登录新浪财经APP 搜索【信披】查看更多考评等级 三、其他事项 浙江嘉化能源化工股份有限公司(以下简称"公司")分别于2025年4月9日、2025年4月30日召开第十届董 事会第十一次会议、2024年年度股东大会，审议通过了《关于以集中竞价交易方式回购股份方案的议 案》，同意公司以不低于人民币40,000万元、不超过人民币60,000万元的自有资金及自筹资金通过集中 竞价交易方式回购股份，回购价格为不超过12.01元/股，回购期限为自股东大会审议通过回购股份方案 之日起不超过12个月(以下简称"2025年回购计划")。有关本次回购股份事项的具体情况详见公司于2025 年4月10日及2025年5月1日在上海证券交易所网站（www.sse.com.cn）披露的《关于以集中竞价交易方 式回购股份方案的公告》、《关于以集中竞价交易方式回购股份的回购报告书》。经公司实施2024年年 度利润分配方案及2025年半年度利润分配方案后，公司以集中竞价方式回购股份的价格上限由不超过人 民币12.01元/股逐步调整为不超过人民币11.63元/股。详见公司在上海证券交易所网站 （www.sse.com.cn）披露的《关于调整回购股 ...

每经AI快讯，嘉化能源2月2日晚间发布公告称，截至2026年1月31日，公司通过集中竞价交易方式回购 股份数量约为4081万股，占公司总股本的比例为3.01%，回购股份成交的最高价为人民币11.11元/股， 最低价为人民币8.02元/股，已支付的总金额为人民币约3.51亿元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 曾健辉） ...

嘉化能源（600273）(600273.SH)发布公告，截至2026年1月31日，公司通过集中竞价交易方式回购股份 数量为4080.95万股，占公司总股本的比例为3.01%，回购股份成交的最高价为人民币11.11元/股，最低 价为人民币8.02元/股，已支付的总金额为人民币3.51亿元(不含交易费用)。 ...

智通财经APP讯，嘉化能源(600273.SH)发布公告，截至2026年1月31日，公司通过集中竞价交易方式回 购股份数量为4080.95万股，占公司总股本的比例为3.01%，回购股份成交的最高价为人民币11.11元/ 股，最低价为人民币8.02元/股，已支付的总金额为人民币3.51亿元(不含交易费用)。 ...

证券代码：600273 证券简称：嘉化能源 公告编号：2026-002 浙江嘉化能源化工股份有限公司 | 回购方案首次披露日 | | 2025/4/10 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 5 月 | 2025 年 1 | 日~2026 | 年 | 4 | 月 30 日 | | 预计回购金额 | 40,000万元~60,000万元 | | | | | | | 回购用途 | √减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | | 4,080.95万股 | | | | | | 累计已回购股数占总股本比例 | | 3.01% | | | | | | 累计已回购金额 | | 35,136.55万元 | | | | | | 实际回购价格区间 | 8.02元/股~11.11元/股 | | | | | | 关于以集中竞价交易方式回购股份比例达到 3%的进展 公告 本公司董事会及全体董事保证本公告内容不存在 ...

格隆汇2月2日丨嘉化能源(600273.SH)公布，截至2026年1月31日，公司通过集中竞价交易方式回购股份 数量为4080.95万股，占公司总股本的比例为3.01%，回购股份成交的最高价为人民币11.11元/股，最低 价为人民币8.02元/股，已支付的总金额为人民币3.51亿元(不含交易费用)。 ...

Summary of Jiahuan Energy Conference Call Company Overview - Jiahuan Energy operates through six major industrial segments: thermal power, chlor-alkali, PVC, fatty acids/alcohols, green energy, and Huanghua Pharmaceuticals, providing steam to the Jiaxing Chemical Park and expanding capacity in chlor-alkali and PVC sectors [2][3] Key Points and Arguments Business Structure and Industry Position - Jiahuan Energy's core philosophy revolves around a circular economy, integrating traditional businesses like thermal power and steam supply into a comprehensive industrial unit [3] - The company is a leading steam supplier in Zhejiang Province and has significantly increased chlor-alkali utilization through the introduction of a 300,000-ton PVC project [3] Capacity Expansion and Revenue Contribution - In 2026, two major projects will contribute additional revenue: the PVC Phase II project with an additional capacity of 600,000 tons and the fatty alcohol Phase II project, which will double its capacity [2][5] - Expected sales levels for these projects are 70% for PVC and 60% for fatty alcohols, with anticipated profits exceeding 100 million yuan from the new capacity [6][5] Profitability and Market Conditions - The unit profit for fatty acids and alcohols is projected to be between 800 to 1,000 yuan per ton, although market competition may slightly pressure gross margins [6] - The PVC business incurred a loss of approximately 200 million yuan in 2025, but there are signs of recovery with rising spot prices and significant export volumes before the cancellation of export tax rebates [7] Production Capacity and Technological Upgrades - The company plans to upgrade its caustic soda capacity from 298,000 tons to 410,000 tons by June 2026 to meet POC27 requirements and address chlorine supply shortages [8] - The POC27 facility is currently operating at full capacity, and the upgrades will reduce the need for external sourcing [8] Regulatory Impact and Strategic Procurement - The battery method phase-out policy is expected to increase costs for calcium carbide PVC producers, benefiting ethylene-based PVC producers like Jiahuan Energy [9] - The company sources ethylene from third parties and nearby suppliers, and a decline in oil prices will be advantageous for procurement costs [10] Overall Profitability Outlook - The overall profitability for 2026 is expected to improve, with stable steam business, acceptable caustic soda margins, and growth in fatty acids/alcohols, while PVC remains the most elastic segment [11] - For 2025, performance is anticipated to be stable compared to 2024, with macroeconomic conditions potentially exerting downward pressure in the second half [12] Industry Trends and Strategic Focus - The fatty acids and alcohols industry is facing increased competition due to rising raw material prices, but Jiahuan Energy aims to enhance market concentration and expand capacity [13][14] - The company will focus on consolidating existing industrial clusters and improving project efficiency rather than pursuing large-scale investments, maintaining a stable dividend policy with plans for share buybacks to enhance shareholder returns [15]

共52只个股出现了机构的身影。 | 阴用共亚 | 1 V.V 1 /0 | 61 JU.VV | | --- | --- | --- | | 潜能恒信 | 20.00% | -3028.65 | | 准油股份 | 10.04% | -3334.69 | | 锌业股份 | 7.45% | -3425.86 | | 晓程科技 | 19.52% | -6443.25 | | 火炬田子 | -10.01% | -6700.45 | | 洲际油气 | 10.06% | -6948.66 | | 北方铜业 | 10.00% | -9979.30 | | 铜陵有色 | 10.06% | -14094.42 | | 北化股份 | -9.99% | -14498.79 | | 萃华珠宝 | -10.03% | -16479.46 | | 招金黄金 | 9.99% | -19436.77 | | 五粮液 | 10.00% | -29093.00 | | 振石股份 | 121.65% | -32296.93 | | 江西铜业 | 9.56% | -50507.89 | | 白银有色 | 9.99% | -69502.27 | 第□ ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 920471 | 美邦科技 | 1 | 16.62 | 17.80亿 | 68.64 | | 002440 | 闺主股份 | 1 | 10.05 | 133亿 | 58.37 | | 600273 | 嘉化能源 | -18- | 10.05 | 165亿 | 39.13 | | 603172 | 万丰股份 | | 10.02 | 31.20亿 | 31.40 | | 603599 | 广信股份 | 1 | 10.01 | 141亿 | 35.02 | | 002165 | 红宝丽 | 4-4 | 10.00 | 86.54亿 | 55.69 | | 002455 | 早川股份 | 1 | 9.96 | 51.82亿 | 21.62 | | 600722 | 金牛化工 | | 9.96 | 58.58亿 | 44.95 | | 688269 | 凯立新材 | 报 | 9.92 | 65.17亿 | 24.62 | | 002734 | 利民股份 | 1 | ...

Summary of Conference Call Notes Industry Overview - The focus is on the PVC (Polyvinyl Chloride) industry, particularly regarding the transition to mercury-free production methods as mandated by the Ministry of Ecology and Environment in China [1] Key Points and Arguments - **Policy Push for Mercury-Free PVC**: The government is accelerating the transition to mercury-free catalysts in the PVC industry, which is expected to lead to the elimination of outdated production capacities [1] - **Impact of Capital Expenditure**: The transition to mercury-free production requires significant one-time capital expenditures. Smaller and higher-cost producers may lack the financial resources to complete this transformation, potentially leading to their exit from the market [1] - **Supply-Side Contraction**: The forced exit of less competitive producers will likely shrink the supply side of the industry, optimizing the overall supply-demand balance and alleviating excess pressure, which could promote industry profitability recovery [1] - **Current PVC Pricing**: As of January 28, PVC prices are at 4,615 RMB per ton, with a price difference of -111.5 RMB per ton. These figures are positioned at the 4.3% and 13.6% percentiles, respectively, since 2016 [1] Additional Insights - **Core Bottleneck of Mercury-Free Catalysts**: The industry is expected to enter a phase where technological advancements are realized, and companies with mature industrial capabilities are likely to benefit first [2] - **Key Players in the Market**: Notable companies mentioned include: - Zhongtai Chemical (2.6 million tons) - Xinjiang Tianye (1.34 million tons) - Junzheng Group (800,000 tons) - Chlor-Alkali Chemical (480,000 tons) - Jiahua Energy (300,000 tons) - Sanyou Chemical (525,000 tons) - Kaili New Materials (leader in mercury-free catalysts) [2] - **Risk Factors**: Potential risks include the possibility that the transition to mercury-free production may not proceed as expected and increased competition within the industry [2]