根据《中华人民共和国公司法》和公司《章程》的规定，张立岗先 生的辞呈自送达董事会之日生效，即于 2025 年 8 月 18 日起不再担任公 司董事、副董事长等职务。张立岗先生辞职后，不在公司及控股子公司 担任任何职务。 张立岗先生的辞职对公司董事会的正常运作不构成影响。公司董事 会正在按照有关规定补选新的董事。 张立岗先生未持有公司股份。张立岗先生在任职期间恪尽职守、勤 勉尽责，公司董事会对张立岗先生所做出的贡献致以衷心的感谢！ 特此公告。 东华工程科技股份有限公司董事会 证券代码：002140 证券简称：东华科技 公告编号：2025-035 东华工程科技股份有限公司 关于张立岗先生辞去董事等职务的公告 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。 2025 年 8 月 18 日，东华工程科技股份有限公司（以下简称"公司"） 董事会收到张立岗先生的书面辞职报告。由于已届法定退休年龄并经批 准退休，张立岗先生请求辞去所担任的公司第八届董事会董事、副董事 长、战略委员会委员职务。张立岗先生在辞职报告中声明，在任职期间， 与公司其他董事、高级管理人员合作良好，无意 ...

中化新网讯 近日，中国化学（601117）东华公司签订山东艾格森高端酚醛、苯并噁嗪树脂和特种环氧 树脂项目管理型总承包（EPCM）合同。该项目建成后将成为国内单套产能最大的高端树脂生产基地， 有效缓解我国高端树脂材料进口依赖问题。 据悉，项目位于山东省淄博市齐鲁化学工业园内，占地面积280亩，建设规模为年产70万吨高端酚醛/苯 并噁嗪树脂、20万吨特种环氧树脂生产装置，均为国内单套最大产能，同时配套建设27万吨甲醛装置， 产品可广泛应用于航空航天、5G通信、高铁等高端领域。 作为工程总承包方，东华公司全面负责装置的工程设计和总承包管理，实施造价、进度、质量、安全四 维控制，打造标准化"交钥匙"工程。下一步，东华公司将充分发挥自身优势，全面开展项目设计、采 购、施工等各项工作，确保项目按时、保质、保量完成。 ...

Core Viewpoint - Donghua Technology's stock price has shown a slight increase, indicating potential investor interest despite recent trends in shareholder numbers and fund flows [1] Group 1: Stock Performance - As of August 11, 2025, Donghua Technology's stock price is reported at 10.51 yuan, reflecting an increase of 0.04 yuan from the previous trading day [1] - The trading volume for the day reached 94,080 hands, with a total transaction amount of 0.98 billion yuan [1] Group 2: Business Overview - Donghua Technology operates in the engineering construction sector, with involvement in various sub-sectors including molten salt energy storage and medical waste treatment [1] Group 3: Shareholder and Institutional Activity - The number of shareholders has decreased for three consecutive periods, with the latest decline recorded at 5.16% [1] - In the past month, two institutions have conducted research on the company [1] Group 4: Fund Flow Analysis - On August 11, the net inflow of main funds was 3.87 million yuan, although the overall trend over the past five days has shown a net outflow totaling 16.40 million yuan [1]

Group 1 - The stock price of Donghua Technology closed at 10.20 yuan on August 4, down 1.83% from the previous trading day [1] - The intraday high reached 10.36 yuan, while the intraday low was 10.08 yuan, with a trading volume of 104,205 hands and a transaction amount of 106 million yuan [1] - As of August 4, the net inflow of main funds was 962,400 yuan, while the net outflow over the past five days was 20.73 million yuan [1] Group 2 - Donghua Technology's main business includes engineering design and general contracting in the fields of chemicals, environmental protection, and municipal projects [1] - The company operates in sectors such as engineering construction and the Anhui region [1] - As of July 31, 2025, the total number of shareholders is approximately 28,100 [1]

证券日报网讯东华科技8月4日在互动平台回答投资者提问时表示，截至2025年7月31日下午收市，公司 股东人数约为2.81万户。 （文章来源：证券日报） ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for investment opportunities in the Xinjiang region [5][8][9]. Core Insights - The upcoming Fourth Central Xinjiang Work Conference in 2025, coinciding with the 70th anniversary of the Xinjiang Uyghur Autonomous Region, is expected to catalyze significant policy support and investment in infrastructure and industry [1][12]. - Xinjiang's strategic importance, energy security, and ethnic unity are highlighted as key factors for sustained national support for high-quality development in the region [2][4]. - Major transportation infrastructure projects, such as the China-Kyrgyzstan-Uzbekistan Railway and the New Tibet Railway, are set to accelerate, with significant investments projected [3][15]. - The coal chemical industry in Xinjiang is anticipated to see substantial growth, with over 800 billion yuan in planned investments by mid-2025, driven by national energy security needs [4][19]. Summary by Sections Investment Opportunities - The report emphasizes the potential for investment in Xinjiang due to upcoming policy support and infrastructure projects, particularly in transportation and coal chemical sectors [1][3][4]. - Key companies recommended for investment include major construction firms like China Railway, China Railway Construction, and local firms such as Xinjiang Communications Construction [8][23]. Transportation Infrastructure - Significant railway projects are underway, including the China-Kyrgyzstan-Uzbekistan Railway with an estimated investment of 8 billion USD and the New Tibet Railway with an investment of 96 billion yuan [3][15]. - The report suggests that these projects will benefit major construction companies and local firms involved in infrastructure development [8][15]. Coal Chemical Industry - The coal chemical sector is projected to attract over 800 billion yuan in investments, with a significant portion already underway [4][19]. - Key players in this sector include China Chemical Engineering, Donghua Technology, and Sanwei Chemical, which are expected to benefit from the acceleration of project developments [19][23].

Group 1 - The medical waste treatment sector saw an increase of 1.24% as of the market close on August 1, with a total capital inflow of 15.67 million [1] - A total of 25 stocks in the sector experienced gains, while 4 stocks declined [1] - The top-performing stocks included: Saili Medical (6.2%), Zhongshan Public Utilities (4.26%), Xuelang Environment (4.02%), Donghua Technology (4.0%), and Gangtong Medical (3.41%) [1] Group 2 - The stocks with the largest capital inflow were: Saili Medical with 3.49 million, Zhongshan Public Utilities with 6.48 million, and Xuelang Environment with 4.99 million [1] - The stocks that experienced the largest declines included Huakang Clean (−5.97%), Wanbangda (−0.64%), and Zhonggang International (−0.47%) [1] - The overall market sentiment in the medical waste treatment sector appears positive, with significant capital inflow into several key stocks [1]

Core Insights - Donghua Technology reported a revenue of 4,783,647,091.7 yuan for the first half of 2025, representing a year-on-year growth of 9.29% [4] - The net profit attributable to shareholders was 240,233,525.49 yuan, an increase of 14.64% compared to the same period last year [4] - The net profit after deducting non-recurring gains and losses was 232,334,810.49 yuan, showing a significant growth of 31.48% year-on-year [4] Financial Performance - Total assets as of the end of the first half amounted to 16,727,370,408.27 yuan, reflecting a year-on-year increase of 3.89% [4] - Shareholders' equity attributable to the company was 4,492,951,554.58 yuan, up by 3.22% year-on-year [4] - Basic earnings per share stood at 0.3395 yuan per share [4] Revenue Growth Drivers - The increase in revenue was primarily due to the steady advancement of production and operations, with ongoing construction projects progressing as planned, leading to higher revenue recognition in line with contract performance [4] - The growth in net profit was attributed to overall revenue increase and the company's enhanced project management, which included comprehensive implementation of project responsibility cost control, resulting in improved overall gross profit margins [4]

Core Insights - Donghua Technology reported a total operating revenue of 4.79 billion yuan for the first half of 2025, representing a year-on-year increase of 9.29% [2][3] - The net profit attributable to shareholders reached 240 million yuan, up 14.64% compared to the same period last year [2][4] - The net profit after deducting non-recurring gains and losses was 232 million yuan, reflecting a significant growth of 31.48% year-on-year [2][3] Financial Performance - Total operating revenue: 4,783,647,091.70 yuan, up from 4,377,131,366.47 yuan, a growth of 9.29% [3] - Operating profit: 289 million yuan, an increase of 18.62% from 244 million yuan [3] - Total profit: 287 million yuan, up 18.05% from 243 million yuan [3] - Basic earnings per share: 0.3395 yuan, a rise of 14.31% from 0.2970 yuan [3] - Weighted average return on equity: 5.37%, slightly up from 5.09% [3] Asset and Equity Position - Total assets at the end of the reporting period were 16.73 billion yuan, an increase of 3.89% from the beginning of the period [3] - Shareholders' equity attributable to the parent company was 4.49 billion yuan, up 3.22% from 4.35 billion yuan [3] - Net asset per share attributable to shareholders was 6.35 yuan, an increase of 2.92% from 6.17 yuan [3] Operational Insights - The growth in operating revenue was primarily due to the steady advancement of production and operations, with ongoing construction projects progressing as planned [2][4] - The increase in net profit was attributed to overall revenue growth and enhanced project management, including refined cost control measures leading to improved overall gross margins [4]

国盛证券研报指出，东华科技Q2业绩大幅提速，扣非业绩增速36%表现亮眼。公司2025Q2单季新签订 单59亿元，同比高增42%，其中设计/工程总承包分别新签1.8/57.2亿元，同增165%/40%，高毛利、短周 期设计订单大幅增长，有望在下半年开始贡献业绩，且设计技术服务作为施工前置环节，预示后续相关 工程总承包订单具备较大增长潜力。国内能源需求上行叠加海外能源不确定性提升，提高国内能源自给 率重要性持续凸显，新疆煤化工投资加速趋势明确。公司在手订单充裕，后续有望受益新疆煤化工投资 加速，预计2025-2027年归母净利润分别为4.8/5.5/6.4亿元，同增16%/16%/16%，EPS分别为 0.67/0.78/0.91元/东，当前东价对应PE分别为15/13/11倍，维持"买入"评级。 ...