Group 1 - The company, Lier Chemical, announced a cash dividend distribution plan for the first half of 2025, proposing a payout of 2 RMB per 10 shares (including tax) [2] - The record date for the dividend distribution is set for September 22, 2025, while the ex-dividend date is September 23, 2025 [2]

证券代码：002258 证券简称：利尔化学 公告编号：2025-034 二、股权登记日与除权除息日 利尔化学股份有限公司 2025 年半年度权益分派实施公告 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。 利尔化学股份有限公司（以下简称"公司"或"本公司"）2025 年半 年度权益分派方案已获 2025 年 9 月 12 日召开的 2025 年第 2 次临 时股东会审议通过，自分配方案披露至实施期间公司股本总额未发生 变化，公司按照分配比例不变的方式分配，本次实施的分配方案与股 东会审议通过的分配方案是一致的，本次权益分派方案实施时间距离 股东会通过权益分派方案时间未超过 2 个月。现将权益分派事宜公告 如下： 一、权益分派方案 本公司 2025 年半年度权益分派方案为：以公司现有总股本 800,437,228 股为基数，向全体股东每 10 股派 2 元人民币现金（含 税；扣税后，通过深股通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每 10 股派 1.80 元；持有首发后限售股、股权激励限售股及无限售 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry in China is expected to undergo a revaluation due to anti-involution measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift could enhance the cash flow and dividend yield of Chinese chemical companies, transforming them from cash-consuming entities to profit-generating ones [6][29] - The demand for chromium salts is anticipated to rise significantly due to increased orders for gas turbines and commercial aircraft engines in Europe and the US, leading to a projected shortfall of 250,000 tons by 2028, which is about 23% of the total annual production [6] - The report highlights four key investment opportunities: low-cost expansion, improving industry conditions, new materials, and high dividend yields from state-owned enterprises [7][8] Summary by Sections Recent Performance - The basic chemical sector has shown a performance increase of 51.0% over the past 12 months, compared to 42.5% for the CSI 300 index [4] Investment Recommendations - The report emphasizes the potential for low-cost expansion in major companies such as Wanhua Chemical, Hualu Hengsheng, and others, alongside sectors like tires and fertilizers [7] - It also points out the improving conditions in various segments, including chromium salts, phosphate rock, and agricultural chemicals [8] Key Products Analysis - Recent price increases were noted for acrylic acid and esters, with butyl acrylate priced at 7,600 RMB/ton, reflecting a 3.40% increase [10] - The report also mentions the price of polymer MDI in East China at 15,550 RMB/ton, up by 1.97% [10] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for many, with several companies rated as "Buy" [30]

登录新浪财经APP 搜索【信披】查看更多考评等级 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、特别提示 1、本次股东会未出现否决议案的情况。 2、本次股东会不涉及变更前次股东会决议的情况。 3、本次股东会以现场会议和网络投票相结合的方式召开。 二、会议召开情况 （一）会议召开时间 现场会议时间：2025年9月12日（星期五）14:50 网络投票时间：2025年9月12日。其中，通过深圳证券交易所（以下简称"深交所"）交易系统进行网络 投票的具体时间为 2025年9月12日9:15至9:25，9:30至11:30 和13:00至15:00；通过深交所互联网投票系 统投票的具体时间为2025 年9月12日9:15 至 15:00 期间的任意时间。 （二）会议召开地点：公司绵阳园艺山办公区会议室（四川省绵阳市涪城区园艺街16号久远创新产业园 1号楼7楼会议室） （三）会议召开方式：现场会议和网络投票相结合 （四）会议召集人：公司董事会 （五）会议主持人：董事长尹英遂 （六）本次会议的召集、召开和表决程序符合有关法律、法规、规章、规范性文件及《公司章程》的规 ...

证券代码：002258 股票简称：利尔化学 公告编号：2025-033 利尔化学股份有限公司 2025 年第 2 次临时股东会决议公告 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。 一、特别提示 1、本次股东会未出现否决议案的情况。 （一）会议召开时间 现场会议时间：2025 年 9 月 12 日（星期五）14:50 网络投票时间：2025 年 9 月 12 日。其中，通过深圳证券交易所 （以下简称"深交所"）交易系统进行网络投票的具体时间为 2025 年 9 月 12 日 9:15 至 9:25，9:30 至 11:30 和 13:00 至 15:00；通过 深交所互联网投票系统投票的具体时间为 2025 年 9 月 12 日 9:15 至 15:00 期间的任意时间。 （二）会议召开地点：公司绵阳园艺山办公区会议室（四川省绵 阳市涪城区园艺街 16 号久远创新产业园 1 号楼 7 楼会议室） （三）会议召开方式：现场会议和网络投票相结合 （四）会议召集人：公司董事会 （五）会议主持人：董事长尹英遂 2、本次股东会不涉及变更前次股东会决议的情况。 3、本次 ...

泰和泰律师事务所 关于利尔化学股份有限公司 2025 年第 2 次临时股东会的 法律意见书 （2025）泰律意字（利尔化学）第 8 号 2025 年 9 月 12 日 中国 • 成都市天府新区正兴街道隆和西巷 299 号泰和泰中心 24—33F 24-33f, Tahota Center, No. 299 Longhe West Lane, Zhengxing Street, Tianfu New District, Chengdu, People's Republic of China 电话 | TEL：86-28-8662 5656 传真 | FAX：86-28-8525 6335 www.tahota.com 泰和泰律师事务所关于利尔化学股份有限公司 2025 年第 2 次临时股东会的法律意见书 泰和泰律师事务所 关于利尔化学股份有限公司 2025 年第 2 次临时股东会的法律意见书 (2025)泰律意字（利尔化学）第 8 号 致：利尔化学股份有限公司 关于利尔化学股份有限公司2025年第2次临时股东会的法律意见书 （1）《公司章程》； （2）《第七届董事会第一次会议决议》； （3）公司关于召开 202 ...

Core Points - The Shanghai Composite Index closed at 3870.60 points, slightly below the five-day moving average with a change of -0.12% [1] - The total trading volume of A-shares reached 25,483.12 billion yuan, with 304 A-shares breaking through the five-day moving average [1] Group 1: Stock Performance - The stocks with the highest deviation rates from the five-day moving average include: - Chicheng Co., Ltd. with a deviation rate of 20.51% and a daily increase of 29.96% [2] - Winhe Technology with a deviation rate of 13.75% and a daily increase of 20.01% [2] - Nuocheng Jianhua with a deviation rate of 9.29% and a daily increase of 12.16% [2] - Other notable stocks with smaller deviation rates include: - Lier Chemical with a small deviation rate, just above the five-day moving average [1] - Qinglong Pipeline and *ST Jiawo also recently crossed the five-day moving average [1] Group 2: Trading Data - The trading data for stocks that broke through the five-day moving average includes: - Chicheng Co., Ltd. (Latest Price: 26.33 yuan, Five-day MA: 21.85 yuan) [2] - Winhe Technology (Latest Price: 33.40 yuan, Five-day MA: 29.36 yuan) [2] - Nuocheng Jianhua (Latest Price: 29.89 yuan, Five-day MA: 27.35 yuan) [2] - The trading volume and turnover rates for these stocks indicate significant investor interest, with Chicheng Co., Ltd. having a turnover rate of 31.34% [2]

Group 1 - The A-share chemical sector experienced a strong rebound on September 8, with notable stocks such as Jinjing Technology hitting the daily limit up [1] - Dayang Biological surged over 5%, while Jiangshan Co., Lier Chemical, and Yangnong Chemical also saw increases [1]

Market Performance - The basic chemical index increased by 1.11% from August 23 to August 29, while the CSI 300 index rose by 2.71%, indicating that the basic chemical sector underperformed the CSI 300 by 1.60 percentage points, ranking 11th among all sectors [1][2] - The top-performing sub-industries included nylon (5.68%), rubber additives (5.44%), potassium fertilizer (4.65%), food and feed additives (2.99%), and fluorochemicals (2.99%) [1][2] Chemical Product Price Trends - The top five products with the highest weekly price increases were NYMEX natural gas (11.11%), crude phenol (7.12%), niacinamide (5.78%), phenol oil (5.16%), and hydrofluoric acid (5.00%) [3] - The top five products with the largest weekly price declines included liquid chlorine (-75.00%), sodium (-6.78%), coal tar (-4.17%), anthracene oil (-4.11%), and lithium carbonate (industrial grade) (-4.09%) [3] Industry Dynamics - In the first half of 2025, the basic chemical sector achieved operating revenue of 1,123.83 billion yuan, a year-on-year increase of 3.03%, and a net profit attributable to shareholders of 69.72 billion yuan, up 4.43% year-on-year [4] - In Q2 2025, the sector reported operating revenue of 587.10 billion yuan, a year-on-year increase of 0.80% and a quarter-on-quarter increase of 9.38%, with a net profit of 35.72 billion yuan, down 2.66% year-on-year but up 5.03% quarter-on-quarter, indicating an improving trend in quarterly profitability [4] Company Performance Highlights - In the refrigerant sector, Juhua Co. reported H1 2025 operating revenue of 13.33 billion yuan, up 10.36% year-on-year, and a net profit of 2.05 billion yuan, up 145.84% year-on-year [6] - Sanmei Co. achieved H1 2025 operating revenue of 2.83 billion yuan, a 38.58% increase year-on-year, with a net profit of 999.5 million yuan, up 159.22% year-on-year [6] - In the agricultural chemicals sector, Yara International reported H1 2025 operating revenue of 2.52 billion yuan, a 48.54% increase year-on-year, and a net profit of 855 million yuan, up 216.64% year-on-year [7] - Salt Lake Co. reported H1 2025 operating revenue of 6.78 billion yuan, down 6.30% year-on-year, but a net profit of 2.52 billion yuan, up 13.69% year-on-year [7] Investment Recommendations - Current investment focus includes the refrigerant sector, with recommendations for companies like Jingshi Resources, Juhua Co., Sanmei Co., and Yonghe Co. [9] - The chemical fiber sector is also highlighted, with recommendations for Huafeng Chemical, Xin Fengming, and Taihe New Materials [9] - Other recommended companies include Wanhua Chemical, Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [9] - The tire sector includes recommendations for Sailun Tire, Senqilin, and Linglong Tire [9] - In the agricultural chemicals sector, recommended companies include Yara International, Salt Lake Co., Xingfa Group, Yuntianhua, and Yangnong Chemical [9] - High-quality growth stocks to watch include Blue Sky Technology, Shengquan Group, and Shandong Heda [9] Industry Rating - The basic chemical industry maintains an "overweight" rating [10]

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]