3月24—25日，全球化工巨头赢创和科思创先后发布关于IPDI及其衍生产品的不可抗力声明，受此事件 影响，国内IPDI市场迅速反应，3月26日二级市场主流国产IPDI报价从3.4万～3.8万元/吨涨至3.5万～3.9 万元/吨，均价单日涨幅约1000元/吨。 业内人士表示，IPDI是一种脂环族的二异氰酸酯，在水性聚氨酯领域占据重要地位，在塑料、胶黏剂、 医药和香料等行业应用广泛。这一突发供给扰动或为国内IPDI生产企业带来短期市场机遇，在填补供给 缺口的同时，议价能力或进一步增强，价格上行趋势有望延续。 中化新网讯 近日，新和成在互动平台回应投资者提问时表示，公司异佛尔酮二异氰酸酯(IPDI)项目获批 产能2.1万吨，项目分期建设，目前项目一期已投产。 据悉，新和成2.1万吨异佛尔酮二异氰酸酯(IPDI)产能规划隶属于"新能源材料和环保新材料项目"(简 称"HA项目")，建成后将形成年产10.3万吨六亚甲基二异氰酸酯(HDI)、2.1万吨异佛尔酮二异氰酸酯 (IPDI)、2万吨缩二脲(折纯)、8.3万吨HDI三聚体(折纯)、4万吨异佛尔酮二胺(IPDA)、副产10万吨氯化氢 (折纯)、6400吨硫酸铵的产能规 ...

整体来看，新和成此次回购不仅有助于优化资本结构、提振市场信心，也进一步巩固了其作为全球维生 素行业领军者的地位。(厉平) 本次回购，体现出公司管理层对未来持续稳定发展的坚定信心，也有助于切实维护全体投资者的利益， 进一步增强市场信心。值得一提的是，控股股东新和成控股曾于2022年、2023年连续两次增持公司股 份，合计金额达6.88亿元，增持比例超过总股本的1%。此外，公司董事长胡柏藩及多位高管此前亦持 续增持公司股份，且从未减持，展现了对公司长期价值的高度认可。 4月8日，新和成（002001）发布公告称，公司实际控制人、董事长胡柏藩提议通过集中竞价交易方式回 购股份，回购资金总额在3亿元至6亿元之间。此次回购的股份将在未来适当时机用于股权激励或员工持 股计划，体现公司对员工的激励机制与"共享公司发展成果"理念的积极践行。 在国际环境方面，尽管近期美国推行"对等关税"政策，但新和成的主要维生素系列产品——包括VE、 VA、VC、VAD3、VB系列及辅酶Q10系列产品，均被列入豁免清单，不会对公司生产经营造成重大影 响。 新和成是全球领先的维生素生产企业之一，主营业务涵盖营养品、香精香料、高分子新材料和原料药 ...

证券代码：002001 证券简称：新和成 公告编号：2025-005 二、提议回购股份的原因和目的 新和成自成立以来便专注于精细化工，坚持"创新、人和、竞成"的价值观， 秉持"一体化、系列化、协同化"的发展思路，专注技术创新，加快发展新质生 产力，实现公司的稳健经营和快速可持续发展。 目前公司主营业务与财务状况良好。基于对公司未来持续稳定发展的信心和 长期投资价值的认可，为切实维护公司全体投资者利益，增强投资者信心，同时 为了不断完善公司长效激励机制，充分调动公司员工的积极性，有效地将股东利 益和公司利益紧密结合在一起，推进公司长远、稳定、持续的发展，在综合考虑 公司财务状况、经营状况以及未来盈利能力的情况下，公司实际控制人、董事长 胡柏藩先生提议公司通过集中竞价方式回购部分公司股份，并在未来适宜时机将 前述回购股份用于股权激励或员工持股计划。 三、提议内容 浙江新和成股份有限公司 关于实际控制人、董事长提议回购公司部分股份的提示性公告 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。 浙江新和成股份有限公司（以下简称"公司"或"新和成"）于 2025 年 4 ...

智通财经4月8日电，新和成(002001.SZ)公告称，公司实际控制人、董事长胡柏藩提议公司通过集中竞 价方式回购部分公司股份，回购资金总额为3亿元-6亿元。回购股份将用于股权激励或员工持股计划， 并在未来适宜时机使用。回购价格不超过董事会通过回购股份决议前30个交易日公司股票交易均价的 150%。胡柏藩承诺将积极推动公司尽快召开董事会审议回购股份事项。 新和成：实际控制人、董事长提议3亿元至6亿元回购公司部分股份 ...

【今年一季度 A 股化工板块新和成表现抢眼】今年一季度，在多个化工产品调涨及涨价预期背景下，A 股化工板块大幅拉升，化工龙头新和成获极高关注量。其总市值超 600 亿元，3 月 27 日成交额达 10.68 亿元，创近 4 个多月来新高。新和成自 2004 年 6 月 25 日在深交所登陆以来，坚持创新驱动，专注于多 业务，构建完整产业发展体系，产品市场占有率居世界前列。在券商看来，新和成盈利能力长期领先， 立足精细化工行业，以核心技术平台实现关键中间体产业化，构筑领先技术实力，获成本优势及丰富产 品布局。公司多个产品突破关键技术，获诸多殊荣。公司研发实力不断强化，拥有多个科研平台，研发 人员占比超 20%，多次参与制订标准。还将加强平台建设等，推动可持续高质量发展，并关注新兴产 业机遇。公司通过 IPO 和再融资募集资金，坚持每年现金分红，2022 年度和 2023 年度分别合计现金分 红 15.27 亿元和 13.83 亿元。2024 年 12 月推出特别分红权益分派方案，2025 年 1 月完成实施，合计派 发现金 6.15 亿元。上市至今累计现金分红总额达 139.70 亿元。近年来，公司基于信心和认 ...

今年一季度，在多个化工产品调涨及涨价预期的背景下，A股化工板块大幅拉升，化工龙头获得关注量 极高。例如，总市值超600亿元的新和成（002001），在3月27日的成交额达到10.68亿元，创下公司近4 个多月来的成交额新高。 新和成从2004年6月25日以"中小板第一股"的身份在深圳证券交易所登陆资本市场以来，坚持创新驱 动，持续提升应用研究和应用服务能力，专注于营养品、香精香料、高分子新材料和原料药业务，构建 出完整的产业发展体系，产品市场占有率位居世界前列，持续夯实龙头地位，将高质量的发展成果给予 投资者丰厚回报。 公司践行"共同富裕"理念，实施四期员工持股计划，实施金额分别为2.95亿元、2.02亿元、3.04亿元、 4.80亿元，参与员工分别为300人、610人、681人和627人，将股东、公司、员工利益结合起来，让优秀 人才和贡献者分享公司成长成果，提高员工的积极性、创造性与责任心，增强公司凝聚力和竞争力，促 进公司长期、持续、健康发展。 控股股东新和成控股于2022年、2023年两次主动增持公司股份，合计增持金额6.88亿元，增持比例合计 超总股本1%。控股股东以及包括实控人胡柏藩先生在内的多名董 ...

Core Viewpoint - Xiangxin Technology Co., Ltd. has signed strategic cooperation agreements with Sandu (Foshan) Intelligent Technology Co., Ltd. and Shenzhen Wudi Electronics Technology Co., Ltd. to focus on key technologies in humanoid robots and critical components for new energy vehicles, aiming to enhance collaboration and promote technological innovation [1] Group 1: Humanoid Robots - The partnership with Sandu Intelligent aims to leverage complementary advantages and resource sharing to overcome key technologies in humanoid robots [1] - The collaboration will promote the application of humanoid robots in various fields, including microbiology, semiconductors, automotive, and photovoltaic energy storage [1] - Both companies are exploring the establishment of a joint venture, with Xiangxin Technology as the controlling entity, to facilitate industrialization and application of intelligent manufacturing and humanoid robot technologies [2] Group 2: New Energy Vehicles - The collaboration with Wudi Electronics focuses on strategic cooperation in key assembly products such as locks, hinges, and guide rails for new energy vehicles [1] - The goal is to jointly undertake projects related to locks, hinges, and guide rails for clients in the new energy vehicle industry and provide corresponding solutions [1]

Group 1: Company Overview and Financial Performance - Zhejiang Xinhengcheng Co., Ltd. focuses on expanding market share and improving management, with a projected net profit for 2024 expected to be between 5.8 billion and 6.2 billion CNY, representing a year-on-year growth of 114.48%-129.27% [3] - The net profit after deducting non-recurring gains and losses is estimated to be between 5.7 billion and 6.12 billion CNY, indicating a growth of 118.04%-134.11% compared to the previous year [3] Group 2: Product and Market Development - The company’s health industry park specializes in the research and production of human nutrition products, including vitamins A, D3, E, and β-carotene, which are widely used in various sectors such as health nutrition and beverages [3][4] - The company has established a joint venture with Sinopec to build an 180,000 tons/year liquid methionine project, which is expected to be completed by Q4 2024 [3][4] Group 3: Strategic Initiatives and Future Plans - The company is actively developing a nylon new materials project in Tianjin, currently in the approval stage, and has obtained the necessary sea area rights [4] - The company aims to enhance its product offerings in the biopharmaceutical sector, focusing on amino acids and expanding into new product categories such as spices and new materials [4][5] Group 4: Market Position and Competitive Strategy - The company produces 8 out of 13 common vitamins, including E, A, C, and D3, and is adapting to market fluctuations influenced by macroeconomic factors and industry competition [5][6] - The company is planning to expand its fragrance and flavor segment, with a new fragrance industrial park covering approximately 1,000 acres under development in Shandong [6][7] Group 5: Financial Policies and Shareholder Returns - The company has consistently maintained a cash dividend policy since its listing, with dividends accounting for 30%-50% of annual net profits [7] - Future dividend plans will be determined based on the company's operational performance and strategic development [7]

Group 1: Company Overview and Financial Performance - The company aims to achieve a net profit of 5.8-6.2 billion CNY in 2024, representing a year-on-year growth of 114.48%-129.27% [2] - The net profit after deducting non-recurring gains is projected to be 5.7-6.12 billion CNY, with a growth of 118.04%-134.11% compared to the previous year [3] - The company has maintained a cash dividend policy since its listing, distributing 30%-50% of annual net profit as dividends, totaling 13.966 billion CNY in cumulative dividends [7] Group 2: Product Development and Market Expansion - The company has a production capacity of 300,000 tons/year for solid methionine and is collaborating with Sinopec on an 180,000 tons/year liquid methionine project [3] - The company is expanding its product lines in the nutritional segment, producing 8 out of 13 common vitamins, and is also involved in amino acids and colorants [3] - The PPS production capacity is currently 22,000 tons, with plans to expand to 30,000 tons based on market conditions [5] Group 3: Strategic Initiatives and Future Plans - The company is focusing on overseas market expansion, with over 50% of sales coming from international markets, primarily in the Americas, Europe, and Southeast Asia [6] - The company is investing in new projects, including the liquid methionine project and the nylon new materials project in Tianjin, which is currently under approval [5][7] - The company is committed to enhancing its innovation capabilities and has established research centers in Singapore and Japan to support overseas resource integration [7]

Investment Rating - The investment rating for the company is "Outperform" (maintained) [1] Core Views - The company's performance met expectations, achieving a historical high in profits, with ongoing advancements in its new materials business [1] - The company is expected to see significant growth in net profit for 2024, with estimates ranging from 5.8 billion to 6.2 billion yuan, reflecting a year-on-year increase of 114.48% to 129.27% [6] - The supply disruptions in vitamins due to incidents at BASF's Ludwigshafen site are expected to lead to a rebound in market prices, contributing to the company's performance [6] - The amino acid market is experiencing a slight price decline due to weak terminal demand, but year-on-year growth is still anticipated [6] - The company is progressing well with its new materials projects, including significant investments in various chemical production facilities, aiming to enhance its market position [6] - The profit forecast for 2024-2026 remains unchanged, with expected net profits of 6.057 billion, 7.197 billion, and 7.533 billion yuan, corresponding to PE valuations of 11X, 9X, and 9X respectively [6] Financial Data and Profit Forecast - Total revenue for 2023 is projected at 15,117 million yuan, with a year-on-year decrease of 5.1%, followed by a significant increase of 42.8% in 2024 [2] - The net profit attributable to the parent company for 2023 is estimated at 2,704 million yuan, down 25.3% year-on-year, but expected to rebound to 6,057 million yuan in 2024, marking a 124% increase [2] - The gross margin is expected to improve from 33% in 2023 to 45.3% in 2024, indicating enhanced profitability [2] - The company's return on equity (ROE) is projected to rise from 10.9% in 2023 to 19.7% in 2024 [2] Market Data - As of January 21, 2025, the closing price of the company's stock was 22.06 yuan, with a market capitalization of 66,996 million yuan [3] - The stock has a price-to-book ratio of 2.5 and a dividend yield of 2.04% [3]