Market Performance - On November 13, the Shandong state-owned enterprise reform sector rose by 1.17%, with Furi Shares leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Gainers in Shandong State-Owned Enterprises - Key stocks in the Shandong state-owned enterprise reform sector included: - Qirui Shares (002083) closed at 10.51, up 10.05% with a trading volume of 182,000 shares and a turnover of 191 million yuan [1] - Shida Shenghua (603026) closed at 91.38, up 10.00% with a trading volume of 72,400 shares and a turnover of 655 million yuan [1] - Jiga Development (600807) closed at 3.88, up 9.92% with a trading volume of 561,900 shares and a turnover of 216 million yuan [1] Market Capital Flow - The Shandong state-owned enterprise reform sector experienced a net outflow of 132 million yuan from institutional investors, while retail investors saw a net inflow of 138 million yuan [2] - The top stocks by net inflow from retail investors included: - Qirui Shares (002083) with a net inflow of 64.38 million yuan, accounting for 33.65% of its trading volume [3] - ST Chenming (000488) with a net inflow of 38.29 million yuan, accounting for 29.70% of its trading volume [3] Notable Decliners - Some stocks in the sector faced declines, including: - Shandong High-speed (600350) closed at 9.37, down 1.99% with a trading volume of 97,100 shares and a turnover of 9.13 million yuan [2] - Shandong High-tech (000803) closed at 8.50, down 2.52% with a trading volume of 1,180,500 shares and a turnover of 1.06 billion yuan [2]

山东海化所属申万行业为：基础化工-化学原料-纯碱。所属概念板块包括：低价、小盘、污水处理、电 解液、钒电池等。 截至9月30日，山东海化股东户数5.85万，较上期减少13.03%；人均流通股15301股，较上期增加 14.98%。2025年1月-9月，山东海化实现营业收入35.63亿元，同比减少26.05%；归母净利润-3.96亿元， 同比减少330.61%。 分红方面，山东海化A股上市后累计派现13.64亿元。近三年，累计派现1.79亿元。 机构持仓方面，截止2025年9月30日，山东海化十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股219.89万股，相比上期减少66.88万股。 责任编辑：小浪快报 11月13日，山东海化盘中上涨2.03%，截至13:07，报6.03元/股，成交9171.66万元，换手率1.71%，总市 值53.97亿元。 资金流向方面，主力资金净流入660.70万元，特大单买入983.38万元，占比10.72%，卖出147.90万元， 占比1.61%；大单买入1674.57万元，占比18.26%，卖出1849.36万元，占比20.16%。 山东海化今年以来股价涨6.16% ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 3997.56 points, down 0.25%, while the total trading volume reached 20202.05 billion yuan, indicating a mixed performance among stocks breaking through the annual line [1] Group 1: Stock Performance - A total of 52 A-shares have surpassed the annual line today, with notable stocks including Luzhou Laojiao, Qiaoyuan Co., and Jiachuan Vision, which have deviation rates of 6.56%, 5.10%, and 4.86% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Lubnorth Chemical, Phoenix Optical, and Wuzhou Special Paper [1] Group 2: Individual Stock Data - Luzhou Laojiao (000912) saw a price increase of 9.93% with a turnover rate of 2.87%, closing at 4.87 yuan, resulting in a deviation rate of 6.56% [1] - Qiaoyuan Co. (301286) increased by 14.19% with a turnover rate of 9.67%, closing at 30.66 yuan, with a deviation rate of 5.10% [1] - Jiachuan Vision (300264) rose by 5.38% with a turnover rate of 10.65%, closing at 6.27 yuan, leading to a deviation rate of 4.86% [1]

Core Insights - The company achieved a record production of 234,000 tons of caustic soda in the first three quarters of the year, with a profit increase of 38.55 million yuan year-on-year [1] - The company is focusing on digitalization and intelligent management to enhance operational efficiency and profitability, moving from monthly to daily profit calculations [1][3] Production and Sales Coordination - The company developed an automatic profit calculation system to optimize product structure and sales strategies based on real-time data analysis [2] - The marketing department emphasizes efficiency and responsiveness to market fluctuations, particularly in the volatile pricing of caustic soda and liquid chlorine [2] Safety and Risk Management - The company invested 19.79 million yuan in transforming its caustic soda and hydrogen peroxide systems to achieve "zero manual" operations, enhancing safety through real-time monitoring [3][4] - A comprehensive safety information system has been established, integrating risk monitoring and management mechanisms to improve overall safety performance [3][4] Lean Management and Operational Excellence - Lean management is viewed as a cultural approach to continuous improvement and waste elimination, with a focus on optimizing processes [4] - The company has achieved significant energy savings and operational efficiency, with a reported annual reduction of 4.5 million kilowatt-hours and a total benefit of nearly 10 million yuan [4] Integration of Party Building and Production - The company has integrated fine management as a core production strategy, achieving significant operational improvements [5] - Initiatives such as the "Risk Prevention Party Member Post" have been implemented to enhance safety and risk management through active participation of party members [5][6]

证券日报网讯 11月6日晚间，山东海化发布公告称，为满足小苏打厂20万吨/年小苏打项目的资金需求， 公司决定以该项目部分在建工程及设备抵押向光大银行申请8，300万元的项目贷款，贷款期限8年，年 利率不高于3%，最终贷款金额、期限、利率等，以签订的贷款合同为准。 （文章来源：证券日报） ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 证券代码：000822 证券简称：山东海化 公告编号：2025-045 山东海化股份有限公司 关于向银行申请项目贷款的公告 本次以自有资产抵押向银行申请项目贷款是为了满足公司在建项目 的资金需求，有利于保障项目有序实施。本次资产抵押的财务风险处于公 司可控范围内，不会对正常经营活动造成不利影响，不存在损害股东尤其 是中小股东利益的情形。 1 四、备查文件 2025 年 11 月 6 日，山东海化股份有限公司（以下简称"公司"）第 九届董事会 2025 年第三次临时会议审议通过了《关于向银行申请项目贷 款的议案》。现将相关事项公告如下： 一、项目贷款的基本情况 为满足小苏打厂 20 万吨/年小苏打项目的资金需求，公司决定以该项 目部分在建工程及设备抵押向光大银行申请 8,300 万元的项目贷款，贷款 期限 8 年，年利率不高于 3%，最终贷款金额、期限、利率等，以签订的 贷款合同为准。 根据相关规定，上述事项不属于关联交易，不构成《上市公司重大资 产重组管理办法》规定的重大资产重组情形，无需提交股东会审议。 二、拟 ...

证券代码：000822 证券简称：山东海化 公告编号：2025-044 二、会议审议情况 会议审议通过了《关于向银行申请项目贷款的议案》。 同意公司以小苏打厂 20 万吨/年小苏打项目部分在建工程及设备抵 押向光大银行申请 8,300 万元的项目贷款。 详 见 同 日 刊 登 在 中 国 证 券 报 、 证 券 时 报 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）上的《山东海化股份有限公司关于向银行 申请项目贷款的公告》（公告编号：2025-045）。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 三、备查文件 山东海化股份有限公司 第九届董事会 2025 年第三次临时会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、会议召开情况 山东海化股份有限公司(以下简称"公司")第九届董事会 2025 年第 三次临时会议通知于 2025 年 11 月 3 日以书面及电子方式下发给各位董事。 11 月 6 日，会议在 908 会议室以现场结合通讯表决方式召开，由孙令波 董事长主持，应出席会议董事 9 人，实际出席 ...

Core Insights - The 2025 Industrial Software Innovation Development Conference was held in Zhuzhou, Hunan, focusing on the role of industrial software in digital transformation and enhancing supply chain security [1][2] - Industrial software is considered the "soul" of digital transformation in manufacturing, with 2025 marking a critical year for transitioning from "quantitative accumulation" to "qualitative leap" [1] - The integration of new information technologies such as industrial AI, industrial internet, and industrial metaverse is essential for optimizing industrial production and achieving customization [2] Group 1 - Zhang Li, President of the China Electronic Information Industry Development Research Institute, emphasized the importance of industrial software in the digital transformation of manufacturing [1] - Shen Changxiang, an academician of the Chinese Academy of Engineering, highlighted the challenges faced by AI and industrial robots in risk resistance, proposing a dual-architecture for a secure and trustworthy computing system [1] - The proposed security architecture aims for dynamic parallel protection without relying on traditional methods, ensuring unalterable audit records [1] Group 2 - Academician Chai Tianyou pointed out that traditional industrial software relies heavily on human experience, which limits overall optimization and efficiency in industrial production [2] - He proposed three principles for the development of industrial intelligence: problem-driven focus, system engineering approach, and mechanism innovation for long-term collaboration between research and application [2] - Wei Daisen, Vice President of Inspur Group, discussed the evolution of industrial software into a three-layer architecture, showcasing the successful implementation of a smart control model at Shandong Haohua Group, resulting in significant operational improvements [2] Group 3 - Huawei Technologies Co., Ltd. and Hunan University of Technology established a partnership to promote the integration of AI, HarmonyOS, industrial software, and smart campus development [3]

Group 1 - The chemical raw materials sector increased by 1.08% on October 29, with Zhenhua Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] - Zhenhua Co., Ltd. saw a significant rise of 9.99% in its closing price, reaching 21.80, with a trading volume of 407,200 shares and a transaction value of 866 million yuan [1] Group 2 - The chemical raw materials sector experienced a net outflow of 272 million yuan from institutional funds, while retail investors saw a net inflow of 320 million yuan [2] - The top gainers in the sector included Sanyou Chemical, which rose by 4.83% to 5.64, and Boyuan Chemical, which increased by 4.46% to 6.79 [1][2] - The overall trading activity in the sector indicated a mixed sentiment, with some stocks experiencing significant declines, such as Shilong Industrial, which fell by 10% to 13.95 [2]

Core Insights - The company reported a revenue of 1,425,298,037.71 yuan for the third quarter of 2025, reflecting a year-on-year growth of 5.94% [2] - The net profit attributable to shareholders of the listed company was -138,259,120.48 yuan for the same period [2] Financial Performance - Revenue for Q3 2025: 1,425.30 million yuan, up 5.94% year-on-year [2] - Net profit for Q3 2025: -138.26 million yuan [2]