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） ...

Financial Performance - The company's net profit attributable to shareholders decreased year-on-year due to a decline in product prices, which fell more than the decrease in raw material costs [2] - Accounts receivable increased by 154.47% compared to the beginning of the year, but the balance at the end of the reporting period accounted for only 0.53% of operating income, indicating effective risk management [2] Market Expansion - The company is actively expanding its overseas market presence, with export products like formic acid and dichloromethane ranking among the top in national export volumes [3] - The company plans to strengthen its foreign trade team and explore various channels for further market expansion [3] Research and Development - R&D expenses decreased by 18.93% year-on-year, attributed to different project phases and variations in research content [3] - The company remains committed to enhancing R&D investment despite the temporary reduction in expenses [3] Product Performance - Key products contributing to revenue in the first three quarters of 2025 include polyols, polycarbonate, nylon 6, and formic acid [3] - The production capacity for caprolactam was normal in Q3, with limited external sales based on market conditions [3] Financial Health - The company maintains a strong cash flow, adhering to a "payment before delivery" sales strategy, and has a solid asset-liability ratio [3] - The company's credit rating is AAA, reflecting its strong capital-raising capabilities [3] Value Management - The company emphasizes value management through active communication with shareholders via investor hotlines and performance briefings [3] - The focus is on long-term sustainable development and positive shareholder returns [3] Supply Chain Strategy - The company is deepening its "localization of supply chain" strategy to build a secure and reliable domestic supply chain [4] - The impact of international trade uncertainties, such as tariff changes, is minimized due to the relatively low proportion of import-export business in the overall operations [4]

Core Points - The Ministry of Commerce announced the initiation of a final review investigation on anti-dumping measures against imported n-propanol from the United States, effective from November 18, 2025, following a request from domestic producers [2][3]. Group 1: Anti-Dumping Measures - The anti-dumping tax rates for n-propanol imported from the U.S. are set at 254.4% for The Dow Chemical Company and 267.4% for OQ Chemicals Corporation and other U.S. companies [3]. - The review period for the dumping investigation is from July 1, 2024, to June 30, 2025, while the injury investigation period spans from January 1, 2021, to June 30, 2025 [3]. Group 2: Product Scope and Characteristics - The product under review is n-propanol, also known as 1-propanol, with the molecular formula C3H8O [4]. - N-propanol is a colorless liquid with a characteristic alcohol odor, a molecular weight of 60.10, a melting point of -127°C, and a boiling point of 96.5-98°C [5]. Group 3: Applications and Importance - N-propanol is widely used in food packaging production, as a solvent in printing inks, and as a key component in lithium battery electrolytes for electric vehicles [5]. - It serves as a precursor in the production of antibiotics and is utilized in various industries, including coatings, adhesives, cosmetics, and pharmaceuticals [5].

Investment Rating - The investment rating for the organic silicon industry is "Outperform the Market" (maintained) [1][5] Core Viewpoints - The domestic demand for organic silicon continues to grow significantly, while overseas exports have slowed down due to a high base from the previous year. In the first three quarters of 2025, the domestic consumption of organic silicon intermediates reached 1.5128 million tons, a year-on-year increase of 19.66% [3][6] - The peak of capacity expansion has passed, leading to an improved supply structure. The production capacity of organic silicon intermediates in China increased from 1.675 million tons per year in 2020 to 3.44 million tons per year in 2024, with a compound annual growth rate of 19.71% [3][8] - Product prices are at historically low levels and are expected to rise due to coordinated production cuts. As of November 13, 2025, the average price of DMC was 12,500 yuan per ton, up 1,000 yuan from the previous working day [4][13] Summary by Sections Demand Side - Domestic demand for organic silicon intermediates has been consistently high, with a projected apparent consumption of 1.8164 million tons in 2024, reflecting a year-on-year growth of 20.9%. The export volume for organic silicon intermediates in 2024 is expected to recover to 545,700 tons, with a year-on-year growth rate of 34.21% [3][6] Supply Side - The supply side is showing signs of improvement as the peak of capacity expansion has passed. The industry capacity concentration is high, with major players holding significant market shares. As of January 2025, the industry operating rate was 80.69%, which later stabilized around 70% [3][8][9] Price and Profit - The organic silicon industry has faced a significant deterioration in supply-demand dynamics, leading to negative profits. However, with the planned 30% production cut by manufacturers, there is potential for price recovery and positive profit margins in the future [4][13] Investment Recommendations - The report recommends investing in companies such as Xingfa Group, Dongyue Group, and Luxi Chemical, highlighting their competitive advantages and ongoing projects that are expected to enhance their market positions [15][18]

证券代码：000830 证券简称：鲁西化工 公告编号：2025-068 鲁西化工集团股份有限公司 关于完成工商变更登记 并换发营业执照的公告 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。 鲁西化工集团股份有限公司（以下简称"公司"）2025年7月3日召开第九届董事会第十次会议审议通过了 《关于修订〈公司章程〉部分条款的议案》，已经2025年7月21日召开的2025年第四次临时股东大会审 议通过。2025年9月28日召开的第九届董事会第十二次会议审议通过了《关于取消监事会并修订〈公司 章程〉的议案》，已经2025年10月20日召开的2025年第五次临时股东大会审议通过。具体内容详见公司 在《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮资讯网 （www.cninfo.com.cn）上 披露的相关公告。 公司2025年11月13日完成了相关事项的工商变更登记及备案手续，取得了聊城市市场监督管理局换发的 《营业执照》，相关变更信息如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 6、注册资本：壹拾玖亿零肆佰叁拾壹万玖仟零壹拾壹元整 7、成立日期： ...

证券日报网讯 11月13日晚间，鲁西化工发布公告称，公司2025年7月3日召开第九届董事会第十次会议 审议通过了《关于修订部分条款的议案》，已经2025年7月21日召开的2025年第四次临时股东大会审议 通过。2025年9月28日召开的第九届董事会第十二次会议审议通过了《关于取消监事会并修订的议 案》，已经2025年10月20日召开的2025年第五次临时股东大会审议通过。公司2025年11月13日完成了相 关事项的工商变更登记及备案手续，取得了聊城市市场监督管理局换发的《营业执照》。 （文章来源：证券日报） ...

Core Viewpoint - The chemical sector is experiencing a significant rally, driven by strong inflows into chemical ETFs and key sub-sectors like lithium batteries, photovoltaics, and fluorine chemicals, with the chemical ETF (516020) reaching a new high since March 2023 [1][5]. Group 1: Market Performance - The chemical ETF (516020) saw an intraday price increase of up to 4.32%, closing with a 3.95% gain, marking a new high since March 2023 [1]. - Major stocks in the sector, including Multi-Fluorine, Tianci Materials, and Enjie, hit the daily limit up, while Xinzhou Bang surged by 17.49% [1]. - The basic chemical sector recorded a net inflow of 25.691 billion yuan on a single day, with a total of 64.094 billion yuan over the past five days, leading among 30 sectors [3]. Group 2: Investment Trends - The chemical ETF (516020) has attracted significant capital, with four out of the last five trading days seeing net inflows, totaling 2.12 million yuan over the last four days [3]. - The lithium battery supply chain is experiencing price increases for electrolyte materials due to tight supply-demand dynamics, with significant price fluctuations noted [3]. - The National Energy Administration's new guidelines aim to promote the integration of new energy and emerging industries, potentially boosting demand in the lithium battery sector [3][4]. Group 3: Valuation and Future Outlook - The chemical ETF (516020) is currently at a relatively low price-to-book ratio of 2.4, indicating attractive long-term investment opportunities [5]. - Analysts predict that the basic chemical sector may see a turning point in 2026, driven by improved domestic demand and the clearing of outdated production capacity [6]. - The chemical ETF (516020) tracks a diversified index covering various themes, including robotics and new energy, with nearly 50% of its holdings in large-cap leading stocks [6].

格隆汇11月13日丨鲁西化工(000830.SZ)公布,公司2025年11月13日完成了相关事项的工商变更登记及备 案手续，取得了聊城市市场监督管理局换发的《营业执照》，相关变更信息如下： 原登记内容：注册资本19.10亿元，变更后登记内容：注册资本19.04亿元。 ...

格隆汇11月13日丨鲁西化工(000830.SZ)公布,公司2025年11月13日完成了相关事项的工商变更登记及备 案手续，取得了聊城市市场监督管理局换发的《营业执照》，相关变更信息如下： 原登记内容：注册资本19.10亿元，变更后登记内容：注册资本19.04亿元。 ...