Industry Overview - In 2025, the Chinese chemical industry is experiencing a complex situation of cyclical bottoming and structural optimization, with significant internal differentiation [2] - Traditional basic chemicals are seeing slowed growth and prominent supply-demand structural contradictions, while specific sub-sectors are maintaining strong growth, becoming new engines for industry development [2] High-Profit Sectors Analysis - The pharmaceutical sector, particularly in chemical preparations, has an average profit margin exceeding 22%, driven by rigid demand, aging population, and high entry barriers [6][7] - The raw materials segment also maintains a profit margin around 22%, with companies like Hai Sheng Pharmaceutical and Senxuan Pharmaceutical expected to exceed 30% in annual profit margins [6][7] - The rubber deep processing sector, benefiting from the rapid development of the new energy vehicle industry, has an average profit margin of about 22%, with companies like Litong Technology and Kelong New Materials showing average profitability above 24% [8][9] - The oil and gas sector, with an average profit margin of 22%, is experiencing profit improvements due to the gradual relaxation of oil exploration and extraction permissions by the government [10] Low-Profit Sectors Analysis - The gas sector, with an average profit margin below 3%, faces challenges from price volatility and regulatory constraints, limiting its growth potential [11] - The traditional chemical products sector also struggles with an average profit margin below 3%, impacted by overcapacity and weak demand [12][13] - The petrochemical trade sector, similarly, has an average profit margin below 3%, reflecting deep-seated contradictions of overcapacity and declining demand for refined oil products [13] - The chemical fiber sector is facing profitability issues due to low demand in textiles and oversupply of conventional fibers [13] Industry Insights - The chemical industry is highly influenced by macroeconomic factors, with demand being the core variable determining product prosperity [14] - Key trends for 2025 include a shift towards high-value-added segments, the rise of the new energy industry reshaping demand structures, and the release of policy dividends in oil and gas sectors [14] - Companies like Bluestar Technology demonstrate that differentiation and technological upgrades can provide pathways for success in overcapacity industries [14]

Group 1 - Yunnan Baiyao plans to invest 137 million yuan in the second phase of its oral liquid project to meet growing market demand for its products [1] - Hanma Technology's subsidiary intends to increase capital by 575 million yuan in Shanghai Suoda and transfer 100% of its shares for 485 million yuan [2] - JiaoKong Technology won a contract worth 16.8 million euros for a project in Turkey, expected to be operational by December 2028 [3] Group 2 - Hanhui Technology's shareholder plans to reduce their stake by up to 1.86% [4] - Haisheng Pharmaceutical reported a 32.72% increase in revenue and a 36.89% increase in net profit for 2025 [5] - Oukang Pharmaceutical's net profit for 2025 decreased by 48.21% despite a 7.73% increase in revenue [6] Group 3 - Huaihe Energy expects a net profit of 1.684 to 1.784 billion yuan for 2025, a year-on-year increase of 96.31% to 107.97% [7] - Watson Bio received approval for clinical trials of its varicella vaccine [8] - ShunNa Co. plans to reduce its stake by up to 1% [9] Group 4 - Chutianlong intends to raise up to 760 million yuan through a private placement [10] - Yifang Technology's shareholders plan to reduce their holdings by up to 34,830 shares [12] - Yunjigroup's subsidiary signed an EPC contract worth 1.331 billion yuan [13] Group 5 - Jianghuai Automobile reported a 2.14% decrease in January sales [15] - Lifan Pharmaceutical participated in a national procurement program and aims to be selected for three products [16] - Magu Technology's shareholder plans to reduce their stake by up to 3% [17] Group 6 - Jianghuai Automobile's private placement raised approximately 3.5 billion yuan, with investor Ge Weidong subscribing for 1 billion yuan [18] - Huichuan Technology expects a net profit increase of 16% to 26% for 2025 [19] - Hezhong China reported a 10.24% decrease in January consolidated revenue [20] Group 7 - Zhongjian Technology plans to invest 30 million yuan in a new fund focused on new energy [22] - Kanda New Materials intends to invest 646 million yuan in a new production project [23] - Yuegui Co.'s subsidiary obtained a mining license [25] Group 8 - TBG Technology plans to invest 1.53 billion yuan in a new project [27] - Xiexin Integration stated it currently lacks production capacity in the "space photovoltaic" sector [28] - Shibao Testing's controlling shareholder plans to transfer 8.5% of the company's shares [29] Group 9 - TeBao Bio reported a 31.18% increase in revenue and a 25.39% increase in net profit for 2025 [30] - Guoke Tiancai reported a 14.73% increase in revenue and a 17.94% increase in net profit for 2025 [31] - Miaokelando signed a memorandum with SADAFCO to explore the children's cheese snack market in Saudi Arabia [32] Group 10 - Tangrenshen reported a 25.6% decrease in January sales revenue [33] - Northeast Securities received approval to establish a subsidiary in Hong Kong [34] - Yiyi Co. terminated its asset acquisition plan due to changes in the target company's performance [35] Group 11 - Wushang Group's major shareholder plans to reduce their stake by up to 3% [36] - Weigang Technology's shareholder plans to reduce their stake by up to 2.98% [37] - Yutong Technology plans to acquire 51% of Huayan Technology for 449 million yuan [38] Group 12 - Huasan Pharmaceutical's shareholder plans to reduce their stake by up to 3% [39] - Runbei Hangke's major shareholder plans to reduce their stake by up to 3% [41] - Huada Technology plans to acquire 100% of Huayi Microelectronics for 2.996 billion yuan [42] Group 13 - ST Lifang's stock will resume trading after completing self-inspection work [43]

证券日报网讯2月10日，海昇药业发布公告称，持股24.5046%的股东王小青计划自公告15个交易日后的 3个月内，通过集中竞价或大宗交易减持不超过1800000股，占总股本1.8%，减持价根据市场交易价格 确定，股份来源为北交所上市前取得(含权益分派转增股)，减持因个人财务安排。 ...

浙江海昇药业股份有限公司(以下简称"公司") 于近日收到由浙江省经济 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颁发的《高新技术 企业证书》，证书编号：GR202533008100，有效期：三年。 二、对公司的影响 证券代码：920656 证券简称：海昇药业 公告编号：2026-007 浙江海昇药业股份有限公司 关于公司再次取得高新技术企业证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、基本情况 2026 年 2 月 10 日 本次系公司持有的原高新技术企业证书有效期届满后进行的重新认定。根据 《中华人民共和国企业所得税法》等相关规定，公司自获得高新技术企业认定后 的三年内享受高新技术企业税收优惠，企业所得税按 15%的税率缴纳。 高新技术企业的认定，是对公司技术研究和创新的充分肯定，是公司综合实 力的体现，有利于提升核心竞争力及品牌影响力，对公司的持续经营和未来发展 具有积极的影响。 三、备查文件 1、《高新技术企业证书》（证书编号：GR202533008100）。 特此公 ...

证券代码：920656 证券简称：海昇药业 公告编号：2026-006 浙江海昇药业股份有限公司 股东拟减持股份的预披露公告（再次披露） 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 一、 减持主体的基本情况 √是 □否 | 股东名称 | 股东身份 | | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | --- | | | | | （股） | （%） | | | 王小青 | 持股 | 5%以 | 24,504,625 | 24.5046% | 北交所上市前取得（含 | | | 上股东 | | | | 权益分派转增股） | 二、 本次减持计划的主要内容 | | | 计划减 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 计划减持 数量 | 持数量 占总股 | 减持 | 减持 | 减持价 | 拟减持股 | 拟减持 | | 称 | | | 方式 | 期间 | 格区间 | 份 ...

证券代码：920656 证券简称：海昇药业 公告编号：2026-008 浙江海昇药业股份有限公司 2025 年年度业绩快报公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 二、经营业绩和财务状况情况说明 一、2025 年年度主要财务数据和指标 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内，公司实现营业收入预计为 22,059.83 万元，同比增长 32.72%；归 属于上市公司股东的净利润预计为 6,947.33 万元，同比增长 36.89%；归属于上 市公司股东的扣除非经常性损益的净利润预计为 6,255.08 万元，同比增长 43.68%；基本每股收益预计为 0.69 元，同比增长 32.69%。 报告期末，公司总资产预计为 72,776.54 万元，同比增长 3.49%；归属于上 市公司股东的所有者权益预计为 70,346.09 万元，同比增长 7.79%；归属于上市 公司股东的每股净资产预计为 7.03 元，同比减少 13.85%。 （二）业绩变动的主要原因 报告期内， ...

证券代码：920656 证券简称：海昇药业 公告编号：2026-005 浙江海昇药业股份有限公司 公司于 2025 年 5 月 16 日召开第三届董事会第二十二次会议、第三届监事会 第二十次会议，于 2025 年 6 月 4 日召开 2025 年第二次临时股东会，审议通过 了《关于使用部分闲置募集资金进行现金管理的议案》，在确保资金安全、不影 响募集资金投资项目建设的前提下，公司拟使用额度不超过人民币 2.8 亿元（含 本数）的闲置募集资金进行现金管理，在上述额度范围内资金可以循环滚动使 用，并授权公司董事长行使相关投资决策权并签署相关文件，财务负责人负责 具体组织实施及办理相关事宜。具体内容详见公司于 2025 年 5 月 19 日在北京 证券交易所信息披露平台（www.bse.cn）披露的《关于使用部分闲置募集资金 进行现金管理的公告》（公告编号：2025-050）。 （二）本次委托理财披露的标准 根据《北京证券交易所股票上市规则》中相关规定，交易的成交金额占上市 公司最近一期经审计净资产的 10%以上且超过 1,000.00 万元的应当予以披露。 本次购买的理财产品金额为 24,800 万元，截至目前， ...

证券代码：920656 证券简称：海昇药业 公告编号：2026-004 浙江海昇药业股份有限公司 关于使用闲置自有资金购买理财产品的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权委托理财情况 （一） 已授权委托理财基本信息 1、上年授权现金管理 公司于 2024 年 5 月 16 日召开第三届董事会第十六次会议、第三届监事会第 十五次会议，于 2024 年 6 月 3 日召开 2024 年第二次临时股东会，审议通过了《关 于使用闲置自有资金进行现金管理的议案》，基于公司经营稳定，财务状况稳健， 有较充裕的资金及有效的风险控制制度，在确保公司正常经营活动资金需求的前 提下，公司拟使用部分闲置自有资金进行管理，以提高资金使用效率和收益，为 公司股东谋取更好的回报。公司拟进行的现金管理的金额不超过人民币 1 亿元 （含本数），资金来源为公司闲置自有资金。在上述额度内，资金可以循环滚动 使用，委托理财取得的收益可进行再投资，再投资的金额不包含在上述额度以内。 具体内容详见公司在北京证券交易 ...

证券代码：920656 证券简称：海昇药业 公告编号：2026-003 本次减持主体拟在本次公告 30 个交易日后的 3 个月内通过集中竞价或大宗 交易方式卖出公司股份总数可能超过公司股份总数的 1%。 股东拟减持股份的预披露公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 | | | 计划减 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 计划减持 | 持数量 | 减持 | 减持 | 减持价 | 拟减持股 | 拟减持 | | | 数量 | 占总股 | | | | | | | 称 | | | 方式 | 期间 | 格区间 | 份来源 | 原因 | | | （股） | 本比例 | | | | | | | | | （%） | | | | | | | 王小青 | 不高于 | 1.8% | 集中 | 公告披 | 根据市 | 北交所上 | 个人财 | | | 1,800,000 | | 竞价 | 露之日 | 场交易 | 市前取得 | 务安排 ...

Group 1 - The company, Haisheng Pharmaceutical, announced the use of idle raised funds amounting to 255 million yuan to purchase structured deposits from Hangzhou Bank, specifically the "Tianlibao" product [2] - The investment has a term of 25 days, with an expected annualized return ranging from 0.45% to 2.45% [2] - As of the announcement date, the balance of the financial products that have not yet matured is 255 million yuan, which represents 39.07% of the company's audited net assets for 2024 [2]