以下文章来源于DT洞见可持续 ，作者洞见可持续 DT洞见可持续 . 向世界讲好中国可持续故事。我们聚焦可持续材料和绿色燃料，深耕生物基、回收、CO₂转化利用的化学品、材料，以及绿色燃料领域，为您带来前沿资 讯与深度解读。 生物基和生物制造产业服务平台：https://bio-basedlink.net/ 【DT洞见可持续】 获悉，3月22日上午， 长华化学全球首套低温低压制备 二氧化碳聚醚 年产8万吨工业化装置正式投产 。该装置位于国家东 中西区域合作示范区（连云港徐圩新区）的连云港石化产业基地。 来源：长华化学 01 全球首套装置投产，多项关键指标领跑行业 作为长华化学 "二氧化碳聚醚及高性能多元醇项目" 的核心组成部分，本次投产的一期一阶段项目堪称行业标杆工程。项目总投资达 60 亿元 ，占 地面积 659 亩，规划 总产能 106 万吨 ，其中二氧化碳聚醚规划年产能将逐步释放。除核心的 8 万吨 / 年二氧化碳聚醚装置外，同步投产的还 包括 20 万吨 / 年聚醚多元醇生产装置、700 吨 / 年催化剂装置及全套配套设施。 其下游应用场景广泛，其中汽车行业占比 34%、软体家居行业占比 25%、鞋材行业 ...

长华化学科技股份有限公司 关于全资子公司二氧化碳聚醚及高性能多元醇项目 （一期一阶段）试生产的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、项目基本情况及进展情况 证券代码：301518 证券简称：长华化学 公告编号：2026-010 近日，长华化学科技股份有限公司（以下简称"公司"）从全资子公司长华 化学科技（连云港）有限公司（以下简称"长华连云港"）获悉，其于近日收到 连云港市应急管理局联合徐圩新区应急管理局出具的长华连云港新建二氧化碳 聚醚及高性能多元醇项目（一期一阶段）试生产方案论证专家组意见，经专家组 确认装置已具备试生产条件。本次试生产范围为：8 万吨/年二氧化碳聚醚装置、 20 万吨/年聚醚多元醇生产装置、700 吨/年催化剂装置及配套设施。二氧化碳聚 醚及高性能多元醇项目是公司的募投项目之一，项目整体进度符合公司项目建设 规划，长华连云港将严格按照法律法规的要求及产品生产工序、流程有序推进试 生产工作，逐步实现项目达产达标。截至本公告日，该试生产项目已顺利产出合 格产品，产品达到一级品指标，实现一次开车成功。 二、对公司的影响 鉴于本 ...

二、互动交流 1.2025 年的业绩增长点主要是哪些？ 证券代码：301518 证券简称：长华化学 长华化学科技股份有限公司 投资者关系活动记录表 编号：2026-003 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 □其他 参与单位名称及 人员姓名 基明资产管理(上海)有限公司 赵忆波、区晓 巨杉(上海)资产管理有限公司 齐东超、蓝爱 汇安基金管理有限责任公司 王明路 东吴证券股份有限公司 周少玟 中信证券股份有限公司 孙臣兴 上海银叶投资有限公司 曹擎 时间 2026 年 3 月 9 日 地点 长华化学科技股份有限公司 上市公司接待人 员姓名 董事长：顾仁发 董事会秘书：顾倩 投资者关系活动 主要内容介绍 一、2025 年度经营业绩情况介绍 2025 年，聚醚行业呈现"政策倒逼转型、供需分化、竞争 优化"态势，与公司经营策略高度契合。公司紧紧围绕年度经营 目标与指导方针扎实推进各项工作。持续健全法人治理结构，不 断提升公司治理规范化水平与运作效能，深度践行 ESG 社会责任 理念，坚守"创造绿色化学，塑就美好未来"的企业使命，稳步 推 ...

Group 1 - The core point of the article highlights the stock buyback and sell-off activities of various A-share listed companies on February 27, with a specific focus on the proposed share buyback by Bi Yin Le Fen and the planned sell-offs by 14 other companies [1][3][4]. Group 2 - Bi Yin Le Fen's controlling shareholder and its concerted parties plan to increase their holdings in the company by 100 million to 200 million yuan [2][4]. - The following companies have announced share sell-offs: - Shengke Communication plans to reduce its stake to 13% by the National Integrated Circuit Industry Investment Fund [5]. - *ST Dazheng intends to sell no more than 1% of its shares [5]. - Changsheng Co. plans to reduce its stake by no more than 3% [5]. - Jiazhe New Energy's shareholder GLP Renewable Energy aims to sell no more than 3% of its shares [5]. - Runhe Software intends to sell no more than 487,970 shares that have been repurchased [5]. - Shenghui Integration's shareholder Suzhou Haohui plans to reduce its stake by no more than 1% [5]. - Zhenghai Biological's shareholder Longwood intends to sell no more than 2% of its shares [5]. - Wuhan Tianyuan's shareholder Tianyuan Advantage plans to reduce its stake by no more than 1.93% [5]. - Changhua Chemical intends to sell no more than 1.4443 million shares [5]. - Meilian New Materials' shareholders plan to collectively reduce their stake by no more than 4% [5]. - Fangda Special Steel's shareholder Xu Huigong intends to sell no more than 1% of its shares [5]. - Riying Electronics' controlling shareholder is planning to reduce its stake by no more than 3% [5]. - Juguang Technology's controlling shareholder and actual controller plan to sell no more than 0.5564% of their shares [5]. - Jieya Co.'s shareholders Mingyuan Fund and its concerted parties plan to collectively reduce their stake by no more than 4.99% [5].

Major Announcements - Cambrian reported a net profit of 2.059 billion yuan for 2025, turning around from a loss of 450 million yuan in the previous year, with total revenue reaching 6.497 billion yuan, a year-on-year increase of 453.21% [12] - Moer Thread achieved total revenue of 1.506 billion yuan in 2025, marking a year-on-year growth of 243.37%, although it still reported a net loss of 1.024 billion yuan [13] - Zhongji Xuchuang's net profit for 2025 grew by 108.81% year-on-year, reaching 10.799 billion yuan, with total revenue of 38.24 billion yuan, up 60.25% [14] Company Performance Reports - Xirong Environment proposed a cash dividend of approximately 2.35 yuan per 10 shares for 2025, based on a payout ratio of 35% of the net profit attributable to shareholders [2] - Jietu's optical connection business is still in its early stages, contributing less than 5% to total revenue, with growth dependent on various market factors [3] - Zhongying Technology plans to acquire at least 51% of Yingzhong Electric, which specializes in insulation fiber materials [4] - Xibu Superconductor's subsidiary, Juneng Magnet, will be listed on the National Equities Exchange and Quotations starting March 2, 2026 [5] - Ingrity Media announced that some of its bank accounts have had their funds unfrozen, allowing normal operations to resume [6][7] - Dayun Technology plans to establish a joint venture to enhance its semiconductor testing capabilities, with a registered capital of 11 million yuan [7] Financial Highlights - Huazhong Technology reported a net profit of 1.36 billion yuan for 2025, a decrease of 31.19%, despite total revenue increasing by 55.85% to 18.616 billion yuan [36] - Jiangfeng Electronics achieved a net profit of 481 million yuan, up 20.15%, with total revenue of 4.605 billion yuan, a 27.75% increase [20] - Ninebot Company reported a net profit of 1.755 billion yuan, a year-on-year increase of 61.84%, with total revenue of 21.325 billion yuan, up 50.22% [24] - Weicai Technology's net profit reached 300 million yuan, a 134% increase, with total revenue of 1.575 billion yuan, up 46.22% [25] - Dalian Heavy Industry reported a net profit of 588 million yuan, an 18.17% increase, with total revenue of 15.501 billion yuan, up 8.54% [26]

Core Viewpoint - Changhua Chemical (301518.SZ) announced that specific shareholders plan to reduce their holdings through centralized bidding within a specified timeframe [1] Group 1: Shareholder Actions - Shareholders Shanghai Chuangfeng Xinhui Venture Capital Management Co., Ltd. and its concerted parties plan to reduce their holdings by no more than 1.444 million shares [1] - The reduction will occur within three months starting from three trading days after the announcement [1] - The total number of shares to be reduced will not exceed 1% of the company's total share capital after excluding repurchased shares [1]

Group 1: Company Performance - Cambrian achieved a net profit of 2.059 billion yuan in 2025, turning a profit due to a significant increase in revenue, which reached 6.497 billion yuan, a 453.21% increase year-on-year [1] - Muxi reported a total revenue of 1.644 billion yuan in 2025, a 121.26% increase, with net losses narrowing by 44.53% to 781.45 million yuan [2] - Moer Thread's revenue grew by 243.37% to 1.506 billion yuan in 2025, with net losses reduced by 36.70% to 1.024 billion yuan [3] - Lingdian Electric Control's net profit increased by 745.02% to 135 million yuan, despite a slight revenue decrease of 0.17% to 1.194 billion yuan [4] - JinkoSolar reported a net loss of 6.786 billion yuan in 2025, a decrease of 6,959.50%, with total revenue falling by 29.18% to 65.492 billion yuan [16] Group 2: Corporate Actions - Huicheng is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [5] - Zhongying Technology is planning to acquire at least 51% of Yingzhong Electric, which is expected to constitute a major asset restructuring [7] - Jierong Technology's actual controller is under investigation for suspected violations of information disclosure laws [6] Group 3: Market and Industry Trends - The AI industry is driving demand for computing power, benefiting companies like Cambrian and Moer Thread, which are expanding their market presence [1][3] - Muxi's GPU product shipments have significantly increased, reflecting strong market recognition and demand [2] - The global photovoltaic industry is facing price fluctuations and trade protection policies, impacting JinkoSolar's profitability [16]

Core Viewpoint - Changhua Chemical announced that specific shareholders plan to reduce their holdings in the company through a concentrated bidding process within the next three months, which may impact the stock price and investor sentiment [1] Group 1: Shareholder Actions - The shareholders, Shanghai Chuangfeng Xinhui Venture Capital Management Co., Ltd. and its concerted parties, hold a total of 2.0068 million shares, accounting for 1.39% of the company's total share capital after excluding repurchased shares [1] - They plan to reduce their holdings by no more than 1.4443 million shares, which represents a maximum of 1% of the company's total share capital after excluding repurchased shares [1] - The reduction will occur within three months from the announcement date, starting three trading days after the disclosure [1]

Group 1 - Changhua Chemical announced that specific shareholders plan to reduce their holdings by up to approximately 1.39% of the company's total shares, which amounts to about 201,000 shares [1] - The shareholders intend to sell no more than approximately 144,000 shares within three months from the announcement date, through centralized bidding [1] - The total number of shares to be reduced will not exceed 1% of the company's total shares, excluding repurchased shares, within any consecutive 90-day period [1] Group 2 - In February, China's AI usage surpassed that of the United States for the first time, with four domestic models ranking among the top five globally [1] - The demand for domestic computing power is experiencing exponential growth, indicating a significant shift in the AI landscape [1]

证券代码：301518 证券简称：长华化学 公告编号：2026-009 长华化学科技股份有限公司 关于股东股份减持计划的预披露公告 公司特定股东上海创丰昕汇创业投资管理有限公司－厦门创丰昕锐创业投 资合伙企业（有限合伙）及其一致行动人上海创丰昕汇创业投资管理有限公司－ 宁波保税区创丰昕汇创业投资合伙企业（有限合伙）保证向本公司提供的信息内 容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 长华化学科技股份有限公司（以下简称"公司"）特定股东上海创丰昕汇创 业投资管理有限公司－厦门创丰昕锐创业投资合伙企业（有限合伙）以下简称（以 下简称"厦门昕锐"）及其一致行动人上海创丰昕汇创业投资管理有限公司－宁 波保税区创丰昕汇创业投资合伙企业（有限合伙）（以下简称"宁波创丰"）共 计持有公司首次公开发行前已发行股份 2,006,768 股（占按剔除截至本公告披露 之日的回购股份数后的公司总股本计算的持股比例为 1.39%），计划自本公告披 露之日起 3 个交易日后的 3 个月内以集中竞价方式减持股份数量不超过 1,444,297 股， ...