证券代码：002037 证券简称：保利联合 公告编号：2025-34 保利联合化工控股集团股份有限公司 关于下属公司签订《仓库政策性拆迁货币化补偿协议》 并收到补偿款的公告 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。 一、情况概述 根据金沙县人民政府《关于公布实施金沙县征地区片综合地价补 偿标准的通知》（金府发〔2024〕13 号）、金沙县柳塘镇人民政府 《关于征收金沙汇森民爆物品仓储库的通知》等通知公告，金沙县人 民政府在金沙柳塘镇规划建设贵州金元金沙柳塘煤电项目，需占用保 利联合化工控股集团股份有限公司（以下简称公司）子公司贵州联合 民爆器材经营有限责任公司下属金沙县汇森民爆器材经营有限公司 （以下简称"金沙汇森公司"）民爆物品储存仓库。受金沙县人民政 府委托，金沙县柳塘镇人民政府与金沙汇森公司签订《民爆物品储存 仓库政策性拆迁货币化补偿协议》。目前金沙汇森公司已收到上述全 部迁建补偿费用 3676 万元。 二、协议的主要内容 （一）仓库基本情况：位于金沙县柳塘镇前胜村打石板。仓库包 含 4 个炸药库、3 个雷管库、1 栋办公楼、1 个临时停车场、1 ...

Core Viewpoint - The China Securities report indicates a 4.51% increase in the CITIC Basic Chemical Industry Index for July 2025, ranking 13th among 30 CITIC primary industries, with a recommendation to focus on pesticide, organic silicon, and polyester filament industries in August 2025 [1][2][5] Market Review - In July 2025, the CITIC Basic Chemical Industry Index outperformed the Shanghai Composite Index by 0.77 percentage points and the CSI 300 Index by 0.96 percentage points, with a year-on-year increase of 41.50%, surpassing the Shanghai Composite Index by 13.06 percentage points and the CSI 300 Index by 16.24 percentage points [2] Sub-industry and Stock Performance - Among 33 CITIC tertiary sub-industries in July 2025, 26 experienced gains, with modified plastics, polyurethane, and civil explosives leading the way with increases of 16.69%, 14.01%, and 12.09% respectively. Conversely, nylon, fluorochemicals, and lithium battery chemicals saw declines of 3.99%, 1.26%, and 1.25% respectively [3] - Out of 523 stocks in the basic chemical sector, 310 rose while 211 fell, with the top gainers being Xinwei New Materials (1083.42%), Dongcai Technology (84.92%), and Honghe Technology (58.84%). The largest declines were seen in Jiyuan Group (-26.23%), Keheng Co. (-25.78%), and Zhongyida (-23.69%) [3] Product Price Tracking - In July 2025, international oil prices continued to rise, with WTI crude increasing by 6.37% to $69.26 per barrel and Brent crude by 7.28% to $72.53 per barrel. Among 319 tracked products, 103 saw price increases, with TDI, trichloromethane, and coking coal leading the gains at 43.29%, 32.79%, and 32.56% respectively. However, 177 products experienced price declines, with the largest drops in methyl acrylate (-24.08%) and butyl acrylate (-10.61%) [4] Industry Investment Recommendations - The industry maintains a "market perform" investment rating, anticipating a potential improvement in certain sub-industries as the chemical industry's anti-involution policies take effect, particularly in the pesticide, organic silicon, and polyester filament sectors for August 2025 [5]

Investment Rating - The report maintains an investment rating of "in line with the market" for the basic chemical industry [7][5]. Core Viewpoints - The basic chemical industry index rose by 4.51% in July 2025, outperforming the Shanghai Composite Index and the CSI 300 Index by 0.77 and 0.96 percentage points, respectively [10][7]. - The report suggests continued focus on the pesticide, organic silicon, and polyester filament sectors, which are expected to benefit from the anti-involution policies [5][7]. Summary by Sections Market Review - The basic chemical industry index has increased by 41.50% over the past year, ranking 14th among 30 major industries [10][7]. - In July 2025, 26 out of 33 sub-industries saw an increase, with modified plastics, polyurethane, and civil explosives leading the gains at 16.69%, 14.01%, and 12.09%, respectively [11][10]. Product Price Tracking - The report indicates a continued downward trend in chemical product prices, with 177 products showing a decrease in July 2025 [7][11]. - Notable price increases were observed in TDI, trichloromethane, and coking coal, with respective rises of 43.29%, 32.79%, and 32.56% [7][11]. Industry and Company News - The report highlights the launch of a three-year action plan by the China Pesticide Industry Association to combat issues like hidden additives and illegal production in the pesticide sector [29][30]. - A significant investment of 2.32 billion yuan by Shandong Haihua in Inner Mongolia's largest natural soda ash mine is noted, aimed at optimizing product structure and expanding development space [34][35].

Core Viewpoint - Poly United (002037.SZ) has announced its qualifications and experience in the construction of hydraulic and hydropower engineering projects [1] Group 1 - The company possesses relevant qualifications for hydraulic and hydropower engineering construction [1] - The company has experience in providing related engineering services [1]

Overview - The company, Poly United Chemical Holdings Group Co., Ltd., has signed a compensation agreement for the expropriation of idle assets related to the North Urban Area Shantytown Renovation Project in Gansu Province [1][2]. Asset Expropriation Details - The expropriated assets include idle office land and buildings located at No. 23, Shuicheng East Street, Chengguan Town, with a total area of 1,791.54 square meters [2]. - The total assessed value of the expropriated assets, including industrial land and buildings, is 7.2289 million yuan [2]. Financial Impact - The company has received the full compensation amount of 7.2289 million yuan from the local finance bureau [2]. - The transaction is expected to generate a net profit of approximately 4.71 million yuan for the company [2]. - The company will handle the accounting treatment of the compensation in accordance with relevant accounting standards, with the final impact on financial data to be confirmed by the annual audit [2].

证券代码：002037 证券简称：保利联合 公告编号：2025-33 保利联合化工控股集团股份有限公司 关于下属公司收到土地等征收补偿款的公告 二、本次征收对公司的影响 本次征收资产为礼县久联公司坐落于礼县城关镇水城东街 23 号 的闲置原办公用地及房屋，征收土地使用证号：礼国用（2009）第 2006101019 号，土地使用权面积 9067 平方米；地上建筑物办公楼及 库房共 5 栋，面积合计 1791.54 平方米。经礼县久联公司聘请的沃 克森（北京）国际资产评估有限公司评估，征收资产工业土地、地上 建筑物及其附属物评估价合计 722.89 万元。双方同意按照评估值进 行征收。 近日，礼县久联公司已全额收到礼县财政局支付的上述征收补偿 款 722.89 万元。 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、情况概述 保利联合化工控股集团股份有限公司（以下简称公司）全资子公 司甘肃久联民爆器材有限公司下属甘肃礼县久联民爆器材有限公司 （以下简称"礼县久联公司"）根据《礼县人民政府关于北城区棚户 区改造项目房屋（构筑物）征收范围的公告》（礼政发〔202 ...

Core Points - Poly United Chemical Holdings Group Co., Ltd. announced that its wholly-owned subsidiary, Gansu Jiulian Explosive Materials Co., Ltd., signed a compensation agreement with the Lixian Housing and Urban-Rural Development Bureau for the acquisition of idle office land and buildings [1] - The total area of the land is 9,067 square meters, and the building area is 1,791.54 square meters, with a total assessed value of 7.2289 million yuan [1] - The subsidiary has received the full compensation amount, and the acquisition will not affect the company's normal production and operations, with an expected net profit of approximately 4.71 million yuan [1]

金融界消息 截至2025年8月11日收盘，保利联合（002037）报收于12.4元，下跌1.74%，换手率8.43%， 成交量40.80万手，成交金额5.07亿元。 通过天眼查大数据分析，保利联合化工控股集团股份有限公司共对外投资了24家企业，参与招投标项目 35次，知识产权方面有商标信息4条，专利信息247条，此外企业还拥有行政许可39个。 资金流向方面，今日主力资金净流出2980.38万元，占比成交额5.87%。其中，超大单净流出1734.69万 元、占成交额3.42%，大单净流出1245.68万元、占成交额2.46%，中单净流出流入151.13万元、占成交 额0.3%，小单净流入2829.24万元、占成交额5.58%。 来源：金融界 保利联合最新一期业绩显示，截至2025一季报，公司营业总收入11.97亿元、同比增长21.23%，归属净 利润6035.93万元，同比增长9.09%，扣非净利润6372.61万元，同比增长11.74%，流动比率0.869、速动 比率0.834、资产负债率83.27%。 天眼查商业履历信息显示，保利联合化工控股集团股份有限公司，成立于2002年，位于贵阳市，是一家 以从事化学 ...

Company Overview - Poly United primarily engages in the research, development, production, and sales of civil explosive materials, including industrial explosives, detonators, and detonating cords [1] - The company operates in the civil explosive product manufacturing and sales, as well as blasting engineering services, with a strong market influence in Guizhou province [1] Stock Performance - As of the close on August 5, 2025, Poly United's stock price was 12.45 yuan, down 0.48% from the previous trading day [1] - The stock opened at 12.47 yuan, reached a high of 12.80 yuan, and a low of 12.30 yuan, with an intraday volatility of 4% [1] - The trading volume for the day was 497,630 hands, with a total transaction amount of 620 million yuan [1] Market Activity - On August 5, at 9:36 AM, Poly United's stock experienced a rapid rebound, increasing over 2% within 5 minutes, peaking at 12.73 yuan, with a transaction amount of 97.57 million yuan [1] - However, the stock price later fluctuated and ultimately closed lower [1] Capital Flow - On August 5, the net outflow of main funds was 41.24 million yuan, accounting for 0.68% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 259 million yuan, representing 4.3% of the circulating market value [1]

Group 1: Chemical Sector Performance - The chemical index and oil index primarily experienced a decline, while the chemical machinery index and chemical pharmaceutical index saw increases [1] - The chemical raw materials index fell by 1.60%, the chemical machinery index rose by 1.066%, the chemical pharmaceutical index increased by 5.11%, and the pesticide and fertilizer index dropped by 2.05% [1] - In the oil sector, the oil processing index decreased by 3.82%, the oil extraction index fell by 2.09%, and the oil trading index declined by 2.83% [1] Group 2: Oil Price Trends - International crude oil prices initially rose and then fell, with the overall average price significantly higher than the previous week [1] - As of August 1, the WTI crude oil futures settled at $67.33 per barrel, up 3.33% from July 25, while Brent crude oil futures settled at $69.67 per barrel, up 1.80% from July 25 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases included liquid chlorine up 12.72%, soft foam polyether up 10.42%, epoxy chloropropane up 8.84%, coke up 8.06%, and epoxy propane up 7.47% [1] - The top five petrochemical products with price declines included methyl acrylate down 5.88%, natural rubber down 5.77%, battery-grade lithium carbonate down 5.48%, butadiene rubber down 4.78%, and butadiene down 4.71% [1] Group 4: Capital Market Performance of Chemical Companies - The top five listed chemical companies with the highest stock price increases were Upwind New Materials up 39.37%, Honghe Technology up 22.07%, Songjing Co. up 19.97%, Ketaobiotech up 18.88%, and Asia-Pacific Industry up 17.43% [2] - The top five listed chemical companies with the largest stock price declines were Poly United down 16.35%, Weike Technology down 13.75%, Gaozheng Mining down 13.75%, New Tide Energy down 12.99%, and Yahua Group down 11.80% [2]