格隆汇1月28日丨聚合顺(605166.SH)公布，因个人资金需要，公司董事、总经理毛新华先生和董事傅永 宾先生，拟自本减持计划公告之日起15个交易日后的3个月内（根据上海证券交易所相关规定禁止减持 的期间除外），在符合上市公司董事、高管减持规定的前提下，拟通过集中竞价交易方式，减持数量分 别不超过500,000股、17,200股，分别占公司总股本的比例为0.1589%、0.0055%，减持价格将按照实际 实施时的市场价格确定。上述董事、高管每年累计减持股份均不会超过其各自持有公司股份总数的 25%。 ...

证券日报网讯1月21日，聚合顺（605166）在互动平台回答投资者提问时表示，截至2026年1月20日收 盘，公司股东人数18279户。 ...

Summary of Key Points from Conference Call Records Industry Overview - The records primarily focus on the chemical industry, specifically tracking price changes and stock performance of chemical companies as of January 20. Key Financial Metrics - The Shanghai Composite Index reported at 4113.65, with a day-on-day change of -0.01% - Basic chemicals and petrochemicals reported at 7785.68 and 4841.91, with day-on-day changes of +0.35% and +2.58% respectively [1][1][1] Price Changes in Chemicals - Top five price increases in chemicals: - R125: +3.09% - R22: +2.94% - Niacinamide: +2.94% - Acrylic Acid: +2.7% - Propyl Acetate: +2.22% [1][1][1] - Price increases in anti-involution products: - Polyester Bottle Chips: +0.75% - Caprolactam: +0.54% [1][1][1] Price Spread Changes - Top five increases in price spreads: - Lithium Iron Phosphate: +52.62% - Anhydride: +38.41% - Rigid Polyether: +37.5% - Glyphosate: +29.24% - Phenol: +17.62% [1][1][1] Stock Performance of Chemical Companies - Top five stock price increases: - Jiangtian Chemical: +19.99% - Yida Co.: +11.96% - Runfeng Co.: +10.72% - Qicai Chemical: +10.71% - Hongmian Co.: +10.13% [1][1][1] Earnings Forecasts - **Oriental Tower**: Expected net profit for 2025 is between 1.08-1.27 billion, a year-on-year increase of 91.4%-125.07% [2][2][2] - **Batian Co.**: Expected net profit for 2025 is between 890-980 million, a year-on-year increase of 117.53%-139.53% [2][2][2] - **Kaisheng New Materials**: Expected net profit for 2025 is between 110-140 million, a year-on-year increase of 96.47%-150.06% [2][2][2] - **Qiaoyuan Co.**: Expected net profit for 2025 is between 226-256 million, a year-on-year increase of 51.51%-71.62% [2][2][2] - **Zhongshi Technology**: Expected net profit for 2025 is between 330-370 million, a year-on-year increase of 63.86%-83.73% [2][2][2] - **Changhua Chemical**: Expected net profit for 2025 is between 89-109 million, a year-on-year increase of 53.75%-87.91% [2][2][2] - **Xinjiang Tianye**: Expected net profit for 2025 is around -50 million, indicating a loss [2][2][2] - **Juheshun**: Expected net profit for 2025 is between 130-160 million, a year-on-year decrease of 47%-57% [2][2][2] Other Notable Announcements - **Huarun Materials**: Expected net loss for 2025 is between 85-115 million, a year-on-year reduction of 85.08%-79.81% [3][3][3] - **Huajin Co.**: Expected net loss for 2025 is between 1.6-1.9 billion, a year-on-year increase of 42.75%-32.02% [3][3][3] - **Xinghua Co.**: Expected net loss for 2025 is between 420-560 million [3][3][3] - **Baomo Co.**: Change in actual controller due to share transfer agreement [3][3][3] - **Nanjing Julong**: Plans to invest 30 million to establish a wholly-owned subsidiary for a 60,000-ton modified plastic production line [3][3][3] - **Jiangtian Chemical**: Plans to invest 49.8 million to establish a 60,000-ton acrylic acid project with a one-year construction period [3][3][3] Conclusion - The chemical industry shows a mix of positive earnings forecasts and significant stock price movements, alongside some companies projecting losses. The data indicates potential investment opportunities in companies with strong growth forecasts while highlighting risks in those expecting losses.

证券代码：605166 证券简称：聚合顺 公告编号：2026-004 转债代码：111003 转债简称：聚合转债 转 债代码：111020 转债简称：合顺转债 聚合顺新材料股份有限公司2025年年度业绩预减公告 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： ●业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比下降50%以上。 ●聚合顺新材料股份有限公司（以下简称"公司"）预计2025年年度实现归属于母公司所有者的净利润 13,000万元到16,000万元，与上年同期相比，预计将下降14,030万元到17,030万元，同比下降47%到 57%。 ●预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润12,000万元到15,000万元，与 上年同期相比，预计将下降14,112万元到17,112万元，同比下降48%到59%。 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 3.本次业绩预告是财务部门初步测算的结果，未经审计机构审计。 二 ...

证券日报网讯 1月20日，聚合顺发布2025年年度业绩预减公告称，公司预计2025年年度实现归属于母公 司所有者的净利润13，000万元至16，000万元，与上年同期相比，预计将下降14，030万元至17，030万 元，同比下降47%至57%。 （文章来源：证券日报） ...

本期较上年同期相比，尼龙切片行业受产业链产能相对集中释放，行业一定程度出现了价格竞争激烈的 情况;受国际贸易摩擦持续影响，部分下游客户，尤其是面向高端市场的企业，其出口及生产节奏有明 显放缓，对高品质原材料PA6的需求出现阶段性下降。公司对应的高附加值PA6(尼龙切片)销售受到直 接冲击，主营业务利润同比出现较为明显的下滑。 聚合顺（605166）(605166.SH)发布2025年年度业绩预减公告，预计2025年年度实现归属于母公司所有 者的净利润1.3亿元至1.6亿元，同比下降47%到57%。 ...

Core Viewpoint - The company, 聚合顺 (605166.SH), has announced a significant decrease in its expected net profit for the year 2025, projecting a decline of 47% to 57% compared to the previous year [1]. Company Summary - The expected net profit for 2025 is estimated to be between 130 million to 160 million yuan [1]. - The company's main business, which involves high-value PA6 (nylon chips), has been directly impacted by a notable decline in sales due to intensified price competition within the nylon chip industry [1]. - The profit from the main business has shown a significant year-on-year decrease, attributed to the adverse effects of international trade frictions and a slowdown in production and export activities among downstream clients, particularly those targeting high-end markets [1]. Industry Summary - The nylon chip industry is experiencing a concentrated release of production capacity, leading to increased price competition [1]. - There has been a temporary decline in demand for high-quality raw materials PA6, influenced by the ongoing international trade tensions [1].

转债代码：111003 转债简称：聚合转债 转债代码：111020 转债简称：合顺转债 证券代码：605166 证券简称：聚合顺 公告编号：2026-004 聚合顺新材料股份有限公司 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： ●业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比下降 50%以 上。 ●聚合顺新材料股份有限公司（以下简称"公司"）预计 2025 年年度实现归 属于母公司所有者的净利润 13,000 万元到 16,000 万元，与上年同期相比，预计将 下降 14,030 万元到 17,030 万元，同比下降 47%到 57%。 | 证券代码:605166 | | --- | | 转债代码:111003 | | 转债代码: 111020 | 2025 年年度业绩预减公告 2.经财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的扣除非 经常性损益的净利润 12,000 万元到 15,000 万元，与上年同期相比，预计将下降 14,112 万元到 17,112 万元，同比下降 4 ...

格隆汇1月20日丨聚合顺(605166.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润13,000万元到16,000万元，同比下降47%到57%。经财务部门初步测算，预计2025年年度 实现归属于母公司所有者的扣除非经常性损益的净利润12,000万元到15,000万元，同比下降48%到 59%。 本期较上年同期相比，尼龙切片行业受产业链产能相对集中释放，行业一定程度出现了价格竞争激烈的 情况；受国际贸易摩擦持续影响，部分下游客户，尤其是面向高端市场的企业，其出口及生产节奏有明 显放缓，对高品质原材料PA6的需求出现阶段性下降。公司对应的高附加值PA6（尼龙切片）销售受到 直接冲击，主营业务利润同比出现较为明显的下滑。 ...

Core Viewpoint - The company expects a significant decline in net profit for 2025, projecting a range of 130 million to 160 million yuan, which represents a year-on-year decrease of 47% to 57% [1] Industry Summary - The nylon chip industry is experiencing intensified price competition due to a relatively concentrated release of production capacity within the supply chain [1] - Ongoing international trade frictions have led to a noticeable slowdown in the export and production pace of certain downstream customers, particularly those targeting high-end markets [1] - There has been a temporary decline in demand for high-quality raw materials PA6, directly impacting the sales of the company's high-value-added PA6 (nylon chips) [1] - The main business profit has shown a significant year-on-year decline due to these market conditions [1]