Group 1 - The Shanghai Composite Index showed a slight recovery after a morning dip, with the ChiNext Index rising nearly 3% [1] - The lithium battery sector experienced strong upward momentum, with various sub-sectors such as sodium-ion batteries and solid-state batteries leading the gains [2] - The lithium battery indices reported significant increases, with the lithium battery index up by 4.22% and the power battery index up by 4.52% [3] Group 2 - A total of 421 companies were surveyed by institutions in the past 10 trading days, with 57 companies receiving attention from overseas institutions [4] - Deep South Circuit (002916) was the most focused company, receiving visits from 29 overseas institutions, highlighting its capacity expansion through technology upgrades and new projects [4] - Zhongkong Technology was also notable, with 20 overseas institutions participating in its survey, and it recently won two major projects from Sinopec, expected to generate significant annual output value [4] Group 3 - Stocks that received overseas institutional research saw an average increase of 3.11% over the past 10 trading days, with Demingli (001309) leading with a 56.95% increase [7] - More than half of the surveyed stocks received net purchases from financing clients, with Zhongchuang Zhiling (601717) receiving the highest net buy of 342 million yuan [7] - The storage industry is experiencing a positive outlook due to increased capital expenditures from major tech companies, with expectations for storage prices to maintain an upward trend in the fourth quarter [7]

Group 1 - The Shanghai Composite Index closed at 3832.90 points, below the five-day moving average, with a change of 0.13% [1] - The total trading volume of A-shares reached 1,293.742 billion yuan [1] - A total of 985 A-shares have prices that broke through the five-day moving average, with notable stocks including Changhua Chemical, Guanzhong Ecology, and Kaiwang Technology, which have deviation rates of 13.62%, 13.44%, and 10.09% respectively [1] Group 2 - The top three stocks with the highest deviation rates from the five-day moving average are: - Changhua Chemical (20.01% increase, 13.62% deviation) - Guanzhong Ecology (20.00% increase, 13.44% deviation) - Kaiwang Technology (14.25% increase, 10.09% deviation) [2] - Other notable stocks with significant increases include: - Liwang Co. (12.43% increase, 8.69% deviation) - Heshun Electric (10.22% increase, 8.27% deviation) - Ailuo Energy (12.16% increase, 8.00% deviation) [2] - The trading volume and price changes of these stocks indicate strong market interest and potential investment opportunities [2][3]

Market Overview - On September 29, methanol and green methanol concepts surged, with Donghua Technology achieving two consecutive trading limits, and Changhua Chemical and Fuke Environmental Protection hitting the daily limit [1] Policy Developments - On September 25, seven departments including the Ministry of Industry and Information Technology released the "Petrochemical Industry Stabilization Growth Work Plan (2025-2026)", emphasizing the promotion of green ammonia and green alcohol in the marine fuel market and accelerating the improvement of green product certification [2] - The International Maritime Organization (IMO) is set to officially adopt its first industry-wide "IMO Net Zero Framework" in October 2025, which includes mandatory marine fuel standards, emission restrictions, and carbon pricing mechanisms. Starting in 2027, this framework will be enforced for large ocean-going vessels over 5,000 gross tons, which account for approximately 85% of international shipping CO2 emissions, aiming for net-zero emissions in the global shipping industry by 2050 [2] - Goldwind Technology announced on September 9 plans to sign an investment development agreement for a wind power hydrogen ammonia methanol integration project with the People's Government of Bayannaoer City, with a total investment of approximately 18.92 billion yuan. The project plans to build 3GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in the production of 600,000 tons of green methanol and 400,000 tons of green ammonia annually [2] Institutional Insights - Methanol has advantages over other fuels, including flexible storage and refueling, low cost per unit of heat value, complete storage infrastructure, low ship modification costs, and environmental friendliness, making it a primary choice for long-term green transformation in shipyards. However, short-term supply and cost issues for green alcohol may limit its adoption, with LNG serving as a transitional option. Currently, there are at least 320 orders for methanol-fueled vessels, primarily container ships, with a concentrated delivery period expected to begin in 2026. The global methanol consumption in 2024 is projected to be approximately 140 million tons, with green alcohol demand from marine fuel estimated at 500-600 million tons. If the penetration rate of methanol as marine fuel reaches 10% by 2030, it is expected to drive global methanol demand growth by over 40% [3] - The high growth in green alcohol demand will simultaneously drive green hydrogen consumption, creating opportunities during the supply-demand imbalance. Approximately 300 green methanol-fueled vessels are expected to be operational, which will lead to a demand for about 6.8 million tons of green methanol, corresponding to a green hydrogen consumption of 750,000 to 1.3 million tons. Currently, the operational capacity of green hydrogen projects is around 1.8 million tons, and the commissioning of methanol vessels will consume 42%-72% of this capacity, facilitating downstream applications for green hydrogen [3] - The construction cycle for major green alcohol projects is 1-2 years, aligning with the operational cycle of green methanol vessels (27 years after the IMO net-zero framework policy takes effect). It is anticipated that from the second half of 2025, existing but unstarted green hydrogen ammonia methanol projects will accelerate construction, driving demand for upstream hydrogen production equipment. Additionally, the increased penetration of green hydrogen in other sectors will further boost the demand for green hydrogen equipment, with high elasticity in the equipment segment. Bidding is expected to favor state-owned enterprises and related cooperative enterprises focusing on high-elasticity segments under industry expansion, with green alcohol operators that collaborate with green methanol shipowners and green hydrogen equipment manufacturers set to benefit significantly [4]

Group 1 - On September 25, a total of 28 companies were investigated by institutions, with 20 of them being surveyed by funds, indicating a strong interest in these companies [1] - Among the companies surveyed, Blue Science High-tech (601798) attracted the most attention, with 10 funds participating in the investigation, while Changhua Chemical (301518) and Huaxia Eye Hospital (301267) each had 6 funds involved [1] - The surveyed companies are distributed across various sectors, with the machinery and equipment sector having the highest representation, featuring 5 companies, followed by non-ferrous metals and pharmaceutical biology, each with 3 companies [1] Group 2 - In terms of market performance, 6 out of the surveyed stocks increased in value over the past 5 days, with the highest gains seen in Boyuan Co., Ltd. (301617) at 6.81%, followed by Shunluo Electronics (002138) at 6.77% and Pulaide (301353) at 5.20% [2] - Conversely, 14 stocks experienced declines, with the largest drop recorded by Innovation Medical (002173) at 10.39%, followed by Yinstar (301622) at 5.23% and Helen Zhe (300201) at 4.65% [2] - The total market capitalization of the surveyed companies includes 13 companies with a market value of less than 10 billion yuan, such as Pulaide (301353), Ouma Software (301185), and Lianjian Technology (301115) [1]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 两融数据显示，该股最新融资余额为2.16亿元，近5日增加298.42万元，增幅为1.40%。 据天眼查APP显示，开勒环境科技(上海)股份有限公司成立于2010年02月08日。注册资本9022.984万人 民币。（数据宝） 9月25日开勒股份大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | | 业部 | | 28.90 | 1612.28 | 55.78 | 0.00 | 广发证券股份有限公司上海南泉 | 机构专 | | | | | | 北路证券营业部 | 用 | | 28.80 | 1606.46 | 55.78 | 0.00 | 华泰证券股份有限公司上海分公 | 机构专 | | | | | 司 | | 用 | 开勒股份9月25日大宗交易平台共发生2笔成交，合计成交量57.70万股，成交金额3218.74万元。成交价 格均为55.7 ...

Core Viewpoint - Longhua Chemical Technology Co., Ltd. is actively engaging with investors to showcase its technological advantages and progress in the carbon dioxide polyether project, which is expected to enhance its market position and value management strategies [1][2]. Group 1: Technical Advantages and R&D Direction - The company has established seven research institutes over 15 years, focusing on catalyst iteration, automotive polyethers, specialty polyether preparation, and the development of green low-carbon recyclable functional materials [1]. - The project employs high-efficiency new catalysts and low-temperature, low-pressure processes, allowing for adjustable carbon dioxide content in products, which possess unique structures and environmental benefits [4]. Group 2: Carbon Dioxide Polyether Project Progress and Planning - The carbon dioxide polyether project is currently under construction, with an expected completion and production start in Q4 of this year, aiming for an annual output of 1.06 million tons [2]. - The first phase of the project will produce 80,000 tons of carbon dioxide polyether, establishing a technological barrier and market reputation before optimizing processes and efficiency [2]. Group 3: Application Fields and Market Space - Carbon dioxide polyether, a copolymer of propylene oxide and carbon dioxide, is expected to see expanding market capacity in the polyurethane industry, with applications in adhesives, elastomers, and automotive composite foams [3]. - The product's unique physical properties allow it to replace imported products and optimize material properties in various applications [3]. Group 4: Market Value Management Planning - The company achieved a net profit of 41.13 million yuan in the first half of 2025, a year-on-year increase of 62.71%, through optimizing product and customer structures and implementing cost-reduction strategies [5]. - The company plans to continue leveraging its competitive advantages to drive sustained performance growth and enhance intrinsic value through the carbon dioxide polyether and high-performance polyol project [5].

Group 1: Company Overview and Research Capabilities - The company has established 7 research institutes focusing on various areas such as catalysts, specialty chemicals, and materials for transportation [3] - After 15 years of innovation, the company has developed strong technical advantages in catalyst design and material synthesis [3] Group 2: CO2 Polyether Project Development - The CO2 polyether project is currently under construction, with an expected completion and production start in Q4 2025 [4] - The project aims for an annual production capacity of 1.06 million tons, with the first phase targeting 80,000 tons [4] Group 3: Market Potential and Applications - CO2 polyether is expected to have a growing market capacity in the polyurethane industry due to its sustainable and recyclable properties [5] - The product can be applied in various sectors, including adhesives, coatings, and automotive materials, offering advantages over traditional polyols [6] Group 4: Technical Advantages - The project utilizes a new type of catalyst and low-temperature, low-pressure technology, allowing for adjustable CO2 content in the final product [7] - The resulting polyether products combine the benefits of both polyester and polyether polyols, with high environmental standards [7] Group 5: Financial Performance and Value Management - In the first half of 2025, the company achieved a net profit of 41.13 million CNY, a 62.71% increase year-on-year [8] - The company emphasizes value management through performance enhancement and effective communication of its value proposition [8]

Group 1: Financial Performance - In the first half of 2025, the company achieved a net profit of 41.1285 million CNY, an increase of 62.71% compared to the same period last year [2] - The company aims for sustainable growth in the second half of 2025 by leveraging competitive advantages established in the first half [2] Group 2: Product Applications and Advantages - Carbon dioxide polyether has applications in various fields, including automotive composite foam, polyester foam, and eco-friendly products, offering superior mechanical strength and chemical resistance compared to traditional polyethers [3] - The unique properties of carbon dioxide polyether allow it to replace imported specialty polyester polyols, enhancing performance while supporting green and low-carbon initiatives [3][4] Group 3: Technical Advantages - The carbon dioxide polyether product features a block structure of polycarbonate and polyether segments, improving stability and maintaining hydroxyl activity, classified as a green and efficient technology by the state [4] - The polyurethane materials made from carbon dioxide polyether exhibit excellent physical and chemical properties, making them suitable for a wide range of applications [4] Group 4: Market Potential - The carbon dioxide polyether project targets a broad market, including automotive composite foam, synthetic leather, and water-based polyurethane dispersions, driven by the demand for green and low-carbon products [5] - The global chemical industry is experiencing a shift towards green and low-carbon transformation, with significant growth expected in the market for green chemical products due to stricter carbon reduction policies [5][6] Group 5: Project Status and Future Plans - The carbon dioxide polyether project is currently under construction, with an expected completion and production start in the fourth quarter of 2025, subject to project progress and regulatory approvals [6] - The company has initiated a simplified procedure for issuing shares to specific investors, with ongoing updates to be disclosed as required [6]

证券代码：301518 证券简称：长华化学 公告编号：2025-065 长华化学科技股份有限公司 1、长华化学科技股份有限公司（以下简称"公司"）第三届监事会第十五次会 议的会议通知于 2025 年 9 月 12 日通过邮件的方式送达各位监事，通知中包括会议 的相关材料，同时列明了会议的召开时间、地点、内容和方式。 2、本次监事会于 2025 年 9 月 15 日在公司 4 楼董事会会议室，以现场结合电子 通信的方式召开。 3、本次监事会应出席监事 3 名，实际出席监事 3 名，其中仇光宇、顾礼荣以电 子通信方式出席本次会议。董事会秘书列席了本次会议。 4、本次监事会由监事会主席陈芸女士召集并主持。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律法 规和《公司章程》的有关规定。 二、监事会会议审议情况 1、审议通过《关于使用部分闲置募集资金及自有资金进行现金管理的议案》 第三届监事会第十五次会议决议公告 本公司及监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、监事会会议召开情况 经审议，监事会认为：公司及子公司使用暂时闲置募集资金（含超募资金 ...

证券代码：301518 证券简称：长华化学 公告编号：2025-064 4、本次董事会由董事长顾仁发先生召集并主持，公司全体监事和高级管理人员 列席了本次董事会。 5、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律法 规和《公司章程》的有关规定。 二、董事会会议审议情况 长华化学科技股份有限公司 第三届董事会第十九次会议决议公告 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、 董事会会议召开情况 1、长华化学科技股份有限公司（以下简称"公司"）第三届董事会第十九次会 议的会议通知于 2025 年 9 月 12 日通过邮件等方式送达至各位董事，通知中包括会 议的相关材料，同时列明了会议的召开时间、地点、内容和方式。 2、本次董事会于 2025 年 9 月 15 日在公司 4 楼董事会会议室，以现场及电子通 信相结合的方式召开。 3、本次董事会应出席董事 9 名，实际出席董事 9 名，其中董事陈凤秋、卢睿、 陈殿胜、何海东、赵彬以电子通信方式出席会议。 1、长华化学科技股份有限公司第三届董事会第十九次会议决议； 2、长华化学科技股份有限公司 ...