（记者 王晓波） 金禾实业（002597.SZ）9月26日在投资者互动平台表示，二季度业绩波动主要受部分产品需求不旺、价 格下行以及市场库存消化等因素影响。根据市场信息，公司核心产品三氯蔗糖、安赛蜜、甲乙基麦芽酚 等产品销量自二季度末以来已出现企稳回暖的态势。公司凭借强大的产业链一体化优势，持续优化生产 成本，能在行业复苏时更快地兑现业绩弹性。公司管理层正全力以赴抓好生产经营，力争以更好的业绩 回报各位投资者。 每经AI快讯，有投资者在投资者互动平台提问：请问公司二季度营收下降主要是哪方面的产品营收下 降了？ ...

金禾实业（002597.SZ）9月26日在投资者互动平台表示，公司年产8万吨电子级双氧水项目产品已通过 国内头部光伏及显示面客户工艺验证，实现批量供货；在其他领域，公司也在推动国内头部客户的联合 测试工作。客户拓展方面，公司依托长三角区位优势，已实现生产基地 200-500 公里范围內新能源及电 子行业的覆盖，月度出货量环比逐步增长，公司正通过"技术+供应链"双重认证模式，加速导入国内主 要客户的供应链体系。 每经AI快讯，有投资者在投资者互动平台提问：公司的电子级双氧水将主要面向哪些新的市场领域或 客户群体？面对现有的市场竞争格局，公司这些新产品的核心竞争优势在哪里？ （记者 张明双） ...

Core Viewpoint - The company is currently facing short-term pressure on overall efficiency due to the weak commodity market and the cost of trial runs for new products, but it anticipates long-term positive contributions to gross margin and cash flow from the Dianyuan Phase II project as high value-added product capacity is released and market expansion occurs [1]. Group 1 - The Dianyuan Phase II project is still in the construction and capacity ramp-up phase [1]. - Short-term impacts include pressure from the weak commodity market and costs associated with new product trial runs [1]. - The company is actively responding by optimizing production, controlling costs, and improving operational efficiency [1]. Group 2 - Long-term expectations include positive contributions to the company's gross margin and cash flow from the project [1]. - The specific investment payback period and benefit targets will be dynamically assessed based on actual operations and market conditions [1].

人民财讯9月26日电，金禾实业（002597）9月26日在互动平台表示，公司年产8万吨电子级双氧水项目 产品已通过国内头部光伏及显示面客户工艺验证，实现批量供货；在其他领域，公司也在推动国内头部 客户的联合测试工作。客户拓展方面，公司依托长三角区位优势，已实现生产基地200—500公里范围內 新能源及电子行业的覆盖，月度出货量环比逐步增长，公司正通过"技术+供应链"双重认证模式，加速 导入国内主要客户的供应链体系。 ...

西部利得价值回报混合A（020979）成立日期2024年6月4日，最新规模514.73万。今年以来收益 19.57%，同类排名4397/8244；近一年收益45.14%，同类排名3572/8066；成立以来收益37.75%。 西部利得价值回报混合A（020979）基金经理为陈元骅。 截至发稿，陈元骅累计任职时间4年21天，现任基金资产总规模5096.53万元，任职期间最佳基金回报 37.75%， 任职期间最差基金回报-12.67%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月22日，金禾实业跌0.88%，截至发稿，报21.37元/股，成交1.74亿元，换手率1.43%，总市值121.45亿 元。金禾实业股价已经连续6天下跌，区间累计跌幅7.77%。 资料显示，安徽金禾实业股份有限公司位于安徽省滁州市来安县城东大街127号，成立日期2006年12月 25日，上市日期2011年7月7日，公司主营业务涉及食品添加剂、功能性化工品及各种高端中间体、大 ...

Investment Rating - The report maintains a "Buy" rating for the company, expecting the stock price to outperform the industry index by more than 15% in the next six months [5]. Core Views - The company's performance in the first half of 2025 shows a year-on-year increase in net profit, with a significant rise in gross profit margin and a decrease in financial expenses [2][3]. - The company is making substantial progress in multiple key projects, particularly in electronic chemicals and new energy battery materials, which are expected to enhance long-term growth potential [10][11]. - The stability of major product prices is noted, providing support for the company's performance [4]. Financial Performance Summary - For the first half of 2025, the company reported a revenue of 2.444 billion, a decrease of 3.73% year-on-year, while net profit increased by 35.29% to 334 million [1]. - The overall gross margin for the first half of 2025 was 25.24%, an increase of 4.66 percentage points compared to the same period in 2024 [2]. - The company’s operating cash flow decreased by 5.83% year-on-year, while investment cash flow improved significantly by 96.42% [3]. Project Development Summary - The company has achieved significant milestones in its key projects, including the successful trial production of an 80,000-ton electronic-grade hydrogen peroxide project and the completion of regulatory procedures for a 71,000-ton wet electronic chemicals project [4][10]. - In the synthetic ammonia project, the company is progressing steadily with a production capacity of 101,800 tons of liquid ammonia and 66,400,000 Nm³ of hydrogen expected upon completion [10]. Future Earnings Projections - The company is projected to achieve revenues of 56.83 billion, 65.44 billion, and 72.04 billion for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 7.46 billion, 9.86 billion, and 11.73 billion [12].

安徽天禾律师事务所 关于安徽金禾实业股份有限公司 第三期核心员工持股计划（草案） 之 法律意见书 安徽天禾律师事务所 安徽天禾律师事务所 法律意见书 ANHUI TIANHE LAW OFFICE 地址：安徽省合肥市怀宁路 288 号置地广场 A 座 34-35F 电话：（0551）62642792 传真：（0551）62620450 安徽天禾律师事务所 法律意见书 安徽天禾律师事务所 关于安徽金禾实业股份有限公司 第三期核心员工持股计划（草案）之 法律意见书 2、本所律师同意将本法律意见书作为金禾实业实施本次员工持股计划所必 备的法定文件随其他文件一同披露，并愿意承担相应的法律责任。 安徽天禾律师事务所 法律意见书 3、在有关事实无法获得其他资料佐证或基于本所专业无法作出核查及判断 时，本所不得不依靠金禾实业及有关人士、有关机构出具的证明文件、说明文件 或专业性文件而出具本法律意见书。本所已得到金禾实业及有关各方的保证，其 向本所提供的所有法律文件和资料（包括原始书面材料、副本材料或口头证言） 均是完整的、真实的、有效的，且已将全部事实向本所律师披露，无任何隐瞒、 遗漏、虚假或误导之处，并且已向本所提供了为 ...

Group 1 - The core viewpoint of the report indicates that the chemical industry is approaching the end of its current cycle, with a focus on demand recovery in 2024, particularly in infrastructure and exports, while the real estate cycle continues to decline [1][4] - From the demand side, infrastructure and export are expected to remain robust in 2024, with consumption showing resilience after two years of recovery [1][3] - On the supply side, global chemical capital growth is projected to turn negative in 2024, while domestic construction projects are seeing a rapid decline in growth, nearing a bottom by Q2 2024 [1][3] Group 2 - The report outlines various industry indicators, including valuation metrics, price indices, supply-side metrics, import/export contributions, downstream industry performance, and global macroeconomic indicators [2] - Specific recommendations for investment opportunities include sectors such as refrigerants, phosphates, amino acids, and organic silicon, with suggested companies for each sector [4][5] - The report emphasizes the need for companies to adapt to changing global trade dynamics, focusing on both internal production capabilities and external market opportunities [5]

Group 1 - The company held its second extraordinary general meeting of shareholders on August 4, 2025, where it approved the election of Meng Zheng as an independent director for the seventh board of directors [1] - Meng Zheng has not yet obtained the independent director qualification certificate recognized by the Shenzhen Stock Exchange as of the date of the meeting notification [1] - Meng Zheng has committed to participate in the latest independent director qualification training and has successfully completed the training, obtaining the independent director training certificate issued by the Shenzhen Stock Exchange [1]

证券日报网讯 9月15日晚间，金禾实业发布公告称，公司于2025年8月4日召开了2025年第二次临时股东 大会，审议通过了《关于选举第七届董事会独立董事候选人的议案》，同意选举孟征先生为公司第七届 董事会独立董事，任期自公司2025年第二次临时股东大会审议通过之日起至第七届董事会届满之日止。 近日，公司收到孟征先生的通知，孟征先生已按相关规定参加了深圳证券交易所举办的上市公司独立董 事任前培训（线上），并取得了深圳证券交易所创业企业培训中心颁发的《上市公司独立董事培训证 明》。 （文章来源：证券日报） ...