日科化学控股股东变更 2025年业绩预告亏损收窄

Core Viewpoint - The company has undergone a change in its controlling shareholder and has announced a performance forecast for 2025, indicating a narrowing of losses while also revealing new strategic partnerships and business initiatives [1]. Group 1: Shareholder Change - On January 7, 2026, the company announced a change in its controlling shareholder to Lumin Investment (Shandong Private Joint Investment Holding Co., Ltd.) through a share transfer, which may lead to strategic adjustments and industry chain synergies [2]. Group 2: Performance Outlook - On January 30, 2026, the company disclosed its 2025 performance forecast, expecting revenue between 3.7 billion to 3.9 billion yuan, representing a year-on-year growth of 5.17% to 10.86%. The net profit attributable to shareholders is projected to narrow losses to between -18 million to -30 million yuan. Excluding one-time factors like deferred tax remeasurement, operational profitability may improve, indicating a trend of fundamental recovery [3]. Group 3: Strategic Initiatives - The company announced a strategic cooperation framework agreement with Dongming Petrochemical Group, focusing on raw material supply and ecosystem co-construction to enhance cost competitiveness. Additionally, the company plans to enter the computing power service business through its wholly-owned subsidiary, leveraging green electricity resources to cultivate new growth points [4]. Group 4: Project Development - In November 2025, the company announced a change in its joint venture project from lithium battery electrolyte raw materials to the green recycling of waste rubber, aligning with low-carbon policies. However, market reactions may be volatile in the short term, necessitating attention to the subsequent implementation progress [5].