证券代码：300610 证券简称：晨化股份 公告编号：2025-088 扬州晨化新材料股份有限公司 关于使用自有闲置资金进行现金管理的进展公告 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。 扬州晨化新材料股份有限公司（以下简称"晨化股份"或"公司"）于 2025 年 5 月 13 日召开 2024 年度股东会，会议审议通过了《关于使用自有闲置资金进行现金管理的议案》， 同意公司及子公司在确保不影响正常运营的情况下，使用不超过 120,000 万元自有闲置资金 进行现金管理，期限为自 2024 年度股东会审议通过之日起至 2025 年度股东会召开之日止。 公 司 董 事 会 、 监 事 会 出 具 的 决 议 刊 载 于 2025 年 4 月 18 日 巨 潮 资 讯 网 （http://www.cninfo.com.cn）。根据上述决议，近日公司使用自有闲置资金购买了 1,000 万元的理财产品。现将具体情况公告如下： | 一、理财产品基本情况 | | --- | | 序 | 资金来 | 签约单位 | 产品名称 | 金额 (万 | 产品 | 产品 | 产品 ...

Core Viewpoint - The company, Chenhua Co., announced on November 13 that it adheres to principles of standardized operations, risk prevention, cautious investment, and value preservation and appreciation [1] Group 1: Investment Strategy - The company utilizes its idle funds to purchase financial products, ensuring that all purchased products are of R2 risk level [1] - The annualized return on these financial products meets expectations, with most products yielding returns higher than anticipated [1]

Core Viewpoint - The company announced the addition of a new production capacity of 35,000 tons per year for alkyl glycosides, which will primarily be used in personal care, pesticides, firefighting, and industrial cleaning products [1] Company Summary - The company,晨化股份, is expanding its production capabilities with a new capacity of 35,000 tons per year for alkyl glycosides [1] - The new products will serve various sectors including personal care, agriculture, firefighting, and industrial cleaning [1]

Group 1 - The core viewpoint of the article highlights that Morning Chemical Co., Ltd. (晨化股份) has engaged with investors through a research meeting, indicating active investor relations and transparency in operations [1] - In the fiscal year 2024, the company's revenue composition shows that the fine chemical new materials sector accounts for 99.06% of total revenue, while other business segments contribute only 0.94% [1]

Group 1 - The core viewpoint of the news is that Chenghua Co., Ltd. experienced a stock price increase of 5.09%, reaching 12.59 yuan per share, with a total market capitalization of 2.707 billion yuan as of the report date [1] - Chenghua Co., Ltd. is primarily engaged in the research, production, and sales of fine chemical new materials, with main business revenue composition being 81.58% from surfactants, 11.11% from flame retardants, 6.48% from silicone rubber, and 0.83% from other products [1] - The company is located in Jiangsu Province and was established on May 12, 1995, with its listing date on February 13, 2017 [1] Group 2 - From the perspective of fund holdings, one fund under Xinghua Fund has a significant position in Chenghua Co., Ltd., with the Xinghua Jinghe Mixed Initiation A fund holding 130,200 shares, accounting for 4.17% of the fund's net value, making it the eighth largest holding [2] - The fund has generated an estimated floating profit of approximately 79,400 yuan on the report date [2] Group 3 - The Xinghua Jinghe Mixed Initiation A fund was established on June 12, 2025, with a current scale of 25.1421 million yuan and a cumulative return of 25.9% since inception [3] - The fund managers, Cui Tao and Huang Shengpeng, have different tenures and performance records, with Cui Tao having a tenure of 2 years and 162 days and a best return of 25.69%, while Huang Shengpeng has a tenure of 1 year and 295 days with a best return of 53.93% [4]

Core Viewpoint - The company anticipates profit growth channels primarily through innovation and expansion of small variety polyether amine applications, as well as improving capacity utilization of polyether amine and polyether products [1] Group 1: Profit Growth Channels - The company expects to enhance profit growth by expanding the application fields of small variety polyether amines [1] - The annual production expansion project of 35,000 tons of alkyl glycosides is projected to generate additional revenue upon completion and production [1] - The expansion of flake and granular alkyl glycosides in the cosmetics sector is also expected to contribute to growth [1] Group 2: Industry Outlook - If the chemical industry fully recovers by 2026, the company's overall revenue is likely to increase correspondingly [1]

Core Viewpoint - The company anticipates significant profit growth channels by 2026 through innovation, expansion of product applications, and potential recovery in the chemical industry [1] Group 1: Profit Growth Channels - The company plans to enhance the capacity utilization of polyether amines and polyether products by innovating and expanding the application fields of small variety polyether amines [1] - The completion and production of the 35,000-ton alkyl glycoside expansion project will contribute to incremental growth [1] - The continuous expansion of flake and granular alkyl glycosides in the cosmetics sector is expected to drive revenue [1] - A full recovery in the chemical industry next year could lead to an overall increase in the company's earnings [1]

Group 1: Profit Growth Expectations - The main profit growth channels for 2026 are expected to be: 1) Innovation and expansion of small variety polyether amine applications to enhance capacity utilization; 2) The completion of the 35,000 tons/year alkyl glycoside expansion project, which could generate an additional revenue of 200-400 million CNY annually; 3) Overall revenue increase if the chemical industry fully recovers next year [2][3]. Group 2: Production Capacity and Sales - The new 35,000 tons/year alkyl glycoside project is expected to be completed by the end of this year, with a trial production announcement to follow; this project will take about 1-2 years to achieve a revenue increase of 200-400 million CNY annually [2][3]. - The new alkyl glycoside production capacity will primarily serve the daily chemical, pesticide, firefighting, and industrial cleaning sectors [3]. Group 3: Financial Management - The company has invested nearly 800 million CNY in financial products, all classified as R2 risk level, with returns exceeding expected annual yields [3]. - The company adheres to principles of standardized operations, risk prevention, cautious investment, and value preservation in its financial activities [3]. Group 4: Mergers and Acquisitions Strategy - The company maintains a consistent philosophy of growth and is actively pursuing mergers and acquisitions, focusing on fine chemical enterprises, bio-manufacturing companies, and electronic chemical production firms; strategic partnerships with promising industry newcomers are also considered [3].

Core Insights - The company, Chenhua Co., has an annual production capacity of 8,500 tons for silicone rubber [2] - Currently, there are no direct customers in the humanoid robot sector for the company's silicone rubber products [2] - The company plans to increase R&D investment and monitor market changes to identify new product application opportunities based on market and customer needs [2]

Core Viewpoint - The company, Chenhua Co., Ltd. (晨化股份), has a silicone rubber annual production capacity of 8,500 tons and currently does not have direct customers in the humanoid robot sector. The company plans to increase R&D investment and monitor market changes to identify new product applications based on market and customer needs [1]. Group 1 - The annual production capacity of silicone rubber is 8,500 tons [1] - There are currently no direct customers in the humanoid robot application field [1] - The company will continue to increase R&D investment and focus on market changes [1]