证券代码：300596 证券简称：利安隆 公告编号：2026-001 天津利安隆新材料股份有限公司 关于设立全资子公司并由其投资建设马来西亚研发生产基地的进展 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、对外投资事项概述 天津利安隆新材料股份有限公司（以下简称"公司"）于 2025 年 2 月 24 日 召开公司第四届董事会第十八次会议和第四届监事会第十六次会议，审议通过了 《关于设立全资子公司并由其投资建设马来西亚研发生产基地的议案》。根据《深 圳证券交易所创业板股票上市规则》及《公司章程》的相关规定，本次投资事项 已经公司 2025 年第一次临时股东大会审议通过，同意公司在新加坡设立全资子 公司，并通过新加坡子公司在马来西亚设立全资子公司，最终以马来西亚公司为 项目主体投资建设研发生产基地，用于研发生产高分子材料抗老化添加剂、润滑 油功能添加剂等产品，并同意授权公司管理层办理与本次投资建设研发生产基地 事项相关事宜，包括但不限于投资相关的登记备案、子公司及下属公司的设立及 资产购置、相关合同及协议的签订、中介机构的聘请等内容。具体内容详见公司 ...

证券代码：300596 证券简称：利安隆 公告编号：2025-087 截至本公告披露日，利安隆赤峰已办理完成股权转让相关事项的工商变更登 记手续，并于 2025 年 12 月 30 日收到由赤峰市元宝山区市场监督管理局核准下 发的档案登记资料，变更后的主要工商登记信息如下： 1.公司名称：利安隆（内蒙古）新材料有限公司 2.统一社会信用代码：91150403MA0QHFRH5Y 天津利安隆新材料股份有限公司 关于收购控股子公司少数股权的进展公告 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、交易概述 为进一步加强对控股子公司的管理水平，提升决策效率，天津利安隆新材料 股份有限公司（以下简称"公司"或"利安隆"）于 2025 年 12 月 5 日与何火雷、 林士国、郑红朝、张军华签署了《利安隆科润（浙江）新材料有限公司股权转让 协议》，公司拟以现金方式收购利安隆科润（浙江）新材料有限公司（以下简称 "利安隆科润"）30%的股权，交易对价为 7,800 万元。交易完成后，公司持有利 安隆科润股权比例由 70%增至 100%，公司合并报表范围未发生变化。 公司 ...

Core Viewpoint - Lianlong Technology Co., Ltd. has received a patent for a composite catalyst and its preparation method, which could enhance its competitive edge in the new materials sector [1] Group 1 - The patent was issued by the National Intellectual Property Administration of China on December 29, 2025 [1] - The patent covers the preparation method of salicylic acid ester compounds, indicating potential applications in various chemical processes [1]

Group 1 - The company Lianlong (SZ 300596) announced the receipt of an invention patent certificate from the National Intellectual Property Administration on December 29, 2025, for a "composite catalyst and its preparation method, and the preparation method of salicylic acid ester compounds" [1] - In the fiscal year 2024, Lianlong's revenue composition is as follows: 80.78% from polymer material anti-aging additives, 18.7% from lubricant additives, 0.45% from other sources, and 0.06% from life sciences [1] - As of the report date, Lianlong's market capitalization stands at 9.8 billion yuan [1] Group 2 - Over 2,000 attendees gathered for the Moutai distributor conference, where significant changes regarding Moutai liquor pricing and distribution were announced [1] - Chairman Chen Hua stated that distributors can no longer "make money while lying down" [1]

证券代码：300596 证券简称：利安隆 公告编号：2025-086 天津利安隆新材料股份有限公司 关于公司取得发明专利证书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 注：专利权自授权公告之日起生效。专利权期限为二十年，自申请之日起算。 该项发明专利涉及有机合成技术领域，提供了一种复合催化剂及其制备方法， 水杨酸酯类化合物的制备方法。该制备方法制得的复合催化剂用于酯交换反应时， 催化活性高且不易与水发生反应，能提高产物收率和纯度，可重复使用；便于回 收，对环境友好，更有利于工业化生产。 该项发明专利的取得不会对公司近期生产经营产生重大影响，但有利于公司 进一步完善知识产权保护体系，发挥自主知识产权优势，并形成持续创新机制， 稳固行业技术领先地位，提升公司的核心竞争力。 特此公告。 天津利安隆新材料股份有限公司 董事会 2025 年 12 月 29 日 天津利安隆新材料股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日收到国家知识产权局颁发的发明专利证书，具体情况如下： | 专利名称 | | 专利号 | | 专利权人 | 专利 | ...

Core Viewpoint - Lianlong's stock price has shown significant growth this year, with a 47.23% increase, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of December 23, Lianlong's stock price rose by 2.09% to 44.36 CNY per share, with a trading volume of 1.32 billion CNY and a turnover rate of 1.35%, resulting in a total market capitalization of 10.186 billion CNY [1]. - Year-to-date, Lianlong's stock has increased by 47.23%, with a 6.84% rise in the last five trading days, 16.68% in the last 20 days, and 24.61% over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Lianlong achieved a revenue of 4.509 billion CNY, reflecting a year-on-year growth of 5.72%, while the net profit attributable to shareholders was 392 million CNY, marking a 24.92% increase [2]. - The company has distributed a total of 450 million CNY in dividends since its A-share listing, with 243 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Lianlong had 14,200 shareholders, a decrease of 20.10% from the previous period, with an average of 15,752 circulating shares per shareholder, an increase of 25.15% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the newest shareholder, holding 2.1619 million shares [3].

Core Viewpoint - The antioxidant product prices are being adjusted upwards by approximately 10% across the board by major companies in the industry, indicating a shift in pricing strategy after a period of intense competition and declining margins [1]. Group 1: Price Adjustments - Dingjide announced a price increase of about 10% for all its antioxidant products effective immediately [1]. - This marks the fourth price increase among leading antioxidant companies within a month, following similar announcements from Lianlong, Suqian Liansheng, and Fengguang [1]. Group 2: Industry Competition - The antioxidant industry has faced fierce competition in 2023, leading to irrational price competition due to slowing downstream demand and fluctuating raw material prices [1]. - Companies like Lianlong, Suqian Liansheng, Fengguang, and Dingjide have experienced price declines in their products during this period [1]. Group 3: Financial Performance - Fengguang's gross margin for its antioxidant products dropped from 16.58% in 2023 to 3.02% in 2024, with a slight recovery to 3.26% in the first half of 2025 [1]. - Financial reports indicate that Fengguang incurred a net loss of 40 million yuan in the first three quarters of 2025, while Dingjide's net profit decreased by 15.49% to 9.0911 million yuan, reflecting a trend of increasing revenue without corresponding profit growth [1].

Core Viewpoint - The domestic antioxidant industry is experiencing a wave of price increases, with major companies raising prices by approximately 10% across the board, indicating a collective response to market conditions and demand [1][4]. Group 1: Price Adjustments - Dingjide (603255.SH) announced a price increase of about 10% for all its antioxidant products effective immediately [1]. - Other leading companies, including Lianlong (300596.SZ), Suqian Liansheng (603065.SH), and Fengguang Co. (301100.SZ), have also implemented similar price hikes within a short timeframe [4]. - The price adjustments are attributed to strong demand and a need to improve profit margins, as stated by Fengguang's representative [4]. Group 2: Industry Context - The antioxidant industry has faced intense competition in 2023, leading to irrational price competition due to slowing downstream demand and fluctuations in raw material prices [5]. - For instance, Fengguang's single antioxidant product saw its gross margin drop from 16.58% in 2023 to 3.02% in 2024, reflecting the industry's challenges [6]. - Despite revenue growth, companies like Fengguang and Dingjide reported net losses, highlighting the phenomenon of increasing revenue without corresponding profit [6]. Group 3: Market Reaction - The market response to the price increases has been muted, with slight gains for some companies and a decline for Fengguang as of December 19 [7]. - Analysts are optimistic that the price hikes could positively impact the industry by helping to stabilize and improve market conditions [6].

Core Viewpoint - The domestic antioxidant industry is experiencing a wave of price increases, with major companies adjusting prices by approximately 10% across their product lines, indicating a collective response to market conditions and demand [1][4]. Group 1: Price Adjustments - Dingjide (603255.SH) announced a price increase of about 10% for all its antioxidant products effective immediately [1]. - This follows similar announcements from leading companies such as Lianlong (300596.SZ), Suqian Liansheng (603065.SH), and Fengguang Co. (301100.SZ), all implementing a 10% price hike within a short span of two weeks [4]. - The price adjustments are attributed to strong demand and a need to improve profit margins, as stated by Fengguang's representative [4]. Group 2: Industry Context - The antioxidant industry has faced intense competition in 2023, leading to irrational price competition among major players like Lianlong, Suqian Liansheng, Fengguang, and Dingjide, resulting in declining product prices [5]. - For instance, Fengguang's single antioxidant product saw its gross margin drop from 16.58% in 2023 to 3.02% in 2024, with a slight recovery to 3.26% in the first half of 2025 [5]. - Financial reports indicate that despite revenue growth, companies like Fengguang and Dingjide are experiencing net losses, highlighting the industry's challenges [5]. Group 3: Market Reactions - Analysts are optimistic about the potential positive impact of the price increases on the industry, suggesting that it may help restore industry conditions and improve market dynamics [5]. - However, the stock market's reaction has been muted, with only slight increases in some companies' stock prices and a decline in Fengguang's stock as of December 19 [5].

Core Viewpoint - The domestic antioxidant industry is experiencing a significant price increase, with leading companies raising prices by approximately 10% to combat irrational competition and restore profitability [1][3]. Group 1: Price Increase Details - Four major companies, including Li'anlong, Suqian Liansheng, Fengguang Co., and Dingjide, have announced a collective price increase of around 10% within a short span of two weeks [1][4]. - The price adjustments are seen as a response to a prolonged period of low profitability and intense competition in the antioxidant sector [3][4]. Group 2: Industry Context - The antioxidant industry has faced a "cold winter" for two years, characterized by fierce price competition, declining downstream demand, and fluctuating raw material prices [3][4]. - Financial data from companies like Fengguang Co. illustrate the impact of the price war, with its gross margin for core antioxidant products plummeting from 16.58% in 2023 to 3.02% in 2024 [3]. Group 3: Future Outlook - Analysts suggest that the collective price increase may help improve industry conditions and optimize market structure, provided that the price hikes can be effectively passed on to downstream customers [4]. - The success of this price adjustment will depend on whether companies can genuinely enhance their profitability and avoid a scenario where price increases lead to loss of market share [4].