证券代码：002250 证券简称：联化科技 公告编号：2025-032 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。 重要提示： 公司股票（证券简称：联化科技，证券代码：002250）交易价格连续3个交 易日内（2025年6月4日、2025年6月5日、2025年6月6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。公司股票交易价格连续10个交易日内（2025年5月23日至2025年 则》相关规定，属于股票交易严重异常波动的情况。 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： 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，不直接生 产氯虫苯甲酰胺。公司与该客户是长期合作伙伴关系，合作产品数量较多。公司 与该客户早已就相关高级中间体签订长期框架协议，合作模式为定制加工，根据 协议约定，相关产品仅向该客户出售，定价模式为成本加成，即在材料人工等成 本费用上收取合理稳定的 ...

证券代码：002250 证券简称：联化科技 公告编号：2025-032 联化科技股份有限公司 关于股票交易异常波动及严重异常波动的公告 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。 重要提示： 1、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3个交易日内（2025年6月4日、2025年6月5日、 2025年6月6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。公司股票交易价格连续10 个交易日内（2025年5月23日至2025年6月6日）收盘价格涨幅偏离值累计超过 100%。根据《深圳证券交易所股票交易规则》相关规定，属于股票交易严重异常 波动的情况。 2、根据中证指数有限公司的数据显示，截至2025年6月6日，公司最新市盈 率为113.10倍，显著高于公司所属中证行业分类"15101040农药"对应的行业市 盈率32.51倍。 3、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。 公司就相关事项说明如下： 公司目前以C ...

根据市场公开信息及6月5日披露的机构调研信息，知名私募珠池资产近期对1家上市公司进行了调研， 相关名单如下： 1）联化科技 （珠池资产参与公司特定对象调研） 调研纪要：2025年一季度联化科技经营情况改善，植保板块毛利率企稳，医药板块稳步发展，汇兑收益 增长，新能源业务面临压力但预计收入突破。医药业务聚焦大客户战略，深化与欧洲药企合作，推进 美、日、韩及国内客户开发。新能源业务按计划推进，电解液产品稳定供应，电解质、添加剂及正极材 料实现商业化交付。英国工厂产能利用率上升，预计盈利；马来西亚工厂处于土建阶段，积极洽谈产品 订单。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 机构简介： 上海珠池资产管理有限公司成立于2014年9月17日，注册资本1000万元。以管理对冲基金，提供投顾服 务为主要业务，投资范围包括管理固定收益、权益、另类资产等，公司以资产配置精选和量化等为核心 投资策略，为投资者提供全面的资产配置服务。公司核心团队成员平均从业年限超过10年，在宏观经济 研究、资产配置、专项市场研究、产品设计、产品创新、投资决策、投资 ...

Core Viewpoint - The explosion incident at Shandong Youdao Chemical Co., Ltd. has led to increased market interest in chlorantraniliprole-related concept stocks, particularly benefiting Lianhua Technology, which has seen a significant rise in its stock price and market capitalization [1] Group 1: Incident Impact - The explosion at Youdao Chemical on May 27 has affected the supply-demand dynamics of chlorantraniliprole, as the company is a leading domestic producer with an annual production capacity of 11,000 tons [1] - The incident may lead to supply tightness of upstream intermediates, particularly K acid and K amine, which are crucial for chlorantraniliprole production [1] Group 2: Company Response - Lianhua Technology has stated that its K amine products are under long-term agreements with clients, utilizing a cost-plus pricing model, and has not received any notifications regarding increased demand for related products [2] - The company emphasizes that the impact of the incident on its operations is limited and urges investors to remain rational [2] Group 3: Financial Performance - In Q1, Lianhua Technology reported a revenue of 1.51 billion yuan, a year-on-year increase of 3.02%, and a net profit of 49.72 million yuan, representing a more than 17-fold increase [2] - The company's agricultural protection segment has stabilized in terms of gross margin, while the pharmaceutical segment is also developing steadily [3] Group 4: Future Outlook - Lianhua Technology anticipates that its new energy business will achieve significant revenue breakthroughs by 2025, with stable supply and increasing production of electrolyte products [3] - The company is actively negotiating future product orders for its Malaysian factory, which is currently in the construction phase with a budget not exceeding 200 million USD [3]

Core Viewpoint - Lianhua Technology (002250.SZ) maintains stable gross margins for its Kamine products and has not received any notifications from customers regarding increased demand [1] Group 1: Company Operations - The company has signed long-term agreements with customers for Kamine products, utilizing a cost-plus pricing model for reasonable processing fees based on material and labor costs [1] - Lianhua Technology has established long-term framework agreements with clients, allowing for reasonable production scheduling and timely delivery based on customer orders [1] Group 2: Market Awareness - The company is aware of public media discussions regarding its production of chlorantraniliprole but has not received any notifications from customers about increased demand for related products [1] - The company emphasizes that the impact of these discussions on its operations is limited and encourages investors to view the situation rationally [1]

Group 1: Company Performance - The company's K amine products are under long-term agreements with clients, ensuring stable gross margins through a cost-plus pricing model [1] - In Q1 2025, the company experienced improved operational performance, with the agricultural protection segment stabilizing and the pharmaceutical segment developing steadily [2] - The net profit significantly increased due to growth in foreign exchange gains and the turnaround of foreign exchange hedging derivatives from loss to profit [1] Group 2: Business Segments - The agricultural protection and pharmaceutical segments are expected to continue steady growth, while the renewable energy segment faces intense market competition [2] - The pharmaceutical business is progressing as planned, focusing on major clients, primarily leading European pharmaceutical companies [2] - The renewable energy segment is seeing gradual revenue increases, with expectations for a breakthrough in 2025 [2] Group 3: International Expansion - The UK factory is expected to improve operational performance with increased capacity utilization, having achieved profitability in Q1 2025 [3] - The Malaysian factory has a budget of up to $200 million and is currently in the construction phase, with future investments contingent on product orders [3] - Both overseas factories aim to enhance supply chain stability and service quality for clients [3]

Group 1 - The pesticide sector experienced a significant upward movement, with Lianhua Technology achieving a remarkable performance of 6 boards in 5 days [1] - Other companies in the sector, such as Sulih Shares, Shenda Shares, Zhongqi Shares, Yangnong Chemical, and Meibang Shares, also saw increases following the trend [1] - Hongyang announced a price adjustment for its 97% chlorantraniliprole product to 300,000 yuan per ton, with limited supply [1]

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]

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].