Group 1 - The company, Shanghai Yongli Belt Industry Co., Ltd., is acquiring a 50% stake in Shanghai Ketaike Transmission System Co., Ltd. from Ningbo Zhongdali Intelligent Transmission Co., Ltd. for a total price of 9.2777 million yuan [1] - The acquisition aims to enhance the company's industrial layout in the field of industrial transmission and strengthen control over its subsidiaries [1] - Following the completion of the industrial and commercial change registration, Ketaike has become a wholly-owned subsidiary of the company and will be included in the company's consolidated financial statements [1] Group 2 - Ketaike specializes in the research, production, and sales of electric rollers and related products [1] - The registered capital of Ketaike is 20 million yuan, and it was established on June 3, 2024 [1] - The business scope of Ketaike includes manufacturing bearings, gears, and transmission components, as well as general and specialized equipment manufacturing [1]

证券代码：300230 证券简称：永利股份 公告编号：2025-025 关于收购上海柯泰克传动系统有限公司 50%股权的进展公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、交易概述 为落实公司整体的发展战略与目标，完善在工业传送领域的产业布局，同时进 一步加强对子公司的控制力度，上海永利带业股份有限公司（以下简称"公司"、 "本公司"或"永利股份"）拟以自有资金购买宁波中大力德智能传动股份有限公 司（以下简称"中大力德"）持有的上海柯泰克传动系统有限公司（以下简称"柯 泰克"）50%股权，柯泰克主要从事电动滚筒及相关产品的研发、生产与销售等经 营活动。根据天道亨嘉资产评估有限公司出具的评估报告，经交易双方协商一致， 双方同意柯泰克 50%股权的最终交易价格为 927.77 万元。详情请见公司 2025 年 5 月 6 日披露于巨潮资讯网的《关于收购上海柯泰克传动系统有限公司 50%股权的公 告》（公告编号 2025-021）。 二、进展情况 近日，柯泰克已完成上述事项的工商变更登记手续，并取得了由上海市青浦区 市场监督管理局换发的《营业执照》，公司已按《股 ...

关于召开 2024 年年度股东会的提示性公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：300230 证券简称：永利股份 公告编号：2025-026 上海永利带业股份有限公司 上海永利带业股份有限公司（以下简称"公司"、"本公司"或"永利股份"） 第六届董事会第九次会议决定于 2025 年 5 月 30 日（星期五）召开 2024 年年度 股东会，并已于 2025 年 4 月 28 日在中国证监会指定的创业板信息披露网站上 发布了《关于召开 2024 年年度股东会的通知》。现将本次股东会的有关事项公告 如下： 一、召开会议的基本情况 1、股东会届次：2024 年年度股东会 2、股东会的召集人：公司董事会 3、会议召开的合法、合规性：公司第六届董事会第九次会议审议通过了《关 于召开 2024 年年度股东会的议案》，本次股东会会议的召开符合有关法律、行政 法规、部门规章、规范性文件和《公司章程》等规定。 4、会议召开的时间 （1）现场会议召开时间：2025 年 5 月 30 日（星期五）14:00； （2）网络投票时间：2025 年 5 月 30 日，其 ...

上海永利带业股份有限公司（以下简称"公司"、"本公司"或"永利股 份"）下属全资子公司 BROADWAY INDUSTRIES PTE. LTD.（注册于新加坡，以下简 称"新加坡百汇"）计划出资 600 万美元对其全资子公司 Broadway Precision Tech, S.A. de C.V.（注册于墨西哥，以下简称"墨西哥百汇"）进行增资，主要用于墨 西哥百汇的日常运营和业务发展，增强墨西哥百汇的持续经营和发展能力，进一 步提升墨西哥百汇的综合竞争力。详情请见公司 2025 年 2 月 7 日披露于巨潮资 讯网的《关于下属全资子公司向墨西哥子公司增资的公告》（公告编号 2025-002）。 二、进展情况 近日，新加坡百汇已对墨西哥百汇进行增资，墨西哥百汇亦已完成相应的增 资手续，并取得了注册资本变更的公证文件。增资完成后墨西哥百汇的股权结构 如下： | 股东名称 | 固定资本 | | 可变资本 | | | --- | --- | --- | --- | --- | | | A 系列股份数 | 价值（墨西哥比索） | B 系列股份数 | 价值（墨西哥比索） | | BROADWAY INDUSTRIE ...

A股塑料制品板块短线拉升，国风新材涨停，沃特股份此前封板，润阳科技、奇德新材、永利股份、津 膜科技、东材科技等跟涨。 ...

证券代码：300230 证券简称：永利股份 公告编号：2025-023 上海永利带业股份有限公司 关于收购上海永利恺博传动系统有限公司部分股权的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、交易概述 1、上海永利带业股份有限公司（以下简称"公司"、"本公司"或"永利股份"） 拟以自有资金购买自然人罗晨辉先生持有的上海永利恺博传动系统有限公司（以下 简称"永利恺博"）5%股权。根据银信资产评估有限公司出具的评估报告，经交易 双方协商一致，双方同意永利恺博 5%股权的最终交易价格为 190 万元。 公司已持有永利恺博 60%股权，本次股权转让完成后，公司将持有永利恺博 65% 股权。永利恺博主要从事同步带及相关配件的生产、加工及销售活动。 2、2025 年 5 月 19 日，公司、罗晨辉和永利恺博签署了《上海永利恺博传动系 统有限公司股权转让协议》。 3、本次对外投资不涉及关联交易，不构成重大资产重组。根据《深圳证券交易 所创业板股票上市规则》、《公司章程》、《总裁工作细则》及《对外投资管理办 法》等有关规定，上述事项在总裁审批权限范围内，无需提交董事会、股 ...

Financial Performance - In 2024, the company's revenue reached 2.238 billion CNY, representing a year-on-year increase of 10.69% [1] - The net profit attributable to shareholders was 0.2238 billion CNY, a decline of 40.73% compared to the previous year [1] - The net profit margin decreased from 19% to 10.16% [1] - Financial expenses surged by 126.16% due to exchange rate fluctuations leading to foreign exchange losses [1] Business Operations - The main business segments are lightweight conveyor belts (51.89%) and precision molding (48.11%) [2] - The fixed asset turnover ratio fell from 3.85 to 2.72, indicating a decline in revenue generated per unit of fixed asset [2] - R&D expenses increased by 7.82% year-on-year, but the market performance of new products did not meet expectations [2] Strategic Initiatives - The company aims to enhance its overseas market presence while also developing domestic clients to balance sales channels and improve risk resilience [2] - Future plans include increasing R&D capabilities and improving product development efficiency to strengthen core competitiveness [2] - The company is investing in smart manufacturing and upgrading production lines to enhance automation and production efficiency [2]

证券代码：300230 证券简称：永利股份 公告编号：2025-022 上海永利带业股份有限公司 关于参加 2025 年上海辖区上市公司年报集体业绩说明会的公告 本公司及董事会全体成员保证公告内容真实、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： https://roadshow.sseinfo.com/） （一）会议召开时间：2025 年 5 月 15 日（星期四）15:00-16:30 会议召开时间：2025 年 5 月 15 日（星期四）15:00-16:30 会议召开地点：上海证券交易所上证路演中心（网址： 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 5 月 8 日（星期四）至 5 月 14 日 （星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zhongmm@yonglibelt.com 进行提问。公司将通过本次业绩说明会，在信息披露 允许的范围内对投资者普遍关注的问题进行回答。 上海永利带业股份有限公司（以下简称"公司"）已于 2025 年 4 月 28 日披 露《2024 年年度报告及摘要》，为便于广大投资者更全面深入地 ...

Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides detailed insights into market performance and trends, indicating a cautious outlook for certain segments [2][11]. Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with various sub-sectors experiencing different levels of performance [11][16]. - The apparent consumption of methanol in China has surpassed 100 million tons for the first time, indicating significant growth in demand [2]. - The report highlights a notable increase in the prices of key chemical products, particularly trichloroethylene, which rose by 16.28% due to supply constraints and strong demand in the refrigerant market [24][25]. Market Overview - Major indices in April 2025 showed declines: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, and ChiNext Index -7.40% [11]. - Among the basic chemical sub-sectors, the rubber and products segment saw a significant decline of 13.52%, while daily chemicals and inorganic salts experienced growth of 8.56% and 4.37%, respectively [16][20]. Product Price Movements - The top ten products with price increases included trichloroethylene (16.28%), ammonium sulfate (12.20%), and H acid (10.96%) [24][30]. - Conversely, the products with the largest price declines included TMA (-28.26%), bromine (-24.14%), and vitamin A (-18.07%) [30][32]. Company Performance - In April 2025, 221 basic chemical companies reported positive returns, while 319 companies experienced negative returns [20]. - The top-performing companies included United Chemical with a 159.09% increase and Hongbaoli with a 104.27% increase in stock price [21][22]. Industry Trends - The report notes that the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan in the first quarter, reflecting a slight decline of 0.4% year-on-year [34]. - Shandong province is focusing on enhancing its chemical industry advantages, with significant growth in the number of large-scale chemical enterprises and revenue generation [34].

Investment Rating - The report does not explicitly state an investment rating for the chemical industry Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with 12 sub-industries showing growth and 20 experiencing declines [11][16][20] - The apparent consumption of methanol in China has surpassed 100 million tons for the first time [1] Market Overview - Major indices in April 2025 showed the following changes: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, ChiNext Index -7.40%, and North Securities 50 Index +4.72% [11] - The basic chemical sector's performance was mixed, with significant declines in rubber and related products, while daily chemical products and inorganic salts showed positive growth [16][20] Product Price Movements - The top ten products with price increases in April 2025 included Trichloroethylene (+16.28%), Ammonium Sulfate (+12.20%), and H Acid (+10.96%) [24][25] - Trichloroethylene prices rose significantly due to reduced production and strong demand in the refrigerant market [25][26] Sub-Industry Performance - Among the basic chemical sub-industries, the top five performers were daily chemicals (+8.56%), inorganic salts (+4.37%), and fluorochemicals (+3.46%), while polyurethane and tires saw the largest declines of -17.59% and -14.68%, respectively [16][19] - In April 2025, 221 companies in the basic chemical sector reported positive returns, while 319 reported negative returns [20] Company Performance - The top ten companies by monthly growth included United Chemical (+159.09%), Hongbaoli (+104.27%), and Zhongxin Fluorine Materials (+65.92%) [21][22] - Conversely, the bottom ten companies included Hunan YN (-22.18%), Dingjide (-22.54%), and Hengxing New Materials (-23.21%) [23][24] Industry News - In the first quarter of 2025, the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan, a slight decrease of 0.4% year-on-year [32] - Shandong province continues to enhance its chemical industry advantages, with 3,682 large-scale chemical enterprises and a revenue of 2.86 trillion yuan by the end of 2024 [32]