证券代码：002319 证券简称：乐通股份 公告编号：2026-003 珠海市乐通化工股份有限公司 关于《债权债务确认及还款协议》到期 暨关联交易的进展公告 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、关联交易概述 2016 年 7 月 25 日，公司与轩翔思悅的少数股东拓美投资、云昊投资、崔佳、 肖诗强再次签订《关于北京轩翔思悦传媒广告有限公司资产重组的投资协议书之 补充协议》（以下简称"补充协议"），以现金 9,100 万元人民币收购轩翔思悅 25%股权。本次收购完成后，公司直接持有轩翔思悦 100%的股权，轩翔思悦成为 公司全资子公司。 2018 年 12 月 14 日，公司与拓美投资、云昊投资、崔佳、肖诗强签订《关 于北京轩翔思悦传媒广告有限公司资产重组的投资协议书补充协议之二》（以下 简称"补充协议二"），协议约定公司需于 2019 年 4 月 30 日前完成全部款项支 付（含剩余股权投资款及利息）。 2019 年 2 月 26 日，公司与拓美投资、云昊投资、崔佳、肖诗强签订《债权 转让协议》同意拓美投资将其在《补充协议二》项下的全部债权的 ...

证券代码：002319 证券简称：乐通股份 公告编号：2026-002 珠海市乐通化工股份有限公司 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。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司就本次业绩预告与会计师事务 所进行了预沟通，双方在本次业绩预告方面不存在重大分歧，具体数据以审计 结果为准。 三、业绩变动原因说明 公司预计 2025 年度归属上市公司股东的净利润为亏损 1,300 万元至亏损 800 万元之间；预计 2025 年度归属于上市公司股东扣除非经常性损益后的净 利润为亏损 1,200 万元至亏损 700 万元。公司 2025 年经营亏损主要原因如下： 单位：万元 项 目 本报告期 上年同期 归属于上市公司股东的净利润 -1,300 ～ -800 -2,462 扣除非经常性损益后的净利润 -1,200 ～ -700 -2,597 ...

Group 1 - The A-share market continues to show strength in the chemical sector, with notable stock increases including Hongbaoli up 9%, Jujiao Co. up 8%, and Rike Chemical up 6% [1] - The benchmark price for propylene oxide on January 21 is reported at 8233.33 yuan/ton, reflecting a 6.47% increase compared to the beginning of the month [1] - Over the past week (January 12 to 18), the price of propylene oxide has surged by 7.9%, leading the chemical market [1] Group 2 - Key stock performances include: - Hongbaoli with a market cap of 6.992 billion yuan and a year-to-date increase of 25.79% [2] - Jujiao Co. with a market cap of 4.897 billion yuan and a year-to-date increase of 27.46% [2] - Rike Chemical with a market cap of 3.598 billion yuan and a year-to-date increase of 15.87% [2] - Other notable stocks include Aladdin up 5.52%, Youcai Resources up 5.41%, and Qiaoyuan Co. up 5.23%, all showing strong year-to-date performance [2]

格隆汇1月20日丨乐通股份(002319.SZ)公布，全资子公司湖州乐通新材料科技有限公司（简称"湖州乐 通"）于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局联合下发的《高 新技术企业证书》。全资子公司湖州乐通通过了高新技术企业资格认定，高新技术企业证书编号为： GR202533004678，发证日期为：2025年12月19日，有效期三年。本次系湖州乐通首次通过高新技术企 业认定。 ...

格隆汇1月20日丨乐通股份(002319.SZ)公布，全资子公司湖州乐通新材料科技有限公司（简称"湖州乐 通"）于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局联合下发的《高 新技术企业证书》。全资子公司湖州乐通通过了高新技术企业资格认定，高新技术企业证书编号为： GR202533004678，发证日期为：2025年12月19日，有效期三年。本次系湖州乐通首次通过高新技术企 业认定。 ...

珠海市乐通化工股份有限公司 关于全资子公司通过高新技术企业认定的公告 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。 珠海市乐通化工股份有限公司（以下简称"公司"）全资子公司湖州乐通新 材料科技有限公司（以下简称"湖州乐通"）于近日收到浙江省经济和信息化厅、 浙江省财政厅、国家税务总局浙江省税务局联合下发的《高新技术企业证书》。 全资子公司湖州乐通通过了高新技术企业资格认定，高新技术企业证书编号为： GR202533004678，发证日期为：2025年12月19日，有效期三年。 证券代码：002319 证券简称：乐通股份 公告编号：2026-001 本次系湖州乐通首次通过高新技术企业认定。根据《中华人民共和国企业所 得税法》等相关规定，湖州乐通通过本次高新技术企业认定后，将连续三年（2025 年、2026年、2027年）享受国家关于高新技术企业相关优惠政策，即按15%税率 缴纳企业所得税。 特此公告。 珠海市乐通化工股份有限公司董事会 2026 年 1 月 21 日 ...

Core Viewpoint - The chemical industry is experiencing a significant upward trend, driven by a combination of cost support, demand recovery, and supply optimization, leading to a tighter supply-demand balance [4][12]. Group 1: Industry Performance - As of January 19, the Shenwan Basic Chemical Index rose by 2.70%, reaching 4758.50 points, with leading stocks like Xinxiang Chemical Fiber and Letong Co. hitting the daily limit [1][8]. - Multiple chemical products have seen collective price increases, including propylene, ammonium sulfate, acetone, and lithium hydroxide, driven by upstream oil price stabilization and pre-holiday stocking demand [3][11]. Group 2: Market Dynamics - The current price increase in chemical products is attributed to three main factors: cost support from stable oil prices, reduced effective capacity due to pre-holiday maintenance, and concentrated demand from downstream sectors [4][12]. - The industry is witnessing a trend of mergers and acquisitions as companies seek to expand into high-value sectors, such as integrated circuit materials and high-end electronic chemicals [5][13]. Group 3: Policy and Future Outlook - The Ministry of Industry and Information Technology and other departments have issued a plan aiming for an annual growth of over 5% in the petrochemical industry from 2025 to 2026, focusing on technological innovation and high-quality development [5][14]. - The Shandong Provincial Government has set a target for the petrochemical industry to achieve over 5% year-on-year growth by 2026, emphasizing the importance of high-end chemical products [6][14]. - The industry is transitioning from chaotic expansion to a phase of stable growth and transformation, supported by both national and local policies [7][15].

Market Overview - The chemical products sector increased by 2.79% on January 19, with Letong Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Performers - Letong Co., Ltd. (002319) closed at 12.93, up 10.04% with a trading volume of 110,300 shares and a turnover of 137 million yuan [1] - Cangzhou Dahua (600230) closed at 16.50, up 10.00% with a trading volume of 251,100 shares and a turnover of 400 million yuan [1] - Wuhua Technology (600378) closed at 38.18, up 10.00% with a trading volume of 141,900 shares and a turnover of 522 million yuan [1] - Hengda High-tech (002591) closed at 7.74, up 9.94% with a trading volume of 181,500 shares and a turnover of 137 million yuan [1] - Beihua Co., Ltd. (002246) closed at 21.28, up 7.20% with a trading volume of 392,200 shares and a turnover of 820 million yuan [1] Underperformers - Xinghua New Materials (301077) closed at 33.37, down 4.96% with a trading volume of 121,800 shares and a turnover of 414 million yuan [2] - Tiansheng New Materials (300169) closed at 6.79, down 4.23% with a trading volume of 448,600 shares and a turnover of 309 million yuan [2] - Ruifeng New Materials (300910) closed at 59.70, down 3.13% with a trading volume of 45,300 shares and a turnover of 273 million yuan [2] Capital Flow - The chemical products sector saw a net inflow of 640 million yuan from institutional investors, while retail investors experienced a net outflow of 21.19 million yuan [2][3] - Major stocks like Wanhu Chemical (600309) had a net inflow of 51.3 million yuan from institutional investors, while Newhe Chemical (002001) had a net inflow of 10.5 million yuan [3]

1月19日突破五日均线个股乖离率排名 | 301291 | 明阳电 | 9.98 | 15.76 | 47.07 | 50.35 | 6.97 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 002628 | 成都路 | 10.02 | 7.77 | 4.21 | 4.50 | 6.94 | | | 桥 | | | | | | | 300820 | 英杰电 气 | 8.46 | 11.22 | 55.21 | 59.00 | 6.87 | | 002851 | 麦格米 特 | 8.50 | 7.39 | 99.70 | 106.50 | 6.82 | （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300444 | 双杰电 | 20.00 | 39.16 | 13.24 | 14.8 ...

Group 1: Power Transmission and Distribution Equipment - Fengfan Co. focuses on the research, production, and sales of ultra-high voltage transmission line towers and related products, widely used in smart grid transmission [2] - China Two Shun is a leading domestic supplier of power transmission and distribution equipment, specializing in ultra-high voltage and intelligent equipment, including smart transformers and digital switches [2] - Jiangsu Huachen is engaged in the research and sales of power distribution and control equipment, with recent orders for data center transformers [2] - Xinlian Electronics specializes in electricity information collection systems, providing smart meters and terminals for state grid projects [2] - Pinggao Electric is an international leader in electrical switch manufacturing [2] - Baobian Electric, under the Weaponry Equipment Group, is a leader in ultra-high voltage and nuclear power transformer sectors [2] - TBEA is a leading enterprise in China's power transmission and transformation industry, with a significant market share in nuclear power transformers [2] - XJ Electric is one of the largest manufacturers and system integrators of power transmission and transformation equipment in China [2] Group 2: Robotics and Automation - Youbixuan has acquired a 29.99% stake from its controlling shareholder and initiated a partial tender offer [4] - Daying Electronics has developed resistive electronic skin samples for humanoid robots, accelerating the layout of flexible tactile sensing products [4] - Oke Yi's tools have been used in humanoid robot transmission systems, with a projected net profit increase of 67.53%-91.96% in 2025 [4] - Zhejing Xiantong has invested in a joint venture to build a robot manufacturing base [4] - Iron Flow Co. is developing hollow motor shafts and has invested in cloud computing and intelligent robotics [4] Group 3: Precious Metals and Consumer Goods - Sichuan Gold has seen a stock increase over three days, focusing on gold mining and sales [5] - Zhao Jin Gold's primary business includes gold mining and related activities [5] - Guangbai Co. is the largest retail chain in Guangzhou, actively developing customized products and indirectly investing in aerospace [5] Group 4: Semiconductor and Electronics - Jin Hai Tong specializes in semiconductor chip testing equipment, with a projected net profit increase of 103.87%-167.58% in 2025 [6][7] - Huazheng New Materials has established a technological advantage in high-grade copper-clad laminates, serving AI server applications [9] - Shengli Precision plans to invest 5.6 billion yuan in a composite copper foil project, essential for lithium battery production [10]