证券代码：002753 证券简称：永东股份 山西永东化工股份有限公司投资者关系活动记录表 编号：2025-004 | 投资者关系活动 | √特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （电话会议） | | 参与单位名称及 | 东吴证券陈伯铭先生 | | 人员姓名 | | | 时间 | 2025 年 6 月 26 日 10:30-12:00 | | 地点 | 公司二楼会议室 | | 上市公司接待人 | 董事会秘书张巍女士、财务总监陈梦喜先生、销售二部宁忍娟 | | 员姓名 | 女士、证券部陈翔先生。 | | | 在本次调研活动中，主要沟通内容简述如下： | | | 1、公司目前整体产能及产能规划？ | | | 公司主要产品炭黑目前产能为 41 万吨/年、煤焦油深加工 | | | 能力 60 万吨/年、改质沥青 20 万吨/年、1.5 万吨/年粗酚精制 | | | 产品等。 | | 投资者关系活动 | 公司制定了业务拓展战略，主要内容有以下三点： | | | （1）煤化深加工产 ...

Company Overview - Anhui Linping Circular Development Co., Ltd. (Linping Development) has submitted its IPO application to the Shanghai Stock Exchange, aiming to raise 1.2 billion RMB [1] - The company specializes in the research, production, and sales of corrugated paper and boxboard products, positioning itself as a resource comprehensive utilization enterprise integrating waste paper recycling, cogeneration, and green papermaking [1] Market Position - Linping Development holds a production capacity of 1.2 million tons, ranking among the top 30 paper production companies in China, with an expected raw paper output of 1.0197 million tons in 2024 [1][2] - The company accounts for 35.65% of Anhui province's paper and board production and 0.75% of the national output, establishing itself as a major player in the local market [2] Competitive Landscape - The paper industry in China is characterized by a large number of enterprises, low market concentration, and intense competition, with only 30 companies producing over 1 million tons annually out of approximately 2,600 paper and board manufacturers [1][2] Financial Performance - Linping Development reported revenues of approximately 2.879 billion RMB, 2.8 billion RMB, and 2.485 billion RMB for the years 2022, 2023, and 2024, respectively [3][5] - The net profits for the same years were approximately 154 million RMB, 212 million RMB, and 153 million RMB [3][5] - As of December 31, 2024, the total assets of the company were approximately 2.1409 billion RMB, with a debt-to-asset ratio of 37.70% [4] Future Growth Plans - The company plans to utilize the net proceeds from the IPO for projects related to its main business, including a new green intelligent manufacturing project with a total investment of 1.205 billion RMB [3]

中泰化学（002092）公告，控股子公司中泰新材料投资建设的资源化综合利用制甲醇升级示范项目于 2025年4月顺利完成中交，5月试生产成功，并产出合格甲醇产品。近期项目逐步提产，生产全流程正式 贯通，目前已全面投产。中泰新材料余热发电装置一次性并网发电成功，通过回收甲醇生产过程中的高 温余热，驱动汽轮机组发电，实现能源的梯级利用，降低了用电成本。甲醇项目全面投产后，生产成本 将进一步降低，有利于公司形成规模优势、产业链优势和成本优势，提升市场竞争力。 ...

Core Viewpoint - The article discusses the efforts of Hebei Province's disciplinary inspection and supervision agencies to promote the comprehensive utilization of saline-alkali land, enhance agricultural productivity, and increase farmers' income through targeted policies and supervision measures [2][3]. Group 1: Agricultural Development and Support - Farmers in Huanghua City have received subsidies for grain planting, which have alleviated their economic burdens and led to increased product variety and sales [2]. - The cooperative has developed 80 products across 11 series, including flour, steamed buns, noodles, and other items, contributing to higher farmer incomes [2]. Group 2: Supervision and Policy Implementation - The Hebei Provincial Discipline Inspection Commission has established a research group to investigate the development of saline-alkali agriculture, providing a basis for targeted supervision [3]. - The commission has outlined six key areas for supervision, including responsibility implementation, breeding, land treatment, comprehensive utilization, specialty agriculture, and resource assurance [3]. Group 3: Local Government Engagement - Local governments are being urged to prioritize the comprehensive utilization of saline-alkali land as a major initiative, with specific oversight from the discipline inspection agencies [3][5]. - The Tangshan Discipline Inspection Commission has issued supervision prompts and established direct reporting points to ensure local governments assess and utilize saline-alkali land resources effectively [3]. Group 4: Challenges and Recommendations - The article highlights challenges such as low yield and pricing issues in saline-alkali crop production, prompting recommendations for the development of salt-tolerant crop varieties and soil improvement techniques [6]. - The Cangzhou Discipline Inspection Commission has issued recommendations to enhance the conversion rate of scientific research achievements into practical applications, aiming to stimulate agricultural innovation [6].

Group 1 - The article highlights the successful cultivation of sea worm grass in saline-alkali land in Hainan, showcasing a green transformation in the local agricultural sector [3][4]. - Sea worm grass is a high-value, salt-tolerant plant that can be consumed fresh or processed, with its oil being a nutritious edible health oil [3][4]. - The cultivation process utilizes seawater for irrigation, which helps purify aquaculture wastewater and addresses nutrient pollution issues [3]. Group 2 - Hainan Haiyu Biotechnology Co., Ltd. has established a breeding base for sea worm grass, covering an area of 170 acres, which includes various specialized facilities [4]. - The estimated yield from planting sea worm grass is about 40 kilograms of seeds per acre, potentially generating over 100,000 yuan in seed income based on current international market prices [5]. - The company plans to develop a range of products using sea worm grass extracts, including health supplements and functional foods, while promoting rural revitalization and sustainable agricultural practices [5].

联合资信评估股份有限公司 评级总监： 二〇二五年六月十八日 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响，本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 青岛惠城环保科技集团股份有限公司 二、本报告系联合资信接受青岛惠城环保科技集团股份有限公司（以下 简称"该公司"）委托所出具，除因本次评级事项联合资信与该公司构成评 级委托关系外，联合资信、评级人员与该公司不存在任何影响评级行为独立、 客观、公正的关联关系。 向不特定对象发行可转换公司债券 www.lhratings.com 联合〔2025〕4660 号 联合资信评估股份有限公司通过对青岛惠城环保科技集团股份 有限公司主体及其相关债券的信用状况进行跟踪分析和评估，确定 维持青岛惠城环保科技集团股份有限公司主体长期信用等级为 A+， "惠城转债"信用 ...

业绩方面，2022年至2024年，华达通的营业收入分别为2.77亿元、2.92亿元及3.66亿元；净利润分别为6168.47万元、6241.24 万元及6740.66万元。2024年，公司营收净利双增。 截至本招股说明书签署日，华达通控股股东、实际控制人为陈焕忠、徐鸣、徐义雄、陈培源和陈培滋，合计持有公司 82.10%的股份。其中，徐鸣持有公司24.04%的股份，其子徐义雄持有公司20.47%的股份；陈焕忠持有公司24.37%的股份， 其子女陈培源与陈培滋分别持有公司7.37%与5.85%的股份。 报告期内，陈焕忠、徐鸣、徐义雄、陈培源和陈培滋一直参与公司的经营活动，直接持有公司股权，并在所有重大问题上保 持一致，且已签署《一致行动协议》，因此将其认定为华达通的实际控制人。 瑞财经 王敏 6月17日，据北交所官网，惠州市华达通气体制造股份有限公司（以下简称"华达通"）北交所IPO获受理，保荐 机构为广发证券，保荐代表人为边洪滨、何焕明，会计师事务所为政旦志远（深圳）。 值得注意的是，华达通曾在2021年申报创业板IPO并获深交所受理，保荐机构为海通证券；后于2022年2月，华达通创业板 IPO终止。 招股书显 ...

在清丰县马村乡大岳村草帽加工厂，小麦秸秆被加工制作成草帽、草辫包等特色工艺品。纪全举 摄 扶沟县小麦秸秆离田场景。黄金峰 摄 农作物秸秆被称为"另一半农业"。 作为全国重要的农业大省、粮食大省，河南常年产生农作物秸秆资源总量在1亿吨左右，居全国第二位。 眼下，河南麦收已结束。粮食颗粒归仓后，秸秆这个"另一半农业"也将开启全新旅程。它们将去往何处？秸 秆究竟是粮食生产的废弃物，还是放错地方的资源？踩在"三夏"的田埂上，答案逐渐清晰。 过去倒逼出来的产业，从"不让烧"到"不必烧""不想烧" 为啥不想烧？答案很统一，因为现在的秸秆"很值钱"、处置"很方便"。 曾几何时，秸秆的归宿是"一烧了之"。 彼时，我国农业机械化程度较低，小麦收割后麦茬很高，秸秆收集和处理相对不易。对于小农户而言，焚烧 秸秆不需要额外的劳动力和成本，是一种简单快捷的处理方式。 "站在农业生产角度，短期内，秸秆焚烧后的草木灰可以作为天然肥料，增加土壤肥力，但长期焚烧又会导致 土壤结构破坏，地力下降，最终影响农作物生长。"省农科院农业专家表示。 从生态环境来看，秸秆焚烧更是有百害而无一利。"河南地形三面环山，大气污染扩散条件极差，秸秆焚烧产 生的大 ...

Core Viewpoint - Henan Province is focusing on the comprehensive utilization of straw resources, aiming to enhance agricultural sustainability and reduce carbon emissions through innovative practices and collaborative efforts among various sectors [1][2][3] Group 1: Straw Resource Utilization - Henan Province generates approximately 100 million tons of straw annually, ranking second in the country [1] - In 2024, the province's straw collection potential is estimated at 78.96 million tons, with wheat, corn, peanuts, and rice straw accounting for 96.48% of the total [1] - The total straw utilization in the province is projected to be 74.51 million tons, maintaining a comprehensive utilization rate above 93%, with fertilizer and feed utilization accounting for 74.4% and 21.3% respectively [1] Group 2: Development Strategies - The province is implementing a "one area, one belt, one network, one alliance, one road" strategy to enhance straw utilization [2][3] - "One area" refers to the establishment of high-standard farmland demonstration zones that integrate various agricultural practices and technologies [2] - "One belt" focuses on developing a straw-to-feed industry belt in key livestock regions, enhancing the straw feed storage system and supporting technology upgrades [2] - "One network" aims to create a standardized straw collection and storage network across the province, ensuring comprehensive coverage [2] - "One alliance" involves forming a straw utilization industry alliance to facilitate collaboration and information sharing among government, enterprises, and other stakeholders [2] - "One road" emphasizes the development of high-value straw utilization pathways, including edible fungi substrates and eco-friendly materials [3]

党的二十大报告提出，坚持面向世界科技前沿、面向经济主战场、面向国家重大需求、面向人民生命健 康，加快实现高水平科技自立自强。作为衡量国家综合实力的重要标志，核能科技的创新能力是我国从 核能大国迈向核能强国的核心引擎。 "618"临近，各种新奇实用的消暑产品成为网络购物车里的"准订单"。仔细对比会发现，往年的手持小 风扇，今年装到了防晒帽檐上；防晒服加长领口一拉，直接省下单买口罩的钱；凉茶、酸梅汤不卖成 品，改成了卖配方……可以说，消费需求的多元化、个性化正在"倒逼"厂家和经销商在产品改进、精准 服务上推陈出新。 需求和市场在哪里，产品、服务和创新紧随其后的逻辑，同样适用于能源产品，核能产品正是其中的典 型案例。从稳定发电到高质量供热、供汽，再到制氢、海水淡化、生产同位素，近年来，核能综合利用 的边界不断拓宽，贴近经济社会发展实际需求的功能不断延展，一个个概念变成看得见、摸得着的成 果，惠及产业、造福百姓。 回想2017年冬天，在北京房山的中国原子能科学研究院，当笔者亲手触摸到低温供热堆加热的暖气片 时，不禁感叹"核能不止会发电！"彼时，核能供热的新闻引发巨大关注，而这"破圈"的一小步，也引来 外界质疑——核能 ...