Core Viewpoint - Shengao Chemical has successfully developed a domestically produced Methyl Isopropyl Ketone (MIAK), addressing the supply chain gap in China's chemical new materials industry while ensuring stable supply of key raw materials for high-end rubber antioxidants [1][2] Group 1: Product Development and Innovation - Shengao Chemical's MIAK is a fine chemical intermediate widely used in high-end rubber antioxidants, surfactants, eco-friendly paints, digital printing inks, electronic chemicals, and process solvents, with global market demand increasing annually [1] - The company has overcome four major technical challenges in synthesizing MIAK, including the development of new catalysts, optimization of reaction processes, enhancement of process technology, and separation and purification of complex components [1] Group 2: Future Plans and Market Strategy - Shengao Chemical plans to focus on three areas for future innovation: deepening research on specialty ketone products, launching Methyl n-Pentyl Ketone (MAK) by 2026, and developing green antioxidants from biomass [2] - The company aims to enhance MIAK production facilities based on customer needs, expand downstream application markets, and ensure stable supply of high-quality, green, and cost-effective MIAK and related products [2] - A promotional agreement for MIAK products for 2025 was signed between Shengao Chemical's marketing center and customer representatives during the product launch event [2]

金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模13.5亿。今年以来收益 29.37%，同类排名3110/8172；近一年收益58.85%，同类排名2470/7995；成立以来收益504.19%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间8年284天，现任基金资产总规模13.5亿元，任职期间最佳基金回报 508.48%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月23日，科隆股份跌5.08%，截至发稿，报5.60元/股，成交2423.04万元，换手率1.94%，总市值15.92 亿元。科隆股份股价已经连续3天下跌，区间累计跌幅6.65%。 资料显示，辽宁科隆精细化工股份有限公司位于辽宁省辽阳市宏伟区万和七路36号，成立日期2002年3 月21日，上市日期2014年10月30日，公司主营业务涉及经营(无储存)环氧乙烷、1,2环氧丙烷、1,6-己二 ...

Core Viewpoint - The company, Shandong Boyuan Pharmaceutical Chemical Co., Ltd., is engaged in the research, production, and sales of fine chemicals, with a focus on iodine compounds and precious metal catalysts, showing a mixed financial performance in recent periods [2]. Group 1: Company Overview - Shandong Boyuan Pharmaceutical Chemical Co., Ltd. was established on August 6, 2008, and is located in Shouguang City, Shandong Province [2]. - The company specializes in fine chemical products, including organic and inorganic iodides, precious metal catalysts, luminescent materials, and hexamethyldisilazane [2]. - The revenue composition of the company includes iodides (74.56%), specialty functional chemicals (12.79%), trading business (9.94%), and others (2.72%) [2]. Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 747 million yuan, representing a year-on-year growth of 7.39% [2]. - The net profit attributable to the parent company was 99.04 million yuan, which reflects a year-on-year decrease of 19.09% [2]. - As of September 19, the number of shareholders increased to 10,300, with an average of 3,233 circulating shares per person, a decrease of 1.00% from the previous period [2]. Group 3: Market Activity - On September 22, the company's stock rose by 1.41%, with a trading volume of 284 million yuan [1]. - The financing buy-in amount for the company on the same day was 23.83 million yuan, while the financing repayment was 36.46 million yuan, resulting in a net financing buy-in of -12.63 million yuan [1]. - The total margin trading balance for the company as of September 22 was 113 million yuan, accounting for 4.39% of the circulating market value [1].

Core Viewpoint - The A-share market experienced significant activity on September 22, with a total of 73 stocks hitting the daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - Hangzhou Dianzi shares (杭电股份) achieved a five-day consecutive limit up, driven by the optical communication sector [1]. - Demingli (德明利), a storage chip concept stock, recorded a two-day consecutive limit up, reflecting positive sentiment in the semiconductor industry [1]. Group 2: Notable Stocks and Concepts - ST Zhengping (*ST正平) led with seven consecutive limit ups in the road and bridge engineering sector [1]. - Yunnan Tourism (云南旅游) and Huashu Technology (华软科技) both saw four and two consecutive limit ups respectively, indicating growing interest in humanoid robots and fine chemicals [1]. - Other notable stocks include Red Bean Shares (红豆股份) with three consecutive limit ups in new retail, and Fulongma (福龙马) also with three in the robotics sector [1].

Core Viewpoint - The transformation and upgrading of the chemical industry in China necessitates the intelligent management and green high-quality development of chemical parks, with the Lanzhou New Area Chemical Park recognized as a typical case for the "14th Five-Year Plan" [1][21]. Group 1: Development Background - Lanzhou New Area Chemical Park was established in June 2018, covering a planned area of 40 square kilometers, aiming to become a new highland for the chemical industry in Northwest China [3]. - The park has proactively recognized the importance of intelligent and green development, positioning itself among the less than 10% of national parks that are pilot demonstration sites for these initiatives [3][6]. Group 2: Core Industry Positioning - The core industry focus of the Lanzhou New Area Chemical Park includes high-value-added sectors such as fine chemicals, new materials, and pharmaceutical intermediates, leveraging local advantages like abundant resources and low industrial electricity costs [5][6]. Group 3: Smart and Green Development Strategies - The park has adopted a "green, circular, and high-end" development strategy, aiming for a "domestically first-class, internationally leading" chemical park [6][7]. - Significant investments have been made in smart construction, with over 76 million yuan allocated to enhance information infrastructure and monitoring systems by September 2025 [8][10]. Group 4: Environmental Management and Sustainability - The park has implemented strict project selection criteria to control pollution at the source, ensuring that only projects meeting high environmental standards are approved [14][15]. - A comprehensive wastewater treatment system has been established, with a focus on achieving a 94% utilization rate for general industrial solid waste and 100% safe disposal of hazardous waste [15][16]. Group 5: Future Development Goals - The park aims to achieve an investment scale exceeding 100 billion yuan and an output value surpassing 100 billion yuan, focusing on developing high-end pharmaceuticals, efficient pesticides, and specialized chemical products [21]. - The recently issued "Action Plan for High-Quality Development of the Green Chemical Industry in Lanzhou New Area (2025-2027)" outlines specific goals and a roadmap for continued progress in smart and green initiatives [18].

Group 1 - Brother Technology's wholly-owned subsidiary, Zhejiang Brother Pharmaceutical Co., Ltd., has received the drug registration certificate for "Iohexol Injection" from the National Medical Products Administration [1] - As of January to June 2025, Brother Technology's revenue composition is 97.09% from fine chemicals and 2.91% from other segments [1] - The current market capitalization of Brother Technology is 7.8 billion yuan [1]

Group 1 - The core viewpoint of the announcement is the resolution of the second extraordinary general meeting of shareholders held by Jiangsu Suli Fine Chemical Co., Ltd. on September 19, 2025, with no resolutions being rejected [1][2] - The meeting was convened in accordance with the Company Law and the company's articles of association, with the chairman, Ms. Wang Jingli, presiding over the meeting [2][3] - All current directors (9), supervisors (3), and the board secretary attended the meeting, along with some senior management personnel [3] Group 2 - The meeting reviewed and approved several proposals, including the cancellation of the supervisory board, changes to registered capital, and amendments to the company's articles of association and its attachments [4][5] - Other approved proposals included revisions to various governance systems, such as the accounting firm selection system, fundraising management system, independent director system, external guarantee management system, external investment management system, and related party transaction management system [5] - The meeting was witnessed by lawyers from Guohao Law Firm (Shanghai), confirming that the convening and proceedings of the meeting complied with relevant laws and regulations [6]

编号：2025 -002 投资者关系活动记录表 证券代码：002054 证券简称：德美化工 广东德美精细化工集团股份有限公司 | 投资者关系活动类别 | ☐ 特定对象调研 分析师会议 | ☐ | | --- | --- | --- | | | ☐ 媒体采访 业绩说明会 | ☐ | | | 新闻发布会 路演活动 ☐ | ☐ | | | 现场参观 ☐ | | | | 其他（2025年广东辖区投资者集体接待日暨辖区上市公司中 | | | | 报业绩说明会） | | | 参与单位名称及人员姓 | 投资者网上提问 | | | 名 | | | | 时间 | 2025年9月19日 (周五) 14:00-17:00 | 下午 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 采用网络远程的方式召开业绩说明会 | | | | 董事长：黄冠雄 | | | 上市公司接待人员姓名 | 副总经理、董秘：朱闽翀 | | | | 财务总监：徐伟 | | | | 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： | | | 投资者关系活动主要内 ...

Company Overview - New Source (SZ 300109) announced on September 19 that its 17th meeting of the fifth board of directors was held, discussing the proposal for increasing capital in Huadao (Shanghai) Biomedical Co., Ltd [1] - As of the report, New Source has a market capitalization of 9.4 billion yuan [1] Financial Performance - For the first half of 2025, New Source's revenue composition was as follows: Fine Chemicals accounted for 89.56%, while Medical Services made up 10.44% [1]

Group 1 - The company, Puyang Huicheng (300481.SZ), confirmed that it does not have a light engine project [1] - The main business activities of the company include the research, development, production, and sales of anhydride derivatives and functional material intermediates [1] - The company's products are widely used in various fields such as electronic component packaging materials, electrical equipment insulation materials, wind power, composite materials, and coatings [1] Group 2 - Functional material intermediates produced by the company are primarily used in organic optoelectronic materials [1]