Group 1 - The dye concept sector increased by 0.89%, ranking 10th among concept sectors, with 14 stocks rising, including Dinglong Technology and Haixiang Pharmaceutical hitting the daily limit [1] - The top gainers in the dye sector included Dinglong Technology (up 10.01%), Haixiang Pharmaceutical (up 9.97%), and United Chemical (up 15.22%) [3][4] - The sector experienced a net inflow of 0.17 billion yuan, with Dinglong Technology receiving the highest net inflow of 76.01 million yuan [2][3] Group 2 - The main capital inflow ratios were led by Dinglong Technology (32.57%), Zhaoxin Shares (7.06%), and Honghua Digital Technology (2.39%) [3] - The top stocks by net capital inflow in the dye sector included Dinglong Technology, Zhaoxin Shares, and Haixiang Pharmaceutical, with respective inflows of 76.01 million yuan, 16.72 million yuan, and 9.55 million yuan [2][3] - The overall performance of the dye sector was contrasted by declines in stocks such as Jihua Group (down 3.05%), Annuoqi (down 2.78%), and Jinjiji Shares (down 2.66%) [1][5]

Market Overview - A-shares maintained a volatile trend with major indices supported by sectors such as pharmaceuticals, chemicals, and automobiles. The Shenzhen index outperformed the Shanghai index, with the Shanghai Composite Index up 0.08%, Shenzhen Component Index up 0.50%, and ChiNext Index up 0.48% at midday [1] - Hong Kong stocks also saw gains, with the Hang Seng Index up 0.58% and the Hang Seng Tech Index up 0.61% at midday [1] Pharmaceutical Sector - The pharmaceutical sector experienced a surge following the strong debut of Hengrui Medicine on the Hong Kong stock market. Stocks such as Duorui Medicine and Haichen Pharmaceutical hit the 20% limit up, while several others rose over 10% [2][4] - Hengrui Medicine's IPO was priced at HKD 44.05 per share, raising approximately HKD 9.9 billion, marking the largest IPO in the Hong Kong pharmaceutical sector in the past five years. The company plans to allocate about 75% of the funds for R&D, 15% for building new facilities, and 10% for working capital [4] - The aging population is driving demand for healthcare, creating a favorable environment for pharmaceutical investments. The market for consumer healthcare products is expected to grow as the elderly population increases [4][5] Chemical Sector - The chemical sector has been active, with several stocks showing significant gains. Companies like United Chemical and Yanggu Huatai saw increases of over 12% [6] - United Chemical has seen its stock price increase over tenfold, focusing on organic pigments and electronic chemicals, which are in high demand due to their applications in high-tech industries [8] Automotive Sector - The automotive sector showed strong performance, with stocks like Demais hitting the 20% limit up and BYD rising over 4%, reaching a new historical high [9][14] - In May, the retail market for narrow passenger vehicles is estimated to be around 1.85 million units, a year-on-year increase of 8.5%. The penetration rate for new energy vehicles reached approximately 52.9% [13]

Market Overview - The Shanghai Composite Index rose by 0.08%, the Shenzhen Component Index increased by 0.50%, and the ChiNext Index gained 0.48% at midday [1] - The Hong Kong market also saw gains, with the Hang Seng Index up by 0.58% and the Hang Seng Tech Index up by 0.61% [1] Pharmaceutical Sector - The pharmaceutical sector in A-shares experienced a surge following the strong debut of Hengrui Medicine in Hong Kong, with stocks like Duorui Medicine and Haichen Pharmaceutical hitting the 20% limit up [3][5] - Hengrui Medicine's IPO was priced at 44.05 HKD per share, raising approximately 9.9 billion HKD, marking the largest IPO in the Hong Kong pharmaceutical sector in the past five years [5] - The funds raised will primarily be used for R&D (75%), with additional allocations for expanding production facilities (15%) and general corporate purposes (10%) [5] - The aging population is driving demand for healthcare, creating favorable conditions for investment in the pharmaceutical sector, particularly in consumer healthcare products [5][6] Chemical Sector - The chemical sector has shown strong activity, with stocks like United Chemical and Yanggu Huatai seeing significant gains, some even doubling in value [8][10] - United Chemical has increased over tenfold, focusing on organic pigments and electronic chemicals, which are in high demand due to their applications in high-tech industries [10] Automotive Sector - The automotive sector is performing robustly, with stocks like Demais and Hanma Technology reaching their daily limit up [12] - BYD, a leader in the new energy vehicle market, has seen its stock price rise over 4%, continuing to set historical highs [12][16] - In May, the retail market for narrow passenger vehicles is estimated to be around 1.85 million units, reflecting an 8.5% year-on-year increase, with new energy vehicles accounting for approximately 52.9% of sales [16]

Company Overview - The main business of Longkou United Chemical Co., Ltd. focuses on the research, production, and sales of azo organic pigments and water-based inks [2] - Key products include yellow, red, and orange azo organic pigments, primarily used in inks, printing, food packaging, coatings, plastics, leather, educational materials, children's toys, and cosmetics [2] - The company exports products to Europe, North America, South America, the Middle East, Japan, and Southeast Asia [2] - Recognized as a national-level specialized and innovative "little giant" enterprise and a national manufacturing single champion enterprise [2] Future Development Plans - The company is considering entering the semiconductor materials sector, as electronic chemicals are core materials for high-tech industries like semiconductors and new energy [3] - Electronic chemicals typically have higher gross margins compared to traditional pigments, driven by demand from consumer electronics, artificial intelligence, and electric vehicles [3] - The company plans to leverage its experience in fine chemical synthesis and surface treatment to transition into the electronic chemicals segment, aiming to create new profit growth points [3] Production Capacity and Profitability - The initial design capacity for the project with Qicheng Semiconductor New Materials Co., Ltd. is 200 tons per year, with plans to expand based on market demand [4] - The gross margin for electronic chemicals will be influenced by market supply and demand, raw material prices, and process levels, with disclosures to be made in periodic reports [4] Corporate Governance - Currently, there are no plans for equity incentives; any future plans will be announced in a timely manner [5] - The company will adjust its business layout and strategic direction based on actual operational developments and will fulfill information disclosure obligations accordingly [6]

北京植德律师事务所 关 于 龙口联合化学股份有限公司 2024 年年度股东大会的 法律意见书 植德京（会）字[2025]0069 号 二〇二五年五月 北京市东城区东直门南大街 1 号来福士中心办公楼 12 层 邮编：100007 12 th Floor, Raffles City Beijing Office Tower, No.1 Dongzhimen South Street, Dongcheng District, Beijing 100007 P.R.C 电话(Tel)：010-56500900 传真(Fax)：010-56500999 www.meritsandtree.com 北京植德律师事务所 关于龙口联合化学股份有限公司 2024 年年度股东大会的 法律意见书 植德京（会）字[2025]0069 号 致：龙口联合化学股份有限公司 北京植德律师事务所（下称"本所"）接受贵公司的委托，指派律师出席并 见证贵公司 2024 年年度股东大会（下称"本次会议"）。 本所律师参加本次会议进行见证，并根据《中华人民共和国公司法》（以下 简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、《上 ...

证券代码：301209 证券简称：联合化学 公告编号：2025-022 龙口联合化学股份有限公司 2024 年年度股东大会决议公告 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、误导性陈述或者重大遗漏。 重要提示： 1、本次股东大会未出现否决议案的情况； 2、本次股东大会不涉及变更以往股东大会已通过的决议； 3、本次股东大会以现场投票与网络投票相结合的方式召开； 4、为尊重中小投资者利益，提高中小投资者对公司股东大会决议事项的参 与度，本次股东大会对中小投资者进行单独计票，中小投资者是指除上市公司董 事、监事、高级管理人员以及单独或者合计持有公司5%以上股份的股东以外的其 他股东。 一、会议召开和出席情况 （一） 股东大会届次：2024年年度股东大会。 1、现场会议时间：2025年5月19日（星期一）下午14:30。 2、网络投票起止时间：通过深圳证券交易所交易系统进行网络投票的具体 时间：2025年5月19日上午9:15-9:25、9:30-11:30，下午13:00-15:00；通过深 圳证券交易所互联网投票系统投票的具体时间为：2025年5月19日9:15至15:00 期间的任 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of azo organic pigments and water-based inks, with key products including yellow, red, and orange azo organic pigments [2] - Products are widely used in various fields such as inks, printing packaging, coatings, plastics, leather, educational materials, and children's toys, with exports to Europe, North America, South America, the Middle East, Japan, and Southeast Asia [2] - Recognized as a national-level "specialized and innovative" small giant enterprise, and holds multiple accolades including national high-tech enterprise and Shandong Province's top fifty chemical development potential enterprises [2] Group 2: Future R&D Plans - The company aims to enhance core technologies and innovation through independent R&D, focusing on developing more environmentally friendly pigments and increasing patent applications [4] - Plans to deepen its expertise in azo organic pigments, creating high-performance and differentiated products to meet the evolving demands of the ink industry [4] - Actively exploring applications of high-performance pigments in emerging fields such as food packaging, leather, cosmetics, and engineering plastics [4] - Currently developing semiconductor new materials for use in the semiconductor industry, integrated circuits, and optical microelectronics [4] Group 3: Raw Material Price Impact - The company’s raw materials are primarily sourced from the petrochemical and coal chemical industries, making them susceptible to fluctuations due to national policies, market supply and demand, and oil price changes [5] - The procurement strategy involves adjusting purchase volumes based on market prices while ensuring production plans are maintained [5]

证券代码：301209 证券简称：联合化学 公告编号：2025-019 龙口联合化学股份有限公司 关于参加 2025 年山东辖区上市公司投资者 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。 董事、总经理：马承志先生 董事会秘书：程丽娟女士 财务总监：姜芳女士 为进一步加强与投资者的互动交流，龙口联合化学股份有限公司（以下简称 "公司"）将参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司联 合举办的"2025 年山东辖区上市公司投资者网上集体接待日活动"，现将相关事 项公告如下： 特此公告！ 一、活动时间、地点 龙口联合化学股份有限公司董事会 2025 年 5 月 13 日 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路演 APP, 参与本次互动交流。活动时间为 2025 年 5 月 15 日（周四）15:00-16:30。届时公 司高级管理人员将在线就公司经营状况等投资者关心的问题，与投资者进行沟通 与交流，欢迎广大投资者踊跃参与。 二、参加人 ...

Economic Information - In April, the housing rental industry entered a low season, with the average residential rent in 50 cities decreasing by 0.32% month-on-month to 35.2 yuan per square meter per month, and a year-on-year decline of 3.40% [2] - The global N-type SiC substrate industry is expected to see a revenue decrease of 9% in 2024, amounting to $1.04 billion, due to weakened automotive and industrial demand, increased market competition, and significant price drops [2] Company Alerts - Spring光科技 has announced that its stock is subject to irrational market speculation risk [3] - 博云新材's shareholder 高创投 plans to reduce its stake by no more than 3% [3] - Other companies such as 龙江交通, 海南海药, and 赛摩智能 also have shareholders planning to reduce their stakes by up to 3% [3][5] Overseas Market Alerts - COMEX gold futures fell by 2.76% to $3,240.1 per ounce, while silver futures decreased by 0.42% to $32.775 per ounce [2] - Citigroup forecasts that gold will consolidate in the range of $3,000 to $3,300 per ounce in the coming months, adjusting its 0-3 month target price to $3,150 per ounce [2] - Russia's oil production is expected to recover to 10.8 million barrels per day due to global demand growth and changes in domestic investment and taxation [3]

证券代码：301209 证券简称：联合化学 公告编号：2025-018 龙口联合化学股份有限公司 二、合作方基本情况 龙口联合化学股份有限公司（以下简称"公司"、"联合化学"或"甲方"）与上 海磐沃精细化工有限公司（"乙方"）、北京上谷联恒化学科技有限公司（"丙方"） 签订了《合作协议》，拟在辽宁省盘锦市设立合资公司启辰半导体新材料（盘锦） 有限公司（以下简称"启辰半导体"）共同开展苯乙烯类光刻胶单体、树脂、苯乙 烯 UV 单体、树脂、OLED 半导体化学品、电子级溶剂等的研发、生产、销售， 产品主要用于半导体行业、集成电路、微电子等领域，包括 KrF 光刻胶、紫外 光固化胶粘剂、电子产品清洗剂等。近日，启辰半导体已完成工商登记手续，启 辰半导体的注册资本共计人民币 15,000,000 元。其中，甲方以现金（全部为自有 资金）方式出资人民币 9,750,000 元，占注册资本的 65.00%；乙方以专有技术入 股方式折合人民币 3,750,000 元，占注册资本的 25.00%。丙方以现金方式出资人 民币 1,500,000 元，占注册资本的 10.00%。 本次对外投资事项不构成关联交易，也不构成《上市公 ...