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仁信新材(301395) - 2025年7月11日投资者关系活动记录表
2025-07-11 09:56
| 投资者关系活动 | √ 特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及 | 广发证券邱贞玉 | | 人员姓名 | 广发证券王文龙 | | | 南方基金何婵凤 | | | 惠州创新创业投资黄翀 | | | 惠州创新创业投资黄高翔 | | 时间 | 2025 年 7 月 11 日 (周五) 15:00~17:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书李广袤 | | 员姓名 | 证券事务代表 朱少鹏 | | | 1. 公司基本情况介绍 | | | 公司是主要从事聚苯乙烯高分子新材料的研发、生产和销售 | | | 的国家高新技术企业,并被工信部认定为第四批国家级专精特新 | | | "小巨人"企业。公司主要产品聚苯乙烯广泛应用于电子电器、 | | | 光学显示、玩具、日用塑料制品、包装、建材、医疗器械等领域, | | 投资者关系活动 主要内容介绍 | 行业市场化程度较高。 | | | 公司主要生产 GPPS(通用级聚苯乙烯 ...
锦江酒店加快“平台化”出海 推动中国旅宿品牌连接世界
Zhong Guo Jin Rong Xin Xi Wang· 2025-07-07 12:43
店 转自:新华财经 随着暑期旅游旺季到来,出境游市场显著回暖。途牛等在线旅游平台的数据显示,今年暑期出境游预订量同比增长超60%,特别是在东南亚、欧洲等目的 地,住宿、交通和文旅消费呈现出显著攀升。而较早前中国旅游研究院发布的《中国出境旅游发展年度报告2024》显示,今年中国公民出境旅游人次有望达 到1.46亿。 在消费结构升级的背景下,游客对海外住宿体验的期望从"能住"转向"好住",更青睐于熟悉、安全、便捷且可预期的服务体系。一些具备全球能力与数字平 台支撑的中国本土酒店集团,正逐步在这一趋势中扮演更加积极的角色。 上海中心J酒 全球布局提速,构建覆盖五大洲的服务网络 近年来,随着中国酒店管理能力、品牌力和数字化水平的提升,中资酒店集团"走出去"的步伐不断提速,包括锦江、华住、尚美等头部企业正加快在东南 亚、欧洲、中东等重点区域的布局,部分品牌已在海外实现直营、加盟、品牌授权等多种模式并行发展的格局。 作为"领头羊",锦江国际集团近年来持续拓展全球布局。根据酒店行业权威媒体美国《HOTELS》杂志2024年7月公布的全球酒店集团排行榜,锦江国际集 团酒店规模位居全球第二、亚洲第一。截至2024年底,锦江投资 ...
仁信新材(301395) - 2025年7月2日投资者关系活动记录表
2025-07-02 09:26
| 投资者关系活动 | √ 特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及 | 华创证券申起昊 | | 人员姓名 | 鹏华基金杨浩 | | 时间 | 年 月 日 2025 7 2 (周三) 14:30~16:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 1、副总经理、董事会秘书李广袤 | | 员姓名 | 2、证券事务代表 朱少鹏 | | | 1. 2024 年 HIPS 产品销量提升的原因? | | | 2024 年度,公司 HIPS 产品销量达 93,190.28 吨,较 2023 年 | | | 度增长 48.45%,主要系随着国家推出《推动大规模设备更新和消 | | | 费品以旧换新行动方案》等一系列刺激内需、促进产业升级的政 | | | 策措施相继出台,下游家电、电子电器等行业对原材料增加,带 | | | 动 HIPS 产品销量快速增长。 | | 投资者关系活动 | 2. 公司客户结构情况? | | 主要内容介绍 | 公司的客户结构主 ...
2025年中国聚苯乙烯行业产业链图谱、产能、进出口及未来趋势研判:行业新一轮扩能周期启动,对外依存度下降[图]
Chan Ye Xin Xi Wang· 2025-06-25 01:11
Industry Overview - Polystyrene (PS) is a polymer synthesized from styrene monomers through free radical polymerization, classified into general-purpose polystyrene (GPPS), high-impact polystyrene (HIPS), and expandable polystyrene (EPS) [1][4] - The production capacity of polystyrene in China has been steadily increasing, with production expected to reach 4.286 million tons in 2024, up from 2.65 million tons in 2018, representing a year-on-year increase of 7.1% [1][10] Production Side - China's polystyrene production capacity has grown significantly, reaching 6.8 million tons in 2024, a year-on-year increase of 10.57% [6] - The integration trend of styrene-PS facilities is notable, with 45,000 tons of new integrated capacity accounting for 69.23% of the new capacity in 2024 [6] - The majority of polystyrene production capacity is concentrated in East and South China, with East China accounting for 72% and South China for 16% [8] Import and Export - Since 2021, China's polystyrene import volume has declined due to increased domestic production capacity, with imports of 509,300 tons in 2024, down 19.64% year-on-year [12] - Exports have increased, with 543,000 tons exported in 2024, a year-on-year increase of 3.41%, marking a shift from trade deficit to trade surplus [12] Consumption Side - The apparent consumption of polystyrene in China has risen to 4.2523 million tons in 2024, up from 3.4828 million tons in 2018, reflecting a year-on-year growth of 3.45% [14] Company Landscape - Key players in the polystyrene industry include Zhenjiang Qimei Chemical Co., Huizhou Renxin New Materials Co., Xinghui Environmental Materials Co., and Shanghai Yingke Industrial Co. [16][19] - Zhenjiang Qimei Chemical focuses on diversifying its product range and enhancing the proportion of high-tech products [17] - Huizhou Renxin has a production capacity of over 210,000 tons of general-purpose polystyrene and 90,000 tons of high-impact polystyrene [17] - Xinghui Environmental is the largest polystyrene producer in South China, with a production capacity of 350,000 tons [19] Future Trends - The polystyrene industry is expected to see steady capacity expansion, with total capacity projected to exceed 8 million tons by the end of 2025, although competition is intensifying due to oversupply [21] - Export markets are becoming increasingly important, with a compound annual growth rate of 40.52% in exports since 2019, and expectations for exports to exceed 300,000 tons by 2025 [22] - Supportive policies and regulations are being implemented to promote the healthy and standardized development of the polystyrene industry [23]
星辉环材(300834) - 2025年6月24日投资者关系活动记录表
2025-06-24 13:36
星辉环保材料股份有限公司 证券代码:300834 证券简称:星辉环材 星辉环保材料股份有限公司 2025 年 6 月 24 日投资者关系活动记录表 编号:20250624 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他( ) 参与单位名称及 人员姓名 华福证券:韩广智 时间 2025 年 6 月 24 日 地点 星辉环保材料股份有限公司 上市公司接待人 员姓名 董事会秘书:黄文胜 证券事务代表:谢馥菁 投资者关系活动 主要内容介绍 公司董事会秘书黄文胜先生首先对公司基本情况进行 简要介绍,与会人员随后就公司产品情况、生产经营情况及 未来发展规划等方面进行交流。主要内容如下: 1. 公司产品分为 GPPS 和 HIPS 两个系列,请介绍一下 两者的差异? 答:HIPS 具有优越的抗冲性及韧性,产品档次较高,是 高附加值的环保型新材料,属于国家战略性新兴产业重点产 品,可以用于高端电子电器、挤出板材、高端玩具、食品包 装材料、医疗器械等。2024 年度,公司把握家电、电子产品 "以旧换新"、家电需求旺季的市场机会,加大市场拓展力 度并有针对性 ...
中油工程: 中油工程关于子公司中标项目签署合同的公告
Zheng Quan Zhi Xing· 2025-06-13 11:50
证券代码:600339 证券简称:中油工程 公告编号:临 2025-030 中国石油集团工程股份有限公司 关于子公司中标项目签署合同的公告 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。 重要内容提示: 入 24 个月质保期。 和净利润等不构成重大影响。由于合同履行期较长,该合同实施后将对公司未来 4-5 年的营业收入和利润总额产生一定积极影响。 市场以及业主方筹资等不可预计或不可抗力等因素,有可能会影响正常履行,提醒广 大投资者注意投资风险。 定工程建设公司为项目中标人,具体内容详见公司于 2025 年 5 月 15 日发布的"中油 工程关于子公司项目中标的公告"(公告编号:临 2025-022)。近日,工程建设公司 与道达尔能源签署了阿塔维 GPP 项目 EPSCC 承包合同。现将有关内容公告如下: 一、项目主要情况 阿塔维 GPP 项目为 EPSCC 总承包模式,建设日处理 320 百万立方英尺(MMSCFD) 的天然气处理装置及配套设施,该项目达成临时验收的计划工期为 39 个月。 二、合同对方情况介绍 道达尔能 ...
PS:出口增量趋势或稳定 但结构差异仍存
Sou Hu Cai Jing· 2025-06-12 06:50
Core Insights - The Chinese PS industry has experienced a compound annual growth rate (CAGR) of over 13% since 2019, driven by profit motives, downstream demand growth, and integrated project extensions, but is now facing an oversupply situation due to demand growth lagging behind supply growth [1][3][5] - The industry is expected to continue expanding, with total PS capacity projected to exceed 8 million tons by the end of 2025 [1] Production Capacity and Utilization - From 2020 to 2024, domestic PS capacity is steadily increasing, with a CAGR of 13.36% since 2019, although the pace of new project launches is slowing down due to mismatched supply and demand growth [1][3] - The annual capacity utilization rate for the PS industry is projected to decline to 63.87% in 2024 and below 60% by the end of 2025 [5] Profitability Trends - The profitability of the PS industry has fluctuated, with a peak in 2020 due to export benefits, where GPPS and HIPS gross profit margins reached 1722 CNY/ton and 3200 CNY/ton respectively [3] - Since 2021, the industry has faced declining profitability, with average losses for GPPS and HIPS due to supply-demand imbalances, although a slight recovery is expected in 2024-2025 [3][5] Import and Export Dynamics - The import dependency of the Chinese PS market has decreased, with the import volume declining to a low of 10.65% as domestic production has increased [7] - The export volume of Chinese PS has seen a compound growth rate of 40.52% since 2019, with exports expected to reach 215,900 tons in 2024, nearly six times the volume in 2020 [7][9] Regional Export Insights - Southeast Asia remains the primary export market for Chinese PS, with Vietnam consistently accounting for 21-28% of exports from 2020 to 2025 [9] - The share of exports to Europe has increased from 4% in 2021 to 22% in 2024, driven by high costs in Europe and a demand gap [10] Future Outlook - The competition in the PS market is expected to intensify, leading to further price advantages and a stable increase in export proportions, particularly for ordinary grades of PS [12][14] - The supply of high-end PS resources remains limited, with the majority of future demand likely to be met domestically rather than through exports [14]
星辉环材(300834) - 2025年5月23日投资者关系活动记录表
2025-05-23 09:56
编号:20250523 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他( ) 参与单位名称及 人员姓名 中国银河证券股份有限公司:翟启迪 时间 2025 年 5 月 23 日 地点 星辉环保材料股份有限公司 上市公司接待人 员姓名 董事会秘书:黄文胜 证券事务代表:谢馥菁 投资者关系活动 主要内容介绍 公司董事会秘书黄文胜先生首先对公司基本情况进行 简要介绍,与会人员随后就公司产品情况、生产经营情况及 未来发展规划等方面进行交流。主要内容如下: 1. 公司 HIPS 和 GPPS 产品下游应用的情况? 答:HIPS 具有优越的抗冲性及韧性,产品档次较高,是 高附加值的环保型新材料,属于国家战略性新兴产业重点产 品,可以用于高端电子电器、挤出板材、高端玩具、食品包 装材料、医疗器械等。2024 年度,公司把握家电、电子产品 "以旧换新"、家电需求旺季的市场机会,加大市场拓展力 度并有针对性的进行产品推广,HIPS 产品实现销售收入 100,729.93 万元,较上年同期增长 14.05%。GPPS 的应用领 域主要为玩具、日用塑料制品、包装 ...
【私募调研记录】复利投资调研仁信新材
Zheng Quan Zhi Xing· 2025-05-20 00:13
Group 1 - The core viewpoint of the article highlights the recent research conducted by a well-known private equity firm, focusing on a listed company, Renxin New Materials, which specializes in the R&D, production, and sales of polystyrene polymer new materials [1] - Renxin New Materials is recognized as a national high-tech enterprise and has been identified as a "little giant" enterprise by the Ministry of Industry and Information Technology [1] - The company has an annual production capacity of 300,000 tons of polystyrene products, with plans to increase capacity to 480,000 tons by mid-2025 [1] Group 2 - In 2024, Renxin New Materials is projected to achieve revenue of 2.209 billion yuan and a net profit of 53.2438 million yuan [1] - In the first quarter of 2025, the company reported revenue of 538 million yuan, a year-on-year increase of 20.46%, and a net profit of 21.6143 million yuan, with a non-recurring profit growth of 532.49% [1] - The company aims to enhance its product influence in various sectors, including electronic carrier tapes, new energy vehicles, medical devices, and food packaging materials [1] Group 3 - Renxin New Materials has successfully acquired 202,400 square meters of industrial land in the Daya Bay Petrochemical Zone to advance its integrated polystyrene new materials project [1]
仁信新材(301395) - 2025年5月19日投资者关系活动记录表
2025-05-19 07:52
Group 1: Company Overview - The company specializes in the research, production, and sales of polystyrene polymer new materials, recognized as a national high-tech enterprise and a "Little Giant" by the Ministry of Industry and Information Technology [1] - Main products include GPPS (General Purpose Polystyrene) and HIPS (High Impact Polystyrene), widely used in electronics, optical displays, toys, daily plastic products, packaging, construction materials, and medical devices [1] Group 2: Production Capacity - The company currently has an annual production capacity of 300,000 tons of polystyrene products, ranking second in South China [3] - With the upcoming Phase III project set to launch in the first half of 2025, the total production capacity will increase to 480,000 tons, making it the largest in South China and the second largest nationwide [3] Group 3: Financial Performance - In 2024, the company achieved a revenue of CNY 2.209 billion and a net profit of CNY 53.24 million [4] - In Q1 2025, the company reported a revenue of CNY 538 million, a year-on-year increase of 20.46%, and a net profit of CNY 21.61 million, with a non-recurring profit growth of 532.49% [4] Group 4: Product Development and Market Expansion - The company plans to enhance the promotion of high-gloss HIPS materials and accelerate the introduction of low-temperature resistant HIPS materials, targeting sectors like new energy vehicles, medical devices, and food packaging [2][5] - The company has successfully acquired industrial land for its integrated polystyrene new materials project, aiming to improve supply chain resilience and expand product offerings [6]