证券代码：301209 证券简称：联合化学 公告编号：2026-005 龙口联合化学股份有限公司 关于注销部分募集资金专项账户的公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、募集资金基本情况 二、募集资金的存放与管理情况 为了规范募集资金的管理和使用，保护投资者权益，公司依照《中华人民共 和国公司法》《中华人民共和国证券法》《上市公司募集资金监管规则》《深圳 证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关法律法规和规范性文件的规定，结合公 司实际情况，制定了《募集资金管理制度》。 根据《募集资金管理制度》的要求，并结合公司经营需要，公司开立了募集 资金专项账户，对募集资金实行专户存储，并与保荐机构、各存放银行签订了《募 集资金三方监管协议》。三方监管协议与三方监管协议范本不存在重大差异，三 方监管协议的履行不存在问题。 截至本公告披露日，募集资金专户情况如下： | 账户名称 | 开户银行 | 银行账号 | 募集资金用途 | 账户 状态 | | --- | --- | --- | --- ...

证券日报网讯2月24日，联合化学（301209）在互动平台回答投资者提问时表示，截至2026年2月13日收 盘后，公司股份持有人(合并普通账户和融资融券信用账户)数为5684户。 ...

Group 1 - The dye and chemical sector has strengthened again, with companies like Yancheng Chemical Co., Ltd. and Huatai reaching their daily limit, while Jihua Group, United Chemical, Huilong Co., Ltd., Hangmin Co., Ltd., and Yayun Co., Ltd. also saw increases [1] - Zhejiang Longsheng has raised prices for certain disperse dyes, with the price of disperse black dye increasing by 5,000 yuan per ton as of February 8 [1] - Due to the recent rise in the price of reducing agents, Runtu Co., Ltd. has also seen the price of disperse black dye increase by approximately 5,000 yuan per ton [1]

Core Viewpoint - The company, Shuangle Co., Ltd. (301036.SZ), clarifies that its products do not include solvent dyes and outlines its investment projects in high-performance pigments aimed at expanding production capacity and enhancing product offerings [2]. Group 1: Product Differentiation - The company distinguishes its high-performance pigments from solvent dyes, confirming that it does not produce the latter [2]. - The high-performance pigments include phthalocyanine blue-green and organic yellow-red, which are part of the company's strategic focus [2]. Group 2: Investment Projects - The phthalocyanine blue-green project is designed for functional upgrades and capacity expansion of existing phthalocyanine pigments, targeting the high-performance niche [2]. - The high-performance yellow-red project aims to replace certain chromium-based pigments and diversify the product range in the high-end pigment sector to meet customer demands [2].

Group 1 - The core point of the article is that as of January 30, 2026, the number of shareholders of United Chemical (301209) is reported to be 5,708, which includes both ordinary accounts and margin trading accounts [1]

Core Viewpoint - The PEEK material industry is experiencing significant changes, with companies like 百合花集团 making strategic investments to capitalize on growth opportunities in various sectors, despite challenges faced by other companies in the industry [1][2]. Group 1: Company Financials and Performance - 中研股份 expects a net profit of approximately 11.80 million yuan for 2025, representing a year-on-year decline of about 69.96%, with a non-net profit of around 4.79 million yuan, down 80.47% year-on-year [1]. - 百合花集团 reported a revenue of 1.125 billion yuan for the first half of 2025, a decrease of 7.83% year-on-year, and a net profit of 99.54 million yuan, down 0.67% year-on-year [2]. Group 2: Strategic Investments and Projects - 百合花集团 plans to invest no more than 100 million yuan to establish a project for producing 1,000 tons of PEEK materials annually, with the first phase involving an investment of up to 50 million yuan to achieve a capacity of 200 tons [1]. - The company has formed a technical team for the PEEK materials project, aiming to seize growth opportunities in aerospace, electronics, automotive, energy, medical, and industrial sectors [2]. Group 3: Product Development and Market Position - 百合花集团 has made technological breakthroughs in high-performance pigments for liquid crystal panels, achieving ton-level sales and serving major clients like 京东方 and TCL华星 [3]. - The company is also expanding into sodium-ion battery materials, having acquired 湖南钠科新材料, with products showing energy density of 140 Wh/kg and a cost reduction of 30% compared to lithium batteries [6]. Group 4: Industry Trends and Competitive Landscape - The global pigment market is undergoing significant changes, with opportunities arising from the bankruptcy of major players like 辉柏赫, prompting companies to seek international markets and high-end products [6]. - Other companies in the pigment industry, such as 苏州世名科技 and 联合化学, are also diversifying into related fields like semiconductor materials and high-performance organic pigments [4][6].

Core Viewpoint - The article discusses the recent financial performance of Zhongyan Co., a leading player in the PEEK materials sector, highlighting a significant decline in net profit projections for 2025, attributed to increased R&D investments and the lack of scale in new business ventures [2]. Group 1: Financial Performance - Zhongyan Co. expects a net profit of approximately 11.8 million yuan for 2025, representing a year-on-year decline of about 69.96% [2]. - The company's net profit after deducting non-recurring items is projected to be around 4.79 million yuan, down 80.47% year-on-year [2]. - Despite the overall decline in net profit, the parent company's revenue and net profit have shown growth compared to the previous year [2]. Group 2: Industry Developments - The PEEK materials sector is experiencing significant activity, with major players engaging in acquisitions and expansions, indicating a dynamic market environment [2]. - Baihehua Group announced plans to invest up to 100 million yuan in a project to produce 1,000 tons of PEEK materials annually, with the first phase expected to have a capacity of 200 tons [3]. - The project is strategically located in Hangzhou and aims to capitalize on the growing demand for PEEK materials in various industries, including aerospace, electronics, automotive, energy, and healthcare [4]. Group 3: Company Background and Market Position - Baihehua Group, established in 1989 and listed in 2016, has subsidiaries involved in pigment production and has recently expanded into new materials [5]. - The company holds a significant share of the global organic pigment market, with over 40,000 tons of production capacity, accounting for approximately 10% of global consumption [7]. - Baihehua Group is diversifying its product offerings, including high-performance organic pigments and sodium-ion battery materials, to create a new growth trajectory [8][11]. Group 4: Competitive Landscape - The global pigment market is undergoing changes, with opportunities arising from the bankruptcy of major players like Heubach, prompting Chinese companies to seek international expansion and high-end product development [12]. - Competitors in the pigment industry, such as Suzhou Shiming Technology, are also investing in similar technologies, indicating a trend of cross-industry collaboration and competition [9]. - The market for sodium-ion battery materials is expanding, with Baihehua Group's recent acquisition of Hunan Sodium New Materials positioning it well in this emerging sector [11].

Core Viewpoint - As of January 30, 2026, the number of shareholders for United Chemical (301209) is reported to be 5,708, including both ordinary accounts and margin trading accounts [1] Group 1 - The company has provided an update on its shareholder count in response to investor inquiries [1] - The total number of shareholders includes both combined ordinary accounts and margin trading credit accounts [1] - This information may indicate the company's engagement with its investor base and transparency in communication [1]

Core Viewpoint - The water-based ink industry is facing challenges in China, with a projected market size of 320 million yuan by 2025, showing a slight increase of 1.9% year-on-year, while the industry has been experiencing a downward trend since 2020 due to weak market demand [1][9]. Industry Overview - Water-based ink is an intermediate product formed during the pigment preparation process, simplifying production processes for ink customers and reducing pollutant emissions [3][9]. - The production process of water-based ink involves physical changes without chemical reactions, making it distinct from traditional pigments [4][5]. Industry Chain - The upstream of the water-based ink industry includes raw materials such as pigments, binders, and additives, while the midstream involves the production of water-based ink, and the downstream is the ink industry, which serves various packaging and printing markets [5][6]. Market Size and Trends - The Chinese water-based ink market has been declining since 2020, with a projected market size of 320 million yuan by 2025, reflecting a slight year-on-year increase of 1.9% [1][10]. - The overall ink market in China is expected to reach 18.374 billion yuan by 2024, with a year-on-year growth of 6.7%, driven by the demand for environmentally friendly inks in various sectors [8][9]. Competitive Landscape - The water-based ink industry in China consists of organic pigment companies and ink companies, with key players including Longkou United Chemical Co., Ltd. and Hanghua Ink Co., Ltd. [10][11]. - Longkou United Chemical Co., Ltd. has a production capacity of 3,000 tons of water-based ink and has been facing a decline in revenue, with a reported income of 7.4126 million yuan in the first half of 2025, down 6.55% year-on-year [11]. - Hanghua Ink Co., Ltd. reported a revenue of 907 million yuan in the first three quarters of 2025, a decrease of 1.62% year-on-year, with a net profit decline of 25% [11][12]. Future Development Trends - The demand for water-based ink is expected to increase due to the steady development of downstream industries, which require high-performance ink products with low impurity content [11]. - The industry is likely to see increased concentration, with leading companies expanding market share through mergers and acquisitions, while smaller firms focus on niche markets [11]. - Domestic companies are expected to accelerate international expansion and enhance competitiveness by adopting advanced technologies and management practices [11].

证券代码：301209 证券简称：联合化学 公告编号：2026-004 龙口联合化学股份有限公司 2026 年第一次临时股东会决议公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没 有虚假记载、误导性陈述或者重大遗漏。 重要提示： （二） 股东会的召集人：公司董事会。 （三） 股东会现场会议主持人：公司董事长李秀梅女士。 （四） 会议召开时间： 1、现场会议时间：2026年1月26日（星期一）下午14:30。 2、网络投票起止时间：通过深圳证券交易所交易系统进行网络投票的具体 时间：2026年1月26日上午9:15-9:25、9:30-11:30，下午13:00-15:00；通过深 圳证券交易所互联网投票系统投票的具体时间为：2026年1月26日9:15至15:00 期间的任意时间。 1、本次股东会未出现否决议案的情况； 2、本次股东会不涉及变更以往股东会已通过的决议； 3、本次股东会以现场投票与网络投票相结合的方式召开； 4、为尊重中小投资者利益，提高中小投资者对公司股东会决议事项的参与 度，本次股东会对中小投资者进行单独计票，中小投资者是指除上市公司董事、 高级管理人员以及单独或者合计持有公 ...