股票简称：长华化学 股票代码：301518 长华化学科技股份有限公司 Changhua Chemical Technology Co., Ltd. （江苏省张家港市扬子江国际化工园北京路20号） 2025 年度以简易程序 向特定对象发行股票 募集资金使用的可行性分析报告 （修订稿） 二〇二五年十月 长华化学科技股份有限公司 2025 年度以简易程序向特定对象发行股票募集资金使用的可行性分析报告 一、募集资金使用计划 本次发行拟募集资金总额不超过 15,530.00 万元（含本数），扣除相关发行费用 后的募集资金净额将全部用于以下项目： 单位：万元 | 序号 | 项目名称 | 项目投资总额 | 拟使用募集资金 | | --- | --- | --- | --- | | 1 | 二氧化碳聚醚项目（一期） | 74,294.85 | 15,530.00 | 在本次募集资金到位之前，公司将根据募集资金拟投资项目实际进度情况以自 筹资金先行投入，并在募集资金到位后按照相关法规规定的程序予以置换。募集资 金到位后，若扣除发行费用后的实际募集资金净额少于拟投入募集资金总额，公司 将在上述项目范围内，根据项目进度、资金需求等 ...

证券之星消息，10月13日化学制品板块较上一交易日下跌0.7%，长华化学领跌。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920015 | 锦华新材 | 53.00 | 10.21% | 10.26万 | | 5.08亿 | | 002407 | 多氟多 | 20.82 | 9.98% | 168.84万 | | 33.62亿 | | 002549 | 凯美特气 | 27.32 | 9.98% | 97.58万 | | 26.29亿 | | 300321 | 同大股份 | 41.87 | 5.71% | - 4.66万 | | 1.92亿 | | 920033 | 康管化学 | 20.01 | 5.54% | 2.51万 | | 4798.98万 | | 300405 | 科隆股份 | 6.47 | 4.35% | 24.14万 | | 1.53亿 ...

Core Viewpoint - The company Longhua Chemical (301518.SZ) has provided information regarding its latest number of shareholders as of September 30, which is available on its investor interaction platform [1] Group 1 - The latest number of shareholders is disclosed as of September 30 [1] - The company will also report the number of shareholders in its upcoming Q3 2025 report, scheduled for October 29 [1]

Core Viewpoint - Major chemical companies, including Dow, INEOS, and others, are shutting down production facilities in Europe due to high costs, stringent regulations, and competition from imports, indicating a significant restructuring in the chemical industry [2][3][6][7][8]. Group 1: Dow Chemical - Dow plans to close its polyether polyol plant in Tertre, Belgium, with an annual capacity of 94,000 tons by the end of Q1 2026 as part of a strategic restructuring in Europe [3]. - The closure is attributed to high costs, strict regulations in Europe, and competitive pressure from imports, particularly from Asia [3]. - Dow's other planned closures include an ethylene cracker in Germany and a chlor-alkali facility, with further reductions in production capacity expected [3]. Group 2: Market Conditions - The European polyether polyol market is currently weak, with key end-use sectors like automotive and construction showing low demand, leading to overcapacity and increased imports [4]. - From 2020 to 2024, the average annual import volume of polyether is projected to be 286,000 tons, with a record high of 323,000 tons last year [4]. - In China, the domestic polyether industry is expected to see increased concentration among leading companies, with total production around 5.55 million tons and consumption at approximately 4.08 million tons in 2024 [4]. Group 3: INEOS - INEOS confirmed the closure of two production plants in Rheinberg, Germany, resulting in the loss of 175 jobs, due to high energy and carbon emission costs [6]. - The plants produce essential chemicals, including key components for epoxy resins, which are critical for defense, aerospace, and renewable energy infrastructure [6]. - INEOS also plans to cut 20% of the workforce at its acetyl plant in Hull, UK, citing competition from low-cost imports [6]. Group 4: Arlanxeo - Arlanxeo announced the closure of its synthetic rubber production facility in France, with an annual capacity of 140,000 tons, due to rising costs and market imbalances [7]. - The facility produces Nd-PBR and solution polymerized styrene-butadiene rubber, facing continuous losses without viable paths to profitability [7]. Group 5: Solvay - Solvay plans to permanently close its MMA and acetone cyanohydrin production operations in Italy, transitioning to purchasing MMA from third-party suppliers [8]. - This strategic shift is part of a broader plan to streamline operations and focus on chemical recycling initiatives [8]. Group 6: Future Outlook - The domestic polyether industry in China is expected to continue expanding, with a projected increase of over 4 million tons per year in new capacity from 2025 to 2029 [5]. - Leading companies in the sector are focusing on high-value products, indicating a shift towards more specialized and profitable offerings [5].

Group 1 - The company, Changhua Chemical, announced the completion of a share reduction plan by specific shareholders, resulting in a total reduction of approximately 4.17 million shares, which accounts for 3% of the company's total shares [1] - For the first half of 2025, the revenue composition of Changhua Chemical is as follows: ordinary polymer polyols 65.34%, high-reactive polymer polyols 26.68%, soft foam and CASE-type polyether polyols 6.8%, and other businesses 1.18% [1] - As of the report date, the market capitalization of Changhua Chemical is 5.1 billion yuan [1]

证券代码：301518 证券简称：长华化学 公告编号：2025-067 长华化学科技股份有限公司 关于股东股份减持计划实施完成的公告 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）及其一致行动人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）、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。 长华化学科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日在巨 潮资讯网（www.cninfo.com.cn）披露《关于股东股份减持计划的预披露公告》（公 告编号：2025-062），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）（以下简称"厦门创丰"）及其一致行 动人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"）、上海创丰昕汇创业投资管理有限 公司 ...

证券代码：301518 证券简称：长华化学 公告编号：2025-066 长华化学科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、回购事项概述 长华化学科技股份有限公司（以下简称"公司"）于 2024 年 11 月 11 日召开 第三届董事会第十二次会议，审议通过了《关于回购公司股份方案的议案》，同意 公司使用资金总额不超过 2,000 万元（含），不低于 1,000 万元（含）的自有资金 及中国建设银行股份有限公司张家港分行提供的股票回购专项贷款以集中竞价交 易方式回购公司人民币普通股（A 股），其中专项贷款金额不超过 1,400 万元。回 购股份将用于员工持股计划或股权激励，回购的实施期限为自公司第三届董事会第 十二次会议审议通过回购方案之日起不超过 12 个月。 具体内容详见公司分别于 2024 年 11 月 12 日、12 月 4 日在巨潮资讯网披露的 《关于回购公司股份方案暨取得金融机构股票回购专项贷款承诺书的公告》（公告 编号：2024-038）、《回购股份报告书》（公告编号：2024-042）。 二 ...

公司于 2025 年 7 月 30 日召开第三届董事会第十七次会议、2025 年 8 月 18 日召开 2025 年第二次临时股东会，审议通过了关于公司 2025 年度以简易程序向 特定对象发行股票（以下简称"本次发行"）的相关议案。由于本次发行工作的 需要，公司聘请东亚前海证券有限责任公司（以下简称"东亚前海证券"）担任 保荐机构、主承销商。近日，双方签订了保荐协议及承销协议。东亚前海证券指 派方伟先生和白宁宇先生（简历见附件）担任公司本次发行的保荐代表人，具体 负责本次发行的保荐工作及持续督导工作，持续督导期间为本次发行上市完成后 当年剩余时间及其后两个完整会计年度。 证券代码：301518 证券简称：长华化学 公告编号：2025-068 长华化学科技股份有限公司 关于变更保荐机构及保荐代表人的公告 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。 经中国证券监督管理委员会《关于同意长华化学科技股份有限公司首次公开 发行股票注册的批复》（证监许可〔2023〕1113 号）同意注册，长华化学科技 股份有限公司（以下简称"公司"）向社会公开发行人民币普通股（A ...

Core Viewpoint - Longhua Chemical experienced significant trading activity on September 30, with a total transaction volume of 2.7827 million shares and a transaction value of 90.44 million yuan, indicating strong institutional interest [1] Trading Activity - On September 30, Longhua Chemical had 6 transactions on the block trading platform, with a transaction price of 32.50 yuan, which represents a discount of 13.68% compared to the closing price of 37.65 yuan [1] - The stock closed at 37.65 yuan, reflecting a daily increase of 9.58%, with a turnover rate of 33.51% and a total transaction amount of 687 million yuan [1] - The net outflow of main funds for the day was 29.2665 million yuan, while the stock has seen a cumulative increase of 29.83% over the past five days [1] Financing Data - The latest margin financing balance for Longhua Chemical is 96.9618 million yuan, which has increased by 5.8703 million yuan over the past five days, representing a growth rate of 6.44% [1] Company Background - Longhua Chemical Technology Co., Ltd. was established on October 26, 2010, with a registered capital of 1.40178204 billion yuan [1]

Core Insights - Longhua Chemical experienced significant trading activity on September 30, with a total of 6 block trades amounting to 2.7827 million shares and a total transaction value of 90.44 million yuan, with a trading price of 32.50 yuan, reflecting a discount of 13.68% compared to the closing price of the day [2][3] Trading Activity - The closing price of Longhua Chemical on the same day was 37.65 yuan, marking an increase of 9.58%, with a turnover rate of 33.51% and a total trading volume of 687 million yuan, while the net outflow of main funds was 29.27 million yuan [2] - Over the past five days, the stock has seen a cumulative increase of 29.83%, with a total net inflow of funds amounting to 53.12 million yuan [2] Financing Data - The latest margin financing balance for Longhua Chemical is 96.96 million yuan, which has increased by 5.87 million yuan over the past five days, representing a growth rate of 6.44% [3] Company Background - Longhua Chemical Technology Co., Ltd. was established on October 26, 2010, with a registered capital of 1.40178204 billion yuan [3]