关于股票交易异常波动的公告 证券代码：002250 证券简称：联化科技 公告编号：2025-031 联化科技股份有限公司 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。 一、股票交易异常波动的情况介绍 联化科技股份有限公司（以下简称"公司"）股票（证券简称：联化科技， 证券代码：002250）交易价格连续2个交易日内（2025年5月30日、2025年6月3日） 收盘价格涨幅偏离值累计超过20%。根据《深圳证券交易所股票交易规则》相关 规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并问询了公司控 股股东、实际控制人，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司关注到近期公共传媒报道了公司涉及生产氯虫苯甲酰胺的相关内容。 公司目前以CDMO业务模式为客户提供氯虫苯甲酰胺的高级中间体，公司与该 客户是长期合作伙伴关系，产品仅向该客户出售，相关产品定价模式为成本加成， 毛利稳定。截至目前，公司尚未收到该客户关于相关产品需求增加的通知。因此， 相关事项对公司整体影 ...

Group 1 - The stock of Lianhua Technology has hit the daily limit up for four consecutive trading days, with a current price of 10.12 yuan and a turnover rate of 9.18% [2] - During the continuous limit-up period, the stock has accumulated a rise of 46.45% and a cumulative turnover rate of 63.62% [2] - The latest total market capitalization of the A-shares reached 9.223 billion yuan, with a circulating market capitalization of 9.174 billion yuan [2] Group 2 - As of May 30, the margin trading balance for the stock was 415 million yuan, with a financing balance of 414 million yuan, reflecting a decrease of 22.55 million yuan or 5.17% from the previous trading day [2] - Over the past four days, the margin trading balance has increased by 111 million yuan, representing a growth of 36.66% [2] - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation of 20% in the rise over three trading days and a daily deviation of 7% [2] Group 3 - The company's Q1 report indicated total operating revenue of 1.510 billion yuan, a year-on-year increase of 3.02%, and a net profit of 50 million yuan, a significant year-on-year increase of 1747.04% [2] - The stock's daily performance data shows varying rates of increase and turnover, with notable net inflows of capital on specific days [2]

Investment Rating - The report maintains a "Buy" rating for specific companies in the agricultural chemicals sector, including Yangnong Chemical and Runfeng Co., while recommending "Hold" for others like Haier and Guangxin Co. [20] Core Insights - The recent explosion incident has tightened the supply-demand dynamics for K-amine and other intermediates, which is expected to accelerate the recovery of the pesticide industry and potentially drive up nitrocellulose prices [5][12] - The agricultural chemicals sector is gradually returning to rationality, with high-priced inventories being depleted and procurement demand recovering, although supply-side pressures remain [5][12] - The report highlights the potential for stricter safety and environmental regulations following the recent incidents, which could further enhance the agricultural chemicals industry's cyclical recovery [5][12] Industry Dynamics - Current macroeconomic judgments indicate that oil prices are under pressure due to geopolitical factors and OPEC+ production increases, while coal prices are expected to decline in the medium to long term [6] - The chemical industry is experiencing a gradual recovery in PPI, with April's chemical industry PPI showing a year-on-year decline of 3.2% [8] - The report notes that the recent explosion at a chemical facility has led to increased prices for K-amine and related products, with recommendations to focus on companies like Hongyang and Lier Chemical [5][12] Chemical Product Prices and Trends - The report provides detailed pricing trends for various chemical products, including a stable price for urea at 1830 RMB/ton and fluctuations in pesticide prices, with some herbicides seeing price increases [12][22] - The report indicates that the price of nitrocellulose has risen significantly, with export prices increasing from 2.06 USD/kg in October 2021 to 4.75 USD/kg in April 2025 [5][12] Company Recommendations - Specific companies are highlighted for investment based on their market positions and growth potential, including Yangnong Chemical, Runfeng Co., and others in the agricultural chemicals sector [20] - The report suggests monitoring companies with mature nitrochemical processes, such as Yangnong Chemical and Guangxin Co., due to expected regulatory changes [5][12]

Core Viewpoint - Lianhua Technology experienced a significant increase in stock price, reaching the daily limit with a turnover rate of 22.45% and a transaction volume of 1.838 billion yuan, indicating strong market interest and activity [2]. Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a price deviation of 11.06%, with net selling from the Shenzhen Stock Connect amounting to 15,900 yuan [2]. - The top five trading departments accounted for a total transaction volume of 447 million yuan, with buying amounting to 216 million yuan and selling at 231 million yuan, resulting in a net selling of 14.7268 million yuan [2]. - The second largest buying and selling department was the Shenzhen Stock Connect, with buying and selling amounts of 53.9184 million yuan and 53.9343 million yuan respectively, leading to a net selling of 15,900 yuan [2]. Capital Flow - The stock saw a net inflow of 62.8563 million yuan from major funds, with a significant inflow of 144 million yuan from large orders, while large orders experienced a net outflow of 808.312 million yuan [2]. - Over the past five days, the net inflow of major funds totaled 399 million yuan [2]. Margin Trading Data - As of May 29, the margin trading balance for the stock was 438 million yuan, with a financing balance of 436 million yuan and a securities lending balance of 1.3577 million yuan [2]. - In the last five days, the financing balance increased by 120 million yuan, representing a growth of 38.06%, while the securities lending balance rose by 1.1545 million yuan, showing a significant increase of 568.16% [2].

Group 1 - The A-share pesticide sector experienced a short-term surge, with Lianhua Technology hitting the daily limit, indicating strong investor interest [1] - Guangkang Biochemical rose over 10%, reflecting positive market sentiment towards the sector [1] - Other companies such as Zhongnong United, Hunan Haili, Guoguang Co., Jiangshan Co., and Runfeng Co. also saw significant gains, suggesting a broader rally in the pesticide industry [1]

Group 1 - The pesticide sector experienced a short-term surge, with Lianhua Technology (002250) hitting the daily limit, and Guangkang Biochemical (300804) rising over 10% [1] - Other companies in the sector, including Zhongnong United (003042), Hunan Haili (600731), Guoguang Co., Ltd. (002749), Jiangshan Co., Ltd. (600389), and Runfeng Co., Ltd. (301035), also saw increases [1] - There is a disclosure of dark pool fund flows, indicating signals for early detection of major shareholders' stock accumulation [1]

Core Viewpoint - The stock of Lianhua Technology has experienced a significant surge, achieving three consecutive daily limit-ups, with a total increase of 33.14% during this period [2] Stock Performance - As of 11:00, the stock price reached 9.20 yuan, with a turnover rate of 21.36% and a trading volume of 194 million shares, amounting to a transaction value of 1.746 billion yuan [2] - The stock's total market capitalization in the A-share market is 8.384 billion yuan, with a circulating market capitalization of 8.340 billion yuan [2] Margin Trading Data - As of May 29, the margin trading balance for the stock is 438 million yuan, with a financing balance of 436 million yuan, reflecting a decrease of 1.808 million yuan or 0.41% from the previous trading day [2] - Over the past three days, the margin trading balance has increased by 134 million yuan, representing a growth of 44.11% [2] Institutional Activity - The stock has appeared on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days and a daily price deviation of 7% [2] - Among the leading trading firms, institutional investors have net sold 1.6305 million yuan, while the Shenzhen Stock Connect has recorded a cumulative net sell of 8.0561 million yuan, with total net buying from brokerage seats amounting to 132 million yuan [2] Financial Performance - In the first quarter, the company reported total operating revenue of 1.510 billion yuan, marking a year-on-year increase of 3.02% [2] - The net profit for the same period was 50 million yuan, showing a remarkable year-on-year growth of 1747.04% [2]

智通财经5月30日电，创新药概念股盘中持续走强，万邦德、康弘药业、千红制药、华森制药、哈三 联、联化科技、海南海药、华纳药厂、睿智医药等10余股涨停，舒泰神、科兴制药、冠昊生物等涨超 10%。 创新药概念股持续走高 万邦德等10余股涨停 ...

Market Overview - Uncertainty over tariff outlook suppresses rebound in US stocks, with major indices closing higher: Dow Jones up 0.28%, S&P 500 up 0.4%, and Nasdaq up 0.39% [1] - Nvidia shares rise over 3% post-earnings, while Best Buy falls over 7%, C3.ai surges nearly 21%, and Dell sees a post-market increase of over 5% [1] - Chinese concept stocks index rises over 1%, ending a seven-day decline, with notable gains in stocks like Aiyu Holdings up 7.81%, JD.com up 4.31%, and Xpeng up 3.98% [1] Corporate Actions - Huang Renxun plans to sell up to 6 million shares of Nvidia, valued at over $800 million, significantly exceeding previous sales [3] - Dell Technologies reports AI server orders exceeding expectations, with a bright revenue outlook [4] Domestic Developments - The Central Committee and State Council issue opinions to enhance the market-oriented allocation of resource and environmental factors, encouraging the expansion of pollutant discharge rights trading [5] - The launch of the Hongdao operating system marks a significant advancement in China's foundational software for intelligent robots, supporting the autonomy of domestic robot operating systems [5] Industry Insights - The Ministry of Commerce and other departments release key enterprises and projects for national cultural exports for 2025-2026 [6] - Zhejiang issues implementation opinions to promote the innovative development of intelligent computing cloud, aiming for a scale of 60 EFlops by 2027 [7] - The establishment of a pilot base for embodied intelligence by Yushun Technology and Hangzhou Data Group [9] Stock Market Trends - Recent analysis indicates a market recovery with major indices and stocks showing upward movement after a period of adjustment, with a focus on technology, finance, and new consumption sectors [11] - The feed industry sees price increases of 50-100 yuan per ton due to rising corn prices, with expectations of continued upward trends in corn prices [12] - The carbon neutrality initiative aims to establish a market-oriented trading system for carbon emissions, water usage, and pollutant discharge by 2027, enhancing market activity and price formation mechanisms [13] New Initiatives - Douyin Group establishes a short drama copyright center to enhance copyright management and support quality production [14] - Zhiyuan Robotics announces its humanoid robot has received multiple certifications, marking a significant achievement in safety and technology standards [15][16] Upcoming IPOs - Yingshi Innovation plans to issue shares on the Sci-Tech Innovation Board at a price of 47.27 yuan per share, requiring a minimum market value of 65,000 yuan for top-tier subscriptions [17] Company Announcements - Guangyang Co. terminates the acquisition of 100% equity in Yinjing Technology, leading to stock resumption [18] - Shuanglin Co. plans to raise no more than 1.5 billion yuan for the industrialization of roller screw and joint modules [18] - Yuntian Lifa's DeepEdge10 chip has achieved commercialization in robotics and servers [18]

Group 1 - The company's stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days (May 27, 28, and 29, 2025) [1] - The company operates under a CDMO business model, providing advanced intermediates of chlorantraniliprole to a long-term partner, with no notification of increased demand from this customer [1] - The company has not identified any significant undisclosed information in public media that could have impacted its stock price [1] Group 2 - The board confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange listing rules, nor any related negotiations or agreements [2] - The company has not found any need to correct or supplement previously disclosed information [2]