当日A股市场化工板块表现活跃，基础化工板块整体上涨3.45%，化学原料板块涨幅达4.04%。磷化工、 钛白粉等细分领域涨幅显著（如磷化工板块涨6.91%），和邦生物、澄星股份等多股涨停，板块资金流 入明显。柳化股份作为双氧水生产企业，受益于行业情绪回暖。 资金面与技术面 资金流向：尽管主力资金净流出676.27万元（占成交额6.49%），但散户资金净流入697.76万元，形成 资金接力。股价突破20日均线（3.89元）并接近布林带上轨（4.074元），MACD柱状线转正 （0.005），短期技术面偏强。 量价配合：成交额较近期平均水平显著放大（量比1.64），换手率3.29%高于近期均值，显示市场参与 度提升。 公司基本面 业绩压力仍存但市场预期分化：公司预计2025年归母净利润628万元，同比下降79.19%，主因双氧水市 场需求低迷、产品价格下滑。但2025年前三季度毛利率8.60%较上季度提升2.39个百分点，连续两个季 度回升，市场可能对成本控制及行业周期见底存在期待。 低估值与基金持仓关注：泰信基金旗下产品四季度重仓持有7.16万股，占基金净值2.1%，部分投资者可 能关注其低负债率（9.56%）和 ...

截至发稿，张海涛累计任职时间1年47天，现任基金资产总规模17.87亿元，任职期间最佳基金回报 37.98%， 任职期间最差基金回报0.12%。 数据显示，泰信基金旗下1只基金重仓柳化股份。泰信智选量化选股混合发起式A（013033）四季度持 有股数7.16万股，占基金净值比例为2.1%，位居第九大重仓股。根据测算，今日浮盈赚取约1.43万元。 泰信智选量化选股混合发起式A（013033）成立日期2025年5月22日，最新规模1220.62万。今年以来收 益13.1%，同类排名679/8994；成立以来收益31.19%。 泰信智选量化选股混合发起式A（013033）基金经理为张海涛。 2月24日，柳化股份涨5.25%，截至发稿，报4.01元/股，成交7041.03万元，换手率2.23%，总市值32.03 亿元。 资料显示，柳州化工股份有限公司位于广西柳州市柳北区跃进路106号之八汇金国际26层，成立日期 2001年3月6日，上市日期2003年7月17日，公司主营业务涉及双氧水的生产和销售。主营业务收入构成 为：27.5%双氧水84.19%，50%双氧水15.20%，其他(补充)0.61%。 从基金十大重仓股角 ...

股票代码：600423 股票简称：柳化股份 公告编号：2026-002 柳州化工股份有限公司 关于公司涉诉进展的公告 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。 ● 案件所处的诉讼阶段：重审一审判决上诉阶段，收到上诉状。 ● 上市公司所处的当事人地位：一审被告、二审被上诉人。 ● 涉案的金额：66,042,150.00 元。 ●是否会对上市公司损益产生负面影响：本案一审原告提起上诉，二审暂未开庭，对公司本期利润或 期后利润影响尚存在不确定性。 1、诉讼基本情况 柳州化工股份有限公司（以下简称"柳化股份"或"公司"）于 2021 年 8 月 25 日、2024 年 2 月 20 日、 2024 年 5 月 29 日、2025 年 7 月 2 日、2025 年 12 月 17 日披露了公司、广西万诚拍卖有限公司（以下简称 "广西万诚"）与山西华信蓝海实业有限责任公司（以下简称"山西华信"）拍卖合同纠纷及其进展（详见 公司在上海证券报及上海证券交易所网站上披露的《关于公司累计涉及诉讼的公告》（公告编号为 2021-019）、《关 ...

Core Viewpoint - Liu Hua Co., Ltd. (600423) has announced a significant decline in its expected net profit for 2025, forecasting a net profit of 6.28 million yuan, a year-on-year decrease of 79.19% [3][6]. Financial Performance - The company anticipates a non-recurring net profit of 6.02 million yuan for 2025, reflecting an 82.12% year-on-year decline [3][6]. - As of January 20, the company's price-to-earnings (P/E) ratio (TTM) is approximately 471.84 times, with a price-to-book (P/B) ratio of about 5.3 times and a price-to-sales (P/S) ratio of around 19.98 times [3]. Market Conditions - Liu Hua's primary business is the production and sale of hydrogen peroxide, which is facing a sluggish market demand in 2025 [6]. - The decline in performance is attributed to the company's reliance on a single product, hydrogen peroxide, with market prices lower than the previous year, leading to decreased sales prices and a slight drop in production volume, which in turn increased unit production costs [6]. Historical Financial Data - Historical net profit and non-recurring net profit data indicate a downward trend, with the expected net profit for 2025 showing a significant drop compared to previous years [7]. - The year-on-year growth rates for net profit and non-recurring net profit have also shown negative trends, with a forecasted decline of 79.19% for net profit in 2025 [7].

Core Viewpoint - Liu Chemical Co., Ltd. (600423.SH) has announced a significant decrease in its expected net profit for the year 2025, projecting a profit of 6.28 million yuan, which represents a decline of 23.89 million yuan or 79.19% compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 6.28 million yuan for 2025 [1] - This figure marks a decrease of 23.89 million yuan from the previous year's reported data [1] - The expected decline in profit is 79.19% year-on-year [1] Group 2: Market Conditions - The primary reason for the profit reduction is the company's reliance on the hydrogen peroxide market, which is currently experiencing weak demand [1] - During the reporting period, the market prices for various hydrogen peroxide products were lower than those of the previous year, leading to a decrease in sales prices [1] - Additionally, the company's production volume saw a slight decline, resulting in increased unit production costs [1] Group 3: Revenue and Profitability - The combination of lower sales prices and reduced production volume has led to a decrease in both operating revenue and gross profit margin compared to the previous year [1]

Financial Performance - The company expects a net profit of 6.28 million yuan for 2025, a decrease of 23.89 million yuan or 79.19% compared to the same period last year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be 6.02 million yuan, down 27.66 million yuan or 82.12% year-on-year [5]. - The total profit for the same period last year was 29.58 million yuan [7]. - The net profit attributable to shareholders for the same period last year was 30.18 million yuan [8]. - The net profit attributable to shareholders after deducting non-recurring gains and losses last year was 33.68 million yuan [9]. Market Conditions - The primary reason for the profit decline is the reliance on the hydrogen peroxide market, which is experiencing weak demand in 2025 [11]. - The sales prices of various hydrogen peroxide products have decreased compared to the same period last year, contributing to reduced revenue and gross margin [12]. - The company experienced a slight decline in production volume, leading to an increase in unit production costs [12]. Audit and Caution - The performance forecast data has not been audited by a registered accountant [6]. - Investors are advised to be cautious as the forecast data is preliminary and the final audited financial data will be disclosed in the 2025 annual report [14].

Core Viewpoint - Liu Hua Co., Ltd. (600423.SH) expects a significant decline in net profit for the year 2025, primarily due to a weak demand in the hydrogen peroxide market, which is the company's sole product line [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 6.28 million yuan for 2025, a decrease of 23.89 million yuan compared to the previous year, representing a year-on-year decline of 79.19% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be 6.02 million yuan, down by 27.66 million yuan from the previous year, indicating a year-on-year decrease of 82.12% [1] Market Conditions - The primary reason for the profit reduction is the company's reliance on the hydrogen peroxide market, which is experiencing low demand in 2025 [1] - During the reporting period, the market prices for various hydrogen peroxide products were lower than the same period last year, leading to a decline in sales prices [1] - Additionally, the company's production volume slightly decreased, resulting in an increase in unit production costs, which together contributed to a reduction in both revenue and gross margin year-on-year [1]

Core Viewpoint - LiuHua Co., Ltd. expects a significant decline in net profit for the year 2025, projecting a profit of 6.28 million yuan, which represents a 79.19% decrease compared to the previous year [1] Group 1: Financial Performance - The anticipated net profit for 2025 is 6.28 million yuan, indicating a substantial drop from the previous year's figures [1] - The decline in profit is attributed to a reliance on a single product, hydrogen peroxide, which is facing a sluggish market demand [1] - The sales price of hydrogen peroxide has decreased compared to the previous year, contributing to reduced revenue and gross margin [1] Group 2: Market Conditions - The hydrogen peroxide market is expected to experience low demand in 2025, impacting overall sales performance [1] - A slight decrease in production volume has been noted, leading to an increase in unit production costs [1]

Core Viewpoint - The report highlights the growth of industrial enterprises in Guangxi Zhuang Autonomous Region, indicating a positive trend in the industrial sector with a year-on-year increase in the number of enterprises [1]. Group 1: Industrial Enterprises in Guangxi - As of January-November 2025, the number of industrial enterprises in Guangxi reached 10,535, an increase of 239 enterprises compared to the same period last year, representing a growth rate of 2.32% [1]. - The industrial enterprises accounted for 2% of the national total, reflecting Guangxi's contribution to the overall industrial landscape in China [1]. Group 2: Industry Research and Consulting - Zhiyan Consulting, a leading industry consulting firm in China, has been deeply engaged in industry research for over a decade, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1]. - The firm emphasizes its professional approach, quality service, and keen market insights to empower investment decisions [1].

Core Viewpoint - Liu Hua Co., Ltd. announced the election of Huang Dongjian as the employee director of the seventh board of directors, with the term expected to start on December 17, 2025, pending approval from the higher-level labor union organization [1] Group 1 - The third employee general meeting will be held on December 15, 2025 [1] - The election of the employee director was conducted through a democratic voting process with full staff registration [1] - Huang Dongjian was elected as the employee director [1]