（文章来源：每日经济新闻） 联化科技（002250.SZ）9月9日在投资者互动平台表示，您好，公司新能源电池的LiFSI（双氟磺酰亚胺 锂）的产能规划为折固1万吨/年，目前以液态方式进行供货。 每经AI快讯，有投资者在投资者互动平台提问：贵公司LiFSI产能多大？能够满足固态电池电解液的要 求吗？ ...

联化科技（002250.SZ）9月9日在投资者互动平台表示，公司新能源电池的LiFSI（双氟磺酰亚胺锂）的 产能规划为折固1万吨/年，正极材料为定制加工产品，具体数据不方便披露。 每经AI快讯，有投资者在投资者互动平台提问：请问公司新能源电池的LiFSI（双氟磺酰亚胺锂）和正 极材料规划产能多少，已投产多少？ （文章来源：每日经济新闻） ...

格隆汇9月5日丨联化科技(002250.SZ)在互动平台表示，经过前期积累，目前公司已实现电解液产品的 稳定供应，并逐步提升产量。在此基础上，公司新能源系列产品包括电解质主盐产品、正极材料等均实 现稳定的商业化交付。公司一直坚信新能源行业是发展长远，市场规模较大的行业，这一行业与公司的 价值观和自身能力有极高的契合度，公司相信凭借公司自身的能力积累能够最终在这一行业中获得竞争 优势。 ...

Group 1 - The stock price of Lianhua Technology increased by 2.06% on September 5, reaching 10.90 CNY per share, with a trading volume of 252 million CNY and a turnover rate of 2.59%, resulting in a total market capitalization of 9.934 billion CNY [1] - Year-to-date, Lianhua Technology's stock price has risen by 98.54%, with a recent decline of 4.22% over the last five trading days and a 10.10% increase over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" nine times this year, with the most recent appearance on June 25, where it recorded a net buy of -46.854 million CNY [1] Group 2 - Lianhua Technology, established on September 14, 1998, and listed on June 19, 2008, operates in three main sectors: pesticides, pharmaceuticals, and functional chemicals, with pesticide revenue accounting for 54.03% of total income [2] - As of June 30, 2025, Lianhua Technology reported a revenue of 3.150 billion CNY, representing a year-on-year growth of 5.76%, and a net profit of 224 million CNY, showing a significant increase of 1481.94% [2] - The company has distributed a total of 960 million CNY in dividends since its A-share listing, with 129 million CNY distributed in the last three years [3] Group 3 - As of June 30, 2025, the number of shareholders in Lianhua Technology increased to 72,300, up by 88.92%, while the average circulating shares per person decreased by 47.07% to 12,533 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 40.3583 million shares, an increase of 21.3384 million shares compared to the previous period [3]

调研纪要：2025年上半年公司利润大幅增长，主要得益于降本增效、植保业务产能提升、产品结构优化 及医药业务集中发货，叠加汇兑收益增加。医药板块坚持大客户战略，拓展国内外优质客户，业务覆盖 持续扩大。英国子公司产能利用率提升，叠加汇兑收益，经营改善明显。新能源业务已实现电解液、电 解质主盐、正极材料的稳定商业化交付，2025年营收有望突破。公司关注固态电池等前沿技术，积极匹 配客户需求。面对印度竞争企业，公司认为中国在供应链、环保和知识产权保护方面具备优势，有信心 保持竞争力。 2）聚光科技 （弘尚资产参与公司电话会议调研） 调研纪要：公司认为存量PPP政策影响积极，正与政府沟通落实；7-8月回款趋势略优于上半年，实验室 仪器回款较好，环保板块压力仍大，后续将全力冲刺。公司已发布1亿-1.5亿回购方案，未来拟用于股 权激励或员工持股计划。市场需求总体无大变化，部分大项目采购或推迟至四季度；国产替代政策 以"首台套"和"两重两新"为主，暂无新政策。"首台套"政策知晓度提升，落地正推进，预计四季度有表 现。国产高端仪器在复杂场景适配性和方法验证上仍有差距，需时间积累。核心零部件可国产自制，成 本随规模和工艺提升有下 ...

Core Viewpoint - Lianhua Technology (002250) has experienced significant profit growth in the first half of 2025, driven by cost reduction, operational efficiency improvements, and favorable exchange rate gains [1] Group 1: Profit Growth Reasons - The company's profit in the first half of 2025 increased significantly compared to the same period last year due to continuous cost reduction and efficiency enhancement [1] - The utilization rate of the plant protection business improved, and the product structure was adjusted, leading to an increase in gross margin [1] - The pharmaceutical business saw notable growth due to concentrated shipments and substantial exchange rate gains [1] Group 2: Pharmaceutical Business Developments - The pharmaceutical business growth is attributed to a focus on major clients, with partnerships established with several leading global pharmaceutical companies [1] - The company is actively expanding its client base, particularly targeting strategic and high-viscosity clients [1] - Collaborations have been established with a number of high-quality domestic and international clients [1] Group 3: Plant Protection Business Factors - The company follows a customer-centric strategy, providing a stable supply chain, comprehensive product delivery capabilities, and high-quality services [1] - The UK subsidiary improved its capacity utilization and operational performance in the first half of the year [1] - The UK subsidiary also achieved significant exchange rate gains, enhancing overall performance [1] Group 4: New Energy Project Progress - The company has achieved stable supply and gradual production increases for electrolyte products [1] - New energy products, including main salt products and cathode materials, have achieved stable commercial delivery [1] - The company anticipates that revenue from the new energy business will exceed expectations in 2025 [1] Group 5: Solid-State Battery Strategy - The company is actively monitoring industry trends and developing products in response to customer needs [1] - There is a focus on optimizing services and technology to reduce costs and promote innovation [1] Group 6: Competitive Landscape in India - Indian companies have entered the CDMO field, primarily focusing on generic drug supply chains, with unclear competitiveness in patented drugs [1] - While India has advantages in compliance and labor costs, China possesses a more comprehensive supply chain and a mature waste treatment system [1] - The company believes that maintaining its competitive edge will allow it to sustain market share and profitability despite emerging competitors [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600331 | 宏达股份 | 9.95 | -8.13% | 82.89万 | 8.49 Z | | 002942 | 新农股份 | 18.84 | -5.23% | 9.58万 | 1.82亿 | | 603395 | 红四方 | 37.20 | -4.69% | 8.70万 | 3.30亿 | | 920819 | 颖泰生物 | 4.41 | -4.55% | - 23.40万 | 1.05亿 | | 002250 | 联化科技 | 10.90 | -3.80% | 65.42万 | 7.28 Z | | 300387 | 富邦科技 | 9.08 | -3.51% | 7.67万 | 7070.19万 | | 600470 | 六国化工 | 5.61 | -3.44% | 12.38万 | 7039.01万 | | 003042 | 中农联合 | 16.20 | -3.28% | 3.50万 | 5755.81万 | | 301035 | 润 ...

联化科技股份有限公司投资者关系活动记录表 公司新能源业务跟随客户需求，积极关注行业前沿产品开 发情况，结合公司自身能力，做好产品规划，优化服务及技术， 降低成本，促进创新，以期未来。 3、今年公司英国子公司的生产经营情况有很大改善，主要原 因有哪些？ 公司一直坚持紧跟客户战略，为客户提供更稳定的供应 链、更完整的产品体系交付能力及更优质的服务。公司积极开 拓客户，引进新的产品，英国子公司上半年度产能利用率提升， 经营情况得到一定的改善。同时，上半年度英国子公司实现了 较大的汇兑收益，亦进一步提升了其上半年度的收益表现。 4、目前，公司新能源项目的进展如何？公司对这一业务的展 望情况如何？ 经过前期积累，目前公司已实现电解液产品的稳定供应， 并逐步提升产量。在此基础上，公司新能源系列产品包括电解 质主盐产品、正极材料等均实现稳定的商业化交付。2025 年， 公司新能源业务营业收入有望实现突破。公司一直坚信新能源 行业是发展长远，市场规模较大的行业，这一行业与公司的价 值观和自身能力有极高的契合度，公司相信凭借公司自身的能 力积累能够最终在这一行业中获得竞争优势。 5、公司新能源业务是否有固态电池的布局？如何看待 ...

Market Overview - The agricultural chemical sector experienced a decline of 2.2% on September 2, with Sierte leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Yingtai Biological: Closed at 4.62, up 3.59% with a trading volume of 411,100 shares and a turnover of 188 million [1] - New Agricultural Shares: Closed at 19.88, up 3.11% with a trading volume of 111,800 shares and a turnover of 225 million [1] - Taihe Shares: Closed at 32.07, up 2.66% with a trading volume of 98,100 shares and a turnover of 313 million [1] - Major decliners included: - Sierte: Closed at 5.03, down 7.71% with a trading volume of 714,700 shares and a turnover of 361 million [2] - Xin'an Shares: Closed at 10.71, down 5.56% with a trading volume of 636,200 shares and a turnover of 689 million [2] - Lianhua Technology: Closed at 11.33, down 5.19% with a trading volume of 858,800 shares and a turnover of 989 million [2] Capital Flow - The agricultural chemical sector saw a net outflow of 973 million from institutional investors, while retail investors contributed a net inflow of 728 million [2][3] - Key stocks with significant capital flow included: - Xin'an Shares: Institutional net inflow of 31.48 million, retail net outflow of 37.07 million [3] - New Agricultural Shares: Institutional net inflow of 29.05 million, retail net outflow of 19.80 million [3] - Hong Sifang: Institutional net inflow of 24.48 million, retail net outflow of 29.65 million [3]

9月2日，联化科技跌5.02%，截至发稿，报11.35元/股，成交7.30亿元，换手率6.95%，总市值103.44亿 元。 资料显示，联化科技股份有限公司位于浙江省台州市黄岩区劳动北路总商会大厦17楼，成立日期1998年 9月14日，上市日期2008年6月19日，公司主营业务涉及主营工业业务分为农药、医药和功能化学品三大 板块。农药板块主要从事农药原料药及中间体的生产、销售以及为国际农药企业提供定制生产、研发及 技术服务;医药板块主要从事原料药、中间体的生产、销售以及为国际制药企业提供定制生产、研发及 技术服务;功能化学品板块主要从事精细化学品、功能化学品的生产、销售以及定制生产、研发及技术 服务。主营业务收入构成为：植保54.03%，医药32.32%，功能化学品8.42%，设备与工程服务4.88%， 其他(补充)0.36%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓联化科技。国泰中证2000ETF（561370）二季度持有股数2200 股，占基金净值比例为0.25%，位居第十大重仓股。根据测算，今日浮亏损失约1320元。 国泰中证2000ETF（561370）成立日期2023年9月13日， ...