（文章来源：证券日报） 证券日报网讯 1月26日，四川美丰在互动平台回答投资者提问时表示，股票市场价格受资本市场行情、 市场热点、公司所处行业发展情况、公司基本面和未来发展趋势等多种因素影响。公司将努力做好经营 和管理，依法合规并积极探索行之有效的市值管理方式和路径，持续提升公司内在价值，为股东谋求长 期稳定的投资回报。 ...

（编辑 丛可心） 证券日报网讯 1月26日，河化股份发布公告称，公司预计2025年度归属于上市公司股东的净利润为600 万元至900万元，比上年同期下降92.43%至88.64%；扣除非经常性损益后的净利润为570万元至850万 元，比上年同期增长46.51%至118.49%。 ...

Core Viewpoint - Zhengdan Co., Ltd. is actively engaged in research and development in the field of high-performance materials, particularly focusing on polyimide and its key raw materials, including pyromellitic dianhydride [1] Group 1 - The company is monitoring technological trends in high-performance materials [1] - Ongoing R&D efforts are being made for key raw materials related to polyimide [1] - Future updates on R&D progress will be disclosed in periodic reports [1]

证券日报网讯1月26日，嘉化能源（600273）在互动平台回答投资者提问时表示，公司自上市以来即建 立财务共享中心，财务中心管理工作运行稳定。 ...

Core Viewpoint - The company Haike Xinyuan (301292.SZ) has signed a long-term cooperation agreement with BYD Lithium Battery Co., Ltd. to supply at least 100,000 tons of products annually through pipeline transportation over a three-year period [1] Group 1 - The agreement was signed on January 23, 2026, and is valid for three years [1] - The BYD Lithium Battery project in Hubei will procure four types of solvents from Haike Xinyuan: Dimethyl Carbonate (DMC), Ethylene Carbonate (EC), Ethyl Methyl Carbonate (EMC), and Diethyl Carbonate (DEC) [1]

Group 1 - The core point of the article is that LianKe Technology (001207.SZ) announced an investment project to expand its production capacity of high-purity solid sodium silicate, with a total investment of 510 million yuan and a construction period of 72 months [1] - The project aims to enhance product stability and meet customer demand, thereby improving the profitability of the company and its subsidiaries [1] - The implementation of the project may face risks related to policy and market environment changes, and the company will actively monitor and take measures to address these risks while fulfilling its information disclosure obligations [1]

答：二氧化碳聚醚是环氧丙烷与二氧化碳的共聚产物，不仅 具有低温柔顺性、耐水解性等优点，而且兼具聚碳酸酯的力学强 度、耐磨性、耐热性等特点，由其制备的聚氨酯材料具有优异的 抗氧化、耐磨、耐化学品、耐水解等性能；除此之外，二氧化碳 聚醚分子链上含有碳酸亚丙酯键，更容易被降解再生，由其制备 的聚氨酯制品更容易实现可持续循环再生，因此预计未来二氧化 碳聚醚在聚氨酯行业市场容量能够持续扩大。 证券代码：301518 证券简称：长华化学 长华化学科技股份有限公司 投资者关系活动记录表 编号：2026-001 | ☑ | 特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 东吴证券股份有限公司 | 陈淑娴、周少玟 | | | 浙商基金管理有限公司 上海瓦洛兰投资管理有限公司 | 景徽 董骁 | | | 五地投资管理有限公司 | 成佩剑 | | 参与单位名称及 | 贵山基金管理有限公司 | 毛程霖 | | 人员姓名 | 基明资产管理（上海）有限公司 | ...

格隆汇1月26日丨海利得(002206.SZ)公布，公司拟投资设立全资子公司，通过该全资子公司在海宁经济 开发区（尖山）化工新材料园区新征土地，实施建设纺丝油剂及LCP树脂等产业化项目。本项目拟在海 宁经济开发区（尖山）化工新材料园区新征土地105亩，计划建设办公区、中试装置区、公用工程区和 聚合生厂区，厂区内建设中试装置和生产装置。建设期三年。形成年产液晶聚芳酯（LCP）6,000吨 （分两期建设,每期3,000吨）、化纤油剂10,000吨的生产规模，同时配套建设各类产品的中试装置，逐 步实现产业化。本项目总投资估算约为52,671.87万元。 ...

（文章来源：每日经济新闻） 每经AI快讯，1月26日，海利得(002206.SZ)公告称，公司拟投资设立全资子公司浙江海利得化学有限公 司，在海宁经济开发区化工新材料园区新征土地105亩，建设办公区、中试装置区、公用工程区和聚合 生产区，形成年产液晶聚芳酯（LCP）6,000吨、化纤油剂10,000吨的生产规模。项目总投资估算约为 52,671.87万元，资金来源为公司自筹资金。项目实施后，将有效降低国内产业链对进口材料的依赖，提 升关键战略材料的自主可控水平，并满足国内市场对高端应用的需求。 ...

Core Viewpoint - Yuxin Co., Ltd. (002986.SZ) expects a net profit attributable to shareholders of the listed company to be between -50 million and -35 million yuan for 2025, with a net profit excluding non-recurring gains and losses projected to be between -70 million and -50 million yuan [1] Group 1: Financial Performance - The company's main products, including methyl tert-butyl ether, maleic anhydride, isopropanol, and butanone, are facing price pressure due to changes in industry supply and demand dynamics, leading to a narrowing of the price difference between products and raw materials [1] - The shutdown of the isooctane unit has also exerted pressure on gross margins [1] Group 2: Operational Challenges - During the reporting period, the subsidiary Boke New Materials' light hydrocarbon comprehensive utilization project faced challenges in stability during trial production due to adverse weather and the lack of operational infrastructure, resulting in high material loss and switching costs [1] - The production facilities of subsidiaries Yuxin Chemical and Yuxin New Materials underwent planned maintenance shutdowns, and Yuxin Chemical experienced a temporary shutdown due to a safety production accident, impacting current production levels [1] - The company has completed maintenance and resumed production, with plans to enhance safety management to ensure stable operations moving forward [1] Group 3: Market Conditions - The biodegradable materials market is currently in a downturn due to a combination of policy and demand-side factors, leading to the PBAT production unit of the subsidiary Boke New Materials not being put into production, which has temporarily hindered its economic benefits [1] - The company has made impairment provisions for related assets based on a cautious approach [1]