（记者 曾健辉） 每经AI快讯，万华化学5月11日晚间发布公告称，万华化学集团股份有限公司于2025年4月12日召开第 九届董事会2025年第一次会议，审议通过了《关于以集中竞价交易方式回购公司部分股份的议案》。现 将公司2025年5月9日前十大无限售条件股东披露如下：烟台国丰投资控股集团有限公司持约6.78亿股， 占比21.59%；烟台中诚投资股份有限公司持约3.3亿股，占比10.52%；宁波市中凯信创业投资股份有限 公司持约3.02亿股，占比9.61%；Prime Partner International Limited持约1.73亿股，占比5.51%；香港中央 结算有限公司持约1.43亿股，占比4.55%；中国证券金融股份有限公司持约7335万股，占比2.34%；中国 工商银行－上证50交易型开放式指数证券投资基金持约3859万股，占比1.23%；中国工商银行股份有限 公司－华泰柏瑞沪深300交易型开放式指数证券投资基金持约3476万股，占比1.11%；中国建设银行股 份有限公司－易方达沪深300交易型开放式指数发起式证券投资基金持约2444万股，占比0.78%；中央 汇金资产管理有限责任公司持约20 ...

Core Viewpoint - The article emphasizes the importance of enhancing the quality of listed companies in Shanghai, focusing on cultivating high-performing, innovative, and well-governed firms that are recognized in the market [1][2]. Group 1: Shanghai State-owned Enterprises Performance - As of the end of 2024, the total market value of 94 state-owned listed companies in Shanghai reached 2.78 trillion yuan, an increase of 617.74 billion yuan, or 28.52% from the beginning of the year [1]. - The Shanghai Municipal State-owned Assets Supervision and Administration Commission aims to complete high-quality reforms and enhance the market value performance of state-owned listed companies [2]. Group 2: Company Highlights Shanghai Port Group - In 2024, Shanghai Port Group achieved a container throughput of 51.506 million TEUs, a year-on-year increase of 4.8%, maintaining its position as the world's largest port for 15 consecutive years [3]. - The company's net profit attributable to shareholders reached 14.95 billion yuan, a growth of 13.3% year-on-year [3]. Huayi Group - Huayi Group reported a revenue of 44.6 billion yuan in 2024, a 9.3% increase year-on-year, with a net profit of 0.91 billion yuan, up 5.8% [5]. - The company applied for 151 patents, receiving 134 authorizations, and is focusing on strategic emerging sectors [5][6]. Shanghai Pharmaceuticals - Shanghai Pharmaceuticals achieved a revenue of 275.251 billion yuan, a 5.75% increase, and a net profit of 4.553 billion yuan, up 20.82% [6][7]. - The company is optimizing its R&D system and has established a new innovation center to enhance its open innovation ecosystem [7]. Pudong Development Bank - Pudong Development Bank reported a net profit of 45.3 billion yuan in 2024, a 23.31% increase, marking the highest growth in nearly 12 years [9]. - The bank is focusing on technology finance and has developed a comprehensive cross-border financial service system [10][11]. China Pacific Insurance - China Pacific Insurance reported a revenue of 404.089 billion yuan, a 24.7% increase, and a net profit of 44.96 billion yuan, up 64.9% [11][12]. - The company is enhancing its green insurance offerings and has provided coverage exceeding 147 trillion yuan in green insurance [13]. Data Harbor - Data Harbor achieved a revenue of approximately 1.721 billion yuan, an 11.57% increase, and a net profit of approximately 132 million yuan, up 7.49% [14][15]. - The company is focusing on IDC services and has been recognized as a top service provider in the industry [14].

2025年05月09日，华昌化工2024年度业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有董事 长胡波、独立董事汪激清、董事、董事会秘书卢龙、董事、财务负责人赵惠芬。 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问28 个，公司嘉宾共回答问题28个，答复率100.00%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：公司氢能经营多年，至今没有效益没有前景，为什么还要继续投入呢？【征集问题】 回答：您好，氢能源为未来产业，属政府部门鼓励、增育的产业方向之一，各地政府出台了不少相关产 业政策；本公司在控制风险的基础上进行产业培育。2024年年报披露：目前，已完成103辆交运装备示 范应用投放；其中，公交车辆38辆，重卡60辆，牵引车辆5辆。2025年度主要目标任务包括：一是稳步 推进氢燃料电池（电堆）产品，由示范应用阶段向商业推广应用阶段过渡；二是推进矾液流（储能）电 池（电堆）技术研发，向储能领域拓展，着力培育未来产业。在产业投入方面，本公司依据子公司--华 昌能源，初始投入注册资本3,000万元，公司持股70%；后续本公司进行了资 ...

长江证券承销保荐有限公司 关于湖北凯龙化工集团股份有限公司 定期现场检查报告 保荐人名称：长江证券承销保荐有限公司 被保荐公司简称：凯龙股份 保荐代表人姓名：仝金栓 联系电话：021-65779433 保荐代表人姓名：王婷婷 联系电话：021-65779433 现场检查人员姓名：仝金栓 现场检查对应期间：2024 年度 现场检查时间：2025 年 5 月 7 日 一、现场检查事项 现场检查意见 （一）公司治理 是 否 不适用 现场检查手段： ? 查阅公司章程及各项公司治理制度； ? 查阅公司的三会会议文件； ? 查看上市公司的主要生产、经营、管理场所； ? 核查上市公司"五独立"情况。 √ 及会议内容等要件是否齐备，会议资料是否保存完整 √ 业务规则履行职责 √ 程序和信息披露义务 √ 程序和信息披露义务 （二）内部控制 现场检查手段： ? 查阅公司《内部审计制度》 ； ? 查阅内部审计部门和审计委员会的人员构成情况； ? 查阅审计委员会会议文件； ? 查阅公司内部审计部门出具的相关报告； ? 查阅公司对外投资相关管理制度。 √ 计部门 √ 门提交的工作计划和报告等 √ 进度、质量及发现的重大问题等 √ 计工 ...

具体来看，今日上榜营业部中，第一大买入营业部为东方财富证券股份有限公司拉萨团结路第二证券营 业部，买入金额为1695.21万元，第一大卖出营业部为华泰证券股份有限公司天津东丽开发区二纬路证 券营业部，卖出金额为3965.75万元。 资金流向方面，今日该股主力资金净流出3848.33万元，其中，特大单净流出4328.03万元，大单资金净 流入479.70万元。近5日主力资金净流出3.54亿元。 渝三峡A5月9日交易公开信息 深交所公开信息显示，当日该股因日换手率达37.26%上榜，营业部席位合计净卖出9114.90万元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.56亿元，其中，买入成交额为8239.76 万元，卖出成交额为1.74亿元，合计净卖出9114.90万元。 融资融券数据显示，该股最新（5月8日）两融余额为1.04亿元，其中，融资余额为1.04亿元，融券余额 为5.43万元。近5日融资余额合计减少1593.84万元，降幅为13.24%，融券余额合计增加1.56万元，增幅 40.38%。（数据宝） | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（ ...

Core Points - The company is holding its 2024 Annual General Meeting (AGM) to discuss various proposals and reports, including financial performance and future plans [1][2][3] Meeting Procedures - The AGM will have a secretariat responsible for procedural matters, and attendees must register to ensure their participation [1][2] - Voting will be conducted through a combination of on-site and online methods, with specific time slots for each [2] Meeting Agenda - The agenda includes the review of the 2024 Board of Directors' work report, the 2024 Supervisory Board's work report, the annual report, financial statements, profit distribution proposal, and the appointment of the accounting firm for 2025 [3][4] Financial Performance - In 2024, the company achieved a revenue of 2,403.38 million yuan, a 5.23% increase from the previous year, and a net profit attributable to shareholders of 176.06 million yuan, up 46.45% year-on-year [4][5][22] - The net profit after deducting non-recurring gains and losses was 158.30 million yuan, reflecting a 58.76% increase compared to the previous year [4][22] Future Plans - The company plans to optimize resource allocation based on market demand and development strategy, focusing on enhancing internal control and governance structures in 2025 [16][25] - The profit distribution plan for 2024 proposes a cash dividend of 1.50 yuan per 10 shares, subject to adjustments based on future changes in total share capital [25]

证券代码：002274 证券简称：华昌化工 江苏华昌化工股份有限公司投资者关系活动记录表 编号：20250509 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 ■业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 参加公司 2024 年年度报告网上说明会的投资者 | | 及人员姓名 | | | 时间 | 2025 年 5 月 9 日 15:00-16:30 | | 地点 | 全景网 | | 上市公司接待 | 公司董事长胡波先生、独立董事汪激清先生、董事会秘书卢 | | | 龙先生、财务总监赵惠芬女士。 | | 人员姓名 | | | | 1、请问公司 30 万吨多元醇项目是否已正式投产？目前 | | | 产能能达到设计要求吗？ | | | 答：公司 2024 年年度报告披露："该项目正在建设中； | | | 预计 2025 年三季度达到预定可使用状态。"从目前情况看， | | | 项目建设平稳有序，应该能够达到预期要求及标准。谢谢！ | | | 2、公 ...

Core Viewpoint - The company is preparing for its 2024 financial settlement report and 2025 budget proposal, focusing on maintaining investor rights and ensuring compliance with relevant regulations [1][2][3]. Group 1: Financial Performance - In 2024, the company reported a net profit attributable to shareholders of 226.91 million yuan, a decrease of 10.18% compared to the previous year [10][19]. - The total revenue for 2024 was 2.965 billion yuan, reflecting a growth of 14.22% from 2023 [19]. - The company's total assets increased by 9.51% to 434.83 billion yuan, while total liabilities rose by 11.86% to 175.47 billion yuan [19]. Group 2: Governance and Compliance - The board of directors consists of 9 members, including 3 independent directors, who have diligently fulfilled their responsibilities to protect shareholder interests [4][9]. - The supervisory board held 5 meetings in 2024, ensuring compliance with laws and regulations while overseeing the board's performance [11][12]. - Independent directors actively participated in governance, ensuring the decision-making process remains independent and objective [9]. Group 3: Future Plans and Proposals - The company plans to apply for a comprehensive credit limit of up to 3.741 billion yuan for 2025 to support its operational and developmental needs [22][23]. - A proposal for a cash dividend of 0.45 yuan per share has been made, amounting to approximately 85.67 million yuan, which represents 37.75% of the net profit for the year [16][18]. - The 2025 budget aims for steady growth in revenue and net profit, with specific targets set based on market conditions and operational capabilities [22].

华鲁恒升（600426）公告，公司拟以2亿元-3亿元资金回购股份，回购股份价格不超过32.38元/股。本次 回购的资金来源为自有资金或自筹资金，回购股份将全部予以注销并减少公司注册资本。回购期限为股 东大会审议通过最终回购股份方案之日起不超过十二个月。公司已取得中国银行股份有限公司德州分行 出具的《贷款承诺函》，贷款额度不超过人民币2.7亿元，专项贷款仅限用于本次回购公司股票，贷款 期限为3年。公司董事会已于2025年4月17日审议通过该回购方案，并于2025年4月29日经股东大会审议 通过。 ...

Group 1 - Chemical stocks experienced a collective decline today, with Zhongyida hitting the daily limit down, and United Chemical and Hongbaoli dropping over 9% and 8% respectively [1][2] - Zhongyida's latest stock price is 11.84 CNY per share, with a total market capitalization of 12.68 billion CNY, and a trading volume of 1.47 billion CNY at the limit down [2] - The decline in chemical stocks is linked to a risk warning announcement from Zhongyida, indicating that its stock price is significantly detached from its fundamentals [3][4] Group 2 - Zhongyida's announcement highlighted that its price-to-book ratio is 169.67, far exceeding the industry average of 1.91, indicating potential market trading risks [7] - The company has a goodwill value of 160 million CNY and a net asset value of 81.08 million CNY, with a cumulative undistributed profit of -2.098 billion CNY as of last year [7] - Since April, chemical stocks have been active due to price increases, with Zhongyida's stock price rising over 226% from March 10 to the recent close [7] Group 3 - Zhongyida has experienced significant price volatility, with its stock price previously rising from 1.91 CNY to 22.38 CNY, a cumulative increase of 720.4% from 2012 to 2016 [9] - The stock has also seen a cumulative decline of 90.64% from its peak in 2018 to its lowest point in 2021 [10] - The recent surge in Zhongyida's stock price is attributed to the rising prices of its main product, dipentene [13] Group 4 - The supply-demand dynamics for dipentene are tight, with prices continuing to rise due to limited supply and strong demand from downstream industries [16] - As of May 8, the market average price for dipentene was 75,800 CNY per ton, reflecting a 1.2% increase from the previous working day [17] - Analysts expect a significant supply gap in the industry due to low inventory levels and high concentration of production capacity, which may lead to continued price increases for dipentene [17]