证券代码：002986 证券简称：宇新股份 公告编号：2025-062 广东宇新能源科技股份有限公司 第四届监事会第五次会议决议公告 一、会议召开情况 相关内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于 调整 2022 年限制性股票激励计划限制性股票回购价格的公告》。 2、《关于回购注销未达成解除限售条件及离职激励对象已获授但尚未解除 限售的限制性股票的议案》 监事会认为：鉴于公司 2022 年限制性股票激励计划授予的激励对象中有 16 人离职，其已不再符合激励对象的条件；公司 2022 年度限制性股票激励计划首 次授予的限制性股票第三个解除限售期的业绩目标条件未达成，预留授予的限制 性股票的第二个解除限售期的业绩目标条件未达成。公司拟按照调整后的价格 6.81 元/股对以上 16 名离职人员已获授但尚未解除限售的限制性股票进行回购注 销，对因业绩不达标未达成解除限售条件的首次授予和预留授予已获授但尚未解 除限售的限制性股票按调整后的价格 6.81 元/股加上银行同期定期存款利息之和 进行回购注销。该回购注销事宜符合公司《2022 年限制性股票激励计划（草案）》 及相 ...

证券代码：002986 证券简称：宇新股份 公告编号：2025-061 广东宇新能源科技股份有限公司 第四届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、会议召开情况 广东宇新能源科技股份有限公司（以下简称"公司"）第四届董事会第六次 会议通知于 2025 年 9 月 8 日以通讯方式发出，会议于 2025 年 9 月 11 日以现场 结合通讯方式在公司会议室召开，会议应出席董事 7 人，实际出席董事 7 人，其 中陈海波、杨朝合、熊政平、吴肯浩以通讯方式参加。会议由董事长胡先念先生 召集并主持，公司监事、高级管理人员等列席了本次会议。本次会议的召集、召 开符合有关法律、法规和《公司章程》的规定。经表决形成如下决议： 二、会议审议情况 与会董事经认真讨论并表决，审议并通过如下议案： 公司 2025 年第三次独立董事专门会议已审议通过此议案。 相关内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于 调整 2022 年限制性股票激励计划限制性股票回购价格的公告》。 2、《关于回购注销未达成解除 ...

Group 1 - The core viewpoint of the article highlights the decline in China's naphtha production, with a reported output of 6.33 million tons in July 2025, representing a year-on-year decrease of 5.3% [1] - Cumulative naphtha production from January to July 2025 reached 46.181 million tons, showing a slight decline of 0.1% compared to the previous year [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, indicating a comprehensive analysis of the naphtha industry in China [1] Group 2 - The article mentions several listed companies in the naphtha sector, including Sinopec (600028), Rongsheng Petrochemical (002493), and Donghua Energy (002221) among others [1] - Zhiyan Consulting has released a report titled "Market Supply and Demand Situation and Future Trend Analysis of China's Naphtha Industry from 2025 to 2031," which provides insights into the industry's future [1] - The report emphasizes the importance of industry research and consulting services in aiding investment decisions, showcasing Zhiyan Consulting's expertise in the field [1]

Group 1 - The stock price of Yuxin Co., Ltd. (002986) closed at 11.52 yuan on September 4, 2025, with an increase of 1.05% and a turnover rate of 1.23% [1] - The company has a significant geographical advantage in South China, which supports its export of MTBE, isopropanol, ketone, and succinic anhydride products to Southeast Asia, South Asia, and Europe [2] - The 30,000 tons/year diesel anti-wear agent project by Huizhou Boke Environmental New Materials Co., Ltd. is still under construction, and specific profit figures will be disclosed in future announcements [2] Group 2 - On September 4, 2025, the net outflow of main funds was 229.39 million yuan, while retail investors saw a net inflow of 361.89 million yuan [3][4] - The trading information indicates that speculative funds had a net outflow of 132.5 million yuan on the same day [4]

Core Viewpoint - Yuxin Co., Ltd. is currently constructing a 30,000 tons/year diesel anti-wear agent project, and the specific profit data will be disclosed in future announcements once the project reaches full production [1] Group 1 - The diesel anti-wear agent project is still under construction [1] - The company has not provided specific profit estimates for the project at this stage [1] - Future profit data will be based on subsequent disclosures from the company [1]

Investment Rating - The report maintains a "Buy" investment rating for the company [5]. Core Viewpoints - The company's performance is under short-term pressure due to low product prices, with total revenue for the first half of 2025 at 3.444 billion yuan, a year-on-year decrease of 7.62%, and net profit attributable to shareholders at 22 million yuan, down 89.24% year-on-year [1][2]. - The chemical and new materials business saw a revenue increase of 2.37% to 2.234 billion yuan, while the energy business revenue decreased by 21.75% to 1.210 billion yuan. The overall profitability has declined significantly due to narrowing price spreads between products and raw materials [2]. - The company has increased its R&D investment, reaching 175 million yuan, a 37.36% increase year-on-year, which has impacted cash flow negatively [3]. - The expansion of the butanol production capacity is expected to strengthen the company's competitive edge, with the new capacity projected to reach 150,000 tons per year [4][8]. - The company is expected to fill the market gap left by Shell's exit and improve performance through increased production of MTBE and butanediol, with projected net profits for 2025-2027 at 129 million, 410 million, and 518 million yuan respectively [9]. Summary by Sections Financial Performance - In the first half of 2025, the company reported total operating income of 3.444 billion yuan, a decrease of 7.62% year-on-year, and a net profit of 22 million yuan, down 89.24% year-on-year [1]. - The chemical and new materials segment's revenue increased by 2.37% to 2.234 billion yuan, while the energy segment's revenue decreased by 21.75% to 1.210 billion yuan [2]. R&D and Cash Flow - R&D expenses accounted for 2.78% of total revenue, with a significant increase in investment to 175 million yuan, impacting cash flow negatively [3]. Production Capacity and Market Position - The company is expanding its butanol production capacity, which is expected to enhance its market position and operational efficiency [4][8]. - The new MTBE production capacity is anticipated to help recover from the decline in profitability and fill the market void left by competitors [9]. Profit Forecast - The forecasted net profits for 2025, 2026, and 2027 are 129 million, 410 million, and 518 million yuan respectively, with corresponding P/E ratios of 35.1, 11.1, and 8.8 [9].

Group 1 - The company, Yuxin Co., announced on the evening of September 1 that it has repurchased a total of 4,728,600 shares through a special securities account for share repurchase, which accounts for 1.2330% of the company's total share capital [2]

格隆汇9月1日丨宇新股份(002986.SZ)公布，截至2025年8月31日，公司通过回购股份专用证券账户以集 中竞价方式回购公司股份4,728,600股，占公司总股本的1.2330%，最高成交价为13.19元/股，最低成交 价为10.67元/股，已使用资金总额53,573,569.39元（不含交易费用）。 ...

证券代码：002986 证券简称：宇新股份 公告编号：2025-060 广东宇新能源科技股份有限公司 关于回购股份方案实施进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 广东宇新能源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第四届董事会第四次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，拟使用自有资金和自筹资金（商业银行回购专项贷款）以 集中竞价交易方式回购公司部分社会公众股份，本次回购股份将用于实施股权激 励计划或员工持股计划。回购的资金总额不低于人民币 5,000 万元（含），不超 过人民币 8,000 万元（含）。回购价格不超过人民币 14 元/股（含本数，不超过 董事会审议通过本次回购股份决议前 30 个交易日公司股票交易均价的 150%）。 实施期限自董事会审议通过本次回购股份方案之日起不超过 12 个月。具体情况 详见公司于 2025 年 4 月 30 日披露在巨潮资讯网（http://www.cninfo.com.cn）的 《关于以集中竞价交易方式回购公司股份方案的公告》。 公司 ...

人民财讯8月26日电，近日，宇新股份（002986）控股子公司惠州博科环保新材料有限公司轻烃综合利 用项目(一期)中的24万吨/年顺酐装置产出纯度达99.9%的合格产品，产品各项指标高于国家标准。目前 生产装置运行稳定。 ...