累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股子 | 396,775.22 | | 公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一期 | 34.85 | | 经审计净资产的比例（%） | | | 特别风险提示（如有请勾选） | □对外担保总额（含本次）超过上市公司 | | | 最近一期经审计净资产 50% | | | □对外担保总额（含本次）超过上市公司 | | | 最近一期经审计净资产 100% | | | □对合并报表外单位担保总额（含本次） | | | 达到或超过最近一期经审计净资产 30% | | | □本次对资产负债率超过 70%的单位提 | | | 供担保 | | 其他风险提示（如有） 无 | | 证券代码：601678 证券简称：滨化股份 公告编号：2025-063 滨化集团股份有限公司 关于为子公司提供担保的公告 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。 重要内容提示： 担 保 对 象 被担保人名称 山东 ...

南财智讯9月29日电，滨化股份公告，为全资子公司山东滨化东瑞化工有限责任公司提供10000万元的连 带责任保证担保，担保期限为主合同项下债务履行期限届满之日起三年。截至公告日，公司及控股子公 司的对外担保总额为396775.22万元，占上市公司最近一期经审计净资产的34.85%，无逾期担保。担保 对象的资信状况良好，担保风险可控。 ...

Core Viewpoint - Recently, Binhua Group Co., Ltd. signed a "Maximum Guarantee Contract" with CITIC Bank Binzhou Branch, providing a maximum joint liability guarantee of 100 million yuan for its wholly-owned subsidiary Shandong Binhua Dongrui Chemical Co., Ltd. [1] Summary by Relevant Sections - The actual guarantee balance for the subsidiary is 499 million yuan (including this guarantee), which is within the annual expected guarantee limit [1] - The total external guarantees provided by the company and its holding subsidiaries amount to 3.968 billion yuan, accounting for 34.85% of the most recent audited net assets, with no overdue guarantees [1] - The subsidiary has good creditworthiness, and the guarantee risk is controllable; the board believes that this guarantee poses no significant risk and will not adversely affect the company's operations and business development [1]

Core Viewpoint - Binhua Co., Ltd. has shown significant financial activity with a notable increase in revenue and a stable stock performance, indicating potential investment opportunities in the chemical industry [1][2]. Financial Performance - As of June 30, Binhua Co., Ltd. reported a revenue of 7.354 billion yuan, representing a year-on-year growth of 61.36% [2]. - The net profit attributable to shareholders for the same period was 111 million yuan, reflecting a growth of 6.01% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 2.358 billion yuan, with 465 million yuan distributed over the past three years [2]. Stock Market Activity - On September 17, Binhua Co., Ltd. experienced a trading volume of 122 million yuan, with a financing buy-in of 19.929 million yuan and a net financing outflow of 3.247 million yuan [1]. - The total margin trading balance reached 512 million yuan, with the financing balance accounting for 5.82% of the circulating market value, indicating a high level of trading activity [1]. - The company had a margin balance of 2.6813 million yuan with a short selling volume of 1,300 shares on September 17, suggesting a high level of short selling activity [1]. Shareholder Structure - The number of shareholders as of June 30 was 79,700, a decrease of 8.26% from the previous period, while the average circulating shares per person increased by 9.00% to 25,478 shares [2]. - Among the top ten circulating shareholders, the Southern CSI 1000 ETF is a new entrant, holding 18.9915 million shares [2].

Summary of Key Points - The company, Binhu Chemical, announced a cash dividend distribution plan for the first half of 2025, proposing a cash dividend of 0.10 yuan (including tax) for every 10 shares held [2] - The record date for the dividend distribution is set for September 23, 2025, with the ex-dividend date and the date of cash dividend payment both scheduled for September 24, 2025 [2]

北京市通商律师事务所 关于滨化集团股份有限公司差异化分红事宜之 法律意见书 二〇二五年九月 中国北京建国门外大街 1 号国贸写字楼 2 座 12-15 层 100004 12-15th Floor, China World Office 2, No. 1 Jianguomenwai Avenue, Beijing 100004, China 电话 Tel: +86 10 6563 7181 传真 Fax: +86 10 6569 3838 电邮 Email: beijing@tongshang.com 网址 Web: www.tongshang.com 北京市通商律师事务所 关于滨化集团股份有限公司差异化分红事宜之 法律意见书 致：滨化集团股份有限公司 北京市通商律师事务所是经中华人民共和国北京市司法局批准成立，具有 合法执业资格的律师事务所，有资格就中国法律问题出具法律意见。现本所接 受滨化集团股份有限公司(以下简称"公司")的委托，就公司 2025 年中期分红 涉及的差异化分红(以下简称"本次差异化分红")相关事宜出具本法律意见书。 为出具本法律意见书，本所审阅了公司提供的本次差异化分红的相关文件 以及本 ...

证券代码：601678 证券简称：滨化股份 公告编号：2025-062 滨化集团股份有限公司 2025年半年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.01元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/9/23 | － | 2025/9/24 | 2025/9/24 | 差异化分红送转： 是 一、 通过分配方案的股东会届次和日期 滨化集团股份有限公司（以下简称"公司"）2025 年 5 月 26 日召开 2024 年年度股东会， 同意授权董事会根据股东会决议在符合分红条件及比例的前提下制定及实施2025年中期分红 方案。根据前述授权，本次利润分配方案经公司 2025 年 8 月 28 日召开的第六届董事会第六 次会议审议通过。 （1）本次差异化分红方案 根据公司第六届董事会第六次会议决议，本次利润分配以实施权益 ...

Core Viewpoint - The article discusses the development of green methanol as a sustainable energy source, highlighting its potential in various applications and the importance of industry collaboration in advancing technology and market adoption [2][28]. Event Overview - The 2025 Liquid Sunshine Industry Development Forum will take place from September 24 to 26 in Dalian, Liaoning, organized by DT New Energy and supported by various industry leaders [2][4]. - The forum will feature multiple sessions focusing on green methanol, including key technology advancements, industry strategies, and international collaboration [4][28]. Session Highlights - The opening ceremony will include discussions on the macro development of liquid sunshine (green methanol) and key technologies for its production [28][33]. - Notable sessions will cover topics such as carbon dioxide high-value utilization, biomass gasification coupled with green hydrogen production, and the ecological construction and application of green methanol [28][38]. Participant Engagement - Over 40 companies involved in green methanol projects are expected to attend, including major players like China Petroleum and Chemical Corporation and China National Offshore Oil Corporation [11][12]. - The event will also feature a welcome dinner and opportunities for networking among industry professionals [4][37]. Technical Presentations - Presentations will include insights on renewable methanol technology, carbon capture and resource utilization, and advancements in sustainable aviation fuel production [33][42]. - Experts from various institutions, including Tsinghua University and the Chinese Academy of Sciences, will share their research and developments in green methanol technologies [32][41].

Core Viewpoint - Binhua Co., Ltd. announced a tax payment issue, requiring a total of 41.29 million yuan in corporate income tax and late fees due to discrepancies in the accounting treatment of convertible bond interest expenses, raising concerns about the company's management capabilities [2] Group 1: Financial Performance - The company's operating revenues from 2021 to 2024 were 9.268 billion yuan, 8.892 billion yuan, 7.306 billion yuan, and 10.23 billion yuan, with corresponding gross profit margins of 37.26%, 27.73%, 17.57%, and 7.34% [3] - The company's net profit excluding non-recurring items dropped from 1.951 billion yuan in 2021 to 218 million yuan in 2024, a decline of 88.82% [3] - In the first half of 2025, the company achieved operating revenue of 7.353 billion yuan, a year-on-year increase of 61.36%, but reported a net loss of 13.28 million yuan [3] Group 2: Shareholding Structure - As of mid-2025, the largest shareholder, Binhzhou Heyi Industrial Investment Partnership, held 8.4% of shares, while the second-largest shareholder, Zhang Zhongzheng, held 5.82%, and the third-largest shareholder held only 2.06% [6] - The company has been without a controlling shareholder since July 2020, following the termination of a concerted action agreement among several founding members [6] - Zhang Zhongzheng plans to reduce his stake by 0.8211% between August 29 and November 28, 2025, which would bring his holding below 5% [6] Group 3: Corporate Actions - The company is currently conducting a share buyback, having repurchased approximately 1.5 million yuan worth of shares, representing 1.78% of its total shares from September 20, 2024, to September 19, 2025 [7] - The largest shareholder has also increased their stake by 2.04%, bringing their total holding to 9.13% [7]

Core Viewpoint - Silver Nonferrous (601212) has been placed under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, while the company continues to operate normally and will cooperate with the investigation [2] Group 1: Company Overview - Silver Nonferrous specializes in the mining, smelting, processing, and trading of various non-ferrous and precious metals, with an annual production capacity of 400,000 tons of copper, 400,000 tons of lead and zinc, 50 tons of gold, and 800 tons of silver [2] - In the first half of the year, Silver Nonferrous reported revenue of 44.559 billion yuan, a year-on-year decrease of 15.28%, and a net loss attributable to shareholders of 217 million yuan, reversing from profit [2] Group 2: Market Trends - The price of epichlorohydrin has surged nearly 11% since September, reaching 13,000 yuan per ton, with an annual increase exceeding 40%, marking the highest level since August 2022 [4][7] - The increase in epichlorohydrin prices is attributed to tightening supply and strong cost support, with the overall operating rate in the industry at 50-60% [7] Group 3: Industry Demand and Growth - Epichlorohydrin is primarily used in the production of epoxy resins, which are increasingly applied in new energy and electronic materials, driving demand growth [7][8] - The market for epichlorohydrin is expected to see production, demand, and market size growth by 10.4%, 7.8%, and 16.8% respectively by 2025 [7] Group 4: Related Stocks Performance - Seven A-share companies are identified as epichlorohydrin concept stocks, with notable performances from companies like Sinochem International, Juhua Co., and Sanmei Co. [8] - In the first half of the year, these concept stocks collectively achieved a net profit attributable to shareholders of 4.958 billion yuan, an increase of over 1.3 billion yuan year-on-year, with four companies reporting net profit growth [8][9] - Juhua Co. reported a net profit of 2.051 billion yuan, a year-on-year increase of 146.97%, while Sanmei Co. achieved a net profit of 995 million yuan, growing by 159.22% [8][10]