经济观察网潞化科技（600691）(600691.SH)近期有以下值得关注的事件，基于公开信息整理： 战略推进 公司更名后聚焦氢能与智能装备领域，如子公司建成GW级电解槽生产线和CO制绿色甲醇装置。未来 技术产业化及项目落地情况值得跟踪。 股价异动原因 子公司发展 2026年2月10日，公司原控股子公司阳煤平原化工的重整计划获法院批准。潞化科技将无偿转让其持有 的51%股权，债权清偿方案需在法院裁定批准后60日内完成，这可能导致公司资产结构变化。 业绩经营情况 公司于2026年1月19-20日发布业绩预亏公告，预计2025年全年归属净利润亏损6.38亿元至8.63亿元。后 续需关注经审计的正式年报发布，以确认具体财务数据。 2025年6月，控股股东潞安化工计划增持公司股份5000万元至1亿元，增持进展可能影响市场情绪。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - Shanxi Lu'an Chemical Technology Co., Ltd. (the "Company") is undergoing a bankruptcy reorganization process for its former subsidiary, Yangmei Pingyuan Chemical Co., Ltd. (the "Pingyuan Chemical"), which was declared bankrupt by the court due to creditor applications [1][2][3]. Group 1: Bankruptcy and Reorganization Process - On January 8, 2025, Pingyuan Chemical received a notification from the Shandong Pingyuan County People's Court regarding its bankruptcy liquidation application [1]. - The court accepted the bankruptcy liquidation application on January 15, 2025, and appointed two law firms as the bankruptcy liquidation managers [2]. - The first creditors' meeting was held on March 18, 2025, where various management and distribution plans were approved [2]. - On December 17, 2025, the court ruled to initiate the reorganization of Pingyuan Chemical, effective from December 16, 2025 [2][3]. Group 2: Creditors' Meetings and Voting Outcomes - The second creditors' meeting took place on January 22, 2026, where the reorganization plan was discussed [3]. - The reorganization plan was approved by various creditor groups during the second creditors' meeting, which utilized both online and offline formats for voting [4]. Group 3: Impact of the Reorganization Plan - The reorganization plan includes a total employee debt repayment of CNY 232,681,074, with a repayment rate of 66.137%, amounting to CNY 153,889,312.99 to be paid in cash [6]. - The total ordinary debt held by the Company amounts to CNY 675,167,603.46, with specific repayment terms based on the amount owed [6]. - Due to Pingyuan Chemical's insolvency, all shareholders' equity will be adjusted to zero, resulting in the Company’s 51% stake being transferred to investors without compensation [7].

2025年1月16日，平原化工收到山东省平原县人民法院《决定书》（（2025） 鲁1426破申1号），指定山东德衡（济南）律师事务所及山东九公律师事务所共 同担任平原化工破产清算管理人（以下简称"管理人"）。具体内容详见《阳煤 化工股份有限公司关于控股子公司平原化工收到法院指定管理人决定书的公告》 （临2025-004）。 证券代码：600691 证券简称：潞化科技 公告编号：临 2026-007 山西潞安化工科技股份有限公司关于 原控股子公司平原化工破产重整收到法院裁定的 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。 山西潞安化工科技股份有限公司（以下简称"公司"）原控股子公司阳煤平 原化工有限公司（以下简称"平原化工"）于2025年1月8日收到山东省平原县人 民法院《通知书》，平原化工被债权人平原县财金发展集团有限公司（以下简称 "平原财金"）申请破产清算，具体内容详见《阳煤化工股份有限公司关于控股 子公司平原化工被债权人申请破产清算的提示性公告》（临2025-001）。 2025年1月15日，平原化工收到山东省平 ...

山西潞安化工科技股份有限公司（以下简称"公司"）分别于 2025 年 11 月 18 日和 2025 年 12 月 5 日召开第十一届董事会第三十二次会议和2025年第四 次临时股东会，审议通过了《关于拟变更公司注册地址并修订<公司章程>的议案》， 公司拟将注册地址由"山西省阳泉市矿区桃北西街 2 号"变更为"山西省太原市 迎泽区双塔西街 72 号潞安戴斯酒店 8、9 层"，并对《公司章程》相关条款进行 修订，变更后的注册地址以工商登记机关核准的内容为准。详见公司于 2025 年 11 月 19 日披露的《山西潞安化工科技股份有限公司关于拟变更公司注册地址并 修订<公司章程>的公告》（公告编号：临 2025-059）。 由于公司实际经营和发展需要，公司取消本次注册地址变更，按照规定办理 《公司章程》相关条款的变更登记。 公司的法定住所为：山西省阳泉市矿区桃北西街 2 号。 邮政编码：045000 证券代码：600691 证券简称：潞化科技 公告编号：临 2026-006 山西潞安化工科技股份有限公司关于 取消变更公司注册地址的公告 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 ...

Core Viewpoint - Shanxi Lu'an Chemical Technology Co., Ltd. is undergoing a bankruptcy reorganization process for its former subsidiary, Yangmei Pingyuan Chemical Co., Ltd., which has been approved by the creditors' meeting [1][3][9]. Group 1: Bankruptcy Proceedings - On January 8, 2025, Yangmei Pingyuan Chemical received a notice from the Shandong Pingyuan County People's Court regarding a bankruptcy liquidation application filed by Pingyuan County Financial Development Group [1]. - The court accepted the bankruptcy liquidation application on January 15, 2025, and appointed two law firms as the bankruptcy liquidation managers on February 16, 2025 [2]. - The first creditors' meeting was held on March 18, 2025, where various management plans were approved [2]. Group 2: Creditors' Meeting Outcomes - The second creditors' meeting took place on January 22, 2026, with 307 creditors representing a total debt of approximately 1.497 billion yuan [3][4]. - The meeting approved the reorganization plan draft, with significant support from all creditor groups, including construction, employee, tax, ordinary creditors, and investors [5][6][7][8][9]. - The ordinary creditors group, consisting of 307 creditors with a total debt of approximately 1.027 billion yuan, showed a 95.22% approval rate for the reorganization plan [8]. Group 3: Legal Framework - The reorganization plan draft was passed according to Article 84 of the Enterprise Bankruptcy Law of the People's Republic of China, which allows creditors to challenge the decision within 15 days if they believe it violates legal provisions [9].

证券代码：600691 证券简称：潞化科技 公告编号：临 2026-005 山西潞安化工科技股份有限公司关于 原控股子公司平原化工第二次债权人会议表决结果 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。 山西潞安化工科技股份有限公司（以下简称"公司"）原控股子公司阳煤平 原化工有限公司（以下简称"平原化工"）于2025年1月8日收到山东省平原县人 民法院《通知书》，平原化工被债权人平原县财金发展集团有限公司（以下简称 "平原财金"）申请破产清算，具体内容详见《阳煤化工股份有限公司关于控股 子公司平原化工被债权人申请破产清算的提示性公告》（临2025-001）。 2025年1月15日，平原化工收到山东省平原县人民法院《民事裁定书》（（2025） 鲁1426破申1号），裁定受理平原财金对平原化工的破产清算申请，具体内容详 见《阳煤化工股份有限公司关于控股子公司平原化工收到法院受理破产清算申请 裁定的公告》（临2025-002）。 2026年1月22日，平原化工破产重整案第二次债权人会议在平原县人民法院 前曹法庭召开。具体内 ...

Core Viewpoint - Luohua Technology announced that its former subsidiary Pingyuan Chemical will hold the second creditors' meeting for bankruptcy reorganization on January 22, 2026, to review the draft reorganization plan [1] Group 1: Creditors' Meeting Details - A total of 307 creditors are involved, with a total debt amount of 1.497 billion yuan [1] - 293 creditors attended the meeting, representing 99.90% of the total debt amount [1] - Three investors participated, representing a total investment of 560 million yuan, which accounts for 100% of the investment group [1] Group 2: Reorganization Plan - All creditor groups and investor groups voted to approve the draft reorganization plan [1] - Although the draft plan was approved, the court has yet to rule on its approval [1] - The company will continue to monitor the progress and disclose information accordingly [1]

Core Viewpoint - Luohua Technology (600691) has confirmed that it does not have a financial shared service center, but maintains an independent financial department with dedicated financial management personnel and a financial accounting system that meets the requirements for listed companies [1] Group 1 - The company has established an independent financial department [1] - The financial department is equipped with specialized financial management personnel [1] - The company has developed an independent financial accounting system [1]

Price Trends - The latest price of adipic acid as of January 26 is 7633.33 yuan per ton, reflecting a recent increase of 3.15% over the last 5 days [2][4] - Over the past 30 days, the price has risen by 11.71% [2][4] - In the last 60 days, the price has increased by 13.37% [2][4] Related Producers - Key producers in the adipic acid market include Huafeng Chemical (002064), Hualu Hengsheng (600426), Yangmei Chemical (600691), Shennong Co. (600810), and Kailuan Co. (600997) [2][4]

Group 1 - LuHua Technology announced the adjustment of its financial audit firm for the fiscal year 2025, with ZHU WEITAO replacing CAO YUCHEN as the signing registered accountant [2] - WANG HUIYING will take over from ZHAO GUANG as the project quality control reviewer [2]