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：002140 证券简称：东华科技 公告编号：2026-008 东华工程科技股份有限公司 关于与青海东台吉乃尔锂资源股份有限公司 签订《战略合作框架协议》的公告 1.本次本公司与青海东台吉乃尔锂资源股份有限公司建立战略合 作伙伴关系，就东台吉乃尔盐湖新建盐湖资源综合开发利用项目签署 《战略合作框架协议》。项目合作具体事宜将由双方另行协商。 本次签署的《战略合作框架协议》系日常性的生产经营合同，不构 成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大 资产重组。本次战略合作框架协议的签署无需提请公司董事会及股东会 批准。 二、合作方基本情况 2.本次签署《战略合作框架协议》对本公司本年度及未来年度经营 业绩的影响将视项目合作进展情况而确定。 3.本公司近三年不存在需要披露的框架性协议或意向性协议。 一、协议签署概况 本着优势互补、资源共享、合作共赢的原则，东华工程科技股份有 限公司（以下简称"本公司""乙方"）与青海东台吉乃尔锂资源股份有 限公司（以下简称"锂资源股份"或"甲方"）于近 ...

Group 1 - The professional engineering sector increased by 1.19% on February 4, with Huadian Engineering leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Notable gainers in the professional engineering sector included: - Huadian Engineering (601226) with a closing price of 12.73, up 10.03% [1] - Hongsheng Huayuan (601096) with a closing price of 6.19, up 9.95% [1] - ST Tianlong (300029) with a closing price of 5.62, up 4.46% [1] Group 2 - The professional engineering sector saw a net inflow of 156 million yuan from institutional investors, while retail investors experienced a net inflow of 3.44 million yuan [2] - Major stocks with significant net inflows from institutional investors included: - Huadian Engineering (601226) with a net inflow of 209 million yuan [3] - Hongsheng Huayuan (601096) with a net inflow of 201 million yuan [3] - Shanghai Port Bay (605598) with a net inflow of 48.86 million yuan [3]

Group 1 - The company, Donghua Technology, reported that as of January 30, 2026, the number of shareholders is approximately 29,630 [2]

证券代码：002140 证券简称：东华科技 公告编号：2026-007 东华工程科技股份有限公司 关于挂牌转让所持参股公司贵州水城矿业 股份有限公司部分股权的进展公告 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。 特别提示： 1.本次东华工程科技股份有限公司（以下简称"公司""东华科技"） 通过在上海联合产权交易所公开挂牌方式，转让所持参股公司贵州水城 矿业股份有限公司（以下简称"水矿股份"）的部分股权，挂牌转让底 价为 2204.457769 万元。挂牌期间，征集到意向受让方贵州水矿控股集 团有限责任公司（以下简称"水矿集团"）。近日，公司与水矿集团签署 《产权交易合同》，交易价格为 2204.457769 万元。1 月 29 日，双方完 成产权交易。1 月 30 日，公司收到水矿集团支付的首期价款 661.337331 万元。 2.本次交易未构成关联交易，也不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。 一、交易概述 公司于 2025 年 12 月 15 日召开第八届董事会第十二次会议，审议 通过《关于拟公开挂牌转让所持有贵州水城矿业股份有 ...

东华科技公告称，公司转让所持参股公司水矿股份0.2472%股权，挂牌转让底价2204.457769万元。征集 到意向受让方水矿集团后，双方于1月26日签署《产权交易合同》，交易价2204.457769万元，1月29日 完成产权交易。1月30日，公司收到首期价款661.337331万元。转让完成后，公司对水矿股份持股比例 将从0.8311%降至0.5839%，持股数从2000万股降至1405.0971万股。本次交易不构成关联和重大资产重 组。 ...

二、关于重大项目执行情况 1.刚果(布)蒙哥 1200kt/a 钾肥工程项目工程总承包合同 本合同于 2013 年 7 月签订，为工程总承包合同。本公司主要承担 本合同项目工程建设总承包工作，履行期限约为 36 个月。本合同价格 分为固定部分和非固定部分，其中固定部分价格为 497,391,000 美元， 非固定部分价格为 24,462,000 美元，上述款项由业主根据本合同规定 的支付条件及比例进行支付。 证券代码：002140 证券简称：东华科技 公告编号：2026-006 东华工程科技股份有限公司 2025 年第四季度经营简报 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。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司 自律监管指引第 3 号——行业信息披露》等规定，东华工程科技股份有 限公司（以下简称"本公司""东华科技"）现公告 2025 年第四季度 主要经营情况（不含实业及新材料销售），具体如下： | | 第四季度 | | 第四季度 | | | 截至报告期末累计 | | | --- | --- | --- | --- | --- | ...

Market Performance - The professional engineering sector increased by 0.91% on January 28, with Tongguan Mining Construction leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Gainers in Professional Engineering Sector - Tongguan Mining Construction (code: 920019) closed at 28.00, up 15.27% with a trading volume of 226,100 shares and a transaction value of 618 million yuan [1] - China Aluminum International (code: 601068) closed at 6.64, up 9.93% with a trading volume of 665,600 shares and a transaction value of 426 million yuan [1] - Roman Co., Ltd. (code: 605289) closed at 74.80, up 7.67% with a trading volume of 101,500 shares and a transaction value of 760 million yuan [1] Top Losers in Professional Engineering Sector - Zhite New Materials (code: 300986) closed at 37.65, down 12.99% with a trading volume of 962,600 shares and a transaction value of 374 million yuan [2] - Zhenhai Co., Ltd. (code: 603637) closed at 11.98, down 9.99% with a trading volume of 239,300 shares and a transaction value of 289 million yuan [2] - Feiguishang (code: 605598) closed at 61.30, down 5.03% with a trading volume of 71,400 shares and a transaction value of 443 million yuan [2] Capital Flow Analysis - The professional engineering sector experienced a net outflow of 419 million yuan from institutional investors, while retail investors saw a net inflow of 476 million yuan [2] - The net outflow from retail investors amounted to 56.46 million yuan [2] Individual Stock Capital Flow - For Asia Xiang Integration (code: 603929), the net inflow from institutional investors was 15.7 million yuan, while retail investors had a net outflow of 19.41 million yuan [3] - China Aluminum International (code: 601068) saw a net inflow of 10 million yuan from institutional investors, with retail investors experiencing a net outflow of 74.75 million yuan [3] - Tongguan Mining Construction (code: 920019) had a net inflow of 58.91 million yuan from institutional investors and a small net inflow of 2.24 million yuan from retail investors [3]

中化新网讯 近日，在河北省衡水市举办的冀州石墨烯新材料产业园开园盛典暨产业发展座谈会上，中 国化学工程东华工程科技股份有限公司所属安徽新材公司与园区及当地企业签署合作协议，公司气相合 成法石墨烯将在京津冀区域实现新的业务拓展。 作为入选《中央企业科技成果应用拓展工程首批清单》的工程，气相合成法石墨烯生产工程致力于打通 气相合成法石墨烯产业链从科技成果到市场应用的全链条。该工程已衍生出重防腐涂料、高导电铝材等 一系列下游产品，并逐步构建科技成果产业化新模式。 ...

Investment Rating - The report maintains a "Buy" rating for the companies mentioned, indicating a positive outlook for their stock performance in relation to the market index [4]. Core Insights - The chemical industry is expected to experience price increases due to improved supply-demand dynamics and a "de-involution" policy that encourages companies to avoid price wars and focus on profitability [10][22]. - The manufacturing sector shows signs of recovery, with the PMI reaching 50.1% in December 2025, indicating a return to expansion [16][22]. - The inventory cycle is shifting from active destocking to passive destocking, which may lead to rapid inventory depletion in the chemical sector once demand improves [22]. Summary by Sections Supply and Demand Dynamics - The investment growth rate in the chemical raw materials and products manufacturing industry has been declining since 2022, with a projected drop to negative growth by June 2025 [15]. - The supply side is improving due to reduced new capacity and the shutdown of older facilities in Europe and Japan, particularly affecting basic chemicals like ethylene and propylene [15][22]. Policy Impact - The "de-involution" policy initiated by the central government aims to prevent vicious competition, leading to a consensus among leading companies to maintain prices by reducing production rates [22][10]. Company-Specific Insights - **China Chemical**: The company has a production capacity of 200,000 tons for both adiponitrile and caprolactam. Price rebounds in these products are expected to significantly enhance its earnings [23]. - **Sanhua Chemical**: The company is positioned to benefit from price recovery in its core products, with a strong focus on expanding its high-end cellulose product lines [30]. - **Donghua Technology**: The company has multiple high-end chemical projects that are expected to improve profitability as supply constraints stabilize prices [37]. - **Southeast Network Frame**: The company produces 500,000 tons of polyester filament, with potential for revenue growth as raw material prices recover [41]. Investment Recommendations - The report highlights key companies to watch, including China Chemical, Sanhua Chemical, Donghua Technology, and Southeast Network Frame, all of which are expected to benefit from the anticipated price increases in chemical products [10][45].

Investment Rating - The report maintains a "Buy" rating for the companies mentioned, indicating a positive outlook for their stock performance in relation to the industry benchmark [4]. Core Insights - The chemical industry is expected to experience price increases due to improved supply-demand dynamics and a "de-involution" policy that encourages companies to avoid price wars and focus on profitability [10][22]. - The manufacturing sector shows signs of recovery, with the manufacturing PMI reaching 50.1% in December 2025, indicating a return to expansion [16][22]. - The inventory cycle in the chemical industry is transitioning from active destocking to passive destocking, which could lead to price support if demand improves [22]. Summary by Sections Supply Side Analysis - Investment growth in the chemical raw materials and products manufacturing sector has been declining since 2022, with a projected drop in investment growth turning negative by June 2025 [15]. - The construction of new capacity in the chemical industry has significantly decreased, influenced by energy consumption controls and environmental policies [15][22]. Demand Side Analysis - Although traditional demand remains weak, there is strong support for certain chemical products due to manufacturing restocking, pre-holiday inventory buildup, and increased exports [15][22]. - The manufacturing PMI data indicates a marginal improvement in demand, with production and new orders both showing positive trends [16]. Policy Impact - The "de-involution" policy initiated by the central government aims to prevent vicious competition, leading to a consensus among leading companies to stabilize prices by reducing production rates [22]. Company-Specific Insights - **China Chemical**: The company has a production capacity of 200,000 tons for both adiponitrile and caprolactam. Price rebounds in these products could significantly enhance its earnings [23]. - **Sandi Chemical**: The company is expected to benefit from price recovery in its core products, with a projected revenue of 730 million yuan in H1 2025 [30]. - **Donghua Technology**: The company has multiple high-end chemical projects that are expected to improve profitability and support stock valuation [37]. - **Southeast Net Rack**: The company produces 500,000 tons of polyester filament, with potential for revenue growth as prices stabilize [41]. Investment Recommendations - The report highlights key companies to watch, including China Chemical, Sandi Chemical, Donghua Technology, and Southeast Net Rack, all of which are positioned to benefit from the anticipated price increases in chemical products [10][45].