Core Viewpoint - POET Technologies Inc. plans to conduct a non-brokered public offering of 5,000,000 units at a price of US$5.00 per unit, aiming for total gross proceeds of US$25 million, to be used for working capital and general corporate purposes [1][2]. Offering Details - Each unit consists of one common share and one common share purchase warrant, with the warrant exercisable at C$8.16 for five years [1]. - The issue price reflects a discount of approximately 12.0% from the closing price on July 4, 2025 [2]. - The offering will be made via a prospectus supplement to the existing short form base shelf prospectus, and is expected to be fully subscribed by a single accredited institutional investor in Canada [3]. Regulatory and Closing Conditions - The offering is subject to regulatory approvals, including from the TSX Venture Exchange, and other customary closing conditions [4]. - No commissions or finder's fees will be paid in connection with the offering [4]. Company Background - POET Technologies specializes in high-speed optical engines and light source products for artificial intelligence systems and hyperscale data centers, utilizing its patented POET Optical Interposer™ technology [6]. - The company's products are designed to be lower cost, consume less power, and are scalable for high production volumes, addressing bandwidth and latency issues in AI systems [6].

防水涂料界的龙头企业东方雨虹（002271），决定从7月起带头涨价。 东方雨虹早前对合作伙伴发布了调价函，宣布从7月开始，针对民用建材中的部分防水涂料、美缝剂和 部分瓷砖胶产品价格进行上调。 其中，防水涂料价格上调3%—13%、美缝剂上调4%—9%、C0级瓷砖胶价格上调1%—5%(部分区域)。 对于涨价的原因，东方雨虹在调价函中表示，此次是为了"维护品牌长期健康发展，稳定市场秩序，确 保市场良性竞争"。 今年3月，东方雨虹的工建集团从今年2月起，就已经宣布将价格上调1%—5%，此番涨价则蔓延至民建 产品。 不过有业内人士表示，东方雨虹主要的涨价对象还是在经销商方面："至于经销商会不会把提价传导给 终端消费者，还是要看市场需求，不排除经销商不敢轻易涨价，自行将涨价的部分吸收的可能。" 化工涂料原料价格持续上涨 事实上，从今年以来，化工涂料市场就因为原材料价格上涨、运输成本增加等因素，出现全面上涨。 早在今年1月，全球最大的化工企业巴斯夫就上调了MDI价格，当时的价格已经达到18700元—19000元/ 吨，较早前基础上上涨了700元/吨。LG化学也从3月1日开始，对中国地区POE价格上涨$100/MT(约等 于 ...

Core Viewpoint - The company, Dingjide Petrochemical Co., Ltd., has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, particularly addressing issues related to non-operating fund occupation and audit opinions [1][2]. Financial Disclosure and Fund Occupation - The company reported a total of 305 million yuan (approximately 30.5 million) was transferred to nine trading companies for material procurement, with 201 million yuan (approximately 20.1 million) ultimately used as capital contributions to its subsidiary, leading to fund occupation [1][2]. - As of the report date, all occupied funds and interest have been fully repaid [1][2]. Internal Control Issues - The main responsibility for the fund occupation lies with the company's actual controller and chairman, Zhang Zaiming, along with other key personnel [3][4]. - The company identified weaknesses in its internal control systems, particularly in compliance and risk awareness, which contributed to the fund occupation [3][4]. Remedial Actions - The company has implemented several corrective measures, including the full repayment of the occupied funds and interest, totaling 20.1 million yuan and 6.7 million yuan (approximately 670,200) in interest, respectively [4][5]. - Internal disciplinary actions have been taken against responsible individuals, including issuing internal criticism and mandating compliance training for management and relevant personnel [5][6]. Future Safeguards - The company has strengthened its internal control measures, particularly in fund management and procurement processes, to prevent future occurrences of fund occupation [6][10]. - Enhanced training on compliance and governance for all levels of management has been initiated to ensure adherence to regulations and internal policies [5][6]. Related Transactions - The company disclosed details of its transactions with trading companies, including procurement amounts and payment statuses, indicating a total procurement of 1,042.31 million yuan (approximately 104.2 million) and payments of 1,483.18 million yuan (approximately 148.3 million) [7][9]. - The company has also clarified that the historical transactions with the trading companies did not initially classify them as related parties due to the absence of overlapping management and ownership structures [11][12].

明日主题前瞻 4、POE | 据报道，刚刚步入7月，不少化工原料悄然提价，多个化工巨头带头发函涨价。近期陶氏、LG化学、SK三家巨头齐发涨价函，POE（聚烯烃弹性 体）涨幅超过1000元/吨。陶氏、LG化学发布公告表示，而近期全球地缘政治不确定性加剧了上游市场的波动，7月1日起，亚太地区产品每吨涨价150美元 （约1075元/吨）；SK称，为保障品质，7月1日起，中国地区POE每吨上调1000元。今年以来，LG化学、陶氏化学等国际企业纷纷上调POE价格，推动国内 POE价格被动上涨。 点评：据中证报，POE兼具塑料和橡胶性质，为一种高性能热塑性弹性体，属于高端聚烯烃产品，近年来在光伏、汽车、包装等领域需求激增。据华经产业 研究院数据，我国POE在光伏领域应用占比为40%，汽车行业应用占比为26%，光伏应用已经成为POE最主要应用领域。POE 在光伏领域中主要用于封装胶 膜。N型电池+双玻组件渗透率提升，光伏用POE需求显著提升。中国目前对POE的进口依赖度超80%，国产化市场空间广阔。 5、元宇宙 | 据证券时报，工业和信息化部办公厅、教育部办公厅、文化和旅游部办公厅、广电总局办公厅发布关于组织开展2025年 ...

TORONTO, June 30, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets today reported the voting results of its Annual General and Special Meeting (the ”Meeting” or “AGSM”), which was held virtually on Friday, June 27, 2025. The Company’s VP Finance and Administration, Kevin Barnes, delivered customary introductions and ...

2025 年 06 月 29 日 行业周报 看好/维持 基础化工 基础化工 化工新材料周报（20250623-20250629）： 生物航煤价格上涨，制冷剂价格维持强势 走势比较 (20%) (10%) 0% 10% 20% 30% 24/7/1 24/9/11 24/11/22 25/2/2 25/4/15 25/6/26 基础化工 沪深300 相关研究报告 << 化 工 新 材 料 周 报 （ 20250616- 20250622）： 生物航煤、溴素价格上 涨，维生素、腈纶、多晶硅价格下 滑>>--2025-06-22 <<民爆行业深度报告——行业整合 加速，需求稳健增长>>--2025-06-18 << 化 工 新 材 料 周 报 （ 20250609- 20250615）：生物航煤(SAF)、生物柴 油价格上涨，制冷剂价格维持高 位>>--2025-06-15 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点子 ...

AI Platform & Business Model - Poe平台提供用户通过订阅访问多种语言模型和代理的能力 [1] - Poe的Bot创建者每年收入数百万美元 (millions) [1] - 推理模型正在推动增长 [1] Consumer AI Usage - 揭示了消费者在使用AI方面的惊人模式 [1] AI Development Challenges - 在快速变化的AI领域中构建产品面临独特的挑战 [1] - 规划周期已从数年缩短至仅两个月 [1]

中国化学 20250625 摘要 中国化学 2025 年新签合同目标为 3,700 亿元，虽上半年新签合同额同 比下降近 10%至 1,508 亿元，但公司预计下半年将受益于新疆煤化工 项目集中释放及海外订单增长，力争完成全年目标。 久日新材项目已更换二代催化剂，截至 2025 年 6 月中旬负荷提升至 80%-85%，目标第二季度满产，但生产策略仍以销定产，全年盈利目 标为盈亏平衡，上半年整体负荷较低，下半年需提升负荷和加强销售。 公司暂无己二腈三代或四代技术升级的明确计划，但会持续探索更优工 艺。己二腈产品质量与外资产品接近，目前聚焦一期工程，无二期扩产 计划，定价策略结合原材料价格和成本优化，并提供价格优惠以抢占市 场份额。 公司积极推动尼龙 66 国产替代，加强与行业头部客户合作。目前销售 产品包括己二腈、己二胺和尼龙 66，主要客户包括神马、万华、华峰、 金发科技等。 海外业务方面，公司深耕"一带一路"沿线市场，强化南亚东盟市场， 积极开发中亚、中东及拉美市场，预计 2025 年境外市场拓展规模将达 到 1,400 亿元，较去年有所增长。 Q&A 公司 2025 年的新签合同、营收及利润总额的经营计 ...

Core Insights - POET Technologies Inc. has won the "AI Hardware Innovation Award" at the 8th annual AI Breakthrough Awards for its Teralight line of optical engines, marking the second consecutive year of recognition for the company [1][4] - The Teralight optical engines are designed for AI and hyperscale data-center connectivity, showcasing significant advancements in performance and efficiency [1][2] Company Overview - POET Technologies specializes in the design and development of Photonic Integrated Circuits (PICs), light sources, and optical modules targeted at the AI and data center markets [1][7] - The company utilizes a patented platform called the POET Optical Interposer™, which integrates electronic and photonic devices into a single chip, resulting in lower costs, reduced power consumption, and smaller size compared to traditional products [7][8] Product Features - The Teralight optical engine features a chip-scale design produced entirely at wafer level, consisting of a 1.6T transmit and receive optical engine, each measuring approximately 12x12 mm [2] - The transmit optical engine incorporates 2x200G EML lasers, allowing for a 1.6T engine with only four laser chips, significantly reducing the number of components compared to conventional designs [3] Market Impact - The AI Breakthrough Awards received over 5,000 nominations from more than 20 countries, highlighting the competitive landscape and the importance of AI technology in the 21st century [4] - POET's recognition in this prestigious awards program underscores its position as a leader in optical-engine design, emphasizing the product's scalability, ease of adoption, and performance [5][6]

目 录 第一节 本期债券情况 一、核准文件及核准规模 证券代码：688680 证券简称：海优新材 转债代码：118008 转债简称：海优转债 上海海优威新材料股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》 （以下简称"《管理办法》"） 《上 海海优威新材料股份有限公司向不特定对象发行可转换公司债券之债券受托管 理协议》（以下简称"《受托管理协议》"）《上海海优威新材料股份有限公司向不 特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）《上海 海优威新材料股份有限公司 2024 年年度报告》等相关公开信息披露文件、第三 方中介机构出具的专业意见等，由本期债券受托管理人中信建投证券股份有限公 司（以下简称"中信建投证券"）编制。中信建投证券对本报告中所包含的从上 述文件中引述内容和信息未进行独立验证，也不就该等引述内容和信息的真实性、 准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告 ...