证券代码：002246 证券简称：北化股份 公告编号：2026-005 北方化学工业股份有限公司 截至本公告之日，2018年—2020年，公司购买理财产品具体情况详见2021年9 月4日的《中国证券报》《证券时报》和巨潮资讯网。2021年，公司购买理财产品 具体情况详见2022年3月4日的《中国证券报》《证券时报》和巨潮资讯网。2022 年，公司购买理财产品具体情况详见2022年12月31日的《中国证券报》《证券时 报》和巨潮资讯网。2023年，公司购买理财产品具体情况详见2024年1月6日的《中 国证券报》《证券时报》和巨潮资讯网。2024年，公司购买理财产品具体情况详 见2024年10月23日的《中国证券报》《证券时报》和巨潮资讯网。2025年，公司 购买理财产品具体情况详见2025年11月18日的《中国证券报》《证券时报》和巨 潮资讯网。2026年，公司购买及赎回理财产品具体情况如下： 三、备查文件 （一）理财产品赎回相关凭证。 特此公告。 关于使用部分闲置募集资金进行现金管理到期赎回的公告 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、误导性陈述或者重大遗漏。 一、使用部分 ...

南财智讯2月24日电，北化股份公告，公司于2026年2月24日赎回在中国建设银行股份有限公司泸州自贸 综保区支行办理的单位大额存单，赎回金额为25600万元，理财期限为2025年11月19日至2026年2月19 日；本次赎回获得理财收益58.25万元；资金将用于募集资金投资项目；不会影响募集资金投资项目进 度和公司正常生产经营。 ...

证券日报网讯2月13日，北化股份（002246）在互动平台回答投资者提问时表示，公司一季度业绩情 况，敬请关注后续披露的季度报告。 ...

证券日报网讯2月13日，北化股份（002246）在互动平台回答投资者提问时表示，截至2026年2月10日， 公司股东户数约为3.6万户。 ...

经济观察网北化股份（002246）于2026年1月28日披露2025年度业绩预告，预计归母净利润为2.2亿元至 2.9亿元，同比扭亏为盈，增幅达877.22%-1124.52%。业绩增长主要因纤维素衍生物和防化环保产业收 入提升及毛利率改善。以预告均值计算，当前市盈率(TTM)约44.91-59.2倍。2025年1-9月公司营收18.35 亿元(+41.09%)，净利润1.88亿元(+504.80%)，显示基本面显著改善。 财报分析 公司股价于1月28日创历史新高23.82元，受业绩预告提振。近期无新增重大公告，但业绩扭亏预期持续 影响市场情绪。所属基础化工板块近7日跌1.00%，个股表现相对抗跌。 机构观点 机构对北化股份评级偏中性，暂无近期调研。3家机构预测2025年净利润2.52亿元(+990.27%)，2026年 净利润3.63亿元(+43.93%)，反映业绩增长预期。估值方面，证券之星指出公司行业内竞争力一般，当 前股价处于合理区间。 以上内容基于公开资料整理，不构成投资建议。 ...

Summary of Key Points from Conference Call Industry Overview - The military trade market is experiencing long-term demand growth due to increased regional conflicts and geopolitical tensions, which are expected to persist over the next 5-10 years [1][4] - Current geopolitical conflicts include the India-Pakistan, Israel-Palestine, Iran, and Russia-Ukraine situations, as well as recent events in Venezuela, indicating unresolved core issues and ongoing tensions [5] Core Insights and Arguments - The absence of a "world police" due to the U.S. focusing on domestic issues under the Trump 2.0 era is leading to heightened insecurity and more regional conflicts, thus driving military trade demand [3][11] - Europe faces ongoing threats from Russia, necessitating increased military spending and autonomy [5] - In the Middle East, the failure of U.S.-Iran negotiations keeps tensions high, while countries like Japan are significantly increasing military budgets [5] - The U.S. is shifting its strategic focus towards South America, making it a new focal point for military trade [5] China's Military Trade Developments - China has made progress in international military trade orders, with potential agreements emerging from events like the Saudi Housing Exhibition [6] - Reports indicate that China has signed procurement agreements with at least six countries, including Pakistan's expected purchase of the HD-1 hypersonic missile and air defense systems [7] - Companies such as Guorui Technology and Gaode Infrared have reported significant increases in related transactions, reflecting a rise in new orders [7] Investment Opportunities - Investors are encouraged to focus on companies with clear military trade order expectations, such as Guangdong Hongda, Hongdu Aviation, Gaode Infrared, Inner Mongolia First Machinery, and AVIC Chengfei [9] - Companies involved in dual-use technologies, like Ruichuang Weina, Beihua Co., Optoelectronics Co., and Zhongrun Optics, are also highlighted for their strong performance [9] - Strategic recommendations include companies like AVIC Shenyang Aircraft, Guorui Technology, Aerospace Nanhua, and AVIC Xifei, which have long-term growth potential [9] Strategic Military Trade Orders - The cycle for strategic military trade orders is lengthy, with significant performance improvements in listed companies expected over time [10] - Long-term investment strategies should consider the gradual replacement of Russian military trade by Chinese products, particularly high-end aircraft and air defense missiles [10] U.S. Military Strategy Characteristics - The Trump 2.0 era is characterized by increased military spending, reaching historical highs, and a focus on asymmetric warfare, including the establishment of a Space Force [12] - The U.S. is exhibiting a trend of strategic withdrawal, with a reduction in large-scale wars but an increase in regional conflicts [12] Middle East Dynamics - The Middle East is characterized by four power centers: Israel, Iran, Turkey, and Arab states, forming three main camps: anti-U.S., pro-U.S., and reformist [13] - Wealthy Middle Eastern countries like Saudi Arabia, UAE, Qatar, and Algeria have significant military budgets and procurement needs, with Egypt also being a key military purchaser [14] Potential Military Trade Demand - Iran, as a central figure in the anti-U.S. camp, faces unresolved core issues with the U.S., while Turkey serves as a major hub for military equipment exports [15] - Potential new military trade demand in the Middle East is expected to focus on complete systems, while Europe will lean towards midstream needs like electronic components and materials [15]

（文章来源：证券日报） 证券日报网讯 2月2日，北化股份在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东户 数约为3.5万户。 ...

证券之星消息，1月29日化学制品板块较上一交易日下跌0.56%，北化股份领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920471 | 美邦科技 | 20.68 | 12.70% | 15.22万 | | 2.94亿 | | 300163 | 先锋新材 | 5.34 | 10.56% | 115.39万 | | 6.16亿 | | 603980 | 吉华集团 | 6.44 | 10.09% | 154.89万 | | 9.54亿 | | 002440 | 国土股份 | 11.83 | 10.05% | 217.16万 | | 24.80亿 | | 600273 | 嘉化能源 | 12.16 | 10.05% | 69.58万 | | 8.34亿 | | 603172 | 万丰股份 | 23.39 | 10.02% | 5.34万 | | 1.20 ...

格隆汇1月29日｜A股市场商业航天股集体回调，其中，北化股份、火炬电子跌停，鸿远电子、通达股 份、坤恒顺维跌超8%，高德红外、顺灏股份跌超7%，九鼎新材、宝钛股份、腾景科技、长盈通、乾照 光电、长光华芯、华丰科技跌超6%。 ...

格隆汇1月28日丨北化股份(002246.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润2.20亿元–2.90亿元；扣除非经常性损益后的净利润1.95亿元–2.65亿元；基本每股收益0.4007元/股– 0.5282元/股。报告期内，公司业绩较上年同期增长的主要原因是纤维素及其衍生物产业、防化及环保 产业两大板块收入同比增长、产品毛利率水平提高。 ...