截至2025年8月5日15时，北化股份股价报17.63元，较前一交易日上涨0.11元，涨幅0.63%。盘中最高触 及17.85元，最低17.36元，成交额7.13亿元，换手率7.38%。 风险提示：市场有风险，投资需谨慎。 资金流向方面，8月5日主力资金净流出3573.78万元，近五日累计净流出603.29万元。 北化股份主营业务涵盖化学制品领域，涉及核污染防治、空间站概念等。公司预计2025年上半年净利润 为9800万元至1.11亿元，同比增长182.72%至220.23%。 ...

金融界消息 截至2025年8月4日收盘，北化股份（002246）报收于17.52元，上涨4.41%，换手率9.29%， 成交量51.02万手，成交金额8.81亿元。 资金流向方面，今日主力资金净流入1.51亿元，占比成交额17.19%。其中，超大单净流入4601.54万 元、占成交额5.23%，大单净流入1.05亿元、占成交额11.97%，中单净流出流入4429.32万元、占成交额 5.03%，小单净流出19569.71万元、占成交额22.22%。 通过天眼查大数据分析，北方化学工业股份有限公司共对外投资了3家企业，参与招投标项目4358次， 知识产权方面有商标信息7条，专利信息280条，此外企业还拥有行政许可168个。 来源：金融界 北化股份最新一期业绩显示，截至2025一季报，公司营业总收入4.44亿元、同比增长49.50%，归属净利 润2950.79万元，同比增长365.32%，扣非净利润2371.29万元，同比增长219.30%，流动比率2.243、速动 比率1.973、资产负债率33.78%。 天眼查商业履历信息显示，北方化学工业股份有限公司，成立于2002年，位于泸州市，是一家以从事化 学原料和化 ...

北化股份最新一期业绩显示，截至2025一季报，公司营业总收入4.44亿元、同比增长49.50%，归属净利 润2950.79万元，同比增长365.32%，扣非净利润2371.29万元，同比增长219.30%，流动比率2.243、速动 比率1.973、资产负债率33.78%。 天眼查商业履历信息显示，北方化学工业股份有限公司，成立于2002年，位于泸州市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本54903.4794万人民币，实缴资本54900.4794万人民 币。公司法定代表人为杨和成。 金融界消息 截至2025年8月1日收盘，北化股份（002246）报收于16.78元，下跌0.89%，换手率3.77%， 成交量20.70万手，成交金额3.47亿元。 资金流向方面，今日主力资金净流出2922.40万元，占比成交额8.42%。其中，超大单净流出2072.37万 元、占成交额5.97%，大单净流出850.03万元、占成交额2.45%，中单净流出流入453.15万元、占成交额 1.31%，小单净流入2469.26万元、占成交额7.11%。 通过天眼查大数据分析，北方化学工业股份有限公司共对外投资了 ...

风险提示：股市有风险，投资需谨慎。 北化股份7月31日收盘价为16.93元，较前一交易日下跌0.88%。当日成交量为286129手，成交金额达 4.89亿元，换手率为5.21%。 该公司主营业务为硝化棉系列产品的生产销售，产品广泛应用于涂料、油墨等领域。北化股份在互动平 台回应投资者称，公司不生产TDI产品，但参股公司广州北化有相关贸易业务。同时公司表示，硝化棉 产品执行"一户一策"的定价机制，产品价格随行就市。 7月31日数据显示，北化股份主力资金净流入1731.48万元，占流通市值的0.19%。 ...

证券日报网讯北化股份（002246）7月31日在互动平台回答投资者提问时表示，公司硝化棉产品市场执 行"一户一策"机制，产品价格随行就市。 ...

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the military industry and new materials sector, particularly highlighting the shipbuilding and low-cost ammunition segments [1][2]. Core Insights and Arguments - **Shipbuilding Sector Performance**: Companies like China Shipbuilding, China Power, China Ship Defense, and China Heavy Industry reported significant profit increases in the first half of the year, with China Shipbuilding's net profit reaching between 2.8 billion to 3.1 billion yuan, a year-on-year growth of 98% to 119% [3]. - **Low-Cost Ammunition Sector**: The low-cost ammunition segment is experiencing high demand, with upstream, midstream, and downstream companies showing substantial profit growth. For instance, Beihua Co. reported a net profit of 98 million to 110 million yuan, a year-on-year increase of 182% to 220% [6]. - **Future Growth Drivers**: The military industry is expected to grow due to domestic smart battlefield needs, military trade demand, and broader military-related requirements, including low-altitude economy and commercial aerospace [7]. Additional Important Content - **Commercial Aerospace Developments**: The National Space Administration has initiated measures to enhance quality supervision of commercial aerospace projects, indicating a shift towards proactive governance in the industry [10][12]. - **Low Altitude Economy Initiatives**: Chengdu has established a future industry fund exceeding 100 billion yuan to support low-altitude economic development, including flying cars [13]. - **Additive Manufacturing Innovations**: Recent advancements in additive manufacturing technologies are expanding applications from metals to composites, with significant investments in core technology development [14]. - **Commercial Launch Services**: A recent tender for launch services worth 1.336 billion yuan indicates a growing role for private commercial rockets in the aerospace sector [9]. Conclusion - The military and aerospace industries are poised for growth driven by technological advancements and increasing domestic and international demand. The focus on quality management and innovation will be crucial for sustaining this growth trajectory.

证券代码：002246 证券简称：北化股份 公告编号：2025-036 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道对公司股票交易价格产生较大影响的未公开重大 信息。 3、公司近期经营情况正常，内外部经营环境未发生重大变化。 4、公司及公司控股股东、实际控制人不存在关于公司应披露而未披露的重大事项， 或处于筹划阶段的重大事项。 北方化学工业股份有限公司 股票交易异常波动公告 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、 误导性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 北方化学工业股份有限公司（以下简称"公司"、"本公司"）股票（股票简称： 北化股份，股票代码：002246）于 2025 年 7 月 23 日、2025 年 7 月 24 日、2025 年 7 月 25 日连续三个交易日内收盘价格跌幅偏离值累计超过 20%，根据深圳证券交易所的 有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票异常波动的情形，公司董事会对有关事项进行了核实，并函询了公 司控股股东及实际控制人，现就有关情况说明如下： 2、公司已 ...

New Stock Issuance - New stock issued by Dingjia Precision at a price of 11.16 on July 22, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] - ST Zitian and other companies have also announced new stock issuances[1] Market Alerts - Significant abnormal fluctuations reported for several stocks including Guangshengtang and Huayin Power[1] - Multiple companies have disclosed announcements regarding stock performance and market activities[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring[1]

Market Overview - A total of 78 stocks hit the daily limit up, with 54 stocks achieving consecutive limit ups, and 10 stocks failed to close at the limit, resulting in a limit-up rate of 89% (excluding ST and delisted stocks) [1] - The focus stock, Aowei New Materials, achieved a record of 10 consecutive limit ups, setting a new record for "20cm" stocks in A-shares [1] - Infrastructure-related stocks continued to perform well, with Liugang Co. achieving 10 limit ups in 16 days and Sifang New Materials achieving 7 limit ups in 12 days [1] Key Stocks and Their Performance - Aowei New Materials: 10 consecutive limit ups, 20.00% increase [24] - Liugang Co.: 10 limit ups in 16 days, 9.94% increase [26] - Sifang New Materials: 7 limit ups in 12 days, 10.02% increase [26] - Beihua Co.: 4 consecutive limit ups, 10.02% increase [14] - Meibang Co.: 4 consecutive limit ups, 10.00% increase [14] Sector Performance - The "Super Hydropower" sector saw significant activity, with multiple stocks achieving limit ups due to the announcement of a 1.2 trillion yuan investment in hydropower projects [5][9] - The "Shield Machine" sector also performed well, with several stocks hitting limit ups, attributed to the same investment announcement [6][7] - The "Water Conservancy" sector showed strong performance, with stocks like Sanhe Pipe Pile and Hanjian Heshan achieving limit ups [8] Investment Themes - The announcement of the 1.2 trillion yuan investment in hydropower projects is driving interest and investment in related sectors, including construction, materials, and machinery [5][9][15] - Geopolitical tensions are expected to boost the valuation of domestic defense and military companies, as noted by analysts [13]