证券日报网讯 12月18日，振华股份（603067）在互动平台回答投资者提问时表示，如需查询股东人 数，请将股东身份证明文件发送至公司邮箱603067@hszhenhua.com，并致电0714-6406329查询。 ...

盘后数据显示，12月18日龙虎榜中，共43只个股出现了机构的身影，有21只股票呈现机构净买入，22只 股票呈现机构净卖出。当天机构净买入前三的股票分别是雪人集团、通宇通讯、浙江世宝，净买入金额 分别是1.28亿元、1.28亿元、9250万元。当天机构净卖出前三的股票分别是华通线缆、振华股份、龙洲 股份，净流出金额分别是4.4亿元、1.17亿元、7616万元。（第一财经） ...

（编辑 任世碧） 证券日报网讯 12月18日，振华股份在互动平台回答投资者提问时表示，公司2024年度铬盐总产量26万 吨，金属铬等高端产品需求情况良好，公司具备三氯化铬电解液批量供货能力。公司正积极探索新能源 领域应用。 ...

格隆汇12月18日丨振华股份(603067.SH)在投资者互动平台表示，公司金属铬产品在高温合金、铜基、 铝基特种合金、高端焊接材料、溅射靶材等领域广泛应用，高温合金是燃气轮机的主要材料，单质铬的 添加量在15%~20%之间。 ...

证券之星消息，12月17日化学原料板块较上一交易日上涨1.06%，振华股份领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。化学原料板块个股涨跌见下表： 从资金流向上来看，当日化学原料板块主力资金净流出1.49亿元，游资资金净流出1.45亿元，散户资金 净流入2.94亿元。化学原料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - The company announced the termination and cancellation of the Qinghai Huaze Circular Economy Industry Investment Fund, which was established in partnership with professional investment institutions [2][4] - The fund was initially set up in February 2019, with the company's wholly-owned subsidiary, Shenzhen Jingchang Investment Development Co., Ltd., contributing 30 million RMB, representing a 50% stake [2] - In July 2021, the fund's total scale was reduced from 60 million RMB to 50 million RMB, resulting in an increase in the company's stake to 60% [3] Group 2 - The fund has completed its investment projects and the partners decided to terminate and deregister the fund, with the cancellation registration completed as per the notice from the Xining City Market Supervision Administration [4] - The liquidation and cancellation of the fund will not have a substantial impact on the company's financial status or daily operations, and it does not harm the interests of the company or its shareholders, particularly minority shareholders [5]

| 证券代码：603067 | 证券简称：振华股份 | | --- | --- | | 债券代码：113687 | 债券简称：振华转债 | | | 公告编号：2025-056 | 湖北振华化学股份有限公司 关于全资子公司与专业投资机构共同投资设立的 产业投资基金注销的公告 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个别及连带责任。 一、产业投资基金情况概述 二、基金注销情况 鉴于基金已完成项目的出资、退出，经合伙人会议决定终止并注销该基金。 近日，公司收到西宁市城中区市场监督管理局出具的《登记通知书》（宁城中） 登字【2025】第 013443 号，基金已经办理完成注销登记。 三、对公司的影响 本次基金清算及注销事项不会对公司的财务状况、日常经营业务产生实质性 影响，不存在损害公司及全体股东利益的情形，特别是中小股东利益的情形。 特此公告。 湖北振华化学股份有限公司 董事会 湖北振华化学股份有限公司（以下简称"公司"）于 2019 年 2 月 21 日召开 第三届董事会第四次（临时）会议、第三届监事会第四次会议，审议通过了《关 于全 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [11][13]. Core Viewpoints - The company is a global leader in the chromium salt industry, employing a market share-first and low-cost expansion strategy, which enhances its scale advantages. The company is set to benefit from the growing demand for chromium salts, particularly in high-growth sectors such as high-temperature alloys and metal chromium, while supply constraints are expected to tighten the market [3][11]. Company Overview - The company is engaged in the research, production, and sales of chromium compounds and by-products, utilizing advanced clean production technologies. Its main products include sodium dichromate, potassium dichromate, chromium anhydride, chromium oxide green, and others, which are widely used across various industries [6][20][24]. Demand Side - The demand for chromium salts is primarily driven by traditional sectors such as leather tanning (30.7%), surface treatment (26.5%), refractory materials and metal chromium (21.1%), and pigments (12.0%). The growth in high-temperature alloys is expected to significantly boost the demand for metal chromium and, consequently, chromium salts [7][56][66]. Supply Side - The production of chromium salts faces high environmental barriers, with a significant concentration in China, which accounts for over 40% of global production. The company holds a dominant market share of over 50% in China, benefiting from its advanced production techniques that minimize waste [8][24][27]. Market Outlook - The report anticipates a tightening supply-demand balance in the chromium salt market, driven by limited supply growth and increasing demand from high-temperature alloys and other emerging sectors. The company is expected to see a gradual increase in production capacity, particularly following the relocation of its Chongqing base [9][10][36]. Financial Performance - The company has demonstrated steady revenue and profit growth since 2020, with a projected revenue of CNY 40.7 billion in 2024, reflecting a 10% year-on-year increase. The net profit for the same year is expected to reach CNY 4.7 billion, a 27.5% increase from the previous year [36][39][46].

Core Insights - The chemical industry is entering a favorable phase driven by demand, value, and supply dynamics [5][6][7] - Global supply constraints and the exit of European capacities are expected to enhance the market environment for the chemical sector [7] Demand Drivers - Key opportunities identified in various sectors include: - Gas turbine upstream: companies like Zhenhua Co., Yingliu Co., Longda Co., and Wanze Co. [5] - Refrigerants and fluorinated liquids: companies such as Juhua Co., New Zhoubang, and Runhe Materials [5] - Energy storage supply chain: including Chuanheng Co., Xingfa Group, Yuntianhua, Batian Co., and others [5] - Semiconductor materials: companies like Yanggu Huatai, Wanrun Co., Dinglong Co., and others [5] Value Drivers - Potential for increased dividend yields in sectors such as: - Coal chemical: Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - Oil refining: Hengli Petrochemical, Satellite Chemical, and Sinopec [6] - Phosphate fertilizers: Yuntianhua, Yuntu Holdings, and others [6] Supply Drivers - Domestic anti-involution policies and the exit of European production capacities are expected to support the chemical industry: - PTA and polyester filament: companies like Xin Fengming and Tongkun Co. [7] - Tire manufacturing: including Sailun Tire, Zhongce Rubber, and others [7] Key Companies and Profit Forecasts - Selected companies with profit forecasts include: - Zhenhua Co. (Net profit forecast for 2025: 6.04 billion, PE: 21.8) [8] - Yingliu Co. (Net profit forecast for 2025: 4.08 billion, PE: 42.7) [8] - Longda Co. (Net profit forecast for 2025: 1.06 billion, PE: 34.9) [8] - Wanze Co. (Net profit forecast for 2025: 2.37 billion, PE: 32.9) [8] - Juhua Co. (Net profit forecast for 2025: 48.14 billion, PE: 24.4) [8] Industry Cycle Insights - The chemical industry is expected to enter a new cycle, with demand recovery and supply-side reforms driving growth [14][21] - The chemical price index has shown signs of recovery, indicating a potential upturn in the market [20][21]

从资金流向上来看，当日化学原料板块主力资金净流出5958.0万元，游资资金净流出1.91亿元，散户资金 净流入2.51亿元。化学原料板块个股资金流向见下表： 证券之星消息，12月5日化学原料板块较上一交易日上涨0.26%，振华股份领涨。当日上证指数报收于 3902.81，上涨0.7%。深证成指报收于13147.68，上涨1.08%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603067 | 振华股份 | 28.82 | 10.00% | 44.08万 | 12.33 亿 | | 600714 | 金瑞矿业 | 12.42 | 4.99% | 10.98万 | 1.35亿 | | 000830 | 鲁西化工 | 15.39 | 4.69% | 28.64万 | 4.35亿 | | 000510 | 新金路 | 10.41 | 3.79% | 211.98万 | 22.38亿 | | 000683 | 博源化工 | 7.35 | 3.67% | 43.09万 | ...