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：001217 证券简称：华尔泰 公告编号：2025-024 安徽华尔泰化工股份有限公司 关于年产 2 万吨苯二胺项目投产的公告 近日，安徽华尔泰化工股份有限公司（以下简称"公司"）"年产 2 万吨苯 二胺项目"经过工艺调试、参数优化、配套设备和附属工程建设完善，具备全流 程贯通满负荷投产条件，产品纯度和质量均已达到标准。现将相关情况公告如下： 一、项目基本情况 为进一步延伸产业链条，丰富产品种类，全面提升综合竞争力，公司投资建 设了"年产 2 万吨苯二胺项目"。该项目采用了国际先进的微通道连续流硝化 反应工艺技术及设备，相较于传统工艺设备，其具有反应效率高，反应时间短， 能够在很大程度上降低反应过程中的安全风险，符合最新的国家安全政策要求， 具有本质安全的特性，为项目的稳定运行提供了坚实的技术保障。 项目的主要原料包括公司自产的硝酸、硫酸、蒸汽以及外购的苯等，主要产 品为苯二胺系列产品（其中：间苯二胺 17000 吨、邻苯二胺 2500 吨、对苯二胺 500 吨）。苯二胺系列产品具有用途广泛的新材料产业 ...

Core Viewpoint - The company has successfully completed the commissioning and optimization of its "annual production of 20,000 tons of benzene diamine project," which is now ready for full-scale production with product purity and quality meeting standards [1] Group 1 - The project has undergone process debugging and parameter optimization [1] - Supporting equipment and auxiliary engineering construction have been completed [1] - The project is now capable of full-process, full-load production [1]

Financial Performance - The company expects a net profit for the first three quarters of 2025 to be positive but in a declining trend, with a projected range of 21,000 to 23,000 thousand yuan, representing a year-on-year decrease of 73.84%[2][3]. - Estimated operating revenue for the first three quarters of 2025 is projected to be between 150,000 and 155,000 thousand yuan, an increase of 24.26% to 28.40% compared to the same period last year (120,715.11 thousand yuan)[5]. - For Q3 2025, the expected operating revenue is between 49,606.72 and 54,606.72 thousand yuan, reflecting a year-on-year growth of 29.83% to 42.92% from 38,208.18 thousand yuan[5]. - The net profit attributable to shareholders for Q3 2025 is projected to be between -8,322.9 and -6,322.9 thousand yuan, a decline of 190.65% compared to the previous year's profit of 918.13 thousand yuan[5][6]. - The projected net profit after deducting non-recurring gains and losses for Q3 2025 is expected to be between -8,994.3 and -6,994.3 thousand yuan, a decrease of 224.05% to 196.47% from the previous year's profit of 725.04 thousand yuan[6]. Operational Strategies - The company has implemented a "synthetic ammonia gas energy-saving and environmental upgrade project," which has led to increased depreciation expenses affecting profits due to accelerated depreciation methods[7]. - The company is focusing on cost control, optimizing production processes, and improving operational efficiency to address market changes and enhance business performance[7].

Group 1 - The core viewpoint of the news is that Huatai's stock has experienced a decline in price and trading activity, with significant net outflows of capital and a notable drop in year-to-date performance [1][2] - As of September 25, Huatai's stock price was 11.56 CNY per share, with a total market capitalization of 3.836 billion CNY [1] - Year-to-date, Huatai's stock has decreased by 17.61%, with a slight decline of 1.45% over the last five trading days [1] Group 2 - Huatai's main business revenue composition includes bulk chemicals (73.85%), other products (11.04%), chemical intermediates (10.43%), and amino resin series (4.68%) [1] - The company operates in the basic chemical industry, specifically in chemical raw materials, and is involved in sectors such as fertilizers and lithium batteries [2] - For the first half of 2025, Huatai reported a revenue of 1.004 billion CNY, representing a year-on-year growth of 21.68%, while the net profit attributable to shareholders decreased by 58.75% to 29.3229 million CNY [2] Group 3 - Since its A-share listing, Huatai has distributed a total of 199 million CNY in dividends, with 99.561 million CNY distributed over the past three years [3]

Group 1: General Information - The research object is Huatai, belonging to the chemical raw materials industry, and the reception time was on September 15, 2025. The company's reception staff included Chairman Wu Wei, Board Secretary Wang Yin, and Financial Controller Fu Jinpeng [17] Group 2: Research Institutions - The research institutions included investors' online questions and others [20] Group 3: Main Content - The company's synthetic ammonia gas - making energy - saving and environmental protection upgrading project was successfully accepted and put into production in the first half of 2025, and the production and sales of sulfuric acid series products are normal [24] - For the number of current shareholders, investors are advised to check the company's quarterly, semi - annual, and annual reports, or they can go to the company with valid identity certificates and shareholding certificates to inquire [24] - The company has no mid - term dividend plan, and the profit situation for the first three quarters will be announced in subsequent company announcements [25]

Group 1 - The company held an online performance briefing on September 15, where key personnel including the chairman and financial director participated to address investor inquiries [1] - Investors focused on the progress of technological transformation projects, shareholder numbers, and dividend plans during the Q&A session [1] - The company confirmed that the energy-saving and environmental upgrade project for synthetic ammonia gas production was successfully accepted and put into production in the first half of 2025, while the production and sales of sulfuric acid series products are normal [1] Group 2 - The company did not provide a clear response regarding orders for electronic-grade sulfuric acid [1] - For shareholder numbers, the company advised investors to refer to quarterly, semi-annual, and annual reports for the number of shareholders at the end of the reporting period [1] - The company stated that there are currently no plans for a mid-term dividend, and the profit situation for the first three quarters will be disclosed in future announcements [1]

Group 1: Company Performance and Projects - The company's energy-saving and environmental upgrade project for synthetic ammonia has been successfully accepted and put into production in the first half of 2025 [2] - The production and sales of the sulfuric acid series products are currently normal [2] Group 2: Shareholder Information - Investors can check the number of shareholders at the end of the reporting period in the company's quarterly, semi-annual, and annual reports [2] - Shareholders can visit the company with valid identification and proof of shareholding for inquiries regarding the number of shareholders [2] Group 3: Dividend and Profitability - The company currently has no plans for a mid-term dividend [3] - Information regarding the profitability for the first three quarters will be disclosed in future company announcements [3]

Market Overview - On September 15, the chemical raw materials sector declined by 0.16% compared to the previous trading day, with Zhenhua Co., Ltd. leading the decline [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Longbai Group (002601) with a closing price of 19.62, up 5.09% and a trading volume of 667,300 shares, totaling 1.314 billion yuan [1] - ST Yatai (000691) with a closing price of 7.81, up 4.97% and a trading volume of 101,400 shares, totaling 79.1972 million yuan [1] - Jinhai Titanium Industry (000545) with a closing price of 3.69, up 4.53% and a trading volume of 1,184,600 shares, totaling 435 million yuan [1] - Major decliners included: - Zhenhua Co., Ltd. (603067) with a closing price of 17.90, down 4.33% and a trading volume of 180,800 shares, totaling 329 million yuan [2] - Sanyou Chemical (600409) with a closing price of 5.78, down 3.02% and a trading volume of 368,900 shares, totaling 216 million yuan [2] - Jinniu Chemical (600722) with a closing price of 7.09, down 2.88% and a trading volume of 319,900 shares, totaling 228 million yuan [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 398 million yuan from institutional investors, while retail investors saw a net inflow of 239 million yuan [2][3] - Notable capital flows included: - Huayi Group (600623) with a net inflow of 26.8479 million yuan from institutional investors [3] - Tianyuan Co., Ltd. (002386) with a net inflow of 25.0141 million yuan from institutional investors [3] - Xue Tian Salt Industry (600929) with a net inflow of 21.3913 million yuan from institutional investors [3]

Group 1 - The company, Anhui Hualitai Chemical Co., Ltd., will participate in the "2025 Anhui Listed Companies Investor Online Collective Reception Day" to enhance interaction with investors [1][2] - The event will be held online on September 15, 2025, from 15:00 to 17:00, allowing investors to engage with company executives regarding governance, development strategy, and operational status [1][2] - Investors can participate through the "Panjing Roadshow" website, WeChat public account, or by downloading the Panjing Roadshow APP [1]

Group 1 - The company Huatai announced its participation in the "2025 Anhui Listed Companies Investor Online Reception Day" event [2] - The event is scheduled to take place on September 15, 2025 [2]