Zhongtai Chemical(002092)

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财达证券晨会纪要-20250519
Caida Securities· 2025-05-19 03:04
Summary of Key Points Core Insights - The report highlights the upcoming listings and trading activities of several companies on May 19, 2025, indicating a busy market day with multiple new entries [1][2][3]. Upcoming Listings - Company 001390 Guqi Fur Material will be available for online subscription on May 19, 2025 [1]. - Companies 301595 N Taili and 603014 N Weigao will officially list on the same day, with allocations for general institutional investors [1]. - Company 920060 Wanyuantong will also list on May 19, 2025, specifically for the public portion [1]. Suspension Announcements - Company 002092 ST Zhongtai and 002259 ST Shengda will be suspended for one day due to the announcement of the withdrawal of other risk warnings [2]. - The Invesco Great Wall S&P Consumer Select ETF (QDII) and Guotai S&P 500 ETF will also be suspended until 10:30 AM on May 19, 2025, to protect investor interests [2]. - Company 300506 *ST Mingjia will be suspended for one day following the announcement of the withdrawal of delisting risk warnings [2]. Special Suspensions - Company 000151 Zhongcheng Co. will be suspended due to plans for issuing shares to acquire assets and raise matching funds, effective from May 16, 2025 [3]. - Company 000584 *ST Gongzhi and 000622 *ST Hengli will also face suspensions due to potential delisting risks and failure to disclose periodic reports within the legal timeframe [3]. - Company 002336 *ST Renle will be suspended for one day due to the announcement of potential delisting risks [3].
ST中泰(002092) - 关于参加新疆辖区上市公司2025年投资者网上集体接待日活动的公告
2025-05-16 12:17
证券代码:002092 证券简称:ST中泰 公告编号:2025-035 债券代码:148437 债券简称:23新化K1 新疆中泰化学股份有限公司 关于参加新疆辖区上市公司 2025 年投资者 网上集体接待日活动的公告 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。 新疆中泰化学股份有限公司董事会 二〇二五年五月十七日 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参 与本次互动交流,活动时间为 2025 年 5 月 23 日(周五)15:00-17:30。届时公司 高管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、融资计划 和可持续发展等投资者关心的问题,与投资者进行沟通与交流,欢迎广大投资者 踊跃参与! 特此公告。 为进一步加强与投资者的互动交流,新疆中泰化学股份有限公司(以下简称 "公司")将参加由新疆上市公司协会根据新疆证监局工作部署,联合深圳市全 景网络有限公司举办的"2025 年新疆辖区上市公司投资者网上集体接待日活动", ...
ST中泰:自5月20日开市起撤销其他风险警示 股票简称变更为“中泰化学”
news flash· 2025-05-16 12:07
Group 1 - The company ST Zhongtai (002092.SZ) announced that its stock will be suspended for one day on May 19, 2025, and will resume trading on May 20, 2025 [1] - Starting from May 20, 2025, the company will remove other risk warnings, and its stock name will change from "ST Zhongtai" to "Zhongtai Chemical," while the stock code will remain "002092" [1] - After the removal of other risk warnings, the daily price fluctuation limit for the company's stock will increase from 5% to 10% [1]
ST中泰(002092) - 关于撤销其他风险警示暨停复牌的公告
2025-05-16 12:06
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。 特别提示: 证券代码:002092 证券简称:ST中泰 公告编号:2025-034 债券代码:148437 债券简称:23新化K1 新疆中泰化学股份有限公司 关于撤销其他风险警示暨停复牌的公告 1、新疆中泰化学股份有限公司(以下简称"公司"、"中泰化学")股票交易 于 2025 年 5 月 19 日停牌一天,于 2025 年 5 月 20 日开市起复牌。 2、公司股票自 2025 年 5 月 20 日开市起撤销其他风险警示,证券简称由"ST 中泰"变更为"中泰化学",证券代码仍为"002092",撤销其他风险警示后, 公司股票交易的日涨跌幅限制由 5%变为 10%。 3、证券代码:002092 4、撤销其他风险警示的起始日:2025 年 5 月 20 日 5、公司股票停复牌起始日:公司股票将于 2025 年 5 月 19 日停牌一天,2025 年 5 月 20 日开市起复牌。 6、撤销其他风险警示后,公司股票交易的日涨跌幅限制由 5%变为 10%。 二、公司股票被实施其他风险警示的情况 2024 年 3 月 27 ...
ST中泰(002092) - 八届二十六次董事会决议公告
2025-05-13 10:15
证券代码:002092 证券简称:ST中泰 公告编号:2025-033 债券代码:148437 债券简称:23新化K1 新疆中泰化学股份有限公司 八届二十六次董事会决议公告 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。 新疆中泰化学股份有限公司(以下简称"公司")八届二十六次董事会于 2025 年 5 月 7 日以电话、电子邮件等方式发出会议通知,于 2025 年 5 月 12 日以通讯 表决方式召开。会议应参加表决的董事 9 名,实际参加表决的董事 9 名。会议的 召开程序符合《公司法》和《公司章程》的规定,会议就提交的议案形成以下决 议: 一、会议以赞成票 9 票,反对票 0 票,弃权票 0 票,审议通过关于新疆中泰 化学股份有限公司申请撤销其他风险警示的议案。 公司八届二十六次董事会审议通过《关于新疆中泰化学股份有限公司申请撤 销其他风险警示的议案》,董事会同意公司将于 2025 年 5 月 16 日向深圳证券交 易所申请撤销股票交易其他风险警示。具体情况如下: (一)公司股票被实施其他风险警示的情况 2024 年 3 月 27 日,中泰化学及相关责任 ...
研判2025!中国化工行业碳中和技术行业产业链、相关政策及行业现状分析:政策引领转型,技术突破助力低碳未来[图]
Chan Ye Xin Xi Wang· 2025-05-12 01:29
Core Viewpoint - In 2024, China's chemical industry carbon emissions are projected to be approximately 1.58 billion tons, reflecting a year-on-year increase of 1.28%, with a deceleration in growth rate compared to 2023 [1][12] Industry Overview - Carbon neutrality technology in the chemical industry aims to reduce CO2 emissions during production or achieve net-zero emissions through carbon capture, utilization, and storage (CCUS) [2] - The carbon neutrality technologies can be categorized into carbon reduction, zero-carbon, negative carbon, and circular economy technologies [2] Industry Development History - The development of carbon neutrality technology in China's chemical industry has progressed through three stages: introduction and exploration (before 2015), planning (2015-2020), and implementation and promotion (2021-present) [4] - Since 2021, significant advancements have been made in energy consumption and carbon emission control, with major companies like Sinopec actively participating in carbon neutrality initiatives [4] Industry Chain - The upstream of the carbon neutrality technology industry chain includes raw materials, equipment, and technical services, while the midstream involves the implementation of carbon neutrality technologies [6] - Key equipment includes carbon capture devices, low-carbon energy utilization devices, and high-efficiency energy-saving devices [6] Current Industry Status - In 2024, China's total CO2 emissions are expected to be 12.6 billion tons, remaining stable compared to 2023, with GDP growth of 5.0% and a decrease in carbon emission intensity by 3.4% [10] - The increase in non-fossil energy consumption and the growth of clean energy generation are contributing to the transition away from fossil fuels [10] Key Enterprises - Major companies in the sector include China National Chemical Corporation, Wanhua Chemical, and Zhongcai Energy, focusing on carbon capture and low-carbon technologies [18][20] - Wanhua Chemical has made significant strides in carbon neutrality technology, expanding into new materials and renewable energy sectors [18] Industry Development Trends - The chemical industry is expected to accelerate technological innovation and green transformation, with a focus on replacing traditional fossil materials with bio-based and renewable resources [22] - Integration of the industry chain and collaborative development will be emphasized, with companies extending their operations from raw materials to downstream fine chemical products [23] - The market landscape will shift significantly under carbon neutrality policies, with increased attention on new energy materials and carbon capture technologies [24]
ST中泰: 关于深圳证券交易所对公司2024年年报问询函的回复公告
Zheng Quan Zhi Xing· 2025-05-09 10:39
Core Viewpoint - The company, Xinjiang Zhongtai Chemical Co., Ltd., is addressing inquiries from the Shenzhen Stock Exchange regarding its 2024 annual report, particularly concerning previous financial misstatements and the subsequent corrective actions taken [1][2]. Financial Corrections and Compliance - The company acknowledged inaccuracies in financial data for the years 2020 to 2022, leading to restatements of financial reports for those periods and the first three quarters of 2023 [2][3]. - A special audit report from Zhongxinghua Accounting Firm confirmed that the company's corrections comply with relevant accounting standards and accurately reflect the prior errors [3][4]. - The company has submitted a written rectification report to the Xinjiang Securities Regulatory Bureau, indicating that all issues cited in the administrative penalty have been addressed [4]. Risk Warning and Remediation Plans - The company plans to apply for the removal of the risk warning on its stock, having met the conditions outlined in the revised Stock Listing Rules, including the completion of financial restatements and a 12-month period since the administrative penalty [5][6]. - Legal opinions confirm that the company is on track to meet the necessary conditions for this application [5]. Non-Operating Fund Occupation - As of the end of 2023, the company reported a non-operating fund occupation of 783.13 million yuan, which has since been fully repaid [6][7]. - The company detailed its non-operating transactions with subsidiaries, confirming that these transactions do not constitute financial assistance or fund occupation violations [8][9]. Debt and Financial Obligations - The company reported a total external guarantee amount of 236.20 billion yuan as of January 31, 2025, which is 104.05% of its latest audited net assets [12][20]. - The company’s debt structure includes significant short-term and long-term borrowings, with a total liability of 489.78 billion yuan, reflecting an increase from the previous year [20][21]. Industry Comparison - The company's guarantee total as a percentage of net assets is higher than some peers in the industry, attributed to its capital-intensive operations and the need for substantial external financing for projects [18][19]. - The company maintains a competitive position in the chlor-alkali and textile sectors, with a strong focus on optimizing resource allocation and enhancing operational efficiency [19].
ST中泰(002092) - 关于新疆中泰新材料股份有限公司资源化综合利用制甲醇升级示范项目试生产成功的公告
2025-05-09 10:01
证券代码:002092 证券简称:ST中泰 公告编号:2025-032 债券代码:148437 债券简称:23新化K1 新疆中泰化学股份有限公司 关于新疆中泰新材料股份有限公司资源化综合利用制甲醇 升级示范项目试生产成功的公告 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、项目概述 三、对公司的影响 中泰新材料甲醇项目充分依托区域资源优势,将低价值物料变为生产原料, 提升其附加值,实现资源高效利用,提升煤炭分级分质利用产业发展水平,有力 推动产业向新、向质提升,符合公司发展战略,延伸产业链、提升价值链、打造 供应链,实现资源高效利用,增强企业综合竞争力。项目投产后,可促进资源就 地就近综合利用,甲醇产品作为 BDO(1,4-丁二醇)等产业配套原料,增强产业 链的整体稳定性,满足新疆精细化工及化工新材料企业甲醇需求。 四、风险提示 中泰新材料甲醇项目从正式投产到全面达产并产生经济效益尚需一定时间, 未来仍存在市场环境变化、竞争加剧、产品销售价格波动等风险。 新疆中泰化学股份有限公司(以下简称"公司")为促进现有煤化工产业资源 化综合利用,进一步提升煤炭分级 ...
ST中泰(002092) - 关于深圳证券交易所对公司2024年年报问询函的回复公告
2025-05-09 10:01
(1)《股票上市规则(2024 年修订)》第 9.8.6 条规定,"上市公司因触及本规 则第 9.8.1 条第八项情形,其股票交易被实施其他风险警示期间,应当至少每月披露一 次差错更正进展公告,直至披露行政处罚决定所涉事项财务会计报告更正公告及会计 师事务所出具的专项核查意见等文件"。请说明其他风险警示期间差错更正进展披露及 会计师专项核查情况。 公司回复: 公司因 2020 年至 2021 年年报财务数据披露不准确、2022 年年报存在虚假记载, 导致公司 2020 年度、2021 年度、2022 年度、2023 年一季报、2023 年半年报、2023 1 证券代码:002092 证券简称:ST中泰 公告编号:2025-031 债券代码:148437 债券简称:23新化K1 新疆中泰化学股份有限公司 关于深圳证券交易所对公司2024年年报问询函的回复公告 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。 新疆中泰化学股份有限公司(以下简称"中泰化学"、"公司")于近日收到深圳证券 交易所下发的《关于对新疆中泰化学股份有限公司 2024 年年报的问询函》(公司部 ...
ST中泰2025年一季报简析:亏损收窄,盈利能力上升
Zheng Quan Zhi Xing· 2025-04-25 22:49
据证券之星公开数据整理,近期ST中泰(002092)发布2025年一季报。截至本报告期末,公司营业总收入 67.67亿元,同比下降13.02%,归母净利润-8979.79万元,同比上升49.28%。按单季度数据看,第一季度 营业总收入67.67亿元,同比下降13.02%,第一季度归母净利润-8979.79万元,同比上升49.28%。本报告 期ST中泰盈利能力上升,毛利率同比增幅49.68%,净利率同比增幅42.37%。 证券之星价投圈财报分析工具显示:业务评价:去年的净利率为-4.26%,算上全部成本后,公司产品或 服务的附加值不高。融资分红:公司上市19年以来,累计融资总额164.01亿元,累计分红总额22.22亿 元,分红融资比为0.14。商业模式:公司业绩主要依靠营销驱动。需要仔细研究这类驱动力背后的实际 情况。 财报体检工具显示:建议关注公司现金流状况(货币资金/流动负债仅为21.71%)建议关注公司债务状况 (有息资产负债率已达31.68%) 本次财报公布的各项数据指标表现一般。其中,毛利率20.41%,同比增49.68%,净利率-1.83%,同比 增42.37%,销售费用、管理费用、财务费用总计1 ...