大涨187%！中石化的客户和“对手”，高分子“小巨人”上市

DT新材料2025-12-31

【DT新材料】获悉，12月30日，内蒙古双欣环保材料股份有限公司（以下简称“双欣环保”）在深圳证券交易所主板挂牌上市。首日收盘价为19.68元，较发行价上涨187%！公司本次计划募资18.65亿元，主要用来建设包括年产1.6万吨PVB树脂及年产1.6万吨PVB功能性膜项目、年产6万吨水基型胶粘剂项目、PVA产业链节能增效技术改造项目、电石生产线节能增效技术改造项目、PVA产品中试装置建设项目等，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2595399716?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-31 00:03","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2595399716","market":"hk","top_or_hot":-1,"title":"大涨187%！中石化的客户和“对手”，高分子“小巨人”上市","media":"DT新材料","content":"<div>\n<p>【DT新材料】获悉，12月30日，内蒙古双欣环保材料股份有限公司（以下简称“双欣环保”）在深圳证券交易所主板挂牌上市。首日收盘价为19.68元，较发行价上涨187%！公司本次计划募资18.65亿元，主要用来建设包括年产1.6万吨PVB树脂及年产1.6万吨PVB功能性膜项目、年产6万吨水基型胶粘剂项目、PVA产业链节能增效技术改造项目、电石生产线节能增效技术改造项目、PVA产品中试装置建设项目等，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231001349a6e201be&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大涨187%！中石化的客户和“对手”，高分子“小巨人”上市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大涨187%！中石化的客户和“对手”，高分子“小巨人”上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 00:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231001349a6e201be&s=b><strong>DT新材料</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【DT新材料】获悉，12月30日，内蒙古双欣环保材料股份有限公司（以下简称“双欣环保”）在深圳证券交易所主板挂牌上市。首日收盘价为19.68元，较发行价上涨187%！公司本次计划募资18.65亿元，主要用来建设包括年产1.6万吨PVB树脂及年产1.6万吨PVB功能性膜项目、年产6万吨水基型胶粘剂项目、PVA产业链节能增效技术改造项目、电石生产线节能增效技术改造项目、PVA产品中试装置建设项目等，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231001349a6e201be&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0140636845.USD","symbol_name":"施罗德大中华区股票A Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231001349a6e201be&s=b","article_id":"2595399716","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231001349a6e201be&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2595399716","pubTimestamp":1767110635,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"首日收盘价为19.68元，较发行价上涨187%！资料显示，双欣环保成立于2009年，已构建“石灰石-电石-醋酸乙烯-聚乙烯醇-特种纤维”产业链，是国家级专精特新“小巨人企业”。我国已经是全球最大的聚乙烯醇生产国。国内生产企业共有6家，包括中石化、皖维高新、双欣环保、宁夏大地、长春化工和湖南省湘维等，今年8月，皖维高新宣布规划总投资约100亿元，规划建设年产40万吨乙烯法功能性聚乙烯醇树脂及下游产业链项目。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0140636845.USD":"施罗德大中华区股票A Acc","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1528":"石油股票概念","LU0823426480.USD":"法巴中国股票经典Dis","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK1226":"综合性石油与天然气企业","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","BK1562":"石化股","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK1521":"挪威政府全球养老基金持仓","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","00386":"中国石油化工股份","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC"},"translate_title":"A surge of 187%! Sinopec's Customer and \"Rival\", Polymer \"Little Giant\" Listed","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00386":0.9},"content_text":"【DT新材料】获悉，12月30日，内蒙古双欣环保材料股份有限公司（以下简称“双欣环保”）在深圳证券交易所主板挂牌上市。首日收盘价为19.68元，较发行价上涨187%！公司本次计划募资18.65亿元，主要用来建设包括年产1.6万吨PVB树脂及年产1.6万吨PVB功能性膜项目、年产6万吨水基型胶粘剂项目、PVA产业链节能增效技术改造项目、电石生产线节能增效技术改造项目、PVA产品中试装置建设项目等，这是近两年来A股发行规模最大的化工行业IPO项目。资料显示，双欣环保成立于2009年，已构建“石灰石-电石-醋酸乙烯-聚乙烯醇-特种纤维”产业链，是国家级专精特新“小巨人企业”。聚乙烯醇是一种水溶性可降解高分子材料，主要用于生产工业助剂、特种纤维、胶粘剂、安全玻璃夹层膜（PVB膜）、水溶膜、光学膜等。相关统计数据显示，当前全球总产能约为183.4万吨/年，其中，亚太地区是聚乙烯醇（PVA）年产量约占全球总产量的82%以上。我国已经是全球最大的聚乙烯醇生产国。目前，总产能约为109.6万吨/年，2025年上半年的聚乙烯醇实际产量约为40万吨。国内生产企业共有6家，包括中石化、皖维高新、双欣环保、宁夏大地、长春化工和湖南省湘维等，今年8月，皖维高新宣布规划总投资约100亿元，规划建设年产40万吨乙烯法功能性聚乙烯醇树脂及下游产业链项目。根据中国化学纤维工业协会统计数据，2024年，双欣环保聚乙烯醇产能13万吨，产量为11.69万吨，位居行业前三，占国内聚乙烯醇总产量的比重约为13%。随着传统产品市场的竞争日益加剧，国际巨头可乐丽、三菱化学、积水化学、杜邦等正逐步退出，转而向下游拓展生产高附加值的 PVA 延伸产品，比如PVB、PVA 水溶膜等。与此同时，我国还在填补光学膜专用 PVA、电子行业专用 PVA、医药级 PVA 等材料市场。其中，PVA水溶膜是一种新兴的绿色包装材料，具有独特的生物可降解特性，近年来市场需求快速增长；高端PVB膜过去几十年一直由日本企业主导，国内领先 PVB 企业已突破汽车级PVB、建筑级PVB和光伏级PVB产品。另外，高强高模纤维、20℃及以下低温溶解的水溶性纤维、无熔滴或舒适型的阻燃纤维、ECC 用纤维等特种PVA纤维也是下游研究的趋势重点。双欣环保主要原料包括醋酸、醋酸乙烯等，主要供应商为中国石油化工股份有限公司下属的中国石化长城能源化工（宁夏）有限公司、中国石化化工销售有限公司等。重点客户包括东方雨虹、美巢、保定印钞厂、晨鸣纸业、广东宝德利、东材新材、艺都科技、吉林奇峰化纤、中国石油大庆石化等。财务方面，2022-2024年，公司营收分别为50.6亿元、37.8亿元、34.86亿元；净利分别为8.07亿、5.58亿元、5.21亿元；扣非后净利分别为8亿元、5.26亿元、4.85亿元。2025年上半年营收为17.97亿，净利为2.81亿元，扣非后净利为2.69亿元。综合毛利率分别为 24.92%、21.76%、22.22%和 22.83%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595399716","isCrawlerRequest":true}