证券日报网1月7日讯 ，齐翔腾达在接受调研者提问时表示，2025年，整个化工行业呈现前高后低的运 行特征，尤其是第三、第四季度陷入持续触底区间。但随着政策端的持续发力以及化工各细分领域产业 协同的深入推进，有力助推部分产品价格逐步修复，市场信心亦随之温和回升，资本市场先行回暖的态 势已逐步显现。叠加2026年初国内经济稳中向好的发展基调以及全球化工产业链重构的积极信号，资本 市场对化工行业的关注度正稳步回升。目前已有多家知名外资机构提前布局化工行业，后续公司将密切 跟踪市场动态、强化投资者关系维护；持续夯实公司在细分领域的技术壁垒与成本管控能力，进一步提 升运营效率与盈利质量，以期增强资本市场的长期认可度。同时，公司也将借助行业回暖的有利契机， 加快推进存量优化项目落地，深化产业链上下游协同，力争在新一轮周期中占据更有利的竞争地位，为 股东创造可持续的价值回报。 （编辑 丛可心） ...

3、顺酐产品 2026 年投放的产能多吗？公司顺酐装置当前 的运行情况如何？ 回复：据行业数据披露，2026 年国内顺酐新增产能投放相 对有限，主要来自福建中景石化的一套顺酐装置。2025 年顺酐 行业整体开工率仅有 50%左右，但公司顺酐装置始终保持高负荷 稳定运行。后续公司将持续优化顺酐装置的工艺运行效率，进一 步巩固在区域市场的供应地位；并依托稳定的产品质量与区位优 势，深化与下游客户的长期合作机制。同时，公司将密切关注顺 酐产业链延伸机会，探索高附加值衍生物的开发路径，以提升整 体盈利韧性。 4、国家反内卷政策对于化工行业产能扩张的影响如何？对 公司影响如何？ 回暖的有利契机，加快推进存量优化项目落地，深化产业链上下 游协同，力争在新一轮周期中占据更有利的竞争地位，为股东创 造可持续的价值回报。 2、化工板块上市公司在建工程投资额呈现持续下降的趋 势，公司 2026 年的资本开支情况如何？ 回复：从上市公司披露的三季度在建工程数据中不难发现， 多数企业的资本支出呈现收缩态势，从侧面折射出行业整体正处 于产能消化与投资审慎阶段，新建及扩建项目进度明显放缓，企 业更倾向于聚焦现有产能优化与资本开支管控。 ...

Market Overview - On January 7, the Shandong state-owned enterprise reform sector fell by 0.13% compared to the previous trading day, with Shida Shenghua leading the decline [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the Shandong state-owned enterprise reform sector included: - Lixin Chuangtou (600783) with a closing price of 26.94, up 10.00% on a trading volume of 49,900 shares and a transaction value of 134 million [1] - Shandong Molong (002490) closed at 7.70, up 5.77% with a trading volume of 1.1299 million shares and a transaction value of 839 million [1] - Taihe New Materials (002254) closed at 11.71, up 4.46% with a trading volume of 612,500 shares and a transaction value of 707 million [1] Decliners - Key decliners included: - Shida Shenghua (603026) with a closing price of 76.09, down 4.05% and a trading volume of 143,400 shares [2] - Dongjie Intelligent (300486) closed at 18.71, down 3.61% with a trading volume of 210,600 shares [2] - Shandong Zhanggu (002598) closed at 9.15, down 2.76% with a trading volume of 256,500 shares [2] Capital Flow - The Shandong state-owned enterprise reform sector experienced a net outflow of 609 million from institutional investors, while retail investors saw a net inflow of 430 million [2] - The sector's capital flow indicates that institutional investors are withdrawing, while retail investors are increasing their positions [2] Individual Stock Capital Flow - Yanzhou Coal Mining (600188) had a net inflow of 213 million from institutional investors, but a net outflow of 141 million from retail investors [3] - Weichai Heavy Machinery (000880) saw a net inflow of 167 million from institutional investors, with a net outflow of 123 million from retail investors [3] - Lixin Chuangtou (600783) had a significant net inflow of 57.64 million from institutional investors, but retail investors withdrew 29.36 million [3]

证券代码:002408 证券简称:齐翔腾达 公告编号:2026-001 债券代码:128128 债券简称:齐翔转 2 淄博齐翔腾达化工股份有限公司 2025 年第四季度可转换公司债券转股情况的公告 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。 特别提示： 证券代码：002408 证券简称：齐翔腾达 转股价格：人民币 5.37 元/股 转股期限：2021 年 2 月 26 日至 2026 年 8 月 19 日 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》等有关规定，淄博齐翔腾达化工股份有限公 司（以下简称"公司"）现将 2025 年第四季度可转换公司债券（以下简称"齐 翔转 2"）转股及公司股份变动情况公告如下： 一、可转债发行上市基本情况 1、可转债发行情况 经中国证券监督管理委员会证监许可[2020]1342 号文核准，公司于 2020 年 8 月 20 日公开发行了 2,990 万张可转换公司债券（以下简称"可转债"），每 张面值 100 元，发行总额 299,000 万元。 2、可转债上市情况 ...

Group 1 - The core achievement of Qihang Tengda is the development of a domestic catalyst for the oxidation of n-butane to produce succinic anhydride, which won the first prize for technological progress at the Shandong Energy Group's third technology conference [1] - The company started its research on the catalyst in 2016 to reduce reliance on expensive and limited foreign catalysts, which required long lead times for orders and could disrupt production and product quality [1] - The research team conducted extensive small-scale tests and later scaled up the catalyst trials, achieving excellent performance in activity, selectivity, and stability [1] Group 2 - The catalyst development team did not stop at laboratory success but worked closely with operational staff to optimize various parameters under different load and temperature conditions, resulting in a 5% reduction in catalyst consumption [2] - The performance of the new catalyst surpassed that of imported catalysts, with key technical and economic indicators improved by 2%, effectively breaking the domestic reliance on imported catalysts for the n-butane oxidation process [2] - The project has established a 720 tons/year industrial production facility, with the catalyst being successfully applied in Qihang Tengda's 400,000 tons/year succinic anhydride plant and also used by surrounding chemical enterprises, saving approximately 9.6 million yuan in raw material costs annually [2]

Core Viewpoint - The "14th Five-Year Plan" period is a critical phase for state-owned enterprises to deepen reforms and cultivate new productive forces, with a significant opportunity for the new materials industry to advance towards high-end, intelligent, and clustered development [1] Group 1: Strategic Development - Shandong Energy New Materials Company aims to become a leading new materials industry group, focusing on a dual-driven strategy of extending, supplementing, and strengthening the industrial chain while optimizing existing resources and pursuing mergers and acquisitions for growth [2][4] - The company has achieved a 217% increase in total assets since its establishment, demonstrating significant growth and development in the new materials sector [1] Group 2: Industry Clusters and Innovations - The company has successfully established four major industrial clusters: high-end chemical new materials, fiber composite new materials, calcium-based new materials, and optoelectronic new materials, contributing to the high-quality development of the new materials industry [2][3] - The introduction of advanced projects, such as a 300,000-ton high-performance glass fiber manufacturing project and a megawatt-level perovskite solar cell production line, showcases the company's commitment to seizing opportunities in high-end markets [2][4] Group 3: Capital Operations and Mergers - During the "14th Five-Year Plan," the company has actively engaged in capital operations, successfully completing the restructuring of Qixiang Group, which added a platform with nearly 30 billion yuan in total assets to the new materials sector [5][6] - The restructuring process involved strategic decision-making and effective communication with stakeholders, demonstrating the company's ability to turn challenges into opportunities [6][7] Group 4: Digital Transformation and Smart Manufacturing - The company is prioritizing digital transformation as a strategic choice to gain competitive advantages, integrating new information technologies with manufacturing processes to create intelligent manufacturing models [8][9] - The implementation of smart factories, such as the "black light factory" model, has significantly improved production efficiency and reduced labor costs, exemplifying the shift from traditional manufacturing to intelligent manufacturing [9] Group 5: Reform and Efficiency Enhancement - The company is committed to deepening reforms and enhancing efficiency by streamlining management structures and optimizing resource allocation, resulting in a 25% reduction in departmental numbers [11][12] - Non-core business integration has been a focus, with the company successfully consolidating and managing resources to strengthen its main business and improve operational efficiency [12] Group 6: Cultural and Organizational Development - The company emphasizes the integration of party leadership into corporate governance, ensuring that high-quality party building supports the overall development of the enterprise [13][14] - Initiatives to enhance employee welfare and engagement, such as financial support for struggling families and wellness programs, have contributed to increased employee satisfaction and loyalty [15] Group 7: Future Outlook - Looking ahead, the company aims to continue its focus on enhancing core functions and competitiveness, leveraging its four major clusters to contribute to the development of strategic emerging industries [16]

南方财经12月31日电，齐翔腾达（002408.SZ）拟变更会计师事务所，聘任北京中天恒会计师事务所 （特殊普通合伙）为2025年度财务及内控审计机构，审计费用合计158万元，其中年报审计118万元，内 控审计40万元。原审计机构中兴财光华已连续服务2年，2024年出具标准无保留意见审计报告。 ...

证券日报网讯 12月30日，齐翔腾达发布公告称，齐翔腾达第六届董事会第二十七次会议审议通过《关 于2026年度日常关联交易额度预计的议案》等多项议案。 （文章来源：证券日报） ...

财经频道更多独家策划、专家专栏，免费查阅>> 格隆汇12月30日丨齐翔腾达(002408.SZ)公布，公司控股子公司山东齐鲁科力化工研究院股份有限公司 （简称"齐鲁科力"）拟使用自有资金回购其股东张家港市力泰投资合伙企业（有限合伙）（简称"力泰 投资"）持有的齐鲁科力15,542,120股股份，占齐鲁科力总股本的9.7138%，并减少注册资本。本次减资 完成后，齐鲁科力注册资本将由人民币160,000,000元减少至144,457,880元，公司对齐鲁科力的持股比例 将由79.8065%上升至88.3929%。 责任编辑：钟离 ...

| 证券代码：002408 | 证券简称：齐翔腾达 | 公告编号：2025-068 | | --- | --- | --- | | 债券代码:128128 | 债券简称:齐翔转 2 | | 淄博齐翔腾达化工股份有限公司 本次股权结构调整不构成关联交易，亦不构成上市公司重大资产重组。本次 股权结构调整在董事会审批权限范围内，无需提交公司股东会审议。 二、股权结构调整相关方基本情况 公司名称：齐翔腾达供应链香港有限公司 董事：张一菲 注册资本：10000 美元 关于内部股权结构调整的公告 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。 一、股权结构调整情况概述 淄博齐翔腾达化工股份有限公司（以下简称"公司"）为实施业务整合，优 化资源配置，理顺管理关系，提高运营效率，将全资子公司齐翔腾达供应链香港 有限公司（以下简称"供应链香港"）以股东决定的方式进行清算注销。 淄博齐翔腾达化工股份有限公司第六届董事会第二十七次会议文件 三、本次调整前后的股权结构图如下： （1）调整前股权结构图： 注册地：香港湾仔骆克道 300 号 ZJ300,12 楼 成立日期：2017 年 ...