Core Viewpoint - The company is currently in the early stages of strategic validation and laboratory development for its new energy business, with capital expenditures significantly lower than those for traditional business upgrades and expansions [1] Group 1: Business Strategy - The company emphasizes a phased and rhythmic allocation of resources between traditional and new energy businesses [1] - Stable profits and cash flow from traditional business operations provide the necessary support for long-term exploration of advanced technologies [1]

Core Viewpoint - Jinhe Industrial's stock price has shown fluctuations, with a recent increase of 2.07%, while the company faces a decline in revenue and profit year-on-year [1][2]. Group 1: Stock Performance - As of December 26, Jinhe Industrial's stock price is 21.68 yuan per share, with a market capitalization of 12.32 billion yuan [1]. - The stock has decreased by 1.59% year-to-date but has increased by 3.88% over the last five trading days and 6.59% over the last 20 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinhe Industrial reported a revenue of 3.543 billion yuan, a year-on-year decrease of 12.35%, and a net profit attributable to shareholders of 391 million yuan, down 4.44% year-on-year [2]. - The company has distributed a total of 3.017 billion yuan in dividends since its A-share listing, with 1.005 billion yuan distributed in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinhe Industrial is 39,000, an increase of 14.63% from the previous period [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 12.904 million shares, a decrease of 749,600 shares from the previous period [3].

（文章来源：证券日报） 证券日报网讯 12月19日，金禾实业在互动平台回答投资者提问时表示，公司新能源材料业务目前尚处 于实验室研发与前期论证阶段。 ...

Core Viewpoint - The company is actively collaborating with Anhui University to explore cutting-edge solid electrolyte technologies, including sulfides and polymers, while leveraging its expertise in high-purity specialty chemical synthesis and purification [1] Group 1: Research Collaboration - The collaboration with Anhui University covers mainstream solid electrolyte technology routes [1] - The focus is on the exploration of sulfides and polymers as part of the research [1] Group 2: Core Competencies - The company's foundational strategy is to utilize its platform capabilities in high-purity specialty chemical synthesis and purification [1] - This capability demonstrates strong adaptability to various technological routes [1] Group 3: Future Outlook - The company is prepared to maintain a broad scope of technological tracking and flexible R&D to respond to technological advancements [1] - Regardless of which electrolyte route achieves industrialization breakthroughs, the company’s core competencies in upstream key high-purity raw material preparation will be applicable [1]

证券日报网讯12月19日，金禾实业（002597）在互动平台回答投资者提问时表示，公司目前已通过氯化 亚砜、锂盐前驱体及电解液添加剂等产品切入锂电池材料供应链，并持续关注新能源材料技术的发展。 在双氟磺酰亚胺锂(LiFSI)相关领域，公司已建成1万吨/年双氯磺酰亚胺产能，并规划总产能3万吨/年。 目前，公司已与多家行业客户开展产品验证与共同开发，建立了相应的质量控制体系，并于近期实现了 部分销售。公司将继续稳步推进相关产品的研发与产业化布局，积极跟进客户合作与市场反馈。后续如 有重大进展，公司将严格按照相关规定履行信息披露义务。 ...

Core Viewpoint - The company expresses confidence in the long-term prospects of its core products despite short-term market demand fluctuations, driven by the healthy sugar-reduction consumption trend in the sweetener industry [1] Group 1 - The sweetener industry is presented with structural opportunities for long-term development due to the trend of healthy sugar reduction [1] - The company plans to continuously optimize its product structure and expand application scenarios to enhance sustainable development capabilities [1] - The company aims to create value for investors through its strategic initiatives [1]

Core Viewpoint - The company is expanding its new energy initiatives based on its existing fine chemical technology and industry chain advantages, indicating a strategic move towards diversification and innovation in its operations [1] Group 1: Company Strategy - The company is advancing its new energy-related layout at the Dingyuan base through collaborations with educational institutions, joint research with customers, and pilot testing, showcasing a commitment to technological development and market expansion [1] - The company emphasizes a prudent operational principle while systematically promoting the development of new business areas, reflecting a cautious yet proactive approach to growth [1]

证券日报网讯12月19日，金禾实业（002597）在互动平台回答投资者提问时表示，公司始终坚持以市场 和客户需求为导向，积极进行营销布局并拓展新的产品应用领域。在巩固食品添加剂核心业务的同时， 公司正稳步推进新能源材料、泛半导体湿电子化学品等新兴领域的项目建设和客户合作。通过合成生物 学等技术平台推动产品创新，培育长期增长动力。 ...

金禾实业（002597.SZ）12月19日在投资者互动平台表示，公司目前拥有氯化亚砜产能8万吨/年，该产 品作为重要的化工原料，广泛应用于新能源、食品添加剂、医药等多个领域。关于在建的10万吨/年氯 化亚砜产能，公司将结合行业发展趋势、市场需求变化以及自身战略布局，稳步推进项目建设，并积极 关注包括新能源在内的下游应用机会。如有重大进展，公司将依法依规及时履行信息披露义务。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：结合目前市场关于三氯蔗糖的一个供需情况，原有公 司8万吨氯化亚砜的产能基本可以满足绝大部分的一个三氯蔗糖的生产制备；目前公司在建10万吨年产 的氯化亚砜，是否会将额外的产能，面向下游新能源产业方面的销售呢？ ...

（文章来源：每日经济新闻） 金禾实业（002597.SZ）12月19日在投资者互动平台表示，公司目前已通过氯化亚砜、锂盐前驱体及电 解液添加剂等产品切入锂电池材料供应链，并持续关注新能源材料技术的发展。在双氟磺酰亚胺锂 （LiFSI）相关领域，公司已建成1万吨/年双氯磺酰亚胺产能，并规划总产能3万吨/年。目前，公司已与 多家行业客户开展产品验证与共同开发，建立了相应的质量控制体系，并于近期实现了部分销售。公司 将继续稳步推进相关产品的研发与产业化布局，积极跟进客户合作与市场反馈。后续如有重大进展，公 司将严格按照相关规定履行信息披露义务。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有双氟磺酰亚胺锂的产能吗，后期是否建 设或者扩产计划？ ...