从华昌化工十大流通股东角度 数据显示，南方基金旗下1只基金位居华昌化工十大流通股东。南方中证1000ETF（512100）三季度减 持4.26万股，持有股数523.14万股，占流通股的比例为0.56%。根据测算，今日浮盈赚取约167.4万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益10.34%，同 类排名1572/5549；近一年收益45.26%，同类排名1727/4285；成立以来收益26.19%。 1月28日，华昌化工涨5.06%，截至发稿，报6.65元/股，成交1.20亿元，换手率1.97%，总市值63.33亿 元。 资料显示，江苏华昌化工股份有限公司位于江苏省张家港市金港镇保税区扬子江国际化学工业园南海路 1号,张家港市人民东路11号华昌东方广场4楼，成立日期1979年12月15日，上市日期2008年9月25日，公 司主营业务涉及农用化肥和纯碱的生产和销售。主营业务收入构成为：肥料系列产品42.77%，多元醇 35.45%，纯碱11.49%，其他9.18%，精甲醇1.11%。 截至发稿，崔蕾累计任职时间7年84天，现任基金资产总规模13 ...

Group 1 - The core viewpoint of the article is that Huachang Chemical has successfully launched its polyol project as per the schedule disclosed in its periodic report [2] Group 2 - The company responded to investor inquiries on its interactive platform regarding the status of the polyol project [2]

证券日报网讯12月16日，华昌化工（002274）在互动平台回答投资者提问时表示，公司多元醇项目正在 进行试生产，预计12月底能实现稳产。 ...

（文章来源：证券日报） 证券日报网讯 12月16日，华昌化工在互动平台回答投资者提问时表示，公司一直在努力做好企业。 ...

Group 1 - The core point of the article is that Huachang Chemical (002274.SZ) has stated on its investor interaction platform that the company has not yet achieved supply for its energy storage batteries [1] Group 2 - The company is currently in the development phase for its energy storage battery products, indicating potential future growth opportunities once supply is established [1]

Group 1 - The company is currently in the trial production phase of its polyol project, with expectations to achieve stable production by the end of December [2] - The ammonia synthesis facility upgrade project is preparing for trial production, which is expected to commence shortly [2] - The urea upgrade project is still under construction [2]

Group 1 - The core point of the article is that Huachang Chemical (002274.SZ) is in the trial production phase of its polyol project, with expectations to achieve stable production by the end of December [1]

Core Viewpoint - The opening of the Zhangjiagang North Station freight yard marks a significant shift in logistics for the region, enhancing connectivity and reducing transportation costs for local businesses [1] Group 1: Infrastructure and Operations - The Zhangjiagang North Station freight yard covers an area of approximately 123,000 square meters and is equipped with two freight arrival and departure lines exceeding 1,000 meters in length, along with supporting loading and unloading equipment [1] - The freight yard is designed to handle an annual cargo capacity of about 3 million tons, integrating loading, warehousing, and transshipment functions [1] Group 2: Economic Impact - The operation of the freight yard is expected to reduce logistics costs for regional enterprises by over 100 million yuan annually, facilitating better integration of surrounding industrial clusters into the Yangtze River Delta logistics system [1] - The "railway + port" intermodal transport system established through seamless connection with Suzhou Port Zhangjiagang Port Area is anticipated to provide a foundation for future "one order" products in intermodal transport [1] Group 3: Cost and Efficiency Benefits - Compared to full road transport, the future "railway + water transport" solution is projected to lower comprehensive logistics costs by 18% and improve efficiency by over 20%, potentially saving nearly 1 million yuan in logistics transportation costs annually for companies [1]

Core Viewpoint - The "Work Plan for Steady Growth in the Petrochemical Industry (2025-2026)" emphasizes the need for safety upgrades and the comprehensive renovation of outdated facilities in the petrochemical sector to enhance efficiency and safety [1][2]. Group 1: Industry Challenges - There are significant issues with outdated facilities in China's petrochemical enterprises, including inadequate risk management and a lack of proactive measures to address safety hazards [2][3]. - The definition of outdated facilities remains ambiguous, complicating the upgrade process and leading to resource wastage [4]. - Investment challenges exist for updating outdated equipment, as the refining industry faces financial pressures, necessitating government support through subsidies and tax reductions [4]. Group 2: Recommendations for Improvement - A comprehensive assessment of equipment should be conducted to create a registry, ensuring that outdated and unsafe facilities are eliminated [3]. - Advanced technologies should be employed to enhance equipment integrity and predictive maintenance capabilities, including online monitoring and leak detection systems [3]. - Policy support should be increased to raise standards for updating and renovating outdated facilities, integrating various policies related to industrial upgrades and environmental safety [3]. Group 3: Progress and Initiatives - Some companies, like Jinling Petrochemical, have made progress by identifying and assessing facilities over 30 years old, implementing safety evaluations, and planning for gradual retirement of outdated units [5]. - Jiangsu Huachang Chemical is advancing projects for intelligent upgrades in ammonia synthesis and energy-saving modifications in urea production, aiming to reduce energy consumption significantly [5][6]. - Lanzhou Petrochemical is focused on enhancing the technical level of existing outdated facilities and applying new technologies to support product development and industrial revitalization [6].

Group 1 - The company, Huachang Chemical, stated on November 19 that it only discloses the number of shareholders at the end of each quarter in its regular reports [2] - For inquiries regarding the number of shareholders at other times, investors must provide relevant shareholding proof documents [2] - Upon receiving and verifying the shareholder identity, the company will respond to investors with the relevant shareholder number data [2]