序 做 出 的独 立判 断 未 因评 级对 象和 其他 任 何 组织 或个 人 的不 当影 响改变 评 级 意见 本 次跟 踪评 级依 据 评级 对 象及 其 相关 方 ...
山东省特色产业集群认定名单公布
Zhong Guo Hua Gong Bao· 2025-06-23 15:13
中化新网讯 近日,山东省工信厅公布2025年度山东省特色产业集群认定名单。其中,7个产业集群为化 工产业链相关集群。这7大产业集群在产业规模、技术创新、绿色发展和产业链协同方面展现出强劲竞 争力。 平原县高效复合肥产业集群以恩宝生物、信谊制药为链主,打造千万吨级复合肥产业链,其中海藻酸功 能肥国内市场占有率达80%。集群整合联化科技(002250)锂电新材料、恒东生物绿色农药等领域,形 成"化肥+农药+新材料"多元化布局。 阳谷县化工新材料产业集群以橡胶助剂、芯片封装材料、PE、PVC系列供水排水管等产品为主,市场 占有率不断提高。 曹县橡胶及助剂特色产业集群现有轮胎制造、助剂企业、橡胶医疗防护用品等企业17家,2024年实现产 值达107亿元,就业人数7086人,现有2家国家级制造业单项冠军企业,1家专精特新"小巨人"企业。 龙口市高端化工集群相关负责人表示,该集群以裕龙石化、道恩集团为龙头,聚焦改性塑料、溴系阻燃 剂、高端颜料等高附加值产品。依托裕龙岛炼化一体化项目,集群构建聚烯烃、工程塑料等产业链,并 联动新材料科技产业园,发展高端复合树脂、特种橡胶等产业。 济宁市兖州区高端橡胶制品产业集群通过"橡胶+ ...