Core Viewpoint - The company is actively engaging in the lithium battery materials supply chain through various products and is focused on the development of new energy materials technology [1] Group 1: Product Development and Capacity - The company has established an annual production capacity of 10,000 tons for bisulfimide lithium (LiFSI) and plans to expand total capacity to 30,000 tons [1] - The company is involved in the supply chain with products such as thionyl chloride, lithium salt precursors, and electrolyte additives [1] Group 2: Customer Engagement and Market Strategy - The company has initiated product validation and joint development with multiple industry clients, establishing a corresponding quality control system [1] - The company has recently achieved some sales and will continue to steadily advance the research and industrialization of related products while actively following up on customer cooperation and market feedback [1] Group 3: Information Disclosure - The company commits to fulfilling information disclosure obligations in accordance with relevant regulations in case of significant developments [1]

金禾实业（002597.SZ）12月29日在投资者互动平台表示，公司氯化亚砜产品广泛应用于新能源、食品 添加剂、医药等领域，其中新能源领域需求占比正逐步提升。 每经AI快讯，有投资者在投资者互动平台提问：公司现有8万吨/年氯化亚砜产能，目前在新能源领域的 需求占比多少？ （文章来源：每日经济新闻） ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司电池级硫酸是否面向市场供货？ 金禾实业（002597.SZ）12月29日在投资者互动平台表示，公司电池级硫酸产品的市场供货工作正按既 定规划有序推进，目前进展符合预期，并已初步实现客户对接。公司对该产品的市场潜力持乐观态度， 后续将根据商业化进展及时通过公告向投资者更新信息。 （记者 王瀚黎） ...

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]

Core Viewpoint - The company, Jinhe Industrial, is actively engaging in the lithium battery materials supply chain through various products and is focused on the development of new energy materials technology [1] Group 1: Product Development and Capacity - The company has established an annual production capacity of 10,000 tons for bisulfimide lithium (LiFSI) and plans to expand total capacity to 30,000 tons [1] - The company is involved in the supply chain with products such as chlorosulfonic acid, lithium salt precursors, and electrolyte additives [1] Group 2: Customer Engagement and Market Strategy - The company has initiated product validation and joint development with multiple industry clients, establishing a corresponding quality control system [1] - Recent sales have been achieved, indicating progress in the commercialization of their products [1] - The company will continue to advance product research and industrial layout while actively following up on customer cooperation and market feedback [1]

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]