证券代码：300610 证券简称：晨化股份 公告编号：2025-087 | 一、理财产品基本情况 | | --- | | 序 | 资金来 | | | 金额 | 产品 | 产品 | 产品 | 预期 年化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 源 | 签约单位 | 产品名称 | (万 元) | 类型 | 起息日 | 到期日 | 收益 率 | | 1 | 自有 闲置 | 银河金汇证 券资产管理 | 银河盛汇稳健 1 号集合资产 | 1,000 | 集合资产 | 2025 年 11 | 2026 年 11 | 3.20% | | | 资金 | 有限公司 | 管理计划 | | 管理计划 | 月 6 日 | 月 2 日 | | 二、主要投资风险揭示及风险控制措施 1、主要投资风险揭示 理财产品发行单位揭示了理财产品具有政策风险、信用风险、市场风险、流动性风险、 不可抗力及意外事件风险等理财产品常见风险。 2、风险控制措施 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 ...

Core Points - Morning Chemical Co., Ltd. has seen its stock price increase by 5.9% on November 7, reaching 12.39 CNY per share, with a total market capitalization of 2.664 billion CNY [1] - The company has experienced a continuous rise in stock price for five consecutive days, accumulating a total increase of 4.19% during this period [1] - The main business of Morning Chemical includes the research, production, and sales of fine chemical new materials, with a revenue composition of 81.58% from surfactants, 11.11% from flame retardants, 6.48% from silicone rubber, and 0.83% from other products [1] Fund Holdings - Xinhua Fund has a significant holding in Morning Chemical, with its Xinhua Jinghe Mixed Initiation A fund (024499) holding 130,200 shares, accounting for 4.17% of the fund's net value, making it the eighth largest holding [2] - The fund has realized a floating profit of approximately 89,800 CNY today, with a floating profit of 61,200 CNY during the five-day increase [2] Fund Manager Performance - The Xinhua Jinghe Mixed Initiation A fund was established on June 12, 2025, with a current size of 25.1421 million CNY and a cumulative return of 25.31% since inception [3] - The fund manager, Cui Tao, has a tenure of 2 years and 156 days, with a total asset size of 160 million CNY, achieving a best return of 25.05% and a worst return of -6.1% during his tenure [3] - Co-manager Huang Shengpeng has a tenure of 1 year and 289 days, managing assets of 37.0614 million CNY, with a best return of 53.93% and a worst return of 6.01% during his tenure [3]

Core Viewpoint - The company, Morning Chemical Co., Ltd. (stock code: 300610), has completed the project filing for an annual production capacity of 34,000 tons of polyurethane functional additives and is currently undergoing environmental assessment and related approval procedures [1] Group 1 - The project for producing 34,000 tons of polyurethane functional additives has been officially filed [1] - The company is in the process of completing environmental impact assessments and other necessary approvals [1] - The company commits to timely information disclosure in accordance with relevant regulations if further progress meets disclosure requirements [1]

Core Viewpoint - The company, Chenhua Co., Ltd. (stock code: 300610), announced a share buyback plan, indicating a commitment to enhancing shareholder value through the repurchase of its own shares [1] Summary by Categories Company Actions - As of October 31, 2025, the company has repurchased a total of 1,724,700 shares through a dedicated securities account via centralized bidding, which represents 0.8022% of the company's total share capital [1]

Group 1 - The company, Chenhua Co., announced on November 3 that it has repurchased approximately 1.72 million shares, accounting for 0.8022% of its total share capital, through a dedicated securities account via centralized bidding transactions, with the repurchase period ending on October 31, 2025 [1]

扬州晨化新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日 召开第四届董事会第十七次会议、第四届监事会第十七次会议，并于 2025 年 5 月 13 日召开 2024 年度股东会，审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金或自筹资金以集中竞价交易方式回购公司普通股（A 股） 股票，本次回购的股份将全部用于注销并减少注册资本。本次回购股份的资金 总额不低于人民币 2,000 万元（含本数）不超过人民币 4,000 万元（含本数）， 回购股份价格不超过人民币 15.50 元/股（含）。本次实施期限自公司股东会审 议通过本次回购股份方案之日起 12 个月内。因实施 2024 年年度权益分派，公 司回购股份价格上限由不超过人民币 15.50 元/股调整为不超过人民币 15.30 元 /股。具体内容详见公司于 2025 年 4 月 18 日、2025 年 5 月 16 日、2025 年 6 月 18 日披露在巨潮资讯网（www.cninfo.com）的《关于回购公司股份方案的公告》 （公告编号：2025-032）、《回购报告书》（公告编号：2025-037）、《关于 2024 ...

Group 1 - The core point of the article is that Chenghua Co., Ltd. has recently obtained a patent for a new catalyst composition used in the continuous synthesis of polyurethane, which may enhance its competitive edge in the fine chemical new materials industry [1] - Chenghua Co., Ltd. reported that in the fiscal year 2024, 99.06% of its revenue will come from the fine chemical new materials sector, indicating a strong focus on this area [1] - As of the report date, Chenghua Co., Ltd. has a market capitalization of 2.4 billion yuan [1]

发明人：房连顺；董晓红；叶光华；林清；管丹；郝思珍；王世林；毕继 辉 证券代码：300610 证券简称：晨化股份 公告编号：2025-085 扬州晨化新材料股份有限公司 关于获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"公司"）于近期获得一项由中 华人民共和国国家知识产权局颁发的发明专利证书，具体情况如下： 发明名称：一种用于聚氨酯用叔胺类催化剂连续合成的含 mor 分子筛组合 物及其制备方法 专利权人：扬州晨化新材料股份有限公司 地址：225800 江苏省扬州市宝应县曹甸镇镇中路 231 号 专利号：ZL 2022 1 1388603.4 授权公告号：CN 116139914 B 专利申请日：2022 年 11 月 08 日 授权公告日：2025 年 10 月 28 日 专利证书号：第 8405698 号 专利类型：发明专利 专利要点：本发明通过 mor 分子筛经过酸化，再使用硅烷杂化得到的新型 分子筛催化剂，并应用于连续制备聚氨酯用叔胺类催化剂的合成，提高了吗啉 的利用率，通过减少昂贵原料吗啉 ...

Core Viewpoint - Chenhua Co., Ltd. has recently received a patent certificate from the National Intellectual Property Administration for a new invention related to the continuous synthesis of tertiary amine catalysts used in polyurethane production [1] Group 1 - The patent is titled "A Molecular Sieve Composition Containing MOR and Its Preparation Method for Continuous Synthesis of Tertiary Amine Catalysts for Polyurethane" [1]

Core Viewpoint - Chenhua Co., Ltd. is a significant player in the fine chemical new materials sector in China, focusing on R&D, production, and sales of related products, with a strong technical and full industry chain advantage [1] Group 1: Business Performance - For Q3 2025, Chenhua's revenue was 653 million yuan, ranking 46th out of 79 in the industry, significantly lower than the top players, China National Chemical Corporation (35.716 billion yuan) and Hangyang Co., Ltd. (11.428 billion yuan) [2] - The main business revenue composition includes surfactants at 354 million yuan (81.58%), flame retardants at 48.15 million yuan (11.11%), and silicone rubber at 28.09 million yuan (6.48%) [2] - The net profit for the same period was 52.83 million yuan, ranking 41st in the industry, also trailing behind leading companies [2] Group 2: Financial Ratios - As of Q3 2025, Chenhua's debt-to-asset ratio was 27.72%, an increase from 24.72% year-on-year, but still below the industry average of 34.74% [3] - The gross profit margin for the period was 19.87%, slightly down from 19.97% year-on-year and below the industry average of 19.93% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 0.83% to 14,600, while the average number of circulating A-shares held per account decreased by 0.82% to 11,000 [5] - The company reported a revenue of 430 million yuan for H1 2025, a year-on-year decrease of 5.6%, while the net profit increased by 34% to 52 million yuan [5] Group 4: Leadership Compensation - The chairman and general manager, Yu Zizhou, received a salary of 546,300 yuan in 2024, a slight decrease from 549,400 yuan in 2023 [4]