证券代码：002666 证券简称：德联集团 公告编号：2025-027 广东德联集团股份有限公司 关于调整公司组织架构并修订《公司章程》 及其附件的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 广东德联集团股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日召 开第六届董事会第十一次会议审议通过《关于调整公司组织架构并修订 <公司章> 程>的议案》《关于修订 <股东会议事规则> 的议案》和《关于修订 <董事会议事> 规则>的议案》，前述议案尚需提交公司 2025 年第一次临时股东会审议。 公司根据《公司法》《上市公司章程指引》《深圳证券交易所股票上市规 则》《深圳证券交易所上市公司自律监管指引第 1 号—主板上市公司规范运 作》等相关法律法规的要求，结合公司实际情况，公司决定由审计委员会行使 《公司法》规定的监事会的职权，并对组织架构进行调整。同时，对《公司章 程》及其附件中的相关条款进行了修订，《公司章程》修订内容对照详见下 表。 修订前 修订后 《公司章程》修订内容对照如下： 任法定代表人的董事辞任董事长的，视为同 公司的法定代表人， ...

Group 1 - Jiangte Electric plans to change its control rights, with stock suspension starting from July 22, expected to last no more than 2 trading days. Additionally, its subsidiary Yichun Yinli will suspend operations for equipment maintenance for approximately 26 days, which is not expected to significantly impact annual performance [3] - Core Technology intends to sell 100% equity of its subsidiary Zhongshan Core Automation Technology for 156 million yuan and transfer related assets for a total of approximately 82 million yuan. The company aims to optimize its business structure by consolidating resources [4] - Fengmao Co. plans to invest no more than 1.5 billion yuan to establish an intelligent chassis thermal control system production base in Yuyao, while terminating the project for a parts production base in Jiaxing, which had not yet commenced [5] - Haopeng Technology's controlling shareholder voluntarily extends the lock-up period for pre-IPO restricted shares by 12 months, reflecting confidence in the company's future development [6] - Good Products has been involved in a share transfer dispute, with the court accepting the case involving 996 million yuan. The outcome may introduce uncertainties regarding the control transfer of its major shareholder [7] Group 2 - Haitan Ruisheng expects a net profit increase of 607.01% to 960.52% for the first half of 2025, driven by rapid growth in AI technology and its applications [9] - GeKao Micro anticipates a revenue growth of 22.27% to 36.51% for the first half of 2025, supported by the recognition of its high-pixel chip integration technology [10] - Jinghe Integration forecasts a net profit increase of 39.04% to 108.55% for the first half of 2025, benefiting from improved industry conditions and increased product sales [11] - Best Beauty expects a net profit increase of 100.07% to 168.38% for the first half of 2025, attributed to significant profit growth in trade products [12] - Juzan Optoelectronics reports a net profit growth of 3.43% for the first half of 2025, with a proposed stock dividend of 4.5 shares for every 10 shares held [13] - Changshu Bank reports a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.55% [14] - Keda Li anticipates a net profit increase of 15.73% to 26.53% for the first half of 2025, driven by the growth in new energy vehicle sales [15] - *ST Sitong reports a net loss of 16.201 million yuan for the first half of 2025, despite a revenue increase of 75.88% [16] Group 3 - Gaode Infrared has signed contracts totaling 685 million yuan for overseas market orders, representing 25.59% of its projected 2024 revenue [18] - Dajin Heavy Industry has signed a contract worth approximately 430 million yuan for offshore wind farm foundation supplies, accounting for 11.38% of its projected 2024 revenue [20] - Dongfang Precision has established a strategic partnership with Leju Robotics, focusing on embodied intelligent robots [21] - Chuling Information's subsidiary has signed a framework contract with China Mobile for a total amount of 421 million yuan, involving intelligent network integration products [22] - Hongxin Technology has entered into contracts with a leading domestic flying car company for component development and procurement [23] Group 4 - Dongcai Technology's chairman plans to reduce his stake by up to 0.43% due to personal financial needs [25] - Tianchuang Fashion's shareholder Visions plans to reduce its stake by up to 1% through centralized bidding [26]

| | ☑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 | | | 银河证券 孙思源、李良、郑俊霞、胡浩淼 富国基金 吴奇 | | | 浙商证券 王华君、陈晨 大成基金 | | | 刘芳琳 | | | 中信证券 谭力搏 | | | 天风证券 赵博轩、吴居清 | | 活动参与人员 | 西部证券 李雨泉 | | | 南方基金 张高艳 | | | 泰康资产 陈佳艺 | | | 国金证券 陈屹、任建斌、刘薇薇 | | | 华福证券 周丹露 | | | 易方达基金 何崇恺、张一哲 | | | 北化股份董事会秘书商红 | | | 北化股份证券事务代表刘雪静及证券部相关人员 | | 时间 | 2025 年 7 月 21 日 15:00-15:40 | | 地点 | 北化股份总部会议室 | | 形式 | 腾讯会议方式进行投资者交流 | | 交流内容及具体 | 问题 1.今年公司产能利用率情况？ | | 问答记录 | 答：公司产能利用率整体较去年有一定增长。纤维素及其 | | ...

Core Viewpoint - The company, Shanxi Tongde Chemical Co., Ltd., has reported that some of its bank accounts have been frozen by the Qingdao Laoshan District People's Court due to a contractual dispute with Qingdao Huaton Financing Leasing Co., Ltd. [1] Group 1: Bank Account Freeze Details - The total amount frozen across the company's accounts is RMB 87 million, with a current frozen balance of RMB 10,919,328.54 [1] - The frozen accounts include the company's basic account at China Construction Bank and the basic account of its wholly-owned subsidiary, Tongde Kecai Materials Co., Ltd., at Bank of China [1] Group 2: Company's Response and Measures - The company is actively negotiating a settlement with Huaton Leasing and is consulting with legal advisors to resolve the dispute and restore the frozen accounts [2] - The company has stated that the frozen funds represent only 0.55% of its latest audited net assets and 5.82% of its cash balance, indicating a relatively low impact on its overall financial health [2] Group 3: Impact on Operations - The company reports that its production and operational activities are continuing normally and that the account freeze has not caused significant adverse effects [3] - The company maintains a positive cash flow from operating activities, with a net cash flow of RMB 15.31 million, and has a total cash balance of RMB 187.66 million, providing a solid financial foundation [2][3] Group 4: Ongoing Monitoring and Disclosure - The company will continue to monitor the situation and cooperate with judicial processes, ensuring compliance with relevant laws and regulations for timely information disclosure [4]

LCP 用 2,6 酸 ，全球市场总体规模 据 QYResearch 调研团队最新报告"全球 LCP 用 2,6 酸市场报告 2025-2031 "显示，预计 2031 年全球 LCP 用 2,6 酸市场规模将达到 1.8 亿美 元，未来几年年复合增长率 CAGR 为 5.2% 。 2,6 酸是 2- 羟基 -6- 萘甲酸的简称，它是一种化学物质，分子式是 C11H8O3 。 2,6 酸广泛应用于液晶聚合物材料工业，Ⅱ型热致液晶聚合 物高分子（ LCP ）的合成必须要用 2,6 酸，Ⅱ型 LCP 是制备天线 LCP 薄膜的最优基体树脂。 全球 LCP 用 2,6 酸 市场前 4 强生产商排名及市场占有率（基于 2 02 4 年调研数据；目前最新数据以本公司最新调研数据为准） 根据 QYResearch 头部企业研究中心调研，全球范围内 LCP 用 2,6 酸生产商主要包括 Ueno Fine Chemicals Industry 、思睿屹新材料、浙江圣 效化学品、常州百川化工科技等。 LCP 用 2,6 酸市场集中度高， 2024 年，全球前两大厂商占有大约 79.8% 的市场份额。 LCP 用 2,6 酸 ...

Group 1 - Shandong Xishangxi New Materials Technology Co., Ltd. has terminated its IPO counseling status as of July 15, 2023, following a trend where three other Shandong companies also halted their IPO plans in July [1] - The company was established in June 2011 with a registered capital of 45.41 million yuan and has developed into a modern production enterprise for a full range of metal alcohol salts [2] - Xishangxi entered a counseling period with CITIC Securities on November 23, 2022, and underwent ten counseling sessions over 30 months, but ultimately decided to abandon its IPO plans [4] Group 2 - Zhiguan Technology Co., Ltd. also has a history of being listed on the New Third Board and initiated its A-share IPO counseling on October 8, 2023, despite facing significant financial losses in 2024 [5] - Zhiguan's revenue for 2024 was reported at 45.36 million yuan, a decline of 81.04% year-on-year, with a net loss of 49.04 million yuan, marking a 210.19% decrease [5] - Weisen New Materials Technology Co., Ltd. and Langhui Petrochemical Co., Ltd. also terminated their IPO counseling, with Weisen being a national high-tech enterprise focused on cellulose-based products [7][8] Group 3 - Langhui Petrochemical, established in December 2011 with a registered capital of 150 million yuan, specializes in fine chemical products and has faced challenges in its internal control systems [10] - The company reported revenues of 12.15 billion yuan, 12.69 billion yuan, and 13.41 billion yuan from 2022 to 2024, with net profits of 94.67 million yuan, 477 million yuan, and 213 million yuan respectively [10] - Langhui's debt levels are high, with a total liability of 3.368 billion yuan and a debt-to-asset ratio of 68.09% as of the end of 2024 [10]

贝斯美（300796）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为3311.23万 元–4441.9万元，上年同期为1655.07万元，同比增长100.07%-168.38%。扣除非经常性损益后的净利润预 计为2987万元–4117.67万元，上年同期为1454.74万元，同比增长105.33%-183.05%。业绩增长主要得益 于产品结构优化，新产品和国际化贸易渠道布局收效明显，贸易类产品利润大幅增长，以及募投项 目"8500吨戊酮系列绿色新材料"毛利转正。 ...

本次拟减持的原因为自身资金安排；本次拟减持的股份来源为公司首次公开发行前取得的股份。 中国经济网北京7月21日讯 惠云钛业(300891.SZ)上周五披露了关于控股股东、实际控制人及一致行 动人减持股份预披露公告。 据惠云钛业公告，公司于近日收到控股股东、实际控制人、董事长钟镇光和一致行动人美国万邦有 限公司(以下简称"美国万邦")出具的《减持计划告知函》。 钟镇光和一致行动人美国万邦计划在公告披露之日起15个交易日后的3个月内以集中竞价和大宗交 易方式合计减持公司股份不超过11,920,900股(占公司总股本的2.9802%，占公司总股本剔除回购专用账 户中股份后的3.0000%)。 其中以集中竞价方式合计减持不超过3,973,662股(占公司总股本的0.9934%，占公司总股本剔除回购 专用账户中股份后的1.0000%)，其中钟镇光以集中竞价方式减持不超过1,402,900股(占公司总股本的 0.3507%，占公司总股本剔除回购专用账户中股份后的0.3530%)，美国万邦以集中竞价方式减持不超过 2,570,762股(占公司总股本的0.6427%，占公司总股本剔除回购专用账户中股份后的0.6470%)；美 ...

上半年业绩承压，筹划收购南通星辰 100%股权 Profit under pressure in 25H1 & To acquire 100% equity of Nantong Xingchen ⚫ 公司是国内环氧树脂龙头企业。公司基础原料及中间体业务主要包括丙烯、酚酮、环氧氯丙烷、 环氧丙烷、烧碱、芳烃系列等产品，2024 年连云港碳三产业链基地已实现全线贯通。公司高性 能材料产品目前主要包括环氧树脂、ABS、芳纶、尼龙 66、功能性精细化学品等，目前已成为国 内环氧树脂龙头企业，建成"PDH-丙烯-苯酚丙酮&双酚 A/环氧氯丙烷-环氧树脂"一体化全产业 链。 研究报告 Research Report 分析师：Charles Zhuang 庄怀超 21 July 2025 Tel: (852) 9748 7114 Email: charles.zhuang@gpf.com.hk 中化国际 Sinochem International (600500.CH) See the last page for disclaimer 1 [Table_header2] ⚫ 筹划收购南通星辰 100%股权。公司拟发行股 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 天风证券指出，当前全球约75%的DMC产能集中在中国，海外产能增长受原材料、成本和市场等 因素制约。2025年国内有机硅需求增速维持15.5%的高增长，新增产能增速降至3.0%，而需求预计增长 12%，行业将迎来供需错配。当前有机硅价格处于历史底部区间，随着陶氏产能退出，中国对欧洲出口 份额有望提升，边际拉动效应显著，2026年行业景气度及企业盈利或企稳回升。 化工龙头ETF（516220）跟踪的是细分化工指数（000813），该指数由中证指数有限公司编制，从 沪深市场中选取化学原料、化学制品、化肥与农用化工等细分领域的代表性上市公司证券作为指数样 本，以全面反映化工行业各细分领域的整体市场表现。 没有股票账户的投资者可关注国泰中证细分化工产业主题ETF联接C（012731），国泰中证细分化 工产业主题ETF联接A（01 ...