资金面上看，长华化学近5日主力资金总体呈净流入状态，累计净流入2142.33万元，其中，上一交易日 主力资金全天净流入405.59万元。 融资融券数据显示，该股最新（1月20日）两融余额1.63亿元，其中，融资余额为1.63亿元，近5日融资 余额合计增加2179.76万元，增幅为15.47%。（数据宝） （文章来源：证券时报网） 长华化学股价出现异动，截至今日9时54分，股价下跌5.40%，成交251.57万股，成交金额1.04亿元，换 手率为4.71%，公司发布的最新业绩预告显示，预计2025年实现净利润8941.27万元—1.09亿元，净利润 同比增长53.75%—87.91%。 证券时报·数据宝统计显示，今日公布2025年业绩预告公司中，截至发稿股价较为强势的有中熔电气、 芯碁微装、誉衡药业等，股价分别上涨20.00%、12.89%、10.03%，股价跌幅较大的有南侨食品、中孚 实业、粤桂股份等，分别下跌7.10%、6.41%、5.95%。 ...

Summary of Key Points from Conference Call Records Industry Overview - The records primarily focus on the chemical industry, specifically tracking price changes and stock performance of chemical companies as of January 20. Key Financial Metrics - The Shanghai Composite Index reported at 4113.65, with a day-on-day change of -0.01% - Basic chemicals and petrochemicals reported at 7785.68 and 4841.91, with day-on-day changes of +0.35% and +2.58% respectively [1][1][1] Price Changes in Chemicals - Top five price increases in chemicals: - R125: +3.09% - R22: +2.94% - Niacinamide: +2.94% - Acrylic Acid: +2.7% - Propyl Acetate: +2.22% [1][1][1] - Price increases in anti-involution products: - Polyester Bottle Chips: +0.75% - Caprolactam: +0.54% [1][1][1] Price Spread Changes - Top five increases in price spreads: - Lithium Iron Phosphate: +52.62% - Anhydride: +38.41% - Rigid Polyether: +37.5% - Glyphosate: +29.24% - Phenol: +17.62% [1][1][1] Stock Performance of Chemical Companies - Top five stock price increases: - Jiangtian Chemical: +19.99% - Yida Co.: +11.96% - Runfeng Co.: +10.72% - Qicai Chemical: +10.71% - Hongmian Co.: +10.13% [1][1][1] Earnings Forecasts - **Oriental Tower**: Expected net profit for 2025 is between 1.08-1.27 billion, a year-on-year increase of 91.4%-125.07% [2][2][2] - **Batian Co.**: Expected net profit for 2025 is between 890-980 million, a year-on-year increase of 117.53%-139.53% [2][2][2] - **Kaisheng New Materials**: Expected net profit for 2025 is between 110-140 million, a year-on-year increase of 96.47%-150.06% [2][2][2] - **Qiaoyuan Co.**: Expected net profit for 2025 is between 226-256 million, a year-on-year increase of 51.51%-71.62% [2][2][2] - **Zhongshi Technology**: Expected net profit for 2025 is between 330-370 million, a year-on-year increase of 63.86%-83.73% [2][2][2] - **Changhua Chemical**: Expected net profit for 2025 is between 89-109 million, a year-on-year increase of 53.75%-87.91% [2][2][2] - **Xinjiang Tianye**: Expected net profit for 2025 is around -50 million, indicating a loss [2][2][2] - **Juheshun**: Expected net profit for 2025 is between 130-160 million, a year-on-year decrease of 47%-57% [2][2][2] Other Notable Announcements - **Huarun Materials**: Expected net loss for 2025 is between 85-115 million, a year-on-year reduction of 85.08%-79.81% [3][3][3] - **Huajin Co.**: Expected net loss for 2025 is between 1.6-1.9 billion, a year-on-year increase of 42.75%-32.02% [3][3][3] - **Xinghua Co.**: Expected net loss for 2025 is between 420-560 million [3][3][3] - **Baomo Co.**: Change in actual controller due to share transfer agreement [3][3][3] - **Nanjing Julong**: Plans to invest 30 million to establish a wholly-owned subsidiary for a 60,000-ton modified plastic production line [3][3][3] - **Jiangtian Chemical**: Plans to invest 49.8 million to establish a 60,000-ton acrylic acid project with a one-year construction period [3][3][3] Conclusion - The chemical industry shows a mix of positive earnings forecasts and significant stock price movements, alongside some companies projecting losses. The data indicates potential investment opportunities in companies with strong growth forecasts while highlighting risks in those expecting losses.

Group 1: New Stock Offerings - Medela's new stock offering has a subscription code of 920119, with an issue price of 41.88 yuan per share and a price-to-earnings ratio of 14.99 times, allowing a maximum subscription limit of 720,000 shares per account [2] Group 2: Fiscal Policy and Economic Measures - The Ministry of Finance will continue to implement a more proactive fiscal policy, aiming for increased total spending, improved structure, better efficiency, and stronger momentum, with necessary levels of fiscal deficit, total debt, and spending maintained through 2026 [3] - The Ministry of Finance has optimized the personal consumption loan interest subsidy policy, including credit card installment payments, removing restrictions on certain consumption areas, allowing all consumer loans to enjoy interest subsidies [3] - Starting April 1, 2026, export tax rebates for photovoltaic products will be canceled, and electronic product export tax rebates will be phased out over two years, promoting efficient resource use and guiding rational industrial structure adjustments [3] - Tax and fee preferential policies for community services such as elderly care, childcare, and housekeeping will continue, benefiting institutions providing these services [3] Group 3: Commodity Market Adjustments - The Shanghai Futures Exchange will adjust margin ratios and price fluctuation limits for futures contracts of copper, gold, and other commodities starting January 22, 2026 [4] - Domestic gasoline and diesel prices will increase by 85 yuan per ton due to rising international oil prices, marking the first price hike in 2026, with an average increase of 0.07 yuan per liter for 92 and 95 gasoline and 0 diesel [4] - Shanghai has released an action plan to enhance the linkage between spot and futures markets for non-ferrous metals, aiming to expand the international influence of "Shanghai prices" [4] Group 4: Company Earnings Forecasts - Huicheng Environmental Protection plans to increase its shareholding by 25 million to 50 million yuan [7] - JianTou Energy expects a net profit increase of approximately 253.38% year-on-year for 2025 [7] - Hikvision's performance report indicates a year-on-year growth of 18.46% in net profit attributable to shareholders for 2025 [7] - Longzi Co. anticipates a net profit increase of 245.25% to 302.8% year-on-year for 2025 [7] - Zhaoyan New Drug expects a net profit increase of 214% to 371% year-on-year for 2025 [8] - Huachen Equipment forecasts a net profit increase of 193.64% to 242.04% year-on-year for 2025 [8] - Qianyuan Power anticipates a net profit increase of 160% to 190% year-on-year for 2025 [8] - Jin Fang Energy expects a net profit increase of 123.97% to 193.7% year-on-year for 2025 [8] - Other companies such as Zhongfu Industrial, Batian Co., and Dongwei Technology also project significant year-on-year profit increases for 2025, ranging from 50% to over 300% [8][9]

Group 1 - Liou Co., Ltd. announced that its stock price fluctuations have been investigated, confirming normal operations and no undisclosed significant information [1] - Tongfu Microelectronics expects a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [17][18] Group 2 - Zhongtung High-tech reported an increase of 91,700 tons in tungsten metal resources, which will not directly impact its current operations or financial situation [2] - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to cultivate new profit growth points in the sports medicine sector [2] Group 3 - Zhaojin Gold confirmed normal operations and no undisclosed significant matters after its stock price experienced abnormal fluctuations [3] - Riying Electronics stated that it has no revenue from humanoid robot-related businesses and emphasized the need for rational investment decisions [4] Group 4 - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Electric Technology Co., Ltd., which is expected to constitute a major asset restructuring [5] - China Merchants Industry plans to build four 3000TEU traditional fuel container ships with a total investment of no more than 1.324 billion yuan [6] Group 5 - Jiangtian Chemical plans to invest 49.8 million yuan in a project to produce 60,000 tons of acrylic acid annually [7] - *ST Xinyan has received approval to lift its delisting risk warning after completing its restructuring plan [7] Group 6 - Kangxin New Materials intends to acquire 51% of Wuxi Yubang Semiconductor for 392 million yuan, marking its expansion into the semiconductor field [8] - Guoshun Quantum signed a technology implementation license contract with the University of Science and Technology of China [8] Group 7 - Zhenyu Technology reported a significant increase in orders from the robotics sector for Q4 2025, although these orders represent a small portion of its overall revenue [9] - Yongxing Materials announced that its lithium extraction project has reached full production capacity [9] Group 8 - Nanjing Julong plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [9] - Guodian Nanzi signed a strategic cooperation agreement with Huawei to establish an AI technology innovation center [10][11] Group 9 - He Sheng New Materials plans to sell idle factory assets for no less than 80 million yuan [13] - He Sheng New Materials expects a net profit increase of 55% to 75% for 2025, driven by improved supply chain management [14] Group 10 - Kangda New Materials forecasts a net profit of 125 million to 135 million yuan for 2025, marking a turnaround from a loss in the previous year [15] - Yanjing Beer anticipates a net profit increase of 50% to 65% for 2025, supported by its large product strategy [16] Group 11 - Jinfang Energy expects a net profit of 109 million to 143 million yuan for 2025, reflecting a year-on-year growth of 123.97% to 193.7% [19] - Yandong Microelectronics predicts a net loss of 340 million to 425 million yuan for 2025 due to market changes and increased R&D costs [20] Group 12 - Taishan Petroleum forecasts a net profit increase of 30.88% to 66.11% for 2025, benefiting from reduced expenses [21] - Huayuan Holdings expects a net profit increase of 50.98% to 66.82% for 2025, driven by lower raw material prices [22] Group 13 - Huajin Co. anticipates a net loss of 1.6 billion to 1.9 billion yuan for 2025, although the loss is expected to be less than the previous year [23] - Zhongyuan Neipei expects a net profit increase of 80.47% to 109.9% for 2025, supported by steady growth in core business [24] Group 14 - Dongfang Tower expects a net profit of 1.08 billion to 1.27 billion yuan for 2025, reflecting a year-on-year growth of 91.4% to 125.07% [34] - Dali Long anticipates a net profit increase of 51.88% to 86.27% for 2025, driven by market expansion and operational efficiency [35] Group 15 - Hikvision reported a net profit increase of 18.46% for 2025, with total revenue reaching 925.18 billion yuan [44] - Zhongfu Industrial expects a net profit increase of 120.27% to 141.59% for 2025, primarily due to lower costs in the electrolytic aluminum business [45]

证券日报网讯1月20日，长华化学（301518）发布公告称，公司预计2025年归属于上市公司股东的净利 润为8，941.27万元至10，928.21万元，比上年同期增长53.75%至87.91%。 ...

报告期内，公司POP、PPG等产品供应链管理水平提升、持续降本增效及工艺技术优化等因素推动毛利 率回升。 智通财经APP讯，长华化学(301518.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 8941.27万元至1.09亿元，同比增长53.75%至87.91%;扣除非经常性损益后的净利润8763.50万元至1.07亿 元，同比增长67.38%至104.58%。 ...

长华化学（301518）(301518.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 8941.27万元至1.09亿元，同比增长53.75%至87.91%;扣除非经常性损益后的净利润8763.50万元至1.07亿 元，同比增长67.38%至104.58%。 报告期内，公司POP、PPG等产品供应链管理水平提升、持续降本增效及工艺技术优化等因素推动毛利 率回升。 ...

长华化学公告，预计2025年度净利润为8941.27万元至1.09亿元，同比增长53.75%～87.91%。报告期 内，公司POP、PPG等产品供应链管理水平提升、持续降本增效及工艺技术优化等因素推动毛利率回 升；与此同时，公司通过技术创新优化产品结构与客户结构，持续推动实施差异化竞争策略。围绕客户 需求，高性能Hiclaim®系列、抗菌防螨功能化系列聚醚等绿色新产品逐步投放市场，特种聚醚等高附加 值产品销售占比提高；叠加客户结构持续优化、加大与战略客户的深度合作及市场拓展，共同驱动公司 整体毛利率水平实现较好提升，在经营业绩上取得了较好增长。 ...

人民财讯1月20日电，长华化学（301518）1月20日披露业绩预告，预计2025年净利润为8941.27万元至 1.09亿元，同比增长53.75%至87.91%。报告期内，公司POP、PPG等产品供应链管理水平提升、持续降 本增效及工艺技术优化等因素推动毛利率回升。 ...

长华化学科技股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码：301518 证券简称：长华化学 公告编号：2026-004 报告期内，公司 POP、PPG 等产品供应链管理水平提升、持续降本增效及工艺技术 优化等因素推动毛利率回升；与此同时，公司通过技术创新优化产品结构与客户结构， 持续推动实施差异化竞争策略。围绕客户需求，高性能 Hiclaim®系列、抗菌防螨功能 化系列聚醚等绿色新产品逐步投放市场，特种聚醚等高附加值产品销售占比提高；叠 加客户结构持续优化、加大与战略客户的深度合作及市场拓展，共同驱动公司整体毛 利率水平实现较好提升，在经营业绩上取得了较好增长。 四、其他相关说明 1、本次业绩预告相关数据是公司财务部进行初步测算的结果，未经审计机构审计。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | | 上 ...