证券日报网讯 1月23日，联化科技（002250）发布公告称，公司预计2025年度归属于上市公司股东的净 利润盈利35，000.00万元至42，000.00万元，比上年同期增长239.35%至307.22%，上年同期盈利10， 313.90万元。 ...

（文章来源：证券时报网） 证券时报·数据宝统计显示，联化科技今日收于18.02元，上涨2.68%，日换手率为4.01%，成交额为6.42 亿元，近5日上涨3.03%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比65.31%，股价发布当日股价涨停的有9家。预告发布后5日股价上涨的占比79.59%。 资金面上，该股今日主力资金净流出861.03万元，近5日资金净流出4813.58万元。最新（1月22日）两融 余额8.61亿元，其中，融资余额8.60亿元，环比前一交易日下降3.83%，近5日融资余额累计下降 4.67%。（数据宝） 联化科技（002250）1月23日发布2025年业绩预增公告，预计实现净利润为3.50亿元~4.20亿元，净利润 同比增长239.35%~307.22%。 ...

中证智能财讯联化科技（002250）1月23日晚间披露2025年度业绩预告，预计2025年归母净利润3.5亿元至4.2亿元，同比增长239.35%-307.22%；扣非净利润 预计3.3亿元至4.1亿元，同比增长171.87%-237.78%；基本每股收益0.39元/股-0.47元/股。以1月23日收盘价计算，联化科技目前市盈率（TTM）约为38.61 倍-46.33倍，市净率（LF）约2.44倍，市销率（TTM）约2.69倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 6,000 5000 4,000 3,000 2,000 1,000 304.17 0 23. ros of 370 -1,000 2020-12-3- '-12 -> n ○- 行业均值 公司 100 95.88 ହ 90 d 1058 87084 80 70 70-35 60 85 50 40 30 20 15~39 10 0 2020-12-37 -12-37 2n- -〇- 行业均值 必当 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 100 ହି ୨୦ 80 70 70 ...

智通财经APP讯，联化科技(002250.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 3.5亿元至4.2亿元，同比增长239.35%–307.22%;扣除非经常性损益后的净利润3.3亿元至4.1亿元，同比增 长171.87%–237.78%。 2025年度公司整体产能利用率提升，从而增强了公司的盈利能力。 ...

每经AI快讯，1月23日，联化科技(002250.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利 润为3.50亿元~4.20亿元，比上年同期增长239.35%~307.22%。报告期内，公司整体产能利用率提升，叠 加国际汇率波动带来汇兑收益，盈利能力增强。 ...

格隆汇1月23日丨联化科技(002250.SZ)公布，预计2025年归属于上市公司股东的净利润35,000.00万元– 42,000.00万元，比上年同期增长239.35%–307.22%，扣除非经常性损益后的净利润33,000.00万元– 41,000.00万元，比上年同期增长171.87%–237.78%。 1、2025 年度公司整体产能利用率提升，从而增强了公司的盈利能力。2、2025 年度国际汇率波动较 大，公司存在境外子公司，产生了汇兑收益。四、风险提示1、本次业绩预告系公司财务部门初步估算 的结果，公司2025年年度具体财务数据以公司公布的2025年年度报告为准。2、公司将严格依照有关法 律法规的规定和要求，及时做好信息披露工作，敬请广大投资者注意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

人民财讯1月23日电，联化科技(002250)1月23日发布业绩预告，预计2025年归母净利3.5亿元—4.2亿 元，同比增长239.35%—307.22%。2025年度公司整体产能利用率提升，从而增强了公司的盈利能力。 2025年度国际汇率波动较大，公司存在境外子公司，产生了汇兑收益。 转自：证券时报 ...

证券代码：002250 证券简称：联化科技 公告编号：2026-001 联化科技股份有限公司 2025 年度业绩预告 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、误导性陈述或重大遗漏。 本业绩预告未经过注册会计师预审计。公司已就本次业绩预告有关事项与会 计师事务所进行预沟通，公司与会计师事务所在本次业绩预告方面不存在重大分 歧。 三、业绩变动原因说明 1、2025 年度公司整体产能利用率提升，从而增强了公司的盈利能力。 2、2025 年度国际汇率波动较大，公司存在境外子公司，产生了汇兑收益。 四、风险提示 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：ð 扭亏为盈 √同向上升 ð 同向下降 | 项 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：35,000.00 | 万元–42,000.00 万元 | 盈利：10,313.90 | 万元 | | | | 比上年同期增长：239.35%–307.22% ...

Core Viewpoint - The article emphasizes the ongoing integration of artificial intelligence (AI) in various industries, particularly in manufacturing and pharmaceuticals, driven by government policies and technological advancements [4][5][6]. Group 1: AI Integration in Manufacturing - The Chinese government has issued policies to promote the integration of AI in manufacturing, focusing on quality improvement and efficiency through technologies like large models and digital twins [4]. - Key players in the chemical industry, such as China National Petroleum, China Petroleum & Chemical, and China National Offshore Oil Corporation, are developing industry-specific AI models to enhance core business operations [5]. - Companies like Wanhua Chemical are leveraging third-party AI platforms to achieve cost reduction and efficiency in production management and material research [5]. Group 2: Growth of Small Nucleic Acid Drugs - The global market for small nucleic acid drugs has seen significant growth, with a compound annual growth rate (CAGR) of 217.8%, increasing from $0.1 billion in 2016 to $3.25 billion in 2021 [6]. - Projections indicate that the market for oligonucleotide drugs will exceed $15 billion by 2026, with a CAGR of 35% from 2020 to 2025 [6]. - The industry is expected to transition from technological breakthroughs to large-scale commercialization, indicating a promising future for the small nucleic acid drug sector [6]. Group 3: Key Players in Small Nucleic Acid Development - Bluestar Technology has established a comprehensive technology platform for small nucleic acids and peptide drugs, being one of only two global suppliers capable of providing integrated solutions for complex oligonucleotide synthesis [7]. - Lonza Technology is expanding its CDMO services globally, achieving significant progress in partnerships with leading pharmaceutical companies and enhancing its domestic collaborations [7].

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The report highlights the impact of the recent cancellation and reduction of export tax rebates on pesticides, particularly focusing on the potential for price increases and improved profitability for leading companies in the pesticide sector [5] - The report anticipates a reversal in the pesticide industry's performance due to rising export costs and the upcoming spring farming season, which is expected to boost demand and prices [5] - The ongoing "anti-involution" trend in the pesticide industry is expected to optimize supply and reshape value, encouraging companies to shift from low-end manufacturing to a focus on technology, branding, and service [5] Summary by Relevant Sections Industry Overview - The pesticide industry is experiencing a significant shift due to policy changes, with the cancellation of export tax rebates for various pesticide raw materials and intermediates, including glyphosate and other high-toxicity products [4][5] - China is projected to export 2.05 million tons of pesticides in 2024, with exports accounting for 90% of production [5] Market Dynamics - The domestic pesticide production peak season occurs from February to May, with a significant increase in demand for pesticide formulations during this period [5] - The report notes that the price of 95% glyphosate raw powder has recently increased to 46,000 yuan per ton, indicating a recovery in pricing [11] Key Companies and Recommendations - Recommended stocks include leading pesticide companies such as Yangnong Chemical, Limin Co., and Xingfa Group, which are expected to benefit from the price increases and the integrated "raw material-formulation" model [5] - Beneficiary stocks also include Jiangshan Chemical, Lier Chemical, and others involved in various segments of the pesticide supply chain [5]