Group 1: Company Overview - Zanyu Technology Group Co., Ltd. specializes in the research and manufacturing of surfactants, fatty chemical products, and personal care products (OEM/ODM) [2] - The company has established industrial production bases in multiple locations, including Hangzhou, Jiaxing, and Jakarta, with an annual production capacity of over 100,000 tons for surfactants and fatty chemical products [2][3] Group 2: Financial Performance - In 2024, the company's net profit attributable to shareholders is expected to be between 1.5 billion and 1.9 billion yuan, driven by rising prices of key raw materials like palm oil and fatty alcohol [3] - The company has implemented cost reduction and efficiency improvement measures, contributing to increased profitability [3] Group 3: Product Applications - Surfactant products are primarily used in detergents, cosmetics, food processing, and textile dyeing, while fatty chemical products serve various industries including plastics, rubber, and paper [3] - The company has a production capacity of 100,000 tons for liquid detergents and 50,000 tons for personal care products in its Jiangsu and Henan facilities, respectively [3][4] Group 4: Risk Management - The company faces risks from fluctuations in raw material prices, which can impact production costs and overall performance [3][4] - To mitigate these risks, the company has adopted a pricing model that allows for adjustments based on raw material costs and has engaged in commodity hedging activities [4] Group 5: Strategic Development - The company aims to strengthen its core business in daily chemical and fatty chemical products while enhancing its market share through technological innovation and supply chain management [5] - Future strategies include expanding operations in palm oil-producing regions like Indonesia and Malaysia, and increasing overseas business to tap into global markets [5]

证券代码：002637 证券简称：赞宇科技 公告编号： 2025-003 公司回购股份的时间、数量、价格及集中竞价交易的委托时段符合《深圳证 券交易所上市公司自律监管指引第9号——回购股份》第十七条、第十八条的相 关规定，具体说明如下： 赞宇科技集团股份有限公司 关于回购进展的公告 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。 赞宇科技集团股份有限公司（以下简称"公司"）于2024年11月19日召开第六 届董事会第十八次会议，审议通过了《关于回购股份的方案》，公司拟使用自有 资金或银行专项贷款资金以集中竞价交易方式回购部分公司已在境内发行的人 民币普通股（A股）股票，用于后期实施股权激励或员工持股计划。本次回购股 份价格不超过13.99元/股（含），本次回购股份的资金总额为不低于人民币10,000 万元（含）且不超过人民币20,000万元（含），具体回购资金总额以回购结束时 实际回购使用的资金总额为准。公司本次回购股份的期限自董事会审议通过本次 回购股份方案之日起12个月内。具体内容详见公司在《证券时报》和巨潮资讯网 （www.cninfo.co ...

证券时报网讯，赞宇科技（002637）1月23日发布2024年业绩预增公告，预计实现净利润为1.50亿元 ~1.90亿元，净利润同比增长70.68%~116.20%。 预告发布后5日股价上涨的占比63.18%。 证券时报•数据宝统计显示，赞宇科技今日收于9.53元，下跌6.57%，日换手率为3.72%，成交额为1.63 亿元，近5日下跌2.76%。 通过对2024年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股价上涨的占比63.41%，股 价发布当日股价涨停的有23家。 ...

Financial Performance Expectations - The company expects a net profit attributable to shareholders of 150 million CNY for 2024, a growth of 70.68% compared to the previous year[1] - The net profit after deducting non-recurring gains and losses is projected to be 105 million CNY, representing a significant increase of 185.06% year-on-year[1] - Basic earnings per share are anticipated to be 0.35 CNY, compared to a loss of 0.44 CNY per share in the previous year[1] Factors Influencing Performance - The increase in performance is primarily driven by rising prices of key raw materials such as palm oil and fatty alcohol, which have positively impacted product pricing[2] - The company has been gradually releasing new production capacity and is focusing on refined management to achieve cost reduction and efficiency improvement[2] Caution on Financial Data - The financial data presented is preliminary and may differ from the final figures disclosed in the 2024 annual report[3] - Investors are advised to make cautious decisions and be aware of investment risks related to the preliminary financial data[3]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Views - The company is a leading player in the domestic surfactant and oil chemical industry, with a strong focus on innovation and technology in the development and manufacturing of surfactants and oil chemical products [10][13]. - The palm oil price is expected to rise steadily, driven by the B40 biodiesel policy in Indonesia, which may stimulate the introduction of special export taxes [2]. - The company has strategically positioned itself in the OEM/ODM market, leveraging the stable growth of the domestic personal care product market to create a second growth curve [3]. Summary by Sections 1. Company Overview - The company has a rich history and has evolved into a high-tech enterprise specializing in surfactants and oil chemical products, with significant production capacity [10][13]. - As of the end of 2023, the annual production capacity for surfactants and oil chemical products exceeded 1.2 million tons and 1 million tons, respectively [10][13]. 2. Industry Position - The surfactant market in China is experiencing increasing concentration, with the company holding a leading position in the industry [26][36]. - The domestic surfactant production has shown steady growth, with production increasing from 3.5 million tons in 2018 to 4.7 million tons in 2023, reflecting a compound annual growth rate of approximately 6.06% [33]. 3. Oil Chemical Products - The company has a comprehensive range of oil chemical products, including stearic acid, fatty acids, and glycerol, with a significant portion of its production based on palm oil [51][57]. - The palm oil market is characterized by a stable supply from Indonesia and Malaysia, which together account for over 80% of global production [65]. 4. Strategic Initiatives - The company has established a production base in Indonesia to mitigate raw material supply risks and enhance cost advantages [3][65]. - The OEM/ODM business is expected to contribute significantly to revenue growth, with plans to increase production capacity to 1.5 million tons [3][48]. 5. Financial Projections - The company forecasts net profits of 212 million, 345 million, and 448 million yuan for 2024, 2025, and 2026, respectively, with corresponding price-to-earnings ratios of 22, 13, and 10 [4][3].

证券代码：002637 证券简称：赞宇科技 公告编号： 2025-001 赞宇科技集团股份有限公司 一、 首次回购公司股份的具体情况 截至2025年1月3日，公司通过回购专用证券账户以集中竞价交易方式累计回 购股份数量为31.25万股，占公司股份总数的比例为0.07%，最高成交价为人民币 9.70元/股，最低成交价为人民币9.51元/股，成交总金额为人民币2,998,887.00元 （不含交易费用）。本次回购价格未超过回购方案中拟定的13.99元/股。本次回 购股份资金来源为公司自有资金或银行专项贷款资金。本次回购符合既定的回购 方案和回购报告书及相关法律法规的规定。 二、 截至上月末回购股份的进展情况 截至2024年12月31日，公司尚未开始实施回购股份。 三、其他说明 关于首次回购股份暨回购进展的公告 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。 赞宇科技集团股份有限公司（以下简称"公司"）于2024年11月19日召开第六 届董事会第十八次会议，审议通过了《关于回购股份的方案》，公司拟使用自有 资金或银行专项贷款资金以集中竞价交易方式回购部分 ...

赞宇科技集团股份有限公司 舆情管理制度 赞宇科技集团股份有限公司 舆情管理制度 第一章 总则 第一条 为了提高赞宇科技集团股份有限公司（以下简称"公司"、"本公司"） 应对各类 舆情的能力，建立快速反应和应急处置机制，正确把握和引导网络舆论导向，及时、妥善 处理各类舆情对公司股价、公司商业信誉及正常生产经营活动等造成的影响，切实保护投 资者合法权益；根据《深圳证券交易所股票上市规则》等相关法律法规等规定并结合公司 实际情况，制定本制度。 第二条 本制度所称舆情包括： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成不良影响的传言或信息； 第二章 舆情管理的组织体系及其工作职责 第五条 公司应对各类舆情（尤其是媒体质疑危机时）实行统一领导、统一组织、快速 反应、协同应对。 第六条 公司成立应对舆情管理工作领导小组（以下简称"舆情工作组"），由公司董事 长任组长，董事会秘书任副组长，成员由公司其他高级管理人员及相关职能部门负责人组 成。 （三）可能或者已经影响社会公众投资者投资取向，造成股价异常波动的信息； （四）其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较 ...

本公司及董事会全体人员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 赞宇科技集团股份有限公司（以下简称"公司"）第六届董事会第十九次会议 于2024年12月30日在公司A1815（古墩路702号）会议室召开。本次会议的通知已 于2024年12月25日以书面、电话、传真、电子邮件等方式通知各位董事。本次会 议由董事长张敬国先生主持，会议应到董事9名，实到董事9名，达到法定人数。 公司的监事和高级管理人员列席了会议。会议符合《中华人民共和国公司法》和 《公司章程》的有关规定。会议通过如下决议： 一、会议以9票同意、0票弃权、0票反对，审议通过了《关于制定<舆情管理 制度>的议案》， 证券代码：002637 证券简称：赞宇科技 公告编号： 2024-056 赞宇科技集团股份有限公司 第六届董事会第十九次会议决议公告 特此公告！ 赞宇科技集团股份有限公司 董事会 2024 年 12 月 30 日 为提高公司应对各类舆情的能力，建立快速反应和应急处置机制，正确把握 和引导网络舆论导向，及时、妥善处理各类舆情对公司股价、公司商业信誉及正 常生产经营活动等造成的影响，切实保护投资者合法权益， ...

Investment Rating - The report maintains an "Outperform" rating for the company [3][24] Core Views - The company continues to roll out share repurchase plans, demonstrating confidence in its long-term development [3][4] - The price of palm oil, a key raw material, is entering an upward cycle, benefiting the company's profitability through inventory gains and tariff advantages from its Indonesian factory [4][5] - The company's OPO and other oleochemical products, as well as OEM/ODM capacity, are expected to ramp up gradually by 2025, driving profit growth [4][23] - The company is a leading player in China's oleochemical, surfactant, and personal care processing industries, with annual capacities exceeding 1 million tons for oleochemicals, 1.2 million tons for surfactants, and 1.1 million tons for OEM/ODM [24] Financial Projections - Revenue for 2024-2026 is projected at 11.7/14.1/17.1 billion yuan, with year-on-year growth rates of 22.1%/20.7%/21.4% [24] - Net profit attributable to shareholders for 2024-2026 is forecasted at 210/380/480 million yuan, with year-on-year growth rates of 1139.5%/81.8%/24.1% [24] - Diluted EPS for 2024-2026 is estimated at 0.45/0.81/1.01 yuan, with a current PE ratio of 24.0/13.3/10.7x [24] Industry Analysis - Palm oil prices have risen significantly, with prices increasing from 7,965 yuan/ton on September 10, 2024, to 10,260 yuan/ton on December 2, 2024, a 28.81% increase [5] - The company's main products, such as stearic acid and anionic surfactants, have also seen price increases, with stearic acid rising 20.11% and AES rising 27.04% over the same period [8] - Indonesia's implementation of the B40 biodiesel policy in 2025 is expected to increase palm oil consumption by approximately 2.25 million tons, supporting palm oil prices [12] Company Operations - The company plans to repurchase shares at a price not exceeding 13.99 yuan/share, with a total repurchase amount between 100-200 million yuan [3][4] - The company's Indonesian factory, Dukuda, benefits from proximity to raw materials and exemption from palm oil export taxes, enhancing profitability [19] - The company's OPO production capacity is expected to ramp up, with a planned increase from the current 20,000 tons, contributing to revenue by 2025 [23]

证券代码：002637 证券简称：赞宇科技 公告编号：2024-055 赞宇科技集团股份有限公司 关于以集中竞价交易方式回购公司股份的回购报告书 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。 重要内容提示： 1、赞宇科技集团股份有限公司（以下简称"公司"）使用自有资金或银行专 项贷款资金以集中竞价交易方式回购部分公司已在境内发行的人民币普通股（A 股）股票，用于后期实施股权激励或员工持股计划。本次回购股份的价格为不超 过人民币 13.99 元/股（含），不高于董事会审议通过本次回购股份方案决议前 30 个交易日公司股票交易均价的 150%。本次回购股份的资金总额为不低于人民币 10,000 万元（含）且不超过人民币 20,000 万元（含），具体回购资金总额以回购 结束时实际回购使用的资金总额为准。 按不超过人民币 20,000 万元（含）的回购金额上限测算，预计回购股份数量 为 14,295,926 股，约占公司已发行股份总股本的比例为 3.04%；按不低于人民币 10,000 万元（含）实施回购下限测算，预计回购股份数量为 7,147,963 ...