证券日报网讯 1月29日，昊华科技发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 为138000.00万元到148000.00万元，与上年同期相比增加32620.37万元到42620.37万元，同比增加 30.96%到40.44%。 （编辑 丛可心） ...

Group 1 - The company expects a significant increase in net profit for 2025, projecting a range of 1.38 billion to 1.48 billion yuan, representing a year-on-year growth of 30.96% to 40.44% [1] - The projected non-net profit for 2025 is estimated to be between 1.336 billion and 1.436 billion yuan, indicating a substantial year-on-year increase of 106.88% to 122.36% [1] - The company attributes its growth to enhanced market development and operational excellence initiatives, with a strong performance in its "3+1" core business segments, particularly in the fluorochemical sector [1] Group 2 - The chairman of the company outlined a five-year strategic plan (2026-2030) focusing on filling gaps in new chemical materials and ensuring supply of specialty products, aiming to become a leading provider of innovative advanced chemical material solutions [2] - The year 2026 is identified as a pivotal year for the company's new development phase and the foundation for "Technology Haohua" initiatives [2] - The chairman emphasized four key requirements for the company's development: commitment to mission, confidence in opportunities, determination to overcome challenges, and persistence in improving management efficiency [2]

(本文来自第一财经) 昊华科技公告称，预计2025年归属于上市公司股东的净利润为13.80亿元至14.80亿元，同比增加30.96% 至40.44%。2025年，公司通过进一步加强市场开拓，同时持续开展卓越运营、提质增效行动，经营业 绩较上年有较大幅度增长；"3+1"核心业务板块整体增长态势良好，其中氟化工板块业务实施一体化管 理，整合协同效应进一步显现，制冷剂业务价格维持高位上涨，利润贡献突出。 ...

格隆汇1月29日丨昊华科技(600378.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润138,000.00万元到148,000.00万元，同比增加30.96%到40.44%。预计2025年年度实现归 属于母公司所有者的扣除非经常性损益的净利润133,600.00万元到143,600.00万元，同比增加106.88%到 122.36%。 2025年，公司通过进一步加强市场开拓，同时持续开展卓越运营、提质增效行动，经营业绩较上年有较 大幅度增长；"3+1"核心业务板块整体增长态势良好，其中氟化工板块业务实施一体化管理，整合协同 效应进一步显现，制冷剂业务价格维持高位上涨，利润贡献突出。 ...

Core Viewpoint - The company, Haohua Technology, expects a significant increase in net profit for the year 2025, projecting a range of 1.38 billion to 1.48 billion yuan, representing a year-on-year growth of 30.96% to 40.44% [1] Financial Performance - The projected net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be between 1.336 billion and 1.436 billion yuan, indicating a year-on-year increase of 106.88% to 122.36% [1] Business Strategy - The company plans to enhance market development and continue its initiatives for operational excellence and efficiency improvement, which are expected to contribute to substantial growth in operating performance compared to the previous year [1] Core Business Segments - The "3+1" core business segments are showing a positive growth trend, particularly in the fluorochemical sector, where integrated management and collaborative synergies are becoming more evident [1] Market Conditions - The refrigerant business is experiencing sustained high price increases, which is contributing significantly to profit margins [1] Corporate Actions - In 2024, the company merged with Sinochem Lantian Group Co., Ltd. and Guilin Lanyu Aviation Tire Development Co., Ltd., which will impact the financial results due to the recognition of non-recurring gains and losses from the merged entities [1]

证券代码：600378 证券简称：昊华科技 公告编号：临 2026-007 昊华化工科技集团股份有限公司 2025 年年度业绩预增公告 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法律责任。 重要内容提示： 业绩预告的具体适用情形 本期业绩预告适用"实现盈利，且净利润与上年同期相比上升 50%以上"的情形。 业绩预告相关的主要财务数据情况 昊华化工科技集团股份有限公司（以下简称"公司"）预计 2025 年年度实现归属于母公司所有者的净利润为 138,000.00 万元到 148,000.00 万元，与上年同期相比增加 32,620.37 万元到 42,620.37 万元，同比增加 30.96%到 40.44%。预计 2025 年年度实现归属于母公 司所有者的扣除非经常性损益的净利润为 133,600.00 万元到 143,600.00 万元，与上年同期相比增加 69,020.24 万元到 79,020.24 万元，同比增加 106.88%到 122.36%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2 ...

Price Trends - The latest price of R2201 as of January 28 is 17,333.33 yuan per ton, reflecting an increase of 11.83% over the last 60 days [2][4] Related Companies - Relevant producers include: - Juhua Co., Ltd. (600160) - Yonghe Co., Ltd. (605020) - Sanmei Co., Ltd. (603379) - Luxi Chemical Co., Ltd. (000830) - Haohua Technology Co., Ltd. (600378) [2][4]

| | | 昊华化工科技集团股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 2 月 4 日 昊华化工科技集团股份有限公司 2026 年第一次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效 率，保证会议的顺利进行，昊华化工科技集团股份有限公司（以下简 称"公司"或"昊华科技"）根据相关法律法规、《昊华科技公司章程》 和《昊华科技股东会议事规则》等规定，特制定本须知。 一、公司根据《昊华科技公司章程》和《昊华科技股东会议事规 则》等相关规定，认真做好召开股东会的各项工作。 二、股东会设会务组，具体负责会议有关程序及服务等事宜。 三、股东会期间，全体出席人员应维护股东的合法权益、确保会 议的正常秩序和议事效率，自觉履行法定义务。 四、出席会议的股东（或股东代理人），依法享有发言权、质询 权、表决权等权利，股东（或股东代理人）要求在股东会现场会议上 发言，应在会议召开前向公司登记，由公司统一安排。股东（或股东 代理人）临时要求发言或就相关问题提出质询的，应当先向会议会务 组申请，经会议主持人许可后方可进行。 五、股东（或股东代理人）在会议上发言，应围绕本次会议所审 议 ...

Core Insights - The report emphasizes the ongoing prosperity in the commercial aerospace and military sectors, highlighting opportunities in overseas markets and the importance of technological advancements in the industry [2][3] Group 1: Industry Overview - The commercial aerospace sector is experiencing upward momentum, driven by SpaceX's advancements in reusable rocket technology, which could reduce space access costs by 100 times [13] - The military aviation sector is expected to benefit from increased demand for large aircraft and military trade, with significant growth anticipated in 2026 [14] - The report identifies a focus on supply chain reforms and the integration of AI technologies as key trends shaping the future of the defense and aerospace industries [15] Group 2: Investment Recommendations - The report recommends companies that align with the "S-curve" evolution, focusing on supply chain reforms and automation, including firms like航发动力 (Aero Engine Corporation) and 中航沈飞 (AVIC Shenyang Aircraft Corporation) [15] - Companies positioned for expansion in military trade and civil aviation, such as 国睿科技 (Guorui Technology) and 中国动力 (China Power), are highlighted for their growth potential [15] - Emerging industries like commercial aerospace, AI, and quantum computing are also recommended, with firms like 睿创微纳 (Ruichuang Micro-Nano) and 菲利华 (Feilihua) noted for their innovative capabilities [15] Group 3: Company Valuations and Financial Analysis - 航发动力 (Aero Engine Corporation) is projected to have a 2025E EPS of 0.22 CNY, with a PE ratio of 216.82 for 2025 [6] - 中航高科 (AVIC High-tech) is expected to achieve a 2025E EPS of 0.90 CNY, with a PE ratio of 29.16 for 2025 [6] - The report provides detailed financial metrics for various companies, indicating growth in EPS and improvements in PE ratios across the sector, reflecting a positive outlook for the defense and aerospace industries [6]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-23 | 调华转接 | 600378 | 39.68 | 599.17 | 15.1 | 空會會議委員登録 | 服 | | 2026-01-23 | 具华科技 | 600378 | 39.68 | 499.97 | 12.6 | 不合同的 - 122 | KI | | 2026-01-23 | 员华科技 | 600378 | 39.68 | 499.97 | 12.6 | 天客景都然曾直播 | Ka | 1月23日，昊华科技大宗交易成交40.3万股，成交额1599.11万元，占当日总成交额的2.65%，成交价 39.68元，较市场收盘价39.68元持平。 ...