截至9月30日，鲁西化工股东户数6.75万，较上期减少33.15%；人均流通股28212股，较上期增加 49.59%。2025年1月-9月，鲁西化工实现营业收入219.18亿元，同比增长1.57%；归母净利润10.23亿元， 同比减少35.03%。 分红方面，鲁西化工A股上市后累计派现98.85亿元。近三年，累计派现21.67亿元。 鲁西化工今年以来股价涨30.42%，近5个交易日跌9.32%，近20日涨14.39%，近60日涨13.94%。 资料显示，鲁西化工集团股份有限公司位于山东聊城高新技术产业开发区化工新材料产业园，成立日期 1998年6月11日，上市日期1998年8月7日，公司主营业务涉及化工新材料、基础化工及其他业务。主营 业务收入构成为：化工新材料产品66.07%，基础化工产品20.11%，化肥产品12.06%，其他产品1.76%。 鲁西化工所属申万行业为：基础化工-化学原料-煤化工。所属概念板块包括：有机硅、氟化工、盐化 工、中化集团、化肥等。 11月21日，鲁西化工盘中下跌2.05%，截至09:35，报14.79元/股，成交4681.96万元，换手率0.17%，总 市值281.65亿元。 资 ...

贵公司和旗下子公司或者关联企业有生产VC（碳酸亚乙烯酯）吗？ 鲁西化工 [000830] ：公司主要产品有多元醇、己内酰胺、尼龙6、有机硅、甲酸、甲烷氯化物、甲胺、DMF、聚碳酸酯等，未涉及VC（碳酸亚乙烯 酯）。 近期有机硅概念纷纷走强，多只个股表现强于大市。据了解，其核心原因是鲁西化工等行业龙头联合减产30%，现货价格几天内跳涨约2000元/吨，市场 预期有机硅产品销售价格明年有望逐步走出底部区间，强烈的涨价信号直接点燃市场情绪。 此外，政策层面持续释放"反内卷"、去产能暖风，部委将召开行业座谈会，市场预期类似"供给侧改革"的限产、环保、补贴措施有望落地；而在需求端， 光伏、新能源、医疗等多条赛道维持高增，叠加"十五五"把有机硅列为重点新材料，板块估值被进一步看好。 A股市场上，有机硅相关上市公司近期被多方关注，全景为您精选来自上市公司最真实的声音。（以下内容均摘自深交所互动易、上证e互动、上市公司 公告等） 公司的产品在航天和军工方面的应用如何？ 硅宝科技 [300019] ：有机硅材料具有卓越的耐高低温性能、耐老化性能等优异性能，广泛应用于航空航天、军工等多个领域。目前，公司航天及军工产 品实现少量销 ...

Group 1 - The A-share market is experiencing a continuous decline in the organic silicon concept stocks [1] - Dongyue Silicon Materials has dropped over 8% [1] - Huasheng Lithium Battery has decreased by more than 7% [1] Group 2 - Silica Treasure Technology, Jinhua New Materials, and Sanyou Chemical have all fallen by over 5% [1] - Luxi Chemical, Xin'an Chemical, and Jinyinhai have seen declines of more than 4% [1]

Core Viewpoint - The company, Lu Xi Chemical (000830.SZ), clarified that its main products do not include lithium iron phosphate, focusing instead on a diverse range of chemical products [1] Product Overview - The company's primary products include: - Polyols - Caprolactam - Nylon 6 - Organosilicon - Formic acid - Methyl chloride - Methylamine - DMF (Dimethylformamide) - Polycarbonate [1]

Core Viewpoint - The company primarily produces a range of chemical products including polyols, caprolactam, nylon 6, organosilicon, formic acid, methylene chloride, methylamine, DMF, and polycarbonate, but does not engage in the production of VC (vinyl carbonate) [1] Product Overview - The main products of the company include: - Polyols - Caprolactam - Nylon 6 - Organosilicon - Formic acid - Methylene chloride - Methylamine - DMF - Polycarbonate - The company explicitly states that it does not involve VC (vinyl carbonate) in its product offerings [1]

Core Viewpoint - The company, Lu Xi Chemical (000830.SZ), confirmed that it does not produce Vinyl Carbonate (VC) and focuses on other chemical products [1] Product Offering - The main products of the company include polyols, caprolactam, nylon 6, organosilicon, formic acid, methylene chloride, methylamine, DMF, and polycarbonate [1]

Group 1: Oil and Gas - The oil supply-demand situation is under short-term pressure due to OPEC+ production increases, but medium to long-term oil prices are expected to have bottom support, with Brent crude oil price forecasts for 2025 and 2026 at $68 and $62 per barrel respectively [2][46] - The demand for natural gas in China is expected to continue growing, supported by low import costs, which will enhance profitability in the domestic industry chain [49] Group 2: Bulk Chemicals - A turning point in capital expenditure growth in the chemical raw materials and products industry has been observed since the second half of 2025, with expectations for a new round of recovery in 2026 driven by domestic demand improvements and export support [3][54] - The supply-demand situation for bulk chemical products is expected to improve, with policies supporting supply optimization and demand recovery anticipated to lead to a new round of prosperity [9][54] Group 3: Chemical Products and Fine Chemicals - The recovery in demand for chemical products and fine chemicals is expected to continue, driven by growth in sectors such as automotive, home appliances, military, and electronics, alongside cost improvements in raw materials [4][54] - The chemical industry is likely to see ongoing development in new materials and technologies, with a focus on high-end supply enhancement as emphasized in national policies [4][24] Group 4: Recommended Companies - The report recommends several companies for investment, including China Petroleum (A/H), China National Offshore Oil Corporation (A/H), and various chemical companies such as LUXI Chemical, Hualu Hengsheng, and Wanhua Chemical, indicating their potential for value reassessment and growth [7][23][24]

Core Viewpoint - The company held a performance briefing for Q3 2025, addressing investor concerns regarding financial performance and business development through an interactive online format [1][2]. Financial Performance - The company's net profit for the first three quarters of 2025 decreased year-on-year, despite an increase in production and sales volume, due to a decline in chemical product prices that outpaced the decrease in raw material costs [3]. - R&D expenses fell by 18.93% year-on-year, attributed to differences in project timelines and content, but the company emphasized its commitment to increasing R&D investment [4]. Accounts Receivable - Accounts receivable surged by 154.47% compared to the beginning of the year, raising concerns about bad debt risk; however, the company stated that the accounts receivable balance accounted for only 0.53% of revenue, indicating a low overall risk [3]. Export Business - The company has established a global export presence, with products like formic acid and dichloromethane ranking among the top in national export volumes; plans to strengthen the foreign trade team and expand overseas markets were discussed [3]. Cash Flow and Market Management - The company maintains a solid cash flow and a good asset-liability ratio, with an AAA credit rating, ensuring sufficient funds for operational needs; it follows a prudent sales strategy of cash before delivery [4]. - The company is focused on long-term stable development and actively engages with shareholders through various channels, including investor hotlines and performance briefings [4]. Supply Chain Concerns - The company noted that the impact of recent international trade tariff uncertainties on its supply chain is minimal, as the proportion of import-export business is relatively low, and efforts are being made to build a secure domestic supply chain [4].

南财智讯11月17日电，鲁西化工在投资者关系活动中表示，2025年1-3季度公司产销量同比增长，但受 市场供求关系影响，部分化工产品售价同比下降，且售价降幅大于原料采购价格降幅，导致归母净利润 同比下滑。 ...

每经AI快讯，鲁西化工（SZ 000830，收盘价：16.14元）发布公告称，2025年11月17日，鲁西化工接受 线上参与公司2025年第三季度业绩说明会的全体投资者调研，公司董事长陈碧锋等人回答了投资者提出 的问题。 2025年1至6月份，鲁西化工的营业收入构成为：化工行业占比66.07%，基础化工行业占比20.11%，化 肥行业占比12.06%，其他行业占比1.76%。 截至发稿，鲁西化工市值为307亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 （记者 王晓波） ...