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 ...

证券日报网讯12月15日，赞宇科技（002637）在互动平台回答投资者提问时表示，截至10月31日，公司 股东人数为22154户。 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to benefit from a shift in supply chain dynamics due to geopolitical tensions, particularly in semiconductor materials, leading to accelerated domestic replacements [5][6] - The chromium salt industry is experiencing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with significant price increases noted [8][9] - The report highlights a potential upturn in the chemical industry as supply-side constraints and rising demand could enhance profitability and dividend yields for leading companies [6][10] Summary by Sections Industry Performance - The basic chemical sector has shown a 24.0% increase over the past 12 months, outperforming the CSI 300 index, which increased by 16.9% [3] Key Opportunities - Focus on low-cost expansion opportunities in companies such as Wanhua Chemical and Hualu Hengsheng, as well as sectors like tire manufacturing and pesticide formulations [6][9] - Emphasis on sectors with improving market conditions, including chromium salts, phosphate rock, and polyester filament [9][10] Price Trends - Recent price increases for key products include chromium oxide green at 35,500 CNY/ton and metallic chromium at 84,000 CNY/ton, both up by 1,000 CNY/ton from the previous week [8][16] - The report notes a tightening supply for isooctanol, with prices rising due to increased demand and production disruptions [13] Company Focus - The report identifies several key companies for investment, including Dongfang Shenghong, Hubei Yihua, and Wanhua Chemical, with positive earnings forecasts and attractive price-to-earnings ratios [28]

Core Points - Zanyu Technology announced the convening of the 22nd meeting of the 6th Board of Directors on September 15, 2025, and the first extraordinary shareholders' meeting on October 9, 2025, to review and approve the proposal to expand its business scope and amend relevant clauses [2] - The company elected Zhang Jingguo as the chairman of the 7th Board of Directors and appointed Zou Huanjin as the general manager, along with several other senior management appointments [2] - Zanyu Technology has completed the registration procedures for business scope changes, articles of association filing, and the registration of directors and senior management personnel with the Zhejiang Provincial Market Supervision Administration, and has obtained a new business license [2]

证券代码：002637 证券简称：赞宇科技 公告编号：2025-057 赞宇科技集团股份有限公司 关于经营范围完成工商变更登记的公告 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。 一、本次变更的基本情况 公司于近日在浙江省市场监督管理局完成了经营范围变更、公司章程备案、 董事和高级管理人员备案等工商登记手续，并取得了浙江省市场监督管理局换发 的《营业执照》，除前述事项外，公司营业执照其他登记事项未发生变更。 二、新取得《营业执照》基本登记信息 统一社会信用代码：91330000723629902K； 名称：赞宇科技集团股份有限公司； 住所：浙江省杭州市城头巷 128 号； 法定代表人：邹欢金； 注册资本：肆亿柒仟零肆拾万壹仟元； 公司类型：其他股份有限公司（上市）； 赞宇科技集团股份有限公司（以下简称"公司"）分别于 2025 年 9 月 15 日、 2025 年 10 月 9 日召开了第六届董事会第二十二次会议和 2025 年第一次临时股 东会，审议通过了《关于增加经营范围并修订<公司章程>相关条款的议案》，具 体内容详见公司于 2025 年 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Views - The chemical industry is expected to benefit from the ongoing "anti-involution" measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift is anticipated to enhance cash flow and dividend yields for companies in the sector, transforming them from cash-consuming entities to cash-generating ones [7][27] - The report highlights the potential for domestic substitutes for Japanese semiconductor materials due to rising tensions in Sino-Japanese relations, which could accelerate the domestic market's growth in this area [6] Summary by Sections Recent Trends - The chemical industry has shown a relative performance increase of 16.1% over the past 12 months, outperforming the CSI 300 index, which increased by 11.6% [4] Key Price Movements - DMC (Dimethyl Carbonate) prices rose to 4400 CNY/ton, up 14.29% week-on-week, driven by strong demand from the electrolyte sector [14] - Lithium battery electrolyte prices increased to 27000 CNY/ton, up 8.00% week-on-week, although profit margins for manufacturers are under pressure due to rising raw material costs [14] - Diammonium phosphate prices in East China reached 3850 CNY/ton, up 5.48% week-on-week, amid rising production costs [14] Investment Opportunities - The report identifies four key opportunities in the chemical sector: 1. Low-cost expansion, focusing on companies like Wanhua Chemical and Hualu Hengsheng [9] 2. Improved industry conditions, particularly in chromium salts and phosphate rock [10] 3. New materials with high growth potential, such as electronic chemicals and aerospace materials [11] 4. High dividend yields from state-owned enterprises in the chemical sector, including China Petroleum and China National Chemical [11] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for several firms in the chemical sector, with many rated as "Buy" [28]

Group 1: Company Overview - Zanyu Technology Group is a high-tech enterprise specializing in the research and manufacturing of surfactants, fatty chemical products, and personal care products (OEM/ODM processing) [2] - The company has become a leading enterprise in the domestic research and production of surfactants and fatty chemical products [2] - The headquarters is located in Hangzhou, with production bases in multiple locations including Zhejiang, Jiangsu, Sichuan, Henan, Guangdong, and Indonesia [2] Group 2: Production Capacity - Annual production capacity for surfactants exceeds 1.2 million tons [2] - Annual production capacity for fatty chemical products exceeds 1 million tons [2] - OEM/ODM processing capacity for personal care products reaches 1.1 million tons [2] Group 3: Product Applications - Surfactants are primarily used in detergents, cosmetics, food processing, and textile dyeing industries [3] - Fatty chemical products are applied in plastics, rubber, textiles, daily chemicals, leather, paper, and oil fields, indicating a broad market potential [3] Group 4: Export Markets - The company's export business targets countries and regions along the "Belt and Road," RCEP, the African Free Trade Area, and Latin America [3] Group 5: Raw Material and Cost Management - Key raw materials include palm oil, C12-14 alcohol, alkylbenzene, and olefins, with price fluctuations impacting production costs [4] - The company has implemented a pricing model adjustment and commodity hedging to mitigate the impact of raw material price volatility on performance [4] Group 6: Future Strategy - The company aims to enhance its market share and competitiveness by focusing on surfactants, fatty chemical products, and personal care products, while leveraging technological innovation and supply chain management [4] - The goal is to become a globally outstanding chemical manufacturing service provider [4]

Core Viewpoint - Zanyu Technology's stock price has experienced fluctuations, with a recent decline of 2.09% and a year-to-date increase of 15.28%, indicating volatility in market performance [1] Financial Performance - For the period from January to September 2025, Zanyu Technology achieved a revenue of 9.676 billion yuan, representing a year-on-year growth of 27.92% [2] - The net profit attributable to shareholders for the same period was 151 million yuan, reflecting a year-on-year increase of 24.96% [2] Shareholder Information - As of October 20, 2025, the number of shareholders increased to 21,800, up by 1.77% from the previous period [2] - The average number of circulating shares per shareholder decreased by 1.74% to 20,344 shares [2] Dividend Distribution - Since its A-share listing, Zanyu Technology has distributed a total of 637 million yuan in dividends, with 149 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, notable new institutional shareholders include Guangfa Multi-Factor Mixed Fund, holding 6.0415 million shares, and Jingshun Longcheng Stable Gain Bond Fund, holding 4.5491 million shares [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3] Business Overview - Zanyu Technology, established on September 19, 2000, and listed on November 25, 2011, specializes in the production and sales of surfactants and oil chemical products [1] - The company's revenue composition includes 52.21% from oil chemical products, 45.59% from surfactants (including personal care products), 1.75% from trade and other businesses, and 0.45% from processing services [1]

Key Points - The article highlights significant announcements from various companies, including acquisitions, project investments, and share buybacks [1][2] Company Announcements - Zhenai Meijia has no asset restructuring plans for the next twelve months [1] - Geer Software's quantum-resistant encryption products are still in the standardization and pilot application phase, indicating a distance from large-scale commercialization [1] - Xianiao New Energy plans to invest 1.525 billion yuan to construct a project with an annual production capacity of 50,000 tons of high-performance battery materials [1] - Gao Neng Environment has won a contract for a waste-to-energy project in Thailand [1] - Wei Hua New Material intends to acquire 70% of He Yu Tai for 154 million yuan [1] - Zanyu Technology has completed a share buyback of 1.9751% of its shares [1][2] - Aibulu's actual controller plans to reduce his stake by no more than 3% [2] - Wantong Technology plans to raise no more than 920 million yuan through a private placement [2] - Huiyuan Communication aims to raise no more than 610 million yuan through a private placement [1][2]

Core Points - Zanyu Technology announced the completion of its share repurchase plan as of November 18, 2025 [1] - The company repurchased a total of 9,290,700 shares during the repurchase period [1] - The repurchased shares represent 1.9751% of the company's total share count [1]