当地时间5月13日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特在韩国举行经贸磋商。双方以两国元首重要共识为指引，秉持相互尊重、和平共处、合作共赢的原则，就解决彼此关注的经贸问题和进一步拓展务实合作进行了坦诚、深入、建设性的交流。

May 12Baofeng EnergyStated on the interactive platform while responding to investor inquiries, The rise in prices provides strong support for the spot prices of the company’s main products, which are referenced against futures market prices, quotations from peers in the same industry, and quotations from traders. Product prices increased quarter-on-quarter in the second quarter. The company’s main products use coal as the raw material, with an inventory cycle of approximately one week. Raw coal costs are calculated using the weighted average method at month-end; therefore, increases in raw coal prices are typically reflected in the cost calculation for the same month.

Jingxi International recently announced that its controlling shareholder, Jingxi Zhixing Group, has...Luxshare PrecisionA sales agreement has been entered into, under which Luxshare Precision has conditionally agreed to acquire all the equity interests in Jingxi Zhixing Group. Jingxi Zhixing Group holds approximately 59.50% of the issued share capital of Jingxi International through its wholly-owned subsidiaries. Upon completion of the transaction,Luxshare PrecisionIndirectly heldJingxi International59.50% of the shares, and become its ultimate controlling shareholder. It is reported that,Jingxi ZhixingA Tier 1 global supplier of automotive suspension and braking systems, inheriting Delphi’s century-old technological expertise and strategically positioned across the three major automotive production regions—China, Europe, and the United States.

Asahi KaseiThe released Q4 FY2026 report shows that the parent company’s net profit for the quarter was ¥38.186 billion, an increase of 4.56% year-on-year; total revenue was ¥813.242 billion, up 4.52% year-on-year. The company primarily engages in chemical-related businesses and has seven business divisions. The Chemical Division supplies petrochemical products, functional films, and functional resins. The Textile Division supplies synthetic textiles and nonwoven fabrics. The Housing Division engages in housing development and sales, renovation, and real estate transactions. The Building Materials Division supplies aerated lightweight concrete and high-performance thermal insulation materials. The Electronics Division manufactures and sells electronic materials and electronic components. The Pharmaceuticals and Medical Division supplies pharmaceuticals and medical devices, including artificial kidneys, blood purifiers, leukocyte removal filters, and virus removal filters. In addition, the company is involved in the design, construction, and maintenance of industrial facilities.

Polytech(002324.SZ) recently stated at its earnings briefing that the construction of its new specialty materials production base is proceeding as planned. Specifically, the preliminary infrastructure work for the Tianjin factory has been largely completed, and equipment installation and commissioning are currently underway; trial production is expected to commence by the end of June 2026. The Guangzhou Nansha factory is also being designed and constructed in accordance with the established objectives and schedule. The Company will strictly comply with relevant laws and regulations and promptly fulfill its information disclosure obligations; investors are kindly advised to continue monitoring the Company’s related announcements. As a leading enterprise in the modified materials industry, the company is well-positioned to further increase its market share in domestic automotive materials amid the sustained growth of the automotive sector. Demand for the company’s modified materials from downstream automotive OEM customers continues to rise steadily, and the company is highly confident in further expanding its market share of automotive modified materials. Meanwhile, its non-automotive materials business is also growing rapidly. Currently, the company’s existing production capacity remains fully utilized. The commissioning of its Tianjin factory this year will significantly alleviate delivery pressure and exert a substantially positive impact on business volume growth.

住友电木In its Q4 FY2026 earnings report, the company disclosed that its main business revenues were led by high-performance plastics, semiconductor-related materials, and lifestyle-related businesses, amounting to ¥28.229 billion, ¥27.784 billion, and ¥25.779 billion, respectively, accounting for 34.41%, 33.87%, and 31.42% of total revenue.

May 2026深圳塑新科技有限公司完成A+轮融资，由赋远投资领投、仁爱资本Co-investment. The company focuses on R&D of enzymatic recycling technologies for PET high-molecular-weight materials, achieving closed-loop circular utilization of waste PET flakes (e.g., discarded PET bottles) through efficient degradation. Proceeds from this financing round will be used for constructing a pilot production line, optimizing enzyme formulation processes, and expanding the team.Suxin Technology成立于2022年，核心团队来自合成生物学与高分子材料领域，目前已实现再生PET切片rPET纯度达99.8%，符合食品级应用标准。

Cangzhou MingzhuDuring the survey, it was stated that the company's main products include PE pipes, BOPA films, and lithium-ion battery separator products. As one of the production bases for PE gas and water pipe systems, the company has maintained leading sales volumes in the industry for many years, with a good market reputation and widespread customer recognition, making it a highly influential enterprise in the PE pipe niche market; in the BOPA film product area, the company, with its scale and technological advantages, satisfies the needs of different market customers by arranging the production of both synchronous and asynchronous products, offering stable and high-quality products that are widely recognized by customers, and has become a highly influential enterprise in the niche market due to its production scale and technological advantages; in terms of lithium-ion battery separator products, as production technology and processes continue to improve and perfect, the production scale is continuously expanding, and the products have entered into both domestic and international mainstream battery manufacturing enterprises.

An investor asked on the investor interaction platform: What is the specific commissioning date of the Nanlu factory? Are there any specific orders? Yizumi(300415.SZ) stated on the investor interaction platform on May 8 that the official commencement date of operations for its Nanxun factory will be announced via the company’s official channels. The Nanxun factory focuses on medium- and large-sized two-platen injection molding machines, primarily serving downstream applications such as automotive components, household appliances, logistics packaging, building materials, daily necessities, and other large plastic products.

VolkswagenSaxon Company recently refuted the relevant claims.BYDRumors about producing electric vehicles at Dresden’s “Transparent Factory.” Since its opening in 2002, the factory—renowned for its transparent architectural design—has become a local landmark and an industrial tourism attraction, as well as An important production base in Saxony. The factory ceased vehicle production in mid-December 2025, with the last model rolled off the line being the ID.3. Currently, part of the site is being transformed into a science and innovation platform in collaboration with the Technical University of Dresden.

The main continuous contract for plastics fell 4% intraday, now quoted at 8134.00 yuan.

JPMorganIt is expected that Chinese automakers will account for 20% of the Western European market by 2028, with passenger vehicle sales in Western Europe possibly reaching about 2.5 million units by 2028, up from around 1 million units last year. Investors are advised to pay attention.BYD、 such as new energy vehicle companies with high overseas revenue or rapid growth.

President Trump recently threatened to raise tariffs on EU cars to 25%. In response, an industry insider specializing in tariff consultancy pointed out on the 5th that, due to the tariffs, some manufacturers outside the U.S. have already stopped or slowed down the ordering of raw materials from the U.S. Moreover, some companies have stated that they will not bear these tariff costs themselves but will directly pass them on to consumers.

On May 6, according to data compiled by the China Association of Automobile Industries from the General Administration of Customs, in March 2026, the import of whole vehicles reached 28,000 units, declining 12.6% month-on-month and 28.9% year-on-year; the import value was 1.17 billion U.S. dollars, down 20.7% month-on-month and 39.6% year-on-year. For the first three months of 2026, the import of whole vehicles totaled 97,000 units, increasing 2.6% year-on-year; the import value was 4.44 billion U.S. dollars, decreasing 10.4% year-on-year.

On May 6, at a critical juncture where embodied intelligence is rapidly advancing toward large-scale deployment, Spirit AI (Qixun Intelligence) and China (BOSCH) has officially signed a strategic cooperation agreement. The two parties will systematically cooperate in areas such as robot data collection and model training, industrial scenario deployment, and core component supply, jointly promoting the commercialization process of a general-purpose robot brain.

Shuangxin Materials(001369) Responded to investor inquiries on the Investor Relations Platform on May 6. Investor's question: Could you please update us on the progress of the company's DMC and DEC projects? It was mentioned that they are scheduled to be accepted and put into production by the fourth quarter of 2025? Shuangxin MaterialsDear Investor, The Company’s Phase I project—100,000 tons/year dimethyl carbonate (DMC) production facility, coupled with a 30,000 tons/year ethyl methyl carbonate (EMC)/diethyl carbonate (DEC) facility for lithium-ion battery applications—is scheduled to enter trial production in Q4 2025. Both premium-grade and electronic-grade products achieved successful first-time commissioning, and production has been operating smoothly since commencement. The Phase II project—100,000 tons/year electronic-grade DMC production facility, coupled with a 30,000 tons/year EMC/DEC facility—has completed project registration and filing; it is currently undergoing preliminary approval procedures, including safety assessment and environmental impact assessment. Thank you for your attention.

According to news agency reports, on May 6, an investor submitted toAkoliQuestion: In the 2025 institutional research, the company stated, “COC specialty grades can be used for semiconductor packaging and will be included in R&D projects in the future.” What is the current R&D progress of this project? When is it expected to enter the sampling verification stage? Regarding this, translate the above content into English, output the translation directly, without any explanation.AkeleyOn May 6, the company stated on the investor interactive platform that the special grades of COC for semiconductor packaging have been included in the R&D project.

Cailian News, April 28: Dongfang Shenghong (000301.SZ) announced that in the first quarter of 2026, it achieved operating revenue of RMB 32.022 billion, representing a 5.65% year-on-year increase; net profit attributable to shareholders of the listed company amounted to RMB 1.432 billion, a 319.86% year-on-year increase. CaiXiao Note: The company’s net profit for Q4 2025 was RMB 0.07 billion; based on this, its Q1 2026 net profit increased 20,357% quarter-on-quarter. (Source: Cailian News APP)

Recently, LyondellBasell has expanded its Purell product portfolio and further deepened its collaboration with healthcare customers. The Purell series of materials, specifically developed for the healthcare sector, is widely used in products such as syringes, ampoules, IV bottles, diagnostic device housings, laboratory ware, inhalers, and medical packaging.

The main plastic futures contract on Dalian Commodity Exchange rose by over 2%, to 8,347 yuan/ton. The main bottle chip futures contract on Zhengzhou Commodity Exchange surged by 6%, to 8,886 yuan/ton.