Core Viewpoint - Changhua Chemical (301518.SZ) announced that specific shareholders plan to reduce their holdings in the company, which may impact the stock price and investor sentiment [1] Shareholder Reduction Plan - Shareholders Shanghai Chuangfeng Xinhui Venture Capital Management Co., Ltd. and its concerted parties hold a total of 6,180,837 shares, representing 4.44% of the company's total share capital after excluding repurchased shares [1] - The shareholders plan to reduce their holdings by up to 4,174,154 shares, which is 3% of the total share capital after excluding repurchased shares, within three months from the announcement date [1] - The reduction will occur through centralized bidding or block trading, with a limit of 1% of the total share capital in any consecutive 90-day period for centralized bidding and 2% for block trading [1]

长华化学（301518）(301518.SZ)发布公告，公司于近日收到特定股东厦门创丰及其一致行动人厦门昕 锐、宁波创丰出具的《关于股份减持计划的告知函》，计划自公告披露之日起3个交易日后的3个月内以 集中竞价或大宗交易方式减持公司股份不超过417.42万股(占剔除回购股份数后公司总股本的3%)。 ...

Group 1 - The core point of the article is that Changhua Chemical (301518.SZ) has received a notice from specific shareholders regarding their plan to reduce their shareholding [1] - The shareholders, including Xiamen Chuangfeng and its concerted parties, plan to reduce their holdings by up to 4.1742 million shares, which accounts for 3% of the company's total share capital after excluding repurchased shares [1]

长华化学9月10日公告，特定股东厦门创丰及其一致行动人厦门昕锐、宁波创丰计划自公告披露之日起3 个交易日后的3个月内以集中竞价或大宗交易方式减持公司股份不超过4,174,154股（占剔除回购股份数 后公司总股本的3%）。其中，任意连续90个自然日内以集中竞价方式合计减持公司股份不超过剔除回 购股份数后公司总股本的1%，任意连续90个自然日内以大宗交易方式合计减持公司股份不超过公司剔 除回购股份数后总股本的2%。 ...

长华化学公告，特定股东上海创丰昕汇创业投资管理有限公司－厦门创丰昕辉投资管理合伙企业（有限 合伙）及一致行动人持有618.08万股，占4.44%；因资金需求，拟于2025年9月16日至2025年12月15日， 通过集中竞价或大宗交易减持不超过417.42万股，占3%。其中任意连续90日内集中竞价减持不超过 1%，大宗交易减持不超过2%。 ...

证券代码：301518 证券简称：长华化学 公告编号：2025-062 公司于近日收到特定股东厦门创丰及其一致行动人厦门昕锐、宁波创丰出具 的《关于股份减持计划的告知函》，现将有关情况公告如下： 一、股东的基本情况 | 序 号 | 股东名称 | 持股数量 （股） | 占剔除回购股份数后 公司总股本比例 | | --- | --- | --- | --- | | 1 | 上海创丰昕汇创业投资管理有限公司－厦门创丰 | 3,616,735 | 2.60% | | | 昕辉投资管理合伙企业（有限合伙） | | | | 2 | 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） | 1,282,051 | 0.92% | | 3 | 上海创丰昕汇创业投资管理有限公司－宁波保税 | 1,282,051 | 0.92% | | | 区创丰昕汇创业投资合伙企业（有限合伙） | | | | | 合计 | 6,180,837 | 4.44% | 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－厦门创丰昕辉投资管 理合伙企业（有限合伙）及其一致行 ...

关于长华化学科技股份有限公司 2025 年半年度持续督导跟踪报告 东吴证券股份有限公司 | 保荐机构名称：东吴证券股份有限公司 | 被保荐公司简称：长华化学 | | --- | --- | | 保荐代表人姓名：陈勇 | 联系电话：010-66215345 | | 保荐代表人姓名：尹鹏 | 联系电话：010-66215345 | | 报告事项 | 说明 | | --- | --- | | 1.保荐代表人变更及其理由 | 无 | | 2.报告期内中国证监会和本所对保荐机构或者其保荐的公 司采取监管措施的事项及整改情况 | 报告期内不存在中国证监会和 深交所对本项目发行人或因本 项目对保荐机构采取监管措施 | | | 的事项及整改情况。 | | 3.其他需要报告的重大事项 | 无 | 一、 保荐工作概况 | 项目 | 工作内容 | | --- | --- | | 1、 公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 次 0 | | 督导公司建立健全并有效执行规章制度的情况 2、 | | | （1）是否督导公司建立健全规章制度（包括但不 ...

Core Viewpoint - Changhua Chemical is focusing on optimizing its product and customer structure, implementing differentiated competition and cost reduction strategies, leading to a significant increase in net profit for the first half of 2025 [1] Group 1: Company Performance - In the first half of 2025, Changhua Chemical achieved a net profit of 41.1285 million yuan, representing a 62.71% increase compared to the same period last year [1] Group 2: Project Development - The company is developing a carbon dioxide polyether project with an annual production capacity of 80,000 tons, which aligns with the industry's green development trends and national "dual carbon" policies [1] - The carbon dioxide polyether project is expected to enhance existing business operations and has applications in various fields, including adhesives and automotive composite materials [1] Group 3: Market Potential - The market for carbon dioxide polyether is anticipated to grow due to its high performance, carbon neutrality, and recyclability, with potential customers seeking green, cost-effective solutions [2] - The demand for green low-carbon chemicals is expected to increase as global chemical industry transitions accelerate, driven by stricter carbon reduction policies [2] - The polyurethane materials made from carbon dioxide polyether are expected to see expanding market capacity in the future due to their excellent performance and ease of degradation and recycling [2]

Group 1: Company Overview - In the first half of 2025, the company achieved a net profit of 41.1285 million yuan, an increase of 62.71% compared to the same period last year [2] - The company implemented a differentiated competition strategy and continued to promote comprehensive cost reduction and efficiency enhancement [2] Group 2: Project Introduction - The "Carbon Dioxide Polyether Project (Phase I)" aims to build a facility with an annual production capacity of 80,000 tons of carbon dioxide polyether, expanding the company's specialty polyether business [2] - This project aligns with the company's main business, development strategy, and customer needs, enhancing existing operations and responding to the trend of green economy and "dual carbon" policies [2][3] Group 3: Application and Advantages - Carbon dioxide polyether can be applied in various fields, including flame composite foam, polyester foam, and green low-carbon products, offering superior mechanical strength, hydrolysis resistance, and chemical resistance [4] - Compared to traditional polyols, carbon dioxide polyether provides unique advantages in the automotive industry, such as high performance, carbon neutrality, and recyclability [4] Group 4: Market Potential - The carbon dioxide polyether project has a broad market potential, including applications in automotive composite foam, general foam, synthetic leather, and water-based polyurethane dispersions [5] - The global chemical industry is experiencing three significant trends: accelerated green low-carbon transformation, technology-driven industrial upgrades, and deepened regional supply chain adjustments [5] - The demand for green low-carbon chemical products is expected to grow due to the strengthening of carbon reduction policies worldwide [5][6]

Group 1 - The company, Changhua Chemical, announced on September 1 that it has repurchased approximately 1.04 million shares, accounting for 0.74% of its total share capital, with a total transaction amount of about 18.21 million yuan [1][1][1] - The highest transaction price for the repurchased shares was 18.69 yuan per share, while the lowest was 16.04 yuan per share [1][1][1] - As of the report, Changhua Chemical's market capitalization is 3.6 billion yuan [1][1][1] Group 2 - For the first half of 2025, the revenue composition of Changhua Chemical is as follows: ordinary polymer polyols account for 65.34%, high-activity polymer polyols account for 26.68%, soft foam and CASE-type polyether polyols account for 6.8%, and other businesses account for 1.18% [1][1][1]