联泓新材料科技股份有限公司 2025 年第三季度报告 证券代码：003022 证券简称：联泓新科 公告编号：2025-041 联泓新材料科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）声明：保证季度报告中财务 信息的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 联泓新材料科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 2025 年前三季度，公司实现营业收入 45.68 亿元，同比下降 8.02%；实现归属于上市公司股东的 净利润 2.32 亿元，同比增长 30.32%；实现归属于上市公司股东的扣除非经常性损益的净利润 2.33 亿 元，同比增长55.14%。2025年前三季 ...

Group 1 - The chemical sector showed a strong rebound on October 14, with the Chemical ETF (516020) initially rising by 1.68% before settling at a 0.13% increase at the time of reporting [1] - Key stocks in the sector, including pure soda, potash, phosphate fertilizers, and phosphate chemicals, saw significant gains, with companies like Hebang Bio and Yilong Co. rising over 5% [1] - The Chemical ETF (516020) attracted substantial investment, with a net inflow of 119 million yuan on the previous day and a total net subscription exceeding 200 million yuan over four consecutive trading days [1][3] Group 2 - Tianfeng Securities highlighted stable demand in the basic chemical industry, with a focus on sub-industries such as sucralose, pesticides, MDI, and amino acids, while also noting the impact of domestic demand on mitigating tariff shocks [3] - Despite a 5.5% year-on-year decline in profits for the chemical raw materials and products manufacturing industry from January to August, certain products like hydrogen peroxide and hydrofluoric acid experienced price increases [3] - The Chemical ETF (516020) is currently at a relatively low price-to-book ratio of 2.36, indicating a favorable long-term investment opportunity [3] Group 3 - Dongfang Securities indicated a positive long-term outlook for the petrochemical industry, suggesting that recent policy adjustments could lead to a new phase of high-quality development [4] - Zhongyuan Securities recommended focusing on sectors benefiting from supply-side improvements, such as pesticides and organic silicon, while also considering potassium and phosphate fertilizers in the context of potential interest rate cuts by the Federal Reserve [4] - The Chemical ETF (516020) provides an efficient way to invest in the chemical sector, with nearly 50% of its holdings in large-cap leading stocks [4][5]

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - On October 9, the top ten stocks by purchase frequency in the stock group included companies such as Xiechuang Data (sz300857) and Lankai Technology (sh688008) [2] - The top ten stocks by purchase amount on the same day featured companies like SMIC (sh688981) and Lankai Technology (sh688008) [3] - The data for the top ten buy stocks/ETFs is based on the frequency of purchases by all participating contestants, while the top ten by purchase amount reflects the highest monetary investments [4]

Core Viewpoint - The company has successfully stabilized the production of electronic-grade hydrochloric acid and electronic-grade chlorine through its 10,000 tons/year electronic-grade high-purity gas facility, while continuing to develop new products based on market demand and R&D progress [1] Group 1 - The company has a production capacity of 10,000 tons/year for electronic-grade high-purity gases [1] - The company is currently producing electronic-grade hydrochloric acid and electronic-grade chlorine [1] - The company is focused on ongoing R&D for new products and will adjust its production capacity and product categories according to market needs [1]

Core Insights - The Lianhong Gelun integrated project for new energy materials and biodegradable materials has achieved overall handover in Zaozhuang, Tengzhou, and is expected to be fully operational by the end of this year [1] - The project represents a significant investment of 12.5 billion yuan and covers an area of approximately 1,700 acres, with production capacities including 1.3 million tons/year of methanol-to-olefins (DMTO), 200,000 tons/year of ethylene-vinyl acetate copolymer (EVA), 300,000 tons/year of propylene oxide (PO), 50,000 tons/year of polycarbonate (PPC), and 240,000 tons/year of polyether polyols (PPG) [1] - The project commenced site leveling in February 2023 and will see full construction starting in April 2024, with peak on-site personnel exceeding 12,000 [1] - The chairman of Lianhong Group emphasized the project's importance in solidifying the company's future development and aims for it to become a model of safety, innovation, and efficient operation in the industry [1] Future Plans - By the end of 2025, all projects planned under Lianhong's strategic phase 2.0 are expected to be implemented, leading to clearer business segments in new energy materials, biological materials, electronic materials, and specialty materials, with a richer product variety and enhanced scale [2]

Core Viewpoint - The article highlights the successful transition of the Shandong Lianhong Gelun 200,000 tons/year EVA facility into the trial operation phase, marking a significant milestone in the company's integrated project which has a total investment of 12.5 billion yuan [2]. Group 1: Project Overview - The Lianhong Gelun integrated project includes multiple facilities: 200,000 tons/year EVA, 300,000 tons/year propylene oxide (PO), 50,000 tons/year biodegradable PPC, 1.3 million tons/year methanol-to-olefins (MTO), and 240,000 tons/year PPG, covering an area of over 1,600 acres [2]. - The EVA facility utilizes Basell's patented tubular reactor technology, characterized by a high proportion of imported equipment, complex processes, and advanced automation, complementing the existing high-pressure kettle technology [2]. Group 2: Production Capacity and Future Plans - The company has established a current EVA production capacity of 150,000 tons/year, which will increase to 350,000 tons/year after the Lianhong Gelun project is operational [2]. - A new 300,000 tons/year POE project is in planning, with the first phase of 100,000 tons/year expected to be completed by the end of 2025, focusing on high-end olefin materials for photovoltaic applications [3].

（文章来源：证券日报） 证券日报网讯 9月26日晚间，联泓新科发布公告称，公司（含控股子公司）不存在对合并报表之外的单 位提供担保的情形，亦不存在逾期担保、涉及诉讼的担保及因担保被判决败诉而应承担损失的情形。 ...

证券代码：003022 证券简称：联泓新科 公告编号：2025-039 联泓新材料科技股份有限公司 关于为控股子公司提供担保的进展公告 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、误导性陈述或重大遗漏。 一、担保概述 为进一步落实公司创新驱动发展战略，深化新材料产业布局，满足子公司经 营发展需要，联泓新材料科技股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开第三届董事会第四次会议，于 2025 年 4 月 18 日召开 2024 年年度股 东大会，审议通过《关于为控股子公司江西科院生物新材料有限公司提供担保的 议案》，同意公司为江西科院生物新材料有限公司（以下简称"科院生物"）向金 融机构申请综合授信提供不超过 4 亿元的担保。 上 述 具 体 内 容 详 见 公 司 在 指 定 信 息 披 露 媒 体 及 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于为控股子公司提供担保的公告》等相关公告。 二、担保进展情况 近日，公司与九江农村商业银行股份有限公司柴桑支行签订了《保证合同》， 约定公司为科院生物在该银行办理的人民币 1 亿元贷款业 ...

证券日报网讯联泓新科（003022）9月24日在互动平台回答投资者提问时表示，公司平均借款利率不高 于市场同期利率水平，在建工程转固按照企业会计准则规范处理。公司严格依法纳税，2024年下半 年"税金及附加"变化不大主要是存在税收抵减。 ...

Group 1 - The core viewpoint of the article is that the company, Lianhong Xinke, has experienced a recent increase in the prices of its main products, including EVA and ultra-high molecular weight polyethylene, while other product prices remain relatively stable [1] - The company is operating its main facilities at full capacity and maintaining stable production, with all products being sold [1]