2月4日，赞宇科技涨5.05%，截至发稿，报14.14元/股，成交9959.88万元，换手率1.63%，总市值66.51 亿元。 资料显示，赞宇科技集团股份有限公司位于浙江省杭州市西湖区古墩路702号，成立日期2000年9月19 日，上市日期2011年11月25日，公司主营业务涉及表面活性剂产品和油脂化工产品的生产和销售。主营 业务收入构成为：油脂化学品52.21%，表面活性剂(含洗护用品)45.59%，贸易及其他业务1.75%，加工 劳务0.45%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 国寿安保智慧生活股票A（001672）成立日期2015年9月1日，最新规模21.21亿。今年以来收益 14.15%，同类排名342/5562；近一年收益58.5%，同类排名799/4285；成立以来收益282.55%。 国寿安保智慧生活股票A（001672）基金经理为张琦。 截至发稿，张琦累计任职时间15年216天， ...

证券日报网讯1月26日，赞宇科技（002637）在互动平台回答投资者提问时表示，截至1月9日，公司股 东人数为20690户。 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][9]. Core Insights - The increase in Indonesia's crude palm oil export levy from 10% to 12.5% is expected to enhance the profitability per ton for the company's operations in Indonesia [3][4]. - The company is positioned as a leading enterprise in domestic oil chemical, surfactants, and personal care processing, with significant production capacities exceeding 1 million tons per year for oil chemical products and over 1.2 million tons for surfactants [3][9]. - The company anticipates revenue growth of 39% in 2025, followed by 16% in 2026 and 8% in 2027, with net profit projections of 3.0 billion, 4.1 billion, and 5.1 billion yuan respectively during the same period [3][9]. Summary by Relevant Sections Tax Rate Impact - The increase in the export levy is expected to boost the absolute tax amount paid, thereby enhancing the profitability of the company's Indonesian subsidiary, Dukuda [4][6]. Production Capacity and Profitability - Dukuda's new production capacity is being released in an orderly manner, and the combination of increased tax revenue and production capacity is expected to lead to simultaneous volume and price increases, enhancing overall profitability [6][9]. - The utilization rates for surfactants and OEM/ODM processing are steadily improving, which is anticipated to drive profitability upward [7]. Future Growth Potential - The company is focusing on the gradual ramp-up of OPO structured fat production, which is projected to achieve sales in the kiloton range within the year [8]. - The company has secured contracts with major clients such as White Cat and Unilever, which will help improve the operational rates of its processing capacity [7].

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][9]. Core Views - The increase in Indonesia's crude palm oil export levy from 10% to 12.5% is expected to enhance the profitability per ton for the company's Dukuda operations in Indonesia [3][4]. - The Dukuda project is progressing steadily, with new capacity expected to be released in an orderly manner, which, combined with the increased tax, is anticipated to achieve both volume and price growth [3][6]. - The utilization rates for surfactants and OEM/ODM processing are continuously improving, which is expected to drive profitability upward [3][7]. - The company is poised to gradually ramp up its OPO structured fat production, with expectations of achieving significant sales within the year [3][8]. Financial Projections - The company is projected to generate revenues of 14.9 billion, 17.3 billion, and 18.8 billion yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 39%, 16%, and 8% [3][9]. - The net profit attributable to the parent company is expected to be 300 million, 410 million, and 510 million yuan for the same years, reflecting year-on-year growth rates of 119%, 37%, and 24% [3][9]. - The diluted EPS is forecasted to be 0.63, 0.87, and 1.08 yuan, with corresponding P/E ratios of 19.6, 14.2, and 11.4 times [3][9].

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920471 | 美邦科技 | 1 | 29.94 | 14.55亿 | 37.83 | | 300927 | 江天化学 | 1 | 19.99 | 43.76亿 | 30.03 | | 920304 | 迪尔化工 | 1 | 11.10 | 25.01亿 | 12.89 | | 300721 | 怡达股份 | 4 | 10.65 | 25.17亿 | 19.95 | | 605366 | 宏柏新材 | 1 | 10.08 | 46.16亿 | 14.52 | | 000949 | 新乡化纤 | 中 | 10.03 | 127亿 | 35.64 | | 600230 | 沧州大化 | 4 | 10.00 | 75.13亿 | 18.94 | | 002810 | 山东赫达 | 1 | 10.00 | 60.95亿 | 17.94 | | 600955 | 维远股份 | 1 | 9.99 | 113亿 | 27.10 | | 002637 | 赞宇科技 | ...

Group 1 - The A-share market's chemical sector saw significant gains, with multiple companies hitting their daily price limits, indicating strong investor interest and market momentum [1] - Major global chemical companies such as BASF, Dow, and Huntsman have announced price increases across Europe, Asia, and the Middle East, contributing to the bullish sentiment in the sector [1] Group 2 - Meibang Technology experienced a 29.94% increase, reaching a market capitalization of 1.455 billion [2] - Jiangtian Chemical rose by 19.99%, with a total market value of 4.376 billion [2] - Other notable performers include Dier Chemical (+11.10%), Yida Co. (+10.65%), and Hongbai New Materials (+10.08%), all contributing to the overall positive trend in the chemical sector [2]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 根据喜娜AI异动分析，赞宇科技涨停原因可能如下，业绩增长+海外布局+产能扩张： 1、公司基本面表 现良好，2025年前三季度营收同比增长27.92%，净利润增长24.96%，扣非净利润大增49.93%，显示出 公司业绩的稳健增长，为股价上涨提供了坚实的基本面支撑。 2、公司海外布局优势明显，印尼杜库达 工厂在原材料采购、税收政策等方面具有显著优势，这有助于降低公司的生产成本，提高市场竞争力， 增强投资者对公司未来发展的信心。同时，公司洗护用品OEM/ODM加工能力达110万吨，在建工程增 长88.39%，产能扩张明显，有望进一步提升公司的市场份额和盈利能力。 3、从资金流向来看，同花顺 资金监控可能显 ...

Market Overview - The chemical products sector experienced a decline of 0.55% on January 14, with Chenghe Technology leading the losses [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index rose to 14248.6, up 0.56% [1] Top Gainers in Chemical Sector - Qicai Chemical (300758) saw a significant increase of 20.01%, closing at 16.85 with a trading volume of 524,100 shares and a turnover of 832 million [1] - Changhua Chemical (301518) rose by 12.77%, closing at 44.60 with a trading volume of 124,200 shares and a turnover of 519 million [1] - Demei Chemical (002054) increased by 9.99%, closing at 8.81 with a trading volume of 420,300 shares and a turnover of 360 million [1] Top Losers in Chemical Sector - Chenghe Technology (688625) declined by 5.79%, closing at 58.71 with a trading volume of 88,500 shares and a turnover of 525 million [2] - Duofuduo (002407) fell by 4.31%, closing at 31.55 with a trading volume of 1,265,100 shares and a turnover of 404.6 million [2] - Kaisa Bio (688065) decreased by 3.97%, closing at 59.77 with a trading volume of 158,000 shares and a turnover of 965 million [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 1.757 billion from institutional investors, while retail investors saw a net inflow of 1.333 billion [2] - The top stocks with significant net inflows from retail investors include Qicai Chemical (300758) with a net inflow of 256 million [3] - Demei Chemical (002054) also had a notable net inflow of 108 million from retail investors [3]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to experience an upward cycle due to the implementation of "anti-involution" policies in China and the accelerated exit of some European facilities [29] - The report highlights the potential for domestic substitution of semiconductor materials from Japan due to rising geopolitical tensions, which could benefit various companies in the sector [5] - The chromium salt industry is undergoing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with a projected supply-demand gap of 340,900 tons by 2028 [8] Summary by Sections Industry Performance - The chemical industry has shown strong relative performance with a 1-month increase of 10.7%, 3-month increase of 9.6%, and a 12-month increase of 45.1%, outperforming the CSI 300 index [3] Price Trends - Key products such as lithium carbonate and polysilicon have seen significant price increases, supported by policy guidance and industry self-discipline [12] - The price of chromium salts has remained stable, with metal chromium priced at 82,000 CNY/ton as of January 9, 2026 [15] Investment Opportunities - Focus on companies with low-cost expansion capabilities, such as Wanhu Chemical and Hualu Hengsheng, as well as those in sectors with improving market conditions like chromium salts and phosphates [6][9] - High dividend yield opportunities are identified in state-owned enterprises like China Petroleum and China National Chemical [10] Key Company Tracking - Companies such as Dongfang Shenghong and Huabei Yihua are highlighted for their earnings potential, with projected EPS growth for 2026 [30] - The report tracks specific price movements for various chemicals, including a notable increase in the price of ammonium phosphate and a stable price for urea [17][19]

证券代码：002637 证券简称：赞宇科技 公告编号：2025-058 赞宇科技集团股份有限公司 关于变更签字注册会计师的公告 三、本次变更对公司的影响 本次变更过程中相关工作安排已有序交接，变更事项不会对公司 2025 年 本公司及董事会全体人员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 赞宇科技集团股份有限公司（以下简称"公司"）已于 2025 年 4 月 20 日、2025 年 5 月 30 日召开第六届董事会第二十次会议、2024 年年度股东大会审议通过了 《关于续聘会计师事务所的议案》，同意续聘天健会计师事务所（特殊普通合伙） （以下简称"天健事务所"）为公司 2025 年度审计机构。具体内容详见公司于 2025 年 4 月 21 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于续聘 2025 年度审计机构的公告》（公告编号：2025-014）。 公司近日收到天健事务所出具的《关于变更签字注册会计师的函》，现将具 体情况公告如下： 一、本次变更签字注册会计师的情况 天健事务所作为公司2025年度财务报表和 2025年末财务报告内部控制审计 ...