（来源：快查一企业中标了） 快查APP显示，万德斯、东江环保相关公司万德斯(唐山曹妃甸)环保科技有限公司于2025年9月18日发布 一则招标信息，项目名称为2025年万德斯(唐山曹妃甸)环保科技有限公司32%液碱购买项目公告，预算 金额为303.28万元。 快查股权穿透数据显示，该公司由万德斯、东江环保持股，出资比例为16%、80%。 ...

Report Industry Investment Rating - No information provided Core Views - The drop in caustic soda spot prices is not over, but due to the impact of liquid chlorine and rising costs, the far - month valuation is repaired, yet the space for continuous rebound may be limited. Later, focus on the impact of liquid chlorine on caustic soda supply. If there is substantial production reduction or load reduction, it can be treated bullishly [3] Summary by Relevant Catalogs Fundamental Tracking - On July 3, 2025, the 09 - contract futures price was 2391, the cheapest deliverable spot 32% caustic soda price in Shandong was 770, the Shandong spot 32% caustic soda converted to the futures price was 2406, and the basis was 15 [1] Spot News - In July 2025, the purchase price of 32% liquid caustic soda by Henan alumina enterprises was lowered by 140. The delivered price in Sanmenxia area was about 2880 yuan/ton (converted to 100% purity), and in Zhengzhou area was about 2810 yuan/ton (converted to 100% purity), with differences due to transportation distance [2] Market Condition Analysis - Caustic soda spot prices are still under pressure because Shandong alumina enterprises keep lowering purchase prices. When there is an expectation of price cuts, downstream and traders' inventory demand slows down, intensifying the negative market feedback. The short - selling drive has slowed down recently as the liquid chlorine price has dropped faster than expected, increasing the possibility of caustic soda passive production cuts [3] - In July, the caustic soda maintenance capacity decreased significantly compared to June, mainly in the Northwest and East China, and the previously maintained devices in Shandong will restart. The new production capacity from June to July may reach 1.1 million tons, so the supply pressure is still high [3] - On the demand side, non - aluminum demand support is weak, the alumina's caustic soda inventory is high, but the export direction provides some support with strong low - price restocking willingness. The cost has increased due to the rapid drop in liquid chlorine, despite the continued decline in electricity prices in July [3] Trend Intensity - The trend intensity of caustic soda is 0, with a range of [-2, 2], where - 2 means most bearish and 2 means most bullish [4]

在全球化浪潮下，企业如何选择合适的市场作为出海第一站，是一个至关重要的战略决策。澳大利亚作 为一个既具备西方成熟市场属性、又与亚太市场紧密相连的经济体，正在成为越来越多企业的优选试验 地。今年以来，东南电化各部门通力合作，烧碱产品首次出口澳大利亚，为企业全球化布局迈出关键一 步。同时，32%液碱首航壳牌，标志着该公司船碱业务首次覆盖粤港澳大湾区核心化工区，成功试验了 液碱运输"终端船运自提"新模式。 "此次东南电化与壳牌的合作，是首次尝试'客户自提'模式。本次船运，我们的销售团队与中海壳牌供 应链部门在协调调度、装卸码头、商检等环节全流程合作，密切跟踪时间节点，确保了取样化验的及时 性，保障了船舶从靠泊到装船的连续性，展现了高效的物流运作能力。"东南电化供销部主任陈智敏 说。 人才重组 推行双轨机制 对于国有企业而言，人才是原动力和核心资产，是推动企业实现高质量发展的关键要素。为打造高素质 人才队伍，为经营持续供氧造血，东南电化深化推行"竞聘上岗+项目赋分"机制，建立并不断优化更加 公平、透明的人才招聘及晋升机制；规范化的内部竞聘程序，每年组织班组长竞聘一次，根据部门需求 不定期进行技术等岗位竞聘选拔，形成了 ...