Core Viewpoint - The expiration of certain agricultural product patents has a limited impact on the company, supported by its "key customer strategy" and CDMO model [1] Group 1 - The company maintains stability in its business due to long-term framework agreements with core customers, ensuring that products will only be supplied to these clients even after patent expirations [1] - Continuous production optimization during the provision of CDMO services enhances the market competitiveness of the company's products [1] - The company is focusing on new products under patent protection by building a facility in Malaysia, which aims to drive future growth [1]

每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 王瀚黎） 截至发稿，联化科技市值为105亿元。 每经AI快讯，联化科技（SZ 002250，收盘价：11.68元）发布公告称，2025年12月16日，联化科技接受 招商证券调研，公司高级副总裁、董秘陈飞彪、证券事务代表戴依依参与接待，并回答了投资者提出的 问题。 2025年1至6月份，联化科技的营业收入构成为：工业占比99.64%，其他业务占比0.36%。 ...

Group 1: Pharmaceutical Business Development - The company’s pharmaceutical business is rapidly developing, focusing on a large customer strategy primarily through the CDMO model, with ongoing efforts to attract strategic and high-viscosity clients [1] - The pharmaceutical division has established stable commercial relationships with several high-quality domestic and international clients, with an expanding scope of cooperation [1] - The company plans to continue growing its mature businesses, including small molecule CDMO, starting materials, and GMP intermediates, while also investing in emerging businesses such as peptide CDMO and radioactive drug-related CDMO [2] Group 2: Impact of Geopolitical Factors - Geopolitical issues have a limited direct impact on the company’s business but do affect client supply chain decisions [3] - The company views geopolitical challenges as an opportunity to enhance its global service capabilities by establishing overseas bases in the UK and Malaysia, creating a "multi-site supply, flexible delivery" solution [3] Group 3: Patent Expiry and Market Strategy - The expiry of certain agricultural product patents has a limited overall impact on the company, supported by its large customer strategy and CDMO model [4] - Long-term framework agreements with core clients ensure stability in supply, even for products whose patents have expired [4] - The company is optimizing production and reducing costs to enhance market competitiveness while focusing on new patented products through initiatives like the Malaysian base [4] Group 4: New Energy Business Outlook - The company currently focuses on sales of LiFSI and electrolyte products, with ongoing technical improvements on lithium hexafluorophosphate projects [5] - The new energy business is expected to achieve significant revenue breakthroughs in 2025 [5]

证券代码：002250 证券简称：联化科技 公告编号：2025-057 联化科技股份有限公司 公司于第九届董事会第二次会议和2025年第二次临时股东会审议通过了《关 于减少注册资本并修订<公司章程>的议案》，公司总股本将由911,333,117股减少 至899,873,217股，公司注册资本将由911,333,117元减少至899,873,217元，并据此 修订公司章程中的相关条款。公司董事会于2025年11月10日在中国证券登记结算 有限责任公司深圳分公司完成上述回购股份的注销手续。本次回购股份注销完成 后，公司股份总数由911,333,117股变更为899,873,217股。 近日，公司办理了工商变更登记及《公司章程》备案手续，并取得了浙江省 市场监督管理局换发的《营业执照》，变更情况如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 注册资本 | 911,333,117元 | 899,873,217元 | 其他登记项未发生变更。 特此公告。 联化科技股份有限公司董事会 二〇二五年十二月十七日 关于公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容 ...

（编辑 姚尧） 证券日报网讯 12月9日，联化科技在互动平台回答投资者提问时表示，公司结合自身在IATF16949质量 体系建设、合成技术和工程技术的积累，夯实新能源业务，公司将会开发系列市场需要的产品，做到产 品种类、质量和成本等兼具竞争力，从而在细分领域产业链整体上形成独有的优势。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司六氟磷酸锂项目预计何时能投产呢？ （记者 王晓波） 联化科技（002250.SZ）12月9日在投资者互动平台表示，公司目前仍在对六氟磷酸锂项目进行技术改进 阶段，公司遵循体系化的工艺开发流程并持续改进优化产品竞争力。 ...

Core Viewpoint - Lianhua Technology has completed the acquisition of the remaining 20% stake in Hubei JunTai Pharmaceutical Chemical Co., achieving 100% ownership, which strengthens its position in the pharmaceutical chemical sector [1] Group 1: Acquisition Details - Lianhua Technology invested 25 million yuan to acquire the remaining stake, marking a significant step in the integration of core assets in the pharmaceutical chemical field [1] - The acquisition was finalized with the completion of industrial and commercial registration on November 27, officially making JunTai Pharmaceutical a wholly-owned subsidiary [1] Group 2: Strategic Implications - The full ownership allows for optimized resource allocation, enhancing operational efficiency and customer satisfaction, which is crucial for increasing business competitiveness [1] - The company has established stable partnerships with several leading global pharmaceutical firms and aims to expand its strategic customer base, indicating a long-term growth outlook [2] Group 3: Technological Advancements - Continuous breakthroughs in technology are driving the expansion of Lianhua Technology's pharmaceutical CDMO business, with a focus on diverse product offerings including amino acids, peptides, and ADC/PROTAC linkers [2] - The company is capable of designing and optimizing linker structures and synthesis routes based on customer needs, which is expected to broaden its service areas in the pharmaceutical CDMO sector [2] Group 4: Industry Trends - The pharmaceutical CDMO industry is entering a phase driven by both technology and resources, with Lianhua's acquisition aligning with this trend [3] - The competition in the CDMO sector is fundamentally about comprehensive solutions and delivery capabilities, emphasizing the importance of speed, quality, cost, and safety [3]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to benefit from a shift in supply chain dynamics due to geopolitical tensions, particularly in semiconductor materials, leading to accelerated domestic replacements [5][6] - The chromium salt industry is experiencing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with significant price increases noted [8][9] - The report highlights a potential upturn in the chemical industry as supply-side constraints and rising demand could enhance profitability and dividend yields for leading companies [6][10] Summary by Sections Industry Performance - The basic chemical sector has shown a 24.0% increase over the past 12 months, outperforming the CSI 300 index, which increased by 16.9% [3] Key Opportunities - Focus on low-cost expansion opportunities in companies such as Wanhua Chemical and Hualu Hengsheng, as well as sectors like tire manufacturing and pesticide formulations [6][9] - Emphasis on sectors with improving market conditions, including chromium salts, phosphate rock, and polyester filament [9][10] Price Trends - Recent price increases for key products include chromium oxide green at 35,500 CNY/ton and metallic chromium at 84,000 CNY/ton, both up by 1,000 CNY/ton from the previous week [8][16] - The report notes a tightening supply for isooctanol, with prices rising due to increased demand and production disruptions [13] Company Focus - The report identifies several key companies for investment, including Dongfang Shenghong, Hubei Yihua, and Wanhua Chemical, with positive earnings forecasts and attractive price-to-earnings ratios [28]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002250 证券简称：联化科技 公告编号：2025-056 联化科技股份有限公司 关于受让郡泰医药20%股权并完成工商变更登记的公告 1、郡泰医药营业执照； 2、变更（备案）信息。 特此公告。 2025年10月9日，联化科技股份有限公司（以下简称"公司"）与张立清、乐和友、董伙祥、陈川、阮建 奇和张涛签订了《股权转让合同》，决定以自有资金受让上述人员所持有的湖北郡泰医药化工有限公司 （以下简称"郡泰医药"）20%股权，受让总金额为2,500.00万元人民币（以下简称"本次受让"）。本次 股权受让完成后，公司将直接持有郡泰医药100%股权。本次受让已经公司第九届董事会第二次会议审 议批准，无需提交公司股东会审议。具体详见公司2025年10月11日刊登于《证券时报》《上海证券报》 和巨潮资讯网（www.cninfo.com.cn）的《关于受让控股子公司郡泰医药20%股权的公告》（公告编号： 2025-044）。 二、进展情况 公司按照《股权转让合同》约定，已支付全部股权转让价款。郡泰医药已于2025年11月27日完成本次股 权转让的工商变更登记手续，并 ...

（编辑 任世碧） 证券日报网讯 11月28日晚间，联化科技发布公告称，2025年10月9日，公司与张立清、乐和友、董伙 祥、陈川、阮建奇和张涛签订了《股权转让合同》，决定以自有资金受让上述人员所持有的湖北郡泰医 药化工有限公司（简称"郡泰医药"）20%股权，受让总金额为2，500.00万元人民币（简称"本次受 让"）。本次股权受让完成后，公司将直接持有郡泰医药100%股权。公司按照《股权转让合同》约定， 已支付全部股权转让价款。郡泰医药已于2025年11月27日完成本次股权转让的工商变更登记手续，并取 得了荆州市市场监督管理局换发的营业执照。 ...