每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 （记者 王晓波） 每经AI快讯，宝莫股份1月28日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润为2591万 元~3883万元，比上年同期下降31.14%~54.06%。基本每股收益0.0423元~0.0634元。报告期内，公司扣 除非经常性损益后的净利润变动，主要是公司化学品业务销量较上年同期增加，主营业务收入较上年同 期增长；同时，公司全资子公司成都宝莫矿业有限公司于本报告期内收回在上年同期已确认的应收股权 转让款。 ...

Core Viewpoint - Qichang Tengda has a production capacity of 300,000 tons per year for epoxy propane and has established a supporting high-concentration hydrogen peroxide facility with a capacity of 205,000 tons [2] Group 1 - The company has a stable supply of raw materials for epoxy propane production, supported by a propane dehydrogenation unit with a capacity of 700,000 tons per year [2] - The epoxy propane facility is currently operating at full capacity, ensuring a continuous and stable supply to downstream customers [2] - The company maintains a high production and sales rate, indicating strong operational performance [2] Group 2 - The company aims to seize market opportunities by continuously optimizing processes and strengthening cost control [2] - There is a focus on further enhancing operational efficiency to consolidate competitive advantages in the industry [2]

Core Viewpoint - Jiangtian Chemical announced an expected net profit for 2025 ranging from 15.9 million to 20.6 million yuan, representing a year-on-year decline of 51.57% to 62.62% [1] Financial Performance - The profit forecast is based on preliminary calculations by the company's finance department and has not yet been audited by an accounting firm [1] - The company has communicated with the auditing accounting firm regarding the performance forecast, and there are no discrepancies between the company and the auditors concerning this report period's profit forecast [1]

Core Viewpoint - The company, Shuanghuan Technology, is forecasting a significant net loss for the year 2025, primarily due to a substantial decline in the sales prices of its main products, soda ash and ammonium chloride [1] Financial Performance - The expected net loss attributable to shareholders for 2025 is projected to be between 70 million and 100 million yuan [1] - The expected net loss attributable to shareholders after deducting non-recurring gains and losses is projected to be between 120 million and 150 million yuan [1] Market Conditions - The decline in profit during the reporting period is attributed to a significant decrease in the sales prices of key products compared to the same period last year [1]

格隆汇1月28日丨宝莫股份(002476.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润2591万元-3883万元，比上年同期下降31.14%-54.06%；扣除非经常性损益后的净利润2185万 元-3275万元，比上年同期增长422.23%-682.74%。 报告期内，公司扣除非经常性损益后的净利润变动，主要是公司化学品业务销量较上年同期增加，主营 业务收入较上年同期增长；同时，公司全资子公司成都宝莫矿业有限公司于本报告期内收回在上年同期 已确认的应收股权转让款。 ...

Core Viewpoint - The company Tianqi Materials (002709.SZ) has outlined its future production capacity plans for lithium hexafluorophosphate (LiPF6) and lithium bis(fluorosulfonyl)imide (LiFSI), indicating significant growth in production capabilities by 2028 [2] Production Capacity Summary - Current annual production capacity for LiPF6 is approximately 110,000 tons, while LiFSI's capacity is around 30,000 tons [2] - By 2026, the company plans to add about 40,000 tons of annual capacity for LiPF6, with an additional 60,000 tons planned for completion in 2027 and 2028 [2] - By the end of 2028, the annual production capacity for LiPF6 is expected to exceed 270,000 tons [2] - For LiFSI, the company will add approximately 60,000 tons of annual capacity by 2026, reaching around 90,000 tons by 2027 [2] - The company's capacity planning will be adjusted based on market share targets, market demand, and changes in supply dynamics [2]

Group 1 - The China Securities Regulatory Commission issued a notice regarding the conversion of unlisted shares of New Qian'an Group Co., Ltd. into listed shares for trading on the Hong Kong Stock Exchange [1] - Two shareholders of New Qian'an plan to convert a total of 41,082,340 shares from unlisted to listed status within 12 months of the notice issuance [1] - If the conversion is not completed within the specified timeframe, the shareholders must update their filing materials to continue the process [1] Group 2 - New Qian'an is a manufacturer of food-grade glycine and sucralose, primarily engaged in the production and sales of food-grade glycine, industrial-grade glycine, and sucralose [3] - During the reporting period, sucralose sales accounted for approximately 49.6%, 51.1%, and 41.8% of the company's total revenue, while food-grade glycine sales represented about 40.6%, 40.1%, and 42.0% [3] - Industrial-grade glycine sales contributed approximately 7.6%, 6.1%, and 11.7% to the total revenue during the same periods [3] Group 3 - The shareholders applying for the full circulation of shares include Wang Xiaoqiang with 5,923,286 shares and Shenzhen New Qian'an Industrial Development Co., Ltd. with 35,159,054 shares, totaling 41,082,340 shares [4]

Group 1 - The core viewpoint of the article highlights the strong performance of chemical stocks in the A-share market, particularly Wanhu Chemical, which saw its stock price rise over 6% to reach 89.98 yuan, marking a new high since October 2024 [1] - As of January 26, 2026, the China Chemical Price Index increased to 4084, reflecting a month-on-month rise of 4.2%, indicating a positive trend in the chemical industry [1] - The year-on-year decline in the Producer Price Index (PPI) for the chemical raw materials and chemical products manufacturing industry, as well as the chemical fiber manufacturing industry, has narrowed, suggesting that price pressures in the industry are continuing to ease [1]

知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国乙烯产量为356万吨，同比增长3%；2025年中国乙烯累计产 量为4150.8万吨，累计增长6.4%。 2020-2025年中国乙烯产量统计图 数据来源：国家统计局，智研咨询整理 上市企业：中国石油（601857）,中国石化（600028）,万华化学（600309）,荣盛石化（002493）,盐湖股 份（000792）,宝丰能源（600989）,东方盛虹（000301）,巨化股份（600160）,君正集团（601216）,上 海石化（600688） 相关报告：智研咨询发布的《2026-2032年中国乙烯行业市场全景调研及未来趋势研判报告》 ...

Group 1 - Wanhua Chemical's stock increased by 5.06% to 88.99 CNY per share, with a trading volume of 3.239 billion CNY and a turnover rate of 1.18%, resulting in a total market capitalization of 278.581 billion CNY [1] - Wanhua Chemical, established on December 16, 1998, and listed on January 5, 2001, is located in Yantai, Shandong Province, and specializes in the development, production, and application of various isocyanate products and their derivatives, as well as polyurethane systems and additives [1] - The company's revenue composition includes: polyurethane series 40.58%, petrochemical series 38.43%, fine chemicals and new materials series 17.19%, and others 12.46% [1] Group 2 - Huafu Fund holds Wanhua Chemical as its top position in the Huafu Growth Enterprise Selected Stock A (009398), with 161,200 shares, accounting for 8.02% of the fund's net value, resulting in a floating profit of approximately 691,500 CNY [2] - The Huafu Growth Enterprise Selected Stock A (009398) was established on June 18, 2020, with a current scale of 154 million CNY, and has achieved a year-to-date return of 10.86% [2] - The fund manager Chen Qiming has a tenure of 11 years and 128 days, with a total asset scale of 1.467 billion CNY, achieving a best return of 370.25% during his tenure [2]