Core Viewpoint - The company has successfully launched its production projects for maleic anhydride and methyl isobutyl ketone, expanding its product offerings and enhancing operational efficiency [2]. Group 1: Production and Capacity - The company’s light hydrocarbon comprehensive utilization project (Phase I) includes a maleic anhydride production capacity of 240,000 tons per year and a granulation project with a capacity of 100,000 tons per year, both of which have been successfully put into operation [2]. - The company’s methyl isobutyl ketone production capacity stands at 100,000 tons per year, utilizing a self-developed process that is more cost-effective than the commonly used olefin hydration method in the domestic market [2]. Group 2: Technological Advancements - The company employs a n-butane oxidation process for maleic anhydride production, which not only generates maleic anhydride but also produces significant amounts of steam for use in other facilities, leading to substantial benefits for the company [2]. - A 500 tons per year maleic anhydride catalyst facility has been established, allowing the company to conduct in-depth research on reactions, optimize conditions, reduce production costs, and enhance competitiveness within the industry [2]. Group 3: Product Diversification - The company is working on upgrading the quality of ethanol produced alongside methyl isobutyl ketone, aiming to create diversified products that align with the needs of downstream electronic chemical clients [2].

（文章来源：证券日报） 证券日报网讯 1月27日，宇新股份在互动平台回答投资者提问时表示，2019年-2024年均为盈利。对于 2025年度出现的业绩波动，公司已深入分析原因并正在积极优化。受台风及新装置投产初期运行不稳定 等因素影响，公司物料损耗增加、运行成本上升，同时主要产品市场价格低迷压缩了盈利空间。为此， 公司正着力优化新旧装置、公用工程配套之间的衔接与物料平衡，加强园区配套及上下游产业协同，以 提升整体经济效益。通过这些综合措施，公司致力于改善经营绩效，为股东创造长期稳定的回报。 ...

中国经济网北京1月27日讯宇新股份（002986）(002986.SZ)昨晚发布2025年度业绩预告显示，预计2025 年归属于上市公司股东的净利润-3500万元至-5000万元；扣除非经常性损益后的净利润-5000万元 至-7000万元。 | | | | | | 单位:万元 | | --- | --- | --- | --- | --- | --- | | 项 目 | 本报告期 | | | | 上年同期 | | 归属于上市公司股东的净利润 | | -5.000 | 2 | -3,500 | 30.704.93 | | | 比上年同期下降 | -116.28% | 2 | -111.40% | | | 扣除非经常性损益后的净利润 | | -7,000 | ર | -5,000 | 28,782.11 | | | 比上年同期下降 | -124.32% | 2 | -117.37% | | | 基本每股收益(元/股) | | -0.1338 | 2 | -0.0931 | 0.8120 | 2024年，宇新股份实现营业收入77.01亿元，同比增长16.51%；归属于上市公司股东的净利润3.07亿 元，同比下降32 ...

Core Viewpoint - Yuxin Co., Ltd. (002986.SZ) expects a net profit attributable to shareholders of the listed company to be between -50 million and -35 million yuan for 2025, with a net profit excluding non-recurring gains and losses projected to be between -70 million and -50 million yuan [1] Group 1: Financial Performance - The company's main products, including methyl tert-butyl ether, maleic anhydride, isopropanol, and butanone, are facing price pressure due to changes in industry supply and demand dynamics, leading to a narrowing of the price difference between products and raw materials [1] - The shutdown of the isooctane unit has also exerted pressure on gross margins [1] Group 2: Operational Challenges - During the reporting period, the subsidiary Boke New Materials' light hydrocarbon comprehensive utilization project faced challenges in stability during trial production due to adverse weather and the lack of operational infrastructure, resulting in high material loss and switching costs [1] - The production facilities of subsidiaries Yuxin Chemical and Yuxin New Materials underwent planned maintenance shutdowns, and Yuxin Chemical experienced a temporary shutdown due to a safety production accident, impacting current production levels [1] - The company has completed maintenance and resumed production, with plans to enhance safety management to ensure stable operations moving forward [1] Group 3: Market Conditions - The biodegradable materials market is currently in a downturn due to a combination of policy and demand-side factors, leading to the PBAT production unit of the subsidiary Boke New Materials not being put into production, which has temporarily hindered its economic benefits [1] - The company has made impairment provisions for related assets based on a cautious approach [1]

Core Viewpoint - Yuxin Co., Ltd. is expected to report a net profit attributable to shareholders of the listed company for 2025 in the range of -50 million to -35 million yuan, indicating a significant year-on-year decrease of 117.37% to 124.32% in net profit excluding non-recurring gains and losses [1] Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders for 2025 to be between -50 million and -35 million yuan [1] - The expected net profit excluding non-recurring gains and losses is projected to be between -70 million and -50 million yuan, reflecting a year-on-year decline of 117.37% to 124.32% [1] Group 2: Reasons for Performance Change - The company's main products, including methyl tert-butyl ether, maleic anhydride, isopropanol, and butanone, are facing price pressure due to changes in industry supply and demand dynamics, leading to a narrowing price spread between products and raw materials [1] - The shutdown of the isooctane facility has also negatively impacted gross margins [1] - The subsidiary Boke New Materials' light hydrocarbon comprehensive utilization project faced challenges during trial production due to adverse weather and infrastructure issues, resulting in high material loss and switching costs [1] - Scheduled maintenance at subsidiaries Yuxin Chemical and Yuxin New Materials, along with a temporary shutdown due to a safety incident at Yuxin Chemical, affected production volumes [1] - The biodegradable materials market is currently in a downturn due to policy and demand factors, leading to the non-operation of Boke New Materials' PBAT production facility and the need for impairment provisions on related assets [1]

证券代码：002986 证券简称：宇新股份 公告编号：2026-010 广东宇新能源科技股份有限公司 2025 年度业绩预告 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、误导性陈述或重大遗漏。 一、本期业绩预计情况 公司已就业绩预告有关事项与年审会计师事务所进行了预沟通，双方在业绩 预告方面不存在分歧。 本次业绩预告未经会计师事务所审计。 三、业绩变动原因说明 1.受行业供需格局变化及产品价格波动等因素影响，公司主要产品甲基叔丁 基醚、顺酐、异丙醇、丁酮等市场价格承压，产品与原料价差收窄；同时，异辛 烷装置停产亦对毛利造成挤压。 2.报告期内，子公司博科新材的轻烃综合利用项目一期部分装置及二期项目 陆续进入试生产，作为大型装置首次整体运行，在长输管廊等基础设施未投用的 情况下，受不利天气等因素干扰，装置稳定性面临挑战，导致物料损耗及开停工 切换成本偏高。 3.报告期内，子公司宇新化工、宇新新材生产装置按计划实施停工检修；此 外，宇新化工因安全生产事故临时停产，均对当期产量造成一定影响。公司已全 面完成检修并复产，将加强安全管理，保障后续稳定运行。 业绩预告期间：2025 年 1 ...

Group 1 - The core point of the article is that Yuxin Co., Ltd. has received an administrative penalty for safety violations related to fire hazards and electrical safety [1] Group 2 - Yuxin's wholly-owned subsidiary, Huizhou Yuxin Chemical Co., Ltd., was found to have two violations: failure to eliminate fire hazards from a June 18 incident and improper arrangement of fire cables [1] - The company has been fined a total of 610,000 RMB (approximately 61 million yuan) for these violations, as per the relevant safety production laws [1]

证券代码：002986 证券简称：宇新股份 公告编号：2026-009 （二）行政处罚依据及处罚决定 惠州宇新化工有限责任公司未采取措施消除 6 月 18 日火灾隐患的行为，违 反了《中华人民共和国安全生产法》第四十一条第二款的规定；依据《中华人民 共和国安全生产法》第一百零二条、《应急管理行政裁量权基准暂行规定》（应 急管理部令第 12 号）第十条第一款，以及参照《应急管理行政处罚裁量权基准》 序号 46 的规定，惠州宇新化工有限责任公司未对 1 处事故隐患采取措施消除， 对惠州宇新化工有限责任公司作出处以罚款人民币壹万元（¥10000. 00 元）的行 政处罚。 广东宇新能源科技股份有限公司 关于全资子公司收到《行政处罚决定书》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"）于近日收到全资子公 司惠州宇新化工有限责任公司（以下简称"宇新化工"）转报的惠州大亚湾经济技 术开发区管理委员会应急管理局下发的《行政处罚决定书》（（惠湾）应急罚〔2026〕 1 号），现将相关情况公告如下： 惠州大亚湾经济技术 ...

证券日报网讯1月22日，宇新股份（002986）在互动平台回答投资者提问时表示，截至2026年1月20日收 盘，公司股东人数为15615户。 ...

证券代码：002986 证券简称：宇新股份 公告编号：2026-008 广东宇新能源科技股份有限公司 2026 年第一次临时股东会决议公告 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。 特别提示： 1、会议召开时间 现场会议时间：2026 年 1 月 22 日 14:30 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间： 2026 年 1 月 22 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过深圳证券 交易所互联网投票系统投票的具体时间：2026 年 1 月 22 日 9:15-15:00 任意时间。 2、会议召开地点：广东省惠州市惠东县惠州新材料产业园新材二路 8 号博 科生产管理楼 503 会议室 1、本次股东会无增加、变更、否决议案的情况； 2、本次会议无变更前次股东会决议的情况。 一、会议召开和出席情况 （一）会议召开情况 3、会议召开方式：现场投票与网络投票相结合的方式 4、会议召集人：公司董事会 5、会议主持人：董事长胡先念 6、会议股权登记日：2026 年 1 月 16 日 7、本次股东 ...