证券代码：600691 证券简称：潞化科技 公告编号：临 2026-004 山西潞安化工科技股份有限公司 关于变更签字会计师的公告 一、签字会计师及项目质量控制复核人变更情况 立信中联作为公司 2025 年度财务报表审计机构，原委派李春华女士、曹宇辰先 生为公司审计业务的签字注册会计师，赵光先生为公司审计业务的项目质量控制复核 人。由于工作调整，现委派朱伟涛先生接替曹宇辰先生作为签字注册会计师，委派王 慧英女士接替赵光先生作为项目质量控制复核人。变更后的签字注册会计师为李春华 女士和朱伟涛先生，项目质量控制复核人为王慧英女士。 二、本次变更签字注册会计师及项目质量控制复核人的基本信息、诚信和独立性 情况 （一）基本信息 签字注册会计师：朱伟涛先生，2017 年取得注册会计师证书，2017 年起开始 从事上市公司审计，2025 年起开始在立信中联执业，2026 年度开始为公司提供审 计服务。最近 3 年未签署上市公司审计报告。 项目质量控制复核人：王慧英女士，2000 年取得注册会计师证书，2018 年起 1 开始从事上市公司审计，2010 年起开始在立信中联执业，2026 年度开始为公司提 供审计服务。最近 ...

【尿素业务拖累业绩表现 #潞化科技2025年预亏逾6.38亿元# 】2026年1月20日，潞化科技 （600691.SH）披露2025年年度业绩预亏公告，预计全年归属于上市公司股东的净利润亏损6.38亿元至 8.63亿元，扣除非经常性损益后的净利润亏损6.8亿元至9.2亿元。 潞化科技相关人士在接受《中国经营报》记者采访时表示，在行业供需矛盾突出的背景下，公司核心产 品尿素、聚氯乙烯等价格持续低位运行，影响了公司利润表现。 隆众资讯分析师郭淑华向记者分析指出表示，2025年上半年尿素价格有所回暖，下半年则呈现先抑后扬 走势。根据氮肥协会统计，2025年国内尿素产能预计达7380万吨，产量超过7200万吨，而市场有效需求 在6550万吨左右。 隆众数据显示，2025年新型煤气化工艺尿素年均利润在221元/吨附近，较2024年下降96元/吨。值得一 提的是，固定床以及天然气工艺尿素企业基本面临全年亏损状态。 对于后市走势，郭淑华表示，2026年伊始国内尿素行情偏强波动，多数尿素生产企业处于盈利状态。未 来尿素行情走势需关注供应、需求及政策等多重变量。 卓创资讯方面预测，2026年国内尿素价格将延续低位运行，呈现季 ...

Core Viewpoint - LuHua Technology (600691.SH) is expected to report a significant net loss for the year 2025, with estimates ranging from 638 million to 863 million yuan, primarily due to low prices of key products like urea and polyvinyl chloride, alongside asset impairment provisions impacting profitability [2] Company Summary - LuHua Technology's core business includes the production and sales of chemical products and equipment manufacturing, with urea being a crucial profit pillar [2] - The company anticipates a substantial decline in profits due to two main factors: a significant pressure on its main business from weakened market demand and a comprehensive impairment test leading to increased provisions [2] Industry Summary - The domestic urea market in 2025 is facing severe challenges with supply-demand imbalances and declining prices, as evidenced by a drop in average factory prices to 1694 yuan/ton, down 352 yuan/ton from 2024 [2] - According to analysts, the urea price is expected to show some recovery in the first half of 2025, followed by fluctuations in the second half, with an estimated production capacity of 73.8 million tons and effective market demand around 65.5 million tons [3] - Predictions for 2026 suggest that urea prices will continue to operate at low levels with seasonal fluctuations, with average monthly prices expected to range between 1590 and 1850 yuan/ton [3]

Core Viewpoint - Shanxi Lu'an Chemical Technology Co., Ltd. (stock abbreviation: Lu'an Technology) announced a projected net profit loss for 2025, estimated between 638 million to 863 million yuan, indicating a slight fluctuation compared to the previous year's loss of 680.7 million yuan [1] Group 1: Financial Performance - The company expects a net profit loss of 680 million to 920 million yuan after excluding non-recurring gains and losses, reflecting significant pressure on its core business [1] - The decline in sales prices for key products such as urea, polyvinyl chloride, and hydrogen peroxide was reported, with year-on-year decreases of 18.93%, 13.63%, and 27.15% respectively, severely compressing profit margins [1] - The company conducted a comprehensive review and impairment testing of its assets, leading to increased provisions for impairment, which further expanded the net profit loss [1] Group 2: Strategic Transformation - Lu'an Technology is undergoing a strategic transformation, having changed its name from "Yangmei Chemical Co., Ltd." to emphasize a technology-driven development direction, focusing on hydrogen energy and intelligent equipment manufacturing [2] - The company has leveraged its hydrogen production capacity, with its subsidiary successfully developing the first domestic 100-ton CO hydrogenation green methanol synthesis device and establishing Shanxi's first GW-level intelligent alkaline electrolyzer production line [2] - The controlling shareholder, Lu'an Chemical, plans to increase its stake in the company by 50 million to 100 million yuan by June 2025, indicating confidence in the company's future [2]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

人民财讯1月19日电，潞化科技（600691）1月19日公告，预计2025年年度实现归属于上市公司股东的净 利润为亏损6.38亿元—8.63亿元。报告期内受市场环境影响，化工市场需求走弱，公司尿素、聚氯乙烯 等产品价格低位运行，严重压缩了公司利润空间。 ...

本业绩预告适用于净利润为负值的情形。 山西潞安化工科技股份有限公司（以下简称"公司"）预计 2025 年年度 实现归属于上市公司股东的净利润为-86,250 万元到-63,750 万元，实现归属于 上市公司股东的扣除非经常性损益的净利润为-92,000 万元到-68,000 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 证券代码：600691 证券简称：潞化科技 公告编号：临 2025-003 山西潞安化工科技股份有限公司 2025 年年度业绩预亏公告 重要内容提示： 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。 依据《企业会计准则》及公司会计政策相关规定，基于谨慎性原则，公司对 各类资产进行了全面检查和减值测试,对可能发生资产减值的资产计提了相应的 减值准备。 （二）非经营性损益的影响 预计 2025 年年度实现归属于上市公司股东的扣除非经常性损益后的净利润 -92,000 万元到-68,000 万元。 二、上年同期经营业绩和财务状 ...

格隆汇1月19日丨潞化科技（维权）(600691.SH)公布，公司预计2025年年度实现归属于上市公司股东的 净利润为-86,250万元到-63,750万元，实现归属于上市公司股东的扣除非经常性损益的净利润为-92,000 万元到-68,000万元。报告期内受市场环境影响，化工市场需求走弱，公司尿素、聚氯乙烯等产品价格 低位运行，严重压缩了公司利润空间。 ...

Core Viewpoint - Lu'an Technology (600691.SH) expects a net loss attributable to shareholders of 638 million to 863 million yuan for 2025 due to a weak market environment impacting chemical product demand and pricing [1] Group 1: Financial Performance - The company anticipates a net profit loss of 638 million to 863 million yuan for 2025 [1] - The weak demand in the chemical market has led to low pricing for products such as urea and polyvinyl chloride, compressing profit margins [1] - The company has made provisions for asset impairment, which has negatively impacted financial performance [1] Group 2: Market Conditions - The chemical market is experiencing a downturn, affecting demand and pricing for key products [1] - Non-recurring gains and losses have a minimal impact on the net profit [1]

阳煤平原化工有限公司 重整计划草案 阳煤平原化工有限公司管理/ . na te re ter t 19 | 目 录 | | --- | | 释, 义 摘 要 | | 一、债务人的基本情况 | | 二、债务人资产情况 | | 三、债务人负债状况 | | 四、破产费用与共益债务 | | 五、清算条件下偿债能力分析 | | 八、债权分类： . | | 十、未来经营方案 十一、重整计划的执行。 | | 十二、特别事项的处理及说明 | 157 te Raj . > 接受指定后,管理人严格遵循《企业破产法》的相关规定,勤勉尽 责,忠实执行职务,扎实开展公司破产清算、重整的各项工作,完成债 务人财产接管、调查、保管、处置等,公开选聘审计、评估机构,审查 梳理需要继续履行的合同,接收并审查申报的债权,聘请专业机构开展 土壤污染调查和设备设施拆除工作,推进并完成债务人关闭退出工作, 妥善完成职工分流安置,组织召开债权人会议,招募重整投资人,力争 实现债权人利益最大化和企业重生。 管理人在平原法院的指导和监督下,全力做好与重整相关的各项工 作,秉持市场化、法治化的原则,严格执行《企业破产法》等相关法律 法规的规定,本着对债权人开 ...