证券代码：002250 证券简称：联化科技 公告编号：2025-034 联化科技股份有限公司 2024 年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、根据《中华人民共和国公司法》（以下简称"《公司法》"）的规定，联化 科技股份有限公司（以下简称"公司"）回购专用证券账户持有的11,459,900股不 享有参与本次权益分派的权利。本次权益分派方案为：以公司现有总股本剔除已 回购股份11,459,900股后的899,873,217股为基数，向全体股东每10股派0.20元（含 税）。 2、根据2024年度权益分派方案，公司本次实际现金分红的总金额=实际参与 分配的总股本×分配比例，即17,997,464.34元=899,873,217股/10×0.20元/股。因 公司回购专用证券账户所持股份不参与现金分红，本次权益分派实施后，根据股 票市值不变原则，实施权益分派前后公司总股本保持不变，现金分红总额分摊到 每一股的比例将减小，因此，本次权益分派实施后除权除息价格计算时，每股现 金红利应以0.0197485元/股计算（每股现金红利 ...

Group 1 - The CRO concept sector experienced a decline of 0.53%, ranking among the top declines in concept sectors, with leading decliners including Lianhua Technology, Shengnuo Biology, and Meinuo Pharma [1][2] - Among the 24 stocks that rose, Sichuan Shuangma, Hanyu Pharmaceutical, and Meihao Medical had the highest increases of 3.14%, 1.98%, and 1.75% respectively [1][4] - The CRO concept sector saw a net outflow of 863 million yuan from major funds, with 47 stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - Lianhua Technology had the largest net outflow of major funds at 436 million yuan, followed by Ruizhi Pharmaceutical, WuXi AppTec, and Meinuo Pharma with outflows of 85 million yuan, 75 million yuan, and 48 million yuan respectively [2][3] - The stocks with the highest net inflows included Hanyu Pharmaceutical, Kailai Ying, and Sichuan Shuangma, with inflows of 37 million yuan, 17 million yuan, and 11 million yuan respectively [2][4] - The trading volume for Lianhua Technology was notably high at 21.98%, indicating significant trading activity despite the decline [3]

资金流向方面，今日该股主力资金净流出3.96亿元，其中，特大单净流出3.05亿元，大单资金净流出 9058.53万元。近5日主力资金净流出3.89亿元。 融资融券数据显示，该股最新（6月17日）两融余额为7.84亿元，其中，融资余额为7.82亿元，融券余额 为215.46万元。近5日融资余额合计增加1.06亿元，增幅为15.62%，融券余额合计减少16.90万元，降幅 7.27%。（数据宝） 联化科技今日跌停，全天换手率20.81%，成交额23.35亿元，振幅13.87%。龙虎榜数据显示，深股通净 买入882.77万元，营业部席位合计净卖出1.52亿元。 深交所公开信息显示，当日该股因日跌幅偏离值达-10.03%上榜，深股通净买入882.77万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.79亿元，其中，买入成交额为1.18亿 元，卖出成交额为2.61亿元，合计净卖出1.43亿元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第四大卖出营业部，买入金额为 3116.02万元，卖出金额为2233.25万元，合计净买入882.77万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平 ...

Group 1 - The core viewpoint of the article highlights a significant decline in pesticide stocks, with specific companies like Sulih Holdings and Lianhua Technology experiencing a trading halt due to a drop in share prices [1] - The article notes that several other companies in the pesticide sector, including Guangkang Biochemical, Meibang Co., Taihe Co., and Lanfeng Biochemical, saw their stock prices fall by over 5% [1] - Additional companies such as Zhongqi Co. and Hailier also experienced declines, indicating a broader trend of falling stock prices within the pesticide industry [1]

Group 1 - The CRO concept sector experienced a decline of 1.65%, ranking among the top declines in the concept sector, with notable declines from companies such as Saint Noble Bio, Meinohua, and Ruizhi Medicine [1][2] - Among the CRO concept stocks, 10 stocks saw price increases, with Wanbang Pharmaceutical, Puni Testing, and Huace Testing leading the gains at 6.96%, 3.37%, and 2.25% respectively [1][2] - The CRO concept sector faced a net outflow of 1.109 billion yuan in main funds, with 48 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was WuXi AppTec, with a net outflow of 337 million yuan, followed by Lianhua Technology, Ruizhi Medicine, and Kailai Ying with net outflows of 136 million yuan, 105 million yuan, and 86 million yuan respectively [2][3] - The stocks with the highest net inflow included Huace Testing, Dongcheng Pharmaceutical, and Jinshi Yao, with net inflows of 29.24 million yuan, 23.51 million yuan, and 15.25 million yuan respectively [2][4] - The overall market sentiment reflected a mixed performance across various concept sectors, with brain-computer interface leading the gains at 6.63% while the CRO concept lagged behind [2][4]

Group 1: Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, a decrease of 159.9 billion yuan compared to the previous trading day [2] - Sectors such as rare earth permanent magnets, gaming, automotive parts, and securities saw significant gains, while sectors like controllable nuclear fusion, biological vaccines, communication services, and beverage manufacturing experienced declines [2] Group 2: Notable Stocks - Yiming Pharmaceutical (002826) achieved a limit-up of 9.99%, marking its sixth consecutive trading day of gains, driven by a change in control and diabetes generic drugs [1][2] - Wukuyatu (002878) rose by 9.98%, with a total of five gains over nine days, attributed to digital cultural assets and IP culture [1][2] - Aonlikang (002940) also increased by 9.98%, with seven gains over the past seven days, focusing on innovative drugs and generics [1][2] - Jinying Co. (600232) hit a limit-up of 10.00%, supported by injection molding machines, textile machinery, and lithium batteries, achieving four consecutive gains [1][2] - Chutianlong (003040) saw a limit-up of 10.03%, driven by digital RMB and cross-border payments, with three gains over four days [1][2] Group 3: Institutional Activity - The top three net purchases on the Dragon and Tiger list were from Limin Co. (002734), Chutianlong (003040), and Aonlikang (002940), with net purchases of 166 million yuan, 149 million yuan, and 91.69 million yuan respectively [4] - The top three net sales were from Lianhua Technology (002250), Baili Electric (600468), and Zhi De Co. (603333), with net sales of 289 million yuan, 209 million yuan, and 169 million yuan respectively [5] Group 4: Company Highlights - Limin Co. reported a revenue of 1.211 billion yuan for Q1 2025, a year-on-year increase of 22.28%, with a net profit of 108 million yuan, marking a turnaround due to strong demand and price increases [10] - Aonlikang focuses on innovative drugs and generics, with a recent trading volume of 1.393 billion yuan and a net institutional purchase of 235 million yuan [11][15] - Chutianlong is actively developing a digital RMB smart contract platform, collaborating with multiple organizations to provide integrated solutions for various scenarios [18]

Core Viewpoint - Lianhua Technology (联化科技) experienced a significant stock price drop after a period of rapid increase, with a trading halt on June 11, 2023, closing at 13.32 yuan, following a peak increase of over 124% in the previous weeks [2][4]. Group 1: Stock Performance - On June 11, Lianhua Technology's stock hit the daily limit down, with a trading volume of 22.09 million hands and a transaction value of 3.08 billion yuan, including over 650,000 hands traded at the limit down price [2]. - From May 28 to June 10, the stock recorded six limit up days out of nine trading days, indicating high volatility and investor interest [2]. Group 2: Company Operations - Lianhua Technology confirmed that there were no undisclosed significant matters affecting stock trading, and its production and operational conditions remain normal [2][4]. - The company operates under a CDMO model for producing advanced intermediates for chlorantraniliprole, maintaining a long-term partnership with its client, but has not received any notifications regarding increased product demand [4]. Group 3: Financial Performance - For the fiscal years 2022 to 2024, Lianhua Technology reported revenues of 7.865 billion yuan, 6.442 billion yuan, and 5.677 billion yuan, with net profits of 697 million yuan, -465 million yuan, and 103 million yuan respectively [4]. - In Q1 2025, the company achieved a revenue of 1.51 billion yuan, a year-on-year increase of 3.02%, and a net profit of 49.72 million yuan, reflecting a substantial year-on-year growth of 1747.04% [6]. Group 4: Business Segments - The improvement in Q1 2025 was attributed to the recovery of gross margins in the plant protection segment and steady development in the pharmaceutical segment, along with gains from foreign exchange [7]. - Despite the positive performance, the company faces challenges in the competitive new energy market, which has put pressure on its financial results due to depreciation of fixed assets [7].

Group 1 - The non-bank financial sector saw a net inflow of over 38 billion yuan, indicating strong investor interest [1][2] - The securities and transportation equipment sectors also experienced significant net inflows of 32.65 billion yuan and 29.20 billion yuan, respectively [2] - In contrast, the pharmaceutical, basic chemicals, and new energy sectors faced substantial net outflows, with pharmaceuticals leading at -28.82 billion yuan [2] Group 2 - The top stock by net inflow was N影石, attracting 17.03 billion yuan, with a net inflow rate of 49.54% [3] - Other notable stocks with significant net inflows included 东方财富 (6.37 billion yuan), 比亚迪 (6.34 billion yuan), and 兴业证券 (6.01 billion yuan) [3] - On the sell side, 联化科技 experienced the highest net outflow at -8.61 billion yuan, followed by 中科曙光 (-7.23 billion yuan) and 乐山电力 (-3.66 billion yuan) [4]

Group 1: Industry Performance - The petrochemical and chemical indices showed nearly all positive performance last week, with the chemical raw materials index rising by 2.17%, the chemical machinery index increasing by 1.28%, the chemical pharmaceuticals index up by 0.45%, and the pesticide and fertilizer index climbing by 3.93% [1] - In the oil sector, the oil processing index decreased by 0.34%, while the oil extraction index rose by 2.37% and the oil trading index increased by 0.37% [1] Group 2: Commodity Prices - International crude oil prices experienced an overall increase due to multiple favorable factors, with WTI crude oil futures settling at $64.58 per barrel, up 6.23% from May 30, and Brent crude oil futures settling at $66.47 per barrel, up 4.02% from May 30 [1] - The top five petrochemical products with the highest price increases included liquid chlorine up by 11.83%, US light crude oil up by 6.23%, hydrochloric acid up by 4.62%, Brent crude oil up by 4.02%, and acrylic acid ester up by 2.48% [1] - The top five petrochemical products with the largest price declines included high hydrogen silicone oil down by 11.11%, vitamin E down by 8.51%, adipic acid down by 7.50%, organic silicon D4 down by 7.41%, and 2% biotin down by 6.90% [1] Group 3: Capital Market Performance - In the capital market, the top five listed chemical companies in terms of stock price increase were Lianhua Technology up by 39.13%, *ST Dazhi up by 28.99%, Zhongyida up by 22.51%, Suli Co. up by 21.56%, and Weike Technology up by 19.86% [2] - The bottom five listed chemical companies in terms of stock price decline were Hengtian Hailong down by 15.91%, Suzhou Longjie down by 12.58%, Wanlang Magnetic Plastic down by 8.66%, Suqian Liansheng down by 8.31%, and Lafang Cosmetics down by 8.06% [2]

Core Viewpoint - The stock price of Lianhua Technology (002250.SZ) has surged significantly due to a supply-demand shock in the chlorantraniliprole market following an explosion at Youdao Chemical, which has led to a price increase in related products [1][2][4]. Group 1: Stock Performance - Lianhua Technology's stock has recorded a remarkable increase, with a rise of 5.11% on June 10, and a cumulative increase of 126% over the last 10 trading days, marked by "10 days 6 boards" [1][4]. - The stock began its upward trend on May 27, coinciding with the explosion at Youdao Chemical, which caused a significant supply reduction in chlorantraniliprole intermediates [3][4]. Group 2: Industry Impact - The explosion at Youdao Chemical, which has a production capacity of 11,000 tons for chlorantraniliprole, has led to a sharp decrease in the supply of intermediates, driving up prices for K acid and K amine, which are crucial for the production of chlorantraniliprole [3][4]. - Lianhua Technology operates under a CDMO model, providing high-end intermediates for chlorantraniliprole, and is positioned to potentially become a sole supplier of K amine in the short term, gaining market pricing power [4][5]. Group 3: Financial Performance - In Q1, Lianhua Technology reported a 3.02% increase in revenue, while net profit surged over 17 times year-on-year, reaching approximately 49.72 million yuan, and the non-recurring net profit increased by over 3 times [1][7]. - For 2024, despite an expected 11.88% decline in revenue to 5.677 billion yuan, the company anticipates a 122.17% increase in net profit to 241 million yuan, recovering from a loss of 465 million yuan in 2023 [6][7]. - The company's revenue from pesticide intermediates and pharmaceutical intermediates for 2024 is projected to be 3.59 billion yuan and 1.285 billion yuan, respectively, accounting for 63.25% and 22.63% of total revenue [7].